Soleus Capital Management, L.P. NVCR NOVOCURE LTD

Ownership history in Soleus Capital Management, L.P.  ·  22 quarters on record

AI Ownership Summary

Soleus Capital Management, L.P. reported NOVOCURE LTD (NVCR) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.14% in 2025 Q2. The latest visible filing shows NVCR at 4.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Soleus Capital Management, L.P.'s position in NOVOCURE LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVCR was reported at 4.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.14% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Soleus Capital Management, L.P. held NVCR — position size vs. price
% of Fund (quarterly)    NVCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,492,391 +1,961,726 +23.0% 4.63% $114.4M 2026-05-14 $18.05
2025 Q4 REDUCED 11.6% -15.7% 8,530,665 -1,114,207 -11.6% 4.07% $110.3M 2026-02-12 $12.53
2025 Q3 ADDED 9,644,872 +2,740,570 +39.7% 6.27% $124.6M 2025-11-14 $11.32
2025 Q2 ADDED 6,904,302 +1,382,888 +25.0% 8.14% $122.9M 2025-08-15 $11.73
2025 Q1 ADDED 5,521,414 +2,781,710 +101.5% 7.08% $98.4M 2025-05-15 $17.59
2024 Q4 ADDED 2,739,704 +2,630,804 +2415.8% 5.13% $81.6M 2025-02-14 $22.48
2024 Q2 REDUCED 84.3% -8.8% 108,900 -586,859 -84.3% 0.16% $1.9M 2024-08-14 $17.50
2024 Q1 ADDED 695,759 +394,759 +131.1% 0.81% $10.9M 2024-05-15 $21.05
2023 Q4 REDUCED 12.5% +3.8% 301,000 -43,100 -12.5% 0.50% $4.5M 2024-02-14 $15.62
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Soleus Capital Management, L.P. and NVCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Soleus Capital Management, L.P. reported owning NVCR?

Soleus Capital Management, L.P. reported NVCR across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NVCR position in Soleus Capital Management, L.P.'s portfolio?

The largest reported portfolio weight for NVCR was 8.14% in 2025 Q2.

What is the latest reported NVCR position on this page?

The most recent filing on this page is 2026 Q1, when Soleus Capital Management, L.P. reported 10,492,391 shares, equal to 4.63% of portfolio, with an estimated market value of $114.4M.

What does the chart on this NVCR ownership page compare?

The chart compares Soleus Capital Management, L.P.'s quarterly NVCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Soleus Capital Management, L.P. time their NVCR position?

Based on 13F filing dates vs. subsequent NVCR price moves, Soleus Capital Management, L.P. correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on NVCR relative to SPY over the holding period was -35.1%.

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