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Portfolio (Quarterly) Guide ↗

Soleus Capital Management, L.P.

· CIK 0001802630
13F Portfolio $2.7B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New
Page 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACLX ARCELLX INC Healthcare 30,000.0 $2.0M 0.07% NEW $65.20 +76.5%
82 OLMA OLEMA PHARMACEUTICALS INC Healthcare 69,874.0 $1.7M 0.06% NEW $25.00 -45.3%
83 BCAX BICARA THERAPEUTICS INC Healthcare 100,000.0 $1.7M 0.06% NEW $16.83 +28.8%
84 KOD KODIAK SCIENCES INC Healthcare 60,000.0 $1.7M 0.06% NEW $27.96 +29.6%
85 GRAL GRAIL INC Healthcare 11,000.0 $941K 0.04% NEW $85.59 -21.5%
86 GUTS FRACTYL HEALTH INC Healthcare 400,000.0 $880K 0.03% NEW $2.20 -58.7%
87 STAA STAAR SURGICAL CO Healthcare 25,000.0 $577K 0.02% NEW $23.09 +40.6%
88 VCYT VERACYTE INC Healthcare 10,000.0 $421K 0.02% NEW $42.10 +7.0%
89 JASPER THERAPEUTICS INC 200,000.0 $366K 0.01% NEW $1.83
90 QNRX QUOIN PHARMACEUTICALS LTD Healthcare 25,000.0 $361K 0.01% NEW $14.43 -66.9%
91 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 500.0 $291K 0.01% NEW $582.34 -11.2%
92 LBRX LB PHARMACEUTICALS INC Healthcare 10,000.0 $223K 0.01% NEW $22.26 +26.3%
93 DYN DYNE THERAPEUTICS INC Healthcare 10,000.0 $196K 0.01% NEW $19.56 -11.2%
94 DCTH DELCATH SYS INC Healthcare 10,000.0 $101K 0.00% NEW $10.10 +9.1%
95 TNGX TANGO THERAPEUTICS INC Healthcare 10,000.0 $89K 0.00% NEW $8.86 +128.4%
Page 5 of 5  ·  95 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%