Silverarc Capital Management, LLC
SilverArc Capital Management, LLC is a Boston-based hedge fund and investment adviser registered in Delaware. Its headquarters are located at 20 Park Plaza, 4th Floor, Boston, MA 02116. The firm was founded in 2020 and primarily manages assets for institutional clients, with a focus on equity investments. It is led by Devesh Gandhi, and according to SEC filings, it operates with a lean staff typical for boutique hedge funds.
Investment Strategy
SilverArc Capital Management, LLC primarily invests in publicly traded equities, maintaining a concentrated portfolio where roughly 90% of holdings are equities. The firm focuses on long and short positions in U.S. and international securities, seeking both value and growth opportunities. SilverArc emphasizes active management, regularly adjusting holdings with a portfolio turnover rate of approximately 24%. The top ten holdings typically represent about half of total assets, suggesting a conviction-driven approach with significant positions in key ideas.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MRUS | MERUS N V | 7.20% | $39.0M | 741,972 | $28.67 | $52.60 | +$4.9M |
A AKRO | AKERO THERAPEUTICS INC | 7.02% | $38.1M | 713,811 | $24.07 | $53.36 | +$8.9M |
V VRNA | VERONA PHARMA PLC | 6.25% | $33.9M | 358,297 | $28.81 | $94.58 | -$769.7K |
U URGN | UROGEN PHARMA LTD | 5.11% | $27.7M | 2,022,482 | $13.77 | $13.70 | +$12.4M |
R RYTM | RHYTHM PHARMACEUTICALS INC | 4.67% | $25.3M | 400,772 | $40.04 | $63.19 | +$7.4M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
Y Ye Zhou | Analyst | Boston, MA , United States |