2026 Q2 Portfolio Activity
In 2026 Q2, Soleus Capital Management, L.P. maintained a portfolio of 115 distinct positions. The most significant new addition was ERASCA INC, now representing 1.70% of the total fund value. They heavily accumulated shares in RIGEL PHARMACEUTICALS INC, increasing the position by 18335.0%. The fund also reduced its exposure to PRAXIS PRECISION MEDICINES I by 46.3%.
Position History
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Total Positions
115
Quarter
2026 Q2
Top Holding
KRYS (12.0%)
Top 10 Concentration
48.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 115
Soleus Capital Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 12.03% | 12.06% |
#1
Prev: #1
|
6.5 |
—
|
-213,833 | -18.5% |
P
S
|
939,254 | $349,092,534 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CELC
CELCUITY INC
|
Healthcare | 6.14% | 5.94% |
#2
Prev: #2
|
6.5 |
—
|
419,940 | 32.7% |
P
S
|
1,704,318 | $178,305,749 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TGTX
TG THERAPEUTICS...
|
Healthcare | 5.54% | 5.42% |
#3
Prev: #3
|
3.2 |
—
|
-1,101,424 | -27.3% |
P
S
|
2,927,895 | $160,858,551 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PODD
INSULET CORP
|
Healthcare | 5.50% | 4.78% |
#4
Prev: #4
|
5.7 |
—
|
486,500 | 86.5% |
P
S
|
1,049,000 | $159,710,250 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVCR
NOVOCURE LTD
|
Healthcare | 5.18% | 4.63% |
#5
Prev: #5
|
3.1 |
—
|
-578,990 | -5.5% |
P
S
|
9,913,401 | $150,188,025 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 4.21% | 4.50% |
#6
Prev: #6
|
4.2 |
—
|
38,400 | 20.5% |
P
S
|
225,587 | $122,229,804 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
INSP
INSPIRE MED SYS...
|
Healthcare | 2.97% | 1.20% |
#7
17
Prev: #24
|
4.2 |
—
|
1,355,137 | 235.1% |
P
S
|
1,931,436 | $86,161,360 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RIGL
RIGEL PHARMACEU...
|
Healthcare | 2.49% | 0.01% |
#8
81
Prev: #89
|
4.0 |
—
|
1,833,504 | 18335.0% |
P
S
|
1,843,504 | $72,117,876 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ANIP
ANI PHARMACEUTI...
|
Healthcare | 2.48% | 2.55% |
#9
1
Prev: #10
|
3.0 |
—
|
47,517 | 5.8% |
P
S
|
867,760 | $71,833,173 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BBNX
BETA BIONICS IN...
|
Healthcare | 2.37% | 1.77% |
#10
5
Prev: #15
|
1.4 |
—
|
39,213 | 0.9% |
P
S
|
4,393,714 | $68,849,498 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VCEL
VERICEL CORP
|
Healthcare | 2.24% | 3.32% |
#11
3
Prev: #8
|
0.9 |
—
|
-1,089,927 | -42.8% |
P
S
|
1,459,152 | $64,917,672 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 2.05% | 4.31% |
#12
5
Prev: #7
|
0.8 |
—
|
-153,000 | -46.3% |
P
S
|
177,517 | $59,430,916 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GERN
GERON CORP
|
Healthcare | 1.89% | 2.50% |
#13
1
Prev: #12
|
1.3 |
—
|
1,300,000 | 3.1% |
P
S
|
42,808,659 | $54,795,084 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 1.86% | 2.82% |
#14
5
Prev: #9
|
0.7 |
—
|
-941,612 | -47.8% |
P
S
|
1,029,252 | $53,927,659 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ERAS
ERASCA INC
|
Healthcare | 1.70% | — |
#15
Prev: #—
|
4.2 |
—
|
2,700,000 | — |
NEW
|
2,700,000 | $49,464,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NPCE
NEUROPACE INC
|
Healthcare | 1.59% | 1.56% |
#16
3
Prev: #19
|
1.1 |
—
|
-21,085 | -0.7% |
P
S
|
2,911,122 | $46,257,729 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PGNY
PROGYNY INC
|
Healthcare | 1.59% | 1.42% |
#17
6
Prev: #23
|
0.6 |
—
|
-465,000 | -22.5% |
P
S
|
1,602,000 | $46,185,660 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 1.50% | 1.57% |
#18
Prev: #18
|
1.1 |
—
|
-210,000 | -16.5% |
P
S
|
1,064,000 | $43,655,920 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
N/A
PARABILIS MEDIC...
|
|
Unknown | 1.38% | — |
#19
Prev: #—
|
4.1 |
—
|
1,465,070 | — |
NEW
|
1,465,070 | $40,098,966 | — | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
EDAP
EDAP TMS S A
|
Healthcare | 1.30% | 1.10% |
#20
5
Prev: #25
|
1.5 |
—
|
no change | no change |
P
S
|
7,309,254 | $37,861,936 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GMED
GLOBUS MED INC
|
Healthcare | 1.28% | 2.55% |
#21
10
Prev: #11
|
0.5 |
—
|
-260,545 | -35.7% |
P
S
|
468,922 | $37,049,527 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RCUS
ARCUS BIOSCIENC...
|
Healthcare | 1.24% | 0.40% |
#22
29
Prev: #51
|
3.5 |
—
|
716,755 | 158.6% |
P
S
|
1,168,738 | $36,032,193 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 1.23% | 1.63% |
#23
6
Prev: #17
|
1.0 |
—
|
-98,869 | -5.7% |
P
S
|
1,628,039 | $35,588,933 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 1.22% | 0.59% |
#24
18
Prev: #42
|
3.5 |
—
|
527,000 | 56.2% |
P
S
|
1,465,163 | $35,544,854 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 1.20% | — |
#25
Prev: #—
|
4.0 |
—
|
1,205,000 | — |
NEW
|
1,205,000 | $34,800,400 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JBIO
JADE BIOSCIENCE...
|
Healthcare | 1.19% | 0.45% |
#26
20
Prev: #46
|
3.5 |
—
|
753,946 | 94.6% |
P
S
|
1,550,690 | $34,456,332 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.15% | — |
#27
Prev: #—
|
4.0 |
—
|
80,000 | — |
NEW
|
80,000 | $33,250,400 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 1.05% | 0.27% |
#28
31
Prev: #59
|
3.4 |
—
|
1,213,000 | 274.4% |
P
S
|
1,654,978 | $30,583,993 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 1.05% | 0.53% |
#29
14
Prev: #43
|
2.4 |
—
|
102,810 | 14.1% |
P
S
|
829,810 | $30,537,008 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 0.98% | 0.22% |
#30
34
Prev: #64
|
3.4 |
—
|
336,382 | 188.0% |
P
S
|
515,279 | $28,443,401 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.94% | — |
#31
Prev: #—
|
3.9 |
—
|
13,063,687 | — |
NEW
|
13,063,687 | $27,303,106 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 0.87% | 0.80% |
#32
1
Prev: #33
|
0.8 |
—
|
28,855 | 4.1% |
P
S
|
730,907 | $25,274,764 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ORGO
ORGANOGENESIS H...
|
Healthcare | 0.85% | 0.97% |
#33
5
Prev: #28
|
0.8 |
—
|
55,000 | 0.5% |
P
S
|
10,140,951 | $24,642,511 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SUPN
SUPERNUS PHARMA...
|
Healthcare | 0.83% | — |
#34
Prev: #—
|
3.8 |
—
|
520,000 | — |
NEW
|
520,000 | $24,185,200 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PRCT
PROCEPT BIOROBO...
|
Healthcare | 0.78% | 0.16% |
#35
34
Prev: #69
|
3.3 |
—
|
843,000 | 526.9% |
P
S
|
1,003,000 | $22,647,740 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 0.76% | 0.38% |
#36
16
Prev: #52
|
3.3 |
—
|
259,000 | 57.6% |
P
S
|
709,000 | $22,163,340 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 0.76% | 0.74% |
#37
1
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
10,875,000 | $22,076,250 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 0.76% | 0.78% |
#38
3
Prev: #35
|
0.3 |
—
|
-440,382 | -27.2% |
P
S
|
1,179,618 | $21,999,876 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 0.74% | 1.49% |
#39
17
Prev: #22
|
0.3 |
—
|
-275,000 | -42.3% |
P
S
|
375,572 | $21,490,230 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 0.72% | 1.50% |
#40
20
Prev: #20
|
0.3 |
—
|
-327,543 | -56.2% |
P
S
|
254,957 | $20,965,114 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ARGX
ARGENX SE
|
Healthcare | 0.64% | 0.10% |
#41
33
Prev: #74
|
3.3 |
—
|
16,455 | 470.1% |
P
S
|
19,955 | $18,513,650 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVCT
NUVECTIS PHARMA...
|
Healthcare | 0.63% | — |
#42
Prev: #—
|
3.8 |
—
|
1,000,000 | — |
NEW
|
1,000,000 | $18,390,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CAPR
CAPRICOR THERAP...
|
Healthcare | 0.63% | — |
#43
Prev: #—
|
3.8 |
—
|
761,737 | — |
NEW
|
761,737 | $18,342,627 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.63% | 1.85% |
#44
30
Prev: #14
|
0.3 |
—
|
-999,026 | -68.9% |
P
S
|
450,889 | $18,319,620 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PRLD
PRELUDE THERAPE...
|
Healthcare | 0.62% | — |
#45
Prev: #—
|
3.7 |
—
|
3,378,378 | — |
NEW
|
3,378,378 | $18,006,755 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.56% | 0.69% |
#46
7
Prev: #39
|
0.7 |
—
|
-25,000 | -8.6% |
P
S
|
267,000 | $16,116,120 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 0.54% | 0.41% |
#47
2
Prev: #49
|
0.7 |
—
|
-425,961 | -11.2% |
P
S
|
3,377,981 | $15,775,171 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 0.54% | 1.02% |
#48
22
Prev: #26
|
0.2 |
—
|
-275,000 | -52.7% |
P
S
|
246,353 | $15,754,274 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KIDS
ORTHOPEDIATRICS...
|
Healthcare | 0.48% | 0.40% |
#49
1
Prev: #50
|
2.2 |
—
|
116,697 | 19.0% |
P
S
|
732,144 | $14,005,915 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
N/A
AVALYN PHARMACE...
|
|
Unknown | 0.48% | — |
#50
Prev: #—
|
3.7 |
—
|
419,000 | — |
NEW
|
419,000 | $13,793,480 | — | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 115 holdings