SCM
Soleus Capital Management Portfolio holdings
AUM
$1.87B
1-Year Est. Return
32.07%
1 Year Est. Return
+32.07%
AUM
$1.87B
AUM Growth
+$423M
(+29%)
Holding
113
Top Buys
| 1 | +$61.3M | |
| 2 | +$57.8M | |
| 3 | +$45.9M | |
| 4 |
Twist Bioscience
TWST
|
+$42.5M |
| 5 |
Amicus Therapeutics
FOLD
|
+$37M |
Top Sells
| 1 | +$90.5M | |
| 2 | +$66.8M | |
| 3 | +$41.7M | |
| 4 |
Grifois
GRFS
|
+$32.4M |
| 5 |
UroGen Pharma
URGN
|
+$30M |
Sector Composition
| 1 | Healthcare | 100% |
| 2 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Krystal Biotech
KRYS
$6.79B
| $180M | 9.05% |
1,018,831
+95,873
|
|
||
2
TG Therapeutics
TGTX
$4.88B
| $139M | 6.99% |
3,844,731
+1,600,796
|
|
||
3
NovoCure
NVCR
$1.36B
| $125M | 6.27% |
9,644,872
+2,740,570
|
|
||
4
Elevance Health
ELV
$73.5B
| $83.9M | 4.22% |
259,650
+189,650
|
|
||
|
BBNX
5
Beta Bionics
BBNX
$1.29B
| $76.9M | 3.87% |
3,870,158
+50,000
|
|
||
6
United Therapeutics
UTHR
$21.1B
| $62.9M | 3.17% |
150,000
-59,794
|
|
||
7
Terns Pharmaceuticals
TERN
$2.64B
| $61M | 3.07% |
8,127,100
-40,000
|
|
||
8
Celcuity
CELC
$4.89B
| $58.2M | 2.93% |
1,178,860
-1,832,958
|
|
||
9
Inspire Medical Systems
INSP
$3.98B
| $54M | 2.72% |
728,188
+619,188
|
|
||
|
10
Twist Bioscience
TWST
$1.98B
| $52.5M | 2.64% |
1,866,234
+1,511,833
|
|
||
11
argenx
ARGX
$55.5B
| $51.2M | 2.58% |
69,426
+26,550
|
|
||
12
Organogenesis Holdings
ORGO
$602M
| $51.2M | 2.58% |
12,131,699
-211,652
|
|
||
13
BioMarin Pharmaceuticals
BMRN
$10.3B
| $48.2M | 2.43% |
890,304
-12,000
|
|
||
14
Cidara Therapeutics
CDTX
$6.93B
| $47.3M | 2.38% |
493,811
+31,000
|
|
||
15
Praxis Precision Medicines
PRAX
$6.2B
| $45.5M | 2.29% |
859,166
-107,574
|
|
||
|
16
Amicus Therapeutics
FOLD
$3.05B
| $37M | 1.86% |
+4,690,000
|
|
||
17
Indivior
INDV
$4.39B
| $35.3M | 1.78% |
+1,466,000
|
|
||
18
Madrigal Pharmaceuticals
MDGL
$13.1B
| $31.3M | 1.58% |
68,336
+60,336
|
|
||
19
ANI Pharmaceuticals
ANIP
$1.84B
| $31.2M | 1.57% |
340,243
+289,500
|
|
||
20
Syndax Pharmaceuticals
SNDX
$1.77B
| $31M | 1.56% |
2,012,110
+920,000
|
|
||
21
Axogen
AXGN
$1.54B
| $30.8M | 1.55% |
1,726,553
+267,158
|
|
||
22
Neuropace
NPCE
$546M
| $30.5M | 1.54% |
2,957,957
+645,000
|
|
||
|
23
Grifois
GRFS
$6.02B
| $24.9M | 1.25% |
2,500,000
-3,256,805
|
|
||
24
Geron
GERN
$836M
| $23.7M | 1.19% |
17,290,000
+1,150,000
|
|
||
25
Nurix Therapeutics
NRIX
$1.83B
| $22.4M | 1.13% |
2,422,833
|
|