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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 99 项
建仓 17
增持 24
减持 36
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
XBI
SPDR SER TR
+$88.9M
900,000
建仓
GRFS
GRIFOLS S A
+$40.2M
4,521,703
增持
SNY
SANOFI
+$32.2M
612,000
+879%
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
QDEL
QUIDELORTHO CORP
+$31.3M
686,000
清仓
PEN
PENUMBRA INC
-$22.2M
0
-100%
增持
FOCL
EDAP TMS S A
-$21.0M
7,309,254
+0%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$19.5M
8,528,500
+13%
减持
NRIX
NURIX THERAPEUTICS INC
-$19.0M
1,065,834
-48%
增持
CCCC
C4 THERAPEUTICS INC
+$18.9M
6,603,996
+63%
增持
—
TERNS PHARMACEUTICALS INC
+$18.2M
6,223,544
+26%
减持
AXGN
AXOGEN INC
+$18.2M
3,005,943
-9%
建仓
LLY
ELI LILLY & CO
+$17.1M
19,300
清仓
HUM
HUMANA INC
-$16.6M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$16.4M
216,979
+72%
建仓
ANIP
ANI PHARMACEUTICALS INC
+$16.0M
269,000
减持
—
INARI MED INC
-$15.8M
93,878
-77%
建仓
ELV
ELEVANCE HEALTH INC
+$15.4M
29,650
减持
GSK
GSK PLC
-$14.4M
37,500
-91%
减持
ELVN
ENLIVEN THERAPEUTICS INC
-$11.9M
239,705
-69%
减持
PCVX
VAXCYTE INC
-$10.9M
27,050
-85%
建仓
—
LONGBOARD PHARMACEUTICALS IN
+$10.6M
318,269
减持
TMCI
TREACE MED CONCEPTS INC
-$10.6M
887,941
-62%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$9.5M
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$8.9M
1,049,314
+51%
增持
OFIX
ORTHOFIX MED INC
+$8.8M
606,933
+1090%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$8.6M
101,894
-28%
减持
—
SURMODICS INC
-$8.1M
637,698
-18%
增持
TXG
10X GENOMICS INC
+$7.5M
951,000
+32%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$7.2M
0
-100%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$7.1M
259,398
-51%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$7.1M
500,000
清仓
CVRX
CVRX INC
-$7.0M
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$6.7M
0
-100%
减持
RIGL
RIGEL PHARMACEUTICALS INC
+$6.5M
934,788
-10%
建仓
RLAY
RELAY THERAPEUTICS INC
+$6.4M
910,000
减持
IMVT
IMMUNOVANT INC
-$6.4M
9,678
-96%
减持
TNGX
TANGO THERAPEUTICS INC
-$6.4M
343,152
-67%
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$6.2M
285,000
建仓
BLCO
BAUSCH PLUS LOMB CORP
+$6.0M
312,000
清仓
GMED
GLOBUS MED INC
-$5.9M
0
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$5.8M
0
-100%
建仓
ARVN
ARVINAS INC
+$5.6M
228,800
减持
TGTX
TG THERAPEUTICS INC
-$5.6M
2,534,540
-30%
减持
NUVL
NUVALENT INC
-$5.4M
74,357
-57%
建仓
SLN
SILENCE THERAPEUTICS PLC
+$4.7M
260,000
减持
INSM
INSMED INC
-$4.7M
30,272
-70%
减持
ALEC
ALECTOR INC
-$4.5M
1,207,371
-46%
清仓
IRMD
IRADIMED CORP
-$4.5M
0
-100%
减持
EOLS
EVOLUS INC
+$4.3M
1,037,680
-10%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$4.0M
1,090,984
+32%
清仓
EXAS
EXACT SCIENCES CORP
-$3.9M
0
-100%
增持
—
ESSA PHARMA INC
+$3.8M
4,288,167
+2%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$3.8M
302,500
+51%
增持
JSPR
JASPER THERAPEUTICS INC
-$3.7M
1,343,665
+5%
增持
—
PHARVARIS N V
+$3.6M
598,169
+50%
增持
VSTM
VERASTEM INC
+$3.5M
2,827,963
+70%
增持
NTRA
NATERA INC
+$3.4M
29,900
+731%
增持
BHC
BAUSCH HEALTH COS INC
+$3.2M
1,424,000
+18%
建仓
ABBV
ABBVIE INC
+$3.1M
15,750
清仓
SKIN
THE BEAUTY HEALTH COMPANY
-$3.1M
0
-100%
增持
KROS
KEROS THERAPEUTICS INC
+$2.9M
224,600
+1%
减持
DYN
DYNE THERAPEUTICS INC
-$2.9M
117,500
-42%
清仓
FATE
FATE THERAPEUTICS INC
-$2.9M
0
-100%
减持
—
Y-MABS THERAPEUTICS INC
-$2.6M
399,982
-38%
增持
—
MERUS N V
-$2.4M
398,321
+6%
清仓
—
X4 PHARMACEUTICALS INC
-$2.3M
0
-100%
清仓
JANX
JANUX THERAPEUTICS INC
-$2.3M
0
-100%
建仓
—
MDXHEALTH SA
+$2.3M
1,105,000
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$2.3M
0
-100%
清仓
WGS
GENEDX HOLDINGS CORP
-$2.3M
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$2.3M
95,000
-72%
减持
ENTA
ENANTA PHARMACEUTICALS INC
-$2.2M
785,546
-2%
减持
—
BIODESIX INC
-$2.2M
4,038,065
-34%
清仓
RCEL
AVITA MEDICAL INC
-$2.1M
0
-100%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$1.9M
59,400
+296%
清仓
—
NOVOCURE LTD
-$1.9M
0
-100%
建仓
VCYT
VERACYTE INC
+$1.8M
54,303
减持
—
ARCELLX INC
-$1.7M
93,031
-46%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$1.6M
11,839,876
+3%
建仓
ABVX
ABIVAX SA
+$1.4M
125,000
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$1.3M
78,315
+233%
减持
RVMD
REVOLUTION MEDICINES INC
-$1.3M
704,584
-18%
增持
CELC
CELCUITY INC
-$1.3M
1,245,387
+3%
清仓
INBX
INHIBRX BIOSCIENCES INC
-$1.3M
0
-100%
清仓
ORIC
ORIC PHARMACEUTICALS INC
-$1.2M
0
-100%
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$1.1M
103,500
-52%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$1.1M
59,400
-17%
减持
KIDS
ORTHOPEDIATRICS CORP
-$1.1M
288,945
-7%
减持
ONC
BEIGENE LTD
-$1.1M
82,750
-40%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$1.0M
846,953
-32%
增持
—
ADVERUM BIOTECHNOLOGIES INC
+$1.0M
287,246
+95%
减持
—
BIOATLA INC
-$914.0K
2,517,478
-35%
清仓
MDXG
MIMEDX GROUP INC
-$574.4K
0
-100%
减持
CGON
CG ONCOLOGY INC
-$553.9K
340,585
-20%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$529.1K
1,112,749
-35%
减持
CSTL
CASTLE BIOSCIENCES INC
+$306.2K
662,332
-22%
减持
—
APPLIED THERAPEUTICS INC
-$142.9K
680,784
-46%
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$139.7K
0
-100%
减持
PODD
INSULET CORP
+$104.7K
16,750
-11%