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Portfolio (Quarterly) Guide ↗

Soleus Capital Management, L.P.

· CIK 0001802630
13F Portfolio $2.9B AUM 97 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 25 Added 41 Reduced 18 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BDSX BIODESIX INC Healthcare 585,958.0 $13.2M 0.46% +169K +40.6% $22.55 +35.7%
22 IMVT IMMUNOVANT INC Healthcare 252,000.0 $9.7M 0.34% +22K +9.6% $38.53 +13.9%
23 INSM INSMED INC Healthcare 90,250.0 $9.6M 0.33% +80K +780.5% $106.62 +16.7%
24 GPCR STRUCTURE THERAPEUTICS INC Healthcare 107,000.0 $5.7M 0.20% +27K +33.8% $53.67 -8.0%
25 CNTX CONTEXT THERAPEUTICS INC Healthcare 7,063,141.0 $3.9M 0.14% +100K +1.4% $0.55 -23.5%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%