SCM

Silverarc Capital Management Portfolio holdings

AUM $691M
1-Year Est. Return 359.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+359.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$420K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.8M
3
+$14.1M
4
COGT icon
Cogent Biosciences
COGT
+$12.1M
5
PFE icon
Pfizer
PFE
+$10.6M

Top Sells

1
+$36.8M
2
+$30.6M
3
+$24.8M
4
INSM icon
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
ELVN icon
76
Enliven Therapeutics
ELVN
$1.76B
– –
-10,675
EYPT icon
77
EyePoint Inc
EYPT
$1.45B
– –
-230,837
IMVT icon
78
Immunovant
IMVT
$5.64B
– –
-50,000
KNSA icon
79
Kiniksa Pharmaceuticals
KNSA
$3.37B
– –
-88,910
MLTX icon
80
MoonLake Immunotherapeutics
MLTX
$1.24B
– –
-30,000
MODD icon
81
Modular Medical
MODD
$19.2M
– –
-639,531
MRSN
82
DELISTED
Mersana Therapeutics
MRSN
– –
-133,636
NKTR icon
83
Nektar Therapeutics
NKTR
$1.93B
– –
-365
PHVS icon
84
Pharvaris
PHVS
$1.84B
– –
-183,903
RARE icon
85
Ultragenyx Pharmaceutical
RARE
$2.26B
– –
0
RNAM
86
Avidity Biosciences
RNAM
$11.2B
– –
-844,633
SRRK icon
87
Scholar Rock
SRRK
$4.52B
– –
-233,920
UTHR icon
88
United Therapeutics
UTHR
$21.7B
– –
0
VSTM icon
89
Verastem
VSTM
$431M
– –
-1,042,757
ZURA icon
90
Zura Bio
ZURA
$628M
– –
-720,452
BBOT
91
BridgeBio Oncology
BBOT
$802M
– –
-457,414
ATYR
92
aTyr Pharma
ATYR
$94M
– –
0
BCAX
93
Bicara Therapeutics
BCAX
$919M
– –
-250,606
MBX
94
MBX Biosciences
MBX
$1.46B
– –
-15,000
LBRX
95
LB Pharmaceuticals
LBRX
$607M
– –
-70,000
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