EdgeMarket › What Soleus Capital Management, L.P. reported owning
What Soleus Capital Management, L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
93Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| KRYS Krystal Biotech, Inc. | 297.9M | 12.1% | 1.2M | 346.58 | +137.6% |
| CELC Celcuity Inc. | 146.6M | 5.9% | 1.3M | 93.53 | +91.8% |
| TGTX TG THERAPEUTICS, INC. | 133.9M | 5.4% | 4.0M | 54.27 | +91.7% |
| PODD INSULET CORP | 118.0M | 4.8% | 562.5K | 148.16 | -55.5% |
| NVCR NovoCure Ltd | 114.4M | 4.6% | 10.5M | 17.10 | +45.2% |
| UTHR UNITED THERAPEUTICS Corp | 111.0M | 4.5% | 187.2K | 513.12 | +67.4% |
| PRAX Praxis Precision Medicines, Inc. | 106.5M | 4.3% | 330.5K | 375.94 | +730.8% |
| VCEL Vericel Corp | 82.0M | 3.3% | 2.5M | 42.68 | +20.7% |
| ALKS Alkermes plc. | 69.7M | 2.8% | 2.0M | 48.33 | +66.8% |
| ANIP ANI PHARMACEUTICALS INC | 63.1M | 2.6% | 820.2K | 75.35 | -16.9% |
| GMED GLOBUS MEDICAL INC | 62.9M | 2.5% | 729.5K | 86.91 | +43.1% |
| GERN GERON CORP | 61.8M | 2.5% | 41.5M | 1.52 | +9.4% |
| TWST Twist Bioscience Corp | 58.3M | 2.4% | 1.2M | 145.59 | +450.4% |
| EWTX Edgewise Therapeutics, Inc. | 45.7M | 1.8% | 1.4M | 44.18 | +219.2% |
| BBNX Beta Bionics, Inc. | 43.6M | 1.8% | 4.4M | 19.05 | +24.5% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 43.6M | 1.8% | 131.7K | 236.22 | -48.5% |
| SNDX Syndax Pharmaceuticals Inc | 40.3M | 1.6% | 1.7M | 19.65 | +24.8% |
| INDV Indivior Pharmaceuticals, Inc. | 38.8M | 1.6% | 1.3M | 36.87 | +52.7% |
| NPCE NeuroPace Inc | 38.6M | 1.6% | 2.9M | 14.03 | +62.0% |
| LIVN LivaNova PLC | 37.0M | 1.5% | 582.5K | 78.74 | +47.5% |
| MIRM Mirum Pharmaceuticals, Inc. | 37.0M | 1.5% | 400.3K | 96.31 | +44.4% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 36.8M | 1.5% | 650.6K | 66.70 | +15.1% |
| PGNY Progyny, Inc. | 35.1M | 1.4% | 2.1M | 25.65 | +13.7% |
| INSP Inspire Medical Systems, Inc. | 29.7M | 1.2% | 576.3K | 62.36 | -33.0% |
| FOCL EDAP TMS SA | 27.2M | 1.1% | 7.3M | 4.13 | +200.4% |
| KNSA Kiniksa Pharmaceuticals International, plc | 25.1M | 1.0% | 521.4K | 79.03 | +138.0% |
| MRK Merck & Co., Inc. | 24.4M | 1.0% | 203.0K | 152.55 | +80.2% |
| ORGO Organogenesis Holdings Inc. | 23.9M | 1.0% | 10.1M | 1.80 | -60.7% |
| NTRA Natera, Inc. | 23.8M | 1.0% | 119.0K | 332.03 | +106.7% |
| AXGN Axogen, Inc. | 22.5M | 0.9% | 679.2K | 50.40 | +223.9% |
| PCVX Vaxcyte, Inc. | 22.4M | 0.9% | 385.5K | 62.62 | +100.3% |
| ICLR ICON PLC | 21.2M | 0.9% | 192.0K | 172.23 | -4.4% |
| PHVS Pharvaris N.V. | 19.8M | 0.8% | 702.1K | 36.27 | +57.7% |
| CERS CERUS CORP | 19.6M | 0.8% | 10.8M | 2.81 | +142.2% |
| TRVI Trevi Therapeutics, Inc. | 19.3M | 0.8% | 1.6M | 17.96 | +142.0% |
| IKT Inhibikase Therapeutics, Inc. | 18.3M | 0.7% | 10.9M | 2.39 | +42.3% |
| CNTX Context Therapeutics Inc. | 18.2M | 0.7% | 7.0M | 0.50 | -44.7% |
| VIR Vir Biotechnology, Inc. | 17.9M | 0.7% | 2.0M | 9.78 | +124.3% |
| XENE Xenon Pharmaceuticals Inc. | 17.0M | 0.7% | 292.0K | 60.77 | +61.5% |
| TVTX Travere Therapeutics, Inc. | 16.2M | 0.7% | 546.0K | 65.71 | +265.7% |
| TNDM TANDEM DIABETES CARE INC | 15.0M | 0.6% | 783.0K | 22.32 | +109.0% |
| NRIX Nurix Therapeutics, Inc. | 14.5M | 0.6% | 938.2K | 26.72 | +180.4% |
| URGN UroGen Pharma Ltd. | 13.1M | 0.5% | 727.0K | 46.86 | +142.7% |
| SION Sionna Therapeutics, Inc. | 11.8M | 0.5% | 293.5K | 5.29 | -76.8% |
| CORT CORCEPT THERAPEUTICS INC | 11.5M | 0.5% | 285.5K | 122.25 | +73.7% |
| JBIO Jade Biosciences, Inc. | 11.2M | 0.5% | 796.7K | 21.34 | +211.5% |
| VCYT VERACYTE, INC. | 10.3M | 0.4% | 319.9K | 42.31 | +43.5% |
| IVVD Invivyd, Inc. | 10.0M | 0.4% | 7.7M | 1.00 | +57.2% |
| CCCC C4 Therapeutics, Inc. | 10.0M | 0.4% | 3.8M | 4.00 | +53.8% |
| KIDS ORTHOPEDIATRICS CORP | 9.8M | 0.4% | 615.4K | 25.65 | +31.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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