SCM
Silverarc Capital Management Portfolio holdings
AUM
$849M
1-Year Est. Return
470.8%
This Fund
S&P 500
1 Year Est. Return
+470.8%
AUM
$849M
AUM Growth
+$158M
(+23%)
Holding
87
Top Buys
| 1 | +$25.5M | |
| 2 | +$18.6M | |
| 3 | +$16.9M | |
| 4 |
Rhythm Pharmaceuticals
RYTM
|
+$16.5M |
| 5 |
Immunome
IMNM
|
+$16.1M |
Top Sells
| 1 | +$14.2M | |
| 2 | +$11M | |
| 3 | +$10.8M | |
| 4 |
Pfizer
PFE
|
+$10.4M |
| 5 |
Avalo Therapeutics
AVTX
|
+$9.52M |
Sector Composition
| 1 | Healthcare | 98.55% |
| 2 | Financials | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
KalVista Pharmaceuticals
KALV
$1.43B
| $57.9M | 6.82% |
2,876,407
+449,289
|
|
||
2
Dianthus Therapeutics
DNTH
$5.08B
| $54.9M | 6.47% |
654,746
-95,390
|
|
||
3
Cogent Biosciences
COGT
$5.97B
| $50.6M | 5.96% |
1,314,189
+68,935
|
|
||
4
Celcuity
CELC
$6.48B
| $40.9M | 4.81% |
357,903
-17,229
|
|
||
|
5
Immunome
IMNM
$2.47B
| $40.5M | 4.77% |
1,850,278
+724,068
|
|
||
6
Kodiak Sciences
KOD
$2.3B
| $37.8M | 4.46% |
991,930
-31,192
|
|
||
7
Nuvalent
NUVL
$8.72B
| $36.4M | 4.28% |
354,914
+43,484
|
|
||
|
ABVX
8
Abivax
ABVX
$10.6B
| $33.7M | 3.97% |
302,530
-119,663
|
|
||
9
Monte Rosa Therapeutics
GLUE
$1.67B
| $32.9M | 3.88% |
2,002,040
+972,974
|
|
||
10
Erasca
ERAS
$3.99B
| $30M | 3.53% |
1,851,812
+534,228
|
|
||
11
Ascendis Pharma A/S
ASND
$13.8B
| $28.5M | 3.36% |
124,658
+75,430
|
|
||
12
UroGen Pharma
URGN
$1.37B
| $27M | 3.18% |
1,503,045
-235,776
|
|
||
|
13
Rhythm Pharmaceuticals
RYTM
$6.05B
| $26.6M | 3.14% |
306,000
+170,050
|
|
||
14
Praxis Precision Medicines
PRAX
$9.76B
| $23.1M | 2.72% |
71,552
-10,913
|
|
||
|
ZBIO
15
Zenas BioPharma
ZBIO
$1.16B
| $22.2M | 2.62% |
+1,135,935
|
|
||
16
Syndax Pharmaceuticals
SNDX
$1.74B
| $20.8M | 2.45% |
888,987
+246,088
|
|
||
|
CNTA
17
Centessa Pharmaceuticals
CNTA
$6.15B
| $18.5M | 2.18% |
466,345
+8,142
|
|
||
18
Scholar Rock
SRRK
$5.91B
| $16.7M | 1.97% |
+339,613
|
|
||
19
Alkermes
ALKS
$7.03B
| $16.3M | 1.92% |
+460,314
|
|
||
20
Oric Pharmaceuticals
ORIC
$875M
| $13.9M | 1.64% |
1,100,010
-16,594
|
|
||
21
Disc Medicine
IRON
$2.66B
| $12.5M | 1.48% |
+196,028
|
|
||
|
HLXC
22
Helix Acquisition Corp III
HLXC
$225M
| $12.3M | 1.45% |
+1,208,986
|
|
||
23
Xenon Pharmaceuticals
XENE
$5.29B
| $11.5M | 1.36% |
+197,759
|
|
||
24
CG Oncology
CGON
$5.49B
| $11.3M | 1.33% |
166,349
-194,809
|
|
||
25
Immunovant
IMVT
$6.84B
| $10.3M | 1.21% |
+414,236
|
|