TELA β€” Tela Bio Inc

Ownership history in SILVERARC CAPITAL MANAGEMENT, LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which SILVERARC CAPITAL MANAGEMENT, LLC reported a position in Tela Bio Inc (TELA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.03% (2024 Q4)
πŸ“Š Avg. % of fund
1.0%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

SILVERARC CAPITAL MANAGEMENT, LLC Γ— TELA AI Analytics

πŸ“‰ SILVERARC CAPITAL MANAGEMENT, LLC underperformed the S&P 500 by –73.9% annually on this TELA position. Timing score: 18% (2/11 decisions correct). Average cost basis: $4.56. Maximum drawdown during holding period: –88.9%.

πŸ“ˆ Position Alpha vs SPY
-73.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 73.9% ann.
11 quarters analyzed

⏱️ Timing Score
18%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 11 add/trim decisions correct

πŸ’° Entry Quality
$4.56
-74.1% vs current ($1.18)

Best entry: $1.49 (2025 Q3)  Β·  Worst: $10.64 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–88.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

9 adds Β· 3 trims. Bought during 6 of 9 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.43% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TELA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,647,512 -135,411 -4.9% 0.43% $3.1M $1.18
2025 Q3 ADDED 2,782,923 +3,128 +0.1% 0.56% $4.1M $1.49
2025 Q2 ADDED 2,779,795 +8,507 +0.3% 0.99% $5.4M $1.94
2025 Q1 REDUCED 2,771,288 -294,361 -9.6% 0.69% $3.4M $1.22
2024 Q4 ADDED 3,065,649 +1,940,721 +172.5% 2.03% $9.3M $3.02
2024 Q3 ADDED 1,124,928 +124,928 +12.5% 0.64% $2.8M $2.53
2024 Q2 ADDED 1,000,000 +223,149 +28.7% 1.11% $4.7M $4.70
2024 Q1 REDUCED 776,851 -18,229 -2.3% 1.22% $4.4M $5.67
2023 Q4 ADDED 795,080 +304,609 +62.1% 1.57% $5.3M $6.62
2023 Q3 ADDED 490,471 +74,031 +17.8% 1.19% $3.9M $8.00
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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