# Soleus Capital Management, L.P.: Form 13F holdings

An institutional investment manager in GREENWICH, CT. SEC CIK 1802630.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $2.90bn
- Positions: 97 (97 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1802630/000180263026000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [KRYSTAL BIOTECH INC (KRYS)](/companies/krys.md) | COM | $349.1m | 12.0% | 939,254 |  | Reduced −213,833 |
| [CELCUITY INC (CELC)](/companies/celc.md) | COM | $178.3m | 6.1% | 1,704,318 |  | Added +419,940 |
| [TG THERAPEUTICS INC (TGTX)](/companies/tgtx.md) | COM | $160.9m | 5.5% | 2,927,895 |  | Reduced −1,101,424 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $159.7m | 5.5% | 1,049,000 |  | Added +486,500 |
| NOVOCURE LTD | ORD SHS | $150.2m | 5.2% | 9,913,401 |  | Reduced −578,990 |
| [UNITED THERAPEUTICS CORP DEL (UTHR)](/companies/uthr.md) | COM | $122.2m | 4.2% | 225,587 |  | Added +38,400 |
| [INSPIRE MED SYS INC (INSP)](/companies/insp.md) | COM | $86.2m | 3.0% | 1,931,436 |  | Added +1,355,137 |
| [RIGEL PHARMACEUTICALS INC (RIGL)](/companies/rigl.md) | COM | $72.1m | 2.5% | 1,843,504 |  | Added +1,833,504 |
| [ANI PHARMACEUTICALS INC (ANIP)](/companies/anip.md) | COM | $71.8m | 2.5% | 867,760 |  | Added +47,517 |
| [BETA BIONICS INC (BBNX)](/companies/bbnx.md) | COM | $68.8m | 2.4% | 4,393,714 |  | Added +39,213 |
| [VERICEL CORP (VCEL)](/companies/vcel.md) | COM | $64.9m | 2.2% | 1,459,152 |  | Reduced −1,089,927 |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $59.4m | 2.0% | 177,517 |  | Reduced −153,000 |
| [GERON CORP (GERN)](/companies/gern.md) | COM | $54.8m | 1.9% | 42,808,659 |  | Added +1,300,000 |
| ALKERMES PLC | SHS | $53.9m | 1.9% | 1,029,252 |  | Reduced −941,612 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $49.5m | 1.7% | 2,700,000 |  | New +2,700,000 |
| [NEUROPACE INC (NPCE)](/companies/npce.md) | COM | $46.3m | 1.6% | 2,911,122 |  | Reduced −21,085 |
| [PROGYNY INC (PGNY)](/companies/pgny.md) | COM | $46.2m | 1.6% | 1,602,000 |  | Reduced −465,000 |
| [INDIVIOR PHARMACEUTICALS INC (INDV)](/companies/indv.md) | COM | $43.7m | 1.5% | 1,064,000 |  | Reduced −210,000 |
| [PARABILIS MEDICINES INC (PBLS)](/companies/pbls.md) | COM | $40.1m | 1.4% | 1,465,070 |  | New +1,465,070 |
| [EDAP TMS S A (FOCL)](/companies/focl.md) | SPONSORED ADR | $37.9m | 1.3% | 7,309,254 |  | Unchanged |
| [GLOBUS MED INC (GMED)](/companies/gmed.md) | CL A | $37.0m | 1.3% | 468,922 |  | Reduced −260,545 |
| [ARCUS BIOSCIENCES INC (RCUS)](/companies/rcus.md) | COM | $36.0m | 1.2% | 1,168,738 |  | Added +716,755 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $35.6m | 1.2% | 1,628,039 |  | Reduced −98,869 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $35.5m | 1.2% | 1,465,163 |  | Added +527,000 |
| [LEGEND BIOTECH CORP (LEGN)](/companies/legn.md) | SPONSORED ADS | $34.8m | 1.2% | 1,205,000 |  | New +1,205,000 |
| [JADE BIOSCIENCES INC (JBIO)](/companies/jbio.md) | COM NEW | $34.5m | 1.2% | 1,550,690 |  | Added +753,946 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $33.3m | 1.1% | 80,000 |  | New +80,000 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $30.6m | 1.1% | 1,654,978 |  | Added +1,213,000 |
| UROGEN PHARMA LTD | COM | $30.5m | 1.1% | 829,810 |  | Added +102,810 |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $28.4m | 1.0% | 515,279 |  | Added +336,382 |
| [PALISADE BIO INC (PALI)](/companies/pali.md) | COM | $27.3m | 0.9% | 13,063,687 |  | New +13,063,687 |
| PHARVARIS N V | COM | $25.3m | 0.9% | 730,907 |  | Added +28,855 |
| [ORGANOGENESIS HLDGS INC (ORGO)](/companies/orgo.md) | COM | $24.6m | 0.8% | 10,140,951 |  | Added +55,000 |
| [SUPERNUS PHARMACEUTICALS (SUPN)](/companies/supn.md) | COM | $24.2m | 0.8% | 520,000 |  | New +520,000 |
| [PROCEPT BIOROBOTICS CORP (PRCT)](/companies/prct.md) | COM | $22.6m | 0.8% | 1,003,000 |  | Added +843,000 |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $22.2m | 0.8% | 709,000 |  | Added +259,000 |
| [INHIBIKASE THERAPEUTICS INC (IKT)](/companies/ikt.md) | COM NEW | $22.1m | 0.8% | 10,875,000 |  | Unchanged |
| [TREVI THERAPEUTICS INC (TRVI)](/companies/trvi.md) | COM | $22.0m | 0.8% | 1,179,618 |  | Reduced −440,382 |
| [BIOMARIN PHARMACEUTICAL INC (BMRN)](/companies/bmrn.md) | COM | $21.5m | 0.7% | 375,572 |  | Reduced −275,000 |
| LIVANOVA PLC | SHS | $21.0m | 0.7% | 254,957 |  | Reduced −327,543 |
| [ARGENX SE (ARGX)](/companies/argx.md) | SPONSORED ADR | $18.5m | 0.6% | 19,955 |  | Added +16,455 |
| [NUVECTIS PHARMA INC (NVCT)](/companies/nvct.md) | COM | $18.4m | 0.6% | 1,000,000 |  | New +1,000,000 |
| [CAPRICOR THERAPEUTICS INC (CAPR)](/companies/capr.md) | COM NEW | $18.3m | 0.6% | 761,737 |  | New +761,737 |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $18.3m | 0.6% | 450,889 |  | Reduced −999,026 |
| [PRELUDE THERAPEUTICS INC (PRLD)](/companies/prld.md) | COM | $18.0m | 0.6% | 3,378,378 |  | New +3,378,378 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $16.1m | 0.6% | 267,000 |  | Reduced −25,000 |
| [C4 THERAPEUTICS INC (CCCC)](/companies/cccc.md) | COM STK | $15.8m | 0.5% | 3,377,981 |  | Reduced −425,961 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | $15.8m | 0.5% | 246,353 |  | Reduced −275,000 |
| [ORTHOPEDIATRICS CORP (KIDS)](/companies/kids.md) | COM | $14.0m | 0.5% | 732,144 |  | Added +116,697 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $13.8m | 0.5% | 419,000 |  | New +419,000 |
| [BIODESIX INC (BDSX)](/companies/bdsx.md) | COM | $13.2m | 0.5% | 585,958 |  | Added +169,359 |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $13.1m | 0.4% | 147,000 |  | New +147,000 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $10.8m | 0.4% | 104,629 |  | Reduced −1,122,000 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $10.2m | 0.4% | 1,000,000 |  | Reduced −1,002,000 |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $9.9m | 0.3% | 33,050 |  | Reduced −98,600 |
| [IMMUNOVANT INC (IMVT)](/companies/imvt.md) | COM | $9.7m | 0.3% | 252,000 |  | Added +22,000 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $9.6m | 0.3% | 90,250 |  | Added +80,000 |
| [SEPTERNA INC (SEPN)](/companies/sepn.md) | COM | $9.2m | 0.3% | 275,000 |  | Unchanged |
| SOPHIA GENETICS SA | ORDINARY SHARES | $9.0m | 0.3% | 1,565,000 |  | Reduced −285,000 |
| [NEKTAR THERAPEUTICS (NKTR)](/companies/nktr.md) | COM NEW | $9.0m | 0.3% | 128,362 |  | New +128,362 |
| [MIRUM PHARMACEUTICALS INC (MIRM)](/companies/mirm.md) | COM | $8.8m | 0.3% | 75,000 |  | Reduced −325,306 |
| [ARTIVION INC (AORT)](/companies/aort.md) | COM | $8.7m | 0.3% | 388,000 |  | New +388,000 |
| [TANDEM DIABETES CARE INC (TNDM)](/companies/tndm.md) | COM NEW | $8.7m | 0.3% | 575,000 |  | Reduced −208,000 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $8.4m | 0.3% | 165,677 |  | Reduced −65,192 |
| [SIONNA THERAPEUTICS INC (SION)](/companies/sion.md) | COM | $7.8m | 0.3% | 177,687 |  | Reduced −115,813 |
| [BELITE BIO INC (BLTE)](/companies/blte.md) | SPONSORED ADS | $7.8m | 0.3% | 50,524 |  | New +50,524 |
| [CERUS CORP (CERS)](/companies/cers.md) | COM | $7.3m | 0.3% | 2,500,000 |  | Reduced −8,253,700 |
| [SILENCE THERAPEUTICS PLC (SLN)](/companies/sln.md) | ADS | $6.9m | 0.2% | 630,000 |  | New +630,000 |
| [IMMUNIC INC (IMUX)](/companies/imux.md) | COM NEW | $6.9m | 0.2% | 450,000 |  | New +450,000 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $6.7m | 0.2% | 7,708,727 |  | Unchanged |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $6.4m | 0.2% | 50,000 |  | Reduced −153,000 |
| [RELMADA THERAPEUTICS INC (RLMD)](/companies/rlmd.md) | COM | $5.8m | 0.2% | 842,106 |  | Unchanged |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $5.7m | 0.2% | 107,000 |  | Added +27,000 |
| [EVOLUS INC (EOLS)](/companies/eols.md) | COM | $5.7m | 0.2% | 822,428 |  | Reduced −1,422,932 |
| [ADLAI NORTYE LTD (ANL)](/companies/anl.md) | SPONSORED ADS | $4.7m | 0.2% | 405,523 |  | New +405,523 |
| [ZENTALIS PHARMACEUTICALS INC (ZNTL)](/companies/zntl.md) | COM | $4.6m | 0.2% | 950,000 |  | New +950,000 |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $4.3m | 0.1% | 440,000 |  | Unchanged |
| [CONTEXT THERAPEUTICS INC (CNTX)](/companies/cntx.md) | COM | $3.9m | 0.1% | 7,063,141 |  | Added +100,000 |
| [PULMONX CORP (LUNG)](/companies/lung.md) | COM | $3.6m | 0.1% | 2,788,323 |  | Unchanged |
| [SAB BIOTHERAPEUTICS INC (SABS)](/companies/sabs.md) | COM NEW | $3.5m | 0.1% | 900,000 |  | Reduced −150,000 |
| [TECTONIC THERAPEUTIC INC (TECX)](/companies/tecx.md) | COM | $3.5m | 0.1% | 101,684 |  | Reduced −20,000 |
| [AXOGEN INC (AXGN)](/companies/axgn.md) | COM | $2.6m | <0.1% | 57,036 |  | Reduced −622,134 |
| [SATELLOS BIOSCIENCE INC (MSLE)](/companies/msle.md) | COM | $2.4m | <0.1% | 314,359 |  | Reduced −100,000 |
| [ARRIVENT BIOPHARMA INC (AVBP)](/companies/avbp.md) | COM | $1.7m | <0.1% | 50,000 |  | New +50,000 |
| [CORCEPT THERAPEUTICS INC (CORT)](/companies/cort.md) | COM | $1.7m | <0.1% | 19,653 |  | Reduced −265,878 |
| [SOLID BIOSCIENCES INC (SLDB)](/companies/sldb.md) | COM NEW | $1.5m | <0.1% | 150,000 |  | New +150,000 |
| [VERACYTE INC (VCYT)](/companies/vcyt.md) | COM | $1.5m | <0.1% | 25,000 |  | Reduced −294,912 |
| [CULLINAN THERAPEUTICS INC (CGEM)](/companies/cgem.md) | COM | $910.5k | <0.1% | 50,000 |  | Reduced −360,200 |
| [INSPIREMD INC (NSPR)](/companies/nspr.md) | COM | $732.1k | <0.1% | 1,045,708 |  | Unchanged |
| [GENEDX HOLDINGS CORP (WGS)](/companies/wgs.md) | COM CL A | $686.5k | <0.1% | 10,000 |  | New +10,000 |
| [IOVANCE BIOTHERAPEUTICS INC (IOVA)](/companies/iova.md) | COM | $624.0k | <0.1% | 150,000 |  | Reduced −850,000 |
| [LARIMAR THERAPEUTICS INC (LRMR)](/companies/lrmr.md) | COM | $573.7k | <0.1% | 188,102 |  | Reduced −878,858 |
| [CG ONCOLOGY INC (CGON)](/companies/cgon.md) | COM | $355.3k | <0.1% | 5,000 |  | Reduced −15,000 |
| [QUOIN PHARMACEUTICALS LTD (QNRX)](/companies/qnrx.md) | SPONSORED ADS | $352.0k | <0.1% | 72,730 |  | Unchanged |
| [EQUILLIUM INC (EQ)](/companies/eq.md) | COM | $288.0k | <0.1% | 90,000 |  | New +90,000 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $271.4k | <0.1% | 1,000 |  | Reduced −118,000 |
| [NEOGENOMICS INC (NEO)](/companies/neo.md) | COM NEW | $145.9k | <0.1% | 10,000 |  | Reduced −165,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ANAPTYSBIO INC (ANAB)](/companies/anab.md) | COM | $0 | 0.0% | 0 |  | Sold out −6,000 |
| [ARROWHEAD PHARMACEUTICALS IN (ARWR)](/companies/arwr.md) | COM | $0 | 0.0% | 0 |  | Sold out −28,479 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [CYTOMX THERAPEUTICS INC. (CTMX)](/companies/ctmx.md) | COM | $0 | 0.0% | 0 |  | Sold out −300,000 |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $0 | 0.0% | 0 |  | Sold out −140,000 |
| [ETON PHARMACEUTICALS INC (ETON)](/companies/eton.md) | COM | $0 | 0.0% | 0 |  | Sold out −166,381 |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −192,000 |
| IMMUNIC INC | COM | $0 | 0.0% | 0 |  | Sold out −4,500,000 |
| [INHIBRX BIOSCIENCES INC (INBX)](/companies/inbx.md) | COM | $0 | 0.0% | 0 |  | Sold out −131,000 |
| [JASPER THERAPEUTICS INC (JSPR)](/companies/jspr.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −276,312 |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [RAPPORT THERAPEUTICS INC (RAPP)](/companies/rapp.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [STAAR SURGICAL CO (STAA)](/companies/staa.md) | COM PAR $0.01 | $0 | 0.0% | 0 |  | Sold out −20,000 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −546,000 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −385,472 |
| [ZYMEWORKS INC (ZYME)](/companies/zyme.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001802630-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.