Soleus Capital Management, L.P.
GREENWICH CT · SEC CIK 0001802630
$24.69亿2026Q1 申报市值
93持仓数
50.3%前十大占比 · 第一大 12.1%
20 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PODD 加仓+$8,655.90万
UTHR 加仓+$7,541.93万
VCEL 加仓+$5,742.60万
KRYS 加仓+$5,477.11万
SUPN 新建仓+$3,883.15万
2026Q1 卖出最多 按季末市值估算
AMICUS THERAPEUT 清仓-$7,415.17万
DXCM 减仓-$7,266.55万
CELC 减仓-$5,979.57万
BMRN 减仓-$3,781.60万
GSK 清仓-$3,133.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LIVN | LIVANOVA PLC | $3,702.37万 | 1.50% | 582,500 | 15,000 | 2.6% | $95.34万 | 加仓 |
| NPCE | NEUROPACE INC | $3,855.85万 | 1.56% | 2,932,207 | 228,999 | 8.5% | $301.13万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $3,883.15万 | 1.57% | 1,274,000 | 1,274,000 | — | $3,883.15万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $4,034.06万 | 1.63% | 1,726,908 | -520,202 | -23.1% | -$1,215.19万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4,355.90万 | 1.76% | 131,650 | 61,650 | 88.1% | $2,039.81万 | 加仓 |
| BBNX | BETA BIONICS INC | $4,363.21万 | 1.77% | 4,354,501 | 1,819,936 | 71.8% | $1,823.58万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4,567.23万 | 1.85% | 1,449,915 | 539,915 | 59.3% | $1,700.73万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $5,828.94万 | 2.36% | 1,226,629 | -635,173 | -34.1% | -$3,018.34万 | 减仓 |
| GERN | GERON CORP | $6,184.79万 | 2.50% | 41,508,659 | 18,218,659 | 78.2% | $2,714.58万 | 加仓 |
| GMED | GLOBUS MED INC | $6,285.09万 | 2.55% | 729,467 | -157,533 | -17.8% | -$1,357.30万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $6,307.67万 | 2.55% | 820,243 | 334,000 | 68.7% | $2,568.46万 | 加仓 |
| ALKS | ALKERMES PLC | $6,968.98万 | 2.82% | 1,970,864 | 648,500 | 49.0% | $2,293.10万 | 加仓 |
| VCEL | VERICEL CORP | $8,200.39万 | 3.32% | 2,549,079 | 1,785,079 | 233.6% | $5,742.60万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.06亿 | 4.31% | 330,517 | -32,449 | -8.9% | -$1,045.47万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.11亿 | 4.50% | 187,187 | 127,187 | 212.0% | $7,541.93万 | 加仓 |
| NVCR | NOVOCURE LTD | $1.14亿 | 4.63% | 10,492,391 | 1,961,726 | 23.0% | $2,138.28万 | 加仓 |
| PODD | INSULET CORP | $1.18亿 | 4.78% | 562,500 | 412,500 | 275.0% | $8,655.90万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $1.34亿 | 5.42% | 4,029,319 | 890,007 | 28.4% | $2,956.60万 | 加仓 |
| CELC | CELCUITY INC | $1.47亿 | 5.94% | 1,284,378 | -523,880 | -29.0% | -$5,979.57万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2.98亿 | 12.06% | 1,153,087 | 212,028 | 22.5% | $5,477.11万 | 加仓 |