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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
$2.31B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 82 项
建仓 26
增持 18
减持 19
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
—
BIOATLA INC
-$44.4M
2,515,424
-10%
增持
—
ESSA PHARMA INC
-$41.0M
2,868,023
+28%
建仓
—
DICE THERAPEUTICS INC
+$28.8M
879,903
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$18.8M
101,800
减持
—
NOVOCURE LTD
-$18.8M
27,275
-72%
建仓
—
FLEXION THERAPEUTICS INC
+$12.7M
2,084,050
减持
SKIN
THE BEAUTY HEALTH COMPANY
-$10.5M
201,994
-78%
建仓
ENTA
ENANTA PHARMACEUTICALS INC
+$10.4M
182,400
建仓
ORGO
ORGANOGENESIS HLDGS INC
+$9.1M
639,887
建仓
NRIX
NURIX THERAPEUTICS INC
+$7.9M
263,900
减持
—
ITAMAR MED LTD
-$7.0M
180,839
-66%
减持
NEO
NEOGENOMICS INC
-$6.7M
190,556
-46%
建仓
CTSO
CYTOSORBENTS CORP
+$6.5M
800,000
增持
NPCE
NEUROPACE INC
-$6.5M
1,670,136
+21%
减持
—
CRISPR THERAPEUTICS AG
-$6.4M
92,214
-11%
增持
LNTH
LANTHEUS HLDGS INC
+$6.3M
1,229,827
+35%
建仓
ANGO
ANGIODYNAMICS INC
+$6.3M
242,525
增持
—
SURMODICS INC
+$6.1M
381,522
+37%
建仓
LKFT
GALAPAGOS NV
+$6.1M
115,300
增持
CDNA
CAREDX INC
+$5.3M
126,661
+332%
建仓
—
SOMALOGIC INC
+$5.2M
422,243
建仓
VNDA
VANDA PHARMACEUTICALS INC
+$5.1M
298,600
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$5.1M
210,815
减持
EDIT
EDITAS MEDICINE INC
-$4.5M
23,500
-75%
减持
—
CUTERA INC
-$4.4M
14,480
-86%
增持
—
ASTRAZENECA PLC
+$4.2M
319,396
+28%
建仓
AVIR
ATEA PHARMACEUTICALS INC
+$4.1M
117,600
清仓
MDXG
MIMEDX GROUP INC
-$4.0M
0
-100%
清仓
RVMD
REVOLUTION MEDICINES INC
-$4.0M
0
-100%
增持
NTRA
NATERA INC
+$3.9M
138,989
+36%
建仓
—
PIERIS PHARMACEUTICALS INC
+$3.8M
740,000
建仓
PCRX
PACIRA BIOSCIENCES INC
+$3.7M
66,000
建仓
—
DA32 LIFE SCNCE TEC ACQSTN C
+$3.4M
350,000
减持
—
INHIBRX INC
-$3.4M
97,979
-60%
建仓
—
ARENA PHARMACEUTICALS INC
+$3.4M
56,800
建仓
—
MERIDIAN BIOSCIENCE INC
+$3.1M
163,000
建仓
CORT
CORCEPT THERAPEUTICS INC
+$3.0M
155,000
增持
INSP
INSPIRE MED SYS INC
+$3.0M
30,950
+44%
建仓
—
AVID BIOSERVICES INC
+$2.9M
135,000
清仓
—
GALECTO INC
-$2.7M
0
-100%
清仓
TKNO
ALPHA TEKNOVA INC
-$2.7M
0
-100%
增持
—
Y-MABS THERAPEUTICS INC
+$2.7M
265,700
+84%
建仓
—
ZOGENIX INC
+$2.6M
171,000
清仓
DXCM
DEXCOM INC
-$2.5M
0
-100%
清仓
PODD
INSULET CORP
-$2.5M
0
-100%
减持
CELC
CELCUITY INC
-$2.5M
83,688
-49%
增持
EOLS
EVOLUS INC
-$2.4M
642,934
+11%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$2.3M
0
-100%
清仓
—
MISONIX INC
-$2.2M
0
-100%
减持
BEAM
BEAM THERAPEUTICS INC
-$2.2M
7,700
-65%
清仓
GH
GUARDANT HEALTH INC
-$2.2M
0
-100%
增持
—
SIENTRA INC
+$2.0M
2,386,063
+63%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$2.0M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$2.0M
125,529
+86%
增持
CVRX
CVRX INC
-$1.7M
619,065
+45%
清仓
—
CATABASIS PHARMACEUTICALS IN
-$1.6M
0
-100%
清仓
—
CAREMAX INC
-$1.5M
0
-100%
清仓
—
RENALYTIX PLC
-$1.5M
0
-100%
建仓
BVS
BIOVENTUS INC
+$1.3M
94,602
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$1.3M
261,050
增持
—
THERATECHNOLOGIES INC
+$1.3M
7,612,383
+8%
减持
RFL
RAFAEL HLDGS INC
-$1.2M
21,742
-41%
减持
GLUE
MONTE ROSA THERAPEUTICS INC
-$1.1M
25,000
-67%
减持
XENE
XENON PHARMACEUTICALS INC
-$1.1M
215,697
-8%
建仓
—
ASTRIA THERAPEUTICS INC
+$994.0K
112,499
清仓
SPRY
SILVERBACK THERAPEUTICS INC
-$967.0K
0
-100%
清仓
—
MAGENTA THERAPEUTICS INC
-$880.0K
0
-100%
建仓
—
NGM BIOPHARMACEUTICALS INC
+$862.0K
41,000
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$834.0K
120,900
+20%
清仓
—
TCR2 THERAPEUTICS INC
-$780.0K
0
-100%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$763.0K
20,000
增持
LUNG
PULMONX CORP
-$609.0K
87,612
+3%
增持
FOCL
EDAP TMS S A
+$595.0K
2,956,367
+15%
减持
CCCC
C4 THERAPEUTICS INC
+$589.0K
750,633
-14%
清仓
—
INARI MED INC
-$574.0K
0
-100%
减持
PCVX
VAXCYTE INC
+$567.0K
355,650
-5%
减持
IRMD
IRADIMED CORP
+$516.0K
450,679
-9%
增持
—
LYRA THERAPEUTICS INC
+$497.0K
215,576
+18%
清仓
—
KADMON HLDGS INC
-$335.0K
0
-100%
清仓
RPTX
REPARE THERAPEUTICS INC
-$228.0K
0
-100%
减持
—
GOSSAMER BIO INC
-$164.0K
8,200,000
-23%
减持
—
IVERIC BIO INC
+$30.0K
1,093,020
-61%