Sponsored

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

Currently, Soleus Capital Management, L.P. holds 94 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in DXCM (+1.3M shares, valued at $86.1M), CELC (+629.4K shares, valued at $62.8M), GMED (+711.0K shares, valued at $62.1M); decreased their positions in TERN (-7.9M shares, valued at $319.7M), N/A (-496.2K shares, valued at $146.2M), N/A (-455.0K shares, valued at $100.5M); initiated new positions in DXCM (+1.3M shares, valued at $86.1M), PODD (+150.0K shares, valued at $42.6M), ALKS (+1.3M shares, valued at $37.0M).

1M P&L

+274.4M+13.42%

3M P&L

+125.2M+5.71%

HY P&L

+511.1M+28.28%

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

58.1%

2Medical Devices561.8M

26.5%

3Drug Manufacturers - Specialty & Generic192.0M

9.0%

Top Industries by Stock Count

1Biotechnology52 stocks

63.4%

2Medical Devices14 stocks

17.1%

3Drug Manufacturers - Specialty & Generic7 stocks

8.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KRYS KRYSTAL BIOTECH INC941.1K shares-7.63%2025-12-312026-02-12

CELC CELCUITY INC1.8M shares53.39%2025-12-312026-02-12

NVCR NOVOCURE LTD8.5M shares-11.55%2025-12-312026-02-12

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I363.0K shares-57.75%2025-12-312026-02-12

TGTX TG THERAPEUTICS INC3.1M shares-18.35%2025-12-312026-02-12

DXCM DEXCOM INC1.3M sharesnew addition2025-12-312026-02-12

BMRN BIOMARIN PHARMACEUTICAL INC1.3M shares48.26%2025-12-312026-02-12

GMED GLOBUS MED INC887.0K shares403.98%2025-12-312026-02-12

Sponsored

BBNX BETA BIONICS INC2.5M shares-34.51%2025-12-312026-02-12

FOLD AMICUS THERAPEUTICS INC5.2M shares11.03%2025-12-312026-02-12

TWST TWIST BIOSCIENCE CORP1.9M shares-0.24%2025-12-312026-02-12

ORGO ORGANOGENESIS HLDGS INC10.0M shares-17.69%2025-12-312026-02-12

SNDX SYNDAX PHARMACEUTICALS INC2.2M shares11.68%2025-12-312026-02-12

MIRM MIRUM PHARMACEUTICALS INC573.6K shares285.76%2025-12-312026-02-12

PODD INSULET CORP150.0K sharesnew addition2025-12-312026-02-12

NPCE NEUROPACE INC2.7M shares-8.61%2025-12-312026-02-12

Sponsored

AXGN AXOGEN INC1.2M shares-30.10%2025-12-312026-02-12

ANIP ANI PHARMACEUTICALS INC486.2K shares42.91%2025-12-312026-02-12

ALKS ALKERMES PLC1.3M sharesnew addition2025-12-312026-02-12

LIVN LIVANOVA PLC567.5K sharesnew addition2025-12-312026-02-12

GSK PLC GSK PLC639.0K shares190.45%2025-12-312026-02-12

GERN GERON CORP23.3M shares34.70%2025-12-312026-02-12

UTHR UNITED THERAPEUTICS CORP DEL60.0K shares-60.00%2025-12-312026-02-12

IMVT IMMUNOVANT INC1.1M sharesnew addition2025-12-312026-02-12

Sponsored

PCVX VAXCYTE INC609.0K sharesnew addition2025-12-312026-02-12

ALNY ALNYLAM PHARMACEUTICALS INC70.0K shares359.02%2025-12-312026-02-12

INSP INSPIRE MED SYS INC299.4K shares-58.88%2025-12-312026-02-12

VCEL VERICEL CORP764.0K shares53.43%2025-12-312026-02-12

ARGX ARGENX SE31.7K shares-54.30%2025-12-312026-02-12

RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC764.0K shares42.03%2025-12-312026-02-12

NBIX NEUROCRINE BIOSCIENCES INC176.0K shares27.52%2025-12-312026-02-12

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL587.0K shares291.33%2025-12-312026-02-12

Sponsored

EDAP EDAP TMS S A7.3M shares0.00%2025-12-312026-02-12

TFX TELEFLEX INCORPORATED190.0K sharesnew addition2025-12-312026-02-12

NRIX NURIX THERAPEUTICS INC1.2M shares-49.67%2025-12-312026-02-12

EWTX EDGEWISE THERAPEUTICS INC910.0K sharesnew addition2025-12-312026-02-12

INHIBIKASE THERAPEUTICS INC INHIBIKASE THERAPEUTICS INC10.9M shares71.94%2025-12-312026-02-12

PHVS PHARVARIS N V702.1K shares8.50%2025-12-312026-02-12

IVVD INVIVYD INC7.7M sharesnew addition2025-12-312026-02-12

CAPR CAPRICOR THERAPEUTICS INC646.4K sharesnew addition2025-12-312026-02-12

Sponsored

THC TENET HEALTHCARE CORP92.5K sharesnew addition2025-12-312026-02-12

RCUS ARCUS BIOSCIENCES INC712.0K sharesnew addition2025-12-312026-02-12

ELVN ENLIVEN THERAPEUTICS INC1.0M sharesnew addition2025-12-312026-02-12

MBX MBX BIOSCIENCES INC408.9K shares48.69%2025-12-312026-02-12

RIGL RIGEL PHARMACEUTICALS INC300.0K shares-9.08%2025-12-312026-02-12

JBIO JADE BIOSCIENCES INC796.7K shares0.00%2025-12-312026-02-12

TRVI TREVI THERAPEUTICS INC900.0K shares3500.00%2025-12-312026-02-12

SION SIONNA THERAPEUTICS INC268.5K shares-35.07%2025-12-312026-02-12

Sponsored

SEPN SEPTERNA INC383.4K shares1999.50%2025-12-312026-02-12

KIDS ORTHOPEDIATRICS CORP525.4K shares310.51%2025-12-312026-02-12

TERN TERNS PHARMACEUTICALS INC212.7K shares-97.38%2025-12-312026-02-12

CIDARA THERAPEUTICS INC CIDARA THERAPEUTICS INC38.8K shares-92.14%2025-12-312026-02-12

INSM INSMED INC48.5K shares1801.96%2025-12-312026-02-12

CERS CERUS CORP4.0M sharesnew addition2025-12-312026-02-12

ERAS ERASCA INC2.2M shares0.00%2025-12-312026-02-12

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC442.0K sharesnew addition2025-12-312026-02-12

Sponsored

CCCC C4 THERAPEUTICS INC3.8M shares-46.07%2025-12-312026-02-12

EOLS EVOLUS INC1.1M shares-26.21%2025-12-312026-02-12

CGON CG ONCOLOGY INC170.0K shares-41.38%2025-12-312026-02-12

ANAB ANAPTYSBIO INC135.0K shares-78.44%2025-12-312026-02-12

BLTE BELITE BIO INC40.4K shares-80.78%2025-12-312026-02-12

GPCR STRUCTURE THERAPEUTICS INC90.0K sharesnew addition2025-12-312026-02-12

ABVX ABIVAX SA45.0K sharesnew addition2025-12-312026-02-12

ORKA ORUKA THERAPEUTICS INC190.0K sharesnew addition2025-12-312026-02-12

Sponsored

MLTX MOONLAKE IMMUNOTHERAPEUTICS400.0K sharesnew addition2025-12-312026-02-12

NEO NEOGENOMICS INC427.5K sharesnew addition2025-12-312026-02-12

NTRA NATERA INC20.0K sharesnew addition2025-12-312026-02-12

CALC CALCIMEDICA INC683.9K shares0.00%2025-12-312026-02-12

LUNG PULMONX CORP2.0M sharesnew addition2025-12-312026-02-12

COGT COGENT BIOSCIENCES INC120.0K sharesnew addition2025-12-312026-02-12

INDV INDIVIOR PLC100.0K shares-93.18%2025-12-312026-02-12

URGN UROGEN PHARMA LTD150.0K shares-77.91%2025-12-312026-02-12

Sponsored

TYRA TYRA BIOSCIENCES INC125.0K sharesnew addition2025-12-312026-02-12

KPTI KARYOPHARM THERAPEUTICS INC440.0K sharesnew addition2025-12-312026-02-12

ZYMEWORKS INC ZYMEWORKS INC100.0K sharesnew addition2025-12-312026-02-12

VKTX VIKING THERAPEUTICS INC70.0K sharesnew addition2025-12-312026-02-12

QDEL QUIDELORTHO CORP75.0K shares-80.00%2025-12-312026-02-12

INSPIREMD INC INSPIREMD INC1.1M shares-21.82%2025-12-312026-02-12

INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC25.0K sharesnew addition2025-12-312026-02-12

ACLX ARCELLX INC30.0K shares-70.00%2025-12-312026-02-12

Sponsored

OLMA OLEMA PHARMACEUTICALS INC69.9K shares-88.73%2025-12-312026-02-12

BCAX BICARA THERAPEUTICS INC100.0K sharesnew addition2025-12-312026-02-12

KOD KODIAK SCIENCES INC60.0K shares205.44%2025-12-312026-02-12

GRAL GRAIL INC11.0K sharesnew addition2025-12-312026-02-12

GUTS FRACTYL HEALTH INC400.0K shares-84.00%2025-12-312026-02-12

STAA STAAR SURGICAL CO25.0K shares-95.00%2025-12-312026-02-12

VCYT VERACYTE INC10.0K shares-97.63%2025-12-312026-02-12

JASPER THERAPEUTICS INC JASPER THERAPEUTICS INC200.0K shares-86.62%2025-12-312026-02-12

Sponsored

QUOIN PHARMACEUTICALS LTD QUOIN PHARMACEUTICALS LTD25.0K sharesnew addition2025-12-312026-02-12

MDGL MADRIGAL PHARMACEUTICALS INC500 shares-99.27%2025-12-312026-02-12

LBRX LB PHARMACEUTICALS INC10.0K shares-97.50%2025-12-312026-02-12

DYN DYNE THERAPEUTICS INC10.0K sharesnew addition2025-12-312026-02-12

DCTH DELCATH SYS INC10.0K shares0.00%2025-12-312026-02-12

TNGX TANGO THERAPEUTICS INC10.0K shares-96.67%2025-12-312026-02-12

KRYS

KRYSTAL BIOTECH INC

-7.63%

Shares941.1K

Event2025-12-31

Filed2026-02-12

CELC

CELCUITY INC

53.39%

Shares1.8M

Event2025-12-31

Filed2026-02-12

NVCR

NOVOCURE LTD

-11.55%

Shares8.5M

Event2025-12-31

Filed2026-02-12

PRAXIS PRECISION MEDICINES I

-57.75%

Shares363.0K

Event2025-12-31

Filed2026-02-12

TGTX

TG THERAPEUTICS INC

-18.35%

Shares3.1M

Event2025-12-31

Filed2026-02-12

DXCM

DEXCOM INC

New

Shares1.3M

Event2025-12-31

Filed2026-02-12

BMRN

BIOMARIN PHARMACEUTICAL INC

48.26%

Shares1.3M

Event2025-12-31

Filed2026-02-12

GMED

GLOBUS MED INC

403.98%

Shares887.0K

Event2025-12-31

Filed2026-02-12

BBNX

BETA BIONICS INC

-34.51%

Shares2.5M

Event2025-12-31

Filed2026-02-12

FOLD

AMICUS THERAPEUTICS INC

11.03%

Shares5.2M

Event2025-12-31

Filed2026-02-12

TWST

TWIST BIOSCIENCE CORP

-0.24%

Shares1.9M

Event2025-12-31

Filed2026-02-12

ORGO

ORGANOGENESIS HLDGS INC

-17.69%

Shares10.0M

Event2025-12-31

Filed2026-02-12

SNDX

SYNDAX PHARMACEUTICALS INC

11.68%

Shares2.2M

Event2025-12-31

Filed2026-02-12

MIRM

MIRUM PHARMACEUTICALS INC

285.76%

Shares573.6K

Event2025-12-31

Filed2026-02-12

PODD

INSULET CORP

New

Shares150.0K

Event2025-12-31

Filed2026-02-12

NPCE

NEUROPACE INC

-8.61%

Shares2.7M

Event2025-12-31

Filed2026-02-12

AXGN

AXOGEN INC

-30.10%

Shares1.2M

Event2025-12-31

Filed2026-02-12

ANIP

ANI PHARMACEUTICALS INC

42.91%

Shares486.2K

Event2025-12-31

Filed2026-02-12

ALKS

ALKERMES PLC

New

Shares1.3M

Event2025-12-31

Filed2026-02-12

LIVN

LIVANOVA PLC

New

Shares567.5K

Event2025-12-31

Filed2026-02-12

GSK PLC

190.45%

Shares639.0K

Event2025-12-31

Filed2026-02-12

GERN

GERON CORP

34.70%

Shares23.3M

Event2025-12-31

Filed2026-02-12

UTHR

UNITED THERAPEUTICS CORP DEL

-60.00%

Shares60.0K

Event2025-12-31

Filed2026-02-12

IMVT

IMMUNOVANT INC

New

Shares1.1M

Event2025-12-31

Filed2026-02-12

PCVX

VAXCYTE INC

New

Shares609.0K

Event2025-12-31

Filed2026-02-12

ALNY

ALNYLAM PHARMACEUTICALS INC

359.02%

Shares70.0K

Event2025-12-31

Filed2026-02-12

INSP

INSPIRE MED SYS INC

-58.88%

Shares299.4K

Event2025-12-31

Filed2026-02-12

VCEL

VERICEL CORP

53.43%

Shares764.0K

Event2025-12-31

Filed2026-02-12

ARGX

ARGENX SE

-54.30%

Shares31.7K

Event2025-12-31

Filed2026-02-12

RAPT THERAPEUTICS INC

42.03%

Shares764.0K

Event2025-12-31

Filed2026-02-12

NBIX

NEUROCRINE BIOSCIENCES INC

27.52%

Shares176.0K

Event2025-12-31

Filed2026-02-12

KINIKSA PHARMACEUTICALS INTL

291.33%

Shares587.0K

Event2025-12-31

Filed2026-02-12

EDAP

EDAP TMS S A

0.00%

Shares7.3M

Event2025-12-31

Filed2026-02-12

TFX

TELEFLEX INCORPORATED

New

Shares190.0K

Event2025-12-31

Filed2026-02-12

NRIX

NURIX THERAPEUTICS INC

-49.67%

Shares1.2M

Event2025-12-31

Filed2026-02-12

EWTX

EDGEWISE THERAPEUTICS INC

New

Shares910.0K

Event2025-12-31

Filed2026-02-12

INHIBIKASE THERAPEUTICS INC

71.94%

Shares10.9M

Event2025-12-31

Filed2026-02-12

PHVS

PHARVARIS N V

8.50%

Shares702.1K

Event2025-12-31

Filed2026-02-12

IVVD

INVIVYD INC

New

Shares7.7M

Event2025-12-31

Filed2026-02-12

CAPR

CAPRICOR THERAPEUTICS INC

New

Shares646.4K

Event2025-12-31

Filed2026-02-12

THC

TENET HEALTHCARE CORP

New

Shares92.5K

Event2025-12-31

Filed2026-02-12

RCUS

ARCUS BIOSCIENCES INC

New

Shares712.0K

Event2025-12-31

Filed2026-02-12

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares1.0M

Event2025-12-31

Filed2026-02-12

MBX

MBX BIOSCIENCES INC

48.69%

Shares408.9K

Event2025-12-31

Filed2026-02-12

RIGL

RIGEL PHARMACEUTICALS INC

-9.08%

Shares300.0K

Event2025-12-31

Filed2026-02-12

JBIO

JADE BIOSCIENCES INC

0.00%

Shares796.7K

Event2025-12-31

Filed2026-02-12

TRVI

TREVI THERAPEUTICS INC

3500.00%

Shares900.0K

Event2025-12-31

Filed2026-02-12

SION

SIONNA THERAPEUTICS INC

-35.07%

Shares268.5K

Event2025-12-31

Filed2026-02-12

SEPN

SEPTERNA INC

1999.50%

Shares383.4K

Event2025-12-31

Filed2026-02-12

KIDS

ORTHOPEDIATRICS CORP

310.51%

Shares525.4K

Event2025-12-31

Filed2026-02-12

TERN

TERNS PHARMACEUTICALS INC

-97.38%

Shares212.7K

Event2025-12-31

Filed2026-02-12

CIDARA THERAPEUTICS INC

-92.14%

Shares38.8K

Event2025-12-31

Filed2026-02-12

INSM

INSMED INC

1801.96%

Shares48.5K

Event2025-12-31

Filed2026-02-12

CERS

CERUS CORP

New

Shares4.0M

Event2025-12-31

Filed2026-02-12

ERAS

ERASCA INC

0.00%

Shares2.2M

Event2025-12-31

Filed2026-02-12

AVALO THERAPEUTICS INC

New

Shares442.0K

Event2025-12-31

Filed2026-02-12

CCCC

C4 THERAPEUTICS INC

-46.07%

Shares3.8M

Event2025-12-31

Filed2026-02-12

EOLS

EVOLUS INC

-26.21%

Shares1.1M

Event2025-12-31

Filed2026-02-12

CGON

CG ONCOLOGY INC

-41.38%

Shares170.0K

Event2025-12-31

Filed2026-02-12

ANAB

ANAPTYSBIO INC

-78.44%

Shares135.0K

Event2025-12-31

Filed2026-02-12

BLTE

BELITE BIO INC

-80.78%

Shares40.4K

Event2025-12-31

Filed2026-02-12

GPCR

STRUCTURE THERAPEUTICS INC

New

Shares90.0K

Event2025-12-31

Filed2026-02-12

ABVX

ABIVAX SA

New

Shares45.0K

Event2025-12-31

Filed2026-02-12

ORKA

ORUKA THERAPEUTICS INC

New

Shares190.0K

Event2025-12-31

Filed2026-02-12

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

New

Shares400.0K

Event2025-12-31

Filed2026-02-12

NEO

NEOGENOMICS INC

New

Shares427.5K

Event2025-12-31

Filed2026-02-12

NTRA

NATERA INC

New

Shares20.0K

Event2025-12-31

Filed2026-02-12

CALC

CALCIMEDICA INC

0.00%

Shares683.9K

Event2025-12-31

Filed2026-02-12

LUNG

PULMONX CORP

New

Shares2.0M

Event2025-12-31

Filed2026-02-12

COGT

COGENT BIOSCIENCES INC

New

Shares120.0K

Event2025-12-31

Filed2026-02-12

INDV

INDIVIOR PLC

-93.18%

Shares100.0K

Event2025-12-31

Filed2026-02-12

URGN

UROGEN PHARMA LTD

-77.91%

Shares150.0K

Event2025-12-31

Filed2026-02-12

TYRA

TYRA BIOSCIENCES INC

New

Shares125.0K

Event2025-12-31

Filed2026-02-12

KPTI

KARYOPHARM THERAPEUTICS INC

New

Shares440.0K

Event2025-12-31

Filed2026-02-12

ZYMEWORKS INC

New

Shares100.0K

Event2025-12-31

Filed2026-02-12

VKTX

VIKING THERAPEUTICS INC

New

Shares70.0K

Event2025-12-31

Filed2026-02-12

QDEL

QUIDELORTHO CORP

-80.00%

Shares75.0K

Event2025-12-31

Filed2026-02-12

INSPIREMD INC

-21.82%

Shares1.1M

Event2025-12-31

Filed2026-02-12

INHIBRX BIOSCIENCES INC

New

Shares25.0K

Event2025-12-31

Filed2026-02-12

ACLX

ARCELLX INC

-70.00%

Shares30.0K

Event2025-12-31

Filed2026-02-12

OLMA

OLEMA PHARMACEUTICALS INC

-88.73%

Shares69.9K

Event2025-12-31

Filed2026-02-12

BCAX

BICARA THERAPEUTICS INC

New

Shares100.0K

Event2025-12-31

Filed2026-02-12

KOD

KODIAK SCIENCES INC

205.44%

Shares60.0K

Event2025-12-31

Filed2026-02-12

GRAL

GRAIL INC

New

Shares11.0K

Event2025-12-31

Filed2026-02-12

GUTS

FRACTYL HEALTH INC

-84.00%

Shares400.0K

Event2025-12-31

Filed2026-02-12

STAA

STAAR SURGICAL CO

-95.00%

Shares25.0K

Event2025-12-31

Filed2026-02-12

VCYT

VERACYTE INC

-97.63%

Shares10.0K

Event2025-12-31

Filed2026-02-12

JASPER THERAPEUTICS INC

-86.62%

Shares200.0K

Event2025-12-31

Filed2026-02-12

QUOIN PHARMACEUTICALS LTD

New

Shares25.0K

Event2025-12-31

Filed2026-02-12

MDGL

MADRIGAL PHARMACEUTICALS INC

-99.27%

Shares500

Event2025-12-31

Filed2026-02-12

LBRX

LB PHARMACEUTICALS INC

-97.50%

Shares10.0K

Event2025-12-31

Filed2026-02-12

DYN

DYNE THERAPEUTICS INC

New

Shares10.0K

Event2025-12-31

Filed2026-02-12

DCTH

DELCATH SYS INC

0.00%

Shares10.0K

Event2025-12-31

Filed2026-02-12

TNGX

TANGO THERAPEUTICS INC

-96.67%

Shares10.0K

Event2025-12-31

Filed2026-02-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

XBI Put PutSPDR SERIES TRUST2.9M shares152.17%2025-12-312026-02-12

XBI Put

SPDR SERIES TRUST

152.17%

Shares2.9M

Event2025-12-31

Filed2026-02-12