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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TECX TECTONIC THERAPEUTIC INC Healthcare 101,684.0 $3.5M 0.12% -20K -16.4% $34.38 +4.6%
82 AXGN AXOGEN INC Healthcare 57,036.0 $2.6M 0.09% -622K -91.6% $46.19 +11.7%
83 MSLE SATELLOS BIOSCIENCE INC Healthcare 314,359.0 $2.4M 0.08% -100K -24.1% $7.78 +20.4%
84 AVBP ARRIVENT BIOPHARMA INC Healthcare 50,000.0 $1.7M 0.06% NEW $34.74 -10.4%
85 CORT CORCEPT THERAPEUTICS INC Healthcare 19,653.0 $1.7M 0.06% -266K -93.1% $86.95 +37.8%
86 SOLID BIOSCIENCES INC 150,000.0 $1.5M 0.05% NEW $9.99
87 VCYT VERACYTE INC Healthcare 25,000.0 $1.5M 0.05% -295K -92.2% $58.73 -24.6%
88 CGEM CULLINAN THERAPEUTICS INC Healthcare 50,000.0 $910K 0.03% -360K -87.8% $18.21 +25.5%
89 INSPIREMD INC 1,045,708.0 $732K 0.03% $0.70
90 WGS GENEDX HOLDINGS CORP Healthcare 10,000.0 $686K 0.02% NEW $68.65 +31.5%
91 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 150,000.0 $624K 0.02% -850K -85.0% $4.16 +94.2%
92 LRMR LARIMAR THERAPEUTICS INC Healthcare 188,102.0 $574K 0.02% -879K -82.4% $3.05 +36.7%
93 CGON CG ONCOLOGY INC Healthcare 5,000.0 $355K 0.01% -15K -75.0% $71.05 +10.4%
94 QNRX QUOIN PHARMACEUTICALS LTD Healthcare 72,730.0 $352K 0.01% $4.84 +7.0%
95 EQ EQUILLIUM INC Healthcare 90,000.0 $288K 0.01% NEW $3.20 -26.2%
96 NTRA NATERA INC Healthcare 1,000.0 $271K 0.01% -118K -99.2% $271.45 +24.7%
97 NEO NEOGENOMICS INC Healthcare 10,000.0 $146K 0.01% -165K -94.3% $14.59 +19.1%
Page 5 of 5  ·  97 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%