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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 81 项
建仓 27
增持 19
减持 28
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
XBI
SPDR SERIES TRUST
-$51.3M
750,000
-46%
增持
KRYS
KRYSTAL BIOTECH INC
+$47.2M
922,958
+109%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$34.8M
106,750
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
TGTX
TG THERAPEUTICS INC
-$31.5M
2,243,935
-21%
建仓
—
UROGEN PHARMA LTD
+$29.9M
2,185,000
建仓
ELV
ELEVANCE HEALTH INC
+$27.2M
70,000
建仓
UNH
UNITEDHEALTH GROUP INC
+$26.9M
86,250
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$26.7M
902,304
-16%
增持
—
NOVOCURE LTD
+$24.5M
6,904,302
+25%
建仓
—
CIDARA THERAPEUTICS INC
+$22.5M
462,811
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$20.3M
3,261,707
-58%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$19.9M
8,000
-88%
建仓
HUM
HUMANA INC
+$19.5M
79,600
建仓
VCYT
VERACYTE INC
+$19.3M
715,439
增持
GERN
GERON CORP
+$18.9M
16,140,000
+573%
清仓
—
HOLOGIC INC
-$18.7M
0
-100%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$15.2M
298,696
增持
CELC
CELCUITY INC
+$14.2M
3,011,818
+17%
减持
—
MERUS N V
-$14.1M
40,000
-90%
增持
BBNX
BETA BIONICS INC
+$14.1M
3,820,158
+13%
减持
INSM
INSMED INC
-$13.6M
72,772
-73%
建仓
TWST
TWIST BIOSCIENCE CORP
+$13.0M
354,401
清仓
SNY
SANOFI
-$12.5M
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$12.4M
209,794
+35%
减持
ANIP
ANI PHARMACEUTICALS INC
-$11.7M
50,743
-77%
增持
AXGN
AXOGEN INC
-$10.9M
1,459,395
+1%
减持
—
SOLENO THERAPEUTICS INC
-$9.9M
10,000
-93%
建仓
ENOV
ENOVIS CORPORATION
+$9.9M
315,000
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$9.1M
211,900
减持
ORGO
ORGANOGENESIS HLDGS INC
-$8.7M
12,343,351
-1%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$8.2M
0
-100%
减持
RIGL
RIGEL PHARMACEUTICALS INC
-$8.0M
658,145
-42%
建仓
JBIO
JADE BIOSCIENCES INC
+$8.0M
796,744
增持
INSP
INSPIRE MED SYS INC
+$7.9M
109,000
+179%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$6.9M
0
-100%
减持
OFIX
ORTHOFIX MED INC
-$6.9M
261,147
-57%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
-$6.5M
1,387,818
+29%
增持
EOLS
EVOLUS INC
+$6.5M
2,119,000
+96%
增持
ARGX
ARGENX SE
+$6.5M
42,876
+48%
建仓
—
CRESCENT BIOPHARMA INC.
+$6.5M
400,000
减持
NPCE
NEUROPACE INC
-$6.3M
2,312,957
-11%
增持
—
ASCENDIS PHARMA A/S
+$5.9M
85,000
+51%
减持
TNDM
TANDEM DIABETES CARE INC
-$5.8M
200,000
-60%
减持
NUVL
NUVALENT INC
-$5.7M
125,000
-42%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$5.3M
250,000
增持
ANAB
ANAPTYSBIO INC
+$5.2M
321,040
+215%
建仓
QDEL
QUIDELORTHO CORP
+$5.0M
174,000
增持
STAA
STAAR SURGICAL CO
+$4.9M
2,984,733
+16%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$4.7M
125,000
-56%
清仓
—
LIVANOVA PLC
-$4.6M
0
-100%
建仓
ETON
ETON PHARMACEUTICALS INC
+$4.1M
285,000
增持
SION
SIONNA THERAPEUTICS INC
+$4.0M
376,000
+57%
建仓
TRVI
TREVI THERAPEUTICS INC
+$3.8M
700,000
建仓
TNGX
TANGO THERAPEUTICS INC
+$3.7M
730,000
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$3.7M
0
-100%
建仓
WGS
GENEDX HOLDINGS CORP
+$3.7M
40,000
减持
SEPN
SEPTERNA INC
-$3.6M
75,456
-90%
减持
CGON
CG ONCOLOGY INC
-$3.4M
155,000
-49%
减持
—
KINIKSA PHARMACEUTICALS INTL
-$3.4M
254,689
-46%
建仓
—
MURAL ONCOLOGY PUB LTD CO
+$3.3M
1,323,877
建仓
ADMA
ADMA BIOLOGICS INC
+$3.2M
175,000
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$3.0M
1,304,300
减持
RVMD
REVOLUTION MEDICINES INC
-$2.6M
10,000
-88%
减持
DCTH
DELCATH SYS INC
-$2.6M
25,000
-89%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$2.5M
966,740
-15%
建仓
XENE
XENON PHARMACEUTICALS INC
+$2.5M
78,800
建仓
VCEL
VERICEL CORP
+$2.2M
50,953
减持
—
ARCELLX INC
-$1.9M
123,031
-20%
建仓
SKIN
THE BEAUTY HEALTH COMPANY
+$1.9M
1,000,000
减持
AXSM
AXSOME THERAPEUTICS INC
-$1.8M
2,000
-88%
增持
NSPR
INSPIREMD INC
+$1.7M
1,886,207
+100%
减持
GRFS
GRIFOLS S A
+$1.6M
5,756,805
-19%
建仓
CBLL
CERIBELL INC
+$936.5K
50,000
减持
—
AKERO THERAPEUTICS INC
-$894.2K
72,000
-38%
增持
DNLI
DENALI THERAPEUTICS INC
+$712.4K
182,110
+35%
建仓
BCYC
BICYCLE THERAPEUTICS PLC
+$695.0K
100,000
清仓
APGE
APOGEE THERAPEUTICS INC
-$597.8K
0
-100%
增持
EWTX
EDGEWISE THERAPEUTICS INC
-$587.8K
76,493
+6%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$195.6K
1,092,110
+34%
减持
—
PHARVARIS N V
+$110.2K
732,968
-10%
减持
MREO
MEREO BIOPHARMA GROUP PLC
+$79.6K
599,711
-13%