Soleus Capital Management, L.P.
GREENWICH CT · SEC CIK 0001802630
$29.02亿2026Q2 申报市值
97持仓数
48.9%前十大占比 · 第一大 12.0%
19 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PODD 加仓+$7,406.96万
RIGL 加仓+$7,172.67万
INSP 加仓+$6,045.27万
CELC 加仓+$4,393.41万
PBLS 新建仓+$4,009.90万
2026Q2 卖出最多 按季末市值估算
TWST 减仓-$1.15亿
KRYS 减仓-$7,947.53万
TGTX 减仓-$6,051.22万
PRAX 减仓-$5,122.29万
ALKS 减仓-$4,933.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ERAS | ERASCA INC | $4,946.40万 | 1.70% | 2,700,000 | 537,838 | 24.9% | $985.32万 | 重新持有 |
| ALKS | ALKERMES PLC | $5,392.77万 | 1.86% | 1,029,252 | -941,612 | -47.8% | -$4,933.58万 | 减仓 |
| GERN | GERON CORP | $5,479.51万 | 1.89% | 42,808,659 | 1,300,000 | 3.1% | $166.40万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $5,943.09万 | 2.05% | 177,517 | -153,000 | -46.3% | -$5,122.29万 | 减仓 |
| VCEL | VERICEL CORP | $6,491.77万 | 2.24% | 1,459,152 | -1,089,927 | -42.8% | -$4,849.09万 | 减仓 |
| BBNX | BETA BIONICS INC | $6,884.95万 | 2.37% | 4,393,714 | 39,213 | 0.9% | $61.45万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $7,183.32万 | 2.48% | 867,760 | 47,517 | 5.8% | $393.35万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $7,211.79万 | 2.49% | 1,843,504 | 1,833,504 | 18,335.0% | $7,172.67万 | 加仓 |
| INSP | INSPIRE MED SYS INC | $8,616.14万 | 2.97% | 1,931,436 | 1,355,137 | 235.1% | $6,045.27万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.22亿 | 4.21% | 225,587 | 38,400 | 20.5% | $2,080.63万 | 加仓 |
| NVCR | NOVOCURE LTD | $1.50亿 | 5.18% | 9,913,401 | -578,990 | -5.5% | -$877.17万 | 减仓 |
| PODD | INSULET CORP | $1.60亿 | 5.50% | 1,049,000 | 486,500 | 86.5% | $7,406.96万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $1.61亿 | 5.54% | 2,927,895 | -1,101,424 | -27.3% | -$6,051.22万 | 减仓 |
| CELC | CELCUITY INC | $1.78亿 | 6.14% | 1,704,318 | 419,940 | 32.7% | $4,393.41万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $3.49亿 | 12.03% | 939,254 | -213,833 | -18.5% | -$7,947.53万 | 减仓 |