Soleus Capital Management, L.P. 13F Holdings · Q2 2026
Soleus Capital Management, L.P. reported 97 securities worth $2.90B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KRYS (12.03%), CELC (6.14%), TGTX (5.54%). Among its top 25 positions this quarter: 3 new, 10 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KRYS | KRYSTAL BIOTECH INC | $349.1M | 12.03% | 939,254 | Trimmed |
| 2 | CELC | CELCUITY INC | $178.3M | 6.14% | 1.7M | Added |
| 3 | TGTX | TG THERAPEUTICS INC | $160.9M | 5.54% | 2.9M | Trimmed |
| 4 | PODD | INSULET CORP | $159.7M | 5.50% | 1.0M | Added |
| 5 | NVCR | NOVOCURE LTD | $150.2M | 5.18% | 9.9M | Trimmed |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | $122.2M | 4.21% | 225,587 | Added |
| 7 | INSP | INSPIRE MED SYS INC | $86.2M | 2.97% | 1.9M | Added |
| 8 | RIGL | RIGEL PHARMACEUTICALS INC | $72.1M | 2.49% | 1.8M | Added |
| 9 | ANIP | ANI PHARMACEUTICALS INC | $71.8M | 2.48% | 867,760 | Added |
| 10 | BBNX | BETA BIONICS INC | $68.8M | 2.37% | 4.4M | Added |
| 11 | VCEL | VERICEL CORP | $64.9M | 2.24% | 1.5M | Trimmed |
| 12 | PRAX | PRAXIS PRECISION MEDICINES I | $59.4M | 2.05% | 177,517 | Trimmed |
| 13 | GERN | GERON CORP | $54.8M | 1.89% | 42.8M | Added |
| 14 | ALKS | ALKERMES PLC | $53.9M | 1.86% | 1.0M | Trimmed |
| 15 | ERAS | ERASCA INC | $49.5M | 1.70% | 2.7M | New |
| 16 | NPCE | NEUROPACE INC | $46.3M | 1.59% | 2.9M | Trimmed |
| 17 | PGNY | PROGYNY INC | $46.2M | 1.59% | 1.6M | Trimmed |
| 18 | INDV | INDIVIOR PHARMACEUTICALS INC | $43.7M | 1.50% | 1.1M | Trimmed |
| 19 | PBLS | PARABILIS MEDICINES INC | $40.1M | 1.38% | 1.5M | New |
| 20 | FOCL | EDAP TMS S A | $37.9M | 1.30% | 7.3M | Hold |
| 21 | GMED | GLOBUS MED INC | $37.0M | 1.28% | 468,922 | Trimmed |
| 22 | RCUS | ARCUS BIOSCIENCES INC | $36.0M | 1.24% | 1.2M | Added |
| 23 | SNDX | SYNDAX PHARMACEUTICALS INC | $35.6M | 1.23% | 1.6M | Trimmed |
| 24 | NRIX | NURIX THERAPEUTICS INC | $35.5M | 1.22% | 1.5M | Added |
| 25 | LEGN | LEGEND BIOTECH CORP | $34.8M | 1.20% | 1.2M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR