Soleus Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Soleus Capital Management, L.P. disclosed 97 US equity positions worth $2.9bn in its Q2 2026 13F filing. The largest position was KRYS at 12.0% of the reported book, followed by CELC and TGTX. Against the Q1 2026 filing, it opened 10 new positions, added to 20 and reduced 18 among the top 50 holdings.
What did Soleus Capital Management, L.P. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | KRYS KRYSTAL BIOTECH INC | Healthcare | 12.0% | $349.1m | 939,254 | -19% | reduced |
| 2 | CELC CELCUITY INC | Healthcare | 6.1% | $178.3m | 1,704,318 | 33% | added |
| 3 | TGTX TG THERAPEUTICS INC | Healthcare | 5.5% | $160.9m | 2,927,895 | -27% | reduced |
| 4 | PODD INSULET CORP | Healthcare | 5.5% | $159.7m | 1,049,000 | 86% | added |
| 5 | NVCR NOVOCURE LTD | Healthcare | 5.2% | $150.2m | 9,913,401 | -6% | reduced |
| 6 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 4.2% | $122.2m | 225,587 | 21% | added |
| 7 | INSP INSPIRE MED SYS INC | Healthcare | 3.0% | $86.2m | 1,931,436 | 235% | added |
| 8 | RIGL RIGEL PHARMACEUTICALS INC | 2.5% | $72.1m | 1,843,504 | 18335% | added | |
| 9 | ANIP ANI PHARMACEUTICALS INC | Healthcare | 2.5% | $71.8m | 867,760 | 6% | added |
| 10 | BBNX BETA BIONICS INC | Healthcare | 2.4% | $68.8m | 4,393,714 | 1% | added |
| 11 | VCEL VERICEL CORP | Healthcare | 2.2% | $64.9m | 1,459,152 | -43% | reduced |
| 12 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.0% | $59.4m | 177,517 | -46% | reduced |
| 13 | GERN GERON CORP | Healthcare | 1.9% | $54.8m | 42,808,659 | 3% | added |
| 14 | ALKS ALKERMES PLC | Healthcare | 1.9% | $53.9m | 1,029,252 | -48% | reduced |
| 15 | ERAS ERASCA INC | Healthcare | 1.7% | $49.5m | 2,700,000 | – | new |
| 16 | NPCE NEUROPACE INC | 1.6% | $46.3m | 2,911,122 | -1% | reduced | |
| 17 | PGNY PROGYNY INC | Healthcare | 1.6% | $46.2m | 1,602,000 | -22% | reduced |
| 18 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 1.5% | $43.7m | 1,064,000 | -16% | reduced |
| 19 | PARABILIS MEDICINES INC | 1.4% | $40.1m | 1,465,070 | – | new | |
| 20 | EDAP TMS S A | 1.3% | $37.9m | 7,309,254 | 0% | held | |
| 21 | GMED GLOBUS MED INC | Healthcare | 1.3% | $37.0m | 468,922 | -36% | reduced |
| 22 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 1.2% | $36.0m | 1,168,738 | 159% | added |
| 23 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.2% | $35.6m | 1,628,039 | -6% | reduced |
| 24 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.2% | $35.5m | 1,465,163 | 56% | added |
| 25 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.2% | $34.8m | 1,205,000 | – | new |
| 26 | JBIO JADE BIOSCIENCES INC | Healthcare | 1.2% | $34.5m | 1,550,690 | 95% | added |
| 27 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.1% | $33.3m | 80,000 | – | new |
| 28 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.1% | $30.6m | 1,654,978 | 274% | added |
| 29 | URGN UROGEN PHARMA LTD | Healthcare | 1.1% | $30.5m | 829,810 | 14% | added |
| 30 | MBX MBX BIOSCIENCES INC | Healthcare | 1.0% | $28.4m | 515,279 | 188% | added |
| 31 | PALI PALISADE BIO INC | Healthcare | 0.9% | $27.3m | 13,063,687 | – | new |
| 32 | PHVS PHARVARIS N V | Healthcare | 0.9% | $25.3m | 730,907 | 4% | added |
| 33 | ORGO ORGANOGENESIS HLDGS INC | Healthcare | 0.8% | $24.6m | 10,140,951 | 1% | added |
| 34 | SUPN SUPERNUS PHARMACEUTICALS | Healthcare | 0.8% | $24.2m | 520,000 | – | new |
| 35 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 0.8% | $22.6m | 1,003,000 | 527% | added |
| 36 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.8% | $22.2m | 709,000 | 58% | added |
| 37 | IKT INHIBIKASE THERAPEUTICS INC | 0.8% | $22.1m | 10,875,000 | 0% | held | |
| 38 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.8% | $22.0m | 1,179,618 | -27% | reduced |
| 39 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.7% | $21.5m | 375,572 | -42% | reduced |
| 40 | LIVN LIVANOVA PLC | Healthcare | 0.7% | $21.0m | 254,957 | -56% | reduced |
| 41 | ARGX ARGENX SE | Healthcare | 0.6% | $18.5m | 19,955 | 470% | added |
| 42 | NVCT NUVECTIS PHARMA INC | 0.6% | $18.4m | 1,000,000 | – | new | |
| 43 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 0.6% | $18.3m | 761,737 | – | new |
| 44 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 0.6% | $18.3m | 450,889 | -69% | reduced |
| 45 | PRLD PRELUDE THERAPEUTICS INC | 0.6% | $18.0m | 3,378,378 | – | new | |
| 46 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $16.1m | 267,000 | -9% | reduced |
| 47 | CCCC C4 THERAPEUTICS INC | Healthcare | 0.5% | $15.8m | 3,377,981 | -11% | reduced |
| 48 | KINIKSA PHARMACEUTICALS INTL | 0.5% | $15.8m | 246,353 | -53% | reduced | |
| 49 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.5% | $14.0m | 732,144 | 19% | added |
| 50 | AVALYN PHARMACEUTICALS INC | 0.5% | $13.8m | 419,000 | – | new |
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.