13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001816307
申报总市值
US$9.6亿
US$9.6亿
82 檔
19.1%
截至 Q3 2025 季度末，Silverarc Capital Management, LLC 的美股持仓估值约为 US$9.6亿，全数申报仓位共有 82 档。
在 Q3 2025，Silverarc Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 44 个新仓位，并对 21 个既有持股进行加仓（合计增持 65 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Silverarc Capital Management, LLC 的前 5 大核心持股（包含 ABVX, RYTM, RNAGBP 等）合计占整体申报市值的 19.1%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABVX | Abivax Sa-adr | 股票-其他 | 6.18% | -1.09% | — | |
| 2 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 5.04% | +0.87% | -7.68% | |
| 3 | RNAGBP | Avidity Biosciences Inc | 股票-其他 | 4.96% | — | +106.01% | |
| 4 | NUVL | Nuvalent Inc-a | 股票-其他 | 4.34% | -3.71% | EXIT | |
| 5 | URGN | UroGen Pharma Ltd. | 股票-其他 | 4.24% | +2.22% | -22.01% | |
| 6 | AKRO | Akero Therapeutics Inc | 股票-其他 | 4.12% | — | -9.83% | |
| 7 | INSM | Insmed Inc | 股票-医疗保健 | 4.01% | -0.22% | -17.03% | |
| 8 | DNTH | Dianthus Therapeutics Inc | 股票-其他 | 3.58% | -1.66% | +604.51% | |
| 9 | QURE | uniQure N.V. | 股票-其他 | 3.58% | +0.50% | NEW | |
| 10 | CGON | Cg Oncology Inc | 股票-其他 | 3.47% | -1.15% | EXIT | |
| 11 | ✓ | United Therapeutics CORP Del | 股票-其他 | 3.39% | — | — | |
| 12 | ORIC | Oric Pharmaceuticals Inc | 股票-其他 | 3.15% | -0.59% | +8.22% | |
| 13 | CDTX | Cidara Therapeutics Inc | 股票-其他 | 2.85% | — | +112.52% | |
| 14 | GUTS | Fractyl Health Inc | 股票-其他 | 2.27% | +0.06% | +5132.24% | |
| 15 | 4XC1 | Kalvista Pharmaceuticals Inc | 股票-其他 | 2.24% | -5.91% | EXIT | |
| 16 | KOD | Kodiak Sciences Inc | 股票-其他 | 2.21% | -1.65% | +149.04% | |
| 17 | ✓ | Ultragenyx Pharmaceutical In | 股票-其他 | 2.14% | — | — | |
| 18 | GOSS | Gossamer Bio Inc | 股票-其他 | 1.69% | — | -7.14% | |
| 19 | COGT | Cogent Biosciences Inc | 股票-其他 | 1.58% | -0.01% | — | |
| 20 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 1.56% | -0.48% | EXIT | |
| 21 | PCVX | Vaxcyte Inc | 股票-其他 | 1.53% | +0.02% | +9.22% | |
| 22 | BIIB | Biogen Inc | 股票-医疗保健 | 1.52% | +0.13% | — | |
| 23 | ASND | Ascendis Pharma A/S | 股票-其他 | 1.44% | -2.91% | EXIT | |
| 24 | CMPX | Compass Therapeutics Inc | 股票-其他 | 1.34% | -0.46% | EXIT | |
| 25 | AMLX | Amylyx Pharmaceuticals Inc | 股票-其他 | 1.28% | — | — | |
| 26 | VSTM | Verastem Inc | 股票-其他 | 1.24% | — | — | |
| 27 | AVTX | Avalo Therapeutics Inc | 股票-其他 | 1.24% | +0.96% | NEW | |
| 28 | OLMA | Olema Pharmaceuticals Inc | 股票-其他 | 1.23% | — | — | |
| 29 | CLDX | Celldex Therapeutics Inc | 股票-其他 | 1.22% | -0.58% | EXIT | |
| 30 | SRRK | Scholar Rock Holding CORP | 股票-其他 | 1.17% | -1.70% | EXIT | |
| 31 | VCYT | Veracyte Inc | 股票-其他 | 1.09% | +1.35% | -47.43% | |
| 32 | SNDX | Syndax Pharmaceuticals Inc | 股票-其他 | 0.96% | +0.64% | +15.07% | |
| 33 | RAPP | Rapport Therapeutics Inc | 股票-其他 | 0.82% | — | — | |
| 34 | VRDN | Viridian Therapeutics Inc | 股票-其他 | 0.76% | — | — | |
| 35 | ALKS | Alkermes plc | 股票-医疗保健 | 0.73% | -1.04% | — | |
| 36 | TRVI | Trevi Therapeutics Inc | 股票-其他 | 0.73% | +0.69% | +9.12% | |
| 37 | BBOT | Bridgebio Oncology Therapeut | 股票-其他 | 0.71% | — | — | |
| 38 | ABEO | Abeona Therapeutics Inc | 股票-其他 | 0.71% | +0.09% | +8.37% | |
| 39 | LXEO | Lexeo Therapeutics Inc | 股票-其他 | 0.70% | — | — | |
| 40 | ✓ | Cogent Biosciences Inc | 股票-其他 | 0.70% | — | — | |
| 41 | GLUE | Monte Rosa Therapeutics Inc | 股票-其他 | 0.69% | -0.57% | — | |
| 42 | ✓ | Compugen LTD | 股票-其他 | 0.66% | -0.01% | +9.14% | |
| 43 | PHVS | Pharvaris N.V. | 股票-其他 | 0.62% | — | — | |
| 44 | CELC | Celcuity Inc | 股票-其他 | 0.59% | +1.28% | — | |
| 45 | CERS | Cerus CORP | 股票-其他 | 0.58% | +0.46% | +9.14% | |
| 46 | CCCC | C4 Therapeutics Inc | 股票-其他 | 0.57% | +0.96% | — | |
| 47 | TELA | Tela Bio Inc | 股票-其他 | 0.56% | +0.03% | +0.11% | |
| 48 | AARD | Aardvark Therapeutics Inc | 股票-其他 | 0.55% | -0.01% | EXIT | |
| 49 | BCAX | Bicara Therapeutics Inc | 股票-其他 | 0.53% | — | — | |
| 50 | BNTC | Benitec Biopharma Inc | 股票-其他 | 0.52% | +0.17% | +9.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABVX | Abivax Sa-adr | +5.9% | — | 加仓 |
| 2 | QURE | uniQure N.V. | +3.1% | +124.62% | 加仓 |
| 3 | DNTH | Dianthus Therapeutics Inc | +2.9% | +604.51% | 加仓 |
| 4 | RNAGBP | Avidity Biosciences Inc | +2.5% | +106.01% | 加仓 |
| 5 | GUTS | Fractyl Health Inc | +2.2% | +5132.24% | 加仓 |
| 6 | KOD | Kodiak Sciences Inc | +2% | +149.04% | 加仓 |
| 7 | RYTM | Rhythm Pharmaceuticals Inc | +1.4% | -7.68% | 加仓 |
| 8 | URGN | UroGen Pharma Ltd. | +1.1% | -22.01% | 加仓 |
| 9 | CMPX | Compass Therapeutics Inc | +1% | +126.76% | 加仓 |
| 10 | ORIC | Oric Pharmaceuticals Inc | +0.8% | +8.22% | 减仓 |
| 11 | CLDX | Celldex Therapeutics Inc | +0.5% | +75.83% | 加仓 |
| 12 | AARD | Aardvark Therapeutics Inc | +0.4% | +7.01% | 加仓 |
| 13 | CCCC | C4 Therapeutics Inc | +0.3% | — | 加仓 |
| 14 | GOSS | Gossamer Bio Inc | +0.3% | -7.14% | 减仓 |
| 15 | SION | Sionna Therapeutics Inc | +0.2% | -41.51% | 减仓 |
| 16 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | +17.05% | 加仓 |
| 17 | TRVI | Trevi Therapeutics Inc | +0.1% | +9.12% | 加仓 |
| 18 | RCKTW | Rocket Pharmaceuticals In-27 | — | — | 不变 |
| 19 | RADX | Radiopharm Theranostics LTD | 0% | — | 不变 |
| 20 | ALKS | Alkermes plc | -0.1% | — | 加仓 |
| 21 | CERS | Cerus CORP | -0.1% | +9.14% | 加仓 |
| 22 | TELA | Tela Bio Inc | -0.1% | +0.11% | 加仓 |
| 23 | BNTC | Benitec Biopharma Inc | -0.2% | +9.10% | 加仓 |
| 24 | ✓ | Modular Med Inc | -0.2% | -9.97% | 减仓 |
| 25 | ✓ | Compugen LTD | -0.2% | +9.14% | 加仓 |
| 26 | DCTH | Delcath Systems Inc | -0.2% | +97.41% | 加仓 |
| 27 | 260 | Centessa Pharmaceuticals-adr | -0.2% | +2724.76% | 减仓 |
| 28 | MLYS | Mineralys Therapeutics Inc | -0.7% | -30.61% | 减仓 |
| 29 | PRAX | Praxis Precision Medicines I | -0.9% | +412.10% | 减仓 |
| 30 | ASND | Ascendis Pharma A/S | -1% | -38.13% | 减仓 |
| 31 | INSM | Insmed Inc | -1% | -17.03% | 减仓 |
| 32 | ELUT | Elutia Inc | -1% | +3.23% | 加仓 |
| 33 | ERAS | Erasca Inc | -1.7% | -46.76% | 减仓 |
| 34 | 4XC1 | Kalvista Pharmaceuticals Inc | -1.8% | -25.59% | 减仓 |
| 35 | AKRO | Akero Therapeutics Inc | -1.8% | -9.83% | 减仓 |
| 36 | NUVL | Nuvalent Inc-a | -2% | +58.03% | 减仓 |
| 37 | SNDX | Syndax Pharmaceuticals Inc | -2.3% | +15.07% | 减仓 |
| 38 | VCYT | Veracyte Inc | -2.8% | -47.43% | 减仓 |
| 39 | VRNA | Verona Pharma PLC - Adr | — | EXIT | 清仓 |
| 40 | ✓ | Merus N V | — | EXIT | 清仓 |
| 41 | CGON | Cg Oncology Inc | — | NEW | 新建仓 |
| 42 | ✓ | United Therapeutics CORP Del | — | NEW | 新建仓 |
| 43 | CDTX | Cidara Therapeutics Inc | — | NEW | 新建仓 |
| 44 | ✓ | Ultragenyx Pharmaceutical In | — | NEW | 新建仓 |
| 45 | SLNOEUR | Soleno Therapeutics Inc | — | EXIT | 清仓 |
| 46 | IRON | Disc Medicine Inc | — | EXIT | 清仓 |
| 47 | COGT | Cogent Biosciences Inc | — | NEW | 新建仓 |
| 48 | CYTK | Cytokinetics Inc | — | NEW | 新建仓 |
| 49 | PCVX | Vaxcyte Inc | — | NEW | 新建仓 |
| 50 | BIIB | Biogen Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Silverarc Capital Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$9.6亿，共申报了 82 个公开持股仓位。
在 Q3 2025 季度，Silverarc Capital Management, LLC 按市值排列的前三大核心持股分别为：ABVX (6.2%)、RYTM (5.0%)、RNAGBP (5.0%)。其中最大持股仓位 ABVX 占据整体投资组合约 6.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
CGON
市值: US$2571.3万
本季最大获利了结 / 清仓标的
VRNA
前期市值: US$3465.7万
在 Q3 2025 季度中，Silverarc Capital Management, LLC 共进行了 111 项持仓异动，包含新建仓 44 个仓位、加仓 21 个仓位、减仓 15 个仓位以及清仓 31 个仓位。 其中最大新建仓标的为 CGON。 本季清仓仓位包含 VRNA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。