13FBOX
Soleus 资本管理 · 13F 持仓分析
期权收益计算器 机构排行

Soleus 资本管理

Soleus Capital Management, L.P.No.1398 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.02亿
环比变动 Q1 2026
+$4.33亿+17.5%
持仓股票数
97
新买入
21
加仓
25
减仓
42
清仓
17
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
KRYSTAL BIOTECHKRYS
12.03%12.06%$3.49亿93.9万股$2.98亿115.3万股-21.4万股-18.54%减仓
CELCUITYCELC
6.14%5.94%$1.78亿170.4万股$1.47亿128.4万股+42.0万股+32.70%加仓
TG THERAPEUTICSTGTX
5.54%5.42%$1.61亿292.8万股$1.34亿402.9万股-110.1万股-27.34%减仓
InsuletPODD
5.5%4.78%$1.60亿104.9万股$1.18亿56.3万股+48.7万股+86.49%加仓
NNOVOCURENVCR
5.18%4.63%$1.50亿991.3万股$1.14亿1,049.2万股-57.9万股-5.52%减仓
United TherapeuticsUTHR
4.21%4.5%$1.22亿22.6万股$1.11亿18.7万股+3.8万股+20.51%加仓
IINSPIRE MED SYSINSP
2.97%1.2%$8,616.1万193.1万股$2,972.6万57.6万股+135.5万股+235.14%加仓
RIGEL PHARMACEUTICALSRIGL
2.49%0.01%$7,211.8万184.4万股$27.0万1.0万股+183.4万股+18,335.04%加仓
ANI PHARMACEUTICALSANIP
2.48%2.55%$7,183.3万86.8万股$6,307.7万82.0万股+4.8万股+5.79%加仓
BBETA BIONICSBBNX
2.37%1.77%$6,884.9万439.4万股$4,363.2万435.5万股+3.9万股+0.90%加仓
VERICELVCEL
2.24%3.32%$6,491.8万145.9万股$8,200.4万254.9万股-109.0万股-42.76%减仓
PRAXIS PRECISION MEDICINES IPRAX
2.05%4.31%$5,943.1万17.8万股$1.06亿33.1万股-15.3万股-46.29%减仓
GGERONGERN
1.89%2.5%$5,479.5万4,280.9万股$6,184.8万4,150.9万股+130.0万股+3.13%加仓
ALKERMESALKS
1.86%2.82%$5,392.8万102.9万股$6,969.0万197.1万股-94.2万股-47.78%减仓
EERASCAERAS
1.7%$4,946.4万270.0万股$00股+270.0万股新买入
NEUROPACE COMNPCE
1.59%1.56%$4,625.8万291.1万股$3,855.9万293.2万股-2.1万股-0.72%减仓
PROGYNYPGNY
1.59%1.42%$4,618.6万160.2万股$3,509.8万206.7万股-46.5万股-22.50%减仓
IINDIVIOR PHARMACEUTICALSINDV
1.5%1.57%$4,365.6万106.4万股$3,883.2万127.4万股-21.0万股-16.48%减仓
PPARABILIS MEDICINES INCPBLS
1.38%$4,009.9万146.5万股$00股+146.5万股新买入
EEDAP TMS S AFOCL
1.3%1.1%$3,786.2万730.9万股$2,719.0万730.9万股00.00%持仓不变
GLOBUS MEDGMED
1.28%2.55%$3,705.0万46.9万股$6,285.1万72.9万股-26.1万股-35.72%减仓
ARCUS BIOSCIENCESRCUS
1.24%0.4%$3,603.2万116.9万股$976.3万45.2万股+71.7万股+158.58%加仓
SYNDAX PHARMACEUTICALSSNDX
1.23%1.63%$3,558.9万162.8万股$4,034.1万172.7万股-9.9万股-5.73%减仓
NURIX THERAPEUTICSNRIX
1.22%0.59%$3,554.5万146.5万股$1,454.2万93.8万股+52.7万股+56.17%加仓
LLEGEND BIOTECHLEGN
1.2%$3,480.0万120.5万股$00股+120.5万股新买入
JADE BIOSCIENCESJBIO
1.19%0.45%$3,445.6万155.1万股$1,119.4万79.7万股+75.4万股+94.63%加仓
联合健康UNH
1.15%$3,325.0万8.0万股$00股+8.0万股新买入
AVALO THERAPEUTICSAVTX
1.05%0.27%$3,058.4万165.5万股$659.9万44.2万股+121.3万股+274.45%加仓
UUROGEN PHARMAURGN
1.05%0.53%$3,053.7万83.0万股$1,307.1万72.7万股+10.3万股+14.14%加仓
MMBX BIOSCIENCESMBX
0.98%0.22%$2,844.3万51.5万股$534.0万17.9万股+33.6万股+188.03%加仓
PPALISADE BIOPALI
0.94%$2,730.3万1,306.4万股$00股+1,306.4万股新买入
PHARVARISPHVS
0.87%0.8%$2,527.5万73.1万股$1,983.3万70.2万股+2.9万股+4.11%加仓
OORGANOGENESIS HLDGS INC COMORGO
0.85%0.97%$2,464.3万1,014.1万股$2,390.4万1,008.6万股+5.5万股+0.55%加仓
SUPERNUS PHARMACEUTICALSSUPN
0.83%$2,418.5万52.0万股$00股+52.0万股新买入
PROCEPT BIOROBOTICSPRCT
0.78%0.16%$2,264.8万100.3万股$400.2万16.0万股+84.3万股+526.88%加仓
TTANGO THERAPEUTICSTNGX
0.76%0.38%$2,216.3万70.9万股$941.4万45.0万股+25.9万股+57.56%加仓
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
0.76%0.74%$2,207.6万1,087.5万股$1,827.0万1,087.5万股00.00%持仓不变
TREVI THERAPEUTICSTRVI
0.76%0.78%$2,200.0万118.0万股$1,932.7万162.0万股-44.0万股-27.18%减仓
BioMarin制药BMRN
0.74%1.49%$2,149.0万37.6万股$3,675.1万65.1万股-27.5万股-42.27%减仓
LIVANOVALIVN
0.72%1.5%$2,096.5万25.5万股$3,702.4万58.3万股-32.8万股-56.23%减仓
ARGENX SPONSORED ADRARGX
0.64%0.1%$1,851.4万2.0万股$255.6万3,500股+1.6万股+470.14%加仓
NNUVECTIS PHARMA INC COMNVCT
0.63%$1,839.0万100.0万股$00股+100.0万股新买入
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
0.63%$1,834.3万76.2万股$00股+76.2万股新买入
EDGEWISE THERAPEUTICSEWTX
0.63%1.85%$1,832.0万45.1万股$4,567.2万145.0万股-99.9万股-68.90%减仓
PPRELUDE THERAPEUTICS INC COMPRLD
0.62%$1,800.7万337.8万股$00股+337.8万股新买入
XENON PHARMACEUTICALSXENE
0.56%0.69%$1,611.6万26.7万股$1,698.0万29.2万股-2.5万股-8.56%减仓
CC4 THERAPEUTICS INC COM STKCCCC
0.54%0.41%$1,577.5万337.8万股$1,000.4万380.4万股-42.6万股-11.20%减仓
KKINIKSA PHARMACEUTICALS INTLKNSA
0.54%1.02%$1,575.4万24.6万股$2,510.3万52.1万股-27.5万股-52.75%减仓
OORTHOPEDIATRICS COMKIDS
0.48%0.4%$1,400.6万73.2万股$976.7万61.5万股+11.7万股+18.96%加仓
AAVALYN PHARMACEUTICALS INCAVLN
0.48%$1,379.3万41.9万股$00股+41.9万股新买入

🧭 机构资金流板块热力图

净流出 净流入