Soleus Capital Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Soleus Capital Management, L.P. disclosed 96 stock positions valued at approximately $2.90B as of quarter-end June 30, 2026. The largest holdings include KRYSTAL BIOTECH INC, CELCUITY INC, and TG THERAPEUTICS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 96
- Portfolio Value
- $2.90B
Holdings by Sector
Soleus Capital Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 12.03% | 939,254 | -213,833 | -18.54% | $349,092,534 |
| CELCUITY INC | CELC | Healthcare | 6.14% | 1,704,318 | +419,940 | +32.70% | $178,305,749 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 5.54% | 2,927,895 | -1,101,424 | -27.34% | $160,858,551 |
| INSULET CORP | PODD | Healthcare | 5.50% | 1,049,000 | +486,500 | +86.49% | $159,710,250 |
| NOVOCURE LTD | NVCR | Healthcare | 5.18% | 9,913,401 | -578,990 | -5.52% | $150,188,025 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 4.21% | 225,587 | +38,400 | +20.51% | $122,229,804 |
| INSPIRE MED SYS INC | INSP | Healthcare | 2.97% | 1,931,436 | +1,355,137 | +235.14% | $86,161,360 |
| RIGEL PHARMACEUTICALS INC | RIGL | Healthcare | 2.49% | 1,843,504 | +1,833,504 | +18335.04% | $72,117,876 |
| ANI PHARMACEUTICALS INC | ANIP | Healthcare | 2.48% | 867,760 | +47,517 | +5.79% | $71,833,173 |
| BETA BIONICS INC | BBNX | Healthcare | 2.37% | 4,393,714 | +39,213 | +0.90% | $68,849,498 |
| VERICEL CORP | VCEL | Healthcare | 2.24% | 1,459,152 | -1,089,927 | -42.76% | $64,917,672 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 2.05% | 177,517 | -153,000 | -46.29% | $59,430,916 |
| GERON CORP | GERN | Healthcare | 1.89% | 42,808,659 | +1,300,000 | +3.13% | $54,795,084 |
| ALKERMES PLC | ALKS | Healthcare | 1.86% | 1,029,252 | -941,612 | -47.78% | $53,927,659 |
| ERASCA INC | ERAS | Healthcare | 1.70% | 2,700,000 | +537,838 | +24.88% | $49,464,000 |
| NEUROPACE INC | NPCE | Healthcare | 1.59% | 2,911,122 | -21,085 | -0.72% | $46,257,729 |
| PROGYNY INC | PGNY | Healthcare | 1.59% | 1,602,000 | -465,000 | -22.50% | $46,185,660 |
| INDIVIOR PHARMACEUTICALS INC | INDV | Healthcare | 1.50% | 1,064,000 | -210,000 | -16.48% | $43,655,920 |
| PARABILIS MEDICINES INC | PBLS | Healthcare | 1.38% | 1,465,070 | +1,465,070 | +100.00% | $40,098,966 |
| EDAP TMS S A | EDAP | Healthcare | 1.30% | 7,309,254 | - | - | $37,861,936 |
| GLOBUS MED INC | GMED | Healthcare | 1.28% | 468,922 | -260,545 | -35.72% | $37,049,527 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 1.24% | 1,168,738 | +716,755 | +158.58% | $36,032,193 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 1.23% | 1,628,039 | -98,869 | -5.73% | $35,588,933 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.22% | 1,465,163 | +527,000 | +56.17% | $35,544,854 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 1.20% | 1,205,000 | +1,205,000 | +100.00% | $34,800,400 |
| JADE BIOSCIENCES INC | JBIO | Healthcare | 1.19% | 1,550,690 | +753,946 | +94.63% | $34,456,332 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.15% | 80,000 | +80,000 | +100.00% | $33,250,400 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 1.05% | 1,654,978 | +1,213,000 | +274.45% | $30,583,993 |
| MBX BIOSCIENCES INC | MBX | Healthcare | 0.98% | 515,279 | +336,382 | +188.03% | $28,443,401 |
| PALISADE BIO INC | PALI | Healthcare | 0.94% | 13,063,687 | +13,063,687 | +100.00% | $27,303,106 |
Showing 30 of 96 holdings in the latest reporting period.