SILVERARC CAPITAL MANAGEMENT, LLC
BOSTON MA · SEC CIK 0001816307
$9.62亿2026Q2 申报市值
73持仓数
42.3%前十大占比 · 第一大 5.7%
24 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$5,500.67万
ELVN 新建仓+$2,483.61万
SGMT 新建仓+$2,263.11万
ORKA 加仓+$1,921.43万
DFTX 新建仓+$1,881.60万
2026Q2 卖出最多 按季末市值估算
KALVISTA PHARMAC 清仓-$5,790.21万
NUVALENT INC 清仓-$3,636.09万
ASND 清仓-$2,851.30万
DNTH 减仓-$2,580.74万
GLUE 减仓-$2,162.86万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $5,500.67万 | 5.72% | 206,234 | 206,234 | — | $5,500.67万 | 新建仓 |
| CELC | CELCUITY INC | $5,241.42万 | 5.45% | 500,996 | 143,093 | 40.0% | $1,497.04万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $4,956.34万 | 5.15% | 1,280,707 | -33,482 | -2.5% | -$129.58万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $4,791.28万 | 4.98% | 1,301,979 | -201,066 | -13.4% | -$739.92万 | 减仓 |
| IMNM | IMMUNOME INC | $4,274.04万 | 4.44% | 2,017,009 | 166,731 | 9.0% | $353.30万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,801.72万 | 3.95% | 390,000 | -264,746 | -40.4% | -$2,580.74万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,458.15万 | 3.59% | 311,461 | 5,461 | 1.8% | $60.63万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $3,357.62万 | 3.49% | 352,802 | 201,894 | 133.8% | $1,921.43万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $2,682.07万 | 2.79% | 1,108,295 | -893,745 | -44.6% | -$2,162.86万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,654.66万 | 2.76% | 1,214,390 | 325,403 | 36.6% | $711.33万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,483.61万 | 2.58% | 489,382 | 489,382 | — | $2,483.61万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $2,385.38万 | 2.48% | 619,096 | 204,860 | 49.5% | $789.33万 | 加仓 |
| ERAS | ERASCA INC | $2,313.86万 | 2.40% | 1,263,026 | -588,786 | -31.8% | -$1,078.66万 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $2,263.11万 | 2.35% | 2,927,698 | 2,927,698 | — | $2,263.11万 | 新建仓 |
| ABVX | ABIVAX SA | $2,260.00万 | 2.35% | 169,593 | -132,937 | -43.9% | -$1,771.52万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2,198.87万 | 2.29% | 65,679 | -5,873 | -8.2% | -$196.62万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $2,128.21万 | 2.21% | 546,256 | -445,674 | -44.9% | -$1,736.35万 | 减仓 |
| — | ARK ETF TR 看跌期权 | $2,103.00万 | 2.19% | 500,000 | 500,000 | — | $2,103.00万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,881.60万 | 1.96% | 400,000 | 400,000 | — | $1,881.60万 | 新建仓 |
| VCYT | VERACYTE INC | $1,867.62万 | 1.94% | 318,001 | 138,301 | 77.0% | $812.24万 | 加仓 |
| — | SYNDAX PHARMACEUTICALS INC 看涨期权 | $1,516.21万 | 1.58% | 693,600 | 373,600 | 116.8% | $816.69万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,497.69万 | 1.56% | 99,826 | 1,312 | 1.3% | $19.68万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $1,415.97万 | 1.47% | 3,032,060 | 1,120,275 | 58.6% | $523.17万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $1,293.84万 | 1.34% | 509,789 | -626,146 | -55.1% | -$1,589.16万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $1,264.65万 | 1.31% | 678,095 | 166,968 | 32.7% | $311.40万 | 加仓 |
| HLXC | HELIX ACQUISITION CORP III | $1,253.20万 | 1.30% | 1,177,821 | -31,165 | -2.6% | -$33.16万 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $1,189.16万 | 1.24% | 5,744,757 | 5,744,757 | — | $1,189.16万 | 新建仓 |
| MANE | VERADERMICS INC | $1,167.93万 | 1.21% | 95,000 | 95,000 | — | $1,167.93万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,127.65万 | 1.17% | 186,821 | -10,938 | -5.5% | -$66.02万 | 减仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $1,087.96万 | 1.13% | 330,487 | 330,487 | — | $1,087.96万 | 新建仓 |
| BIIB | BIOGEN INC | $1,039.27万 | 1.08% | 48,101 | -2,866 | -5.6% | -$61.92万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $1,029.69万 | 1.07% | 1,946,482 | 1,946,482 | — | $1,029.69万 | 新建仓 |
| CERS | CERUS CORP | $1,014.04万 | 1.05% | 3,472,737 | 296,190 | 9.3% | $86.49万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $924.74万 | 0.96% | 500,402 | -24,034 | -4.6% | -$44.41万 | 重新持有 |
| BNTC | BENITEC BIOPHARMA INC | $909.61万 | 0.95% | 679,826 | -37,899 | -5.3% | -$50.71万 | 减仓 |
| PCVX | VAXCYTE INC | $842.88万 | 0.88% | 145,000 | 19 | 0.0% | $1,104 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $839.38万 | 0.87% | 122,269 | 122,269 | — | $839.38万 | 新建仓 |
| SVRA | SAVARA INC | $834.96万 | 0.87% | 1,355,459 | -75,523 | -5.3% | -$46.52万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $834.20万 | 0.87% | 3,101,129 | 2,101,129 | 210.1% | $565.20万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $800.20万 | 0.83% | 738,873 | -361,137 | -32.8% | -$391.11万 | 减仓 |
| — | ORIC PHARMACEUTICALS INC 看涨期权 | $739.26万 | 0.77% | 682,600 | 682,600 | — | $739.26万 | 新建仓 |
| — | MONTE ROSA THERAPEUTICS INC 看涨期权 | $726.00万 | 0.75% | 300,000 | 300,000 | — | $726.00万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $712.29万 | 0.74% | 503,382 | 203,382 | 67.8% | $287.79万 | 加仓 |
| — | COMPUGEN LTD | $681.43万 | 0.71% | 3,184,257 | -131,588 | -4.0% | -$28.16万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $667.78万 | 0.69% | 668,450 | 668,450 | — | $667.78万 | 新建仓 |
| — | ABIVAX SA 看涨期权 | $666.30万 | 0.69% | 50,000 | 50,000 | — | $666.30万 | 新建仓 |
| — | IBIO INC | $616.09万 | 0.64% | 3,520,490 | 3,294,490 | 1,457.7% | $576.54万 | 加仓 |
| IRON | DISC MEDICINE INC | $605.60万 | 0.63% | 82,800 | -113,228 | -57.8% | -$828.15万 | 减仓 |
| ALKS | ALKERMES PLC | $594.65万 | 0.62% | 113,494 | -346,820 | -75.3% | -$1,817.16万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $532.32万 | 0.55% | 59,959 | -126,659 | -67.9% | -$1,124.48万 | 减仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $509.25万 | 0.53% | 525,000 | 525,000 | — | $509.25万 | 新建仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $485.37万 | 0.50% | 296,135 | -5,594 | -1.9% | -$9.17万 | 减仓 |
| QURE | UNIQURE NV | $483.63万 | 0.50% | 105,000 | -21,047 | -16.7% | -$96.94万 | 重新持有 |
| — | RESEARCH ALLIANCE CORP III | $385.20万 | 0.40% | 360,000 | 360,000 | — | $385.20万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC | $377.23万 | 0.39% | 610,407 | -38,535 | -5.9% | -$23.81万 | 减仓 |
| INSM | INSMED INC | $367.18万 | 0.38% | 34,438 | -1,412 | -3.9% | -$15.05万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $290.62万 | 0.30% | 297,460 | 297,460 | — | $290.62万 | 新建仓 |
| — | KYMERA THERAPEUTICS INC 看跌期权 | $286.68万 | 0.30% | 25,000 | 25,000 | — | $286.68万 | 新建仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $285.62万 | 0.30% | 653,594 | 0 | 0.0% | — | 不变 |
| — | ELUTIA INC | $214.82万 | 0.22% | 2,192,980 | -305,040 | -12.2% | -$29.88万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $187.28万 | 0.19% | 10,000 | 10,000 | — | $187.28万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $186.86万 | 0.19% | 42,478 | 3,061 | 7.8% | $13.47万 | 加仓 |
| — | ABSCI CORPORATION 看跌期权 | $182.66万 | 0.19% | 157,600 | 157,600 | — | $182.66万 | 新建仓 |
| — | TELA BIO INC | $160.29万 | 0.17% | 2,137,201 | -122,111 | -5.4% | -$9.16万 | 减仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $148.35万 | 0.15% | 227,178 | 227,178 | — | $148.35万 | 新建仓 |
| — | FULCRUM THERAPEUTICS INC 看涨期权 | $143.44万 | 0.15% | 391,900 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $130.12万 | 0.14% | 1,637,976 | -63,649 | -3.7% | -$5.06万 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $129.71万 | 0.13% | 545,000 | 545,000 | — | $129.71万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $106.39万 | 0.11% | 59,104 | -71,396 | -54.7% | -$128.51万 | 减仓 |
| — | CELLECTAR BIOSCIENCES INC | $89.44万 | 0.09% | 321,728 | 321,728 | — | $89.44万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $22.44万 | 0.02% | 45,975 | 45,975 | — | $22.44万 | 新建仓 |
| — | ADAGIO MED HLDGS INC | $14.62万 | 0.02% | 224,360 | -27,612 | -11.0% | -$1.80万 | 减仓 |
| — | ROCKET PHARMACEUTICALS INC | $356 | 0.00% | 104,828 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -825,000 | -100.0% | -$1.05亿 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,876,407 | -100.0% | -$5,790.21万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -354,914 | -100.0% | -$3,636.09万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -124,658 | -100.0% | -$2,851.30万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -466,345 | -100.0% | -$1,852.32万 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $0 | 0.00% | 0 | -339,613 | -100.0% | -$1,669.54万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -166,349 | -100.0% | -$1,125.85万 | 清仓 |
| — | UNIQURE NV 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$817.50万 | 清仓 |
| — | CELCUITY INC 看涨期权 | $0 | 0.00% | 0 | -54,500 | -100.0% | -$622.06万 | 清仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $0 | 0.00% | 0 | -178,378 | -100.0% | -$565.82万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -71,203 | -100.0% | -$469.30万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -684,908 | -100.0% | -$469.16万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -859,049 | -100.0% | -$454.44万 | 清仓 |
| SRZN | SURROZEN INC | $0 | 0.00% | 0 | -144,255 | -100.0% | -$420.21万 | 清仓 |
| ZURA | ZURA BIO LTD | $0 | 0.00% | 0 | -560,651 | -100.0% | -$333.59万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -419,949 | -100.0% | -$322.10万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -496,461 | -100.0% | -$275.04万 | 清仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $0 | 0.00% | 0 | -43,488 | -100.0% | -$238.27万 | 清仓 |
| — | NEXTCURE INC | $0 | 0.00% | 0 | -176,057 | -100.0% | -$188.03万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -818,156 | -100.0% | -$159.54万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -42,615 | -100.0% | -$134.24万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -171,936 | -100.0% | -$131.53万 | 清仓 |
| GENB | GENERATE BIOMEDICINES INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$125.00万 | 清仓 |
| — | COMPASS THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -172,400 | -100.0% | -$91.20万 | 清仓 |
| RADX | RADIOPHARM THERANOSTICS LTD | $0 | 0.00% | 0 | -187,406 | -100.0% | -$80.58万 | 清仓 |
| — | AARDVARK THERAPEUTICS INC | $0 | 0.00% | 0 | -33,684 | -100.0% | -$12.70万 | 清仓 |