Filed: 11/12/2025ACC: 0001420506-25-003142
📋 What this filing means
SILVERARC CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $741.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$741.60M
Total AUM (reported)
61.83M
Total Shares
Allocation by class
COM$463.37M62.5%
COM NEW$83.23M11.2%
SPONSORED ADS$50.28M6.8%
SHS$31.97M4.3%
COM PAR $.01$29.76M4.0%
PUT$28.58M3.9%
CALL$22.29M3.0%
Portfolio Concentration
Top 3$119.99M16.2%
4–10$202.81M27.3%
11–25$223.90M30.2%
Rest$194.90M26.3%
Top 3 weight
16.2%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 61.89M
Sole
Full voting authority
61.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
ABIVAX SA
SOLEShares539.70K
TypeSH
Market value$45.82M
6.18%
Sole
539.70K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares370K
TypeSH
Market value$37.37M
5.04%
Sole
370K
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares844.63K
TypeSH
Market value$36.80M
4.96%
Sole
844.63K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares372.30K
TypeSH
Market value$32.20M
4.34%
Sole
372.30K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares1.58M
TypeSH
Market value$31.47M
4.24%
Sole
1.58M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares643.64K
TypeSH
Market value$30.56M
4.12%
Sole
643.64K
Shared
0.00
None
0.00
INSMED INC
SOLEShares206.65K
TypeSH
Market value$29.76M
4.01%
Sole
206.65K
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares674.97K
TypeSH
Market value$26.56M
3.58%
Sole
674.97K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares455K
TypeSH
Market value$26.56M
3.58%
Sole
455K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares638.35K
TypeSH
Market value$25.71M
3.47%
Sole
638.35K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares59.90K
TypeSH
Market value$25.11M
3.39%
Sole
59.90K
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares1.95M
TypeSH
Market value$23.39M
3.15%
Sole
1.95M
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares220.90K
TypeSH
Market value$21.15M
2.85%
Sole
220.90K
Shared
0.00
None
0.00
FRACTYL HEALTH INC
SOLEShares10.60M
TypeSH
Market value$16.85M
2.27%
Sole
10.60M
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares1.36M
TypeSH
Market value$16.61M
2.24%
Sole
1.36M
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1M
TypeSH
Market value$16.37M
2.21%
Sole
1M
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares528.20K
TypeSH
Market value$15.89M
2.14%
Sole
528.20K
Shared
0.00
None
0.00
GOSSAMER BIO INC
SOLEShares4.78M
TypeSH
Market value$12.57M
1.69%
Sole
4.78M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares815.08K
TypeSH
Market value$11.70M
1.58%
Sole
815.08K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares211K
TypeSH
Market value$11.60M
1.56%
Sole
211K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares314.34K
TypeSH
Market value$11.32M
1.53%
Sole
314.34K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares80.42K
TypeSH
Market value$11.27M
1.52%
Sole
80.42K
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares53.55K
TypeSH
Market value$10.65M
1.44%
Sole
53.55K
Shared
0.00
None
0.00
COMPASS THERAPEUTICS INC
SOLEShares2.83M
TypeSH
Market value$9.92M
1.34%
Sole
2.83M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares700K
TypeSH
Market value$9.51M
1.28%
Sole
700K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABIVAX SASOLE | SPONSORED ADS | 539.70K | SH | $45.82M 6.18% | 539.70K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 370K | SH | $37.37M 5.04% | 370K | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 844.63K | SH | $36.80M 4.96% | 844.63K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 372.30K | SH | $32.20M 4.34% | 372.30K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 1.58M | SH | $31.47M 4.24% | 1.58M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 643.64K | SH | $30.56M 4.12% | 643.64K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 206.65K | SH | $29.76M 4.01% | 206.65K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 674.97K | SH | $26.56M 3.58% | 674.97K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 455K | SH | $26.56M 3.58% | 455K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 638.35K | SH | $25.71M 3.47% | 638.35K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | PUT | 59.90K | SH | $25.11M 3.39% | 59.90K | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 1.95M | SH | $23.39M 3.15% | 1.95M | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 220.90K | SH | $21.15M 2.85% | 220.90K | 0.00 | 0.00 |
FRACTYL HEALTH INCSOLE | COM | 10.60M | SH | $16.85M 2.27% | 10.60M | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.36M | SH | $16.61M 2.24% | 1.36M | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1M | SH | $16.37M 2.21% | 1M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | CALL | 528.20K | SH | $15.89M 2.14% | 528.20K | 0.00 | 0.00 |
GOSSAMER BIO INCSOLE | COM | 4.78M | SH | $12.57M 1.69% | 4.78M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 815.08K | SH | $11.70M 1.58% | 815.08K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 211K | SH | $11.60M 1.56% | 211K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 314.34K | SH | $11.32M 1.53% | 314.34K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 80.42K | SH | $11.27M 1.52% | 80.42K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 53.55K | SH | $10.65M 1.44% | 53.55K | 0.00 | 0.00 |
COMPASS THERAPEUTICS INCSOLE | COM | 2.83M | SH | $9.92M 1.34% | 2.83M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 700K | SH | $9.51M 1.28% | 700K | 0.00 | 0.00 |
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