小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 115 项
建仓 32
增持 23
减持 35
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
XBI
SPDR SERIES TRUST
+$238.4M
2,900,000
+152%
增持
CELC
CELCUITY INC
+$122.1M
1,808,258
+53%
建仓
DXCM
DEXCOM INC
+$86.1M
1,297,094
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。
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$83.9M
0
-100%
增持
GMED
GLOBUS MED INC
+$67.4M
887,000
+404%
减持
PRAX
PRAXIS PRECISION MEDICINES I
+$61.4M
362,966
-58%
减持
—
TERNS PHARMACEUTICALS INC
-$52.4M
212,710
-97%
减持
KRYS
KRYSTAL BIOTECH INC
+$52.2M
941,059
-8%
减持
TGTX
TG THERAPEUTICS INC
-$45.3M
3,139,312
-18%
建仓
PODD
INSULET CORP
+$42.6M
150,000
减持
—
CIDARA THERAPEUTICS INC
-$38.7M
38,811
-92%
增持
—
AMICUS THERAPEUTICS INC
+$37.2M
5,207,284
+11%
建仓
—
ALKERMES PLC
+$37.0M
1,322,364
建仓
—
LIVANOVA PLC
+$34.9M
567,500
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$34.4M
573,614
+286%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$33.6M
60,000
-60%
减持
—
INDIVIOR PLC
-$31.8M
100,000
-93%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$31.1M
500
-99%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$30.2M
1,320,000
+48%
建仓
IMVT
IMMUNOVANT INC
+$28.2M
1,110,000
建仓
PCVX
VAXCYTE INC
+$28.1M
608,958
减持
INSP
INSPIRE MED SYS INC
-$26.4M
299,399
-59%
清仓
GRFS
GRIFOLS S A
-$24.9M
0
-100%
减持
ARGX
ARGENX SE
-$24.5M
31,726
-54%
建仓
TFX
TELEFLEX INCORPORATED
+$23.2M
190,000
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$22.6M
910,000
增持
GSK
GSK PLC
+$21.8M
639,000
+190%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$20.9M
70,000
+359%
清仓
IART
INTEGRA LIFESCIENCES HLDGS C
-$20.6M
0
-100%
建仓
IVVD
INVIVYD INC
+$19.0M
7,708,727
建仓
CAPR
CAPRICOR THERAPEUTICS INC
+$18.7M
646,390
增持
—
KINIKSA PHARMACEUTICALS INTL
+$18.4M
587,000
+291%
建仓
THC
TENET HEALTHCARE CORP
+$18.4M
92,500
建仓
RCUS
ARCUS BIOSCIENCES INC
+$17.0M
711,983
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$16.3M
2,247,110
+12%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$15.8M
1,025,000
减持
—
NOVOCURE LTD
-$14.3M
8,530,665
-12%
减持
VCYT
VERACYTE INC
-$14.1M
10,000
-98%
减持
STAA
STAAR SURGICAL CO
-$12.9M
25,000
-95%
减持
ANAB
ANAPTYSBIO INC
-$12.6M
135,000
-78%
增持
IKT
INHIBIKASE THERAPEUTICS INC
+$12.0M
10,875,000
+72%
增持
—
RAPT THERAPEUTICS INC
+$12.0M
764,000
+42%
增持
VCEL
VERICEL CORP
+$11.8M
764,000
+53%
清仓
—
UNIQURE NV
-$11.7M
0
-100%
减持
NPCE
NEUROPACE INC
+$11.2M
2,703,208
-9%
增持
TRVI
TREVI THERAPEUTICS INC
+$11.0M
900,000
+3500%
清仓
ADMA
ADMA BIOLOGICS INC
-$10.8M
0
-100%
增持
SEPN
SEPTERNA INC
+$10.3M
383,368
+1999%
减持
—
UROGEN PHARMA LTD
-$10.0M
150,000
-78%
减持
BLTE
BELITE BIO INC
-$9.1M
40,354
-81%
减持
QDEL
QUIDELORTHO CORP
-$8.9M
75,000
-80%
减持
AXGN
AXOGEN INC
+$8.7M
1,206,855
-30%
减持
CCCC
C4 THERAPEUTICS INC
-$8.4M
3,803,942
-46%
清仓
VSTM
VERASTEM INC
-$8.3M
0
-100%
建仓
CERS
CERUS CORP
+$8.2M
4,000,000
增持
MBX
MBX BIOSCIENCES INC
+$8.1M
408,900
+49%
增持
INSM
INSMED INC
+$8.1M
48,500
+1802%
建仓
AVTX
AVALO THERAPEUTICS INC
+$8.0M
441,978
清仓
NUVL
NUVALENT INC
-$7.6M
0
-100%
增持
ANIP
ANI PHARMACEUTICALS INC
+$7.2M
486,243
+43%
增持
GERN
GERON CORP
+$7.1M
23,290,000
+35%
增持
KIDS
ORTHOPEDIATRICS CORP
+$7.0M
525,447
+311%
减持
TWST
TWIST BIOSCIENCE CORP
+$6.5M
1,861,802
-0%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$6.3M
90,000
减持
—
ARCELLX INC
-$6.3M
30,000
-70%
减持
LBRX
LB PHARMACEUTICALS INC
-$6.1M
10,000
-98%
建仓
ABVX
ABIVAX SA
+$6.1M
45,000
建仓
ORKA
ORUKA THERAPEUTICS INC
+$5.8M
190,000
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$5.7M
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$5.6M
175,982
+28%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$5.3M
400,000
建仓
NEO
NEOGENOMICS INC
+$5.0M
427,504
减持
CGON
CG ONCOLOGY INC
-$4.6M
170,000
-41%
建仓
NTRA
NATERA INC
+$4.6M
20,000
建仓
LUNG
PULMONX CORP
+$4.5M
2,038,323
清仓
ETON
ETON PHARMACEUTICALS INC
-$4.3M
0
-100%
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$4.3M
69,874
-89%
建仓
COGT
COGENT BIOSCIENCES INC
+$4.3M
120,000
清仓
CBLL
CERIBELL INC
-$4.1M
0
-100%
清仓
HROW
HARROW INC
-$4.1M
0
-100%
减持
RIGL
RIGEL PHARMACEUTICALS INC
+$3.5M
300,034
-9%
清仓
—
AKERO THERAPEUTICS INC
-$3.4M
0
-100%
增持
—
PHARVARIS N V
+$3.3M
702,052
+9%
建仓
TYRA
TYRA BIOSCIENCES INC
+$3.3M
125,000
建仓
KPTI
KARYOPHARM THERAPEUTICS INC
+$3.2M
440,000
减持
JSPR
JASPER THERAPEUTICS INC
-$3.2M
200,000
-87%
减持
GUTS
FRACTYL HEALTH INC
-$3.1M
400,000
-84%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$2.7M
0
-100%
建仓
ZYME
ZYMEWORKS INC
+$2.6M
100,000
建仓
VKTX
VIKING THERAPEUTICS INC
+$2.5M
70,000
减持
TNGX
TANGO THERAPEUTICS INC
-$2.4M
10,000
-97%
清仓
—
CRESCENT BIOPHARMA INC.
-$2.4M
0
-100%
清仓
RAPP
RAPPORT THERAPEUTICS INC
-$2.4M
0
-100%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$2.1M
0
-100%
建仓
INBX
INHIBRX BIOSCIENCES INC
+$2.0M
25,000
清仓
VTGN
VISTAGEN THERAPEUTICS INC
-$2.0M
0
-100%
减持
EOLS
EVOLUS INC
-$1.8M
1,070,000
-26%
建仓
BCAX
BICARA THERAPEUTICS INC
+$1.7M
100,000
清仓
MNKD
MANNKIND CORP
-$1.6M
0
-100%
减持
NSPR
INSPIREMD INC
-$1.5M
1,150,000
-22%
清仓
—
IMMUNIC INC
-$1.4M
0
-100%
增持
KOD
KODIAK SCIENCES INC
+$1.4M
60,000
+205%
清仓
—
ADVERUM BIOTECHNOLOGIES INC
-$1.3M
0
-100%
清仓
LQDA
LIQUIDIA CORPORATION
-$1.1M
0
-100%
减持
SION
SIONNA THERAPEUTICS INC
-$1.1M
268,500
-35%
建仓
GRAL
GRAIL INC
+$941.5K
11,000
清仓
—
ESSA PHARMA INC
-$833.1K
0
-100%
减持
NRIX
NURIX THERAPEUTICS INC
+$744.9K
1,219,394
-50%
清仓
MYO
MYOMO INC
-$628.2K
0
-100%
清仓
MREO
MEREO BIOPHARMA GROUP PLC
-$617.4K
0
-100%
减持
ORGO
ORGANOGENESIS HLDGS INC
+$531.5K
9,985,951
-18%
清仓
TECX
TECTONIC THERAPEUTIC INC
-$392.3K
0
-100%
建仓
QNRX
QUOIN PHARMACEUTICALS LTD
+$360.8K
25,000
减持
BBNX
BETA BIONICS INC
+$328.2K
2,534,565
-35%
建仓
DYN
DYNE THERAPEUTICS INC
+$195.6K
10,000