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Soleus Capital Management, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Soleus Capital Management, L.P.

报告期 2026-03-31 · CIK 0001802630

持仓数

93

前50大市值合计

$2.31B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

KRYS KRYSTAL BIOTECH INC

COM

$297.9M

1,153,087

12.9%

CELC CELCUITY INC

COM

$146.6M

1,284,378

6.4%

TGTX TG THERAPEUTICS INC

COM

$133.9M

4,029,319

5.8%

PODD INSULET CORP

COM

$118.0M

562,500

5.1%

— NOVOCURE LTD

ORD SHS

$114.4M

10,492,391

5.0%

UTHR UNITED THERAPEUTICS CORP DEL

COM

$111.0M

187,187

4.8%

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$106.5M

330,517

4.6%

VCEL VERICEL CORP

COM

$82.0M

2,549,079

3.6%

— ALKERMES PLC

SHS

$69.7M

1,970,864

3.0%

ANIP ANI PHARMACEUTICALS INC

COM

$63.1M

820,243

2.7%

GMED GLOBUS MED INC

CL A

$62.9M

729,467

2.7%

GERN GERON CORP

COM

$61.8M

41,508,659

2.7%

TWST TWIST BIOSCIENCE CORP

COM

$58.3M

1,226,629

2.5%

EWTX EDGEWISE THERAPEUTICS INC

COM

$45.7M

1,449,915

2.0%

BBNX BETA BIONICS INC

COM

$43.6M

4,354,501

1.9%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$43.6M

131,650

1.9%

SNDX SYNDAX PHARMACEUTICALS INC

COM

$40.3M

1,726,908

1.7%

INDV INDIVIOR PHARMACEUTICALS INC

COM

$38.8M

1,274,000

1.7%

NPCE NEUROPACE INC

COM

$38.6M

2,932,207

1.7%

— LIVANOVA PLC

SHS

$37.0M

582,500

1.6%

MIRM MIRUM PHARMACEUTICALS INC

COM

$37.0M

400,306

1.6%

BMRN BIOMARIN PHARMACEUTICAL INC

COM

$36.8M

650,572

1.6%

PGNY PROGYNY INC

COM

$35.1M

2,067,000

1.5%

INSP INSPIRE MED SYS INC

COM

$29.7M

576,299

1.3%

FOCL EDAP TMS S A

SPONSORED ADR

$27.2M

7,309,254

1.2%

— KINIKSA PHARMACEUTICALS INTL

ORD SHS CL A

$25.1M

521,353

1.1%

MRK MERCK & CO INC

COM

$24.4M

203,000

1.1%

ORGO ORGANOGENESIS HLDGS INC

COM

$23.9M

10,085,951

1.0%

NTRA NATERA INC

COM

$23.8M

119,000

1.0%

AXGN AXOGEN INC

COM

$22.5M

679,170

1.0%

PCVX VAXCYTE INC

COM

$22.4M

385,472

1.0%

— ICON PLC

SHS

$21.2M

192,000

0.9%

— PHARVARIS N V

COM

$19.8M

702,052

0.9%

CERS CERUS CORP

COM

$19.6M

10,753,700

0.8%

TRVI TREVI THERAPEUTICS INC

COM

$19.3M

1,620,000

0.8%

IKT INHIBIKASE THERAPEUTICS INC

COM NEW

$18.3M

10,875,000

0.8%

CNTX CONTEXT THERAPEUTICS INC

COM

$18.2M

6,963,141

0.8%

VIR VIR BIOTECHNOLOGY INC

COM

$17.9M

2,002,000

0.8%

XENE XENON PHARMACEUTICALS INC

COM

$17.0M

292,000

0.7%

TVTX TRAVERE THERAPEUTICS INC

COM

$16.2M

546,000

0.7%

TNDM TANDEM DIABETES CARE INC

COM NEW

$15.0M

783,000

0.7%

NRIX NURIX THERAPEUTICS INC

COM

$14.5M

938,163

0.6%

— UROGEN PHARMA LTD

COM

$13.1M

727,000

0.6%

SION SIONNA THERAPEUTICS INC

COM

$11.8M

293,500

0.5%

CORT CORCEPT THERAPEUTICS INC

COM

$11.5M

285,531

0.5%

JBIO JADE BIOSCIENCES INC

COM NEW

$11.2M

796,744

0.5%

VCYT VERACYTE INC

COM

$10.3M

319,912

0.4%

IVVD INVIVYD INC

COM

$10.0M

7,708,727

0.4%

CCCC C4 THERAPEUTICS INC

COM STK

$10.0M

3,803,942

0.4%

KIDS ORTHOPEDIATRICS CORP

COM

$9.8M

615,447

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

KRYS12.9%CELC6.4%TGTX5.8%PODD5.1%NOVOCURE LTD5.0%UTHR4.8%