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Soleus Capital Management’s NovoCure NVCR Stock Holding History

Soleus Capital Management’s Portfolio NVCR Stock Details NVCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$114M Buy
10,492,391
+1,961,726
+23% +$24.5M 4.63% 5
2025
Q4 		$110M Sell
8,530,665
-1,114,207
-12% -$14.3M 4.07% 4
2025
Q3 		$125M Buy
9,644,872
+2,740,570
+40% +$36.6M 6.27% 3
2025
Q2 		$123M Buy
6,904,302
+1,382,888
+25% +$24.1M 8.14% 2
2025
Q1 		$98.4M Buy
5,521,414
+2,781,710
+102% +$63.2M 7.08% 3
2024
Q4 		$81.6M Buy
+2,739,704
New +$58M 5.13% 2
2024
Q3 		– Sell
-108,900
Closed -$1.87M – 101
2024
Q2 		$1.87M Sell
108,900
-586,859
-84% -$10.3M 0.16% 81
2024
Q1 		$10.9M Buy
695,759
+394,759
+131% +$5.81M 0.81% 35
2023
Q4 		$4.49M Sell
301,000
-43,100
-13% -$577K 0.5% 47
2023
Q3 		$5.56M Buy
344,100
+99,000
+40% +$2.85M 0.51% 50
2023
Q2 		$10.2M Buy
245,100
+115,100
+89% +$7.15M 1.13% 27
2023
Q1 		$7.82M Buy
+130,000
New +$10.4M 0.81% 35
2022
Q3 		– Sell
-13,275
Closed -$923K – 84
2022
Q2 		$923K Sell
13,275
-4,000
-23% -$301K 0.14% 69
2022
Q1 		$1.43M Sell
17,275
-5,000
-22% -$368K 0.18% 60
2021
Q4 		$1.67M Sell
22,275
-5,000
-18% -$502K 0.17% 56
2021
Q3 		$3.17M Sell
27,275
-71,700
-72% -$10.8M 0.49% 49
2021
Q2 		$22M Buy
98,975
+73,650
+291% +$14.3M 3.38% 7
2021
Q1 		$3.35M Buy
25,325
+326
+1% +$51.6K 0.6% 34
2020
Q4 		$4.33M Sell
24,999
-27,378
-52% -$3.75M 0.57% 22
2020
Q3 		$5.83M Sell
52,377
-4,020
-7% -$321K 3.09% 12
2020
Q2 		$3.34M Buy
56,397
+50,800
+908% +$3.34M 1.91% 18
2020
Q1 		$377K Buy
+5,597
New +$442K 0.44% 36

Other funds holding NVCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Soleus Capital Management's NVCR Position: Q1 2026 in Review

Soleus Capital Management increased its NovoCure (NVCR) stake by 23% in Q1 2026, buying an estimated $24.5M and bringing the position to 10,492,391 shares worth $114M. The position accounts for 4.63% of the portfolio, ranked #5.

Soleus Capital Management first reported a position in NVCR in Q1 2020 and has held it in 22 quarters since. The position peaked at $125M in Q3 2025. 222 funds tracked by Wall St. Rank hold NVCR as of Q1 2026.

  • Soleus Capital Management held 10,492,391 shares of NovoCure worth $114M as of Q1 2026.
  • Soleus Capital Management bought 1,961,726 NovoCure shares in Q1 2026, an estimated $24.5M.
  • NovoCure made up 4.63% of Soleus Capital Management's portfolio in Q1 2026, its #5 holding.
  • Soleus Capital Management first reported a position in NovoCure in Q1 2020 and has held it in 22 quarters since.
  • Soleus Capital Management's NovoCure position peaked at $125M in Q3 2025.
  • 222 funds tracked by Wall St. Rank held NovoCure as of Q1 2026.

Based on Soleus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.