Soleus Capital Management, L.P.

Est. AUM

$2.47B

13F long equity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	KRYSTAL BIOTECH INC	COM	$297.9M	1,153,087	12.06%	SOLE
2	CELCUITY INC	COM	$146.6M	1,284,378	5.94%	SOLE
3	TG THERAPEUTICS INC	COM	$133.9M	4,029,319	5.42%	SOLE
4	INSULET CORP	COM	$118.0M	562,500	4.78%	SOLE
5	NOVOCURE LTD	ORD SHS	$114.4M	10,492,391	4.63%	SOLE
6	UNITED THERAPEUTICS CORP DEL	COM	$111.0M	187,187	4.50%	SOLE
7	PRAXIS PRECISION MEDICINES I	COM NEW	$106.5M	330,517	4.31%	SOLE
8	VERICEL CORP	COM	$82.0M	2,549,079	3.32%	SOLE
9	ALKERMES PLC	SHS	$69.7M	1,970,864	2.82%	SOLE
10	ANI PHARMACEUTICALS INC	COM	$63.1M	820,243	2.55%	SOLE
11	GLOBUS MED INC	CL A	$62.9M	729,467	2.55%	SOLE
12	GERON CORP	COM	$61.8M	41,508,659	2.50%	SOLE
13	TWIST BIOSCIENCE CORP	COM	$58.3M	1,226,629	2.36%	SOLE
14	EDGEWISE THERAPEUTICS INC	COM	$45.7M	1,449,915	1.85%	SOLE
15	BETA BIONICS INC	COM	$43.6M	4,354,501	1.77%	SOLE
16	ALNYLAM PHARMACEUTICALS INC	COM	$43.6M	131,650	1.76%	SOLE
17	SYNDAX PHARMACEUTICALS INC	COM	$40.3M	1,726,908	1.63%	SOLE
18	INDIVIOR PHARMACEUTICALS INC	COM	$38.8M	1,274,000	1.57%	SOLE
19	NEUROPACE INC	COM	$38.6M	2,932,207	1.56%	SOLE
20	LIVANOVA PLC	SHS	$37.0M	582,500	1.50%	SOLE
21	MIRUM PHARMACEUTICALS INC	COM	$37.0M	400,306	1.50%	SOLE
22	BIOMARIN PHARMACEUTICAL INC	COM	$36.8M	650,572	1.49%	SOLE
23	PROGYNY INC	COM	$35.1M	2,067,000	1.42%	SOLE
24	INSPIRE MED SYS INC	COM	$29.7M	576,299	1.20%	SOLE
25	EDAP TMS S A	SPONSORED ADR	$27.2M	7,309,254	1.10%	SOLE
26	KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$25.1M	521,353	1.02%	SOLE
27	MERCK & CO INC	COM	$24.4M	203,000	0.99%	SOLE
28	ORGANOGENESIS HLDGS INC	COM	$23.9M	10,085,951	0.97%	SOLE
29	NATERA INC	COM	$23.8M	119,000	0.96%	SOLE
30	AXOGEN INC	COM	$22.5M	679,170	0.91%	SOLE
31	VAXCYTE INC	COM	$22.4M	385,472	0.91%	SOLE
32	ICON PLC	SHS	$21.2M	192,000	0.86%	SOLE
33	PHARVARIS N V	COM	$19.8M	702,052	0.80%	SOLE
34	CERUS CORP	COM	$19.6M	10,753,700	0.79%	SOLE
35	TREVI THERAPEUTICS INC	COM	$19.3M	1,620,000	0.78%	SOLE
36	INHIBIKASE THERAPEUTICS INC	COM NEW	$18.3M	10,875,000	0.74%	SOLE
37	CONTEXT THERAPEUTICS INC	COM	$18.2M	6,963,141	0.74%	SOLE
38	VIR BIOTECHNOLOGY INC	COM	$17.9M	2,002,000	0.73%	SOLE
39	XENON PHARMACEUTICALS INC	COM	$17.0M	292,000	0.69%	SOLE
40	TRAVERE THERAPEUTICS INC	COM	$16.2M	546,000	0.66%	SOLE
41	TANDEM DIABETES CARE INC	COM NEW	$15.0M	783,000	0.61%	SOLE
42	NURIX THERAPEUTICS INC	COM	$14.5M	938,163	0.59%	SOLE
43	UROGEN PHARMA LTD	COM	$13.1M	727,000	0.53%	SOLE
44	SIONNA THERAPEUTICS INC	COM	$11.8M	293,500	0.48%	SOLE
45	CORCEPT THERAPEUTICS INC	COM	$11.5M	285,531	0.47%	SOLE
46	JADE BIOSCIENCES INC	COM NEW	$11.2M	796,744	0.45%	SOLE
47	VERACYTE INC	COM	$10.3M	319,912	0.42%	SOLE
48	INVIVYD INC	COM	$10.0M	7,708,727	0.41%	SOLE
49	C4 THERAPEUTICS INC	COM STK	$10.0M	3,803,942	0.41%	SOLE
50	ORTHOPEDIATRICS CORP	COM	$9.8M	615,447	0.40%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.