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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 108 项
建仓 39
增持 26
减持 28
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$158.5M
0
-100%
清仓
—
IVERIC BIO INC
-$51.8M
0
-100%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$32.0M
4,250,000
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。
减持
EXAS
EXACT SCIENCES CORP
-$24.4M
69,500
-85%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$23.1M
242,735
+78%
增持
—
SURMODICS INC
+$21.5M
1,336,838
+50%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$18.0M
11,728,063
+19%
增持
HUM
HUMANA INC
+$16.5M
62,750
+164%
增持
PCVX
VAXCYTE INC
+$14.3M
571,250
+50%
增持
CRL
CHARLES RIV LABS INTL INC
+$12.5M
209,496
+34%
减持
SNN
SMITH & NEPHEW PLC
-$11.3M
489,268
-50%
建仓
—
SERES THERAPEUTICS INC
+$9.8M
2,045,983
清仓
LNTH
LANTHEUS HLDGS INC
-$9.4M
0
-100%
建仓
BHC
BAUSCH HEALTH COS INC
+$9.2M
1,155,500
建仓
ILMN
ILLUMINA INC
+$8.6M
45,900
增持
FOCL
EDAP TMS S A
-$8.3M
5,474,222
+3%
清仓
TNDM
TANDEM DIABETES CARE INC
-$8.3M
0
-100%
减持
NTRA
NATERA INC
-$8.1M
168,800
-43%
建仓
EOLS
EVOLUS INC
+$7.4M
1,017,000
建仓
—
KINIKSA PHARMACEUTICALS LTD
+$7.3M
519,640
减持
VCEL
VERICEL CORP
-$7.1M
67,049
-79%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$7.0M
2,481,789
+128%
减持
—
ARCELLX INC
-$6.8M
1,001,999
-20%
清仓
—
GENEDX HOLDINGS CORP
-$6.5M
0
-100%
增持
CVS
CVS HEALTH CORP
+$6.4M
355,054
+46%
清仓
—
INARI MED INC
-$6.3M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$6.1M
110,192
+29%
减持
—
REATA PHARMACEUTICALS INC
-$5.9M
97,547
-44%
建仓
TNGX
TANGO THERAPEUTICS INC
+$5.9M
1,776,897
增持
ANGO
ANGIODYNAMICS INC
+$5.7M
768,500
+242%
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$5.4M
2,054,105
建仓
—
AVADEL PHARMACEUTICALS PLC
+$5.1M
307,000
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$5.0M
57,800
减持
TVTX
TRAVERE THERAPEUTICS INC
-$4.9M
21,600
-91%
增持
TMDX
TRANSMEDICS GROUP INC
+$4.8M
74,200
+291%
清仓
ENTA
ENANTA PHARMACEUTICALS INC
-$4.7M
0
-100%
建仓
DXCM
DEXCOM INC
+$4.2M
33,000
建仓
WGS
GENEDX HOLDINGS CORP
+$4.2M
711,396
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$4.1M
219,148
-53%
建仓
—
CYMABAY THERAPEUTICS INC
+$4.1M
373,000
清仓
—
PIERIS PHARMACEUTICALS INC
-$4.0M
0
-100%
增持
—
INHIBRX INC
+$4.0M
473,183
+8%
减持
SIBN
SI-BONE INC
-$4.0M
626,144
-41%
建仓
VSTM
VERASTEM INC
+$3.9M
520,369
增持
CELC
CELCUITY INC
+$3.8M
1,923,283
+14%
清仓
—
ABCAM PLC
-$3.8M
0
-100%
建仓
NSPR
INSPIREMD INC
+$3.5M
1,378,128
减持
—
PARAGON 28 INC
-$3.3M
10,000
-95%
建仓
IMVT
IMMUNOVANT INC
+$3.3M
173,599
建仓
TWST
TWIST BIOSCIENCE CORP
+$3.3M
160,000
减持
—
89BIO INC
-$3.2M
226,500
-54%
增持
—
PHARVARIS N V
+$3.2M
391,900
+16%
减持
—
KARUNA THERAPEUTICS INC
-$3.1M
14,140
-58%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$3.0M
76,817
-72%
增持
—
JASPER THERAPEUTICS INC
-$2.8M
7,775,980
+4%
减持
NUVL
NUVALENT INC
+$2.8M
213,000
-10%
建仓
XENE
XENON PHARMACEUTICALS INC
+$2.5M
66,000
建仓
—
GALECTO INC
+$2.5M
1,000,000
清仓
—
FIBROGEN INC
-$2.4M
0
-100%
建仓
—
PRAXIS PRECISION MEDICINES I
+$2.4M
2,100,000
建仓
—
CRISPR THERAPEUTICS AG
+$2.4M
42,400
减持
KROS
KEROS THERAPEUTICS INC
-$2.4M
70,800
-42%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.4M
212,600
-34%
增持
—
NOVOCURE LTD
+$2.4M
245,100
+89%
减持
—
CEREVEL THERAPEUTICS HLDNG I
-$2.3M
46,000
-70%
建仓
WHWK
AADI BIOSCIENCE INC
+$2.3M
333,227
减持
VKTX
VIKING THERAPEUTICS INC
-$2.2M
336,700
-27%
建仓
BDTX
BLACK DIAMOND THERAPEUTICS I
+$2.2M
435,000
建仓
LLY
LILLY ELI & CO
+$2.0M
4,300
减持
ACAD
ACADIA PHARMACEUTICALS INC
-$2.0M
66,000
-65%
清仓
—
CARDIOVASCULAR SYS INC DEL
-$1.9M
0
-100%
清仓
—
PARDES BIOSCIENCES INC
-$1.6M
0
-100%
减持
INSP
INSPIRE MED SYS INC
-$1.5M
6,700
-57%
增持
—
RIGEL PHARMACEUTICALS INC
+$1.4M
14,178,015
+11%
建仓
LQDA
LIQUIDIA CORPORATION
+$1.4M
175,000
减持
ANNX
ANNEXON INC
-$1.3M
620,400
-32%
清仓
RXST
RXSIGHT INC
-$1.3M
0
-100%
建仓
RCEL
AVITA MEDICAL INC
+$1.3M
75,000
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$1.3M
176,000
-27%
减持
—
DICE THERAPEUTICS INC
-$1.3M
80,000
-54%
清仓
OBIO
ORCHESTRA BIOMED HLDGS INC
-$1.2M
0
-100%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$1.1M
39,800
建仓
IMCR
IMMUNOCORE HLDGS PLC
+$983.3K
16,400
增持
—
ESSA PHARMA INC
-$965.3K
4,202,094
+1%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$905.4K
88,073
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$808.9K
34,000
建仓
—
MORPHIC HLDG INC
+$779.7K
13,600
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$733.7K
120,000
+90%
建仓
—
VENTYX BIOSCIENCES INC
+$698.6K
21,300
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$636.5K
38,600
增持
—
Y-MABS THERAPEUTICS INC
+$630.5K
157,182
+80%
建仓
PLRX
PLIANT THERAPEUTICS INC
+$607.0K
33,500
增持
AXSM
AXSOME THERAPEUTICS INC
+$512.5K
24,900
+20%
建仓
—
ADVERUM BIOTECHNOLOGIES INC
+$508.8K
320,000
增持
—
THERATECHNOLOGIES INC
+$481.8K
9,325,511
+3%
增持
AXGN
AXOGEN INC
-$478.3K
1,789,998
+1%
减持
TGTX
TG THERAPEUTICS INC
-$466.7K
435,500
-42%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$461.4K
13,600
建仓
—
VERONA PHARMA PLC
+$458.7K
21,700
减持
ACRS
ACLARIS THERAPEUTICS INC
-$448.5K
151,000
-39%
建仓
—
INDIVIOR PLC
+$443.3K
18,624
减持
—
ALKERMES PLC
-$399.0K
194,400
-15%
减持
LUNG
PULMONX CORP
-$256.3K
41,000
-42%
增持
NPCE
NEUROPACE INC
-$195.9K
2,466,214
+2%
清仓
—
MDXHEALTH SA
-$194.4K
0
-100%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$130.1K
1,239,777
-14%
建仓
—
SUTRO BIOPHARMA INC
+$120.4K
25,887
增持
CCCC
C4 THERAPEUTICS INC
-$92.2K
2,692,020
+13%