account_balance
Investment manager · 13F filer · SEC CIK 1816307
Silverarc Capital Management, LLC
Reported value$821Mas of Sep 30, 2026
Positions63 15 new, 17 sold out
Top 10 weight54.2%KOD alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KODKodiak Sciences Inc
8.7%Added +37%
CELCCelcuity Inc
7.8%Added +60%
COGTCogent Biosciences Inc
6.1%Added +23%
URGNUrogen Pharma Ltd
5.7%Trimmed −12%
IMNMImmunome Inc
5.5%Added +4%
GLUEMonte Rosa Therapeutics Inc
4.5%Added +181%
SGMTSagimet Biosciences Inc
4.5%Added +28%
ASNDAscendis Pharma A/s
4.2%Trimmed −26%
RYTMRhythm Pharmaceuticals Inc
4.0%Added +12%
BIIBBiogen Inc
3.1%Added +134%
IMVTImmunovant Inc
2.6%
DNTHDianthus Therapeutics Inc
2.5%Trimmed −39%
KODKodiak Sciences Inc
8.7%Added +37%
CELCCelcuity Inc
7.8%Added +60%
COGTCogent Biosciences Inc
6.1%Added +23%
URGNUrogen Pharma Ltd
5.7%Trimmed −12%
IMNMImmunome Inc
5.5%Added +4%
GLUE4.5%SGMT4.5%ASND4.2%RYTM4.0%BIIB3.1%IMVT2.6%DNTH2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KOD Kodiak Sciences Inc 8.7% Added +37%CELC Celcuity Inc 7.8% Added +60%COGT Cogent Biosciences Inc 6.1% Added +23%URGN Urogen Pharma Ltd 5.7% Trimmed −12%IMNM Immunome Inc 5.5% Added +4%GLUE Monte Rosa Therapeutics Inc 4.5% Added +181%SGMT Sagimet Biosciences Inc 4.5% Added +28%ASND Ascendis Pharma A/s 4.2% Trimmed −26%RYTM Rhythm Pharmaceuticals Inc 4.0% Added +12%BIIB Biogen Inc 3.1% Added +134%IMVT Immunovant Inc 2.6% HeldDNTH Dianthus Therapeutics Inc 2.5% Trimmed −39%
What changed