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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWTX EDGEWISE THERAPEUTICS INC Healthcare 42,052.0 $1.0M 0.14% NEW $24.81 +37.1%
62 RADIOPHARM THERANOSTICS LTD 187,406.0 $978K 0.14% $5.22
63 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 100,000.0 $750K 0.10% NEW $7.50 +30.8%
64 ADGM ADAGIO MED HLDGS INC Healthcare 515,384.0 $536K 0.07% NEW $1.04 -17.3%
65 RAPP RAPPORT THERAPEUTICS INC Healthcare 9,659.0 $293K 0.04% -194K -95.3% $30.34 +25.1%
66 PALISADE BIO INC 102,108.0 $240K 0.03% NEW $2.35
67 IBIO INC 106,000.0 $205K 0.03% NEW $1.93
68 ROCKET PHARMACEUTICALS INC 104,828.0 $3K $0.02
Page 4 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%