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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 99 项
建仓 24
增持 22
减持 23
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
XBI
SPDR SER TR
+$181.3M
3,000,000
+233%
建仓
—
NOVOCURE LTD
+$81.6M
2,739,704
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$65.8M
1,001,400
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
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$46.1M
2,093,000
清仓
SNY
SANOFI
-$35.3M
0
-100%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$33.2M
0
-100%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$31.5M
6,560,000
-23%
建仓
IART
INTEGRA LIFESCIENCES HLDGS C
+$28.9M
1,276,000
建仓
—
ASTRAZENECA PLC
+$26.8M
409,000
减持
RVMD
REVOLUTION MEDICINES INC
-$23.2M
201,084
-71%
减持
—
ESSA PHARMA INC
-$21.9M
2,262,026
-47%
清仓
TXG
10X GENOMICS INC
-$21.5M
0
-100%
增持
TGTX
TG THERAPEUTICS INC
+$21.4M
2,681,242
+6%
建仓
IKT
INHIBIKASE THERAPEUTICS INC
+$20.6M
6,325,000
增持
INSM
INSMED INC
+$19.9M
320,272
+958%
建仓
—
ASCENDIS PHARMA A/S
+$19.8M
144,000
减持
ONC
BEIGENE LTD
-$18.4M
1,150
-99%
增持
KRYS
KRYSTAL BIOTECH INC
+$16.6M
358,379
+65%
增持
NRIX
NURIX THERAPEUTICS INC
+$15.7M
2,102,833
+97%
建仓
SEPN
SEPTERNA INC
+$15.5M
675,409
减持
ELV
ELEVANCE HEALTH INC
-$15.2M
550
-98%
增持
CELC
CELCUITY INC
+$15.0M
2,565,087
+106%
清仓
KROS
KEROS THERAPEUTICS INC
-$13.0M
0
-100%
增持
CCCC
C4 THERAPEUTICS INC
-$12.5M
6,978,942
+6%
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$12.2M
2,983,142
+168%
减持
CSTL
CASTLE BIOSCIENCES INC
-$12.1M
252,917
-62%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$11.9M
2,492,000
+128%
清仓
BHC
BAUSCH HEALTH COS INC
-$11.6M
0
-100%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$10.6M
275,000
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$10.6M
0
-100%
建仓
DCTH
DELCATH SYS INC
+$9.6M
801,000
减持
—
SURMODICS INC
-$9.1M
394,060
-38%
减持
EOLS
EVOLUS INC
-$9.1M
697,158
-33%
增持
GRFS
GRIFOLS S A
+$9.0M
6,605,425
+46%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$8.5M
1,180,000
+136%
清仓
ENTA
ENANTA PHARMACEUTICALS INC
-$8.1M
0
-100%
减持
LLY
ELI LILLY & CO
-$8.1M
11,658
-40%
清仓
KIDS
ORTHOPEDIATRICS CORP
-$7.8M
0
-100%
清仓
—
KINIKSA PHARMACEUTICALS INTL
-$7.6M
0
-100%
建仓
SRRK
SCHOLAR ROCK HLDG CORP
+$7.2M
167,543
清仓
—
BIODESIX INC
-$7.2M
0
-100%
减持
QDEL
QUIDELORTHO CORP
-$6.9M
547,082
-20%
增持
—
TERNS PHARMACEUTICALS INC
-$6.8M
8,142,500
+31%
减持
—
MERUS N V
-$6.8M
312,321
-22%
增持
JSPR
JASPER THERAPEUTICS INC
+$6.7M
1,494,420
+11%
减持
AXGN
AXOGEN INC
+$6.6M
2,955,943
-2%
清仓
RLAY
RELAY THERAPEUTICS INC
-$6.4M
0
-100%
清仓
SMMT
SUMMIT THERAPEUTICS INC
-$6.2M
0
-100%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$6.1M
12,484,876
+5%
建仓
MYO
MYOMO INC
+$5.8M
900,000
清仓
—
APPLIED THERAPEUTICS INC
-$5.8M
0
-100%
清仓
ARVN
ARVINAS INC
-$5.6M
0
-100%
清仓
ALEC
ALECTOR INC
-$5.6M
0
-100%
建仓
ANAB
ANAPTYSBIO INC
+$5.5M
414,000
清仓
—
ENGENE HOLDINGS INC
-$5.3M
0
-100%
清仓
TMCI
TREACE MED CONCEPTS INC
-$5.2M
0
-100%
增持
PCVX
VAXCYTE INC
+$5.0M
99,050
+266%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$4.9M
183,300
清仓
SLN
SILENCE THERAPEUTICS PLC
-$4.7M
0
-100%
减持
ANIP
ANI PHARMACEUTICALS INC
-$4.7M
205,294
-24%
增持
—
PHARVARIS N V
+$4.5M
814,652
+36%
建仓
VCEL
VERICEL CORP
+$4.4M
80,696
清仓
—
BIOATLA INC
-$4.4M
0
-100%
减持
ELVN
ENLIVEN THERAPEUTICS INC
-$4.4M
75,405
-69%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$4.3M
85,000
清仓
DYN
DYNE THERAPEUTICS INC
-$4.2M
0
-100%
清仓
PODD
INSULET CORP
-$3.9M
0
-100%
增持
RIGL
RIGEL PHARMACEUTICALS INC
+$3.9M
1,130,679
+21%
清仓
—
INARI MED INC
-$3.9M
0
-100%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$3.8M
120,500
-61%
减持
PRAX
PRAXIS PRECISION MEDICINES I
+$3.8M
243,540
-6%
清仓
NTRA
NATERA INC
-$3.8M
0
-100%
减持
CGON
CG ONCOLOGY INC
-$3.4M
328,585
-4%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$3.4M
271,659
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$3.4M
10,900
建仓
REPL
REPLIMUNE GROUP INC
+$3.2M
262,500
建仓
APGE
APOGEE THERAPEUTICS INC
+$3.2M
70,000
清仓
ABBV
ABBVIE INC
-$3.1M
0
-100%
减持
VSTM
VERASTEM INC
+$2.8M
2,184,026
-23%
清仓
TNGX
TANGO THERAPEUTICS INC
-$2.6M
0
-100%
减持
—
Y-MABS THERAPEUTICS INC
-$2.5M
349,982
-13%
增持
OFIX
ORTHOFIX MED INC
+$2.5M
686,374
+13%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.1M
109,394
+7%
清仓
CRVO
CERVOMED INC
-$1.8M
0
-100%
清仓
VCYT
VERACYTE INC
-$1.8M
0
-100%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$1.8M
0
-100%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$1.7M
76,800
+29%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.6M
2,300
增持
—
ARCELLX INC
+$1.5M
121,031
+30%
建仓
TECX
TECTONIC THERAPEUTIC INC
+$1.5M
31,841
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$1.3M
45,500
-52%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$1.2M
0
-100%
减持
GSK
GSK PLC
-$1.2M
10,110
-73%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$726.6K
786,953
-7%
增持
NUVL
NUVALENT INC
+$562.3K
104,357
+40%
建仓
WGS
GENEDX HOLDINGS CORP
+$307.4K
4,000
减持
—
MDXHEALTH SA
-$279.9K
851,688
-23%
清仓
IMVT
IMMUNOVANT INC
-$275.9K
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$255.9K
2,027