13FBOX
Soleus Capital Management, L.P. · 13F Holdings
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Soleus Capital Management, L.P.

No.1398 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.90B
QoQ Change Q1 2026
+$432.8M+17.5%
Holdings
97
New Buys
21
Adds
25
Reduces
42
Exits
17
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KRYSTAL BIOTECH INCKRYS
12.03%12.06%$349.1M939,254$297.9M1.2M-213,833-18.54%Reduce
CELCUITY INCCELC
6.14%5.94%$178.3M1.7M$146.6M1.3M+419,940+32.70%Add
TG THERAPEUTICS INCTGTX
5.54%5.42%$160.9M2.9M$133.9M4.0M-1.1M-27.34%Reduce
INSULET CORPPODD
5.5%4.78%$159.7M1.0M$118.0M562,500+486,500+86.49%Add
NNOVOCURE LTDNVCR
5.18%4.63%$150.2M9.9M$114.4M10.5M-578,990-5.52%Reduce
UNITED THERAPEUTICS CORP DELUTHR
4.21%4.5%$122.2M225,587$111.0M187,187+38,400+20.51%Add
IINSPIRE MED SYS INCINSP
2.97%1.2%$86.2M1.9M$29.7M576,299+1.4M+235.14%Add
RIGEL PHARMACEUTICALS INCRIGL
2.49%0.01%$72.1M1.8M$270,40010,000+1.8M+18,335.04%Add
ANI PHARMACEUTICALS INCANIP
2.48%2.55%$71.8M867,760$63.1M820,243+47,517+5.79%Add
BBETA BIONICS INCBBNX
2.37%1.77%$68.8M4.4M$43.6M4.4M+39,213+0.90%Add
VERICEL CORPVCEL
2.24%3.32%$64.9M1.5M$82.0M2.5M-1.1M-42.76%Reduce
PRAXIS PRECISION MEDICINES IPRAX
2.05%4.31%$59.4M177,517$106.5M330,517-153,000-46.29%Reduce
GGERON CORPGERN
1.89%2.5%$54.8M42.8M$61.8M41.5M+1.3M+3.13%Add
ALKERMES PLCALKS
1.86%2.82%$53.9M1.0M$69.7M2.0M-941,612-47.78%Reduce
EERASCA INCERAS
1.7%$49.5M2.7M$00+2.7MNew Buy
NEUROPACE INC COMNPCE
1.59%1.56%$46.3M2.9M$38.6M2.9M-21,085-0.72%Reduce
PROGYNY INCPGNY
1.59%1.42%$46.2M1.6M$35.1M2.1M-465,000-22.50%Reduce
IINDIVIOR PHARMACEUTICALS INCINDV
1.5%1.57%$43.7M1.1M$38.8M1.3M-210,000-16.48%Reduce
PPARABILIS MEDICINES INCPBLS
1.38%$40.1M1.5M$00+1.5MNew Buy
EEDAP TMS S AFOCL
1.3%1.1%$37.9M7.3M$27.2M7.3M00.00%Unchanged
GLOBUS MED INCGMED
1.28%2.55%$37.0M468,922$62.9M729,467-260,545-35.72%Reduce
ARCUS BIOSCIENCES INCRCUS
1.24%0.4%$36.0M1.2M$9.8M451,983+716,755+158.58%Add
SYNDAX PHARMACEUTICALS INCSNDX
1.23%1.63%$35.6M1.6M$40.3M1.7M-98,869-5.73%Reduce
NURIX THERAPEUTICS INCNRIX
1.22%0.59%$35.5M1.5M$14.5M938,163+527,000+56.17%Add
LLEGEND BIOTECH CORPLEGN
1.2%$34.8M1.2M$00+1.2MNew Buy
JADE BIOSCIENCES INCJBIO
1.19%0.45%$34.5M1.6M$11.2M796,744+753,946+94.63%Add
UNITEDHEALTH GROUP INCUNH
1.15%$33.3M80,000$00+80,000New Buy
AVALO THERAPEUTICSAVTX
1.05%0.27%$30.6M1.7M$6.6M441,978+1.2M+274.45%Add
UUROGEN PHARMA LTDURGN
1.05%0.53%$30.5M829,810$13.1M727,000+102,810+14.14%Add
MMBX BIOSCIENCES INCMBX
0.98%0.22%$28.4M515,279$5.3M178,897+336,382+188.03%Add
PPALISADE BIO INCPALI
0.94%$27.3M13.1M$00+13.1MNew Buy
PHARVARIS N VPHVS
0.87%0.8%$25.3M730,907$19.8M702,052+28,855+4.11%Add
OORGANOGENESIS HLDGS INC COMORGO
0.85%0.97%$24.6M10.1M$23.9M10.1M+55,000+0.55%Add
SUPERNUS PHARMACEUTICALSSUPN
0.83%$24.2M520,000$00+520,000New Buy
PROCEPT BIOROBOTICS CORPPRCT
0.78%0.16%$22.6M1.0M$4.0M160,000+843,000+526.88%Add
TTANGO THERAPEUTICS INCTNGX
0.76%0.38%$22.2M709,000$9.4M450,000+259,000+57.56%Add
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
0.76%0.74%$22.1M10.9M$18.3M10.9M00.00%Unchanged
TREVI THERAPEUTICS INCTRVI
0.76%0.78%$22.0M1.2M$19.3M1.6M-440,382-27.18%Reduce
BIOMARIN PHARMACEUTICAL INCBMRN
0.74%1.49%$21.5M375,572$36.8M650,572-275,000-42.27%Reduce
LIVANOVA PLCLIVN
0.72%1.5%$21.0M254,957$37.0M582,500-327,543-56.23%Reduce
ARGENX SE SPONSORED ADRARGX
0.64%0.1%$18.5M19,955$2.6M3,500+16,455+470.14%Add
NNUVECTIS PHARMA INC COMNVCT
0.63%$18.4M1.0M$00+1.0MNew Buy
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
0.63%$18.3M761,737$00+761,737New Buy
EDGEWISE THERAPEUTICS INCEWTX
0.63%1.85%$18.3M450,889$45.7M1.4M-999,026-68.90%Reduce
PPRELUDE THERAPEUTICS INC COMPRLD
0.62%$18.0M3.4M$00+3.4MNew Buy
XENON PHARMACEUTICALS INCXENE
0.56%0.69%$16.1M267,000$17.0M292,000-25,000-8.56%Reduce
CC4 THERAPEUTICS INC COM STKCCCC
0.54%0.41%$15.8M3.4M$10.0M3.8M-425,961-11.20%Reduce
KKINIKSA PHARMACEUTICALS INTLKNSA
0.54%1.02%$15.8M246,353$25.1M521,353-275,000-52.75%Reduce
OORTHOPEDIATRICS CORP COMKIDS
0.48%0.4%$14.0M732,144$9.8M615,447+116,697+18.96%Add
AAVALYN PHARMACEUTICALS INCAVLN
0.48%$13.8M419,000$00+419,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow