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
$1.87B
AUM Growth
+$423M
(+29%)
Holding
113
Top Buys
| 1 | +$62.7M | |
| 2 | +$59M | |
| 3 | +$52.7M | |
| 4 |
Twist Bioscience
TWST
|
+$45.8M |
| 5 |
NovoCure
NVCR
|
+$36.6M |
Top Sells
| 1 | +$73.4M | |
| 2 | +$59.2M | |
| 3 | +$37.3M | |
| 4 |
Grifois
GRFS
|
+$32.5M |
| 5 |
UroGen Pharma
URGN
|
+$27M |
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
$758M
| $20.6M | 1.1% |
1,440,818
+53,000
|
|
||
27
Neurocrine Biosciences
NBIX
$12.9B
| $19.4M | 1.04% |
+138,000
|
|
||
28
AnaptysBio
ANAB
$1.53B
| $19.2M | 1.02% |
626,040
+305,000
|
|
||
|
EDAP
29
EDAP TMS
EDAP
$154M
| $16.7M | 0.89% |
7,309,254
|
|
||
30
Pharvaris
PHVS
$1.68B
| $16.1M | 0.86% |
647,052
-85,916
|
|
||
31
Vericel Corp
VCEL
$1.71B
| $15.7M | 0.84% |
497,953
+447,000
|
|
||
32
C4 Therapeutics
CCCC
$295M
| $15.7M | 0.84% |
7,053,942
+75,000
|
|
||
|
BLTE
33
Belite Bio
BLTE
$6.5B
| $15.5M | 0.83% |
+210,000
|
|
||
34
Veracyte
VCYT
$2.69B
| $14.5M | 0.77% |
422,055
-293,384
|
|
||
|
RAPT
35
DELISTED
RAPT Therapeutics
RAPT
| $13.9M | 0.74% |
+537,903
|
|
||
|
36
UroGen Pharma
URGN
$958M
| $13.5M | 0.72% |
679,000
-1,506,000
|
|
||
37
STAAR Surgical
STAA
$911M
| $13.4M | 0.72% |
500,000
-2,484,733
|
|
||
|
SION
38
Sionna Therapeutics
SION
$1.6B
| $12.2M | 0.65% |
413,500
+37,500
|
|
||
39
CG Oncology
CGON
$5.22B
| $11.7M | 0.62% |
290,000
+135,000
|
|
||
40
uniQure
QURE
$889M
| $11.7M | 0.62% |
+200,000
|
|
||
41
QuidelOrtho
QDEL
$1.42B
| $11M | 0.59% |
375,000
+201,000
|
|
||
42
Mirum Pharmaceuticals
MIRM
$5.21B
| $10.9M | 0.58% |
148,696
-150,000
|
|
||
43
ADMA Biologics
ADMA
$3.67B
| $10.8M | 0.58% |
738,000
+563,000
|
|
||
44
Inhibikase Therapeutics
IKT
$228M
| $10.2M | 0.55% |
6,325,000
|
|
||
45
Globus Medical
GMED
$11.8B
| $10.1M | 0.54% |
+176,000
|
|
||
46
GSK
GSK
$109B
| $9.5M | 0.51% |
+220,000
|
|
||
47
Rigel Pharmaceuticals
RIGL
$524M
| $9.35M | 0.5% |
330,010
-328,135
|
|
||
48
Evolus
EOLS
$358M
| $8.9M | 0.48% |
1,450,000
-669,000
|
|
||
49
Verastem
VSTM
$481M
| $8.26M | 0.44% |
935,909
|
|
||
50
Arcellx
ACLX
$6.69B
| $8.21M | 0.44% |
100,000
-23,031
|
|