Soleus Capital Management, L.P. Portfolio Stock Holdings
Soleus Capital Management, L.P. disclosed 93 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include KRYSTAL BIOTECH INC, CELCUITY INC, and TG THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 93
- Portfolio Value
- $2.5B
Holdings by Sector
Soleus Capital Management, L.P. Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 12.06% | 1,153,087 | +212,028 | +22.53% | $297,865,434 |
| CELCUITY INC | CELC | Healthcare | 5.94% | 1,284,378 | -523,880 | -28.97% | $146,598,905 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 5.42% | 4,029,319 | +890,007 | +28.35% | $133,853,977 |
| INSULET CORP | PODD | Healthcare | 4.78% | 562,500 | +412,500 | +275.00% | $118,035,000 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 4.50% | 187,187 | +127,187 | +211.98% | $110,998,147 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 4.31% | 330,517 | -32,449 | -8.94% | $106,489,272 |
| VERICEL CORP | VCEL | Healthcare | 3.32% | 2,549,079 | +1,785,079 | +233.65% | $82,003,871 |
| ALKERMES PLC | G01767105 | Other | 2.82% | 1,970,864 | +648,500 | +49.04% | $69,689,751 |
| ANI PHARMACEUTICALS INC | ANIP | Healthcare | 2.55% | 820,243 | +334,000 | +68.69% | $63,076,687 |
| GLOBUS MED INC | GMED | Healthcare | 2.55% | 729,467 | -157,533 | -17.76% | $62,850,877 |
| GERON CORP | GERN | Healthcare | 2.50% | 41,508,659 | +18,218,659 | +78.23% | $61,847,902 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 2.36% | 1,226,629 | -635,173 | -34.12% | $58,289,410 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 1.85% | 1,449,915 | +539,915 | +59.33% | $45,672,323 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.76% | 131,650 | +61,650 | +88.07% | $43,559,036 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 1.63% | 1,726,908 | -520,202 | -23.15% | $40,340,571 |
| NEUROPACE INC | NPCE | Healthcare | 1.56% | 2,932,207 | +228,999 | +8.47% | $38,558,522 |
| LIVANOVA PLC | LIVN | Other | 1.50% | 582,500 | +15,000 | +2.64% | $37,023,700 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 1.50% | 400,306 | -173,308 | -30.21% | $36,980,268 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 1.49% | 650,572 | -669,428 | -50.71% | $36,750,812 |
| PROGYNY INC | PGNY | Healthcare | 1.42% | 2,067,000 | +2,067,000 | +100.00% | $35,097,660 |
| INSPIRE MED SYS INC | INSP | Healthcare | 1.20% | 576,299 | +276,900 | +92.49% | $29,725,502 |
| EDAP TMS S A | EDAP | Healthcare | 1.10% | 7,309,254 | - | - | $27,190,425 |
| MERCK & CO INC | MRK | Healthcare | 0.99% | 203,000 | +203,000 | +100.00% | $24,418,870 |
| ORGANOGENESIS HLDGS INC | ORGO | Healthcare | 0.97% | 10,085,951 | +100,000 | +1.00% | $23,903,704 |
| NATERA INC | NTRA | Healthcare | 0.96% | 119,000 | +99,000 | +495.00% | $23,798,810 |
| AXOGEN INC | AXGN | Healthcare | 0.91% | 679,170 | -527,685 | -43.72% | $22,500,902 |
| VAXCYTE INC | PCVX | Healthcare | 0.91% | 385,472 | -223,486 | -36.70% | $22,399,778 |
| ICON PLC | ICLR | Other | 0.86% | 192,000 | +192,000 | +100.00% | $21,246,720 |
| PHARVARIS N V | PHVS | Other | 0.80% | 702,052 | - | - | $19,832,969 |
| CERUS CORP | CERS | Healthcare | 0.79% | 10,753,700 | +6,753,700 | +168.84% | $19,571,734 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.78% | 1,620,000 | +720,000 | +80.00% | $19,326,600 |
| INHIBIKASE THERAPEUTICS INC | IKT | Healthcare | 0.74% | 10,875,000 | - | - | $18,270,000 |
| CONTEXT THERAPEUTICS INC | CNTX | Healthcare | 0.74% | 6,963,141 | +6,963,141 | +100.00% | $18,243,429 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 0.73% | 2,002,000 | +2,002,000 | +100.00% | $17,937,920 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.69% | 292,000 | +292,000 | +100.00% | $16,979,800 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 0.66% | 546,000 | +546,000 | +100.00% | $16,221,660 |
| TANDEM DIABETES CARE INC | TNDM | Healthcare | 0.61% | 783,000 | +783,000 | +100.00% | $15,010,110 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.59% | 938,163 | -281,231 | -23.06% | $14,541,527 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.48% | 293,500 | +25,000 | +9.31% | $11,766,415 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.47% | 285,531 | +285,531 | +100.00% | $11,509,755 |
| VERACYTE INC | VCYT | Healthcare | 0.42% | 319,912 | +309,912 | +3099.12% | $10,304,366 |
| INVIVYD INC | IVVD | Healthcare | 0.41% | 7,708,727 | - | - | $10,021,345 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 0.41% | 3,803,942 | - | - | $10,004,367 |
| ORTHOPEDIATRICS CORP | KIDS | Healthcare | 0.40% | 615,447 | +90,000 | +17.13% | $9,767,144 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 0.40% | 451,983 | -260,000 | -36.52% | $9,762,833 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 0.38% | 450,000 | +440,000 | +4400.00% | $9,414,000 |
| EVOLUS INC | EOLS | Healthcare | 0.37% | 2,245,360 | +1,175,360 | +109.85% | $9,228,430 |
| SOPHIA GENETICS SA | H82027105 | Other | 0.37% | 1,850,000 | +1,850,000 | +100.00% | $9,157,500 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 0.37% | 230,869 | -794,131 | -77.48% | $9,050,065 |
| INHIBRX BIOSCIENCES INC | INBX | Healthcare | 0.36% | 131,000 | +106,000 | +424.00% | $8,807,130 |
| DEXCOM INC | DXCM | Healthcare | 0.36% | 140,000 | -1,157,094 | -89.21% | $8,792,000 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.27% | 441,978 | - | - | $6,598,732 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.24% | 842,106 | +842,106 | +100.00% | $5,861,058 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 0.24% | 410,200 | +410,200 | +100.00% | $5,828,942 |
| IMMUNOVANT INC | IMVT | Healthcare | 0.23% | 230,000 | -880,000 | -79.28% | $5,713,200 |
| IMMUNIC INC | IMUX | Healthcare | 0.20% | 4,500,000 | +4,500,000 | +100.00% | $4,995,000 |
| LARIMAR THERAPEUTICS INC | LRMR | Healthcare | 0.19% | 1,066,960 | +1,066,960 | +100.00% | $4,801,320 |
| ETON PHARMACEUTICALS INC | ETON | Healthcare | 0.17% | 166,381 | +166,381 | +100.00% | $4,106,283 |
| SAB BIOTHERAPEUTICS INC | SABS | Healthcare | 0.16% | 1,050,000 | +1,050,000 | +100.00% | $4,021,500 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 0.16% | 160,000 | +160,000 | +100.00% | $4,001,600 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.16% | 80,000 | -10,000 | -11.11% | $3,856,000 |
| TECTONIC THERAPEUTIC INC | TECX | Healthcare | 0.15% | 121,684 | +121,684 | +100.00% | $3,761,252 |
| PULMONX CORP | LUNG | Healthcare | 0.15% | 2,788,323 | +750,000 | +36.79% | $3,596,937 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 0.14% | 1,000,000 | +1,000,000 | +100.00% | $3,510,000 |
| ARGENX SE | ARGX | Healthcare | 0.10% | 3,500 | -28,226 | -88.97% | $2,555,875 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.07% | 28,479 | +28,479 | +100.00% | $1,785,633 |
| INSPIREMD INC | NSPR | Healthcare | 0.07% | 1,045,708 | -104,292 | -9.07% | $1,704,504 |
| INSMED INC | INSM | Healthcare | 0.07% | 10,250 | -38,250 | -78.87% | $1,676,080 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 0.06% | 300,000 | +300,000 | +100.00% | $1,410,000 |
| CG ONCOLOGY INC | CGON | Healthcare | 0.05% | 20,000 | -150,000 | -88.24% | $1,353,600 |
| NEOGENOMICS INC | NEO | Healthcare | 0.05% | 175,000 | -252,504 | -59.06% | $1,298,500 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 0.02% | 10,000 | -110,000 | -91.67% | $384,900 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 0.02% | 10,000 | -115,000 | -92.00% | $383,000 |
| STAAR SURGICAL CO | STAA | Healthcare | 0.02% | 20,000 | -5,000 | -20.00% | $374,000 |
| ANAPTYSBIO INC | ANAB | Healthcare | 0.01% | 6,000 | -129,000 | -95.56% | $332,760 |
| RAPPORT THERAPEUTICS INC | RAPP | Healthcare | 0.01% | 10,000 | +10,000 | +100.00% | $312,900 |
| RIGEL PHARMACEUTICALS INC | RIGL | Healthcare | 0.01% | 10,000 | -290,034 | -96.67% | $270,400 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.01% | 10,000 | -90,000 | -90.00% | $250,400 |
| JASPER THERAPEUTICS INC | JSPR | Healthcare | 0.01% | 276,312 | +76,312 | +38.16% | $242,105 |