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Portfolio (Quarterly) Guide ↗

SILVERARC CAPITAL MANAGEMENT, LLC

· CIK 0001816307
13F Portfolio $742M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 82 New
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 50,000.0 $2.1M 0.28% NEW $41.65 -11.7%
62 CAMP CAMP4 THERAPEUTICS CORP Healthcare 653,594.0 $2.0M 0.26% NEW $3.00 +52.0%
63 CTNM CONTINEUM THERAPEUTICS INC Healthcare 166,161.0 $2.0M 0.26% NEW $11.75 +16.8%
64 DYN DYNE THERAPEUTICS INC Healthcare 100,000.0 $1.3M 0.17% NEW $12.65 +36.7%
65 LBRX LB PHARMACEUTICALS INC Healthcare 70,000.0 $1.1M 0.15% NEW $15.79 +87.8%
66 PUT CAPRICOR THERAPEUTICS INC 144,700.0 $1.0M 0.14% NEW $7.21
67 MERSANA THERAPEUTICS INC 133,636.0 $1.0M 0.14% NEW $7.76
68 RADIOPHARM THERANOSTICS LTD 187,406.0 $1.0M 0.14% NEW $5.52
69 PUT ATYR PHARMA INC 1,250,000.0 $901K 0.12% NEW $0.72
70 IMVT IMMUNOVANT INC Healthcare 50,000.0 $806K 0.11% NEW $16.12 +70.5%
71 PUT ARCTURUS THERAPEUTICS HLDGS 42,000.0 $774K 0.10% NEW $18.43
72 CALL SYNDAX PHARMACEUTICALS INC 50,000.0 $770K 0.10% NEW $15.39
73 PUT ULTRAGENYX PHARMACEUTICAL IN 25,000.0 $752K 0.10% NEW $30.08
74 CALL MOONLAKE IMMUNOTHERAPEUTICS 65,000.0 $466K 0.06% NEW $7.17
75 MODULAR MED INC 639,531.0 $448K 0.06% NEW $0.70
76 BDSX BIODESIX INC Healthcare 49,607.0 $375K 0.05% NEW $7.55 +88.7%
77 MBX MBX BIOSCIENCES INC Healthcare 15,000.0 $262K 0.04% NEW $17.50 +85.4%
78 ELVN ENLIVEN THERAPEUTICS INC Healthcare 10,675.0 $219K 0.03% NEW $20.47 +102.0%
79 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 30,000.0 $215K 0.03% NEW $7.17 +144.8%
80 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 3,445.0 $63K 0.01% NEW $18.43 -61.9%
Page 4 of 5  ·  82 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%