Soleus Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Soleus Capital Management, L.P. disclosed 93 US equity positions worth $2.5bn in its Q1 2026 13F filing. The largest position was KRYS at 12.1% of the reported book, followed by CELC and TGTX.
What did Soleus Capital Management, L.P. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | KRYS KRYSTAL BIOTECH INC | Healthcare | 12.1% | $297.9m | 1,153,087 | – | |
| 2 | CELC CELCUITY INC | Healthcare | 5.9% | $146.6m | 1,284,378 | – | |
| 3 | TGTX TG THERAPEUTICS INC | Healthcare | 5.4% | $133.9m | 4,029,319 | – | |
| 4 | PODD INSULET CORP | Healthcare | 4.8% | $118.0m | 562,500 | – | |
| 5 | NVCR NOVOCURE LTD | Healthcare | 4.6% | $114.4m | 10,492,391 | – | |
| 6 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 4.5% | $111.0m | 187,187 | – | |
| 7 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 4.3% | $106.5m | 330,517 | – | |
| 8 | VCEL VERICEL CORP | Healthcare | 3.3% | $82.0m | 2,549,079 | – | |
| 9 | ALKS ALKERMES PLC | Healthcare | 2.8% | $69.7m | 1,970,864 | – | |
| 10 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 2.6% | $63.1m | 820,243 | – | |
| 11 | GMED GLOBUS MED INC | Healthcare | 2.5% | $62.9m | 729,467 | – | |
| 12 | GERN GERON CORP | Healthcare | 2.5% | $61.8m | 41,508,659 | – | |
| 13 | TWST TWIST BIOSCIENCE CORP | Healthcare | 2.4% | $58.3m | 1,226,629 | – | |
| 14 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 1.8% | $45.7m | 1,449,915 | – | |
| 15 | BBNX BETA BIONICS INC | Healthcare | 1.8% | $43.6m | 4,354,501 | – | |
| 16 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.8% | $43.6m | 131,650 | – | |
| 17 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.6% | $40.3m | 1,726,908 | – | |
| 18 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.6% | $38.8m | 1,274,000 | – | |
| 19 | NPCE NEUROPACE INC | 1.6% | $38.6m | 2,932,207 | – | ||
| 20 | LIVN LIVANOVA PLC | Healthcare | 1.5% | $37.0m | 582,500 | – | |
| 21 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.5% | $37.0m | 400,306 | – | |
| 22 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.5% | $36.8m | 650,572 | – | |
| 23 | PGNY PROGYNY INC | Healthcare | 1.4% | $35.1m | 2,067,000 | – | |
| 24 | INSP INSPIRE MED SYS INC | Healthcare | 1.2% | $29.7m | 576,299 | – | |
| 25 | EDAP TMS S A | 1.1% | $27.2m | 7,309,254 | – | ||
| 26 | KINIKSA PHARMACEUTICALS INTL | 1.0% | $25.1m | 521,353 | – | ||
| 27 | MRK MERCK & CO INC | Healthcare | 1.0% | $24.4m | 203,000 | – | |
| 28 | ORGO ORGANOGENESIS HLDGS INC | Healthcare | 1.0% | $23.9m | 10,085,951 | – | |
| 29 | NTRA NATERA INC | Healthcare | 1.0% | $23.8m | 119,000 | – | |
| 30 | AXGN AXOGEN INC | Healthcare | 0.9% | $22.5m | 679,170 | – | |
| 31 | PCVX VAXCYTE INC | Healthcare | 0.9% | $22.4m | 385,472 | – | |
| 32 | ICLR ICON PLC | Healthcare | 0.9% | $21.2m | 192,000 | – | |
| 33 | PHVS PHARVARIS N V | Healthcare | 0.8% | $19.8m | 702,052 | – | |
| 34 | CERS CERUS CORP | Healthcare | 0.8% | $19.6m | 10,753,700 | – | |
| 35 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.8% | $19.3m | 1,620,000 | – | |
| 36 | IKT INHIBIKASE THERAPEUTICS INC | 0.7% | $18.3m | 10,875,000 | – | ||
| 37 | CNTX CONTEXT THERAPEUTICS INC | 0.7% | $18.2m | 6,963,141 | – | ||
| 38 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 0.7% | $17.9m | 2,002,000 | – | |
| 39 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $17.0m | 292,000 | – | |
| 40 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.7% | $16.2m | 546,000 | – | |
| 41 | TNDM TANDEM DIABETES CARE INC | Healthcare | 0.6% | $15.0m | 783,000 | – | |
| 42 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.6% | $14.5m | 938,163 | – | |
| 43 | URGN UROGEN PHARMA LTD | Healthcare | 0.5% | $13.1m | 727,000 | – | |
| 44 | SION SIONNA THERAPEUTICS INC | Healthcare | 0.5% | $11.8m | 293,500 | – | |
| 45 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 0.5% | $11.5m | 285,531 | – | |
| 46 | JBIO JADE BIOSCIENCES INC | Healthcare | 0.5% | $11.2m | 796,744 | – | |
| 47 | VCYT VERACYTE INC | Healthcare | 0.4% | $10.3m | 319,912 | – | |
| 48 | IVVD INVIVYD INC | Healthcare | 0.4% | $10.0m | 7,708,727 | – | |
| 49 | CCCC C4 THERAPEUTICS INC | Healthcare | 0.4% | $10.0m | 3,803,942 | – | |
| 50 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.4% | $9.8m | 615,447 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.