Soleus Capital Management, L.P.
Top Portfolio Positions
93 positions ·
$2,469,218,398 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
1,153,087 | $297,865,433 | 12.06% | |
| CELC |
Celcuity Inc.
Healthcare
|
1,284,378 | $146,598,904 | 5.94% | |
| TGTX |
Tg Therapeutics, Inc.
Healthcare
|
4,029,319 | $133,853,977 | 5.42% | |
| PODD |
Insulet Corp
Healthcare
|
562,500 | $118,035,000 | 4.78% | |
| NVCR |
NovoCure Ltd
Healthcare
|
10,492,391 | $114,367,061 | 4.63% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
187,187 | $110,998,147 | 4.50% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
330,517 | $106,489,272 | 4.31% | |
| VCEL |
Vericel Corp
Healthcare
|
2,549,079 | $82,003,871 | 3.32% | |
| ALKS |
Alkermes plc.
Healthcare
|
1,970,864 | $69,689,751 | 2.82% | |
| ANIP |
Ani Pharmaceuticals Inc
Healthcare
|
820,243 | $63,076,686 | 2.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PODD
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,035,000 | 562,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $42,636,000 | 150,000 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $3,898,562 | 16,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,793,840 | 18,800 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $20,363,683 | 127,680 | Shares | Sole | 2023-11-14 | |
| 2021-06-30 | $2,465,099 | 8,980 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $859,294 | 3,632 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $777,040 | 4,000 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||