Soleus Capital Management LP
Latest 13F Snapshot — Q1 2026
- Portfolio value:2.47B
- Number of holdings:93
- Top 10 concentration:50.3%
- Largest position:KRYS (12.1%)
- New positions:25
- Exited positions:27
Top Updates
AI Generated
Soleus Capital Management LP reported a $2,469,218M portfolio across 93 positions. The fund increased its Insulet Corp stake by 275% to represent 4.78% of holdings while reducing its Celcuity Inc position by 29%.
- PODD (4.78%) – Increased holdings by 275%.
- CELC (5.94%) – Reduced holdings by 29%.
- UTH (4.50%) – Increased holdings by 212%.
- VCEL (3.32%) – Increased holdings by 233.6%.
- ALNY (1.76%) – Increased holdings by 88.1%.