SCM
Soleus Capital Management Portfolio holdings
AUM
$2.36B
1-Year Est. Return
93.5%
This Fund
S&P 500
1 Year Est. Return
+93.5%
AUM
$2.36B
AUM Growth
+$486M
(+26%)
Holding
120
Top Buys
| 1 | +$83.9M | |
| 2 | +$54M | |
| 3 | +$51.7M | |
| 4 |
Insulet
PODD
|
+$46.9M |
| 5 |
Alkermes
ALKS
|
+$39.6M |
Top Sells
| 1 | +$183M | |
| 2 | +$92.4M | |
| 3 | +$83.9M | |
| 4 |
CDTX
Cidara Therapeutics
CDTX
|
+$73.5M |
| 5 |
United Therapeutics
UTHR
|
+$41.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Krystal Biotech
KRYS
$7.42B
| $232M | 9.84% |
941,059
-77,772
|
|
||
2
Celcuity
CELC
$5.32B
| $180M | 7.65% |
1,808,258
+629,398
|
|
||
3
NovoCure
NVCR
$1.46B
| $110M | 4.68% |
8,530,665
-1,114,207
|
|
||
4
Praxis Precision Medicines
PRAX
$8.65B
| $107M | 4.54% |
362,966
-496,200
|
|
||
5
TG Therapeutics
TGTX
$4.65B
| $93.6M | 3.97% |
3,139,312
-705,419
|
|
||
6
DexCom
DXCM
$26.2B
| $86.1M | 3.65% |
+1,297,094
|
|
||
7
BioMarin Pharmaceuticals
BMRN
$11.8B
| $78.4M | 3.33% |
1,320,000
+429,696
|
|
||
8
Globus Medical
GMED
$11.8B
| $77.4M | 3.29% |
887,000
+711,000
|
|
||
|
BBNX
9
Beta Bionics
BBNX
$471M
| $77.2M | 3.28% |
2,534,565
-1,335,593
|
|
||
10
Amicus Therapeutics
FOLD
$4.5B
| $74.2M | 3.15% |
5,207,284
+517,284
|
|
||
11
Twist Bioscience
TWST
$2.88B
| $59.1M | 2.51% |
1,861,802
-4,432
|
|
||
12
Organogenesis Holdings
ORGO
$359M
| $51.7M | 2.19% |
9,985,951
-2,145,748
|
|
||
13
Syndax Pharmaceuticals
SNDX
$1.92B
| $47.2M | 2% |
2,247,110
+235,000
|
|
||
14
Mirum Pharmaceuticals
MIRM
$5.17B
| $45.3M | 1.92% |
573,614
+424,918
|
|
||
|
15
Insulet
PODD
$16.7B
| $42.6M | 1.81% |
+150,000
|
|
||
16
Neuropace
NPCE
$467M
| $41.7M | 1.77% |
2,703,208
-254,749
|
|
||
17
Axogen
AXGN
$1.48B
| $39.5M | 1.68% |
1,206,855
-519,698
|
|
||
18
ANI Pharmaceuticals
ANIP
$1.66B
| $38.4M | 1.63% |
486,243
+146,000
|
|
||
|
19
Alkermes
ALKS
$4.77B
| $37M | 1.57% |
+1,322,364
|
|
||
20
LivaNova
LIVN
$3.49B
| $34.9M | 1.48% |
+567,500
|
|
||
21
GSK
GSK
$109B
| $31.3M | 1.33% |
639,000
+419,000
|
|
||
22
Geron
GERN
$977M
| $30.7M | 1.3% |
23,290,000
+6,000,000
|
|
||
|
23
United Therapeutics
UTHR
$21B
| $29.2M | 1.24% |
60,000
-90,000
|
|
||
24
Immunovant
IMVT
$5.43B
| $28.2M | 1.2% |
+1,110,000
|
|
||
25
Vaxcyte
PCVX
$8.53B
| $28.1M | 1.19% |
+608,958
|
|