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SOLEUS CAPITAL MANAGEMENT, L.P. 13F portfolio summary

SOLEUS CAPITAL MANAGEMENT, L.P. of SOLEUS CAPITAL MANAGEMENT, L.P. has 97 current stock holdings with a reported portfolio value of $2.90B. The portfolio 1 year return is +128.07%. Top holdings include KRYS (12.03%), CELC (6.14%), TGTX (5.54%), PODD (5.50%), NVCR (5.18%).

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SOLEUS CAPITAL MANAGEMENT, L.P.

SOLEUS CAPITAL MANAGEMENT, L.P.
Latest filing: 2026-06-30

SOLEUS CAPITAL MANAGEMENT, L.P. runs SOLEUS CAPITAL MANAGEMENT, L.P. and currently holds 97 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.90B. Their top holdings are KRYS, CELC, TGTX, PODD, NVCR. The top five represent 34.4% of reported portfolio weight. SOLEUS CAPITAL MANAGEMENT, L.P. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOLEUS CAPITAL MANAGEMENT, L.P. initiated 11 new positions. They added to 18 existing positions. They trimmed 36 positions. Their current best-performing preview position is TWST with returns of +116.50%.

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Top 5 Holdings
KRYS12.0%
CELC6.1%
TGTX5.5%
PODD5.5%
NVCR5.2%
Top 5: 34.4%
Portfolio Returns
1 Year
+128.07%
#0/1000
3 Year
+143.98%
#0/1000
5 Year
+91.43%
#0/1000

Portfolio Value

$2.90B

Alpha Score

107.7

#0 of 1000

Holdings

97

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97 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
KRYS
KRYSTAL BIOTECH INC
12.03%$172.03$346.58+101.46%
Trimmed
-18.54%
CELC
CELCUITY INC
6.14%$58.15$93.53+60.84%
Added
+32.70%
TGTX
TG THERAPEUTICS INC
5.54%$26.56$54.26+104.29%
Trimmed
-27.34%
PODD
INSULET CORP
5.50%$193.77$148.16-23.54%
Added
+86.49%
NVCR
NOVOCURE LTD
5.18%$18.16$17.10-5.84%
Trimmed
-5.52%
UTHR
UNITED THERAPEUTICS CORP DEL
4.21%$494.59$513.12+3.75%
Added
+20.51%
INSP
INSPIRE MED SYS INC
2.97%$51.73$62.44+20.70%
Added
+235.14%
RIGL
RIGEL PHARMACEUTICALS INC
2.49%$38.96$45.89+17.79%
Added
+18335.04%
ANIP
ANI PHARMACEUTICALS INC
2.48%$81.50$75.35-7.55%
Added
+5.79%
BBNX
BETA BIONICS INC
2.37%$11.55$19.05+64.94%
Added
+0.90%

Showing 1-10 of 97