Sponsored

The Analysis of Soleus Capital Management, L.P.'s Holdings & P&L

Currently, Soleus Capital Management, L.P. holds 93 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in PODD (+412.5K shares, valued at $86.6M), UTHR (+127.2K shares, valued at $75.4M), VCEL (+1.8M shares, valued at $57.4M); decreased their positions in DXCM (-1.2M shares, valued at $72.7M), CELC (-523.9K shares, valued at $59.8M), BMRN (-669.4K shares, valued at $37.8M); initiated new positions in N/A (+1.3M shares, valued at $38.8M), PGNY (+2.1M shares, valued at $35.1M), N/A (+203.0K shares, valued at $24.4M).

1M P&L

-45.6M-1.86%

3M P&L

+170.1M+7.61%

HY P&L

+15.0M+0.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.2B

55.1%

2Medical Devices527.4M

23.7%

3Drug Manufacturers - Specialty & Generic281.0M

12.6%

Top Industries by Stock Count

1Biotechnology49 stocks

62.0%

2Medical Devices14 stocks

17.7%

3Drug Manufacturers - Specialty & Generic6 stocks

7.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KRYS KRYSTAL BIOTECH INC1.2M shares22.53%2026-03-312026-05-14

CELC CELCUITY INC1.3M shares-28.97%2026-03-312026-05-14

TGTX TG THERAPEUTICS INC4.0M shares28.35%2026-03-312026-05-14

PODD INSULET CORP562.5K shares275.00%2026-03-312026-05-14

NVCR NOVOCURE LTD10.5M shares23.00%2026-03-312026-05-14

UTHR UNITED THERAPEUTICS CORP DEL187.2K shares211.98%2026-03-312026-05-14

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I330.5K shares-8.94%2026-03-312026-05-14

VCEL VERICEL CORP2.5M shares233.65%2026-03-312026-05-14

Sponsored

ALKS ALKERMES PLC2.0M shares49.04%2026-03-312026-05-14

ANIP ANI PHARMACEUTICALS INC820.2K shares68.69%2026-03-312026-05-14

GMED GLOBUS MED INC729.5K shares-17.76%2026-03-312026-05-14

GERN GERON CORP41.5M shares78.23%2026-03-312026-05-14

TWST TWIST BIOSCIENCE CORP1.2M shares-34.12%2026-03-312026-05-14

EWTX EDGEWISE THERAPEUTICS INC1.4M shares59.33%2026-03-312026-05-14

BBNX BETA BIONICS INC4.4M shares71.80%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC131.7K shares88.07%2026-03-312026-05-14

Sponsored

SNDX SYNDAX PHARMACEUTICALS INC1.7M shares-23.15%2026-03-312026-05-14

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC1.3M sharesnew addition2026-03-312026-05-14

NPCE NEUROPACE INC2.9M shares8.47%2026-03-312026-05-14

LIVN LIVANOVA PLC582.5K shares2.64%2026-03-312026-05-14

MIRM MIRUM PHARMACEUTICALS INC400.3K shares-30.21%2026-03-312026-05-14

BMRN BIOMARIN PHARMACEUTICAL INC650.6K shares-50.71%2026-03-312026-05-14

PGNY PROGYNY INC2.1M sharesnew addition2026-03-312026-05-14

INSP INSPIRE MED SYS INC576.3K shares92.49%2026-03-312026-05-14

Sponsored

EDAP EDAP TMS S A7.3M shares0.00%2026-03-312026-05-14

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL521.4K shares-11.18%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC203.0K sharesnew addition2026-03-312026-05-14

ORGO ORGANOGENESIS HLDGS INC10.1M shares1.00%2026-03-312026-05-14

NTRA NATERA INC119.0K shares495.00%2026-03-312026-05-14

AXGN AXOGEN INC679.2K shares-43.72%2026-03-312026-05-14

PCVX VAXCYTE INC385.5K shares-36.70%2026-03-312026-05-14

ICLR ICON PLC192.0K sharesnew addition2026-03-312026-05-14

Sponsored

PHVS PHARVARIS N V702.1K shares0.00%2026-03-312026-05-14

CERS CERUS CORP10.8M shares168.84%2026-03-312026-05-14

TRVI TREVI THERAPEUTICS INC1.6M shares80.00%2026-03-312026-05-14

INHIBIKASE THERAPEUTICS INC INHIBIKASE THERAPEUTICS INC10.9M shares0.00%2026-03-312026-05-14

CNTX CONTEXT THERAPEUTICS INC7.0M sharesnew addition2026-03-312026-05-14

VIR VIR BIOTECHNOLOGY INC2.0M sharesnew addition2026-03-312026-05-14

XENE XENON PHARMACEUTICALS INC292.0K sharesnew addition2026-03-312026-05-14

TVTX TRAVERE THERAPEUTICS INC546.0K sharesnew addition2026-03-312026-05-14

Sponsored

TNDM TANDEM DIABETES CARE INC783.0K sharesnew addition2026-03-312026-05-14

NRIX NURIX THERAPEUTICS INC938.2K shares-23.06%2026-03-312026-05-14

URGN UROGEN PHARMA LTD727.0K shares384.67%2026-03-312026-05-14

SION SIONNA THERAPEUTICS INC293.5K shares9.31%2026-03-312026-05-14

CORT CORCEPT THERAPEUTICS INC285.5K sharesnew addition2026-03-312026-05-14

JBIO JADE BIOSCIENCES INC796.7K shares0.00%2026-03-312026-05-14

VCYT VERACYTE INC319.9K shares3099.12%2026-03-312026-05-14

IVVD INVIVYD INC7.7M shares0.00%2026-03-312026-05-14

Sponsored

CCCC C4 THERAPEUTICS INC3.8M shares0.00%2026-03-312026-05-14

KIDS ORTHOPEDIATRICS CORP615.4K shares17.13%2026-03-312026-05-14

RCUS ARCUS BIOSCIENCES INC452.0K shares-36.52%2026-03-312026-05-14

TNGX TANGO THERAPEUTICS INC450.0K shares4400.00%2026-03-312026-05-14

EOLS EVOLUS INC2.2M shares109.85%2026-03-312026-05-14

SOPH SOPHIA GENETICS SA1.9M sharesnew addition2026-03-312026-05-14

ELVN ENLIVEN THERAPEUTICS INC230.9K shares-77.48%2026-03-312026-05-14

INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC131.0K shares424.00%2026-03-312026-05-14

Sponsored

DXCM DEXCOM INC140.0K shares-89.21%2026-03-312026-05-14

SEPN SEPTERNA INC275.0K shares-28.27%2026-03-312026-05-14

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC442.0K shares0.00%2026-03-312026-05-14

BDSX BIODESIX INC416.6K sharesnew addition2026-03-312026-05-14

RLMD RELMADA THERAPEUTICS INC842.1K sharesnew addition2026-03-312026-05-14

CGEM CULLINAN THERAPEUTICS INC410.2K sharesnew addition2026-03-312026-05-14

IMVT IMMUNOVANT INC230.0K shares-79.28%2026-03-312026-05-14

MBX MBX BIOSCIENCES INC178.9K shares-56.25%2026-03-312026-05-14

Sponsored

IMUX IMMUNIC INC4.5M sharesnew addition2026-03-312026-05-14

LRMR LARIMAR THERAPEUTICS INC1.1M sharesnew addition2026-03-312026-05-14

ETON ETON PHARMACEUTICALS INC166.4K sharesnew addition2026-03-312026-05-14

SAB BIOTHERAPEUTICS INC SAB BIOTHERAPEUTICS INC1.1M sharesnew addition2026-03-312026-05-14

PRCT PROCEPT BIOROBOTICS CORP160.0K sharesnew addition2026-03-312026-05-14

GPCR STRUCTURE THERAPEUTICS INC80.0K shares-11.11%2026-03-312026-05-14

TECX TECTONIC THERAPEUTIC INC121.7K sharesnew addition2026-03-312026-05-14

LUNG PULMONX CORP2.8M shares36.79%2026-03-312026-05-14

Sponsored

IOVA IOVANCE BIOTHERAPEUTICS INC1.0M sharesnew addition2026-03-312026-05-14

ARGX ARGENX SE3.5K shares-88.97%2026-03-312026-05-14

KPTI KARYOPHARM THERAPEUTICS INC440.0K shares0.00%2026-03-312026-05-14

SATELLOS BIOSCIENCE INC SATELLOS BIOSCIENCE INC414.4K sharesnew addition2026-03-312026-05-14

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN28.5K sharesnew addition2026-03-312026-05-14

INSPIREMD INC INSPIREMD INC1.0M shares-9.07%2026-03-312026-05-14

INSM INSMED INC10.3K shares-78.87%2026-03-312026-05-14

CTMX CYTOMX THERAPEUTICS INC.300.0K sharesnew addition2026-03-312026-05-14

Sponsored

CGON CG ONCOLOGY INC20.0K shares-88.24%2026-03-312026-05-14

NEO NEOGENOMICS INC175.0K shares-59.06%2026-03-312026-05-14

QUOIN PHARMACEUTICALS LTD QUOIN PHARMACEUTICALS LTD72.7K shares190.92%2026-03-312026-05-14

COGT COGENT BIOSCIENCES INC10.0K shares-91.67%2026-03-312026-05-14

TYRA TYRA BIOSCIENCES INC10.0K shares-92.00%2026-03-312026-05-14

STAA STAAR SURGICAL CO20.0K shares-20.00%2026-03-312026-05-14

ANAB ANAPTYSBIO INC6.0K shares-95.56%2026-03-312026-05-14

RAPP RAPPORT THERAPEUTICS INC10.0K sharesnew addition2026-03-312026-05-14

Sponsored

RIGL RIGEL PHARMACEUTICALS INC10.0K shares-96.67%2026-03-312026-05-14

ZYMEWORKS INC ZYMEWORKS INC10.0K shares-90.00%2026-03-312026-05-14

LBRX LB PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-05-14

ORKA ORUKA THERAPEUTICS INC5.0K shares-97.37%2026-03-312026-05-14

JASPER THERAPEUTICS INC JASPER THERAPEUTICS INC276.3K shares38.16%2026-03-312026-05-14

KRYS

KRYSTAL BIOTECH INC

22.53%

Shares1.2M

Event2026-03-31

Filed2026-05-14

CELC

CELCUITY INC

-28.97%

Shares1.3M

Event2026-03-31

Filed2026-05-14

TGTX

TG THERAPEUTICS INC

28.35%

Shares4.0M

Event2026-03-31

Filed2026-05-14

PODD

INSULET CORP

275.00%

Shares562.5K

Event2026-03-31

Filed2026-05-14

NVCR

NOVOCURE LTD

23.00%

Shares10.5M

Event2026-03-31

Filed2026-05-14

UTHR

UNITED THERAPEUTICS CORP DEL

211.98%

Shares187.2K

Event2026-03-31

Filed2026-05-14

PRAXIS PRECISION MEDICINES I

-8.94%

Shares330.5K

Event2026-03-31

Filed2026-05-14

VCEL

VERICEL CORP

233.65%

Shares2.5M

Event2026-03-31

Filed2026-05-14

ALKS

ALKERMES PLC

49.04%

Shares2.0M

Event2026-03-31

Filed2026-05-14

ANIP

ANI PHARMACEUTICALS INC

68.69%

Shares820.2K

Event2026-03-31

Filed2026-05-14

GMED

GLOBUS MED INC

-17.76%

Shares729.5K

Event2026-03-31

Filed2026-05-14

GERN

GERON CORP

78.23%

Shares41.5M

Event2026-03-31

Filed2026-05-14

TWST

TWIST BIOSCIENCE CORP

-34.12%

Shares1.2M

Event2026-03-31

Filed2026-05-14

EWTX

EDGEWISE THERAPEUTICS INC

59.33%

Shares1.4M

Event2026-03-31

Filed2026-05-14

BBNX

BETA BIONICS INC

71.80%

Shares4.4M

Event2026-03-31

Filed2026-05-14

ALNY

ALNYLAM PHARMACEUTICALS INC

88.07%

Shares131.7K

Event2026-03-31

Filed2026-05-14

SNDX

SYNDAX PHARMACEUTICALS INC

-23.15%

Shares1.7M

Event2026-03-31

Filed2026-05-14

INDIVIOR PHARMACEUTICALS INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-14

NPCE

NEUROPACE INC

8.47%

Shares2.9M

Event2026-03-31

Filed2026-05-14

LIVN

LIVANOVA PLC

2.64%

Shares582.5K

Event2026-03-31

Filed2026-05-14

MIRM

MIRUM PHARMACEUTICALS INC

-30.21%

Shares400.3K

Event2026-03-31

Filed2026-05-14

BMRN

BIOMARIN PHARMACEUTICAL INC

-50.71%

Shares650.6K

Event2026-03-31

Filed2026-05-14

PGNY

PROGYNY INC

New

Shares2.1M

Event2026-03-31

Filed2026-05-14

INSP

INSPIRE MED SYS INC

92.49%

Shares576.3K

Event2026-03-31

Filed2026-05-14

EDAP

EDAP TMS S A

0.00%

Shares7.3M

Event2026-03-31

Filed2026-05-14

KINIKSA PHARMACEUTICALS INTL

-11.18%

Shares521.4K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

New

Shares203.0K

Event2026-03-31

Filed2026-05-14

ORGO

ORGANOGENESIS HLDGS INC

1.00%

Shares10.1M

Event2026-03-31

Filed2026-05-14

NTRA

NATERA INC

495.00%

Shares119.0K

Event2026-03-31

Filed2026-05-14

AXGN

AXOGEN INC

-43.72%

Shares679.2K

Event2026-03-31

Filed2026-05-14

PCVX

VAXCYTE INC

-36.70%

Shares385.5K

Event2026-03-31

Filed2026-05-14

ICLR

ICON PLC

New

Shares192.0K

Event2026-03-31

Filed2026-05-14

PHVS

PHARVARIS N V

0.00%

Shares702.1K

Event2026-03-31

Filed2026-05-14

CERS

CERUS CORP

168.84%

Shares10.8M

Event2026-03-31

Filed2026-05-14

TRVI

TREVI THERAPEUTICS INC

80.00%

Shares1.6M

Event2026-03-31

Filed2026-05-14

INHIBIKASE THERAPEUTICS INC

0.00%

Shares10.9M

Event2026-03-31

Filed2026-05-14

CNTX

CONTEXT THERAPEUTICS INC

New

Shares7.0M

Event2026-03-31

Filed2026-05-14

VIR

VIR BIOTECHNOLOGY INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-14

XENE

XENON PHARMACEUTICALS INC

New

Shares292.0K

Event2026-03-31

Filed2026-05-14

TVTX

TRAVERE THERAPEUTICS INC

New

Shares546.0K

Event2026-03-31

Filed2026-05-14

TNDM

TANDEM DIABETES CARE INC

New

Shares783.0K

Event2026-03-31

Filed2026-05-14

NRIX

NURIX THERAPEUTICS INC

-23.06%

Shares938.2K

Event2026-03-31

Filed2026-05-14

URGN

UROGEN PHARMA LTD

384.67%

Shares727.0K

Event2026-03-31

Filed2026-05-14

SION

SIONNA THERAPEUTICS INC

9.31%

Shares293.5K

Event2026-03-31

Filed2026-05-14

CORT

CORCEPT THERAPEUTICS INC

New

Shares285.5K

Event2026-03-31

Filed2026-05-14

JBIO

JADE BIOSCIENCES INC

0.00%

Shares796.7K

Event2026-03-31

Filed2026-05-14

VCYT

VERACYTE INC

3099.12%

Shares319.9K

Event2026-03-31

Filed2026-05-14

IVVD

INVIVYD INC

0.00%

Shares7.7M

Event2026-03-31

Filed2026-05-14

CCCC

C4 THERAPEUTICS INC

0.00%

Shares3.8M

Event2026-03-31

Filed2026-05-14

KIDS

ORTHOPEDIATRICS CORP

17.13%

Shares615.4K

Event2026-03-31

Filed2026-05-14

RCUS

ARCUS BIOSCIENCES INC

-36.52%

Shares452.0K

Event2026-03-31

Filed2026-05-14

TNGX

TANGO THERAPEUTICS INC

4400.00%

Shares450.0K

Event2026-03-31

Filed2026-05-14

EOLS

EVOLUS INC

109.85%

Shares2.2M

Event2026-03-31

Filed2026-05-14

SOPH

SOPHIA GENETICS SA

New

Shares1.9M

Event2026-03-31

Filed2026-05-14

ELVN

ENLIVEN THERAPEUTICS INC

-77.48%

Shares230.9K

Event2026-03-31

Filed2026-05-14

INHIBRX BIOSCIENCES INC

424.00%

Shares131.0K

Event2026-03-31

Filed2026-05-14

DXCM

DEXCOM INC

-89.21%

Shares140.0K

Event2026-03-31

Filed2026-05-14

SEPN

SEPTERNA INC

-28.27%

Shares275.0K

Event2026-03-31

Filed2026-05-14

AVALO THERAPEUTICS INC

0.00%

Shares442.0K

Event2026-03-31

Filed2026-05-14

BDSX

BIODESIX INC

New

Shares416.6K

Event2026-03-31

Filed2026-05-14

RLMD

RELMADA THERAPEUTICS INC

New

Shares842.1K

Event2026-03-31

Filed2026-05-14

CGEM

CULLINAN THERAPEUTICS INC

New

Shares410.2K

Event2026-03-31

Filed2026-05-14

IMVT

IMMUNOVANT INC

-79.28%

Shares230.0K

Event2026-03-31

Filed2026-05-14

MBX

MBX BIOSCIENCES INC

-56.25%

Shares178.9K

Event2026-03-31

Filed2026-05-14

IMUX

IMMUNIC INC

New

Shares4.5M

Event2026-03-31

Filed2026-05-14

LRMR

LARIMAR THERAPEUTICS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-14

ETON

ETON PHARMACEUTICALS INC

New

Shares166.4K

Event2026-03-31

Filed2026-05-14

SAB BIOTHERAPEUTICS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-14

PRCT

PROCEPT BIOROBOTICS CORP

New

Shares160.0K

Event2026-03-31

Filed2026-05-14

GPCR

STRUCTURE THERAPEUTICS INC

-11.11%

Shares80.0K

Event2026-03-31

Filed2026-05-14

TECX

TECTONIC THERAPEUTIC INC

New

Shares121.7K

Event2026-03-31

Filed2026-05-14

LUNG

PULMONX CORP

36.79%

Shares2.8M

Event2026-03-31

Filed2026-05-14

IOVA

IOVANCE BIOTHERAPEUTICS INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-14

ARGX

ARGENX SE

-88.97%

Shares3.5K

Event2026-03-31

Filed2026-05-14

KPTI

KARYOPHARM THERAPEUTICS INC

0.00%

Shares440.0K

Event2026-03-31

Filed2026-05-14

SATELLOS BIOSCIENCE INC

New

Shares414.4K

Event2026-03-31

Filed2026-05-14

ARROWHEAD PHARMACEUTICALS IN

New

Shares28.5K

Event2026-03-31

Filed2026-05-14

INSPIREMD INC

-9.07%

Shares1.0M

Event2026-03-31

Filed2026-05-14

INSM

INSMED INC

-78.87%

Shares10.3K

Event2026-03-31

Filed2026-05-14

CTMX

CYTOMX THERAPEUTICS INC.

New

Shares300.0K

Event2026-03-31

Filed2026-05-14

CGON

CG ONCOLOGY INC

-88.24%

Shares20.0K

Event2026-03-31

Filed2026-05-14

NEO

NEOGENOMICS INC

-59.06%

Shares175.0K

Event2026-03-31

Filed2026-05-14

QUOIN PHARMACEUTICALS LTD

190.92%

Shares72.7K

Event2026-03-31

Filed2026-05-14

COGT

COGENT BIOSCIENCES INC

-91.67%

Shares10.0K

Event2026-03-31

Filed2026-05-14

TYRA

TYRA BIOSCIENCES INC

-92.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

STAA

STAAR SURGICAL CO

-20.00%

Shares20.0K

Event2026-03-31

Filed2026-05-14

ANAB

ANAPTYSBIO INC

-95.56%

Shares6.0K

Event2026-03-31

Filed2026-05-14

RAPP

RAPPORT THERAPEUTICS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

RIGL

RIGEL PHARMACEUTICALS INC

-96.67%

Shares10.0K

Event2026-03-31

Filed2026-05-14

ZYMEWORKS INC

-90.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

LBRX

LB PHARMACEUTICALS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

ORKA

ORUKA THERAPEUTICS INC

-97.37%

Shares5.0K

Event2026-03-31

Filed2026-05-14

JASPER THERAPEUTICS INC

38.16%

Shares276.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available