Soleus Capital Management, L.P. Top Holdings and 13F Report (2026) About Soleus Capital Management, L.P.Investment ActivitySoleus Capital Management, L.P. has $2.90 billion in total holdings as of June 30, 2026.Soleus Capital Management, L.P. owns shares of 97 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 26.79% of the portfolio was purchased this quarter.About 31.97% of the portfolio was sold this quarter.This quarter, Soleus Capital Management, L.P. has purchased 93 new stocks and bought additional shares in 25 stocks.Soleus Capital Management, L.P. sold shares of 41 stocks and completely divested from 18 stocks this quarter.Largest Holdings Krystal Biotech $349,092,534Celcuity $178,305,749TG Therapeutics $160,858,551Insulet $159,710,250NovoCure $150,188,025 Largest New Holdings this Quarter 29479A108 - Erasca $49,464,000 Holding698955101 - PARABILIS MEDICINES INC $40,098,966 Holding52490G102 - Legend Biotech $34,800,400 Holding91324P102 - UnitedHealth Group $33,250,400 Holding696389402 - PALISADE BIO INC $27,303,106 Holding Largest Purchases this Quarter Insulet 486,500 shares (about $74.07M)RIGEL PHARMACEUTICALS INC 1,833,504 shares (about $71.73M)Inspire Medical Systems 1,355,137 shares (about $60.45M)Erasca 2,700,000 shares (about $49.46M)Celcuity 419,940 shares (about $43.93M) Largest Sales this Quarter Twist Bioscience 1,122,000 shares (about $115.43M)Krystal Biotech 213,833 shares (about $79.48M)TG Therapeutics 1,101,424 shares (about $60.51M)PRAXIS PRECISION MEDICINES I 153,000 shares (about $51.22M)Alkermes 941,612 shares (about $49.34M) 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$349,092,534$79,475,311 â–¼-18.5%939,25412.0%HealthcareCELCCelcuity$178,305,749$43,934,123 â–²32.7%1,704,3186.1%HealthcareTGTXTG Therapeutics$160,858,551$60,512,234 â–¼-27.3%2,927,8955.5%HealthcarePODDInsulet$159,710,250$74,069,625 â–²86.5%1,049,0005.5%HealthcareNVCRNovoCure$150,188,025$8,771,698 â–¼-5.5%9,913,4015.2%HealthcareUTHRUnited Therapeutics$122,229,804$20,806,272 â–²20.5%225,5874.2%HealthcareINSPInspire Medical Systems$86,161,360$60,452,662 â–²235.1%1,931,4363.0%HealthcareRIGEL PHARMACEUTICALS INC$72,117,876$71,726,676 â–²18,335.0%1,843,5042.5%COMANIPANI Pharmaceuticals$71,833,173$3,933,457 â–²5.8%867,7602.5%HealthcareBETA BIONICS INC$68,849,498$614,468 â–²0.9%4,393,7142.4%COMVCELVericel$64,917,672$48,490,852 â–¼-42.8%1,459,1522.2%HealthcarePRAXIS PRECISION MEDICINES I$59,430,916$51,222,870 â–¼-46.3%177,5172.0%COM NEWGERNGeron$54,795,084$1,664,000 â–²3.1%42,808,6591.9%HealthcareALKSAlkermes$53,927,659$49,335,761 â–¼-47.8%1,029,2521.9%HealthcareERASErasca$49,464,000$49,464,000 â–²New Holding2,700,0001.7%HealthcareNPCENeuroPace$46,257,729$335,041 â–¼-0.7%2,911,1221.6%HealthcarePGNYProgyny$46,185,660$13,405,950 â–¼-22.5%1,602,0001.6%HealthcareINDIVIOR PHARMACEUTICALS INC$43,655,920$8,616,300 â–¼-16.5%1,064,0001.5%COMPARABILIS MEDICINES INC$40,098,966$40,098,966 â–²New Holding1,465,0701.4%COMEDAP TMS S A$37,861,9360.0%7,309,2541.3%SPONSORED ADRGMEDGlobus Medical$37,049,527$20,585,660 â–¼-35.7%468,9221.3%HealthcareRCUSArcus Biosciences$36,032,193$22,097,557 â–²158.6%1,168,7381.2%HealthcareSNDXSyndax Pharmaceuticals$35,588,933$2,161,276 â–¼-5.7%1,628,0391.2%HealthcareNRIXNurix Therapeutics$35,544,854$12,785,020 â–²56.2%1,465,1631.2%HealthcareLEGNLegend Biotech$34,800,400$34,800,400 â–²New Holding1,205,0001.2%HealthcareJADE BIOSCIENCES INC$34,456,332$16,752,680 â–²94.6%1,550,6901.2%COM NEWUNHUnitedHealth Group$33,250,400$33,250,400 â–²New Holding80,0001.1%HealthcareAVALO THERAPEUTICS INC$30,583,993$22,416,240 â–²274.4%1,654,9781.1%COM NEWURGNUrogen Pharma$30,537,008$3,783,408 â–²14.1%829,8101.1%HealthcareMBX BIOSCIENCES INC$28,443,401$18,568,287 â–²188.0%515,2791.0%COMPALISADE BIO INC$27,303,106$27,303,106 â–²New Holding13,063,6870.9%COMPHVSPharvaris$25,274,764$997,806 â–²4.1%730,9070.9%HealthcareORGOOrganogenesis$24,642,511$133,650 â–²0.5%10,140,9510.8%HealthcareSUPNSupernus Pharmaceuticals$24,185,200$24,185,200 â–²New Holding520,0000.8%HealthcarePRCTPROCEPT BioRobotics$22,647,740$19,034,940 â–²526.9%1,003,0000.8%HealthcareTNGXTango Therapeutics$22,163,340$8,096,340 â–²57.6%709,0000.8%HealthcareINHIBIKASE THERAPEUTICS INC$22,076,2500.0%10,875,0000.8%COM NEWTRVITrevi Therapeutics$21,999,876$8,213,124 â–¼-27.2%1,179,6180.8%HealthcareBMRNBioMarin Pharmaceutical$21,490,230$15,735,500 â–¼-42.3%375,5720.7%HealthcareLIVNLivaNova$20,965,114$26,933,861 â–¼-56.2%254,9570.7%HealthcareARGXargenex$18,513,650$15,266,455 â–²470.1%19,9550.6%HealthcareNVCTNuvectis Pharma$18,390,000$18,390,000 â–²New Holding1,000,0000.6%HealthcareCAPRCapricor Therapeutics$18,342,627$18,342,627 â–²New Holding761,7370.6%HealthcareEWTXEdgewise Therapeutics$18,319,620$40,590,426 â–¼-68.9%450,8890.6%HealthcarePRLDPrelude Therapeutics$18,006,755$18,006,755 â–²New Holding3,378,3780.6%HealthcareXENEXenon Pharmaceuticals$16,116,120$1,509,000 â–¼-8.6%267,0000.6%HealthcareCCCCC4 Therapeutics$15,775,171$1,989,238 â–¼-11.2%3,377,9810.5%HealthcareKINIKSA PHARMACEUTICALS INTL$15,754,274$17,586,250 â–¼-52.7%246,3530.5%ORD SHS CL AKIDSOrthoPediatrics$14,005,915$2,232,414 â–²19.0%732,1440.5%HealthcareAVALYN PHARMACEUTICALS INC$13,793,480$13,793,480 â–²New Holding419,0000.5%COM SHSBIODESIX INC$13,213,353$3,819,045 â–²40.7%585,9580.5%COMSPYRE THERAPEUTICS INC$13,050,660$13,050,660 â–²New Holding147,0000.4%COM NEWTWSTTwist Bioscience$10,764,232$115,431,365 â–¼-91.5%104,6290.4%HealthcareVIRVir Biotechnology$10,190,000$10,210,380 â–¼-50.0%1,000,0000.4%HealthcareALNYAlnylam Pharmaceuticals$9,949,042$29,681,559 â–¼-74.9%33,0500.3%HealthcareIMVTImmunovant$9,709,560$847,660 â–²9.6%252,0000.3%HealthcareINSMInsmed$9,622,455$8,529,600 â–²780.5%90,2500.3%HealthcareSEPTERNA INC$9,209,7500.0%275,0000.3%COMSOPHSOPHiA GENETICS$9,030,050$1,644,450 â–¼-15.4%1,565,0000.3%HealthcareNEKTAR THERAPEUTICS$8,960,951$8,960,951 â–²New Holding128,3620.3%COM NEWMIRMMirum Pharmaceuticals$8,780,250$38,083,573 â–¼-81.3%75,0000.3%HealthcareAORTArtivion$8,718,360$8,718,360 â–²New Holding388,0000.3%HealthcareTNDMTandem Diabetes Care$8,676,750$3,138,720 â–¼-26.6%575,0000.3%HealthcareELVNEnliven Therapeutics$8,408,108$3,308,494 â–¼-28.2%165,6770.3%HealthcareSIONNA THERAPEUTICS INC$7,816,451$5,094,614 â–¼-39.5%177,6870.3%COMBLTEBelite Bio$7,779,938$7,779,938 â–²New Holding50,5240.3%HealthcareCERSCerus$7,300,000$24,100,804 â–¼-76.8%2,500,0000.3%HealthcareSLNSilence Therapeutics$6,917,400$6,917,400 â–²New Holding630,0000.2%HealthcareIMMUNIC INC$6,916,500$6,916,500 â–²New Holding450,0000.2%COM NEWIVVDInvivyd$6,725,0930.0%7,708,7270.2%HealthcareMRKMerck & Co., Inc.$6,425,000$19,660,500 â–¼-75.4%50,0000.2%HealthcareRLMDRelmada Therapeutics$5,827,3740.0%842,1060.2%HealthcareGPCRStructure Therapeutics$5,742,690$1,449,090 â–²33.8%107,0000.2%HealthcareEOLSEvolus$5,707,650$9,875,148 â–¼-63.4%822,4280.2%HealthcareADLAI NORTYE LTD$4,663,515$4,663,515 â–²New Holding405,5230.2%SPONSORED ADSZNTLZentalis Pharmaceuticals$4,607,500$4,607,500 â–²New Holding950,0000.2%HealthcareKARYOPHARM THERAPEUTICS INC$4,298,8000.0%440,0000.1%COM NEWCNTXContext Therapeutics$3,912,274$55,390 â–²1.4%7,063,1410.1%HealthcareLUNGPulmonx$3,624,8200.0%2,788,3230.1%HealthcareSAB BIOTHERAPEUTICS INC$3,510,000$585,000 â–¼-14.3%900,0000.1%COM NEWTECTONIC THERAPEUTIC INC$3,495,388$687,500 â–¼-16.4%101,6840.1%COMAXGNAxoGen$2,634,493$28,736,371 â–¼-91.6%57,0360.1%HealthcareSATELLOS BIOSCIENCE INC$2,444,141$777,500 â–¼-24.1%314,3590.1%COMARRIVENT BIOPHARMA INC$1,737,000$1,737,000 â–²New Holding50,0000.1%COMCORTCorcept Therapeutics$1,708,828$23,118,087 â–¼-93.1%19,6530.1%HealthcareSLDBSolid Biosciences$1,498,500$1,498,500 â–²New Holding150,0000.1%HealthcareVCYTVeracyte$1,468,250$17,320,182 â–¼-92.2%25,0000.1%HealthcareCGEMCullinan Therapeutics$910,500$6,559,242 â–¼-87.8%50,0000.0%HealthcareNSPRInspireMD$732,1000.0%1,045,7080.0%HealthcareWGSGeneDx$686,500$686,500 â–²New Holding10,0000.0%HealthcareIOVAIovance Biotherapeutics$624,000$3,536,000 â–¼-85.0%150,0000.0%HealthcareLRMRLarimar Therapeutics$573,711$2,680,516 â–¼-82.4%188,1020.0%HealthcareCG ONCOLOGY INC$355,250$1,065,750 â–¼-75.0%5,0000.0%COMQUOIN PHARMACEUTICALS LTD$352,0130.0%72,7300.0%SPONSORED ADSEQEquillium$288,000$288,000 â–²New Holding90,0000.0%HealthcareNTRANatera$271,450$32,031,100 â–¼-99.2%1,0000.0%HealthcareNEONeoGenomics$145,900$2,407,350 â–¼-94.3%10,0000.0%HealthcarePCVXVaxcyte$0$22,399,778 â–¼-100.0%00.0%HealthcareICLRIcon$0$21,246,720 â–¼-100.0%00.0%HealthcareTVTXTravere Therapeutics$0$16,221,660 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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