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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 26
增持 31
减持 25
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$208.8M
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$39.7M
586,499
-83%
建仓
—
TERNS PHARMACEUTICALS INC
+$33.7M
4,947,738
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
NRIX
NURIX THERAPEUTICS INC
+$26.5M
2,055,916
+84%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$19.8M
533,015
+1330%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$18.0M
769,263
减持
CELC
CELCUITY INC
-$17.6M
1,211,187
-30%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$17.4M
71,700
清仓
HCA
HCA HEALTHCARE INC
-$17.2M
0
-100%
增持
TGTX
TG THERAPEUTICS INC
+$16.7M
3,645,562
+15%
清仓
BIIB
BIOGEN INC
-$15.7M
0
-100%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$14.6M
141,499
-46%
建仓
TXG
10X GENOMICS INC
+$14.0M
719,000
清仓
—
RIGEL PHARMACEUTICALS INC
-$13.7M
0
-100%
增持
—
MERUS N V
+$13.5M
376,321
+92%
增持
FOCL
EDAP TMS S A
-$13.4M
7,293,728
+1%
增持
VSTM
VERASTEM INC
-$13.2M
1,661,297
+8%
减持
IRMD
IRADIMED CORP
-$11.4M
102,067
-72%
增持
EOLS
EVOLUS INC
+$10.3M
1,152,000
+620%
建仓
ALEC
ALECTOR INC
+$10.2M
2,239,006
增持
RVMD
REVOLUTION MEDICINES INC
+$9.7M
856,178
+17%
减持
—
SURMODICS INC
+$9.4M
781,777
-2%
清仓
—
INHIBRX INC
-$9.4M
0
-100%
建仓
—
BIODESIX INC
+$9.4M
6,111,964
减持
—
NOVOCURE LTD
-$9.0M
108,900
-84%
建仓
KIDS
ORTHOPEDIATRICS CORP
+$8.9M
309,500
减持
—
BIOATLA INC
-$8.6M
3,901,314
-4%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$8.6M
7,548,000
+115%
建仓
RIGL
RIGEL PHARMACEUTICALS INC
+$8.6M
1,043,697
减持
HUM
HUMANA INC
-$8.4M
44,356
-38%
增持
—
ESSA PHARMA INC
-$8.3M
4,210,537
+17%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$8.2M
826,500
+124%
增持
KRYS
KRYSTAL BIOTECH INC
+$8.2M
126,000
+50%
减持
KROS
KEROS THERAPEUTICS INC
-$8.0M
221,600
-19%
减持
NTRA
NATERA INC
-$7.6M
3,600
-96%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$7.2M
509,000
建仓
DYN
DYNE THERAPEUTICS INC
+$7.1M
201,000
清仓
MNKD
MANNKIND CORP
-$7.1M
0
-100%
清仓
—
MIND MEDICINE MINDMED INC
-$7.1M
0
-100%
建仓
HIMS
HIMS & HERS HEALTH INC
+$6.7M
333,000
增持
—
INARI MED INC
+$6.4M
408,373
+47%
建仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$6.2M
1,720,000
增持
CVRX
CVRX INC
+$6.2M
587,098
+1111%
建仓
GMED
GLOBUS MED INC
+$5.9M
86,000
增持
JSPR
JASPER THERAPEUTICS INC
-$5.9M
1,276,190
+8%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$5.8M
53,935
清仓
VKTX
VIKING THERAPEUTICS INC
-$5.5M
0
-100%
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$5.1M
216,500
-67%
建仓
ERAS
ERASCA INC
+$5.1M
2,162,162
增持
ORGO
ORGANOGENESIS HLDGS INC
+$5.1M
11,518,954
+20%
减持
WGS
GENEDX HOLDINGS CORP
-$4.9M
87,000
-89%
减持
—
APPLIED THERAPEUTICS INC
-$4.7M
1,269,714
-19%
清仓
CMPS
COMPASS PATHWAYS PLC
-$4.7M
0
-100%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$4.6M
163,000
-61%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$4.6M
0
-100%
清仓
—
REGULUS THERAPEUTICS INC
-$4.5M
0
-100%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$4.1M
1,246,953
-52%
减持
—
X4 PHARMACEUTICALS INC
-$4.0M
4,051,000
-12%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$4.0M
108,598
-45%
建仓
EXAS
EXACT SCIENCES CORP
+$3.9M
91,611
增持
CGON
CG ONCOLOGY INC
+$3.8M
424,585
+95%
建仓
PODD
INSULET CORP
+$3.8M
18,800
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$3.7M
200,000
减持
JANX
JANUX THERAPEUTICS INC
-$3.6M
55,500
-65%
减持
ONC
BEIGENE LTD
-$3.5M
137,700
-7%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$3.3M
23,500
-85%
增持
NUVL
NUVALENT INC
+$3.3M
171,788
+33%
清仓
NKTX
NKARTA INC
-$3.2M
0
-100%
增持
PEN
PENUMBRA INC
+$3.1M
123,450
+44%
建仓
SNY
SANOFI
+$3.0M
62,500
清仓
DNTH
DIANTHUS THERAPEUTICS INC
-$3.0M
0
-100%
清仓
TSHA
TAYSHA GENE THERAPIES INC
-$2.7M
0
-100%
增持
CSTL
CASTLE BIOSCIENCES INC
+$2.5M
853,628
+18%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$2.3M
1,604,718
+844%
增持
GSK
GSK PLC
+$2.3M
415,000
+30%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$2.2M
0
-100%
清仓
ANNX
ANNEXON INC
-$2.1M
0
-100%
减持
IMVT
IMMUNOVANT INC
-$1.9M
251,900
-5%
增持
TMCI
TREACE MED CONCEPTS INC
-$1.8M
2,365,648
+76%
减持
—
PHARVARIS N V
-$1.8M
399,430
-1%
减持
TNGX
TANGO THERAPEUTICS INC
-$1.7M
1,049,895
-22%
增持
—
Y-MABS THERAPEUTICS INC
-$1.5M
647,982
+13%
增持
CCCC
C4 THERAPEUTICS INC
-$1.4M
4,051,996
+65%
清仓
APGE
APOGEE THERAPEUTICS INC
-$1.3M
0
-100%
增持
BHC
BAUSCH HEALTH COS INC
+$1.3M
1,206,000
+80%
建仓
INBX
INHIBRX BIOSCIENCES INC
+$1.3M
88,470
清仓
TMDX
TRANSMEDICS GROUP INC
-$1.2M
0
-100%
增持
AXGN
AXOGEN INC
-$1.1M
3,305,815
+6%
建仓
—
ADVERUM BIOTECHNOLOGIES INC
+$1.0M
147,246
增持
—
ARCELLX INC
-$1.0M
170,741
+14%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$998.1K
0
-100%
清仓
DNLI
DENALI THERAPEUTICS INC
-$964.4K
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$958.1K
694,069
+30%
增持
RCEL
AVITA MEDICAL INC
+$912.4K
267,000
+256%
清仓
—
AMICUS THERAPEUTICS INC
-$682.8K
0
-100%
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$681.6K
15,000
建仓
OFIX
ORTHOFIX MED INC
+$676.3K
51,000
清仓
TNYA
TENAYA THERAPEUTICS INC
-$639.2K
0
-100%
建仓
MDXG
MIMEDX GROUP INC
+$574.4K
82,884
建仓
WHWK
AADI BIOSCIENCE INC
+$486.5K
333,227
增持
ENTA
ENANTA PHARMACEUTICALS INC
+$233.8K
799,546
+38%
建仓
IOBTQ
IO BIOTECH INC
+$225.4K
192,670
减持
PCVX
VAXCYTE INC
-$203.2K
185,250
-11%
清仓
—
SILK RD MED INC
-$183.2K
0
-100%
清仓
—
UROGEN PHARMA LTD
-$150.0K
0
-100%
清仓
LQDA
LIQUIDIA CORPORATION
-$147.5K
0
-100%
减持
INSM
INSMED INC
+$83.1K
102,472
-59%