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
2025
Q3 		– Sell
-100,200
Closed -$7.65M – 91
2025
Q2 		$7.65M Buy
+100,200
New +$7.33M 1.41% 22

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.