Soleus Capital Management, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.47B
Q ending 2026-03-31
Prior quarter
$2.71B
Q ending 2025-12-31
Change
-8.9% QoQ · +77.8% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Krystal Biotech Inc | KRYS | Shares | $297.9M | 1.2M |
| Celcuity Inc | CELC | Shares | $146.6M | 1.3M |
| Tg Therapeutics Inc | TGTX | Shares | $133.9M | 4.0M |
| Insulet Corp | PODD | Shares | $118.0M | 563K |
| Novocure Ltd | Shares | $114.4M | 10.5M | |
| United Therapeutics Corp Del | UTHR | Shares | $111.0M | 187K |
| Praxis Precision Medicines I | PRAX | Shares | $106.5M | 331K |
| Vericel Corp | VCEL | Shares | $82.0M | 2.5M |
| Alkermes Plc | Shares | $69.7M | 2.0M | |
| Ani Pharmaceuticals Inc | ANIP | Shares | $63.1M | 820K |
| Globus Med Inc | GMED | Shares | $62.9M | 729K |
| Geron Corp | GERN | Shares | $61.8M | 41.5M |
| Twist Bioscience Corp | TWST | Shares | $58.3M | 1.2M |
| Edgewise Therapeutics Inc | EWTX | Shares | $45.7M | 1.4M |
| Beta Bionics Inc | BBNX | Shares | $43.6M | 4.4M |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $43.6M | 132K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $40.3M | 1.7M |
| Indivior Pharmaceuticals Inc | INDV | Shares | $38.8M | 1.3M |
| Neuropace Inc | NPCE | Shares | $38.6M | 2.9M |
| Livanova Plc | Shares | $37.0M | 583K | |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $37.0M | 400K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $36.8M | 651K |
| Progyny Inc | PGNY | Shares | $35.1M | 2.1M |
| Inspire Med Sys Inc | INSP | Shares | $29.7M | 576K |
| Edap Tms S A | FOCL | Shares | $27.2M | 7.3M |
| Kiniksa Pharmaceuticals Intl | Shares | $25.1M | 521K | |
| Merck & Co Inc | MRK | Shares | $24.4M | 203K |
| Organogenesis Hldgs Inc | ORGO | Shares | $23.9M | 10.1M |
| Natera Inc | NTRA | Shares | $23.8M | 119K |
| Axogen Inc | AXGN | Shares | $22.5M | 679K |
| Vaxcyte Inc | PCVX | Shares | $22.4M | 385K |
| Icon Plc | Shares | $21.2M | 192K | |
| Pharvaris N V | Shares | $19.8M | 702K | |
| Cerus Corp | CERS | Shares | $19.6M | 10.8M |
| Trevi Therapeutics Inc | TRVI | Shares | $19.3M | 1.6M |
| Inhibikase Therapeutics Inc | IKT | Shares | $18.3M | 10.9M |
| Context Therapeutics Inc | CNTX | Shares | $18.2M | 7.0M |
| Vir Biotechnology Inc | VIR | Shares | $17.9M | 2.0M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $17.0M | 292K |
| Travere Therapeutics Inc | TVTX | Shares | $16.2M | 546K |
| Tandem Diabetes Care Inc | TNDM | Shares | $15.0M | 783K |
| Nurix Therapeutics Inc | NRIX | Shares | $14.5M | 938K |
| Urogen Pharma Ltd | Shares | $13.1M | 727K | |
| Sionna Therapeutics Inc | SION | Shares | $11.8M | 294K |
| Corcept Therapeutics Inc | CORT | Shares | $11.5M | 286K |
| Jade Biosciences Inc | JBIO | Shares | $11.2M | 797K |
| Veracyte Inc | VCYT | Shares | $10.3M | 320K |
| Invivyd Inc | IVVD | Shares | $10.0M | 7.7M |
| C4 Therapeutics Inc | CCCC | Shares | $10.0M | 3.8M |
| Orthopediatrics Corp | KIDS | Shares | $9.8M | 615K |
| Arcus Biosciences Inc | RCUS | Shares | $9.8M | 452K |
| Tango Therapeutics Inc | TNGX | Shares | $9.4M | 450K |
| Evolus Inc | EOLS | Shares | $9.2M | 2.2M |
| Sophia Genetics Sa | Shares | $9.2M | 1.9M | |
| Enliven Therapeutics Inc | ELVN | Shares | $9.1M | 231K |
| Inhibrx Biosciences Inc | INBX | Shares | $8.8M | 131K |
| Dexcom Inc | DXCM | Shares | $8.8M | 140K |
| Septerna Inc | SEPN | Shares | $6.6M | 275K |
| Avalo Therapeutics Inc | AVTX | Shares | $6.6M | 442K |
| Biodesix Inc | BDSX | Shares | $6.0M | 417K |
| Relmada Therapeutics Inc | RLMD | Shares | $5.9M | 842K |
| Cullinan Therapeutics Inc | CGEM | Shares | $5.8M | 410K |
| Immunovant Inc | IMVT | Shares | $5.7M | 230K |
| Mbx Biosciences Inc | MBX | Shares | $5.3M | 179K |
| Immunic Inc | VTLUSD | Shares | $5.0M | 4.5M |
| Larimar Therapeutics Inc | LRMR | Shares | $4.8M | 1.1M |
| Eton Pharmaceuticals Inc | ETON | Shares | $4.1M | 166K |
| Sab Biotherapeutics Inc | SABS | Shares | $4.0M | 1.1M |
| Procept Biorobotics Corp | PRCT | Shares | $4.0M | 160K |
| Structure Therapeutics Inc | GPCR | Shares | $3.9M | 80K |
| Tectonic Therapeutic Inc | TECX | Shares | $3.8M | 122K |
| Pulmonx Corp | LUNG | Shares | $3.6M | 2.8M |
| Iovance Biotherapeutics Inc | IOVA | Shares | $3.5M | 1.0M |
| Argenx Se | ARGX | Shares | $2.6M | 4K |
| Karyopharm Therapeutics Inc | KPTI | Shares | $2.5M | 440K |
| Satellos Bioscience Inc | MSLE | Shares | $2.3M | 414K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $1.8M | 28K |
| Inspiremd Inc | NSPR | Shares | $1.7M | 1.0M |
| Insmed Inc | INSM | Shares | $1.7M | 10K |
| Cytomx Therapeutics Inc. | CTMX | Shares | $1.4M | 300K |
| Cg Oncology Inc | CGON | Shares | $1.4M | 20K |
| Neogenomics Inc | NEO | Shares | $1.3M | 175K |
| Quoin Pharmaceuticals Ltd | QNRX | Shares | $480K | 73K |
| Cogent Biosciences Inc | COGT | Shares | $385K | 10K |
| Tyra Biosciences Inc | TYRA | Shares | $383K | 10K |
| Staar Surgical Co | STAA | Shares | $374K | 20K |
| Anaptysbio Inc | ANAB | Shares | $333K | 6K |
| Rapport Therapeutics Inc | RAPP | Shares | $313K | 10K |
| Rigel Pharmaceuticals Inc | RIGL | Shares | $270K | 10K |
| Zymeworks Inc | ZYME | Shares | $250K | 10K |
| Lb Pharmaceuticals Inc | LBRX | Shares | $247K | 10K |
| Oruka Therapeutics Inc | ORKA | Shares | $245K | 5K |
| Jasper Therapeutics Inc | JSPR | Shares | $242K | 276K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.