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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 111 项
建仓 25
增持 29
减持 30
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SERIES TRUST
-$353.6M
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$81.8M
187,187
+212%
减持
DXCM
DEXCOM INC
-$77.3M
140,000
-89%
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。
增持
PODD
INSULET CORP
+$75.4M
562,500
+275%
清仓
—
AMICUS THERAPEUTICS INC
-$74.2M
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$65.9M
1,153,087
+23%
增持
VCEL
VERICEL CORP
+$54.5M
2,549,079
+234%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$41.7M
650,572
-51%
增持
TGTX
TG THERAPEUTICS INC
+$40.3M
4,029,319
+28%
建仓
INDV
INDIVIOR PHARMACEUTICALS INC
+$38.8M
1,274,000
建仓
PGNY
PROGYNY INC
+$35.1M
2,067,000
减持
CELC
CELCUITY INC
-$33.8M
1,284,378
-29%
增持
BBNX
BETA BIONICS INC
-$33.6M
4,354,501
+72%
增持
—
ALKERMES PLC
+$32.7M
1,970,864
+49%
清仓
GSK
GSK PLC
-$31.3M
0
-100%
增持
GERN
GERON CORP
+$31.1M
41,508,659
+78%
增持
ORGO
ORGANOGENESIS HLDGS INC
-$27.8M
10,085,951
+1%
清仓
—
RAPT THERAPEUTICS INC
-$25.9M
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$25.0M
0
-100%
增持
ANIP
ANI PHARMACEUTICALS INC
+$24.7M
820,243
+69%
建仓
MRK
MERCK & CO INC
+$24.4M
203,000
减持
ARGX
ARGENX SE
-$24.1M
3,500
-89%
清仓
TFX
TELEFLEX INCORPORATED
-$23.2M
0
-100%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$23.1M
1,449,915
+59%
减持
IMVT
IMMUNOVANT INC
-$22.5M
230,000
-79%
建仓
—
ICON PLC
+$21.2M
192,000
增持
NTRA
NATERA INC
+$19.2M
119,000
+495%
清仓
CAPR
CAPRICOR THERAPEUTICS INC
-$18.7M
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$18.4M
0
-100%
建仓
CNTX
CONTEXT THERAPEUTICS INC
+$18.2M
6,963,141
建仓
VIR
VIR BIOTECHNOLOGY INC
+$17.9M
2,002,000
减持
AXGN
AXOGEN INC
-$17.0M
679,170
-44%
建仓
XENE
XENON PHARMACEUTICALS INC
+$17.0M
292,000
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$16.2M
546,000
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$15.7M
131,650
+88%
建仓
TNDM
TANDEM DIABETES CARE INC
+$15.0M
783,000
减持
GMED
GLOBUS MED INC
-$14.6M
729,467
-18%
减持
RIGL
RIGEL PHARMACEUTICALS INC
-$12.6M
10,000
-97%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$11.5M
285,531
增持
CERS
CERUS CORP
+$11.3M
10,753,700
+169%
增持
VCYT
VERACYTE INC
+$9.9M
319,912
+3099%
增持
—
UROGEN PHARMA LTD
+$9.6M
727,000
+385%
增持
TNGX
TANGO THERAPEUTICS INC
+$9.3M
450,000
+4400%
建仓
—
SOPHIA GENETICS SA
+$9.2M
1,850,000
清仓
—
TERNS PHARMACEUTICALS INC
-$8.6M
0
-100%
减持
NRIX
NURIX THERAPEUTICS INC
-$8.6M
938,163
-23%
清仓
—
CIDARA THERAPEUTICS INC
-$8.6M
0
-100%
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$8.3M
400,306
-30%
增持
TRVI
TREVI THERAPEUTICS INC
+$8.1M
1,620,000
+80%
清仓
ERAS
ERASCA INC
-$8.0M
0
-100%
减持
MBX
MBX BIOSCIENCES INC
-$7.6M
178,897
-56%
减持
RCUS
ARCUS BIOSCIENCES INC
-$7.2M
451,983
-37%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$6.9M
1,726,908
-23%
增持
INBX
INHIBRX BIOSCIENCES INC
+$6.8M
131,000
+424%
减持
INSM
INSMED INC
-$6.8M
10,250
-79%
减持
ELVN
ENLIVEN THERAPEUTICS INC
-$6.7M
230,869
-77%
清仓
BLTE
BELITE BIO INC
-$6.5M
0
-100%
减持
ANAB
ANAPTYSBIO INC
-$6.2M
6,000
-96%
清仓
ABVX
ABIVAX SA
-$6.1M
0
-100%
建仓
BDSX
BIODESIX INC
+$6.0M
416,599
建仓
RLMD
RELMADA THERAPEUTICS INC
+$5.9M
842,106
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$5.8M
410,200
减持
CGON
CG ONCOLOGY INC
-$5.7M
20,000
-88%
减持
PCVX
VAXCYTE INC
-$5.7M
385,472
-37%
减持
ORKA
ORUKA THERAPEUTICS INC
-$5.5M
5,000
-97%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$5.3M
0
-100%
建仓
—
IMMUNIC INC
+$5.0M
4,500,000
建仓
LRMR
LARIMAR THERAPEUTICS INC
+$4.8M
1,066,960
清仓
CALC
CALCIMEDICA INC
-$4.5M
0
-100%
建仓
ETON
ETON PHARMACEUTICALS INC
+$4.1M
166,381
减持
SEPN
SEPTERNA INC
-$4.1M
275,000
-28%
增持
—
NOVOCURE LTD
+$4.1M
10,492,391
+23%
建仓
SABS
SAB BIOTHERAPEUTICS INC
+$4.0M
1,050,000
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$4.0M
160,000
减持
COGT
COGENT BIOSCIENCES INC
-$3.9M
10,000
-92%
建仓
TECX
TECTONIC THERAPEUTIC INC
+$3.8M
121,684
减持
NEO
NEOGENOMICS INC
-$3.7M
175,000
-59%
清仓
—
INDIVIOR PLC
-$3.6M
0
-100%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$3.5M
1,000,000
增持
NPCE
NEUROPACE INC
-$3.2M
2,932,207
+8%
减持
TYRA
TYRA BIOSCIENCES INC
-$2.9M
10,000
-92%
清仓
VKTX
VIKING THERAPEUTICS INC
-$2.5M
0
-100%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$2.4M
80,000
-11%
减持
ZYME
ZYMEWORKS INC
-$2.4M
10,000
-90%
建仓
MSLE
SATELLOS BIOSCIENCE INC
+$2.3M
414,359
清仓
QDEL
QUIDELORTHO CORP
-$2.1M
0
-100%
增持
EOLS
EVOLUS INC
+$2.1M
2,245,360
+110%
增持
INSP
INSPIRE MED SYS INC
+$2.1M
576,299
+92%
增持
—
LIVANOVA PLC
+$2.1M
582,500
+3%
清仓
—
ARCELLX INC
-$2.0M
0
-100%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.8M
28,479
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$1.7M
0
-100%
清仓
BCAX
BICARA THERAPEUTICS INC
-$1.7M
0
-100%
清仓
KOD
KODIAK SCIENCES INC
-$1.7M
0
-100%
建仓
CTMX
CYTOMX THERAPEUTICS INC.
+$1.4M
300,000
清仓
GRAL
GRAIL INC
-$941.5K
0
-100%
增持
LUNG
PULMONX CORP
-$907.8K
2,788,323
+37%
减持
—
KINIKSA PHARMACEUTICALS INTL
+$889.4K
521,353
-11%
清仓
GUTS
FRACTYL HEALTH INC
-$880.0K
0
-100%
减持
TWST
TWIST BIOSCIENCE CORP
-$766.9K
1,226,629
-34%
增持
SION
SIONNA THERAPEUTICS INC
+$720.3K
293,500
+9%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$491.3K
330,517
-9%
增持
KIDS
ORTHOPEDIATRICS CORP
+$435.2K
615,447
+17%
减持
NSPR
INSPIREMD INC
-$342.5K
1,045,708
-9%
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$312.9K
10,000
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$291.2K
0
-100%
减持
STAA
STAAR SURGICAL CO
-$203.3K
20,000
-20%
清仓
DYN
DYNE THERAPEUTICS INC
-$195.6K
0
-100%
增持
JSPR
JASPER THERAPEUTICS INC
-$123.9K
276,312
+38%
增持
QNRX
QUOIN PHARMACEUTICALS LTD
+$119.3K
72,730
+191%
清仓
DCTH
DELCATH SYS INC
-$101.0K
0
-100%