Soleus Capital Management, L.P. 13F 持仓 · 2026年Q2
Soleus Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 29.02 亿美元。前几大持仓：KRYS（12.03%）、CELC（6.14%）、TGTX（5.54%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KRYS | KRYSTAL BIOTECH INC | $349.1M | 12.03% | 939,254 | 减持 |
| 2 | CELC | CELCUITY INC | $178.3M | 6.14% | 1.7M | 增持 |
| 3 | TGTX | TG THERAPEUTICS INC | $160.9M | 5.54% | 2.9M | 减持 |
| 4 | PODD | INSULET CORP | $159.7M | 5.50% | 1.0M | 增持 |
| 5 | NVCR | NOVOCURE LTD | $150.2M | 5.18% | 9.9M | 减持 |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | $122.2M | 4.21% | 225,587 | 增持 |
| 7 | INSP | INSPIRE MED SYS INC | $86.2M | 2.97% | 1.9M | 增持 |
| 8 | RIGL | RIGEL PHARMACEUTICALS INC | $72.1M | 2.49% | 1.8M | 增持 |
| 9 | ANIP | ANI PHARMACEUTICALS INC | $71.8M | 2.48% | 867,760 | 增持 |
| 10 | BBNX | BETA BIONICS INC | $68.8M | 2.37% | 4.4M | 增持 |
| 11 | VCEL | VERICEL CORP | $64.9M | 2.24% | 1.5M | 减持 |
| 12 | PRAX | PRAXIS PRECISION MEDICINES I | $59.4M | 2.05% | 177,517 | 减持 |
| 13 | GERN | GERON CORP | $54.8M | 1.89% | 42.8M | 增持 |
| 14 | ALKS | ALKERMES PLC | $53.9M | 1.86% | 1.0M | 减持 |
| 15 | ERAS | ERASCA INC | $49.5M | 1.70% | 2.7M | 新建仓 |
| 16 | NPCE | NEUROPACE INC | $46.3M | 1.59% | 2.9M | 减持 |
| 17 | PGNY | PROGYNY INC | $46.2M | 1.59% | 1.6M | 减持 |
| 18 | INDV | INDIVIOR PHARMACEUTICALS INC | $43.7M | 1.50% | 1.1M | 减持 |
| 19 | PBLS | PARABILIS MEDICINES INC | $40.1M | 1.38% | 1.5M | 新建仓 |
| 20 | FOCL | EDAP TMS S A | $37.9M | 1.30% | 7.3M | 持平 |
| 21 | GMED | GLOBUS MED INC | $37.0M | 1.28% | 468,922 | 减持 |
| 22 | RCUS | ARCUS BIOSCIENCES INC | $36.0M | 1.24% | 1.2M | 增持 |
| 23 | SNDX | SYNDAX PHARMACEUTICALS INC | $35.6M | 1.23% | 1.6M | 减持 |
| 24 | NRIX | NURIX THERAPEUTICS INC | $35.5M | 1.22% | 1.5M | 增持 |
| 25 | LEGN | LEGEND BIOTECH CORP | $34.8M | 1.20% | 1.2M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR