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Soleus Capital Management, L.P.
Soleus Capital Management, L.P. is a Connecticut-based investment firm founded in 2018 that specializes in the healthcare sector, targeting innovative areas of life sciences such as biotech, medtech, diagnostics, and genomics. The firm invests across the healthcare lifecycle from developmental-stage companies to commercial enterprises, aiming to support the growth and commercialization of cutting-edge healthcare technologies. Soleus Capital employs approximately 16 people and serves both public and private companies seeking investment in complex and niche healthcare opportunities.
Investment Strategy
Soleus Capital seeks to generate superior risk-adjusted returns through idiosyncratic, catalyst-driven investing with a focus on complex and niche opportunities in the public and private healthcare space. Their strategy centers around identifying innovative life sciences businesses, including biotech, medtech, diagnostics, and genomics, and investing across the lifecycle from early development to commercial operations. The firm emphasizes supporting high-potential healthcare innovations through a combination of deep sector expertise and targeted capital deployment.
Latest 13F Filing Activity
Soleus Capital Management, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Krystal Biotech Inc., Alnylam Pharmaceuticals Inc., Urogen Pharma LTD among other positions. Soleus Capital Management, L.P. reduced exposure to TG Therapeutics Inc., Biomarin Pharmaceutical Inc., Iovance Biotherapeutics Inc. among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KRYS | KRYSTAL BIOTECH INC | 8.40% | $126.9M | 922,958 | $150.10 | $137.46 | +$47.2M |
N NVCR | NOVOCURE LTD | 8.14% | $122.9M | 6,904,302 | $22.57 | $17.80 | +$24.5M |
T TGTX | TG THERAPEUTICS INC | 5.35% | $80.8M | 2,243,935 | $16.51 | $35.99 | -$31.5M |
U UTHR | UNITED THERAPEUTICS CORP DEL | 3.99% | $60.3M | 209,794 | $255.79 | $287.35 | +$12.4M |
B BBNX | BETA BIONICS INC | 3.68% | $55.6M | 3,820,158 | $12.50 | $14.56 | +$14.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
X XBI | SPDR SERIES TRUST | New | Put | $62.2M | 7,500 | $82.93 | $82.93 | +7,500 | +$62.2M |
Industry Allocation
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