Soleus Capital Management, L.P.
13F Reported Value
ⓘ$2.5B
Holdings
93
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Soleus Capital Management, L.P. disclosed 93 positions worth $2.5B in its Form 13F-HR for Q1 2026, led by $KRYS (Krystal Biotech, Inc.) at 12.1% of the equity portfolio, followed by $CELC and $TGTX. During the quarter the fund opened 24 new positions and exited 26 — including a new stake in $PGNY. The portfolio is most concentrated in Healthcare (99.6% of disclosed assets). All figures are sourced directly from Soleus Capital Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1802630.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 75.9#116
Quality
$297.9M1,153,087 sh - —
Quality
$146.6M1,284,378 sh - 68.4#417
Quality
$133.9M4,029,319 sh - 70.4
Quality
$118.0M562,500 sh - —
Quality
$114.4M10,492,391 sh - 80.1
Quality
$111.0M187,187 sh - $106.5M330,517 sh
- 46.0
Quality
$82.0M2,549,079 sh - —
Quality
$69.7M1,970,864 sh - 68.6
Quality
$63.1M820,243 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Krystal Biotech, Inc.$KRYS | 75.9#116 | $297.9M | 1,153,087 |
 Celcuity Inc.$CELC | — | $146.6M | 1,284,378 |
 TG THERAPEUTICS, INC.$TGTX | 68.4#417 | $133.9M | 4,029,319 |
 INSULET CORP$PODD | 70.4 | $118.0M | 562,500 |
 NovoCure Ltd$NVCR | — | $114.4M | 10,492,391 |
 UNITED THERAPEUTICS Corp$UTHR | 80.1 | $111.0M | 187,187 |
 Praxis Precision Medicines, Inc.$PRAX | — | $106.5M | 330,517 |
 Vericel Corp$VCEL | 46.0 | $82.0M | 2,549,079 |
 Alkermes plc.$ALKS | — | $69.7M | 1,970,864 |
 ANI PHARMACEUTICALS INC$ANIP | 68.6 | $63.1M | 820,243 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Soleus Capital Management, L.P.'s 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Healthcare
$2.5B
Technology
$10.5M
Full Holdings — Soleus Capital Management, L.P. (Q1 2026)
All 93 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KRYS | Krystal Biotech, Inc. | $297.9M | 12.1% | +23% | 75.9 |
| 2 | $CELC | Celcuity Inc. | $146.6M | 5.9% | -29% | — |
| 3 | $TGTX | TG THERAPEUTICS, INC. | $133.9M | 5.4% | +28% | 68.4 |
| 4 | $PODD | INSULET CORP | $118.0M | 4.8% | +275% | 70.4 |
| 5 | $NVCR | NovoCure Ltd | $114.4M | 4.6% | +23% | — |
| 6 | $UTHR | UNITED THERAPEUTICS Corp | $111.0M | 4.5% | +212% | 80.1 |
| 7 | $PRAX | Praxis Precision Medicines, Inc. | $106.5M | 4.3% | -9% | — |
| 8 | $VCEL | Vericel Corp | $82.0M | 3.3% | +234% | 46 |
| 9 | $ALKS | Alkermes plc. | $69.7M | 2.8% | +49% | — |
| 10 | $ANIP | ANI PHARMACEUTICALS INC | $63.1M | 2.5% | +69% | 68.6 |
| 11 |  $GMED | GLOBUS MEDICAL INC | $62.9M | 2.5% | -18% | 77.6 |
| 12 |  $GERN | GERON CORP | $61.8M | 2.5% | +78% | — |
| 13 |  $TWST | Twist Bioscience Corp | $58.3M | 2.4% | -34% | 33.3 |
| 14 |  $EWTX | Edgewise Therapeutics, Inc. | $45.7M | 1.9% | +59% | — |
| 15 |  $BBNX | Beta Bionics, Inc. | $43.6M | 1.8% | +72% | 22.8 |
| 16 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $43.6M | 1.8% | +88% | 60.9 |
| 17 |  $SNDX | Syndax Pharmaceuticals Inc | $40.3M | 1.6% | -23% | 30 |
| 18 |  $INDV | Indivior Pharmaceuticals, Inc. | $38.8M | 1.6% | +1174% | 64.6 |
| 19 |  $NPCE | NeuroPace Inc | $38.6M | 1.6% | +8% | 30.5 |
| 20 |  $LIVN | LivaNova PLC | $37.0M | 1.5% | +3% | — |
| 21 |  $MIRM | Mirum Pharmaceuticals, Inc. | $37.0M | 1.5% | -30% | 32.7 |
| 22 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $36.8M | 1.5% | -51% | 74.1 |
| 23 |  $PGNY | Progyny, Inc. | $35.1M | 1.4% | NEW | 59 |
| 24 |  $INSP | Inspire Medical Systems, Inc. | $29.7M | 1.2% | +92% | 46 |
| 25 |  $FOCL | EDAP TMS SA | $27.2M | 1.1% | +0% | — |
| 26 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $25.1M | 1.0% | -11% | — |
| 27 |  $MRK | Merck & Co., Inc. | $24.4M | 1.0% | NEW | 70.9 |
| 28 |  $ORGO | Organogenesis Holdings Inc. | $23.9M | 1.0% | +1% | 20.5 |
| 29 |  $NTRA | Natera, Inc. | $23.8M | 1.0% | +495% | 46.4 |
| 30 |  $AXGN | Axogen, Inc. | $22.5M | 0.9% | -44% | 38 |
| 31 |  $PCVX | Vaxcyte, Inc. | $22.4M | 0.9% | -37% | — |
| 32 |  $ICLR | ICON PLC | $21.2M | 0.9% | NEW | — |
| 33 |  $PHVS | Pharvaris N.V. | $19.8M | 0.8% | +0% | — |
| 34 |  $CERS | CERUS CORP | $19.6M | 0.8% | +169% | 29.3 |
| 35 |  $TRVI | Trevi Therapeutics, Inc. | $19.3M | 0.8% | +80% | — |
| 36 |  $IKT | Inhibikase Therapeutics, Inc. | $18.3M | 0.7% | +0% | — |
| 37 |  $CNTX | Context Therapeutics Inc. | $18.2M | 0.7% | NEW | — |
| 38 |  $VIR | Vir Biotechnology, Inc. | $17.9M | 0.7% | NEW | 5.6 |
| 39 |  $XENE | Xenon Pharmaceuticals Inc. | $17.0M | 0.7% | NEW | 12.9 |
| 40 |  $TVTX | Travere Therapeutics, Inc. | $16.2M | 0.7% | NEW | 39.2 |
| 41 |  $TNDM | TANDEM DIABETES CARE INC | $15.0M | 0.6% | NEW | 34.8 |
| 42 |  $NRIX | Nurix Therapeutics, Inc. | $14.5M | 0.6% | -23% | 13.2 |
| 43 |  $URGN | UroGen Pharma Ltd. | $13.1M | 0.5% | +385% | — |
| 44 |  $SION | Sionna Therapeutics, Inc. | $11.8M | 0.5% | +9% | — |
| 45 |  $CORT | CORCEPT THERAPEUTICS INC | $11.5M | 0.5% | NEW | 55.4 |
| 46 |  $JBIO | Jade Biosciences, Inc. | $11.2M | 0.5% | +0% | — |
| 47 |  $VCYT | VERACYTE, INC. | $10.3M | 0.4% | +3099% | 59.5 |
| 48 |  $IVVD | Invivyd, Inc. | $10.0M | 0.4% | +0% | 25.7 |
| 49 |  $CCCC | C4 Therapeutics, Inc. | $10.0M | 0.4% | +0% | 6.5 |
| 50 |  $KIDS | ORTHOPEDIATRICS CORP | $9.8M | 0.4% | +17% | 33.4 |
| 51 |  $RCUS | Arcus Biosciences, Inc. | $9.8M | 0.4% | -37% | 12 |
| 52 |  $TNGX | Tango Therapeutics, Inc. | $9.4M | 0.4% | +4400% | 26.9 |
| 53 |  $EOLS | Evolus, Inc. | $9.2M | 0.4% | +110% | 30 |
| 54 |  $SOPH | SOPHiA GENETICS SA | $9.2M | 0.4% | NEW | — |
| 55 |  $ELVN | Enliven Therapeutics, Inc. | $9.1M | 0.4% | -77% | — |
| 56 |  $INBX | Inhibrx Biosciences, Inc. | $8.8M | 0.4% | +424% | 3.1 |
| 57 |  $DXCM | DEXCOM INC | $8.8M | 0.4% | -89% | 77.9 |
| 58 |  $SEPN | Septerna, Inc. | $6.6M | 0.3% | -28% | 44.6 |
| 59 |  $AVTX | Avalo Therapeutics, Inc. | $6.6M | 0.3% | +0% | 4.6 |
| 60 |  $BDSX | BIODESIX INC | $6.0M | 0.2% | NEW | 32.3 |
| 61 |  $RLMD | RELMADA THERAPEUTICS, INC. | $5.9M | 0.2% | NEW | — |
| 62 |  $CGEM | Cullinan Therapeutics, Inc. | $5.8M | 0.2% | NEW | — |
| 63 |  $IMVT | Immunovant, Inc. | $5.7M | 0.2% | -79% | — |
| 64 |  $MBX | MBX Biosciences, Inc. | $5.3M | 0.2% | -56% | — |
| 65 |  $IMUX | IMMUNIC, INC. | $5.0M | 0.2% | NEW | — |
| 66 |  $LRMR | Larimar Therapeutics, Inc. | $4.8M | 0.2% | NEW | — |
| 67 |  $ETON | Eton Pharmaceuticals, Inc. | $4.1M | 0.2% | NEW | 51.9 |
| 68 |  $SABS | SAB Biotherapeutics, Inc. | $4.0M | 0.2% | NEW | — |
| 69 |  $PRCT | PROCEPT BioRobotics Corp | $4.0M | 0.2% | NEW | 34.8 |
| 70 |  $GPCR | Structure Therapeutics Inc. | $3.9M | 0.2% | -11% | — |
| 71 |  $TECX | Tectonic Therapeutic, Inc. | $3.8M | 0.1% | NEW | — |
| 72 |  $LUNG | Pulmonx Corp | $3.6M | 0.1% | +37% | 23.9 |
| 73 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $3.5M | 0.1% | NEW | 30.6 |
| 74 |  $ARGX | ARGENX SE | $2.6M | 0.1% | -89% | — |
| 75 |  $KPTI | Karyopharm Therapeutics Inc. | $2.5M | 0.1% | +0% | 20.4 |
| 76 |  $MSLE | Satellos Bioscience Inc. | $2.3M | 0.1% | NEW | — |
| 77 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $1.8M | 0.1% | NEW | 74.4 |
| 78 |  $NSPR | InspireMD, Inc. | $1.7M | 0.1% | -9% | — |
| 79 |  $INSM | INSMED Inc | $1.7M | 0.1% | -79% | 29.4 |
| 80 |  $CTMX | CytomX Therapeutics, Inc. | $1.4M | 0.1% | NEW | 19.1 |
| 81 |  $CGON | CG Oncology, Inc. | $1.4M | 0.1% | -88% | 28 |
| 82 |  $NEO | NEOGENOMICS INC | $1.3M | 0.1% | -59% | 34.6 |
| 83 |  $QNRX | Quoin Pharmaceuticals, Ltd. | $480,018 | 0.0% | +191% | — |
| 84 |  $COGT | Cogent Biosciences, Inc. | $384,900 | 0.0% | -92% | — |
| 85 |  $TYRA | Tyra Biosciences, Inc. | $383,000 | 0.0% | -92% | — |
| 86 |  $STAA | STAAR SURGICAL CO | $374,000 | 0.0% | -20% | 18 |
| 87 |  $ANAB | ANAPTYSBIO, INC | $332,760 | 0.0% | -96% | 29.4 |
| 88 |  $RAPP | Rapport Therapeutics, Inc. | $312,900 | 0.0% | NEW | — |
| 89 |  $RIGL | RIGEL PHARMACEUTICALS INC | $270,400 | 0.0% | -97% | 73.9 |
| 90 |  $ZYME | Zymeworks Inc. | $250,400 | 0.0% | -90% | 27.2 |
| 91 |  $LBRX | LB PHARMACEUTICALS INC | $246,600 | 0.0% | +0% | — |
| 92 |  $ORKA | Oruka Therapeutics, Inc. | $245,250 | 0.0% | -97% | — |
| 93 |  $JSPR | Jasper Therapeutics, Inc. | $242,105 | 0.0% | +38% | — |
New Positions (24)
$PGNY Progyny, Inc.$35.1M$MRK Merck & Co., Inc.$24.4M$ICLR ICON PLC$21.2M$CNTX Context Therapeutics Inc.$18.2M$VIR Vir Biotechnology, Inc.$17.9M$XENE Xenon Pharmaceuticals Inc.$17.0M$TVTX Travere Therapeutics, Inc.$16.2M$TNDM TANDEM DIABETES CARE INC$15.0M$CORT CORCEPT THERAPEUTICS INC$11.5M$SOPH SOPHiA GENETICS SA$9.2M$BDSX BIODESIX INC$6.0M$RLMD RELMADA THERAPEUTICS, INC.$5.9M$CGEM Cullinan Therapeutics, Inc.$5.8M$IMUX IMMUNIC, INC.$5.0M$LRMR Larimar Therapeutics, Inc.$4.8MExited Positions (26)
$FOLD AMICUS THERAPEUTICS, INC.
$GSK GSK plc
$RAPT RAPT Therapeutics, Inc.
$NBIX NEUROCRINE BIOSCIENCES INC
$TFX TELEFLEX INC
$CAPR CAPRICOR THERAPEUTICS, INC.
$THC TENET HEALTHCARE CORP
$TERN Terns Pharmaceuticals, Inc.
$ERAS Erasca, Inc.
$BLTE BELITE BIO, INC
$ABVX Abivax S.A.
$MLTX MoonLake Immunotherapeutics
$CALC CalciMedica, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Soleus Capital Management, L.P. including:
Track Soleus Capital Management, L.P.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Soleus Capital Management, L.P. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Soleus Capital Management, L.P.
13F Pro is an AI hedge fund tracker and stock research platform. For Soleus Capital Management, L.P. (SEC CIK: 1802630), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Soleus Capital Management, L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.