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 | |
|---|---|---|---|---|---|---|
101
Mural Oncology
MURA
$35.4M
| – | – |
-1,323,877
|
|
||
102
Orthofix Medical
OFIX
$630M
| – | – |
-261,147
|
|
||
103
Revolution Medicines
RVMD
$15.4B
| – | – |
-10,000
|
|
||
104
The Beauty Health Co
SKIN
$186M
| – | – |
-1,000,000
|
|
||
105
Soleno Therapeutics
SLNO
$2.76B
| – | – |
-10,000
|
|
||
|
SRDX
106
DELISTED
Surmodics
SRDX
| – | – |
-789,060
|
|
||
107
Scholar Rock
SRRK
$4.59B
| – | – |
-125,000
|
|
||
|
THTX
108
DELISTED
Theratechnologies
THTX
| – | – |
-4,801,376
|
|
||
109
Tandem Diabetes Care
TNDM
$1.42B
| – | – |
-200,000
|
|
||
110
GeneDx Holdings
WGS
$4.59B
| – | – |
-40,000
|
|
||
111
State Street SPDR S&P Biotech ETF
XBI
$8.18B
| – | – |
0
|
|
||
112
Xenon Pharmaceuticals
XENE
$3.48B
| – | – |
-78,800
|
|
||
|
YMAB
113
DELISTED
Y-mAbs Therapeutics
YMAB
| – | – |
-349,982
|
|