Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Soleus Capital Management, L.P. (CIK 1802630) reported $2.47B across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KRYS ($297.9M, 12.06%), CELC ($146.6M, 5.94%), TGTX ($133.9M, 5.42%), PODD ($118.0M, 4.78%), NVCR ($114.4M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KRYS | KRYSTAL BIOTECH INC | $297.9M | 12.06% | 1.2M | Added |
| 2 | CELC | CELCUITY INC | $146.6M | 5.94% | 1.3M | Trimmed |
| 3 | TGTX | TG THERAPEUTICS INC | $133.9M | 5.42% | 4.0M | Added |
| 4 | PODD | INSULET CORP | $118.0M | 4.78% | 562,500 | Added |
| 5 | NVCR | NOVOCURE LTD | $114.4M | 4.63% | 10.5M | Added |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | $111.0M | 4.50% | 187,187 | Added |
| 7 | PRAX | PRAXIS PRECISION MEDICINES I | $106.5M | 4.31% | 330,517 | Trimmed |
| 8 | VCEL | VERICEL CORP | $82.0M | 3.32% | 2.5M | Added |
| 9 | ALKS | ALKERMES PLC | $69.7M | 2.82% | 2.0M | Added |
| 10 | GMED | GLOBUS MED INC | $62.9M | 2.55% | 729,467 | Trimmed |
| 11 | ANIP | ANI PHARMACEUTICALS INC | $63.1M | 2.55% | 820,243 | Added |
| 12 | GERN | GERON CORP | $61.8M | 2.50% | 41.5M | Added |
| 13 | TWST | TWIST BIOSCIENCE CORP | $58.3M | 2.36% | 1.2M | Trimmed |
| 14 | EWTX | EDGEWISE THERAPEUTICS INC | $45.7M | 1.85% | 1.4M | Added |
| 15 | BBNX | BETA BIONICS INC | $43.6M | 1.77% | 4.4M | Added |
| 16 | ALNY | ALNYLAM PHARMACEUTICALS INC | $43.6M | 1.76% | 131,650 | Added |
| 17 | SNDX | SYNDAX PHARMACEUTICALS INC | $40.3M | 1.63% | 1.7M | Trimmed |
| 18 | INDIVIOR PHARMACEUTICALS INC | $38.8M | 1.57% | 1.3M | New | |
| 19 | NPCE | NEUROPACE INC | $38.6M | 1.56% | 2.9M | Added |
| 20 | MIRM | MIRUM PHARMACEUTICALS INC | $37.0M | 1.50% | 400,306 | Trimmed |
| 21 | LIVN | LIVANOVA PLC | $37.0M | 1.50% | 582,500 | Added |
| 22 | BMRN | BIOMARIN PHARMACEUTICAL INC | $36.8M | 1.49% | 650,572 | Trimmed |
| 23 | PGNY | PROGYNY INC | $35.1M | 1.42% | 2.1M | New |
| 24 | INSP | INSPIRE MED SYS INC | $29.7M | 1.20% | 576,299 | Added |
| 25 | EDAP | EDAP TMS S A | $27.2M | 1.10% | 7.3M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31