13F HOLDINGS REPORT
SILVERARC CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001420506-26-000321
Total Value
$720.1M
Positions
68
Other Managers
1
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ABIVAX SA | AAVXF | 422,193 | $56.9M | 7.91% |
| 2 | COGENT BIOSCIENCES INC | COGT | 1,245,254 | $44.2M | 6.14% |
| 3 | UROGEN PHARMA LTD | URGN | 1,738,821 | $40.7M | 5.66% |
| 4 | KALVISTA PHARMACEUTICALS INC | KALV | 2,427,118 | $39.2M | 5.44% |
| 5 | CELCUITY INC | CELC | 375,132 | $37.4M | 5.20% |
| 6 | NUVALENT INC | NUVL | 311,430 | $31.3M | 4.35% |
| 7 | DIANTHUS THERAPEUTICS INC | DNTH | 750,136 | $30.9M | 4.29% |
| 8 | KODIAK SCIENCES INC | KOD | 1,023,122 | $28.6M | 3.97% |
| 9 | PRAXIS PRECISION MEDICINES I | PRAX | 82,465 | $24.3M | 3.38% |
| 10 | IMMUNOME INC | IMNM | 1,126,210 | $24.2M | 3.36% |
| 11 | FRACTYL HEALTH INC | GUTS | 9,840,041 | $21.6M | 3.01% |
| 12 | UNIQURE NV | QURE | 720,800 | $17.2M | 2.40% |
| 13 | MONTE ROSA THERAPEUTICS INC | GLUE | 1,029,066 | $16.1M | 2.24% |
| 14 | VERACYTE INC | VCYT | 357,558 | $15.1M | 2.09% |
| 15 | CG ONCOLOGY INC | CGON | 361,158 | $15.0M | 2.08% |
| 16 | RHYTHM PHARMACEUTICALS INC | RYTM | 135,950 | $14.6M | 2.02% |
| 17 | SYNDAX PHARMACEUTICALS INC | SNDX | 642,899 | $13.5M | 1.88% |
| 18 | BIOGEN INC | BIIB | 75,412 | $13.3M | 1.84% |
| 19 | INSMED INC | INSM | 71,256 | $12.4M | 1.72% |
| 20 | CENTESSA PHARMACEUTICALS PLC | CNTA | 458,203 | $11.5M | 1.59% |
| 21 | VIRIDIAN THERAPEUTICS INC | VRDN | 348,569 | $10.8M | 1.51% |
| 22 | ASCENDIS PHARMA A/S | ASND | 49,228 | $10.5M | 1.46% |
| 23 | PFIZER INC | PFE | 419,134 | $10.4M | 1.45% |
| 24 | BENITEC BIOPHARMA INC | BNTC | 731,717 | $9.9M | 1.37% |
| 25 | AVALO THERAPEUTICS INC | AVTX | 524,436 | $9.5M | 1.32% |
| 26 | GUARDANT HEALTH INC | GH | 91,914 | $9.4M | 1.30% |
| 27 | ORIC PHARMACEUTICALS INC | ORIC | 1,116,604 | $9.1M | 1.27% |
| 28 | VAXCYTE INC | PCVX | 148,787 | $6.9M | 0.95% |
| 29 | TREVI THERAPEUTICS INC | TRVI | 541,240 | $6.8M | 0.94% |
| 30 | GOSSAMER BIO INC | GOSS | 2,135,722 | $6.6M | 0.92% |
| 31 | SPYRE THERAPEUTICS INC | SYRE | 187,737 | $6.2M | 0.85% |
| 32 | LEXEO THERAPEUTICS INC | LXEO | 617,608 | $6.1M | 0.85% |
| 33 | AMYLYX PHARMACEUTICALS INC | AMLX | 506,242 | $6.1M | 0.85% |
| 34 | CERUS CORP | CERS | 2,814,383 | $5.8M | 0.81% |
| 35 | COMPASS THERAPEUTICS INC | CMPX | 1,051,343 | $5.6M | 0.78% |
| 36 | SOLENO THERAPEUTICS INC | SLNO | 117,485 | $5.4M | 0.76% |
| 37 | COMPUGEN LTD | CGEN | 3,479,805 | $5.3M | 0.74% |
| 38 | CELLDEX THERAPEUTICS INC NEW | CLDX | 191,074 | $5.2M | 0.72% |
| 39 | OLEMA PHARMACEUTICALS INC | OLMA | 206,280 | $5.2M | 0.72% |
| 40 | ERASCA INC | ERAS | 1,317,584 | $4.9M | 0.68% |
| 41 | KALVISTA PHARMACEUTICALS INC | KALV | 290,600 | $4.7M | 0.65% |
| 42 | FULCRUM THERAPEUTICS INC | FULC | 394,650 | $4.5M | 0.62% |
| 43 | FULCRUM THERAPEUTICS INC | FULC | 391,900 | $4.4M | 0.62% |
| 44 | AARDVARK THERAPEUTICS INC | AARD | 303,939 | $4.0M | 0.55% |
| 45 | C4 THERAPEUTICS INC | CCCC | 1,994,224 | $3.8M | 0.53% |
| 46 | SURROZEN INC | SRZNW | 157,323 | $3.6M | 0.49% |
| 47 | CONTINEUM THERAPEUTICS INC | CTNM | 307,540 | $3.5M | 0.49% |
| 48 | MINERALYS THERAPEUTICS INC | MLYS | 94,983 | $3.4M | 0.48% |
| 49 | RELAY THERAPEUTICS INC | RLAY | 398,167 | $3.4M | 0.47% |
| 50 | ABEONA THERAPEUTICS INC | ABEO | 627,738 | $3.3M | 0.46% |
| 51 | TELA BIO INC | TELA | 2,647,512 | $3.1M | 0.43% |
| 52 | UNIQURE NV | QURE | 126,047 | $3.0M | 0.42% |
| 53 | TARSUS PHARMACEUTICALS INC | TARS | 36,124 | $3.0M | 0.41% |
| 54 | KYMERA THERAPEUTICS INC | KYMR | 34,589 | $2.7M | 0.37% |
| 55 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 110,000 | $2.5M | 0.35% |
| 56 | NEXTCURE INC | NXTC | 176,057 | $2.5M | 0.35% |
| 57 | ELUTIA INC | ELUT | 2,751,314 | $1.9M | 0.26% |
| 58 | SIONNA THERAPEUTICS INC | SION | 41,460 | $1.7M | 0.24% |
| 59 | CYTOMX THERAPEUTICS INC | CTMX | 385,974 | $1.6M | 0.23% |
| 60 | X4 PHARMACEUTICALS INC | XFOR | 357,387 | $1.4M | 0.20% |
| 61 | EDGEWISE THERAPEUTICS INC | EWTX | 42,052 | $1.0M | 0.14% |
| 62 | RADIOPHARM THERANOSTICS LTD | RDPTF | 187,406 | $978,259 | 0.14% |
| 63 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 100,000 | $750,000 | 0.10% |
| 64 | ADAGIO MED HLDGS INC | 00534B100 | 515,384 | $535,999 | 0.07% |
| 65 | RAPPORT THERAPEUTICS INC | RAPP | 9,659 | $293,054 | 0.04% |
| 66 | PALISADE BIO INC | PALI | 102,108 | $239,954 | 0.03% |
| 67 | IBIO INC | IBIO | 106,000 | $204,580 | 0.03% |
| 68 | ROCKET PHARMACEUTICALS INC | RCKTW | 104,828 | $2,547 | 0.00% |