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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALL KALVISTA PHARMACEUTICALS INC 290,600.0 $4.7M 0.65% NEW $16.15
42 FULC FULCRUM THERAPEUTICS INC Healthcare 394,650.0 $4.5M 0.62% NEW $11.31 -37.1%
43 CALL FULCRUM THERAPEUTICS INC 391,900.0 $4.4M 0.62% NEW $11.31
44 AARD AARDVARK THERAPEUTICS INC Healthcare 303,939.0 $4.0M 0.55% -3K -1.0% $13.12 -65.2%
45 CCCC C4 THERAPEUTICS INC Healthcare 1,994,224.0 $3.8M 0.53% +97K +5.1% $1.91 +86.4%
46 SURROZEN INC 157,323.0 $3.6M 0.49% NEW $22.60
47 CTNM CONTINEUM THERAPEUTICS INC Healthcare 307,540.0 $3.5M 0.49% +141K +85.1% $11.43 +24.3%
48 MLYS MINERALYS THERAPEUTICS INC Healthcare 94,983.0 $3.4M 0.48% +15K +18.7% $36.29 -24.9%
49 RLAY RELAY THERAPEUTICS INC Healthcare 398,167.0 $3.4M 0.47% NEW $8.46 +51.1%
50 ABEONA THERAPEUTICS INC 627,738.0 $3.3M 0.46% -367K -36.9% $5.27
51 TELA TELA BIO INC Healthcare 2,647,512.0 $3.1M 0.43% -135K -4.9% $1.18 -23.3%
52 QURE UNIQURE NV Healthcare 126,047.0 $3.0M 0.42% -329K -72.3% $23.93 +16.0%
53 TARS TARSUS PHARMACEUTICALS INC Healthcare 36,124.0 $3.0M 0.41% NEW $81.88 -20.4%
54 KYMR KYMERA THERAPEUTICS INC Healthcare 34,589.0 $2.7M 0.37% NEW $77.81 +8.6%
55 CALL ULTRAGENYX PHARMACEUTICAL IN 110,000.0 $2.5M 0.35% -418K -79.2% $23.00
56 NXTC NEXTCURE INC Healthcare 176,057.0 $2.5M 0.35% NEW $14.19 -31.4%
57 ELUTIA INC 2,751,314.0 $1.9M 0.27% -100K -3.5% $0.69
58 SION SIONNA THERAPEUTICS INC Healthcare 41,460.0 $1.7M 0.24% -67K -61.9% $41.14 +4.0%
59 CTMX CYTOMX THERAPEUTICS INC Healthcare 385,974.0 $1.6M 0.23% NEW $4.26 -11.3%
60 XFOR X4 PHARMACEUTICALS INC Healthcare 357,387.0 $1.4M 0.20% NEW $4.00 -1.5%
Page 3 of 4  ·  68 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%