SCM
Silverarc Capital Management Portfolio holdings
AUM
$691M
1-Year Est. Return
359.36%
This Fund
S&P 500
1 Year Est. Return
+359.36%
AUM
$691M
AUM Growth
+$420K
(+0.06%)
Holding
95
Top Buys
| 1 | +$23.5M | |
| 2 | +$19.8M | |
| 3 | +$14.1M | |
| 4 |
Cogent Biosciences
COGT
|
+$12.1M |
| 5 |
Pfizer
PFE
|
+$10.6M |
Top Sells
| 1 | +$36.8M | |
| 2 | +$30.6M | |
| 3 | +$24.8M | |
| 4 |
Insmed
INSM
|
+$24.7M |
| 5 |
CDTX
Cidara Therapeutics
CDTX
|
+$21.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABVX
1
Abivax
ABVX
$9.59B
| $56.9M | 8.24% |
422,193
-117,511
|
|
||
|
2
Cogent Biosciences
COGT
$6.31B
| $44.2M | 6.4% |
1,245,254
+430,179
|
|
||
3
UroGen Pharma
URGN
$1.02B
| $40.7M | 5.89% |
1,738,821
+161,538
|
|
||
4
KalVista Pharmaceuticals
KALV
$823M
| $39.2M | 5.67% |
2,427,118
+1,063,740
|
|
||
5
Celcuity
CELC
$5.17B
| $37.4M | 5.41% |
375,132
+286,446
|
|
||
6
Nuvalent
NUVL
$7.92B
| $31.3M | 4.53% |
311,430
-60,870
|
|
||
7
Dianthus Therapeutics
DNTH
$2.39B
| $30.9M | 4.47% |
750,136
+75,170
|
|
||
8
Kodiak Sciences
KOD
$1.64B
| $28.6M | 4.14% |
1,023,122
+23,122
|
|
||
9
Praxis Precision Medicines
PRAX
$9.34B
| $24.3M | 3.52% |
82,465
+31,255
|
|
||
10
Immunome
IMNM
$2.41B
| $24.2M | 3.5% |
+1,126,210
|
|
||
11
Fractyl Health
GUTS
$72M
| $21.6M | 3.13% |
9,840,041
-759,959
|
|
||
12
Monte Rosa Therapeutics
GLUE
$1.35B
| $16.1M | 2.33% |
1,029,066
+334,124
|
|
||
13
Veracyte
VCYT
$2.89B
| $15.1M | 2.18% |
357,558
+121,767
|
|
||
14
CG Oncology
CGON
$4.86B
| $15M | 2.17% |
361,158
-277,188
|
|
||
15
Rhythm Pharmaceuticals
RYTM
$6.19B
| $14.6M | 2.11% |
135,950
-234,046
|
|
||
16
Syndax Pharmaceuticals
SNDX
$1.89B
| $13.5M | 1.95% |
642,899
+179,191
|
|
||
17
Biogen
BIIB
$28.2B
| $13.3M | 1.92% |
75,412
-5,007
|
|
||
|
18
Insmed
INSM
$31.8B
| $12.4M | 1.79% |
71,256
-135,392
|
|
||
|
CNTA
19
Centessa Pharmaceuticals
CNTA
$3.97B
| $11.5M | 1.66% |
458,203
+316,965
|
|
||
20
Viridian Therapeutics
VRDN
$2.8B
| $10.8M | 1.57% |
348,569
+89,060
|
|
||
21
Ascendis Pharma
ASND
$14.3B
| $10.5M | 1.52% |
49,228
-4,326
|
|
||
|
22
Pfizer
PFE
$157B
| $10.4M | 1.51% |
+419,134
|
|
||
23
Benitec Biopharma
BNTC
$373M
| $9.86M | 1.43% |
731,717
+455,450
|
|
||
24
Avalo Therapeutics
AVTX
$324M
| $9.52M | 1.38% |
524,436
-196,486
|
|
||
25
Guardant Health
GH
$12.3B
| $9.39M | 1.36% |
+91,914
|
|