SCM
NUVL

Silverarc Capital Management’s Nuvalent NUVL Stock Holding History

Silverarc Capital Management’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.4M Buy
354,914
+43,484
+14% +$4.43M 3.71% 8
2025
Q4 		$31.3M Sell
311,430
-60,870
-16% -$6M 4.35% 6
2025
Q3 		$32.2M Buy
372,300
+136,717
+58% +$10.8M 4.34% 4
2025
Q2 		$18M Sell
235,583
-203,435
-46% -$14.9M 3.31% 12
2025
Q1 		$31.1M Buy
439,018
+39,004
+10% +$3.05M 6.37% 3
2024
Q4 		$31.3M Buy
400,014
+28,573
+8% +$2.67M 6.85% 1
2024
Q3 		$38M Sell
371,441
-94,269
-20% -$7.82M 8.53% 1
2024
Q2 		$35.3M Buy
465,710
+307,960
+195% +$21.9M 8.33% 2
2024
Q1 		$11.8M Sell
157,750
-35,250
-18% -$2.81M 3.29% 8
2023
Q4 		$14.2M Buy
+193,000
New +$11.9M 4.23% 4
2023
Q3 		– Sell
-115,067
Closed -$4.85M – 94
2023
Q2 		$4.85M Sell
115,067
-166,466
-59% -$6.29M 1.5% 23
2023
Q1 		$7.35M Sell
281,533
-21,430
-7% -$634K 3.03% 8
2022
Q4 		$9.02M Buy
302,963
+261,524
+631% +$7.29M 2.58% 10
2022
Q3 		$806K Buy
+41,439
New +$694K 0.27% 63

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Silverarc Capital Management's NUVL Position: Q1 2026 in Review

Silverarc Capital Management increased its Nuvalent (NUVL) stake by 14% in Q1 2026, buying an estimated $4.43M and bringing the position to 354,914 shares worth $36.4M. The position accounts for 3.71% of the portfolio, ranked #8.

Silverarc Capital Management first reported a position in NUVL in Q3 2022 and has held it in 14 quarters since. The position peaked at $38M in Q3 2024. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Silverarc Capital Management held 354,914 shares of Nuvalent worth $36.4M as of Q1 2026.
  • Silverarc Capital Management bought 43,484 Nuvalent shares in Q1 2026, an estimated $4.43M.
  • Nuvalent made up 3.71% of Silverarc Capital Management's portfolio in Q1 2026, its #8 holding.
  • Silverarc Capital Management first reported a position in Nuvalent in Q3 2022 and has held it in 14 quarters since.
  • Silverarc Capital Management's Nuvalent position peaked at $38M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Silverarc Capital Management's 13F filing for Q1 2026, filed 14 May 2026.