Soleus Capital Management, L.P. Top Holdings and 13F Report (2025) About Soleus Capital Management, L.P.Investment ActivitySoleus Capital Management, L.P. has $1.51 billion in total holdings as of June 30, 2025.Soleus Capital Management, L.P. owns shares of 95 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 31.64% of the portfolio was purchased this quarter.About 20.65% of the portfolio was sold this quarter.This quarter, Soleus Capital Management, L.P. has purchased 75 new stocks and bought additional shares in 19 stocks.Soleus Capital Management, L.P. sold shares of 28 stocks and completely divested from 7 stocks this quarter.Largest Holdings Krystal Biotech $126,869,807NovoCure $122,896,576TG Therapeutics $80,759,221SPDR S&P Biotech ETF $62,197,500United Therapeutics $60,284,306 Largest New Holdings this Quarter 02043Q107 - Alnylam Pharmaceuticals $34,810,108 HoldingM96088105 - Urogen Pharma $29,934,500 Holding036752103 - Elevance Health $27,227,200 Holding91324P102 - UnitedHealth Group $26,907,413 Holding171757206 - CIDARA THERAPEUTICS INC $22,543,524 Holding Largest Purchases this Quarter Krystal Biotech 481,200 shares (about $66.15M)Alnylam Pharmaceuticals 106,750 shares (about $34.81M)Urogen Pharma 2,185,000 shares (about $29.93M)Elevance Health 70,000 shares (about $27.23M)UnitedHealth Group 86,250 shares (about $26.91M) Largest Sales this Quarter SPDR S&P Biotech ETF 650,000 shares (about $53.90M)TG Therapeutics 602,768 shares (about $21.69M)Insmed 201,500 shares (about $20.28M)Merus 345,821 shares (about $18.19M)Madrigal Pharmaceuticals 59,500 shares (about $18.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoleus Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKRYSKrystal Biotech$126,869,807$66,145,752 ▲108.9%922,9588.4%MedicalNVCRNovoCure$122,896,576$24,615,406 ▲25.0%6,904,3028.1%MedicalTGTXTG Therapeutics$80,759,221$21,693,620 ▼-21.2%2,243,9355.3%MedicalXBISPDR S&P Biotech ETF$62,197,500$53,904,500 ▼-46.4%750,0004.1%ETFUTHRUnited Therapeutics$60,284,306$15,631,840 ▲35.0%209,7944.0%MedicalBETA BIONICS INC$55,621,500$6,185,335 ▲12.5%3,820,1583.7%COMGRFSGrifols$52,041,517$12,050,474 ▼-18.8%5,756,8053.4%MedicalSTAASTAAR Surgical$50,083,820$7,078,475 ▲16.5%2,984,7333.3%MedicalBMRNBioMarin Pharmaceutical$49,599,651$9,729,690 ▼-16.4%902,3043.3%MedicalORGOOrganogenesis$45,176,665$494,100 ▼-1.1%12,343,3513.0%MedicalPRAXIS PRECISION MEDICINES I$40,651,417$7,274,650 ▼-15.2%966,7402.7%COM NEWCELCCelcuity$40,207,770$5,843,242 ▲17.0%3,011,8182.7%MedicalALNYAlnylam Pharmaceuticals$34,810,108$34,810,108 ▲New Holding106,7502.3%MedicalTERNTerns Pharmaceuticals$30,463,2830.0%8,167,1002.0%MedicalURGNUrogen Pharma$29,934,500$29,934,500 ▲New Holding2,185,0002.0%MedicalNRIXNurix Therapeutics$27,596,0680.0%2,422,8331.8%MedicalELVElevance Health$27,227,200$27,227,200 ▲New Holding70,0001.8%MedicalUNHUnitedHealth Group$26,907,413$26,907,413 ▲New Holding86,2501.8%MedicalNPCENeuroPace$25,766,341$3,288,651 ▼-11.3%2,312,9571.7%MedicalARGXargenex$23,634,109$7,681,802 ▲48.2%42,8761.6%MedicalSRDXSurmodics$23,442,9730.0%789,0601.6%MedicalGERNGeron$22,757,400$19,373,400 ▲572.5%16,140,0001.5%MedicalCIDARA THERAPEUTICS INC$22,543,524$22,543,524 ▲New Holding462,8111.5%COM NEWEOLSEvolus$19,515,990$9,576,945 ▲96.4%2,119,0001.3%MedicalHUMHumana$19,460,608$19,460,608 ▲New Holding79,6001.3%MedicalVCYTVeracyte$19,338,316$19,338,316 ▲New Holding715,4391.3%MedicalIARTIntegra LifeSciences$17,028,527$3,872,584 ▲29.4%1,387,8181.1%MedicalAXGNAxoGen$15,834,436$144,066 ▲0.9%1,459,3951.0%MedicalMIRMMirum Pharmaceuticals$15,200,639$15,200,639 ▲New Holding298,6961.0%MedicalASNDAscendis Pharma A/S$14,671,000$4,953,620 ▲51.0%85,0001.0%MedicalINSPInspire Medical Systems$14,144,930$9,083,900 ▲179.5%109,0000.9%MedicalTWSTTwist Bioscience$13,038,413$13,038,413 ▲New Holding354,4010.9%MedicalPHVSPharvaris$12,900,237$1,437,638 ▼-10.0%732,9680.9%MedicalIKTInhibikase Therapeutics$12,333,7500.0%6,325,0000.8%MedicalRIGEL PHARMACEUTICALS INC$12,327,056$8,850,562 ▼-41.8%658,1450.8%COMEDAPEdap Tms$12,060,2690.0%7,309,2540.8%MedicalTHERATECHNOLOGIES INC$11,331,2470.0%4,801,3760.8%COM NEWSNDXSyndax Pharmaceuticals$10,227,610$2,580,057 ▲33.7%1,092,1100.7%MedicalCCCCC4 Therapeutics$9,979,8870.0%6,978,9420.7%MedicalENOVEnovis$9,878,400$9,878,400 ▲New Holding315,0000.7%MedicalNUVLNuvalent$9,537,500$6,817,939 ▼-41.7%125,0000.6%MedicalESTAEstablishment Labs$9,050,249$9,050,249 ▲New Holding211,9000.6%MedicalJASPER THERAPEUTICS INC$8,294,0310.0%1,494,4200.5%COM NEWACLXArcellx$8,101,591$1,975,500 ▼-19.6%123,0310.5%MedicalJADE BIOSCIENCES INC$7,959,473$7,959,473 ▲New Holding796,7440.5%COM NEWINSMInsmed$7,323,774$20,278,960 ▼-73.5%72,7720.5%MedicalANABAnaptysBio$7,127,088$4,861,534 ▲214.6%321,0400.5%MedicalKINIKSA PHARMACEUTICALS INTL$7,047,245$5,943,821 ▼-45.8%254,6890.5%ORD SHS CL ASIONNA THERAPEUTICS INC$6,523,600$2,359,600 ▲56.7%376,0000.4%COMCRESCENT BIOPHARMA INC.$6,456,000$6,456,000 ▲New Holding400,0000.4%COMIOVAIovance Biotherapeutics$5,610,136$7,780,064 ▼-58.1%3,261,7070.4%MedicalIDYAIDEAYA Biosciences$5,255,000$5,255,000 ▲New Holding250,0000.3%MedicalIMUXImmunic$5,086,8720.0%7,293,0070.3%MedicalQDELQuidelOrtho$5,014,680$5,014,680 ▲New Holding174,0000.3%MedicalSRRKScholar Rock$4,427,500$5,667,200 ▼-56.1%125,0000.3%MedicalNSPRInspireMD$4,281,690$2,135,686 ▲99.5%1,886,2070.3%MedicalETONEton Pharmaceuticals$4,061,250$4,061,250 ▲New Holding285,0000.3%MedicalCG ONCOLOGY INC$4,030,000$3,863,210 ▼-48.9%155,0000.3%COMVSTMVerastem$3,884,0220.0%935,9090.3%MedicalEPIXESSA Pharma$3,845,4440.0%2,262,0260.3%MedicalAKROAkero Therapeutics$3,841,920$2,401,200 ▼-38.5%72,0000.3%MedicalTRVITrevi Therapeutics$3,829,000$3,829,000 ▲New Holding700,0000.3%MedicalTNGXTango Therapeutics$3,737,600$3,737,600 ▲New Holding730,0000.2%MedicalTNDMTandem Diabetes Care$3,728,000$5,518,167 ▼-59.7%200,0000.2%MedicalWGSGeneDx$3,692,400$3,692,400 ▲New Holding40,0000.2%MedicalANIPANI Pharmaceuticals$3,310,981$11,349,651 ▼-77.4%50,7430.2%MedicalMURAL ONCOLOGY PUB LTD CO$3,269,976$3,269,976 ▲New Holding1,323,8770.2%ORD SHSADMAADMA Biologics$3,186,750$3,186,750 ▲New Holding175,0000.2%MedicalCTMXCytomX Therapeutics$2,960,761$2,960,761 ▲New Holding1,304,3000.2%MedicalOFIXOrthofix Medical$2,911,789$3,799,675 ▼-56.6%261,1470.2%MedicalERASErasca$2,745,9460.0%2,162,1620.2%MedicalDNLIDenali Therapeutics$2,547,719$659,069 ▲34.9%182,1100.2%MedicalXENEXenon Pharmaceuticals$2,466,440$2,466,440 ▲New Holding78,8000.2%MedicalMDGLMadrigal Pharmaceuticals$2,421,120$18,007,080 ▼-88.1%8,0000.2%MedicalVCELVericel$2,168,050$2,168,050 ▲New Holding50,9530.1%MedicalMRUSMerus$2,104,000$18,190,185 ▼-89.6%40,0000.1%MedicalSKINBeauty Health$1,910,000$1,910,000 ▲New Holding1,000,0000.1%MedicalMREOMereo BioPharma Group$1,625,217$236,426 ▼-12.7%599,7110.1%MedicalYMABY-mAbs Therapeutics$1,578,4190.0%349,9820.1%MedicalTECTONIC THERAPEUTIC INC$1,526,8310.0%76,8410.1%COMMYOMyomo$1,521,2340.0%704,2750.1%MedicalCALCCalciMedica$1,254,2460.0%783,9040.1%MedicalEWTXEdgewise Therapeutics$1,002,823$54,970 ▲5.8%76,4930.1%MedicalKIDSOrthoPediatrics$966,6000.0%45,0000.1%MedicalABIVAX SA$956,2500.0%125,0000.1%SPONSORED ADSCERIBELL INC$936,500$936,500 ▲New Holding50,0000.1%COMSLNOSoleno Therapeutics$837,800$11,729,200 ▼-93.3%10,0000.1%MedicalSEPTERNA INC$797,570$7,144,232 ▼-90.0%75,4560.1%COMBCYCBicycle Therapeutics$695,000$695,000 ▲New Holding100,0000.0%MedicalADVERUM BIOTECHNOLOGIES INC$617,5790.0%287,2460.0%COM NEWRVMDRevolution Medicines$367,900$2,751,303 ▼-88.2%10,0000.0%MedicalDCTHDelcath Systems$340,000$2,825,019 ▼-89.3%25,0000.0%MedicalIOBTIO Biotech$267,8110.0%192,6700.0%MedicalAXSMAxsome Therapeutics$208,780$1,565,850 ▼-88.2%2,0000.0%MedicalADPTAdaptive Biotechnologies$116,5000.0%10,0000.0%MedicalHOLXHologic$0$18,654,540 ▼-100.0%00.0%MedicalSNYSanofi$0$12,546,050 ▼-100.0%00.0%MedicalPTGXProtagonist Therapeutics$0$8,172,840 ▼-100.0%00.0%MedicalTEVATeva Pharmaceutical Industries$0$6,924,185 ▼-100.0%00.0%MedicalLIVNLivaNova$0$4,597,331 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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