SILVERARC CAPITAL MANAGEMENT, LLC
BOSTON MA · SEC CIK 0001816307
$9.80亿2026Q1 申报市值
73持仓数
50.1%前十大占比 · 第一大 10.8%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ZBIO 新建仓+$2,220.75万
ASND 加仓+$1,725.31万
GLUE 加仓+$1,600.54万
IMNM 加仓+$1,583.54万
RYTM 加仓+$1,478.92万
2026Q1 卖出最多 按季末市值估算
ABVX 减仓-$1,332.45万
CGON 减仓-$1,318.47万
VRDN 清仓-$1,084.75万
PFE 清仓-$1,043.64万
CYTK 重新持有-$921.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -348,569 | -100.0% | -$1,084.75万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -419,134 | -100.0% | -$1,043.64万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -2,135,722 | -100.0% | -$662.07万 | 清仓 |
| LXEO | LEXEO THERAPEUTICS INC | $0 | 0.00% | 0 | -617,608 | -100.0% | -$613.28万 | 清仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -506,242 | -100.0% | -$611.54万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -117,485 | -100.0% | -$543.96万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -206,280 | -100.0% | -$515.70万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -290,600 | -100.0% | -$469.32万 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -94,983 | -100.0% | -$344.69万 | 清仓 |
| RLAY | RELAY THERAPEUTICS INC | $0 | 0.00% | 0 | -398,167 | -100.0% | -$336.85万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -36,124 | -100.0% | -$295.78万 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC | $0 | 0.00% | 0 | -34,589 | -100.0% | -$269.14万 | 清仓 |
| — | ULTRAGENYX PHARMACEUTICAL IN 看涨期权 | $0 | 0.00% | 0 | -110,000 | -100.0% | -$253.00万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | -385,974 | -100.0% | -$164.42万 | 清仓 |
| XFOR | X4 PHARMACEUTICALS INC | $0 | 0.00% | 0 | -357,387 | -100.0% | -$142.95万 | 清仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $0 | 0.00% | 0 | -100,000 | -100.0% | -$75.00万 | 清仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $0 | 0.00% | 0 | -9,659 | -100.0% | -$29.31万 | 清仓 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -102,108 | -100.0% | -$24.00万 | 清仓 |
| — | ROCKET PHARMACEUTICALS INC | $2,159 | 0.00% | 104,828 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $12.70万 | 0.01% | 33,684 | -270,255 | -88.9% | -$101.89万 | 减仓 |
| — | ADAGIO MED HLDGS INC | $28.98万 | 0.03% | 251,972 | -263,412 | -51.1% | -$30.29万 | 减仓 |
| — | IBIO INC | $42.94万 | 0.04% | 226,000 | 120,000 | 113.2% | $22.80万 | 加仓 |
| — | FRACTYL HEALTH INC | $77.90万 | 0.08% | 1,701,625 | -8,138,416 | -82.7% | -$372.58万 | 减仓 |
| RADX | RADIOPHARM THERANOSTICS LTD | $80.58万 | 0.08% | 187,406 | 0 | 0.0% | — | 不变 |
| — | COMPASS THERAPEUTICS INC 看涨期权 | $91.20万 | 0.09% | 172,400 | 172,400 | — | $91.20万 | 新建仓 |
| GENB | GENERATE BIOMEDICINES INC | $125.00万 | 0.13% | 100,000 | 100,000 | — | $125.00万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $131.53万 | 0.13% | 171,936 | 171,936 | — | $131.53万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $134.24万 | 0.14% | 42,615 | 563 | 1.3% | $1.77万 | 加仓 |
| — | TELA BIO INC | $140.08万 | 0.14% | 2,259,312 | -388,200 | -14.7% | -$24.07万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $158.02万 | 0.16% | 39,417 | -2,043 | -4.9% | -$8.19万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $159.54万 | 0.16% | 818,156 | 818,156 | — | $159.54万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $165.90万 | 0.17% | 300,000 | 300,000 | — | $165.90万 | 新建仓 |
| — | NEXTCURE INC | $188.03万 | 0.19% | 176,057 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $222.00万 | 0.23% | 1,000,000 | 1,000,000 | — | $222.00万 | 新建仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $238.27万 | 0.24% | 43,488 | 43,488 | — | $238.27万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $239.73万 | 0.24% | 130,500 | 130,500 | — | $239.73万 | 新建仓 |
| — | ELUTIA INC | $262.29万 | 0.27% | 2,498,020 | -253,294 | -9.2% | -$26.60万 | 减仓 |
| ANNX | ANNEXON INC | $275.04万 | 0.28% | 496,461 | 496,461 | — | $275.04万 | 新建仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $288.24万 | 0.29% | 653,594 | 0 | 0.0% | — | 重新持有 |
| ABEO | ABEONA THERAPEUTICS INC | $290.73万 | 0.30% | 648,942 | 21,204 | 3.4% | $9.50万 | 加仓 |
| — | FULCRUM THERAPEUTICS INC 看涨期权 | $300.59万 | 0.31% | 391,900 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $322.10万 | 0.33% | 419,949 | 25,299 | 6.4% | $19.40万 | 加仓 |
| ZURA | ZURA BIO LTD | $333.59万 | 0.34% | 560,651 | -159,801 | -22.2% | -$95.08万 | 重新持有 |
| CTNM | CONTINEUM THERAPEUTICS INC | $394.06万 | 0.40% | 301,729 | -5,811 | -1.9% | -$7.59万 | 减仓 |
| SRZN | SURROZEN INC | $420.21万 | 0.43% | 144,255 | -13,068 | -8.3% | -$38.07万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $454.44万 | 0.46% | 859,049 | -192,294 | -18.3% | -$101.72万 | 减仓 |
| CLYM | CLIMB BIO INC | $469.16万 | 0.48% | 684,908 | 684,908 | — | $469.16万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $469.30万 | 0.48% | 71,203 | -139,797 | -66.3% | -$921.40万 | 重新持有 |
| CCCC | C4 THERAPEUTICS INC | $502.80万 | 0.51% | 1,911,785 | -82,439 | -4.1% | -$21.68万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $565.82万 | 0.58% | 178,378 | -12,696 | -6.6% | -$40.27万 | 减仓 |
| CERS | CERUS CORP | $578.13万 | 0.59% | 3,176,547 | 362,164 | 12.9% | $65.91万 | 加仓 |
| VCYT | VERACYTE INC | $578.81万 | 0.59% | 179,700 | -177,858 | -49.7% | -$572.88万 | 减仓 |
| INSM | INSMED INC | $586.22万 | 0.60% | 35,850 | -35,406 | -49.7% | -$578.96万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $609.77万 | 0.62% | 511,127 | -30,113 | -5.6% | -$35.92万 | 减仓 |
| — | CELCUITY INC 看涨期权 | $622.06万 | 0.63% | 54,500 | 54,500 | — | $622.06万 | 新建仓 |
| — | COMPUGEN LTD | $706.27万 | 0.72% | 3,315,845 | -163,960 | -4.7% | -$34.92万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $740.20万 | 0.76% | 150,908 | 150,908 | — | $740.20万 | 新建仓 |
| — | SYNDAX PHARMACEUTICALS INC 看涨期权 | $747.52万 | 0.76% | 320,000 | 270,000 | 540.0% | $630.72万 | 重新持有 |
| BNTC | BENITEC BIOPHARMA INC | $764.38万 | 0.78% | 717,725 | -13,992 | -1.9% | -$14.90万 | 减仓 |
| SVRA | SAVARA INC | $781.32万 | 0.80% | 1,430,982 | 1,430,982 | — | $781.32万 | 新建仓 |
| — | UNIQURE NV 看涨期权 | $817.50万 | 0.83% | 500,000 | -220,800 | -30.6% | -$361.01万 | 减仓 |
| PCVX | VAXCYTE INC | $842.48万 | 0.86% | 144,981 | -3,806 | -2.6% | -$22.12万 | 减仓 |
| GH | GUARDANT HEALTH INC | $909.97万 | 0.93% | 98,514 | 6,600 | 7.2% | $60.96万 | 加仓 |
| BIIB | BIOGEN INC | $934.38万 | 0.95% | 50,967 | -24,445 | -32.4% | -$448.15万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $941.30万 | 0.96% | 186,618 | -1,119 | -0.6% | -$5.64万 | 减仓 |
| IMVT | IMMUNOVANT INC | $1,028.96万 | 1.05% | 414,236 | 364,236 | 728.5% | $904.76万 | 重新持有 |
| CGON | CG ONCOLOGY INC | $1,125.85万 | 1.15% | 166,349 | -194,809 | -53.9% | -$1,318.47万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,149.97万 | 1.17% | 197,759 | 197,759 | — | $1,149.97万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III | $1,228.33万 | 1.25% | 1,208,986 | 1,208,986 | — | $1,228.33万 | 新建仓 |
| IRON | DISC MEDICINE INC | $1,253.40万 | 1.28% | 196,028 | 196,028 | — | $1,253.40万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,393.71万 | 1.42% | 1,100,010 | -16,594 | -1.5% | -$21.02万 | 减仓 |
| ALKS | ALKERMES PLC | $1,627.67万 | 1.66% | 460,314 | 279,801 | 155.0% | $989.38万 | 重新持有 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,669.54万 | 1.70% | 339,613 | 105,693 | 45.2% | $519.59万 | 重新持有 |
| — | CENTESSA PHARMACEUTICALS PLC | $1,852.32万 | 1.89% | 466,345 | 8,142 | 1.8% | $32.34万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,076.67万 | 2.12% | 888,987 | 246,088 | 38.3% | $574.86万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $2,220.75万 | 2.27% | 1,135,935 | 1,135,935 | — | $2,220.75万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2,305.33万 | 2.35% | 71,552 | -10,913 | -13.2% | -$351.61万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2,661.28万 | 2.72% | 306,000 | 170,050 | 125.1% | $1,478.92万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $2,702.47万 | 2.76% | 1,503,045 | -235,776 | -13.6% | -$423.93万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $2,851.30万 | 2.91% | 124,658 | 75,430 | 153.2% | $1,725.31万 | 加仓 |
| ERAS | ERASCA INC | $2,996.23万 | 3.06% | 1,851,812 | 534,228 | 40.5% | $864.38万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $3,293.36万 | 3.36% | 2,002,040 | 972,974 | 94.5% | $1,600.54万 | 加仓 |
| ABVX | ABIVAX SA | $3,368.67万 | 3.44% | 302,530 | -119,663 | -28.3% | -$1,332.45万 | 减仓 |
| — | NUVALENT INC | $3,636.09万 | 3.71% | 354,914 | 43,484 | 14.0% | $445.49万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $3,781.24万 | 3.86% | 991,930 | -31,192 | -3.0% | -$118.90万 | 减仓 |
| IMNM | IMMUNOME INC | $4,046.56万 | 4.13% | 1,850,278 | 724,068 | 64.3% | $1,583.54万 | 加仓 |
| CELC | CELCUITY INC | $4,085.10万 | 4.17% | 357,903 | -17,229 | -4.6% | -$196.65万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $5,058.31万 | 5.16% | 1,314,189 | 68,935 | 5.5% | $265.33万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $5,494.63万 | 5.61% | 654,746 | -95,390 | -12.7% | -$800.51万 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $5,790.21万 | 5.91% | 2,876,407 | 449,289 | 18.5% | $904.42万 | 加仓 |
| — | SPDR SERIES TRUST 看跌期权 | $1.05亿 | 10.75% | 825,000 | 825,000 | — | $1.05亿 | 新建仓 |