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 |
|---|---|---|---|---|---|---|---|---|
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -92,500 | -100.0% | -$1,838.16万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -212,710 | -100.0% | -$859.35万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -38,811 | -100.0% | -$857.30万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -45,000 | -100.0% | -$606.85万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -400,000 | -100.0% | -$527.20万 | 清仓 |
| — | CALCIMEDICA INC | $0 | 0.00% | 0 | -683,904 | -100.0% | -$450.69万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$358.80万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$246.26万 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$214.20万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$195.60万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -69,874 | -100.0% | -$174.69万 | 清仓 |
| BCAX | BICARA THERAPEUTICS INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$168.30万 | 清仓 |
| KOD | KODIAK SCIENCES INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$167.76万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$94.15万 | 清仓 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$88.00万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$29.12万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$19.56万 | 清仓 |
| DCTH | DELCATH SYS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.10万 | 清仓 |