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 |
|---|---|---|---|---|---|---|---|---|
| KRYS | KRYSTAL BIOTECH INC | $2.98亿 | 12.06% | 1,153,087 | 212,028 | 22.5% | $5,477.11万 | 加仓 |
| CELC | CELCUITY INC | $1.47亿 | 5.94% | 1,284,378 | -523,880 | -29.0% | -$5,979.57万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $1.34亿 | 5.42% | 4,029,319 | 890,007 | 28.4% | $2,956.60万 | 加仓 |
| PODD | INSULET CORP | $1.18亿 | 4.78% | 562,500 | 412,500 | 275.0% | $8,655.90万 | 加仓 |
| NVCR | NOVOCURE LTD | $1.14亿 | 4.63% | 10,492,391 | 1,961,726 | 23.0% | $2,138.28万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.11亿 | 4.50% | 187,187 | 127,187 | 212.0% | $7,541.93万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1.06亿 | 4.31% | 330,517 | -32,449 | -8.9% | -$1,045.47万 | 减仓 |
| VCEL | VERICEL CORP | $8,200.39万 | 3.32% | 2,549,079 | 1,785,079 | 233.6% | $5,742.60万 | 加仓 |
| ALKS | ALKERMES PLC | $6,968.98万 | 2.82% | 1,970,864 | 648,500 | 49.0% | $2,293.10万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $6,307.67万 | 2.55% | 820,243 | 334,000 | 68.7% | $2,568.46万 | 加仓 |
| GMED | GLOBUS MED INC | $6,285.09万 | 2.55% | 729,467 | -157,533 | -17.8% | -$1,357.30万 | 减仓 |
| GERN | GERON CORP | $6,184.79万 | 2.50% | 41,508,659 | 18,218,659 | 78.2% | $2,714.58万 | 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 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4,567.23万 | 1.85% | 1,449,915 | 539,915 | 59.3% | $1,700.73万 | 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 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4,355.90万 | 1.76% | 131,650 | 61,650 | 88.1% | $2,039.81万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $4,034.06万 | 1.63% | 1,726,908 | -520,202 | -23.1% | -$1,215.19万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $3,883.15万 | 1.57% | 1,274,000 | 1,274,000 | — | $3,883.15万 | 新建仓 |
| NPCE | NEUROPACE INC | $3,855.85万 | 1.56% | 2,932,207 | 228,999 | 8.5% | $301.13万 | 加仓 |
| LIVN | LIVANOVA PLC | $3,702.37万 | 1.50% | 582,500 | 15,000 | 2.6% | $95.34万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,698.03万 | 1.50% | 400,306 | -173,308 | -30.2% | -$1,601.02万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,675.08万 | 1.49% | 650,572 | -669,428 | -50.7% | -$3,781.60万 | 减仓 |
| PGNY | PROGYNY INC | $3,509.77万 | 1.42% | 2,067,000 | 2,067,000 | — | $3,509.77万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $2,972.55万 | 1.20% | 576,299 | 276,900 | 92.5% | $1,428.25万 | 加仓 |
| — | EDAP TMS S A | $2,719.04万 | 1.10% | 7,309,254 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $2,510.31万 | 1.02% | 521,353 | -65,647 | -11.2% | -$316.09万 | 减仓 |
| MRK | MERCK & CO INC | $2,441.89万 | 0.99% | 203,000 | 203,000 | — | $2,441.89万 | 新建仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $2,390.37万 | 0.97% | 10,085,951 | 100,000 | 1.0% | $23.70万 | 加仓 |
| NTRA | NATERA INC | $2,379.88万 | 0.96% | 119,000 | 99,000 | 495.0% | $1,979.90万 | 加仓 |
| AXGN | AXOGEN INC | $2,250.09万 | 0.91% | 679,170 | -527,685 | -43.7% | -$1,748.22万 | 减仓 |
| PCVX | VAXCYTE INC | $2,239.98万 | 0.91% | 385,472 | -223,486 | -36.7% | -$1,298.68万 | 减仓 |
| ICLR | ICON PLC | $2,124.67万 | 0.86% | 192,000 | 192,000 | — | $2,124.67万 | 新建仓 |
| PHVS | PHARVARIS N V | $1,983.30万 | 0.80% | 702,052 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $1,957.17万 | 0.79% | 10,753,700 | 6,753,700 | 168.8% | $1,229.17万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $1,932.66万 | 0.78% | 1,620,000 | 720,000 | 80.0% | $858.96万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,827.00万 | 0.74% | 10,875,000 | 0 | 0.0% | — | 不变 |
| — | CONTEXT THERAPEUTICS INC | $1,824.34万 | 0.74% | 6,963,141 | 6,963,141 | — | $1,824.34万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,793.79万 | 0.73% | 2,002,000 | 2,002,000 | — | $1,793.79万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,697.98万 | 0.69% | 292,000 | 292,000 | — | $1,697.98万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,622.17万 | 0.66% | 546,000 | 546,000 | — | $1,622.17万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $1,501.01万 | 0.61% | 783,000 | 783,000 | — | $1,501.01万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,454.15万 | 0.59% | 938,163 | -281,231 | -23.1% | -$435.91万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $1,307.15万 | 0.53% | 727,000 | 577,000 | 384.7% | $1,037.45万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $1,176.64万 | 0.48% | 293,500 | 25,000 | 9.3% | $100.22万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,150.98万 | 0.47% | 285,531 | 285,531 | — | $1,150.98万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $1,119.43万 | 0.45% | 796,744 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $1,030.44万 | 0.42% | 319,912 | 309,912 | 3,099.1% | $998.23万 | 加仓 |
| IVVD | INVIVYD INC | $1,002.13万 | 0.41% | 7,708,727 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $1,000.44万 | 0.41% | 3,803,942 | 0 | 0.0% | — | 不变 |
| KIDS | ORTHOPEDIATRICS CORP | $976.71万 | 0.40% | 615,447 | 90,000 | 17.1% | $142.83万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $976.28万 | 0.40% | 451,983 | -260,000 | -36.5% | -$561.60万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $941.40万 | 0.38% | 450,000 | 440,000 | 4,400.0% | $920.48万 | 加仓 |
| EOLS | EVOLUS INC | $922.84万 | 0.37% | 2,245,360 | 1,175,360 | 109.8% | $483.07万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $915.75万 | 0.37% | 1,850,000 | 1,850,000 | — | $915.75万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $905.01万 | 0.37% | 230,869 | -794,131 | -77.5% | -$3,112.99万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $880.71万 | 0.36% | 131,000 | 106,000 | 424.0% | $712.64万 | 加仓 |
| DXCM | DEXCOM INC | $879.20万 | 0.36% | 140,000 | -1,157,094 | -89.2% | -$7,266.55万 | 减仓 |
| SEPN | SEPTERNA INC | $660.83万 | 0.27% | 275,000 | -108,368 | -28.3% | -$260.41万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $659.87万 | 0.27% | 441,978 | 0 | 0.0% | — | 不变 |
| — | BIODESIX INC | $604.07万 | 0.24% | 416,599 | 416,599 | — | $604.07万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $586.11万 | 0.24% | 842,106 | 842,106 | — | $586.11万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $582.89万 | 0.24% | 410,200 | 410,200 | — | $582.89万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $571.32万 | 0.23% | 230,000 | -880,000 | -79.3% | -$2,185.92万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $534.01万 | 0.22% | 178,897 | -230,003 | -56.2% | -$686.56万 | 减仓 |
| — | IMMUNIC INC | $499.50万 | 0.20% | 4,500,000 | 2,919,993 | 184.8% | $324.12万 | 重新持有 |
| LRMR | LARIMAR THERAPEUTICS INC | $480.13万 | 0.19% | 1,066,960 | 1,066,960 | — | $480.13万 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC | $410.63万 | 0.17% | 166,381 | -33,619 | -16.8% | -$82.97万 | 重新持有 |
| SABS | SAB BIOTHERAPEUTICS INC | $402.15万 | 0.16% | 1,050,000 | 1,050,000 | — | $402.15万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $400.16万 | 0.16% | 160,000 | 160,000 | — | $400.16万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $385.60万 | 0.16% | 80,000 | -10,000 | -11.1% | -$48.20万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $376.13万 | 0.15% | 121,684 | 96,684 | 386.7% | $298.85万 | 重新持有 |
| — | PULMONX CORP | $359.69万 | 0.15% | 2,788,323 | 750,000 | 36.8% | $96.75万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $351.00万 | 0.14% | 1,000,000 | 23,293 | 2.4% | $8.18万 | 重新持有 |
| ARGX | ARGENX SE | $255.59万 | 0.10% | 3,500 | -28,226 | -89.0% | -$2,061.20万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $245.08万 | 0.10% | 440,000 | 0 | 0.0% | — | 不变 |
| — | SATELLOS BIOSCIENCE INC | $233.28万 | 0.09% | 414,359 | 414,359 | — | $233.28万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $178.56万 | 0.07% | 28,479 | 28,479 | — | $178.56万 | 新建仓 |
| — | INSPIREMD INC | $170.45万 | 0.07% | 1,045,708 | -104,292 | -9.1% | -$17.00万 | 减仓 |
| INSM | INSMED INC | $167.61万 | 0.07% | 10,250 | -38,250 | -78.9% | -$625.46万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $141.00万 | 0.06% | 300,000 | 300,000 | — | $141.00万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $135.36万 | 0.05% | 20,000 | -150,000 | -88.2% | -$1,015.20万 | 减仓 |
| NEO | NEOGENOMICS INC | $129.85万 | 0.05% | 175,000 | -252,504 | -59.1% | -$187.36万 | 减仓 |
| — | QUOIN PHARMACEUTICALS LTD | $48.00万 | 0.02% | 72,730 | 47,730 | 190.9% | $31.50万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $38.49万 | 0.02% | 10,000 | -110,000 | -91.7% | -$423.39万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $38.30万 | 0.02% | 10,000 | -115,000 | -92.0% | -$440.45万 | 减仓 |
| STAA | STAAR SURGICAL CO | $37.40万 | 0.02% | 20,000 | -5,000 | -20.0% | -$9.35万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $33.28万 | 0.01% | 6,000 | -129,000 | -95.6% | -$715.43万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $31.29万 | 0.01% | 10,000 | -70,000 | -87.5% | -$219.03万 | 重新持有 |
| RIGL | RIGEL PHARMACEUTICALS INC | $27.04万 | 0.01% | 10,000 | -290,034 | -96.7% | -$784.25万 | 减仓 |
| ZYME | ZYMEWORKS INC | $25.04万 | 0.01% | 10,000 | -90,000 | -90.0% | -$225.36万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $24.66万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $24.52万 | 0.01% | 5,000 | -185,000 | -97.4% | -$907.42万 | 减仓 |
| — | JASPER THERAPEUTICS INC | $24.21万 | 0.01% | 276,312 | 76,312 | 38.2% | $6.69万 | 加仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -2,900,000 | -100.0% | -$3.54亿 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -5,207,284 | -100.0% | -$7,415.17万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -639,000 | -100.0% | -$3,133.66万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -764,000 | -100.0% | -$2,587.67万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -175,982 | -100.0% | -$2,495.95万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -190,000 | -100.0% | -$2,318.76万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |