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 |
|---|---|---|---|---|---|---|---|---|
| KRYS | KRYSTAL BIOTECH INC | $3.49亿 | 12.03% | 939,254 | -213,833 | -18.5% | -$7,947.53万 | 减仓 |
| CELC | CELCUITY INC | $1.78亿 | 6.14% | 1,704,318 | 419,940 | 32.7% | $4,393.41万 | 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 |
| PODD | INSULET CORP | $1.60亿 | 5.50% | 1,049,000 | 486,500 | 86.5% | $7,406.96万 | 加仓 |
| NVCR | NOVOCURE LTD | $1.50亿 | 5.18% | 9,913,401 | -578,990 | -5.5% | -$877.17万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.22亿 | 4.21% | 225,587 | 38,400 | 20.5% | $2,080.63万 | 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 |
| 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 |
| ANIP | ANI PHARMACEUTICALS INC | $7,183.32万 | 2.48% | 867,760 | 47,517 | 5.8% | $393.35万 | 加仓 |
| BBNX | BETA BIONICS INC | $6,884.95万 | 2.37% | 4,393,714 | 39,213 | 0.9% | $61.45万 | 加仓 |
| VCEL | VERICEL CORP | $6,491.77万 | 2.24% | 1,459,152 | -1,089,927 | -42.8% | -$4,849.09万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $5,943.09万 | 2.05% | 177,517 | -153,000 | -46.3% | -$5,122.29万 | 减仓 |
| GERN | GERON CORP | $5,479.51万 | 1.89% | 42,808,659 | 1,300,000 | 3.1% | $166.40万 | 加仓 |
| ALKS | ALKERMES PLC | $5,392.77万 | 1.86% | 1,029,252 | -941,612 | -47.8% | -$4,933.58万 | 减仓 |
| ERAS | ERASCA INC | $4,946.40万 | 1.70% | 2,700,000 | 537,838 | 24.9% | $985.32万 | 重新持有 |
| NPCE | NEUROPACE INC | $4,625.77万 | 1.59% | 2,911,122 | -21,085 | -0.7% | -$33.50万 | 减仓 |
| PGNY | PROGYNY INC | $4,618.57万 | 1.59% | 1,602,000 | -465,000 | -22.5% | -$1,340.60万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $4,365.59万 | 1.50% | 1,064,000 | -210,000 | -16.5% | -$861.63万 | 减仓 |
| PBLS | PARABILIS MEDICINES INC | $4,009.90万 | 1.38% | 1,465,070 | 1,465,070 | — | $4,009.90万 | 新建仓 |
| — | EDAP TMS S A | $3,786.19万 | 1.30% | 7,309,254 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $3,704.95万 | 1.28% | 468,922 | -260,545 | -35.7% | -$2,058.57万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $3,603.22万 | 1.24% | 1,168,738 | 716,755 | 158.6% | $2,209.76万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $3,558.89万 | 1.23% | 1,628,039 | -98,869 | -5.7% | -$216.13万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $3,554.49万 | 1.22% | 1,465,163 | 527,000 | 56.2% | $1,278.50万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $3,480.04万 | 1.20% | 1,205,000 | 1,205,000 | — | $3,480.04万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $3,445.63万 | 1.19% | 1,550,690 | 753,946 | 94.6% | $1,675.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,325.04万 | 1.15% | 80,000 | 80,000 | — | $3,325.04万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $3,058.40万 | 1.05% | 1,654,978 | 1,213,000 | 274.4% | $2,241.62万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $3,053.70万 | 1.05% | 829,810 | 102,810 | 14.1% | $378.34万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $2,844.34万 | 0.98% | 515,279 | 336,382 | 188.0% | $1,856.83万 | 加仓 |
| PALI | PALISADE BIO INC | $2,730.31万 | 0.94% | 13,063,687 | 13,063,687 | — | $2,730.31万 | 新建仓 |
| PHVS | PHARVARIS N V | $2,527.48万 | 0.87% | 730,907 | 28,855 | 4.1% | $99.78万 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $2,464.25万 | 0.85% | 10,140,951 | 55,000 | 0.5% | $13.37万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $2,418.52万 | 0.83% | 520,000 | 520,000 | — | $2,418.52万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2,264.77万 | 0.78% | 1,003,000 | 843,000 | 526.9% | $1,903.49万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $2,216.33万 | 0.76% | 709,000 | 259,000 | 57.6% | $809.63万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $2,207.62万 | 0.76% | 10,875,000 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $2,199.99万 | 0.76% | 1,179,618 | -440,382 | -27.2% | -$821.31万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,149.02万 | 0.74% | 375,572 | -275,000 | -42.3% | -$1,573.55万 | 减仓 |
| LIVN | LIVANOVA PLC | $2,096.51万 | 0.72% | 254,957 | -327,543 | -56.2% | -$2,693.39万 | 减仓 |
| ARGX | ARGENX SE | $1,851.37万 | 0.64% | 19,955 | 16,455 | 470.1% | $1,526.65万 | 加仓 |
| NVCT | NUVECTIS PHARMA INC | $1,839.00万 | 0.63% | 1,000,000 | 1,000,000 | — | $1,839.00万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1,834.26万 | 0.63% | 761,737 | 115,347 | 17.8% | $277.76万 | 重新持有 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,831.96万 | 0.63% | 450,889 | -999,026 | -68.9% | -$4,059.04万 | 减仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $1,800.68万 | 0.62% | 3,378,378 | 3,378,378 | — | $1,800.68万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,611.61万 | 0.56% | 267,000 | -25,000 | -8.6% | -$150.90万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $1,577.52万 | 0.54% | 3,377,981 | -425,961 | -11.2% | -$198.92万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,575.43万 | 0.54% | 246,353 | -275,000 | -52.7% | -$1,758.62万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $1,400.59万 | 0.48% | 732,144 | 116,697 | 19.0% | $223.24万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $1,379.35万 | 0.48% | 419,000 | 419,000 | — | $1,379.35万 | 新建仓 |
| — | BIODESIX INC | $1,321.34万 | 0.46% | 585,958 | 169,359 | 40.7% | $381.90万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,305.07万 | 0.45% | 147,000 | 147,000 | — | $1,305.07万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,076.42万 | 0.37% | 104,629 | -1,122,000 | -91.5% | -$1.15亿 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,019.00万 | 0.35% | 1,000,000 | -1,002,000 | -50.0% | -$1,021.04万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $994.90万 | 0.34% | 33,050 | -98,600 | -74.9% | -$2,968.16万 | 减仓 |
| IMVT | IMMUNOVANT INC | $970.96万 | 0.33% | 252,000 | 22,000 | 9.6% | $84.77万 | 加仓 |
| INSM | INSMED INC | $962.25万 | 0.33% | 90,250 | 80,000 | 780.5% | $852.96万 | 加仓 |
| SEPN | SEPTERNA INC | $920.98万 | 0.32% | 275,000 | 0 | 0.0% | — | 不变 |
| SOPH | SOPHIA GENETICS SA | $903.00万 | 0.31% | 1,565,000 | -285,000 | -15.4% | -$164.44万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $896.10万 | 0.31% | 128,362 | 128,362 | — | $896.10万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $878.02万 | 0.30% | 75,000 | -325,306 | -81.3% | -$3,808.36万 | 减仓 |
| AORT | ARTIVION INC | $871.84万 | 0.30% | 388,000 | 388,000 | — | $871.84万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $867.67万 | 0.30% | 575,000 | -208,000 | -26.6% | -$313.87万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $840.81万 | 0.29% | 165,677 | -65,192 | -28.2% | -$330.85万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $781.65万 | 0.27% | 177,687 | -115,813 | -39.5% | -$509.46万 | 减仓 |
| BLTE | BELITE BIO INC | $777.99万 | 0.27% | 50,524 | 10,170 | 25.2% | $156.60万 | 重新持有 |
| CERS | CERUS CORP | $730.00万 | 0.25% | 2,500,000 | -8,253,700 | -76.8% | -$2,410.08万 | 减仓 |
| SLN | SILENCE THERAPEUTICS PLC | $691.74万 | 0.24% | 630,000 | 630,000 | — | $691.74万 | 新建仓 |
| IMUX | IMMUNIC INC | $691.65万 | 0.24% | 450,000 | 450,000 | — | $691.65万 | 新建仓 |
| IVVD | INVIVYD INC | $672.51万 | 0.23% | 7,708,727 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $642.50万 | 0.22% | 50,000 | -153,000 | -75.4% | -$1,966.05万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $582.74万 | 0.20% | 842,106 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $574.27万 | 0.20% | 107,000 | 27,000 | 33.8% | $144.91万 | 加仓 |
| EOLS | EVOLUS INC | $570.76万 | 0.20% | 822,428 | -1,422,932 | -63.4% | -$987.51万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $466.35万 | 0.16% | 405,523 | 405,523 | — | $466.35万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $460.75万 | 0.16% | 950,000 | 950,000 | — | $460.75万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $429.88万 | 0.15% | 440,000 | 0 | 0.0% | — | 不变 |
| — | CONTEXT THERAPEUTICS INC | $391.23万 | 0.13% | 7,063,141 | 100,000 | 1.4% | $5.54万 | 加仓 |
| — | PULMONX CORP | $362.48万 | 0.12% | 2,788,323 | 0 | 0.0% | — | 不变 |
| SABS | SAB BIOTHERAPEUTICS INC | $351.00万 | 0.12% | 900,000 | -150,000 | -14.3% | -$58.50万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $349.54万 | 0.12% | 101,684 | -20,000 | -16.4% | -$68.75万 | 减仓 |
| AXGN | AXOGEN INC | $263.45万 | 0.09% | 57,036 | -622,134 | -91.6% | -$2,873.64万 | 减仓 |
| — | SATELLOS BIOSCIENCE INC | $244.41万 | 0.08% | 314,359 | -100,000 | -24.1% | -$77.75万 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $173.70万 | 0.06% | 50,000 | 50,000 | — | $173.70万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $170.88万 | 0.06% | 19,653 | -265,878 | -93.1% | -$2,311.81万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $149.85万 | 0.05% | 150,000 | 150,000 | — | $149.85万 | 新建仓 |
| VCYT | VERACYTE INC | $146.82万 | 0.05% | 25,000 | -294,912 | -92.2% | -$1,732.02万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $91.05万 | 0.03% | 50,000 | -360,200 | -87.8% | -$655.92万 | 减仓 |
| — | INSPIREMD INC | $73.21万 | 0.03% | 1,045,708 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $68.65万 | 0.02% | 10,000 | 10,000 | — | $68.65万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $62.40万 | 0.02% | 150,000 | -850,000 | -85.0% | -$353.60万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $57.37万 | 0.02% | 188,102 | -878,858 | -82.4% | -$268.05万 | 减仓 |
| CGON | CG ONCOLOGY INC | $35.52万 | 0.01% | 5,000 | -15,000 | -75.0% | -$106.58万 | 减仓 |
| — | QUOIN PHARMACEUTICALS LTD | $35.20万 | 0.01% | 72,730 | 0 | 0.0% | — | 不变 |
| EQ | EQUILLIUM INC | $28.80万 | 0.01% | 90,000 | 90,000 | — | $28.80万 | 新建仓 |
| NTRA | NATERA INC | $27.14万 | 0.01% | 1,000 | -118,000 | -99.2% | -$3,203.11万 | 减仓 |
| NEO | NEOGENOMICS INC | $14.59万 | 0.01% | 10,000 | -165,000 | -94.3% | -$240.74万 | 减仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -385,472 | -100.0% | -$2,239.98万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -192,000 | -100.0% | -$2,124.67万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -546,000 | -100.0% | -$1,622.17万 | 清仓 |