Soleus Capital Management, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.3T

Holdings

87

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
XBISPDR SER TR
900,000$88.9B6.89%Call
2
IOVAIOVANCE BIOTHERAPEUTICS INC
8,528,500$80.1B6.20%
3
TGTXTG THERAPEUTICS INC
2,534,540$59.3B4.59%
4
TERNTERNS PHARMACEUTICALS INC
6,223,544$51.9B4.02%
5
AXGNAXOGEN INC
3,005,943$42.1B3.26%
6
GRFSGRIFOLS S A
4,521,703$40.2B3.11%
7
KRYSKRYSTAL BIOTECH INC
216,979$39.5B3.06%
8
CCCCC4 THERAPEUTICS INC
6,603,996$37.6B2.91%
9
UTHUNITED THERAPEUTICS CORP DEL
101,894$36.5B2.83%
10
SNYSANOFI
612,000$35.3B2.73%
11
ORGOORGANOGENESIS HLDGS INC
11,839,876$33.9B2.62%
12
IDYAIDEAYA BIOSCIENCES INC
1,049,314$33.2B2.57%
13
RVMDREVOLUTION MEDICINES INC
704,584$32.0B2.47%
14
QDELQUIDELORTHO CORP
686,000$31.3B2.42%
15
EPIEURESSA PHARMA INC
4,288,167$26.0B2.01%
16
JSPRJASPER THERAPEUTICS INC
1,343,665$25.3B1.96%
17
SU6SURMODICS INC
637,698$24.7B1.91%
18
NRIXNURIX THERAPEUTICS INC
1,065,834$23.9B1.85%
19
TXG10X GENOMICS INC
951,000$21.5B1.66%
20
SNDXSYNDAX PHARMACEUTICALS INC
1,090,984$21.0B1.63%
21
MRUSMERUS N V
398,321$19.9B1.54%
22
CSTLCASTLE BIOSCIENCES INC
662,332$18.9B1.46%
23
EDAEDAP TMS S A
7,309,254$18.6B1.44%
24
ONCBEIGENE LTD
82,750$18.6B1.44%
25
CELCCELCUITY INC
1,245,387$18.6B1.44%
26
LLYELI LILLY & CO
19,300$17.1B1.32%
27
NPCENEUROPACE INC
2,433,168$17.0B1.31%
28
EOLSEVOLUS INC
1,037,680$16.8B1.30%
29
ALNYALNYLAM PHARMACEUTICALS INC
59,400$16.3B1.26%
30
BSFAANI PHARMACEUTICALS INC
269,000$16.0B1.24%
31
ELVELEVANCE HEALTH INC
29,650$15.4B1.19%
32
RI2RIGEL PHARMACEUTICALS INC
934,788$15.1B1.17%
33
PRAXPRAXIS PRECISION MEDICINES I
259,398$14.9B1.16%
34
KROSKEROS THERAPEUTICS INC
224,600$13.0B1.01%
35
CGONCG ONCOLOGY INC
340,585$12.9B1.00%
36
IMUXIMMUNIC INC
7,293,007$12.0B0.93%
37
BHCBAUSCH HEALTH COS INC
1,424,000$11.6B0.90%
38
PHVSPHARVARIS N V
598,169$11.1B0.86%
39
LONGBOARD PHARMACEUTICALS IN
318,269$10.6B0.82%
40
OFIXORTHOFIX MED INC
606,933$9.5B0.73%
41
VSTMVERASTEM INC
2,827,963$8.5B0.65%
42
ENTAENANTA PHARMACEUTICALS INC
785,546$8.1B0.63%
43
KIDSORTHOPEDIATRICS CORP
288,945$7.8B0.61%
44
ACLXARCELLX INC
93,031$7.8B0.60%
45
NUVLNUVALENT INC
74,357$7.6B0.59%
46
KNSAKINIKSA PHARMACEUTICALS INTL
302,500$7.6B0.59%
47
BDSXBIODESIX INC
4,038,065$7.2B0.56%
48
TAKTAKEDA PHARMACEUTICAL CO LTD
500,000$7.1B0.55%
49
RLAYRELAY THERAPEUTICS INC
910,000$6.4B0.50%
50
SMMTSUMMIT THERAPEUTICS INC
285,000$6.2B0.48%
51
ELVNENLIVEN THERAPEUTICS INC
239,705$6.1B0.47%
52
BLCOBAUSCH PLUS LOMB CORP
312,000$6.0B0.47%
53
TQ80THERATECHNOLOGIES INC
4,801,376$6.0B0.46%
54
ERASERASCA INC
2,162,162$5.9B0.46%
55
APLTAPPLIED THERAPEUTICS INC
680,784$5.8B0.45%
56
ADPTADAPTIVE BIOTECHNOLOGIES COR
1,112,749$5.7B0.44%
57
ARVNARVINAS INC
228,800$5.6B0.44%
58
ALECALECTOR INC
1,207,371$5.6B0.44%
59
ENGNENGENE HOLDINGS INC
800,000$5.3B0.41%
60
YMABUSDY-MABS THERAPEUTICS INC
399,982$5.3B0.41%
61
TMCITREACE MED CONCEPTS INC
887,941$5.2B0.40%
62
SLNSILENCE THERAPEUTICS PLC
260,000$4.7B0.37%
63
BCABBIOATLA INC
2,517,478$4.4B0.34%
64
DYNDYNE THERAPEUTICS INC
117,500$4.2B0.33%
65
PODDINSULET CORP
16,750$3.9B0.30%
66
NARIUSDINARI MED INC
93,878$3.9B0.30%
67
NTRANATERA INC
29,900$3.8B0.29%
68
NSPRINSPIREMD INC
1,378,128$3.7B0.29%
69
MREOMEREO BIOPHARMA GROUP PLC
846,953$3.5B0.27%
70
CALCCALCIMEDICA INC
783,904$3.5B0.27%
71
ABBVABBVIE INC
15,750$3.1B0.24%
72
PCVXVAXCYTE INC
27,050$3.1B0.24%
73
TNGXTANGO THERAPEUTICS INC
343,152$2.6B0.20%
74
ESTAESTABLISHMENT LABS HLDGS INC
59,400$2.6B0.20%
75
MDXHMDXHEALTH SA
1,105,000$2.3B0.18%
76
IM8NINSMED INC
30,272$2.2B0.17%
77
VRDNVIRIDIAN THERAPEUTICS INC
95,000$2.2B0.17%
78
AVU0ADVERUM BIOTECHNOLOGIES INC
287,246$2.0B0.16%
79
DP8CERVOMED INC
126,614$1.8B0.14%
80
VCYTVERACYTE INC
54,303$1.8B0.14%
81
BCYCBICYCLE THERAPEUTICS PLC
78,315$1.8B0.14%
82
GSKGSK PLC
37,500$1.5B0.12%
83
ABVXABIVAX SA
125,000$1.4B0.11%
84
OLMAOLEMA PHARMACEUTICALS INC
103,500$1.2B0.10%
85
WHWKAADI BIOSCIENCE INC
333,227$686.4M0.05%
86
IMVTIMMUNOVANT INC
9,678$275.9M0.02%
87
IOBTIO BIOTECH INC
192,670$202.3M0.02%