Silverarc Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Silverarc Capital Management, LLC disclosed 67 US equity positions worth $848.6m in its Q1 2026 13F filing. The largest position was 4XC1 at 6.8% of the reported book, followed by DNTH and COGT.
What did Silverarc Capital Management, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 4XC1 KALVISTA PHARMACEUTICALS INC | 6.8% | $57.9m | 2,876,407 | – | ||
| 2 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 6.5% | $54.9m | 654,746 | – | |
| 3 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.0% | $50.6m | 1,314,189 | – | |
| 4 | CELC CELCUITY INC | Healthcare | 4.8% | $40.9m | 357,903 | – | |
| 5 | IMNM IMMUNOME INC | Healthcare | 4.8% | $40.5m | 1,850,278 | – | |
| 6 | KOD KODIAK SCIENCES INC | Healthcare | 4.5% | $37.8m | 991,930 | – | |
| 7 | NUVALENT INC | 4.3% | $36.4m | 354,914 | – | ||
| 8 | ABVX ABIVAX SA | Healthcare | 4.0% | $33.7m | 302,530 | – | |
| 9 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 3.9% | $32.9m | 2,002,040 | – | |
| 10 | ERAS ERASCA INC | Healthcare | 3.5% | $30.0m | 1,851,812 | – | |
| 11 | ASND ASCENDIS PHARMA A/S | Healthcare | 3.4% | $28.5m | 124,658 | – | |
| 12 | URGN UROGEN PHARMA LTD | Healthcare | 3.2% | $27.0m | 1,503,045 | – | |
| 13 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 3.1% | $26.6m | 306,000 | – | |
| 14 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.7% | $23.1m | 71,552 | – | |
| 15 | ZBIO ZENAS BIOPHARMA INC | 2.6% | $22.2m | 1,135,935 | – | ||
| 16 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.4% | $20.8m | 888,987 | – | |
| 17 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.2% | $18.5m | 466,345 | – | ||
| 18 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.0% | $16.7m | 339,613 | – | |
| 19 | ALKS ALKERMES PLC | Healthcare | 1.9% | $16.3m | 460,314 | – | |
| 20 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.6% | $13.9m | 1,100,010 | – | |
| 21 | IRON DISC MEDICINE INC | Healthcare | 1.5% | $12.5m | 196,028 | – | |
| 22 | HELIX ACQUISITION CORP III | 1.4% | $12.3m | 1,208,986 | – | ||
| 23 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.4% | $11.5m | 197,759 | – | |
| 24 | CGON CG ONCOLOGY INC | Healthcare | 1.3% | $11.3m | 166,349 | – | |
| 25 | IMVT IMMUNOVANT INC | Healthcare | 1.2% | $10.3m | 414,236 | – | |
| 26 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.1% | $9.4m | 186,618 | – | |
| 27 | BIIB BIOGEN INC | Healthcare | 1.1% | $9.3m | 50,967 | – | |
| 28 | GH GUARDANT HEALTH INC | Healthcare | 1.1% | $9.1m | 98,514 | – | |
| 29 | PCVX VAXCYTE INC | Healthcare | 1.0% | $8.4m | 144,981 | – | |
| 30 | SVRA SAVARA INC | Healthcare | 0.9% | $7.8m | 1,430,982 | – | |
| 31 | BENITEC BIOPHARMA INC | 0.9% | $7.6m | 717,725 | – | ||
| 32 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.9% | $7.4m | 150,908 | – | |
| 33 | CGEN COMPUGEN LTD | Healthcare | 0.8% | $7.1m | 3,315,845 | – | |
| 34 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.7% | $6.1m | 511,127 | – | |
| 35 | INSM INSMED INC | Healthcare | 0.7% | $5.9m | 35,850 | – | |
| 36 | VCYT VERACYTE INC | Healthcare | 0.7% | $5.8m | 179,700 | – | |
| 37 | CERS CERUS CORP | Healthcare | 0.7% | $5.8m | 3,176,547 | – | |
| 38 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.7% | $5.7m | 178,378 | – | |
| 39 | CCCC C4 THERAPEUTICS INC | Healthcare | 0.6% | $5.0m | 1,911,785 | – | |
| 40 | CYTK CYTOKINETICS INC | Healthcare | 0.6% | $4.7m | 71,203 | – | |
| 41 | CLYM CLIMB BIO INC | Healthcare | 0.6% | $4.7m | 684,908 | – | |
| 42 | CMPX COMPASS THERAPEUTICS INC | 0.5% | $4.5m | 859,049 | – | ||
| 43 | SRZN SURROZEN INC | 0.5% | $4.2m | 144,255 | – | ||
| 44 | CTNM CONTINEUM THERAPEUTICS INC | 0.5% | $3.9m | 301,729 | – | ||
| 45 | ZURA ZURA BIO LTD | Healthcare | 0.4% | $3.3m | 560,651 | – | |
| 46 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 0.4% | $3.2m | 419,949 | – | |
| 47 | ABEO ABEONA THERAPEUTICS INC | Healthcare | 0.3% | $2.9m | 648,942 | – | |
| 48 | CAMP CAMP4 THERAPEUTICS CORP | 0.3% | $2.9m | 653,594 | – | ||
| 49 | ANNX ANNEXON INC | Healthcare | 0.3% | $2.8m | 496,461 | – | |
| 50 | ELUT ELUTIA INC | 0.3% | $2.6m | 2,498,020 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.