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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 98 项
建仓 32
增持 25
减持 14
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
XBI
SPDR SER TR
+$158.5M
2,080,000
建仓
SNN
SMITH & NEPHEW PLC
+$27.1M
970,200
增持
—
BIOATLA INC
-$23.2M
4,321,197
+2%
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
SIBN
SI-BONE INC
+$20.9M
1,060,983
清仓
CVRX
CVRX INC
-$18.6M
0
-100%
建仓
—
RIGEL PHARMACEUTICALS INC
+$16.9M
12,803,015
增持
EXAS
EXACT SCIENCES CORP
+$16.7M
456,500
+59%
建仓
NTRA
NATERA INC
+$16.3M
294,200
建仓
—
REATA PHARMACEUTICALS INC
+$15.9M
174,592
建仓
—
SEAGEN INC
+$14.4M
71,000
减持
VCEL
VERICEL CORP
-$14.4M
326,449
-64%
清仓
LLY
LILLY ELI & CO
-$14.3M
0
-100%
建仓
—
JASPER THERAPEUTICS INC
+$13.5M
7,454,980
建仓
LNTH
LANTHEUS HLDGS INC
+$9.4M
113,700
增持
IRMD
IRADIMED CORP
+$9.4M
773,694
+4%
增持
CRL
CHARLES RIV LABS INTL INC
+$9.3M
156,096
+53%
增持
AXGN
AXOGEN INC
+$9.3M
1,779,998
+135%
增持
CVS
CVS HEALTH CORP
+$9.3M
243,554
+157%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$8.9M
1,449,777
增持
TGTX
TG THERAPEUTICS INC
+$8.5M
750,300
+215%
清仓
HCA
HCA HEALTHCARE INC
-$8.3M
0
-100%
减持
KRYS
KRYSTAL BIOTECH INC
-$8.1M
85,179
-55%
减持
—
INARI MED INC
-$8.0M
101,450
-55%
减持
INSP
INSPIRE MED SYS INC
-$8.0M
15,600
-66%
建仓
—
NOVOCURE LTD
+$7.8M
130,000
增持
NPCE
NEUROPACE INC
+$7.7M
2,428,714
+3%
建仓
VKTX
VIKING THERAPEUTICS INC
+$7.7M
460,000
减持
CCCC
C4 THERAPEUTICS INC
-$6.9M
2,387,020
-2%
清仓
—
AVIDITY BIOSCIENCES INC
-$6.9M
0
-100%
建仓
—
GENEDX HOLDINGS CORP
+$6.5M
17,940,000
建仓
—
ALKERMES PLC
+$6.5M
230,000
增持
—
IVERIC BIO INC
+$6.5M
2,127,043
+1%
清仓
—
AEROVATE THERAPEUTICS INC
-$6.4M
0
-100%
建仓
NUVL
NUVALENT INC
+$6.2M
236,900
建仓
—
KARUNA THERAPEUTICS INC
+$6.1M
33,740
增持
—
SURMODICS INC
-$6.1M
892,678
+15%
清仓
OFIX
ORTHOFIX MED INC
-$6.1M
0
-100%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$6.0M
364,000
减持
KROS
KEROS THERAPEUTICS INC
-$6.0M
122,316
-48%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$5.8M
242,000
减持
TNDM
TANDEM DIABETES CARE INC
-$5.8M
203,300
-35%
清仓
STAA
STAAR SURGICAL CO
-$5.3M
0
-100%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$5.3M
234,600
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$5.2M
136,235
+6%
清仓
ENOV
ENOVIS CORPORATION
-$5.1M
0
-100%
清仓
ILMN
ILLUMINA INC
-$4.9M
0
-100%
清仓
DXCM
DEXCOM INC
-$4.5M
0
-100%
减持
PCVX
VAXCYTE INC
-$4.4M
380,250
-2%
增持
—
ARCELLX INC
+$4.3M
1,248,147
+13%
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$4.3M
273,241
清仓
—
IMAGO BIOSCIENCES INC
-$4.1M
0
-100%
增持
FOCL
EDAP TMS S A
+$4.1M
5,312,222
+3%
建仓
—
CEREVEL THERAPEUTICS HLDNG I
+$3.8M
155,000
建仓
—
ABCAM PLC
+$3.8M
279,971
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$3.6M
190,000
清仓
—
BERKELEY LTS INC
-$3.6M
0
-100%
建仓
ANNX
ANNEXON INC
+$3.5M
915,400
减持
—
INHIBRX INC
-$3.5M
438,002
-8%
建仓
—
PARAGON 28 INC
+$3.5M
204,018
清仓
—
PROMETHEUS BIOSCIENCES INC
-$3.4M
0
-100%
增持
—
PIERIS PHARMACEUTICALS INC
+$3.0M
4,134,868
+313%
增持
—
89BIO INC
+$2.7M
494,000
+30%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$2.6M
0
-100%
减持
AXSM
AXSOME THERAPEUTICS INC
-$2.6M
20,700
-59%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$2.6M
0
-100%
增持
—
ESSA PHARMA INC
+$2.6M
4,145,117
+7%
清仓
TXG
10X GENOMICS INC
-$2.6M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$2.5M
0
-100%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$2.4M
469,400
+84%
建仓
ANGO
ANGIODYNAMICS INC
+$2.3M
225,000
清仓
—
VENTYX BIOSCIENCES INC
-$2.3M
0
-100%
清仓
NEOG
NEOGEN CORP
-$2.2M
0
-100%
减持
HUM
HUMANA INC
-$2.2M
23,750
-11%
清仓
PEN
PENUMBRA INC
-$2.1M
0
-100%
清仓
—
CHINOOK THERAPEUTICS INC
-$2.0M
0
-100%
建仓
ACRS
ACLARIS THERAPEUTICS INC
+$2.0M
249,000
建仓
—
CARDIOVASCULAR SYS INC DEL
+$1.9M
95,346
减持
ENTA
ENANTA PHARMACEUTICALS INC
-$1.7M
116,514
-15%
清仓
XENE
XENON PHARMACEUTICALS INC
-$1.5M
0
-100%
建仓
RXST
RXSIGHT INC
+$1.3M
80,000
减持
TMDX
TRANSMEDICS GROUP INC
-$1.2M
19,000
-56%
减持
SKIN
THE BEAUTY HEALTH COMPANY
+$1.2M
1,089,952
-21%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$1.2M
322,600
+47%
建仓
OBIO
ORCHESTRA BIOMED HLDGS INC
+$1.2M
60,450
增持
ORGO
ORGANOGENESIS HLDGS INC
+$1.2M
9,853,063
+34%
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$1.1M
411,800
+59%
清仓
—
CRISPR THERAPEUTICS AG
-$894.3K
0
-100%
清仓
—
CUTERA INC
-$884.4K
0
-100%
增持
—
PHARVARIS N V
-$773.8K
336,900
+9%
增持
—
FIBROGEN INC
+$598.1K
129,463
+14%
清仓
ANAB
ANAPTYSBIO INC
-$456.4K
0
-100%
建仓
—
IMMUNIC INC
+$447.0K
300,000
增持
—
THERATECHNOLOGIES INC
-$404.6K
9,090,511
+3%
增持
CELC
CELCUITY INC
+$346.0K
1,687,933
+39%
清仓
KIDS
ORTHOPEDIATRICS CORP
-$296.8K
0
-100%
建仓
—
MDXHEALTH SA
+$194.4K
60,000
清仓
PEPG
PEPGEN INC
-$133.7K
0
-100%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
-$16.3K
63,214
+25%