Soleus Capital Management
Soleus Capital Management reported 97 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KRYS (12.0%), CELC (6.1%) and TGTX (5.5%). Compared with Q1 2026, the fund opened new positions in ERAS, PBLS and LEGN, added to CELC, PODD and UTHR, trimmed KRYS, TGTX and NVCR and sold out of PCVX, ICLR and TVTX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KRYS Krystal Biotech Inc | $349M | 12.0% | 939K | −214K (−19%) | 8 of 8 | |
| 2 |  CELC Celcuity Inc | $178M | 6.1% | 1.7M | +420K (+33%) | 8 of 8 | |
| 3 |  TGTX TG Therapeutics Inc | $161M | 5.5% | 2.9M | −1.1M (−27%) | 8 of 8 | |
| 4 |  PODD Insulet Corp | $160M | 5.5% | 1M | +487K (+86%) | 4 of 8 | |
| 5 |  NVCR Novocure Ltd | $150M | 5.2% | 9.9M | −579K (−6%) | 7 of 8 | |
| 6 |  UTHR United Therapeutics Corp Del | $122M | 4.2% | 226K | +38K (+21%) | 8 of 8 | |
| 7 |  INSP Inspire Med Sys Inc | $86.2M | 3.0% | 1.9M | +1.4M (+235%) | 6 of 8 | |
| 8 |  RIGL Rigel Pharmaceuticals Inc | $72.1M | 2.5% | 1.8M | +1.8M (+18335%) | 8 of 8 | |
| 9 |  ANIP Ani Pharmaceuticals Inc | $71.8M | 2.5% | 868K | +48K (+6%) | 8 of 8 | |
| 10 |  BBNX Beta Bionics Inc | $68.8M | 2.4% | 4.4M | +39K (+1%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PCVX Vaxcyte Inc | $22.4M | 385K |
 ICLR Icon PLC | $21.2M | 192K |
 TVTX Travere Therapeutics Inc | $16.2M | 546K |
 INBX Inhibrx Biosciences Inc | $8.8M | 131K |
 DXCM Dexcom Inc | $8.8M | 140K |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Soleus Capital Management 13F FAQ
What does Soleus Capital Management own?
Soleus Capital Management reported 97 stocks worth $2.9B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KRYS (12.0%), CELC (6.1%) and TGTX (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Soleus Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 25 added to, 41 trimmed and 18 sold out. New positions include ERAS, PBLS and LEGN. It sold all of PCVX, ICLR and TVTX.
When will Soleus Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Soleus Capital Management's portfolio worth?
The Q2 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.