Soleus Capital Management, L.P.
CIK 1802630
13F filing for Q2 2026・No. 1,314
- Holdings
- US$2.9B
- Quarter change
- +US$432.76M
- Entries
- 97
- Net bought (estimate)
- −US$139.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 18
- Cut 40
- Added 26
- Corporate actions 0
- Unchanged 9
Largest holdings
97 stocks worth US$2.9B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KRYSKRYSTAL BIOTECH INCCOM | Cut | 939,254 | US$349.09M | 12.03% |
| CELCUITY INCCOM | Added | 1,704,318 | US$178.31M | 6.14% |
| TGTXTG THERAPEUTICS INCCOM | Cut | 2,927,895 | US$160.86M | 5.54% |
| PODDINSULET CORPCOM | Added | 1,049,000 | US$159.71M | 5.50% |
| NOVOCURE LTDORD SHS | Cut | 9,913,401 | US$150.19M | 5.18% |
| UTHRUNITED THERAPEUTICS CORP DELCOM | Added | 225,587 | US$122.23M | 4.21% |
| INSPINSPIRE MED SYS INCCOM | Added | 1,931,436 | US$86.16M | 2.97% |
| RIGEL PHARMACEUTICALS INCCOM | Added | 1,843,504 | US$72.12M | 2.49% |
| ANI PHARMACEUTICALS INCCOM | Added | 867,760 | US$71.83M | 2.48% |
| BBNXBETA BIONICS INCCOM | Added | 4,393,714 | US$68.85M | 2.37% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.