Soleus Capital Management, L.P. holds a focused book of 93 stocks worth $2.5B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Indivior PLC and trimmed Celcuity Inc. Their largest long position is Krystal Biotech Inc at 12% of the equity book.
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Use Arkolith to show Soleus Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Krystal Biotech Inc COM | $297.9M | 1.15M | 12.1% | ▲+23% Added · +212K sh | |
| 2 | Celcuity Inc COM | $146.6M | 1.28M | 5.9% | ▼−29% Reduced · −524K sh | |
| 3 | TG Therapeutics Inc COM | $133.9M | 4.03M | 5.4% | ▲+28% Added · +890K sh | |
| 4 | Insulet Corp COM | $118.0M | 562.5K | 4.8% | ▲+275% Added · +413K sh | |
| 5 | Novocure Ltd ORD SHS | $114.4M | 10.49M | 4.6% | ▲+23% Added · +2.0M sh | |
| 6 | United Therapeutics Corp Del COM | $111.0M | 187.2K | 4.5% | ▲+212% Added · +127K sh | |
| 7 | Praxis Precision Medicines I COM NEW | $106.5M | 330.5K | 4.3% | ▼−8.9% Reduced · −32K sh | |
| 8 | Vericel Corp COM | $82.0M | 2.55M | 3.3% | ▲+234% Added · +1.8M sh | |
| 9 | Alkermes PLC SHS | $69.7M | 1.97M | 2.8% | ▲+49% Added · +649K sh | |
| 10 | Ani Pharmaceuticals Inc COM | $63.1M | 820.2K | 2.6% | ▲+69% Added · +334K sh | |
| 11 | Globus Med Inc CL A | $62.9M | 729.5K | 2.5% | ▼−18% Reduced · −158K sh | |
| 12 | Geron Corp COM | $61.8M | 41.51M | 2.5% | ▲+78% Added · +18.2M sh | |
| 13 | Twist Bioscience Corp COM | $58.3M | 1.23M | 2.4% | ▼−34% Reduced · −635K sh | |
| 14 | Edgewise Therapeutics Inc COM | $45.7M | 1.45M | 1.8% | ▲+59% Added · +540K sh | |
| 15 | Beta Bionics Inc COM | $43.6M | 4.35M | 1.8% | ▲+72% Added · +1.8M sh | |
| 16 | Alnylam Pharmaceuticals Inc COM | $43.6M | 131.7K | 1.8% | ▲+88% Added · +62K sh | |
| 17 | Syndax Pharmaceuticals Inc COM | $40.3M | 1.73M | 1.6% | ▼−23% Reduced · −520K sh | |
| 18 | Indivior Pharmaceuticals Inc COM | $38.8M | 1.27M | 1.6% | ▲New New position | |
| 19 | Neuropace Inc COM | $38.6M | 2.93M | 1.6% | ▲+8.5% Added · +229K sh | |
| 20 | Livanova PLC SHS | $37.0M | 582.5K | 1.5% | ▲+2.6% Added · +15K sh | |
| 21 | Mirum Pharmaceuticals Inc COM | $37.0M | 400.3K | 1.5% | ▼−30% Reduced · −173K sh | |
| 22 | Biomarin Pharmaceutical Inc COM | $36.8M | 650.6K | 1.5% | ▼−51% Reduced · −669K sh | |
| 23 | Progyny Inc COM | $35.1M | 2.07M | 1.4% | ▲New New position | |
| 24 | Inspire Med Sys Inc COM | $29.7M | 576.3K | 1.2% | ▲+92% Added · +277K sh | |
| 25 | Edap TMS S A SPONSORED ADR | $27.2M | 7.31M | 1.1% | —Held | |
| 26 | Kiniksa Pharmaceuticals Intl ORD SHS CL A | $25.1M | 521.4K | 1.0% | ▼−11% Reduced · −66K sh | |
| 27 | Merck & Co Inc COM | $24.4M | 203.0K | 1.0% | ▲New New position | |
| 28 | Organogenesis Hldgs Inc COM | $23.9M | 10.09M | 1.0% | ▲+1.0% Added · +100K sh | |
| 29 | Natera Inc COM | $23.8M | 119.0K | 1.0% | ▲+495% Added · +99K sh | |
| 30 | Axogen Inc COM | $22.5M | 679.2K | 0.9% | ▼−44% Reduced · −528K sh | |
| 31 | Vaxcyte Inc COM | $22.4M | 385.5K | 0.9% | ▼−37% Reduced · −223K sh | |
| 32 | Icon PLC SHS | $21.2M | 192.0K | 0.9% | ▲New New position | |
| 33 | Pharvaris N V COM | $19.8M | 702.1K | 0.8% | —Held | |
| 34 | Cerus Corp COM | $19.6M | 10.75M | 0.8% | ▲+169% Added · +6.8M sh | |
| 35 | Trevi Therapeutics Inc COM | $19.3M | 1.62M | 0.8% | ▲+80% Added · +720K sh | |
| 36 | Inhibikase Therapeutics Inc COM NEW | $18.3M | 10.88M | 0.7% | —Held | |
| 37 | Context Therapeutics Inc COM | $18.2M | 6.96M | 0.7% | ▲New New position | |
| 38 | Vir Biotechnology Inc COM | $17.9M | 2.00M | 0.7% | ▲New New position | |
| 39 | Xenon Pharmaceuticals Inc COM | $17.0M | 292.0K | 0.7% | ▲New New position | |
| 40 | Travere Therapeutics Inc COM | $16.2M | 546.0K | 0.7% | ▲New New position | |
| 41 | Tandem Diabetes Care Inc COM NEW | $15.0M | 783.0K | 0.6% | ▲New New position | |
| 42 | Nurix Therapeutics Inc COM | $14.5M | 938.2K | 0.6% | ▼−23% Reduced · −281K sh | |
| 43 | Urogen Pharma Ltd COM | $13.1M | 727.0K | 0.5% | ▲+385% Added · +577K sh | |
| 44 | Sionna Therapeutics Inc COM | $11.8M | 293.5K | 0.5% | ▲+9.3% Added · +25K sh | |
| 45 | Corcept Therapeutics Inc COM | $11.5M | 285.5K | 0.5% | ▲New New position | |
| 46 | Jade Biosciences Inc COM NEW | $11.2M | 796.7K | 0.5% | —Held | |
| 47 | Veracyte Inc COM | $10.3M | 319.9K | 0.4% | ▲32× Added · +310K sh | |
| 48 | Invivyd Inc COM | $10.0M | 7.71M | 0.4% | —Held | |
| 49 | C4 Therapeutics Inc COM STK | $10.0M | 3.80M | 0.4% | —Held | |
| 50 | Orthopediatrics Corp COM | $9.8M | 615.4K | 0.4% | ▲+17% Added · +90K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 93 | $2.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 95 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 88 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 95 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 75 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 81 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 87 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 92 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 91 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 73 | $901.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 91 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 101 | $899.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 77 | $965.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 72 | $697.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 76 | $736.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 72 | $641.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 65 | $775.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 68 | $998.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 72 | $641.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 65 | $650.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 72 | $555.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Apr 29, 2021 | 65 | $757.9M | 13F-HR/A |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 63 | $188.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.