Silverarc Capital Management, LLC Top Holdings and 13F Report (2025) About Silverarc Capital Management, LLCInvestment ActivitySilverarc Capital Management, LLC has $542.29 million in total holdings as of June 30, 2025.Silverarc Capital Management, LLC owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 29.15% of the portfolio was purchased this quarter.About 32.07% of the portfolio was sold this quarter.This quarter, Silverarc Capital Management, LLC has purchased 69 new stocks and bought additional shares in 18 stocks.Silverarc Capital Management, LLC sold shares of 25 stocks and completely divested from 23 stocks this quarter.Largest Holdings Merus $39,027,727Akero Therapeutics $38,088,955Verona Pharma PLC American Depositary Share $33,887,730Urogen Pharma $27,708,003Rhythm Pharmaceuticals $25,324,783 Largest New Holdings this Quarter N5749R900 - MERUS N V $20,119,500 Holding78464A900 - SPDR SERIES TRUST $16,586,000 Holding156944100 - CG ONCOLOGY INC $14,066,884 Holding80706P103 - Scholar Rock $12,078,574 Holding92243G108 - Vaxcyte $9,356,248 Holding Largest Purchases this Quarter MERUS N V 382,500 shares (about $20.12M)SPDR SERIES TRUST 200,000 shares (about $16.59M)CG ONCOLOGY INC 541,034 shares (about $14.07M)Scholar Rock 341,010 shares (about $12.08M)Neurocrine Biosciences 90,386 shares (about $11.36M) Largest Sales this Quarter Verona Pharma PLC American Depositary Share 187,575 shares (about $17.74M)Nuvalent 203,435 shares (about $15.52M)Syndax Pharmaceuticals 906,260 shares (about $8.49M)AKERO THERAPEUTICS INC 155,600 shares (about $8.30M)Insmed 72,306 shares (about $7.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilverarc Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRUSMerus$39,027,727$3,631,977 ▼-8.5%741,9727.2%MedicalAKROAkero Therapeutics$38,088,955$329,818 ▼-0.9%713,8117.0%MedicalVRNAVerona Pharma PLC American Depositary Share$33,887,730$17,740,843 ▼-34.4%358,2976.2%MedicalURGNUrogen Pharma$27,708,003$8,786,139 ▲46.4%2,022,4825.1%MedicalRYTMRhythm Pharmaceuticals$25,324,783$3,991,523 ▲18.7%400,7724.7%MedicalINSMInsmed$25,065,398$7,276,876 ▼-22.5%249,0604.6%MedicalKALVKalVista Pharmaceuticals$20,712,693$1,505,679 ▲7.8%1,832,1713.8%MedicalNBIXNeurocrine Biosciences$20,483,574$11,360,617 ▲124.5%162,9693.8%MedicalMERUS N V$20,119,500$20,119,500 ▲New Holding382,5003.7%CALLETNB89BIO$20,004,194$5,171,104 ▲34.9%2,037,0873.7%MedicalORICOric Pharmaceuticals$18,278,414$2,633,022 ▼-12.6%1,800,8293.4%MedicalNUVLNuvalent$17,974,983$15,522,091 ▼-46.3%235,5833.3%MedicalSLNOSoleno Therapeutics$17,140,634$3,198,218 ▲22.9%204,5913.2%MedicalSPDR SERIES TRUST$16,586,000$16,586,000 ▲New Holding200,0003.1%CALLASNDAscendis Pharma A/S$14,938,875$1,864,253 ▲14.3%86,5522.8%MedicalCG ONCOLOGY INC$14,066,884$14,066,884 ▲New Holding541,0342.6%COMVCYTVeracyte$12,122,820$5,009,659 ▼-29.2%448,4952.2%MedicalSRRKScholar Rock$12,078,574$12,078,574 ▲New Holding341,0102.2%MedicalRNAAvidity Biosciences$11,644,000$37,261 ▼-0.3%410,0002.1%MedicalPCVXVaxcyte$9,356,248$9,356,248 ▲New Holding287,7961.7%MedicalPFEPfizer$8,346,753$8,346,753 ▲New Holding344,3381.5%MedicalNUVALENT INC$7,645,260$7,645,260 ▲New Holding100,2001.4%CALLHELIX ACQUISITION CORP II$6,514,2340.0%613,3931.2%CL A ORD SHSGOSSGossamer Bio$6,330,542$1,443,899 ▼-18.6%5,146,7821.2%MedicalMETSERA INC$5,905,679$2,697,686 ▲84.1%207,5811.1%COMELUTElutia$5,468,134$181,423 ▲3.4%2,761,6841.0%MedicalCGENCompugen$5,400,305$246,439 ▲4.8%3,033,8791.0%MedicalTELATELA Bio$5,392,802$16,504 ▲0.3%2,779,7951.0%MedicalABEOAbeona Therapeutics$5,213,661$5,213,661 ▲New Holding917,8981.0%MedicalCIDARA THERAPEUTICS INC$5,063,064$5,063,064 ▲New Holding103,9430.9%COM NEWCLDXCelldex Therapeutics$4,038,274$153,052 ▼-3.7%198,4410.7%MedicalAARDVARK THERAPEUTICS INC$3,877,631$2,262,045 ▲140.0%286,8070.7%COMMLTXMoonLake Immunotherapeutics$3,871,486$3,871,486 ▲New Holding82,0230.7%MedicalSNDXSyndax Pharmaceuticals$3,773,758$8,487,125 ▼-69.2%402,9640.7%MedicalGPCRStructure Therapeutics$3,642,691$257,860 ▼-6.6%175,6360.7%MedicalCOGENT COMMUNICATIONS HLDGS$3,590,000$3,590,000 ▲New Holding500,0000.7%CALLCERSCerus$3,508,490$44,773 ▲1.3%2,488,2910.6%MedicalERASErasca$3,263,381$6,093,975 ▼-65.1%2,569,5910.6%MedicalCMPXCompass Therapeutics$3,249,431$974,771 ▲42.9%1,249,7810.6%MedicalSIONNA THERAPEUTICS INC$3,227,360$1,247,066 ▲63.0%186,0150.6%COMBENITEC BIOPHARMA INC$2,962,838$37,838 ▲1.3%253,2340.5%COM NEWTRVITrevi Therapeutics$2,951,541$52,441 ▲1.8%539,5870.5%MedicalQUREuniQure$2,823,756$11,640 ▼-0.4%202,5650.5%MedicalHIMS & HERS HEALTH INC$2,492,500$2,492,500 ▲New Holding50,0000.5%PUTKINIKSA PHARMACEUTICALS INTL$2,101,786$339,124 ▼-13.9%75,9590.4%ORD SHS CL AORUKA THERAPEUTICS INC$1,854,011$1,854,011 ▲New Holding165,3890.3%COMDIANTHUS THERAPEUTICS INC$1,784,866$1,761,057 ▼-49.7%95,8060.3%COMTOURMALINE BIO INC$1,747,019$1,747,019 ▲New Holding109,2570.3%COMMLYSMineralys Therapeutics$1,559,765$3,018,163 ▼-65.9%115,2820.3%MedicalKODKodiak Sciences$1,497,744$150,196 ▼-9.1%401,5400.3%MedicalCAPRICOR THERAPEUTICS INC$1,436,871$1,436,871 ▲New Holding144,7000.3%PUTDCTHDelcath Systems$1,401,154$1,202,839 ▼-46.2%103,0260.3%MedicalAKERO THERAPEUTICS INC$1,334,000$8,302,816 ▼-86.2%25,0000.2%CALLMRSNMersana Therapeutics$926,013$11,815 ▲1.3%3,128,4210.2%MedicalRADIOPHARM THERANOSTICS LTD$869,5640.0%187,4060.2%SPONSORED ADSMODDModular Medical$529,220$185,146 ▼-25.9%710,3630.1%MedicalSYNDAX PHARMACEUTICALS INC$468,000$468,000 ▲New Holding50,0000.1%CALLPRAXIS PRECISION MEDICINES I$420,500$6,562,912 ▼-94.0%10,0000.1%COM NEWFRACTYL HEALTH INC$328,196$56,470 ▼-14.7%202,5900.1%COMBDSXBiodesix$302,058$854,514 ▼-73.9%1,070,3670.1%MedicalSAGIMET BIOSCIENCES INC$286,047$286,047 ▲New Holding37,5390.1%COM SER AELVNEnliven Therapeutics$200,600$200,600 ▲New Holding10,0000.0%MedicalCNTACentessa Pharmaceuticals$65,700$2,992,740 ▼-97.9%5,0000.0%MedicalNEKTAR THERAPEUTICS$8,941$8,941 ▲New Holding3460.0%COM NEWRCKTWRocket Pharmaceuticals$3,0190.0%104,8280.0%MedicalIRONDisc Medicine$0$11,738,420 ▼-100.0%00.0%MedicalWVEWAVE Life Sciences$0$8,487,022 ▼-100.0%00.0%MedicalTVTXTravere Therapeutics$0$7,326,574 ▼-100.0%00.0%MedicalGILDGilead Sciences$0$6,950,349 ▼-100.0%00.0%MedicalTARSTarsus Pharmaceuticals$0$4,177,973 ▼-100.0%00.0%MedicalALKSAlkermes$0$4,123,240 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$4,043,008 ▼-100.0%00.0%MedicalBBIOBridgeBio Pharma$0$3,837,270 ▼-100.0%00.0%MedicalKURAKura Oncology$0$3,837,035 ▼-100.0%00.0%MedicalMDGLMadrigal Pharmaceuticals$0$3,426,243 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$3,305,406 ▼-100.0%00.0%MedicalLQDALiquidia Technologies$0$3,157,341 ▼-100.0%00.0%MedicalPTCTPTC Therapeutics$0$3,077,423 ▼-100.0%00.0%MedicalSOLENO THERAPEUTICS INC$0$3,036,625 ▼-100.0%00.0%PUTSLDBSolid Biosciences$0$1,673,284 ▼-100.0%00.0%MedicalCCCCC4 Therapeutics$0$1,411,680 ▼-100.0%00.0%MedicalKALAKALA BIO$0$1,410,033 ▼-100.0%00.0%MedicalUNCYUnicycive Therapeutics$0$1,387,515 ▼-100.0%00.0%MedicalABIVAX SA$0$1,318,131 ▼-100.0%00.0%SPONSORED ADSIFRXInflaRx$0$1,184,798 ▼-100.0%00.0%MedicalXENEXenon Pharmaceuticals$0$339,560 ▼-100.0%00.0%MedicalAVADEL PHARMACEUTICALS PLC$0$308,236 ▼-100.0%00.0%COM SHSVXRTVaxart$0$278,317 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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