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 | |
|---|---|---|---|---|---|---|
26
Integra LifeSciences
IART
$935M
| $20.6M | 1.04% |
1,440,818
+53,000
|
|
||
27
Neurocrine Biosciences
NBIX
$13.4B
| $19.4M | 0.98% |
+138,000
|
|
||
28
AnaptysBio
ANAB
$1.28B
| $19.2M | 0.97% |
626,040
+305,000
|
|
||
|
EDAP
29
EDAP TMS
EDAP
$138M
| $16.7M | 0.84% |
7,309,254
|
|
||
30
Pharvaris
PHVS
$1.7B
| $16.1M | 0.81% |
647,052
-85,916
|
|
||
31
Vericel Corp
VCEL
$1.84B
| $15.7M | 0.79% |
497,953
+447,000
|
|
||
32
C4 Therapeutics
CCCC
$211M
| $15.7M | 0.79% |
7,053,942
+75,000
|
|
||
|
BLTE
33
Belite Bio
BLTE
$6B
| $15.5M | 0.78% |
+210,000
|
|
||
34
Veracyte
VCYT
$3.3B
| $14.5M | 0.73% |
422,055
-293,384
|
|
||
35
RAPT Therapeutics
RAPT
$1.6B
| $13.9M | 0.7% |
+537,903
|
|
||
|
36
UroGen Pharma
URGN
$905M
| $13.5M | 0.68% |
679,000
-1,506,000
|
|
||
37
STAAR Surgical
STAA
$1.04B
| $13.4M | 0.68% |
500,000
-2,484,733
|
|
||
|
SION
38
Sionna Therapeutics
SION
$1.79B
| $12.2M | 0.61% |
413,500
+37,500
|
|
||
39
CG Oncology
CGON
$4.52B
| $11.7M | 0.59% |
290,000
+135,000
|
|
||
40
uniQure
QURE
$1.4B
| $11.7M | 0.59% |
+200,000
|
|
||
41
QuidelOrtho
QDEL
$2.22B
| $11M | 0.56% |
375,000
+201,000
|
|
||
42
Mirum Pharmaceuticals
MIRM
$4.75B
| $10.9M | 0.55% |
148,696
-150,000
|
|
||
43
ADMA Biologics
ADMA
$4.19B
| $10.8M | 0.54% |
738,000
+563,000
|
|
||
44
Inhibikase Therapeutics
IKT
$200M
| $10.2M | 0.52% |
6,325,000
|
|
||
45
Globus Medical
GMED
$12.4B
| $10.1M | 0.51% |
+176,000
|
|
||
46
GSK
GSK
$96.1B
| $9.5M | 0.48% |
+220,000
|
|
||
47
Rigel Pharmaceuticals
RIGL
$660M
| $9.35M | 0.47% |
330,010
-328,135
|
|
||
48
Evolus
EOLS
$328M
| $8.9M | 0.45% |
1,450,000
-669,000
|
|
||
49
Verastem
VSTM
$501M
| $8.26M | 0.42% |
935,909
|
|
||
50
Arcellx
ACLX
$4.17B
| $8.21M | 0.41% |
100,000
-23,031
|
|