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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 83 项
建仓 17
增持 22
减持 21
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
XBI
SPDR SER TR
-$156.6M
1,400,000
-53%
建仓
STAA
STAAR SURGICAL CO
+$45.2M
2,562,893
建仓
BBNX
BETA BIONICS INC
+$41.6M
3,395,341
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
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$39.2M
450,500
-78%
增持
TGTX
TG THERAPEUTICS INC
+$31.5M
2,846,703
+6%
清仓
—
ASTRAZENECA PLC
-$26.8M
0
-100%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$24.4M
1,139,740
+368%
清仓
QDEL
QUIDELORTHO CORP
-$24.4M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$23.5M
441,758
+23%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$22.9M
816,610
-67%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$22.6M
7,785,000
+19%
增持
—
TERNS PHARMACEUTICALS INC
-$22.6M
8,167,100
+0%
减持
AXGN
AXOGEN INC
-$22.0M
1,446,117
-51%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$19.0M
67,500
+519%
建仓
—
HOLOGIC INC
+$18.7M
302,000
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$18.1M
0
-100%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$17.8M
10,000
-100%
建仓
ARGX
ARGENX SE
+$17.1M
28,940
增持
—
NOVOCURE LTD
+$16.7M
5,521,414
+102%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$15.6M
0
-100%
减持
ORGO
ORGANOGENESIS HLDGS INC
+$14.0M
12,478,351
-0%
建仓
SNY
SANOFI
+$12.5M
226,218
增持
SEPN
SEPTERNA INC
-$11.1M
751,353
+11%
减持
—
ASCENDIS PHARMA A/S
-$11.0M
56,300
-61%
增持
NRIX
NURIX THERAPEUTICS INC
-$10.8M
2,422,833
+15%
建仓
—
SOLENO THERAPEUTICS INC
+$10.7M
150,000
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$10.5M
1,079,304
+8%
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$10.4M
469,500
建仓
TNDM
TANDEM DIABETES CARE INC
+$9.5M
496,039
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$9.3M
155,394
+42%
清仓
LLY
ELI LILLY & CO
-$9.0M
0
-100%
增持
—
SURMODICS INC
+$8.5M
789,060
+100%
清仓
PCVX
VAXCYTE INC
-$8.1M
0
-100%
增持
CELC
CELCUITY INC
-$7.6M
2,574,122
+0%
增持
NUVL
NUVALENT INC
+$7.0M
214,357
+105%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$6.7M
0
-100%
减持
DCTH
DELCATH SYS INC
-$6.7M
232,722
-71%
建仓
INSP
INSPIRE MED SYS INC
+$6.2M
39,000
减持
RVMD
REVOLUTION MEDICINES INC
-$5.8M
84,784
-58%
减持
VSTM
VERASTEM INC
-$5.6M
935,909
-57%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$5.4M
1,072,204
-16%
增持
EOLS
EVOLUS INC
+$5.3M
1,079,158
+55%
增持
NPCE
NEUROPACE INC
+$4.8M
2,608,168
+7%
建仓
—
AKERO THERAPEUTICS INC
+$4.7M
117,000
建仓
—
LIVANOVA PLC
+$4.6M
117,040
清仓
VCEL
VERICEL CORP
-$4.4M
0
-100%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$4.3M
0
-100%
建仓
GERN
GERON CORP
+$3.8M
2,400,000
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$3.7M
58,000
增持
ANIP
ANI PHARMACEUTICALS INC
+$3.7M
224,684
+9%
减持
ANAB
ANAPTYSBIO INC
-$3.6M
102,052
-75%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$3.4M
0
-100%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$3.3M
72,300
-61%
清仓
REPL
REPLIMUNE GROUP INC
-$3.2M
0
-100%
增持
—
MERUS N V
+$3.1M
385,821
+24%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$2.7M
0
-100%
减持
APGE
APOGEE THERAPEUTICS INC
-$2.6M
16,000
-77%
建仓
SION
SIONNA THERAPEUTICS INC
+$2.5M
240,000
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$2.4M
169,000
-39%
减持
MYO
MYOMO INC
-$2.4M
704,275
-22%
清仓
BLCO
BAUSCH PLUS LOMB CORP
-$2.2M
0
-100%
减持
OFIX
ORTHOFIX MED INC
-$2.2M
601,925
-12%
清仓
—
MDXHEALTH SA
-$2.0M
0
-100%
减持
CGON
CG ONCOLOGY INC
-$2.0M
303,585
-8%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$2.0M
17,000
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$1.9M
285,000
+70%
建仓
DNLI
DENALI THERAPEUTICS INC
+$1.8M
135,000
清仓
ELVN
ENLIVEN THERAPEUTICS INC
-$1.7M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.6M
0
-100%
增持
GRFS
GRIFOLS S A
+$1.3M
7,089,822
+7%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$1.2M
686,953
-13%
减持
INSM
INSMED INC
-$1.2M
274,272
-14%
建仓
KIDS
ORTHOPEDIATRICS CORP
+$1.1M
45,000
减持
NSPR
INSPIREMD INC
-$1.1M
945,376
-31%
清仓
WHWK
AADI BIOSCIENCE INC
-$1.1M
0
-100%
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$872.2K
0
-100%
增持
—
ARCELLX INC
+$757.0K
153,031
+26%
清仓
GSK
GSK PLC
-$341.9K
0
-100%
清仓
WGS
GENEDX HOLDINGS CORP
-$307.4K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$255.9K
0
-100%
清仓
ONC
BEIGENE LTD
-$212.4K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$202.9K
0
-100%
增持
TECX
TECTONIC THERAPEUTIC INC
-$109.2K
76,841
+141%