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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 115 项
建仓 25
增持 29
减持 26
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
XBI
SPDR SER TR
+$91.3M
1,250,000
建仓
GSK
GSK PLC
+$34.2M
943,000
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$29.7M
6,052,164
+42%
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
CRL
CHARLES RIV LABS INTL INC
-$25.2M
96,064
-54%
建仓
TMCI
TREACE MED CONCEPTS INC
+$25.0M
1,907,823
建仓
PODD
INSULET CORP
+$20.4M
127,680
增持
TNGX
TANGO THERAPEUTICS INC
+$15.8M
1,929,019
+9%
增持
AXSM
AXSOME THERAPEUTICS INC
+$14.8M
237,500
+854%
清仓
—
SEAGEN INC
-$13.7M
0
-100%
建仓
ATRC
ATRICURE INC
+$13.4M
306,000
增持
TGTX
TG THERAPEUTICS INC
+$13.3M
2,884,382
+562%
减持
NPCE
NEUROPACE INC
+$12.9M
2,466,205
-0%
建仓
MREO
MEREO BIOPHARMA GROUP PLC
+$12.5M
9,677,419
增持
IMVT
IMMUNOVANT INC
+$12.0M
399,599
+130%
增持
EOLS
EVOLUS INC
+$11.6M
2,078,000
+104%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$11.3M
287,165
+18%
减持
CVS
CVS HEALTH CORP
-$11.1M
192,554
-46%
建仓
BNTX
BIONTECH SE
+$10.6M
98,000
建仓
—
RAYZEBIO INC
+$10.0M
451,163
清仓
—
REATA PHARMACEUTICALS INC
-$9.9M
0
-100%
建仓
—
SOLENO THERAPEUTICS INC
+$9.6M
325,000
建仓
—
MERUS N V
+$9.1M
384,490
减持
IRMD
IRADIMED CORP
-$9.1M
628,206
-19%
清仓
ILMN
ILLUMINA INC
-$8.6M
0
-100%
减持
—
ARCELLX INC
-$8.6M
643,777
-36%
清仓
ANGO
ANGIODYNAMICS INC
-$8.0M
0
-100%
清仓
—
THERATECHNOLOGIES INC
-$7.8M
0
-100%
建仓
CMPS
COMPASS PATHWAYS PLC
+$7.1M
964,550
增持
VSTM
VERASTEM INC
+$7.1M
1,347,369
+159%
增持
FOCL
EDAP TMS S A
-$6.5M
6,256,784
+14%
建仓
NRIX
NURIX THERAPEUTICS INC
+$6.4M
814,000
清仓
BBIO
BRIDGEBIO PHARMA INC
-$6.3M
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$6.2M
0
-100%
建仓
BLFS
BIOLIFE SOLUTIONS INC
+$6.1M
439,000
增持
—
BIOATLA INC
-$5.6M
4,356,197
+1%
建仓
INSM
INSMED INC
+$5.5M
218,000
减持
NTRA
NATERA INC
-$5.5M
61,377
-64%
减持
—
SERES THERAPEUTICS INC
-$5.5M
1,820,983
-11%
增持
HUM
HUMANA INC
+$5.4M
68,802
+10%
建仓
—
UROGEN PHARMA LTD
+$5.2M
372,000
建仓
—
THERATECHNOLOGIES INC
+$5.0M
2,331,376
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$5.0M
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$4.9M
35,600
+431%
增持
—
JASPER THERAPEUTICS INC
-$4.8M
8,300,980
+7%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$4.8M
304,083
-85%
建仓
CSTL
CASTLE BIOSCIENCES INC
+$4.8M
283,500
增持
—
NOVOCURE LTD
-$4.6M
344,100
+40%
减持
—
KINIKSA PHARMACEUTICALS LTD
-$4.6M
157,349
-70%
减持
—
ALKERMES PLC
-$4.6M
54,400
-72%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$4.4M
250,000
清仓
DXCM
DEXCOM INC
-$4.2M
0
-100%
减持
VKTX
VIKING THERAPEUTICS INC
-$4.1M
122,200
-64%
清仓
—
CYMABAY THERAPEUTICS INC
-$4.1M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
-$4.0M
104,000
-66%
增持
SKIN
THE BEAUTY HEALTH COMPANY
-$3.9M
2,806,720
+13%
清仓
—
DICE THERAPEUTICS INC
-$3.7M
0
-100%
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$3.5M
244,627
+271%
清仓
TWST
TWIST BIOSCIENCE CORP
-$3.3M
0
-100%
增持
SIBN
SI-BONE INC
-$3.3M
642,289
+3%
减持
PCVX
VAXCYTE INC
-$3.1M
499,650
-13%
建仓
—
APPLIED THERAPEUTICS INC
+$3.0M
1,192,626
建仓
—
BIOHAVEN LTD
+$3.0M
113,800
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.7M
119,500
-44%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$2.6M
391,800
-5%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$2.6M
0
-100%
增持
AXGN
AXOGEN INC
+$2.6M
3,785,829
+111%
清仓
VCEL
VERICEL CORP
-$2.5M
0
-100%
减持
KROS
KEROS THERAPEUTICS INC
-$2.4M
12,700
-82%
建仓
DSGN
DESIGN THERAPEUTICS INC
+$2.4M
1,025,000
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$2.4M
123,748
-44%
清仓
—
CRISPR THERAPEUTICS AG
-$2.4M
0
-100%
减持
—
SURMODICS INC
-$2.4M
1,230,862
-8%
增持
BHC
BAUSCH HEALTH COS INC
+$2.3M
1,408,801
+22%
增持
CELC
CELCUITY INC
-$2.3M
2,056,484
+7%
增持
—
RIGEL PHARMACEUTICALS INC
-$2.3M
14,803,015
+4%
增持
—
INHIBRX INC
-$2.2M
549,183
+16%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$2.2M
0
-100%
清仓
LLY
LILLY ELI & CO
-$2.0M
0
-100%
减持
—
KARUNA THERAPEUTICS INC
-$2.0M
6,440
-54%
增持
—
ESSA PHARMA INC
+$1.9M
4,287,094
+2%
减持
NUVL
NUVALENT INC
-$1.9M
154,416
-28%
减持
—
GALECTO INC
-$1.9M
897,657
-10%
清仓
ACRS
ACLARIS THERAPEUTICS INC
-$1.6M
0
-100%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$1.5M
0
-100%
增持
WGS
GENEDX HOLDINGS CORP
-$1.4M
781,396
+10%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$1.3M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$1.3M
103,000
-41%
减持
—
PHARVARIS N V
+$1.2M
343,975
-12%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$1.1M
0
-100%
增持
—
89BIO INC
+$1.1M
346,033
+53%
清仓
IMCR
IMMUNOCORE HLDGS PLC
-$983.3K
0
-100%
减持
ANNX
ANNEXON INC
-$967.5K
515,400
-17%
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$808.9K
0
-100%
清仓
—
MORPHIC HLDG INC
-$779.7K
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$764.7K
52,000
-21%
建仓
APGE
APOGEE THERAPEUTICS INC
+$745.5K
35,000
增持
KRYS
KRYSTAL BIOTECH INC
+$738.9K
117,892
+7%
清仓
—
VENTYX BIOSCIENCES INC
-$698.6K
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$690.7K
3,900
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$636.5K
0
-100%
清仓
PLRX
PLIANT THERAPEUTICS INC
-$607.0K
0
-100%
建仓
DCTH
DELCATH SYS INC
+$587.1K
144,958
建仓
SPRY
ARS PHARMACEUTICALS INC
+$567.0K
150,000
清仓
LUNG
PULMONX CORP
-$537.5K
0
-100%
清仓
—
ADVERUM BIOTECHNOLOGIES INC
-$508.8K
0
-100%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$461.4K
0
-100%
清仓
—
VERONA PHARMA PLC
-$458.7K
0
-100%
减持
—
PRAXIS PRECISION MEDICINES I
-$448.5K
1,150,000
-45%
增持
EXAS
EXACT SCIENCES CORP
+$445.8K
102,196
+47%
清仓
—
INDIVIOR PLC
-$443.3K
0
-100%
增持
SNN
SMITH & NEPHEW PLC
+$418.2K
653,900
+34%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$331.8K
0
-100%
清仓
—
PARAGON 28 INC
-$177.4K
0
-100%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$164.6K
12,296,163
+5%
清仓
—
SUTRO BIOPHARMA INC
-$120.4K
0
-100%