SCM

Soleus Capital Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 93.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+93.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$83.9M
2
+$54M
3
+$51.7M
4
PODD icon
Insulet
PODD
+$46.9M
5
ALKS icon
Alkermes
ALKS
+$39.6M

Top Sells

1
+$183M
2
+$92.4M
3
+$83.9M
4
CDTX
Cidara Therapeutics
CDTX
+$73.5M
5
UTHR icon
United Therapeutics
UTHR
+$41.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALNY icon
26
Alnylam Pharmaceuticals
ALNY
$42.5B
$27.8M 1.18%
70,000
+54,750
INSP icon
27
Inspire Medical Systems
INSP
$1.8B
$27.6M 1.17%
299,399
-428,789
VCEL icon
28
Vericel Corp
VCEL
$1.7B
$27.5M 1.17%
764,000
+266,047
ARGX icon
29
argenx
ARGX
$44.4B
$26.7M 1.13%
31,726
-37,700
RAPT
30
DELISTED
RAPT Therapeutics
RAPT
$25.9M 1.1%
764,000
+226,097
NBIX icon
31
Neurocrine Biosciences
NBIX
$12.9B
$25M 1.06%
175,982
+37,982
KNSA icon
32
Kiniksa Pharmaceuticals
KNSA
$3.53B
$24.2M 1.03%
587,000
+437,000
EDAP
33
EDAP TMS
EDAP
$154M
$24M 1.02%
7,309,254
TFX icon
34
Teleflex
TFX
$5.01B
$23.2M 0.98%
+190,000
NRIX icon
35
Nurix Therapeutics
NRIX
$1.55B
$23.1M 0.98%
1,219,394
-1,203,439
EWTX icon
36
Edgewise Therapeutics
EWTX
$2.95B
$22.6M 0.96%
+910,000
IKT icon
37
Inhibikase Therapeutics
IKT
$228M
$22.3M 0.95%
10,875,000
+4,550,000
PHVS icon
38
Pharvaris
PHVS
$1.68B
$19.5M 0.83%
702,052
+55,000
IVVD icon
39
Invivyd
IVVD
$508M
$19M 0.81%
+7,708,727
CAPR icon
40
Capricor Therapeutics
CAPR
$1.52B
$18.7M 0.79%
+646,390
THC icon
41
Tenet Healthcare
THC
$20.6B
$18.4M 0.78%
+92,500
RCUS icon
42
Arcus Biosciences
RCUS
$2.74B
$17M 0.72%
+711,983
ELVN icon
43
Enliven Therapeutics
ELVN
$1.75B
$15.8M 0.67%
+1,025,000
MBX
44
MBX Biosciences
MBX
$1.37B
$12.9M 0.55%
408,900
+133,900
RIGL icon
45
Rigel Pharmaceuticals
RIGL
$524M
$12.9M 0.55%
300,034
-29,976
JBIO
46
Jade Biosciences
JBIO
$693M
$12.3M 0.52%
796,744
TRVI icon
47
Trevi Therapeutics
TRVI
$1.71B
$11.3M 0.48%
900,000
+875,000
SION
48
Sionna Therapeutics
SION
$1.6B
$11M 0.47%
268,500
-145,000
SEPN
49
Septerna Inc
SEPN
$1.29B
$10.7M 0.45%
383,368
+365,108
KIDS icon
50
OrthoPediatrics
KIDS
$453M
$9.33M 0.4%
525,447
+397,447
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