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Portfolio (Quarterly) Guide ↗

Soleus Capital Management, L.P.

· CIK 0001802630
13F Portfolio $2.5B AUM 93 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 29 Added 30 Reduced 27 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RLMD RELMADA THERAPEUTICS INC Healthcare 842,106.0 $5.9M 0.24% NEW $6.96 +1.1%
62 CGEM CULLINAN THERAPEUTICS INC Healthcare 410,200.0 $5.8M 0.24% NEW $14.21 -2.6%
63 IMVT IMMUNOVANT INC Healthcare 230,000.0 $5.7M 0.23% -880K -79.3% $24.84 +37.5%
64 MBX MBX BIOSCIENCES INC Healthcare 178,897.0 $5.3M 0.22% -230K -56.2% $29.85 +6.7%
65 IMMUNIC INC 4,500,000.0 $5.0M 0.20% NEW $1.11
66 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,066,960.0 $4.8M 0.19% NEW $4.50 -23.3%
67 ETON PHARMACEUTICALS INC 166,381.0 $4.1M 0.17% NEW $24.68
68 SAB BIOTHERAPEUTICS INC 1,050,000.0 $4.0M 0.16% NEW $3.83
69 PRCT PROCEPT BIOROBOTICS CORP Healthcare 160,000.0 $4.0M 0.16% NEW $25.01 +16.0%
70 GPCR STRUCTURE THERAPEUTICS INC Healthcare 80,000.0 $3.9M 0.16% -10K -11.1% $48.20 -18.7%
71 TECX TECTONIC THERAPEUTIC INC Healthcare 121,684.0 $3.8M 0.15% NEW $30.91 -5.8%
72 LUNG PULMONX CORP Healthcare 2,788,323.0 $3.6M 0.15% +750K +36.8% $1.29 +20.2%
73 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 1,000,000.0 $3.5M 0.14% NEW $3.51 +17.1%
74 ARGX ARGENX SE Healthcare 3,500.0 $2.6M 0.10% -28K -89.0% $730.25 +10.4%
75 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 440,000.0 $2.5M 0.10% $5.57 +46.5%
76 MSLE SATELLOS BIOSCIENCE INC Healthcare 414,359.0 $2.3M 0.09% NEW $5.63 +19.9%
77 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 28,479.0 $1.8M 0.07% NEW $62.70 +19.5%
78 INSPIREMD INC 1,045,708.0 $1.7M 0.07% -104K -9.1% $1.63
79 INSM INSMED INC Healthcare 10,250.0 $1.7M 0.07% -38K -78.9% $163.52 -35.0%
80 CTMX CYTOMX THERAPEUTICS INC. Healthcare 300,000.0 $1.4M 0.06% NEW $4.70 -20.0%
Page 4 of 5  ·  93 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%