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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 98 项
建仓 32
增持 28
减持 24
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
XBI
SPDR SER TR
+$208.8M
2,200,000
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$47.4M
3,505,000
+532%
清仓
—
RAYZEBIO INC
-$46.4M
0
-100%
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。
增持
TGTX
TG THERAPEUTICS INC
+$37.1M
3,168,456
+387%
建仓
JSPR
JASPER THERAPEUTICS INC
+$34.9M
1,187,096
减持
GSK
GSK PLC
-$33.7M
319,217
-75%
建仓
ONC
BEIGENE LTD
+$23.2M
148,100
建仓
KROS
KEROS THERAPEUTICS INC
+$18.1M
273,600
增持
RVMD
REVOLUTION MEDICINES INC
+$16.3M
728,700
+189%
建仓
BIIB
BIOGEN INC
+$15.7M
72,800
增持
CSTL
CASTLE BIOSCIENCES INC
+$15.5M
725,457
+2690%
增持
FOCL
EDAP TMS S A
+$15.0M
7,227,353
+0%
增持
NRIX
NURIX THERAPEUTICS INC
+$14.9M
1,115,000
+680%
减持
IRMD
IRADIMED CORP
-$14.6M
361,630
-44%
减持
NUVL
NUVALENT INC
-$14.1M
129,288
-60%
清仓
ATRC
ATRICURE INC
-$14.0M
0
-100%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$13.9M
2,616,953
-73%
建仓
—
ENGENE HOLDINGS INC
+$13.6M
800,000
建仓
—
INARI MED INC
+$13.3M
277,000
清仓
SNN
SMITH & NEPHEW PLC
-$12.8M
0
-100%
减持
PCVX
VAXCYTE INC
-$11.9M
207,750
-50%
减持
HCA
HCA HEALTHCARE INC
-$10.3M
51,441
-49%
建仓
ENTA
ENANTA PHARMACEUTICALS INC
+$10.1M
580,546
增持
KRYS
KRYSTAL BIOTECH INC
+$10.0M
84,100
+110%
增持
CCCC
C4 THERAPEUTICS INC
+$9.7M
2,458,996
+34%
建仓
CGON
CG ONCOLOGY INC
+$9.6M
217,871
增持
ORGO
ORGANOGENESIS HLDGS INC
-$9.5M
9,573,198
+7%
清仓
—
HARPOON THERAPEUTICS INC
-$9.3M
0
-100%
增持
—
IMMUNIC INC
+$9.2M
7,293,007
+2331%
增持
—
APPLIED THERAPEUTICS INC
+$9.1M
1,564,916
+240%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$8.9M
3,486,440
-37%
增持
—
INHIBRX INC
+$8.8M
267,871
+1686%
减持
HUM
HUMANA INC
-$8.8M
72,006
-2%
减持
TMDX
TRANSMEDICS GROUP INC
-$8.5M
16,700
-86%
增持
—
Y-MABS THERAPEUTICS INC
+$8.2M
570,982
+263%
建仓
NTRA
NATERA INC
+$8.0M
87,000
清仓
—
JASPER THERAPEUTICS INC
-$7.8M
0
-100%
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$7.4M
658,000
增持
AXGN
AXOGEN INC
+$7.3M
3,105,815
+20%
清仓
SIBN
SI-BONE INC
-$7.2M
0
-100%
建仓
BHC
BAUSCH HEALTH COS INC
+$7.1M
670,000
建仓
MNKD
MANNKIND CORP
+$7.1M
1,558,537
建仓
—
MIND MEDICINE MINDMED INC
+$7.1M
750,237
增持
WGS
GENEDX HOLDINGS CORP
+$7.0M
783,376
+1206%
增持
VSTM
VERASTEM INC
+$6.6M
1,540,634
+8%
减持
—
SILK RD MED INC
-$6.4M
10,000
-98%
建仓
FATE
FATE THERAPEUTICS INC
+$6.4M
870,000
增持
—
NOVOCURE LTD
+$6.4M
695,759
+131%
建仓
—
X4 PHARMACEUTICALS INC
+$6.4M
4,579,926
建仓
JANX
JANUX THERAPEUTICS INC
+$5.9M
157,800
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$5.8M
421,000
减持
CELC
CELCUITY INC
+$5.6M
1,731,338
-21%
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$5.4M
197,098
+331%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$4.8M
259,749
+4%
减持
IMVT
IMMUNOVANT INC
-$4.8M
264,650
-17%
清仓
CVS
CVS HEALTH CORP
-$4.7M
0
-100%
增持
TMCI
TREACE MED CONCEPTS INC
+$4.6M
1,345,648
+33%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$4.6M
386,000
增持
—
SURMODICS INC
-$4.6M
800,820
+4%
建仓
—
REGULUS THERAPEUTICS INC
+$4.5M
1,562,500
减持
CMPS
COMPASS PATHWAYS PLC
-$3.7M
565,550
-41%
减持
IDYA
IDEAYA BIOSCIENCES INC
+$3.3M
533,515
-6%
建仓
CALC
CALCIMEDICA INC
+$3.3M
783,904
建仓
NKTX
NKARTA INC
+$3.2M
300,000
增持
—
PHARVARIS N V
+$3.2M
401,901
+85%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$3.0M
100,000
建仓
CRVO
CERVOMED INC
+$3.0M
126,614
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$2.9M
340,000
+146%
清仓
XENE
XENON PHARMACEUTICALS INC
-$2.7M
0
-100%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$2.7M
925,000
减持
VKTX
VIKING THERAPEUTICS INC
-$2.6M
67,121
-85%
清仓
—
HOLOGIC INC
-$2.4M
0
-100%
增持
TNGX
TANGO THERAPEUTICS INC
+$2.3M
1,350,145
+59%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.3M
369,000
-28%
清仓
ABBV
ABBVIE INC
-$2.3M
0
-100%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$2.3M
37,268
建仓
EOLS
EVOLUS INC
+$2.2M
160,000
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$2.2M
225,000
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$2.1M
153,000
+61%
减持
—
ESSA PHARMA INC
+$1.9M
3,589,558
-17%
减持
DNLI
DENALI THERAPEUTICS INC
-$1.8M
47,000
-64%
清仓
VYNE
VYNE THERAPEUTICS INC
-$1.6M
0
-100%
减持
—
ARCELLX INC
+$1.6M
150,000
-6%
增持
INSM
INSMED INC
+$1.6M
250,000
+50%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$905.1K
34,500
-58%
建仓
CVRX
CVRX INC
+$883.2K
48,500
增持
PEN
PENUMBRA INC
-$845.8K
85,700
+8%
清仓
ILMN
ILLUMINA INC
-$738.0K
0
-100%
建仓
—
AMICUS THERAPEUTICS INC
+$682.8K
57,966
建仓
TNYA
TENAYA THERAPEUTICS INC
+$639.2K
122,222
减持
—
MERUS N V
+$486.0K
195,577
-35%
清仓
—
IMMUNOGEN INC
-$386.9K
0
-100%
减持
APGE
APOGEE THERAPEUTICS INC
+$351.1K
20,000
-43%
清仓
—
ADVERUM BIOTECHNOLOGIES INC
-$319.9K
0
-100%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$272.8K
170,000
+10%
减持
ANNX
ANNEXON INC
-$243.4K
292,400
-43%
建仓
—
UROGEN PHARMA LTD
+$150.0K
10,000
减持
—
RIGEL PHARMACEUTICALS INC
-$13.6K
9,241,986
-2%