Soleus Capital Management, L.P.
13F filer · CIK 1802630 · Greenwich, CT
Summary
Soleus Capital Management, L.P. reported $2.90B across 97 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are KRYS (12.0%), CELC (6.1%), TGTX (5.5%). Versus 2026 Q1, leaving options aside, it opened 22 new positions, added to 25, trimmed 41 and sold out of 18.
Reported value$2.90B
Positions97
Report period2026 Q2
FiledAug 11, 2026
New positions22
Added25
Trimmed41
Sold out18
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.0%Value $349.09MPrice $335.06Shares 939K -18.54%Since Jun 30 -9.85%
Weight 6.1%Value $178.31MPrice $77.38Shares 1.70M +32.70%Since Jun 30 -26.04%
Weight 5.5%Value $160.86MPrice $56.19Shares 2.93M -27.34%Since Jun 30 +2.28%
Weight 5.5%Value $159.71MPrice $132.84Shares 1.05M +86.49%Since Jun 30 -12.75%
Weight 5.2%Value $150.19MPrice $15.99Shares 9.91M -5.52%Since Jun 30 +5.54%
Weight 4.2%Value $122.23MPrice $481.47Shares 226K +20.51%Since Jun 30 -11.14%
Weight 3.0%Value $86.16MPrice $73.18Shares 1.93M +235.14%Since Jun 30 +64.04%
Weight 2.5%Value $72.12MPrice $48.89Shares 1.84M +18335.04%Since Jun 30 +24.97%
Weight 2.5%Value $71.83MPrice $72.62Shares 868K +5.79%Since Jun 30 -12.27%
Weight 2.4%Value $68.85MPrice $19.41Shares 4.39M +0.90%Since Jun 30 +23.87%
Weight 2.2%Value $64.92MPrice $40.61Shares 1.46M -42.76%Since Jun 30 -8.72%
Weight 2.0%Value $59.43MPrice $281.00Shares 178K -46.29%Since Jun 30 -16.07%
Weight 1.9%Value $54.80MPrice $1.24Shares 42.81M +3.13%Since Jun 30 -3.13%
Weight 1.9%Value $53.93MPrice $40.80Shares 1.03M -47.78%Since Jun 30 -22.13%
Weight 1.7%Value $49.46MPrice $14.21Shares 2.70MSince Jun 30 -22.43%
Weight 1.6%Value $46.26MPrice $13.94Shares 2.91M -0.72%Since Jun 30 -12.27%
Weight 1.6%Value $46.19MPrice $24.79Shares 1.60M -22.50%Since Jun 30 -14.01%
Weight 1.5%Value $43.66MPrice $36.59Shares 1.06M -16.48%Since Jun 30 -10.82%
Weight 1.4%Value $40.10MPrice $31.91Shares 1.47MSince Jun 30 +16.59%
Weight 1.3%Value $37.86MPrice $4.54Shares 7.31MSince Jun 30 -12.36%
Weight 1.3%Value $37.05MPrice $75.69Shares 469K -35.72%Since Jun 30 -4.20%
Weight 1.2%Value $36.03MPrice $25.65Shares 1.17M +158.58%Since Jun 30 -16.80%
Weight 1.2%Value $35.59MPrice $18.24Shares 1.63M -5.73%Since Jun 30 -16.58%
Weight 1.2%Value $35.54MPrice $23.67Shares 1.47M +56.17%Since Jun 30 -2.41%
Weight 1.2%Value $34.80MPrice $18.82Shares 1.21MSince Jun 30 -34.83%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.0% | $349.09M | -9.85% | -18.54% | Trim | |
| 6.1% | $178.31M | -26.04% | +32.70% | Add | |
| 5.5% | $160.86M | +2.28% | -27.34% | Trim | |
| 5.5% | $159.71M | -12.75% | +86.49% | Add | |
| 5.2% | $150.19M | +5.54% | -5.52% | Trim | |
| 4.2% | $122.23M | -11.14% | +20.51% | Add | |
| 3.0% | $86.16M | +64.04% | +235.14% | Add | |
| 2.5% | $72.12M | +24.97% | +18335.04% | Add | |
| 2.5% | $71.83M | -12.27% | +5.79% | Add | |
| 2.4% | $68.85M | +23.87% | +0.90% | Add | |
| 2.2% | $64.92M | -8.72% | -42.76% | Trim | |
| 2.0% | $59.43M | -16.07% | -46.29% | Trim | |
| 1.9% | $54.80M | -3.13% | +3.13% | Add | |
| 1.9% | $53.93M | -22.13% | -47.78% | Trim | |
| 1.7% | $49.46M | -22.43% | — | New | |
| 1.6% | $46.26M | -12.27% | -0.72% | Trim | |
| 1.6% | $46.19M | -14.01% | -22.50% | Trim | |
| 1.5% | $43.66M | -10.82% | -16.48% | Trim | |
| 1.4% | $40.10M | +16.59% | — | New | |
| 1.3% | $37.86M | -12.36% | — | Hold | |
| 1.3% | $37.05M | -4.20% | -35.72% | Trim | |
| 1.2% | $36.03M | -16.80% | +158.58% | Add | |
| 1.2% | $35.59M | -16.58% | -5.73% | Trim | |
| 1.2% | $35.54M | -2.41% | +56.17% | Add | |
| 1.2% | $34.80M | -34.83% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.