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 | |
|---|---|---|---|---|---|---|
26
Oric Pharmaceuticals
ORIC
$1.2B
| $9.13M | 1.32% |
1,116,604
-832,204
|
|
||
27
Vaxcyte
PCVX
$8.97B
| $6.87M | 0.99% |
148,787
-165,552
|
|
||
28
Trevi Therapeutics
TRVI
$1.96B
| $6.78M | 0.98% |
541,240
-47,549
|
|
||
29
Gossamer Bio
GOSS
$105M
| $6.62M | 0.96% |
2,135,722
-2,643,360
|
|
||
30
Spyre Therapeutics
SYRE
$5.75B
| $6.15M | 0.89% |
+187,737
|
|
||
31
Lexeo Therapeutics
LXEO
$512M
| $6.13M | 0.89% |
617,608
-161,003
|
|
||
32
Amylyx Pharmaceuticals
AMLX
$2.03B
| $6.12M | 0.88% |
506,242
-193,758
|
|
||
33
Cerus
CERS
$400M
| $5.8M | 0.84% |
2,814,383
+98,597
|
|
||
34
Compass Therapeutics
CMPX
$1.08B
| $5.65M | 0.82% |
1,051,343
-1,782,645
|
|
||
35
Soleno Therapeutics
SLNO
$2.73B
| $5.44M | 0.79% |
+117,485
|
|
||
36
Compugen
CGEN
$267M
| $5.32M | 0.77% |
3,479,805
+168,640
|
|
||
37
Celldex Therapeutics
CLDX
$2.71B
| $5.19M | 0.75% |
191,074
-157,848
|
|
||
38
Olema Pharmaceuticals
OLMA
$1.47B
| $5.16M | 0.75% |
206,280
-727,261
|
|
||
39
Erasca
ERAS
$5.91B
| $4.9M | 0.71% |
1,317,584
-50,491
|
|
||
40
Fulcrum Therapeutics
FULC
$552M
| $4.46M | 0.65% |
+394,650
|
|
||
|
AARD
41
Aardvark Therapeutics
AARD
$114M
| $3.99M | 0.58% |
303,939
-2,973
|
|
||
42
C4 Therapeutics
CCCC
$285M
| $3.81M | 0.55% |
1,994,224
+96,841
|
|
||
43
Surrozen
SRZN
$363M
| $3.56M | 0.51% |
+157,323
|
|
||
|
CTNM
44
Contineum Therapeutics
CTNM
$505M
| $3.52M | 0.51% |
307,540
+141,379
|
|
||
45
Mineralys Therapeutics
MLYS
$2.52B
| $3.45M | 0.5% |
94,983
+14,983
|
|
||
46
Relay Therapeutics
RLAY
$3B
| $3.37M | 0.49% |
+398,167
|
|
||
47
Abeona Therapeutics
ABEO
$314M
| $3.31M | 0.48% |
627,738
-367,016
|
|
||
48
TELA Bio
TELA
$30.5M
| $3.12M | 0.45% |
2,647,512
-135,411
|
|
||
49
uniQure
QURE
$1.1B
| $3.02M | 0.44% |
126,047
-328,953
|
|
||
50
Tarsus Pharmaceuticals
TARS
$2.86B
| $2.96M | 0.43% |
+36,124
|
|