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Portfolio (Quarterly) Guide ↗

SILVERARC CAPITAL MANAGEMENT, LLC

· CIK 0001816307
13F Portfolio $720M AUM 68 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 18 Added 27 Reduced 35 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IMNM IMMUNOME INC Healthcare 1,126,210.0 $24.2M 3.36% NEW $21.48 +2.5%
2 CALL UNIQURE NV 720,800.0 $17.2M 2.40% NEW $23.93
3 PFE PFIZER INC Healthcare 419,134.0 $10.4M 1.45% NEW $24.90 +3.4%
4 GH GUARDANT HEALTH INC Healthcare 91,914.0 $9.4M 1.30% NEW $102.14 -3.4%
5 SYRE SPYRE THERAPEUTICS INC Healthcare 187,737.0 $6.2M 0.85% NEW $32.76 +130.9%
6 SOLENO THERAPEUTICS INC 117,485.0 $5.4M 0.76% NEW $46.30
7 CALL KALVISTA PHARMACEUTICALS INC 290,600.0 $4.7M 0.65% NEW $16.15
8 FULC FULCRUM THERAPEUTICS INC Healthcare 394,650.0 $4.5M 0.62% NEW $11.31 -37.1%
9 CALL FULCRUM THERAPEUTICS INC 391,900.0 $4.4M 0.62% NEW $11.31
10 SURROZEN INC 157,323.0 $3.6M 0.49% NEW $22.60
11 RLAY RELAY THERAPEUTICS INC Healthcare 398,167.0 $3.4M 0.47% NEW $8.46 +51.1%
12 TARS TARSUS PHARMACEUTICALS INC Healthcare 36,124.0 $3.0M 0.41% NEW $81.88 -20.4%
13 KYMR KYMERA THERAPEUTICS INC Healthcare 34,589.0 $2.7M 0.37% NEW $77.81 +8.6%
14 NXTC NEXTCURE INC Healthcare 176,057.0 $2.5M 0.35% NEW $14.19 -31.4%
15 CTMX CYTOMX THERAPEUTICS INC Healthcare 385,974.0 $1.6M 0.23% NEW $4.26 -11.3%
16 XFOR X4 PHARMACEUTICALS INC Healthcare 357,387.0 $1.4M 0.20% NEW $4.00 -1.5%
17 EWTX EDGEWISE THERAPEUTICS INC Healthcare 42,052.0 $1.0M 0.14% NEW $24.81 +37.1%
18 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 100,000.0 $750K 0.10% NEW $7.50 +30.8%
19 ADGM ADAGIO MED HLDGS INC Healthcare 515,384.0 $536K 0.07% NEW $1.04 -17.3%
20 PALISADE BIO INC 102,108.0 $240K 0.03% NEW $2.35
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%