Soleus Capital Management, L.P. 13F holdings
Soleus Capital Management, L.P. reported 97 positions with a total reported value of $2.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: KRYS KRYSTAL BIOTECH INC (12.0%), CELC CELCUITY INC (6.1%), TGTX TG THERAPEUTICS INC (5.5%), PODD INSULET CORP (5.5%), NVCR NOVOCURE LTD (5.2%). Against 2026-03-31 it opened 21 new positions and exited 17. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Soleus Capital Management, L.P. files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 97 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KRYS KRYSTAL BIOTECH INC | 939,254 | $349.1M | 12.0% |
| CELC CELCUITY INC | 1,704,318 | $178.3M | 6.1% |
| TGTX TG THERAPEUTICS INC | 2,927,895 | $160.9M | 5.5% |
| PODD INSULET CORP | 1,049,000 | $159.7M | 5.5% |
| NVCR NOVOCURE LTD | 9,913,401 | $150.2M | 5.2% |
| UTHR UNITED THERAPEUTICS CORP DEL | 225,587 | $122.2M | 4.2% |
| INSPIRE MED SYS INC | 1,931,436 | $86.2M | 3.0% |
| RIGL RIGEL PHARMACEUTICALS INC | 1,843,504 | $72.1M | 2.5% |
| ANIP ANI PHARMACEUTICALS INC | 867,760 | $71.8M | 2.5% |
| BBNX BETA BIONICS INC | 4,393,714 | $68.8M | 2.4% |
| VCEL VERICEL CORP | 1,459,152 | $64.9M | 2.2% |
| PRAX PRAXIS PRECISION MEDICINES I | 177,517 | $59.4M | 2.0% |
| GERN GERON CORP | 42,808,659 | $54.8M | 1.9% |
| ALKS ALKERMES PLC | 1,029,252 | $53.9M | 1.9% |
| ERAS ERASCA INC | 2,700,000 | $49.5M | 1.7% |
| NPCE NEUROPACE INC | 2,911,122 | $46.3M | 1.6% |
| PGNY PROGYNY INC | 1,602,000 | $46.2M | 1.6% |
| INDV INDIVIOR PHARMACEUTICALS INC | 1,064,000 | $43.7M | 1.5% |
| PBLS PARABILIS MEDICINES INC | 1,465,070 | $40.1M | 1.4% |
| FOCL EDAP TMS S A | 7,309,254 | $37.9M | 1.3% |
| GMED GLOBUS MED INC | 468,922 | $37.0M | 1.3% |
| RCUS ARCUS BIOSCIENCES INC | 1,168,738 | $36.0M | 1.2% |
| SNDX SYNDAX PHARMACEUTICALS INC | 1,628,039 | $35.6M | 1.2% |
| NRIX NURIX THERAPEUTICS INC | 1,465,163 | $35.5M | 1.2% |
| LEGN LEGEND BIOTECH CORP | 1,205,000 | $34.8M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 21 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ERAS ERASCA INC | 2,700,000 | $49.5M | 1.7% |
| PBLS PARABILIS MEDICINES INC | 1,465,070 | $40.1M | 1.4% |
| LEGN LEGEND BIOTECH CORP | 1,205,000 | $34.8M | 1.2% |
| UNH UNITEDHEALTH GROUP INC | 80,000 | $33.3M | 1.1% |
| PALI PALISADE BIO INC | 13,063,687 | $27.3M | 0.9% |
| SUPN SUPERNUS PHARMACEUTICALS | 520,000 | $24.2M | 0.8% |
| NVCT NUVECTIS PHARMA INC | 1,000,000 | $18.4M | 0.6% |
| CAPR CAPRICOR THERAPEUTICS INC | 761,737 | $18.3M | 0.6% |
| PRLD PRELUDE THERAPEUTICS INC | 3,378,378 | $18.0M | 0.6% |
| AVLN AVALYN PHARMACEUTICALS INC | 419,000 | $13.8M | 0.5% |
| SYRE SPYRE THERAPEUTICS INC | 147,000 | $13.1M | 0.4% |
| NKTR NEKTAR THERAPEUTICS | 128,362 | $9.0M | 0.3% |
| AORT ARTIVION INC | 388,000 | $8.7M | 0.3% |
| BLTE BELITE BIO INC | 50,524 | $7.8M | 0.3% |
| SLN SILENCE THERAPEUTICS PLC | 630,000 | $6.9M | 0.2% |
| ANL ADLAI NORTYE LTD | 405,523 | $4.7M | 0.2% |
| ZNTL ZENTALIS PHARMACEUTICALS INC | 950,000 | $4.6M | 0.2% |
| AVBP ARRIVENT BIOPHARMA INC | 50,000 | $1.7M | <0.1% |
| SLDB SOLID BIOSCIENCES INC | 150,000 | $1.5M | <0.1% |
| WGS GENEDX HOLDINGS CORP | 10,000 | $686.5K | <0.1% |
| EQ EQUILLIUM INC | 90,000 | $288.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 17 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PCVX VAXCYTE INC | 385,472 | $22.4M | 0.9% |
| ICLR ICON PLC | 192,000 | $21.2M | 0.9% |
| TVTX TRAVERE THERAPEUTICS INC | 546,000 | $16.2M | 0.7% |
| INBX INHIBRX BIOSCIENCES INC | 131,000 | $8.8M | 0.4% |
| DXCM DEXCOM INC | 140,000 | $8.8M | 0.4% |
| ETON ETON PHARMACEUTICALS INC | 166,381 | $4.1M | 0.2% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 28,479 | $1.8M | <0.1% |
| CTMX CYTOMX THERAPEUTICS INC. | 300,000 | $1.4M | <0.1% |
| COGT COGENT BIOSCIENCES INC | 10,000 | $384.9K | <0.1% |
| TYRA TYRA BIOSCIENCES INC | 10,000 | $383.0K | <0.1% |
| STAA STAAR SURGICAL CO | 20,000 | $374.0K | <0.1% |
| ANAB ANAPTYSBIO INC | 6,000 | $332.8K | <0.1% |
| RAPP RAPPORT THERAPEUTICS INC | 10,000 | $312.9K | <0.1% |
| ZYME ZYMEWORKS INC | 10,000 | $250.4K | <0.1% |
| LBRX LB PHARMACEUTICALS INC | 10,000 | $246.6K | <0.1% |
| ORKA ORUKA THERAPEUTICS INC | 5,000 | $245.2K | <0.1% |
| JSPR JASPER THERAPEUTICS INC | 276,312 | $242.1K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PODD INSULET CORP | 562,500 | 1,049,000 | +86.5% | $159.7M |
| RIGL RIGEL PHARMACEUTICALS INC | 10,000 | 1,843,504 | +18,335.0% | $72.1M |
| INSPIRE MED SYS INC | 576,299 | 1,931,436 | +235.1% | $86.2M |
| CELC CELCUITY INC | 1,284,378 | 1,704,318 | +32.7% | $178.3M |
| AVTX AVALO THERAPEUTICS INC | 441,978 | 1,654,978 | +274.4% | $30.6M |
| RCUS ARCUS BIOSCIENCES INC | 451,983 | 1,168,738 | +158.6% | $36.0M |
| UTHR UNITED THERAPEUTICS CORP DEL | 187,187 | 225,587 | +20.5% | $122.2M |
| PRCT PROCEPT BIOROBOTICS CORP | 160,000 | 1,003,000 | +526.9% | $22.6M |
| MBX MBX BIOSCIENCES INC | 178,897 | 515,279 | +188.0% | $28.4M |
| JBIO JADE BIOSCIENCES INC | 796,744 | 1,550,690 | +94.6% | $34.5M |
| ARGX ARGENX SE | 3,500 | 19,955 | +470.1% | $18.5M |
| NRIX NURIX THERAPEUTICS INC | 938,163 | 1,465,163 | +56.2% | $35.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TWST TWIST BIOSCIENCE CORP | 1,226,629 | 104,629 | -91.5% | $10.8M |
| KRYS KRYSTAL BIOTECH INC | 1,153,087 | 939,254 | -18.5% | $349.1M |
| IMUX IMMUNIC INC | 4,500,000 | 450,000 | -90.0% | $6.9M |
| TGTX TG THERAPEUTICS INC | 4,029,319 | 2,927,895 | -27.3% | $160.9M |
| PRAX PRAXIS PRECISION MEDICINES I | 330,517 | 177,517 | -46.3% | $59.4M |
| ALKS ALKERMES PLC | 1,970,864 | 1,029,252 | -47.8% | $53.9M |
| VCEL VERICEL CORP | 2,549,079 | 1,459,152 | -42.8% | $64.9M |
| EWTX EDGEWISE THERAPEUTICS INC | 1,449,915 | 450,889 | -68.9% | $18.3M |
| MIRM MIRUM PHARMACEUTICALS INC | 400,306 | 75,000 | -81.3% | $8.8M |
| NTRA NATERA INC | 119,000 | 1,000 | -99.2% | $271.4K |
| ALNY ALNYLAM PHARMACEUTICALS INC | 131,650 | 33,050 | -74.9% | $9.9M |
| AXGN AXOGEN INC | 679,170 | 57,036 | -91.6% | $2.6M |
CIK 1802630 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
