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 | |
|---|---|---|---|---|---|---|
1
Krystal Biotech
KRYS
$7.61B
| $180M | 9.61% |
1,018,831
+95,873
|
|
||
2
TG Therapeutics
TGTX
$4.64B
| $139M | 7.42% |
3,844,731
+1,600,796
|
|
||
|
3
NovoCure
NVCR
$1.62B
| $125M | 6.66% |
9,644,872
+2,740,570
|
|
||
4
Elevance Health
ELV
$63.2B
| $83.9M | 4.48% |
259,650
+189,650
|
|
||
|
BBNX
5
Beta Bionics
BBNX
$493M
| $76.9M | 4.11% |
3,870,158
+50,000
|
|
||
6
United Therapeutics
UTHR
$21.3B
| $62.9M | 3.36% |
150,000
-59,794
|
|
||
7
Terns Pharmaceuticals
TERN
$4.57B
| $61M | 3.26% |
8,127,100
-40,000
|
|
||
8
Celcuity
CELC
$5.33B
| $58.2M | 3.11% |
1,178,860
-1,832,958
|
|
||
9
Inspire Medical Systems
INSP
$1.79B
| $54M | 2.89% |
728,188
+619,188
|
|
||
|
10
Twist Bioscience
TWST
$2.98B
| $52.5M | 2.81% |
1,866,234
+1,511,833
|
|
||
11
argenx
ARGX
$45.1B
| $51.2M | 2.74% |
69,426
+26,550
|
|
||
12
Organogenesis Holdings
ORGO
$373M
| $51.2M | 2.74% |
12,131,699
-211,652
|
|
||
13
BioMarin Pharmaceuticals
BMRN
$11.6B
| $48.2M | 2.58% |
890,304
-12,000
|
|
||
|
CDTX
14
DELISTED
Cidara Therapeutics
CDTX
| $47.3M | 2.53% |
493,811
+31,000
|
|
||
15
Praxis Precision Medicines
PRAX
$8.65B
| $45.5M | 2.43% |
859,166
-107,574
|
|
||
16
Amicus Therapeutics
FOLD
$4.5B
| $37M | 1.98% |
+4,690,000
|
|
||
17
Indivior Pharmaceuticals
INDV
$4.01B
| $35.3M | 1.89% |
+1,466,000
|
|
||
18
Madrigal Pharmaceuticals
MDGL
$9.98B
| $31.3M | 1.68% |
68,336
+60,336
|
|
||
19
ANI Pharmaceuticals
ANIP
$1.69B
| $31.2M | 1.67% |
340,243
+289,500
|
|
||
20
Syndax Pharmaceuticals
SNDX
$1.9B
| $31M | 1.65% |
2,012,110
+920,000
|
|
||
21
Axogen
AXGN
$1.51B
| $30.8M | 1.65% |
1,726,553
+267,158
|
|
||
22
Neuropace
NPCE
$453M
| $30.5M | 1.63% |
2,957,957
+645,000
|
|
||
|
23
Grifois
GRFS
$5.85B
| $24.9M | 1.33% |
2,500,000
-3,256,805
|
|
||
24
Geron
GERN
$906M
| $23.7M | 1.27% |
17,290,000
+1,150,000
|
|
||
25
Nurix Therapeutics
NRIX
$1.57B
| $22.4M | 1.2% |
2,422,833
|
|