Silverarc Capital Management, LLC 13F 持仓 · 2026年Q2
Silverarc Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 9.62 亿美元。前几大持仓：ASND（5.72%）、CELC（5.45%）、COGT（5.15%）。本季前 25 大持仓中：新建仓 5 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASND | ASCENDIS PHARMA A/S | $55.0M | 5.72% | 206,234 | 新建仓 |
| 2 | CELC | CELCUITY INC | $52.4M | 5.45% | 500,996 | 增持 |
| 3 | COGT | COGENT BIOSCIENCES INC | $49.6M | 5.15% | 1.3M | 减持 |
| 4 | URGN | UROGEN PHARMA LTD | $47.9M | 4.98% | 1.3M | 减持 |
| 5 | IMNM | IMMUNOME INC | $42.7M | 4.44% | 2.0M | 增持 |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $38.0M | 3.95% | 390,000 | 减持 |
| 7 | RYTM | RHYTHM PHARMACEUTICALS INC | $34.6M | 3.59% | 311,461 | 增持 |
| 8 | ORKA | ORUKA THERAPEUTICS INC | $33.6M | 3.49% | 352,802 | 增持 |
| 9 | GLUE | MONTE ROSA THERAPEUTICS INC | $26.8M | 2.79% | 1.1M | 减持 |
| 10 | SNDX | SYNDAX PHARMACEUTICALS INC | $26.5M | 2.76% | 1.2M | 增持 |
| 11 | ELVN | ENLIVEN THERAPEUTICS INC | $24.8M | 2.58% | 489,382 | 新建仓 |
| 12 | IMVT | IMMUNOVANT INC | $23.9M | 2.48% | 619,096 | 增持 |
| 13 | ERAS | ERASCA INC | $23.1M | 2.40% | 1.3M | 减持 |
| 14 | ABVX | ABIVAX SA | $22.6M | 2.35% | 169,593 | 减持 |
| 15 | SGMT | SAGIMET BIOSCIENCES INC | $22.6M | 2.35% | 2.9M | 新建仓 |
| 16 | PRAX | PRAXIS PRECISION MEDICINES I | $22.0M | 2.29% | 65,679 | 减持 |
| 17 | KOD | KODIAK SCIENCES INC | $21.3M | 2.21% | 546,256 | 减持 |
| 18 | PRNT | ARK ETF TR | $21.0M | 2.19% | 500,000 | 新建仓 |
| 19 | DFTX | DEFINIUM THERAPEUTICS INC | $18.8M | 1.96% | 400,000 | 新建仓 |
| 20 | VCYT | VERACYTE INC | $18.7M | 1.94% | 318,001 | 增持 |
| 21 | SNDX | SYNDAX PHARMACEUTICALS INC | $15.2M | 1.58% | 693,600 | 增持 |
| 22 | GH | GUARDANT HEALTH INC | $15.0M | 1.56% | 99,826 | 增持 |
| 23 | CCCC | C4 THERAPEUTICS INC | $14.2M | 1.47% | 3.0M | 增持 |
| 24 | ZBIO | ZENAS BIOPHARMA INC | $12.9M | 1.34% | 509,789 | 减持 |
| 25 | TRVI | TREVI THERAPEUTICS INC | $12.6M | 1.31% | 678,095 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR