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
$2.36B
AUM Growth
+$486M
(+26%)
Holding
120
Top Buys
| 1 | +$83.9M | |
| 2 | +$54M | |
| 3 | +$51.7M | |
| 4 |
Insulet
PODD
|
+$46.9M |
| 5 |
Alkermes
ALKS
|
+$39.6M |
Top Sells
| 1 | +$183M | |
| 2 | +$92.4M | |
| 3 | +$83.9M | |
| 4 |
CDTX
Cidara Therapeutics
CDTX
|
+$73.5M |
| 5 |
United Therapeutics
UTHR
|
+$41.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Terns Pharmaceuticals
TERN
$4.57B
| $8.59M | 0.36% |
212,710
-7,914,390
|
|
||
|
CDTX
52
DELISTED
Cidara Therapeutics
CDTX
| $8.57M | 0.36% |
38,811
-455,000
|
|
||
53
Insmed
INSM
$30.9B
| $8.44M | 0.36% |
48,500
+45,950
|
|
||
54
Cerus
CERS
$391M
| $8.24M | 0.35% |
+4,000,000
|
|
||
55
Erasca
ERAS
$4.81B
| $8.04M | 0.34% |
2,162,162
|
|
||
56
Avalo Therapeutics
AVTX
$325M
| $8.03M | 0.34% |
+441,978
|
|
||
57
C4 Therapeutics
CCCC
$294M
| $7.27M | 0.31% |
3,803,942
-3,250,000
|
|
||
58
Evolus
EOLS
$367M
| $7.12M | 0.3% |
1,070,000
-380,000
|
|
||
59
CG Oncology
CGON
$5.1B
| $7.06M | 0.3% |
170,000
-120,000
|
|
||
60
AnaptysBio
ANAB
$1.59B
| $6.54M | 0.28% |
135,000
-491,040
|
|
||
|
BLTE
61
Belite Bio
BLTE
$6.47B
| $6.46M | 0.27% |
40,354
-169,646
|
|
||
62
Structure Therapeutics
GPCR
$4.23B
| $6.26M | 0.27% |
+90,000
|
|
||
|
ABVX
63
Abivax
ABVX
$8.91B
| $6.07M | 0.26% |
+45,000
|
|
||
|
ORKA
64
Oruka Therapeutics
ORKA
$1.61B
| $5.76M | 0.24% |
+190,000
|
|
||
65
MoonLake Immunotherapeutics
MLTX
$1.29B
| $5.27M | 0.22% |
+400,000
|
|
||
66
NeoGenomics
NEO
$1.19B
| $5.03M | 0.21% |
+427,504
|
|
||
67
Natera
NTRA
$27.9B
| $4.58M | 0.19% |
+20,000
|
|
||
68
CalciMedica
CALC
$9.52M
| $4.51M | 0.19% |
683,904
|
|
||
69
Pulmonx
LUNG
$66.4M
| $4.5M | 0.19% |
+2,038,323
|
|
||
70
Cogent Biosciences
COGT
$6.08B
| $4.26M | 0.18% |
+120,000
|
|
||
71
Indivior Pharmaceuticals
INDV
$4.01B
| $3.59M | 0.15% |
100,000
-1,366,000
|
|
||
72
UroGen Pharma
URGN
$918M
| $3.51M | 0.15% |
150,000
-529,000
|
|
||
73
Tyra Biosciences
TYRA
$1.84B
| $3.29M | 0.14% |
+125,000
|
|
||
74
Karyopharm Therapeutics
KPTI
$162M
| $3.24M | 0.14% |
+440,000
|
|
||
75
Zymeworks
ZYME
$1.87B
| $2.63M | 0.11% |
+100,000
|
|