Institutional Fund
Silverarc Capital Management, LLC
Boston, MACIK 18163075 filings on record
Portfolio Value
$848.65M
Q1 2026
Holdings
67
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+22.8%
from $691.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kalvista Pharmaceuticals Inc6.8%
- Dianthus Therapeutics Inc6.5%
- Cogent Biosciences Inc6.0%
- Celcuity Inc4.8%
- Immunome Inc4.8%
- Kodiak Sciences Inc4.5%
- Other66.7%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kalvista Pharmaceuticals Inc | 2.88M | $57.90M | 6.8% | +449.3K | Added |
| 2 | Dianthus Therapeutics Inc | 654.7K | $54.95M | 6.5% | −95.4K | Reduced |
| 3 | Cogent Biosciences Inc | 1.31M | $50.58M | 6.0% | +68.9K | Added |
| 4 | Celcuity Inc | 357.9K | $40.85M | 4.8% | −17.2K | Reduced |
| 5 | Immunome Inc | 1.85M | $40.47M | 4.8% | +724.1K | Added |
| 6 | Kodiak Sciences Inc | 991.9K | $37.81M | 4.5% | −31.2K | Reduced |
| 7 | Nuvalent Inc | 354.9K | $36.36M | 4.3% | +43.5K | Added |
| 8 | Abivax SA | 302.5K | $33.69M | 4.0% | −119.7K | Reduced |
| 9 | Monte Rosa Therapeutics Inc | 2.00M | $32.93M | 3.9% | +973.0K | Added |
| 10 | Erasca Inc | 1.85M | $29.96M | 3.5% | +534.2K | Added |
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