StockDriftsStockDriftsTop 50 Silverarc Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CELC | CELCUITY INC | 5.83% | 501.0K | $52.4M | +39.98%(+143.09K) | $76.38(+20.56%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 5.52% | 1.28M | $49.6M | -2.55%(-33.48K) | $15.75(+147.50%) | 2026-06-30 | |
| URGN | UROGEN PHARMA LTD | 5.33% | 1.30M | $47.9M | -13.38%(-201.07K) | $13.76(+254.43%) | 2026-06-30 | |
| IMNM | IMMUNOME INC | 4.76% | 2.02M | $42.7M | +9.01%(+166.73K) | $18.72(+46.62%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 4.23% | 390.0K | $38.0M | -40.43%(-264.75K) | $28.97(+281.83%) | 2026-06-30 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 3.85% | 311.5K | $34.6M | +1.78%(+5.46K) | $71.16(+63.83%) | 2026-06-30 | |
| ORKA | ORUKA THERAPEUTICS INC | 3.74% | 352.8K | $33.6M | +133.79%(+201.89K) | $45.33(+132.93%) | 2026-06-30 | |
| GLUE | MONTE ROSA THERAPEUTICS INC | 2.98% | 1.11M | $26.8M | -44.64%(-893.75K) | $11.80(+35.13%) | 2026-06-30 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 2.95% | 1.21M | $26.5M | +36.60%(+325.40K) | $19.61(+0.95%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 2.76% | 489.4K | $24.8M | new | $43.17(+33.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.12% | +33.53% | +5.31% | +29.51% |
| Top 20 Holdings Unweighted | +5.48% | +17.36% | +6.16% | +34.82% |
Silverarc Capital Management LLC reports $962.15M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are CELC (5.8%), COGT (5.5%) and URGN (5.3%). The top 20 holdings account for 64.46% of reported assets. Its disclosed equity book has returned +33.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silverarc Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1816307). View Silverarc Capital Management LLC’s 13F filings on SEC