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Soleus Capital Management, L.P.
hedge fundUpdated 30 days agoManaged by Soleus Capital Management, L.P. • Latest filing Q2 2026
Portfolio value
$2.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
45.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $965.7M |
| Q2 2023 | $899.5M |
| Q3 2023 | $1.1B |
| Q4 2023 | $901.2M |
| Q1 2024 | $1.3B |
| Q2 2024 | $1.1B |
| Q3 2024 | $1.3B |
| Q4 2024 | $1.6B |
| Q1 2025 | $1.4B |
| Q2 2025 | $1.5B |
| Q3 2025 | $2B |
| Q4 2025 | $2.7B |
| Q1 2026 | $2.5B |
| Q2 2026 | $2.9B |
Top holdings
97 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | K KRYS KRYSTAL BIOTECH INC | $349.1M | 939.3K | 12.03% | — |
| 2 | C CELC CELCUITY INC | $178.3M | 1.70M | 6.14% | — |
| 3 | T TGTX TG THERAPEUTICS INC | $160.9M | 2.93M | 5.54% | — |
| 4 | P PODD INSULET CORP | $159.7M | 1.05M | 5.50% | — |
| 5 | N NVCR NOVOCURE LTD | $150.2M | 9.91M | 5.18% | — |
| 6 | U UTHR UNITED THERAPEUTICS CORP DEL | $122.2M | 225.6K | 4.21% | — |
| 7 | I INSP INSPIRE MED SYS INC | $86.2M | 1.93M | 2.97% | — |
| 8 | R RIGL RIGEL PHARMACEUTICALS INC | $72.1M | 1.84M | 2.49% | — |
| 9 | A ANIP ANI PHARMACEUTICALS INC | $71.8M | 867.8K | 2.48% | — |
| 10 | B BHPLF BETA BIONICS INC | $68.8M | 4.39M | 2.37% | — |
| 11 | V VCEL VERICEL CORP | $64.9M | 1.46M | 2.24% | — |
| 12 | P PRAX PRAXIS PRECISION MEDICINES I | $59.4M | 177.5K | 2.05% | — |
| 13 | G GERN GERON CORP | $54.8M | 42.81M | 1.89% | — |
| 14 | A ALKS ALKERMES PLC | $53.9M | 1.03M | 1.86% | — |
| 15 | E EQR ERASCA INC | $49.5M | 2.70M | 1.70% | — |
| 16 | N NPCE NEUROPACE INC | $46.3M | 2.91M | 1.59% | — |
| 17 | P PGNY PROGYNY INC | $46.2M | 1.60M | 1.59% | — |
| 18 | I INDV INDIVIOR PHARMACEUTICALS INC | $43.7M | 1.06M | 1.50% | — |
| 19 | P PBLS PARABILIS MEDICINES INC | $40.1M | 1.47M | 1.38% | — |
| 20 | F FOCL EDAP TMS S A | $37.9M | 7.31M | 1.30% | — |