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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 91 项
建仓 31
增持 20
减持 20
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$126.6M
0
-100%
增持
—
IVERIC BIO INC
+$28.7M
2,502,601
+159%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$27.6M
2,665,876
+1071%
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
LLY
LILLY ELI & CO
+$26.1M
80,800
建仓
CRL
CHARLES RIV LABS INTL INC
+$25.4M
129,100
清仓
ANGO
ANGIODYNAMICS INC
-$22.1M
0
-100%
减持
—
ESSA PHARMA INC
-$21.3M
2,640,539
-37%
建仓
TNDM
TANDEM DIABETES CARE INC
+$19.9M
415,200
减持
OSUR
ORASURE TECHNOLOGIES INC
-$18.6M
565,000
-82%
增持
CVS
CVS HEALTH CORP
+$17.9M
285,900
+209%
增持
FOCL
EDAP TMS S A
+$17.5M
4,889,745
+55%
清仓
—
HOLOGIC INC
-$17.3M
0
-100%
建仓
NVST
ENVISTA HOLDINGS CORPORATION
+$15.7M
480,000
清仓
EOLS
EVOLUS INC
-$15.4M
0
-100%
增持
—
BIOATLA INC
+$13.6M
3,400,503
+35%
清仓
SNN
SMITH & NEPHEW PLC
-$12.3M
0
-100%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$12.1M
429,336
建仓
—
CUTERA INC
+$11.7M
255,792
减持
—
APOLLO ENDOSURGERY INC
-$11.2M
1,137,105
-61%
增持
NPCE
NEUROPACE INC
-$10.3M
2,334,003
+0%
清仓
—
STERIS PLC
-$10.0M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$9.9M
0
-100%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$9.8M
1,025,200
减持
—
FIBROGEN INC
-$9.7M
234,026
-78%
增持
—
ARCELLX INC
+$9.4M
1,239,913
+25%
建仓
VCEL
VERICEL CORP
+$8.7M
374,000
增持
CCCC
C4 THERAPEUTICS INC
+$8.6M
1,441,513
+765%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$8.1M
0
-100%
清仓
TXG
10X GENOMICS INC
-$8.1M
0
-100%
减持
ENTA
ENANTA PHARMACEUTICALS INC
-$8.0M
123,014
-39%
减持
—
DICE THERAPEUTICS INC
-$8.0M
535,358
-46%
建仓
CSTL
CASTLE BIOSCIENCES INC
+$7.8M
297,840
减持
NRIX
NURIX THERAPEUTICS INC
-$7.6M
504,144
-50%
清仓
—
ASTRAZENECA PLC
-$7.5M
0
-100%
建仓
—
INARI MED INC
+$7.4M
101,608
建仓
TMDX
TRANSMEDICS GROUP INC
+$7.3M
175,300
增持
ILMN
ILLUMINA INC
+$7.2M
151,600
+143%
建仓
HUM
HUMANA INC
+$6.9M
14,200
建仓
—
INHIBRX INC
+$6.5M
363,902
减持
FATE
FATE THERAPEUTICS INC
-$6.5M
67,300
-67%
建仓
BIIB
BIOGEN INC
+$6.2M
23,200
增持
NTRA
NATERA INC
+$5.8M
275,673
+78%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$5.7M
234,859
-23%
清仓
NEO
NEOGENOMICS INC
-$5.6M
0
-100%
建仓
KROS
KEROS THERAPEUTICS INC
+$5.5M
146,000
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$5.4M
27,000
建仓
—
ADVERUM BIOTECHNOLOGIES INC
+$5.3M
5,587,789
建仓
AXGN
AXOGEN INC
+$5.1M
424,998
减持
—
EIGER BIOPHARMACEUTICALS INC
-$4.8M
219,000
-72%
减持
KRYS
KRYSTAL BIOTECH INC
-$4.8M
207,332
-28%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$4.7M
135,618
-61%
建仓
EXAS
EXACT SCIENCES CORP
+$4.7M
144,800
建仓
ENOV
ENOVIS CORPORATION
+$4.7M
102,100
增持
ISRG
INTUITIVE SURGICAL INC
+$4.2M
34,800
+346%
增持
CELC
CELCUITY INC
+$4.2M
443,912
+1284%
增持
CVRX
CVRX INC
+$4.1M
1,059,040
+10%
增持
DXCM
DEXCOM INC
-$4.0M
23,836
+105%
清仓
—
SIENTRA INC
-$3.6M
0
-100%
减持
—
INMODE LTD
-$3.4M
67,449
-54%
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$3.4M
62,620
建仓
—
NEVRO CORP
+$3.4M
72,000
建仓
—
IMAGO BIOSCIENCES INC
+$3.2M
213,000
建仓
—
LYRA THERAPEUTICS INC
+$3.0M
592,417
清仓
—
ARYA SCIENCES ACQU CORP IV
-$2.9M
0
-100%
减持
IOBTQ
IO BIOTECH INC
-$2.8M
288,119
-57%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$2.4M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$2.3M
96,800
-49%
清仓
LQDA
LIQUIDIA CORPORATION
-$2.1M
0
-100%
减持
—
XILIO THERAPEUTICS INC
-$2.1M
453,660
-5%
增持
—
SURMODICS INC
-$2.0M
768,478
+38%
清仓
CTKB
CYTEK BIOSCIENCES INC
-$1.9M
0
-100%
清仓
—
CARA THERAPEUTICS INC
-$1.9M
0
-100%
建仓
—
89BIO INC
+$1.9M
330,000
清仓
PCRX
PACIRA BIOSCIENCES INC
-$1.7M
0
-100%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$1.7M
6,489,063
+155%
建仓
ANAB
ANAPTYSBIO INC
+$1.6M
64,027
减持
—
Y-MABS THERAPEUTICS INC
-$1.6M
87,182
-64%
建仓
—
CHINOOK THERAPEUTICS INC
+$1.5M
78,000
清仓
—
NOVOCURE LTD
-$1.4M
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$1.4M
14,100
增持
IRMD
IRADIMED CORP
+$1.3M
684,690
+59%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$1.3M
19,518
-78%
减持
PLRX
PLIANT THERAPEUTICS INC
-$1.2M
21,200
-91%
建仓
PEPG
PEPGEN INC
+$1.2M
130,000
清仓
—
OLINK HLDG AB
-$953.0K
0
-100%
建仓
—
APELLIS PHARMACEUTICALS INC
+$915.0K
13,400
减持
—
DA32 LIFE SCNCE TEC ACQSTN C
-$485.0K
50,000
-50%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$404.0K
25,300
增持
INSP
INSPIRE MED SYS INC
-$340.0K
67,400
+41%
增持
—
THERATECHNOLOGIES INC
+$132.0K
8,007,714
+4%
增持
PCVX
VAXCYTE INC
+$126.0K
335,650
+2%