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
+$202M
(+41%)
Holding
91
Top Buys
| 1 | +$33.1M | |
| 2 | +$17.6M | |
| 3 | +$14.8M | |
| 4 |
Fractyl Health
GUTS
|
+$13.5M |
| 5 |
Biogen
BIIB
|
+$10.9M |
Top Sells
| 1 | +$39M | |
| 2 | +$33.9M | |
| 3 | +$20.5M | |
| 4 |
ETNB
89bio
ETNB
|
+$20M |
| 5 |
Soleno Therapeutics
SLNO
|
+$17.1M |
Sector Composition
| 1 | Healthcare | 100% |
| 2 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABVX
1
Abivax
ABVX
$9.63B
| $45.8M | 6.63% |
+539,704
|
|
||
2
Rhythm Pharmaceuticals
RYTM
$5.96B
| $37.4M | 5.41% |
369,996
-30,776
|
|
||
|
RNAM
3
DELISTED
Avidity Biosciences
RNAM
| $36.8M | 5.33% |
844,633
+434,633
|
|
||
4
Nuvalent
NUVL
$8.26B
| $32.2M | 4.66% |
372,300
+136,717
|
|
||
5
UroGen Pharma
URGN
$1.03B
| $31.5M | 4.56% |
1,577,283
-445,199
|
|
||
|
AKRO
6
DELISTED
Akero Therapeutics
AKRO
| $30.6M | 4.42% |
643,636
-70,175
|
|
||
7
Insmed
INSM
$33.1B
| $29.8M | 4.31% |
206,648
-42,412
|
|
||
8
Dianthus Therapeutics
DNTH
$5.17B
| $26.6M | 3.85% |
674,966
+579,160
|
|
||
9
uniQure
QURE
$1.07B
| $26.6M | 3.85% |
455,000
+252,435
|
|
||
10
CG Oncology
CGON
$5.68B
| $25.7M | 3.72% |
638,346
+97,312
|
|
||
11
Oric Pharmaceuticals
ORIC
$1.18B
| $23.4M | 3.39% |
1,948,808
+147,979
|
|
||
|
CDTX
12
DELISTED
Cidara Therapeutics
CDTX
| $21.2M | 3.06% |
220,902
+116,959
|
|
||
|
13
Fractyl Health
GUTS
$80.7M
| $16.9M | 2.44% |
10,600,000
+10,397,410
|
|
||
14
KalVista Pharmaceuticals
KALV
$1.07B
| $16.6M | 2.4% |
1,363,378
-468,793
|
|
||
15
Kodiak Sciences
KOD
$2.79B
| $16.4M | 2.37% |
1,000,000
+598,460
|
|
||
16
Gossamer Bio
GOSS
$101M
| $12.6M | 1.82% |
4,779,082
-367,700
|
|
||
17
Cogent Biosciences
COGT
$5.92B
| $11.7M | 1.69% |
+815,075
|
|
||
18
Cytokinetics
CYTK
$8.17B
| $11.6M | 1.68% |
+211,000
|
|
||
19
Vaxcyte
PCVX
$9.03B
| $11.3M | 1.64% |
314,339
+26,543
|
|
||
|
20
Biogen
BIIB
$26.3B
| $11.3M | 1.63% |
+80,419
|
|
||
21
Ascendis Pharma
ASND
$15.3B
| $10.6M | 1.54% |
53,554
-32,998
|
|
||
22
Compass Therapeutics
CMPX
$980M
| $9.92M | 1.44% |
2,833,988
+1,584,207
|
|
||
23
Amylyx Pharmaceuticals
AMLX
$1.87B
| $9.51M | 1.38% |
+700,000
|
|
||
24
Verastem
VSTM
$556M
| $9.21M | 1.33% |
+1,042,757
|
|
||
25
Avalo Therapeutics
AVTX
$317M
| $9.16M | 1.33% |
+720,922
|
|