StockDriftsStockDriftsTop 50 Soleus Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KRYS | KRYSTAL BIOTECH INC | 12.03% | 939.3K | $349.1M | -18.54%(-213.83K) | $177.97(+86.70%) | 2026-06-30 | |
| CELC | CELCUITY INC | 6.14% | 1.70M | $178.3M | +32.70%(+419.94K) | $51.98(+76.99%) | 2026-06-30 | |
| TGTX | TG THERAPEUTICS INC | 5.54% | 2.93M | $160.9M | -27.34%(-1.10M) | $26.74(+82.26%) | 2026-06-30 | |
| PODD | INSULET CORP | 5.5% | 1.05M | $159.7M | +86.49%(+486.50K) | $221.92(-35.41%) | 2026-06-30 | |
| NVCR | NOVOCURE LTD | 5.18% | 9.91M | $150.2M | -5.52%(-578.99K) | $18.82(-9.96%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.21% | 225.6K | $122.2M | +20.51%(+38.40K) | $470.98(+7.39%) | 2026-06-30 | |
| INSP | INSPIRE MED SYS INC | 2.97% | 1.93M | $86.2M | +235.14%(+1.36M) | $61.25(-6.78%) | 2026-06-30 | |
| RIGL | RIGEL PHARMACEUTICALS INC | 2.49% | 1.84M | $72.1M | +18335.04%(+1.83M) | $32.32(+27.17%) | 2026-06-30 | |
| ANIP | ANI PHARMACEUTICALS INC | 2.48% | 867.8K | $71.8M | +5.79%(+47.52K) | $78.39(-2.36%) | 2026-06-30 | |
| BBNX | BETA BIONICS INC | 2.37% | 4.39M | $68.8M | +0.90%(+39.21K) | $15.65(+12.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.95% | +85.88% | +2.16% | +11.25% |
| Top 20 Holdings Unweighted | +22.39% | +83.34% | +4.75% | +26.10% |
Soleus Capital Management L P reports $2.90B in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are KRYS (12.0%), CELC (6.1%) and TGTX (5.5%). The top 20 holdings account for 65.91% of reported assets. Its disclosed equity book has returned +85.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Soleus Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802630). View Soleus Capital Management L P’s 13F filings on SEC