Silverarc Capital Management, LLC Top Holdings and 13F Report (2025) About Silverarc Capital Management, LLCInvestment ActivitySilverarc Capital Management, LLC has $457.18 million in total holdings as of December 31, 2024.Silverarc Capital Management, LLC owns shares of 61 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 27.94% of the portfolio was purchased this quarter.About 22.81% of the portfolio was sold this quarter.This quarter, Silverarc Capital Management, LLC has purchased 69 new stocks and bought additional shares in 34 stocks.Silverarc Capital Management, LLC sold shares of 11 stocks and completely divested from 22 stocks this quarter.Largest Holdings Nuvalent $31,313,096Merus $28,629,532Insmed $25,698,759Verona Pharma $23,963,690Akero Therapeutics $20,574,643 Largest New Holdings this Quarter Pliant Therapeutics $17,326,465 HoldingScholar Rock $7,919,762 HoldingAKERO THERAPEUTICS INC $6,120,400 HoldingUltragenyx Pharmaceutical $5,233,003 HoldingTravere Therapeutics $4,831,698 Holding Largest Purchases this Quarter Pliant Therapeutics 1,315,601 shares (about $17.33M)Syndax Pharmaceuticals 851,654 shares (about $11.26M)Scholar Rock 183,243 shares (about $7.92M)Verona Pharma 167,148 shares (about $7.76M)Ascendis Pharma A/S 46,491 shares (about $6.40M) Largest Sales this Quarter Poseida Therapeutics 2,675,241 shares (about $25.68M)Geron 881,539 shares (about $3.12M)Centessa Pharmaceuticals 145,640 shares (about $2.44M)Cogent Biosciences 300,225 shares (about $2.34M)Vaxcyte 19,712 shares (about $1.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilverarc Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUVLNuvalent$31,313,096$2,236,694 ▲7.7%400,0146.8%MedicalMRUSMerus$28,629,532$1,909,322 ▲7.1%680,8456.3%MedicalINSMInsmed$25,698,759$1,693,896 ▲7.1%372,2305.6%MedicalVRNAVerona Pharma$23,963,690$7,762,353 ▲47.9%516,0145.2%MedicalAKROAkero Therapeutics$20,574,643$2,774,294 ▲15.6%739,5634.5%MedicalVCYTVeracyte$19,929,928$1,295,554 ▲7.0%503,2814.4%MedicalERASErasca$18,935,192$1,499,507 ▲8.6%7,543,9014.1%MedicalPLRXPliant Therapeutics$17,326,465$17,326,465 ▲New Holding1,315,6013.8%MedicalSNDXSyndax Pharmaceuticals$16,265,888$11,258,866 ▲224.9%1,230,4003.6%MedicalRNAAvidity Biosciences$15,809,371$1,980,232 ▲14.3%543,6513.5%MedicalRYTMRhythm Pharmaceuticals$15,332,698$1,025,442 ▲7.2%273,8963.4%MedicalITCIIntra-Cellular Therapies$14,957,179$1,000,152 ▲7.2%179,0853.3%MedicalURGNUroGen Pharma$11,933,037$2,336,014 ▲24.3%1,120,4732.6%MedicalCNTACentessa Pharmaceuticals$10,032,446$2,439,470 ▼-19.6%598,9522.2%MedicalKODKodiak Sciences$9,950,000$4,975,000 ▲100.0%1,000,0002.2%MedicalPSTXPoseida Therapeutics$9,718,147$25,682,313 ▼-72.5%1,012,3072.1%MedicalORICORIC Pharmaceuticals$9,508,881$635,997 ▲7.2%1,178,3002.1%MedicalTELATELA Bio$9,258,260$5,860,977 ▲172.5%3,065,6492.0%MedicalSRRKScholar Rock$7,919,762$7,919,762 ▲New Holding183,2431.7%MedicalWVEWave Life Sciences$7,532,056$230,762 ▼-3.0%608,8971.6%MedicalCOGTCogent Biosciences$7,184,869$2,341,755 ▼-24.6%921,1371.6%MedicalASNDAscendis Pharma A/S$7,088,766$6,400,416 ▲929.8%51,4911.6%MedicalIRONDisc Medicine$6,998,155$413,305 ▲6.3%110,3811.5%MedicalCLDXCelldex Therapeutics$6,685,431$3,021,281 ▲82.5%264,5601.5%MedicalELUTElutia$6,665,694$510,372 ▲8.3%1,782,2711.5%MedicalBDSXBiodesix$6,628,390$1,179,916 ▲21.7%4,332,2811.4%MedicalAKERO THERAPEUTICS INC$6,120,400$6,120,400 ▲New Holding220,0001.3%CALLGOSSGossamer Bio$5,583,053$476,267 ▲9.3%6,171,8471.2%MedicalPRAXIS PRECISION MEDICINES I$5,580,831$421,048 ▲8.2%72,5161.2%COM NEWHELIX ACQUISITION CORP II$5,390,3750.0%513,3691.2%CL A ORD SHSRAREUltragenyx Pharmaceutical$5,233,003$5,233,003 ▲New Holding124,3881.1%MedicalKALVKalVista Pharmaceuticals$5,185,105$318,599 ▲6.5%612,1731.1%MedicalTVTXTravere Therapeutics$4,831,698$4,831,698 ▲New Holding277,3651.1%MedicalCCCCC4 Therapeutics$4,396,072$3,856,072 ▲714.1%1,221,1311.0%MedicalGPCRStructure Therapeutics$4,132,952$2,220,558 ▲116.1%152,3950.9%MedicalTARSTarsus Pharmaceuticals$3,651,928$1,437,128 ▲64.9%65,9550.8%MedicalINCYIncyte$3,384,430$3,384,430 ▲New Holding49,0000.7%MedicalPCVXVaxcyte$3,338,906$1,613,624 ▼-32.6%40,7880.7%MedicalGERNGeron$3,256,878$3,120,648 ▼-48.9%920,0220.7%MedicalTRVITrevi Therapeutics$3,025,044$1,036,835 ▲52.1%734,2340.7%MedicalCGENCompugen$2,485,297$188,594 ▲8.2%1,624,3770.5%MedicalCERSCerus$2,444,331$141,524 ▲6.1%1,587,2280.5%MedicalSYNDAX PHARMACEUTICALS INC$2,279,128$2,279,128 ▲New Holding172,4000.5%CALLABIVAX SA$2,087,078$1,292,273 ▼-38.2%285,1200.5%SPONSORED ADSUNCYUnicycive Therapeutics$1,974,944$1,201,856 ▼-37.8%2,486,7090.4%MedicalVRDNViridian Therapeutics$1,917,000$1,917,000 ▲New Holding100,0000.4%MedicalDCTHDelcath Systems$1,870,113$1,870,113 ▲New Holding155,3250.4%MedicalQUREuniQure$1,766,000$1,766,000 ▲New Holding100,0000.4%MedicalMODDModular Medical$1,742,661$230,140 ▼-11.7%1,272,0150.4%MedicalKALAKALA BIO$1,603,626$1,603,626 ▲New Holding231,0700.4%MedicalNEUMORA THERAPEUTICS INC.$1,560,320$1,560,320 ▲New Holding147,2000.3%CALLOLMAOlema Pharmaceuticals$1,360,028$1,293,100 ▼-48.7%233,2810.3%MedicalGILDGilead Sciences$923,700$923,700 ▲New Holding10,0000.2%MedicalEYPTEyePoint Pharmaceuticals$903,491$158,491 ▲21.3%121,2740.2%MedicalRADIOPHARM THERANOSTICS LTD$841,453$841,453 ▲New Holding187,4060.2%SPONSORED ADSETNB89bio$754,716$32,946 ▲4.6%96,5110.2%MedicalVXRTVaxart$713,599$51,499 ▲7.8%1,077,7820.2%MedicalKPTIKaryopharm Therapeutics$403,068$25,377 ▲6.7%595,9900.1%MedicalFRACTYL HEALTH INC$364,459$21,127 ▲6.2%176,9220.1%COMBIOAGE LABS INC$231,449$347,550 ▼-60.0%39,9740.1%COMRCKTWRocket Pharmaceuticals$3,5960.0%104,8280.0%MedicalALNYAlnylam Pharmaceuticals$0$9,838,923 ▼-100.0%00.0%MedicalPTGXProtagonist Therapeutics$0$6,599,565 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$6,399,988 ▼-100.0%00.0%MedicalADCTADC Therapeutics$0$5,654,502 ▼-100.0%00.0%MedicalBHVNBiohaven$0$4,975,313 ▼-100.0%00.0%MedicalLBPHLongboard Pharmaceuticals$0$4,144,685 ▼-100.0%00.0%MedicalBIIBBiogen$0$3,865,170 ▼-100.0%00.0%MedicalSLDBSolid Biosciences$0$3,190,441 ▼-100.0%00.0%MedicalBNTXBioNTech$0$3,097,878 ▼-100.0%00.0%MedicalMRSNMersana Therapeutics$0$2,997,136 ▼-100.0%00.0%MedicalRLAYRelay Therapeutics$0$2,968,233 ▼-100.0%00.0%MedicalZVRAZevra Therapeutics$0$2,429,000 ▼-100.0%00.0%MedicalPERSPECTIVE THERAPEUTICS INC$0$2,242,613 ▼-100.0%00.0%COM NEWXNCRXencor$0$1,518,446 ▼-100.0%00.0%MedicalEVOGENE LTD$0$945,480 ▼-100.0%00.0%SHS NEWMOLECULAR TEMPLATES INC$0$876,492 ▼-100.0%00.0%COM NEWAPLTApplied Therapeutics$0$850,000 ▼-100.0%00.0%MedicalINSTIL BIO INC$0$708,004 ▼-100.0%00.0%COM NEWBDTXBlack Diamond Therapeutics$0$435,000 ▼-100.0%00.0%MedicalCRBPCorbus Pharmaceuticals$0$367,214 ▼-100.0%00.0%MedicalALIGOS THERAPEUTICS INC$0$227,057 ▼-100.0%00.0%COM NEWVYNEVYNE Therapeutics$0$144,354 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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