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Soleus Capital Management, L.P. — 13F Holdings & Portfolio

CIK 1802630 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Soleus Capital Management, L.P. manages $2.90B in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KRYS (12.03%), CELC (6.14%), TGTX (5.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 18, added to 34, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 FIELD POINT ROAD
SUITE 200
GREENWICH, CT 06830
Phone
(203) 542-5527
Filing Manager
Soleus Capital Management, L.P.
GREENWICH, CT
Signatory
Harold Schaaff
Chief Compliance Officer, Soleus Capital Management, L.P.
Loading holdings…
AUM

$2.90B

Long-equity book

Holdings

97

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+22 / −18 / ↑34 / ↓36

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • RIGEL PHARMACEUTICALS INC$71.8M +26570.8%
  • INSPIRE MED SYS INC$56.4M +189.9%
  • KRYSTAL BIOTECH INC$51.2M +17.2%
  • INSULET CORP$41.7M +35.3%
  • NOVOCURE LTD$35.8M +31.3%
Show all 34 →

Top Trims

  • TWIST BIOSCIENCE CORP-$47.5M -81.5%
  • PRAXIS PRECISION MEDICINES I-$47.1M -44.2%
  • ALNYLAM PHARMACEUTICALS INC-$33.6M -77.2%
  • MIRUM PHARMACEUTICALS INC-$28.2M -76.3%
  • EDGEWISE THERAPEUTICS INC-$27.4M -59.9%
Show all 36 →

New Positions

  • ERASCA INC$49.5M
  • PARABILIS MEDICINES INC$40.1M
  • LEGEND BIOTECH CORP$34.8M
  • UNITEDHEALTH GROUP INC$33.3M
  • PALISADE BIO INC$27.3M
Show all 22 →

Exited Positions

  • VAXCYTE INC$22.4M
  • ICON PLC$21.2M
  • TRAVERE THERAPEUTICS INC$16.2M
  • INHIBRX BIOSCIENCES INC$8.8M
  • DEXCOM INC$8.8M
Show all 18 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KRYSTAL BIOTECH INC KRYS 501147102 $349.1M 12.03% 939,254 SH
2 CELCUITY INC CELC 15102K100 $178.3M 6.14% 1,704,318 SH
3 TG THERAPEUTICS INC TGTX 88322Q108 $160.9M 5.54% 2,927,895 SH
4 INSULET CORP PODD 45784P101 $159.7M 5.50% 1,049,000 SH
5 NOVOCURE LTD NVCR G6674U108 $150.2M 5.18% 9,913,401 SH
6 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $122.2M 4.21% 225,587 SH
7 INSPIRE MED SYS INC INSP 457730109 $86.2M 2.97% 1,931,436 SH
8 RIGEL PHARMACEUTICALS INC RIGL 766559702 $72.1M 2.49% 1,843,504 SH
9 ANI PHARMACEUTICALS INC ANIP 00182C103 $71.8M 2.48% 867,760 SH
10 BETA BIONICS INC BBNX 08659B102 $68.8M 2.37% 4,393,714 SH
11 VERICEL CORP VCEL 92346J108 $64.9M 2.24% 1,459,152 SH
12 PRAXIS PRECISION MEDICINES I PRAX 74006W207 $59.4M 2.05% 177,517 SH
13 GERON CORP GERN 374163103 $54.8M 1.89% 42,808,659 SH
14 ALKERMES PLC ALKS G01767105 $53.9M 1.86% 1,029,252 SH
15 ERASCA INC ERAS 29479A108 $49.5M 1.70% 2,700,000 SH
16 NEUROPACE INC NPCE 641288105 $46.3M 1.59% 2,911,122 SH
17 PROGYNY INC PGNY 74340E103 $46.2M 1.59% 1,602,000 SH
18 INDIVIOR PHARMACEUTICALS INC INDV 45579U109 $43.7M 1.50% 1,064,000 SH
19 PARABILIS MEDICINES INC PBLS 698955101 $40.1M 1.38% 1,465,070 SH
20 EDAP TMS S A FOCL 268311107 $37.9M 1.30% 7,309,254 SH
21 GLOBUS MED INC GMED 379577208 $37.0M 1.28% 468,922 SH
22 ARCUS BIOSCIENCES INC RCUS 03969F109 $36.0M 1.24% 1,168,738 SH
23 SYNDAX PHARMACEUTICALS INC SNDX 87164F105 $35.6M 1.23% 1,628,039 SH
24 NURIX THERAPEUTICS INC NRIX 67080M103 $35.5M 1.22% 1,465,163 SH
25 LEGEND BIOTECH CORP LEGN 52490G102 $34.8M 1.20% 1,205,000 SH
26 JADE BIOSCIENCES INC JBIO 008064206 $34.5M 1.19% 1,550,690 SH
27 UNITEDHEALTH GROUP INC UNH 91324P102 $33.3M 1.15% 80,000 SH
28 AVALO THERAPEUTICS INC AVTX 05338F306 $30.6M 1.05% 1,654,978 SH
29 UROGEN PHARMA LTD URGN M96088105 $30.5M 1.05% 829,810 SH
30 MBX BIOSCIENCES INC MBX 55287L101 $28.4M 0.98% 515,279 SH
31 PALISADE BIO INC PALI 696389402 $27.3M 0.94% 13,063,687 SH
32 PHARVARIS N V PHVS N69605108 $25.3M 0.87% 730,907 SH
33 ORGANOGENESIS HLDGS INC ORGO 68621F102 $24.6M 0.85% 10,140,951 SH
34 SUPERNUS PHARMACEUTICALS SUPN 868459108 $24.2M 0.83% 520,000 SH
35 PROCEPT BIOROBOTICS CORP PRCT 74276L105 $22.6M 0.78% 1,003,000 SH
36 TANGO THERAPEUTICS INC TNGX 87583X109 $22.2M 0.76% 709,000 SH
37 INHIBIKASE THERAPEUTICS INC IKT 45719W205 $22.1M 0.76% 10,875,000 SH
38 TREVI THERAPEUTICS INC TRVI 89532M101 $22.0M 0.76% 1,179,618 SH
39 BIOMARIN PHARMACEUTICAL INC BMRN 09061G101 $21.5M 0.74% 375,572 SH
40 LIVANOVA PLC LIVN G5509L101 $21.0M 0.72% 254,957 SH
41 ARGENX SE ARGX 04016X101 $18.5M 0.64% 19,955 SH
42 NUVECTIS PHARMA INC NVCT 67080T108 $18.4M 0.63% 1,000,000 SH
43 CAPRICOR THERAPEUTICS INC CAPR 14070B309 $18.3M 0.63% 761,737 SH
44 EDGEWISE THERAPEUTICS INC EWTX 28036F105 $18.3M 0.63% 450,889 SH
45 PRELUDE THERAPEUTICS INC PRLD 74065P101 $18.0M 0.62% 3,378,378 SH
46 XENON PHARMACEUTICALS INC XENE 98420N105 $16.1M 0.56% 267,000 SH
47 C4 THERAPEUTICS INC CCCC 12529R107 $15.8M 0.54% 3,377,981 SH
48 KINIKSA PHARMACEUTICALS INTL KNSA G52694109 $15.8M 0.54% 246,353 SH
49 ORTHOPEDIATRICS CORP KIDS 68752L100 $14.0M 0.48% 732,144 SH
50 AVALYN PHARMACEUTICALS INC AVLN 05348Y105 $13.8M 0.48% 419,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $2.90B 97 0001802630-26-000005
2026-03-31 2026-05-14 $2.47B 93 0001802630-26-000003
2025-12-31 2026-02-12 $2.71B 95 0001802630-26-000002
2025-09-30 2025-11-14 $1.99B 88 0001802630-25-000018