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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 104 项
建仓 18
增持 27
减持 34
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
TGTX
TG THERAPEUTICS INC
+$58.1M
3,844,731
+71%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$56.7M
259,650
+271%
增持
XBI
SPDR SERIES TRUST
+$53.0M
1,150,000
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。
+53%
增持
KRYS
KRYSTAL BIOTECH INC
+$53.0M
1,018,831
+10%
增持
INSP
INSPIRE MED SYS INC
+$39.9M
728,188
+568%
增持
TWST
TWIST BIOSCIENCE CORP
+$39.5M
1,866,234
+427%
建仓
—
AMICUS THERAPEUTICS INC
+$37.0M
4,690,000
减持
STAA
STAAR SURGICAL CO
-$36.6M
500,000
-83%
建仓
—
INDIVIOR PLC
+$35.3M
1,466,000
减持
—
TERNS PHARMACEUTICALS INC
+$30.6M
8,127,100
-0%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$28.9M
68,336
+754%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$27.9M
15,250
-86%
增持
ANIP
ANI PHARMACEUTICALS INC
+$27.9M
340,243
+571%
增持
ARGX
ARGENX SE
+$27.6M
69,426
+62%
减持
GRFS
GRIFOLS S A
-$27.1M
2,500,000
-57%
清仓
UNH
UNITEDHEALTH GROUP INC
-$26.9M
0
-100%
增持
—
CIDARA THERAPEUTICS INC
+$24.7M
493,811
+7%
清仓
—
SURMODICS INC
-$23.4M
0
-100%
增持
BBNX
BETA BIONICS INC
+$21.3M
3,870,158
+1%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$20.7M
2,012,110
+84%
清仓
HUM
HUMANA INC
-$19.5M
0
-100%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$19.4M
138,000
减持
CELC
CELCUITY INC
+$18.0M
1,178,860
-61%
减持
—
UROGEN PHARMA LTD
-$16.4M
679,000
-69%
建仓
BLTE
BELITE BIO INC
+$15.5M
210,000
增持
AXGN
AXOGEN INC
+$15.0M
1,726,553
+18%
清仓
—
ASCENDIS PHARMA A/S
-$14.7M
0
-100%
建仓
—
RAPT THERAPEUTICS INC
+$13.9M
537,903
增持
VCEL
VERICEL CORP
+$13.5M
497,953
+877%
增持
ANAB
ANAPTYSBIO INC
+$12.0M
626,040
+95%
建仓
—
UNIQURE NV
+$11.7M
200,000
清仓
—
THERATECHNOLOGIES INC
-$11.3M
0
-100%
减持
EOLS
EVOLUS INC
-$10.6M
1,450,000
-32%
建仓
GMED
GLOBUS MED INC
+$10.1M
176,000
清仓
ENOV
ENOVIS CORPORATION
-$9.9M
0
-100%
建仓
GSK
GSK PLC
+$9.5M
220,000
增持
CGON
CG ONCOLOGY INC
+$7.7M
290,000
+87%
增持
ADMA
ADMA BIOLOGICS INC
+$7.6M
738,000
+322%
减持
INSM
INSMED INC
-$7.0M
2,550
-96%
建仓
LBRX
LB PHARMACEUTICALS INC
+$6.3M
400,000
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$6.1M
619,874
增持
QDEL
QUIDELORTHO CORP
+$6.0M
375,000
+116%
减持
ORGO
ORGANOGENESIS HLDGS INC
+$6.0M
12,131,699
-2%
增持
CCCC
C4 THERAPEUTICS INC
+$5.7M
7,053,942
+1%
增持
SION
SIONNA THERAPEUTICS INC
+$5.6M
413,500
+10%
减持
PRAX
PRAXIS PRECISION MEDICINES I
+$4.9M
859,166
-11%
减持
VCYT
VERACYTE INC
-$4.8M
422,055
-41%
建仓
MBX
MBX BIOSCIENCES INC
+$4.8M
275,000
增持
NPCE
NEUROPACE INC
+$4.7M
2,957,957
+28%
清仓
SRRK
SCHOLAR ROCK HLDG CORP
-$4.4M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$4.3M
148,696
-50%
建仓
HROW
HARROW INC
+$4.1M
85,498
减持
—
CRESCENT BIOPHARMA INC.
-$4.1M
200,000
-50%
建仓
GUTS
FRACTYL HEALTH INC
+$4.0M
2,500,000
清仓
TNDM
TANDEM DIABETES CARE INC
-$3.7M
0
-100%
减持
—
IMMUNIC INC
-$3.7M
1,580,007
-78%
清仓
WGS
GENEDX HOLDINGS CORP
-$3.7M
0
-100%
增持
IART
INTEGRA LIFESCIENCES HLDGS C
+$3.6M
1,440,818
+4%
减持
TRVI
TREVI THERAPEUTICS INC
-$3.6M
25,000
-96%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$3.5M
976,707
-70%
减持
—
ESTABLISHMENT LABS HLDGS INC
-$3.3M
139,512
-34%
清仓
—
MURAL ONCOLOGY PUB LTD CO
-$3.3M
0
-100%
减持
—
PHARVARIS N V
+$3.2M
647,052
-12%
增持
CBLL
CERIBELL INC
+$3.2M
360,000
+620%
增持
—
ESSA PHARMA INC
-$3.0M
4,362,026
+93%
减持
RIGL
RIGEL PHARMACEUTICALS INC
-$3.0M
330,010
-50%
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$3.0M
0
-100%
清仓
OFIX
ORTHOFIX MED INC
-$2.9M
0
-100%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.6M
150,000
-29%
清仓
DNLI
DENALI THERAPEUTICS INC
-$2.5M
0
-100%
减持
IDYA
IDEAYA BIOSCIENCES INC
-$2.5M
100,000
-60%
清仓
XENE
XENON PHARMACEUTICALS INC
-$2.5M
0
-100%
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$2.4M
80,000
清仓
—
MERUS N V
-$2.1M
0
-100%
建仓
VTGN
VISTAGEN THERAPEUTICS INC
+$2.0M
550,000
减持
NUVL
NUVALENT INC
-$1.9M
88,000
-30%
清仓
SKIN
THE BEAUTY HEALTH COMPANY
-$1.9M
0
-100%
增持
—
NOVOCURE LTD
+$1.7M
9,644,872
+40%
建仓
MNKD
MANNKIND CORP
+$1.6M
300,000
清仓
—
Y-MABS THERAPEUTICS INC
-$1.6M
0
-100%
增持
KIDS
ORTHOPEDIATRICS CORP
+$1.4M
128,000
+184%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$1.4M
890,304
-1%
减持
—
KINIKSA PHARMACEUTICALS INTL
-$1.2M
150,000
-41%
减持
TNGX
TANGO THERAPEUTICS INC
-$1.2M
300,000
-59%
建仓
LQDA
LIQUIDIA CORPORATION
+$1.1M
50,000
减持
TECX
TECTONIC THERAPEUTIC INC
-$1.1M
25,000
-67%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$1.0M
299,711
-50%
清仓
EWTX
EDGEWISE THERAPEUTICS INC
-$1.0M
0
-100%
清仓
ABVX
ABIVAX SA
-$956.3K
0
-100%
增持
GERN
GERON CORP
+$929.9K
17,290,000
+7%
减持
CALC
CALCIMEDICA INC
+$849.3K
683,904
-13%
清仓
—
SOLENO THERAPEUTICS INC
-$837.8K
0
-100%
减持
NSPR
INSPIREMD INC
-$736.7K
1,470,934
-22%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$695.0K
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$470.8K
71,000
-1%
减持
SEPN
SEPTERNA INC
-$454.1K
18,260
-76%
清仓
RVMD
REVOLUTION MEDICINES INC
-$367.9K
0
-100%
建仓
KOD
KODIAK SCIENCES INC
+$321.6K
19,644
减持
ETON
ETON PHARMACEUTICALS INC
+$284.8K
200,000
-30%
清仓
IOBTQ
IO BIOTECH INC
-$267.8K
0
-100%
减持
DCTH
DELCATH SYS INC
-$232.5K
10,000
-60%
清仓
AXSM
AXSOME THERAPEUTICS INC
-$208.8K
0
-100%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$116.5K
0
-100%
减持
—
ARCELLX INC
+$108.4K
100,000
-19%