Filed: 5/14/2026ACC: 0001802630-26-000003
📋 What this filing means
SOLEUS CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $2.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$2.47B
Total AUM (reported)
174.62M
Total Shares
Allocation by class
COM$1.92B77.7%
COM NEW$165.58M6.7%
SHS$127.96M5.2%
ORD SHS$114.37M4.6%
CL A$62.85M2.5%
SPONSORED ADR$29.75M1.2%
ORD SHS CL A$25.10M1.0%
Portfolio Concentration
Top 3$578.32M23.4%
4–10$664.66M26.9%
11–25$636.35M25.8%
Rest$589.89M23.9%
Top 3 weight
23.4%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 174.62M
Sole
Full voting authority
174.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:
KRYSTAL BIOTECH INC
SOLEShares1.15M
TypeSH
Market value$297.87M
12.06%
Sole
1.15M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares1.28M
TypeSH
Market value$146.60M
5.94%
Sole
1.28M
Shared
0.00
None
0.00
TG THERAPEUTICS INC
SOLEShares4.03M
TypeSH
Market value$133.85M
5.42%
Sole
4.03M
Shared
0.00
None
0.00
INSULET CORP
SOLEShares562.50K
TypeSH
Market value$118.03M
4.78%
Sole
562.50K
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares10.49M
TypeSH
Market value$114.37M
4.63%
Sole
10.49M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares187.19K
TypeSH
Market value$111.00M
4.50%
Sole
187.19K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares330.52K
TypeSH
Market value$106.49M
4.31%
Sole
330.52K
Shared
0.00
None
0.00
VERICEL CORP
SOLEShares2.55M
TypeSH
Market value$82.00M
3.32%
Sole
2.55M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares1.97M
TypeSH
Market value$69.69M
2.82%
Sole
1.97M
Shared
0.00
None
0.00
ANI PHARMACEUTICALS INC
SOLEShares820.24K
TypeSH
Market value$63.08M
2.55%
Sole
820.24K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares729.47K
TypeSH
Market value$62.85M
2.55%
Sole
729.47K
Shared
0.00
None
0.00
GERON CORP
SOLEShares41.51M
TypeSH
Market value$61.85M
2.50%
Sole
41.51M
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares1.23M
TypeSH
Market value$58.29M
2.36%
Sole
1.23M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares1.45M
TypeSH
Market value$45.67M
1.85%
Sole
1.45M
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares4.35M
TypeSH
Market value$43.63M
1.77%
Sole
4.35M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares131.65K
TypeSH
Market value$43.56M
1.76%
Sole
131.65K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1.73M
TypeSH
Market value$40.34M
1.63%
Sole
1.73M
Shared
0.00
None
0.00
INDIVIOR PHARMACEUTICALS INC
SOLEShares1.27M
TypeSH
Market value$38.83M
1.57%
Sole
1.27M
Shared
0.00
None
0.00
NEUROPACE INC
SOLEShares2.93M
TypeSH
Market value$38.56M
1.56%
Sole
2.93M
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares582.50K
TypeSH
Market value$37.02M
1.50%
Sole
582.50K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares400.31K
TypeSH
Market value$36.98M
1.50%
Sole
400.31K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares650.57K
TypeSH
Market value$36.75M
1.49%
Sole
650.57K
Shared
0.00
None
0.00
PROGYNY INC
SOLEShares2.07M
TypeSH
Market value$35.10M
1.42%
Sole
2.07M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares576.30K
TypeSH
Market value$29.73M
1.20%
Sole
576.30K
Shared
0.00
None
0.00
EDAP TMS S A
SOLEShares7.31M
TypeSH
Market value$27.19M
1.10%
Sole
7.31M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KRYSTAL BIOTECH INCSOLE | COM | 1.15M | SH | $297.87M 12.06% | 1.15M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 1.28M | SH | $146.60M 5.94% | 1.28M | 0.00 | 0.00 |
TG THERAPEUTICS INCSOLE | COM | 4.03M | SH | $133.85M 5.42% | 4.03M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 562.50K | SH | $118.03M 4.78% | 562.50K | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 10.49M | SH | $114.37M 4.63% | 10.49M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 187.19K | SH | $111.00M 4.50% | 187.19K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 330.52K | SH | $106.49M 4.31% | 330.52K | 0.00 | 0.00 |
VERICEL CORPSOLE | COM | 2.55M | SH | $82.00M 3.32% | 2.55M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 1.97M | SH | $69.69M 2.82% | 1.97M | 0.00 | 0.00 |
ANI PHARMACEUTICALS INCSOLE | COM | 820.24K | SH | $63.08M 2.55% | 820.24K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 729.47K | SH | $62.85M 2.55% | 729.47K | 0.00 | 0.00 |
GERON CORPSOLE | COM | 41.51M | SH | $61.85M 2.50% | 41.51M | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 1.23M | SH | $58.29M 2.36% | 1.23M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 1.45M | SH | $45.67M 1.85% | 1.45M | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 4.35M | SH | $43.63M 1.77% | 4.35M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 131.65K | SH | $43.56M 1.76% | 131.65K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.73M | SH | $40.34M 1.63% | 1.73M | 0.00 | 0.00 |
INDIVIOR PHARMACEUTICALS INCSOLE | COM | 1.27M | SH | $38.83M 1.57% | 1.27M | 0.00 | 0.00 |
NEUROPACE INCSOLE | COM | 2.93M | SH | $38.56M 1.56% | 2.93M | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 582.50K | SH | $37.02M 1.50% | 582.50K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 400.31K | SH | $36.98M 1.50% | 400.31K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 650.57K | SH | $36.75M 1.49% | 650.57K | 0.00 | 0.00 |
PROGYNY INCSOLE | COM | 2.07M | SH | $35.10M 1.42% | 2.07M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 576.30K | SH | $29.73M 1.20% | 576.30K | 0.00 | 0.00 |
EDAP TMS S ASOLE | SPONSORED ADR | 7.31M | SH | $27.19M 1.10% | 7.31M | 0.00 | 0.00 |
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