Silverarc Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 69Value: $489.0MLatest: 2025Q1

SILVERARC CAPITAL MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 69 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "MRUS",
  "AKRO",
  "KNSA",
  "NUVL",
  "ASND",
  "TRVI",
  "CNTA",
  "ALKS",
  "INSM",
  "ORIC",
  "MDGL",
  "PTCT",
  "VCYT",
  "ABVX",
  "AVDL",
  "GPCR",
  null,
  "TVTX",
  "LQDA",
  "MLYS",
  "SNDX",
  "GILD",
  "GUTS",
  "TARS",
  null,
  "NBIX",
  "KALA",
  "KALV",
  "MRSN",
  null,
  "MODD",
  null,
  "TELA",
  "UNCY",
  "BNTC",
  "BDSX",
  "IFRX",
  null,
  null,
  null,
  "RNA",
  "SLDB",
  "PRAX",
  "RYTM",
  "SLNO",
  "QURE",
  "ETNB",
  null,
  "GOSS",
  "WVE",
  "CGEN",
  "ERAS",
  null,
  "DCTH",
  "KURA",
  "KOD",
  "URGN",
  "VRNA",
  "VXRT",
  "XENE",
  "BPMC",
  "BBIO",
  "CCCC",
  "CLDX",
  "CERS",
  "CMPX",
  "DNTH",
  "IRON"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 69
Total Value: 488995340
Accession Number: 0001420506-25-001107
Form Type: 13F-HR
CIK: silverarc-capital-management
Manager Name: Silverarc-Capital-Management

Data Enrichment

87% identified

60 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $489.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Verona Pharma plc

VRNA|925050106

Shares:545.9K

Value:$34.7M

% of Portfolio:7.1% ($34.7M/$489.0M)

Merus N.V.

MRUS|N5749R100

Shares:811.0K

Value:$34.1M

% of Portfolio:7.0% ($34.1M/$489.0M)

Nuvalent, Inc.

NUVL|670703107

Shares:439.0K

Value:$31.1M

% of Portfolio:6.4% ($31.1M/$489.0M)

Akero Therapeutics, Inc.

AKRO|00973Y108

Shares:720.0K

Value:$29.1M

% of Portfolio:6.0% ($29.1M/$489.0M)

INSMED Inc

INSM|457669307

Shares:321.4K

Value:$24.5M

% of Portfolio:5.0% ($24.5M/$489.0M)

KalVista Pharmaceuticals, Inc.

KALV|483497103

Shares:1.7M

Value:$19.6M

% of Portfolio:4.0% ($19.6M/$489.0M)

VERACYTE, INC.

VCYT|92337F107

Shares:633.8K

Value:$18.8M

% of Portfolio:3.8% ($18.8M/$489.0M)

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

Shares:337.6K

Value:$17.9M

% of Portfolio:3.7% ($17.9M/$489.0M)

Syndax Pharmaceuticals Inc

SNDX|87164F105

Shares:1.3M

Value:$16.1M

% of Portfolio:3.3% ($16.1M/$489.0M)

UroGen Pharma Ltd.

URGN|M96088105

Shares:1.4M

Value:$15.3M

% of Portfolio:3.1% ($15.3M/$489.0M)

Avidity Biosciences, Inc.

RNA|05370A108

Shares:411.3K

Value:$12.1M

% of Portfolio:2.5% ($12.1M/$489.0M)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:166.4K

Value:$11.9M

% of Portfolio:2.4% ($11.9M/$489.0M)

Ascendis Pharma A/S

ASND|04351P101

Shares:75.8K

Value:$11.8M

% of Portfolio:2.4% ($11.8M/$489.0M)

Disc Medicine, Inc.

IRON|254604101

Shares:236.5K

Value:$11.7M

% of Portfolio:2.4% ($11.7M/$489.0M)

Oric Pharmaceuticals, Inc.

ORIC|68622P109

Shares:2.1M

Value:$11.5M

% of Portfolio:2.4% ($11.5M/$489.0M)

89bio, Inc.

ETNB|282559103

Shares:1.5M

Value:$11.0M

% of Portfolio:2.2% ($11.0M/$489.0M)

Erasca, Inc.

ERAS|29479A108

Shares:7.4M

Value:$10.1M

% of Portfolio:2.1% ($10.1M/$489.0M)

Wave Life Sciences Ltd.

WVE|Y95308105

Shares:1.1M

Value:$8.5M

% of Portfolio:1.7% ($8.5M/$489.0M)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:72.6K

Value:$8.0M

% of Portfolio:1.6% ($8.0M/$489.0M)

Travere Therapeutics, Inc.

TVTX|89422G107

Shares:408.8K

Value:$7.3M

% of Portfolio:1.5% ($7.3M/$489.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Verona Pharma plc(VRNAcusip925050106)	545.9K	QoQ +5.78% (+29.9K) YoY +299.28% (+409.2K)	All Managers (Combined)	$34.7M	7.1% ($34.7M/$489.0M)	QoQ +44.62% (+$10.7M) YoY +1475.53% (+$32.5M)
Merus N.V.(MRUScusipN5749R100)	811.0K	QoQ +19.11% (+130.2K) YoY +43.21% (+244.7K)	All Managers (Combined)	$34.1M	7.0% ($34.1M/$489.0M)	QoQ +19.23% (+$5.5M) YoY +33.86% (+$8.6M)
Nuvalent, Inc.(NUVLcusip670703107)	439.0K	QoQ +9.75% (-39.0K) YoY +178.29% (+281.3K)	All Managers (Combined)	$31.1M	6.4% ($31.1M/$489.0M)	QoQ -0.56% (-$177.9K) YoY +162.84% (+$19.3M)
Akero Therapeutics, Inc.(AKROcusip00973Y108)	720.0K	QoQ -2.64% (-19.6K) YoY +80.02% (+320.0K)	All Managers (Combined)	$29.1M	6.0% ($29.1M/$489.0M)	QoQ +41.65% (-$8.6M) YoY +188.48% (+$19.0M)
INSMED Inc(INSMcusip457669307)	321.4K	QoQ -13.66% (-50.9K) YoY +182.85% (+207.8K)	All Managers (Combined)	$24.5M	5.0% ($24.5M/$489.0M)	QoQ -4.59% (-$1.2M) YoY +695.38% (+$21.4M)
KalVista Pharmaceuticals, Inc.(KALVcusip483497103)	1.7M	QoQ +177.53% (+1.1M) YoY +202.75% (+1.1M)	All Managers (Combined)	$19.6M	4.0% ($19.6M/$489.0M)	QoQ +278.12% (+$14.4M) YoY +194.58% (+$13.0M)
VERACYTE, INC.(VCYTcusip92337F107)	633.8K	QoQ +25.93% (-130.6K) YoY +125.74% (+353.1K)	All Managers (Combined)	$18.8M	3.8% ($18.8M/$489.0M)	QoQ -5.70% (-$1.1M) YoY +202.04% (+$12.6M)
RHYTHM PHARMACEUTICALS, INC.(RYTMcusip76243J105)	337.6K	QoQ +23.26% (+63.7K) YoY +83.70% (+153.8K)	All Managers (Combined)	$17.9M	3.7% ($17.9M/$489.0M)	QoQ +16.63% (+$2.6M) YoY +124.57% (+$9.9M)
Syndax Pharmaceuticals Inc(SNDXcusip87164F105)	1.3M	QoQ +6.40% (-78.8K) YoY NEW(+1.3M)	All Managers (Combined)	$16.1M	3.3% ($16.1M/$489.0M)	QoQ -1.11% (-$182.1K) YoY NEW(+$16.1M)
UroGen Pharma Ltd.(URGNcusipM96088105)	1.4M	QoQ +23.26% (+260.7K) YoY +171.56% (+872.6K)	All Managers (Combined)	$15.3M	3.1% ($15.3M/$489.0M)	QoQ +28.01% (+$3.3M) YoY +100.23% (+$7.6M)
Avidity Biosciences, Inc.(RNAcusip05370A108)	411.3K	QoQ -24.34% (-132.3K) YoY -15.93% (-78.0K)	All Managers (Combined)	$12.1M	2.5% ($12.1M/$489.0M)	QoQ -23.19% (-$3.7M) YoY -2.76% (-$345.1K)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	166.4K	QoQ NEW(+166.4K) YoY NEW(+166.4K)	All Managers (Combined)	$11.9M	2.4% ($11.9M/$489.0M)	QoQ NEW(+$11.9M) YoY NEW(+$11.9M)
Ascendis Pharma A/S(ASNDcusip04351P101)	75.8K	QoQ +47.11% (+24.3K) YoY NEW(+75.8K)	All Managers (Combined)	$11.8M	2.4% ($11.8M/$489.0M)	QoQ +66.55% (+$4.7M) YoY NEW(+$11.8M)
Disc Medicine, Inc.(IRONcusip254604101)	236.5K	QoQ +114.23% (+126.1K) YoY NEW(+236.5K)	All Managers (Combined)	$11.7M	2.4% ($11.7M/$489.0M)	QoQ +67.73% (+$4.7M) YoY NEW(+$11.7M)
Oric Pharmaceuticals, Inc.(ORICcusip68622P109)	2.1M	QoQ +74.84% (+881.9K) YoY +85.10% (-947.2K)	All Managers (Combined)	$11.5M	2.4% ($11.5M/$489.0M)	QoQ +20.89% (+$2.0M) YoY -24.88% (-$3.8M)
89bio, Inc.(ETNBcusip282559103)	1.5M	QoQ +1465.10% (+1.4M) YoY +1536.54% (+1.4M)	All Managers (Combined)	$11.0M	2.2% ($11.0M/$489.0M)	QoQ +1355.02% (+$10.2M) YoY +922.13% (+$9.9M)
Erasca, Inc.(ERAScusip29479A108)	7.4M	QoQ -2.33% (-175.9K) YoY +3191.56% (+7.1M)	All Managers (Combined)	$10.1M	2.1% ($10.1M/$489.0M)	QoQ -46.69% (-$8.8M) YoY +2089.04% (+$9.6M)
Wave Life Sciences Ltd.(WVEcusipY95308105)	1.1M	QoQ +72.50% (+441.5K) YoY +111.99% (+554.9K)	All Managers (Combined)	$8.5M	1.7% ($8.5M/$489.0M)	QoQ +12.67% (+$955.0K) YoY +177.62% (+$5.4M)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	72.6K	QoQ NEW(+72.6K) YoY NEW(+72.6K)	All Managers (Combined)	$8.0M	1.6% ($8.0M/$489.0M)	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
Travere Therapeutics, Inc.(TVTXcusip89422G107)	408.8K	QoQ +47.40% (+131.5K) YoY NEW(+408.8K)	All Managers (Combined)	$7.3M	1.5% ($7.3M/$489.0M)	QoQ +51.63% (+$2.5M) YoY NEW(+$7.3M)