Caligan Partners LP 13F holdings
Caligan Partners LP reported 25 positions with a total reported value of $2.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: LQDA LIQUIDIA CORPORATION (31.2%), RVMD REVOLUTION MEDICINES INC (17.7%), ABVX ABIVAX SA (10.0%), PCVX VAXCYTE INC (6.1%), EXEL EXELIXIS INC (4.1%). Against 2026-03-31 it opened 5 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Caligan Partners LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 25 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LQDA LIQUIDIA CORPORATION | 8,118,892 | $647.3M | 31.2% |
| RVMD REVOLUTION MEDICINES INC | 1,961,795 | $367.4M | 17.7% |
| ABVX ABIVAX SA | 1,557,924 | $207.6M | 10.0% |
| PCVX VAXCYTE INC | 2,188,636 | $127.2M | 6.1% |
| EXEL EXELIXIS INC | 1,553,262 | $84.5M | 4.1% |
| TNGX TANGO THERAPEUTICS INC | 2,500,103 | $78.2M | 3.8% |
| AVTX AVALO THERAPEUTICS INC | 3,163,866 | $58.5M | 2.8% |
| XENE XENON PHARMACEUTICALS INC | 889,944 | $53.7M | 2.6% |
| ADMA ADMA BIOLOGICS INC | 5,725,007 | $47.9M | 2.3% |
| LBRX LB PHARMACEUTICALS INC | 1,438,070 | $46.7M | 2.3% |
| IMCR IMMUNOCORE HLDGS PLC | 1,381,317 | $43.9M | 2.1% |
| VIRIDIAN THERAPEUTICS INC | 2,193,981 | $40.3M | 1.9% |
| VOR VOR BIOPHARMA INC | 1,925,066 | $35.4M | 1.7% |
| SABS SAB BIOTHERAPEUTICS INC | 7,967,207 | $31.1M | 1.5% |
| IVA INVENTIVA SA | 8,163,191 | $30.9M | 1.5% |
| AURA AURA BIOSCIENCES INC | 4,298,248 | $30.5M | 1.5% |
| TYRA TYRA BIOSCIENCES INC | 806,986 | $25.8M | 1.2% |
| IRD OPUS GENETICS INC | 6,077,084 | $25.0M | 1.2% |
| ANIK ANIKA THERAPEUTICS INC | 1,435,130 | $21.0M | 1.0% |
| SGMT SAGIMET BIOSCIENCES INC | 2,500,000 | $19.3M | 0.9% |
| ARTV ARTIVA BIOTHERAPEUTICS INC | 1,736,111 | $16.8M | 0.8% |
| FTH FAETH THERAPEUTICS INC | 629,467 | $15.7M | 0.8% |
| MBX MBX BIOSCIENCES INC | 200,000 | $11.0M | 0.5% |
| VRCA VERRICA PHARMACEUTICALS INC | 923,910 | $5.7M | 0.3% |
| CLRB CELLECTAR BIOSCIENCES INC | 469,998 | $1.3M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 1,652,808 | 1,961,795 | +18.7% | $367.4M |
| AURA AURA BIOSCIENCES INC | 229,864 | 4,298,248 | +1,769.9% | $30.5M |
| AVTX AVALO THERAPEUTICS INC | 1,635,023 | 3,163,866 | +93.5% | $58.5M |
| ABVX ABIVAX SA | 1,461,924 | 1,557,924 | +6.6% | $207.6M |
| FTH FAETH THERAPEUTICS INC | 126,002 | 629,467 | +399.6% | $15.7M |
| IVA INVENTIVA SA | 4,974,906 | 8,163,191 | +64.1% | $30.9M |
| ADMA ADMA BIOLOGICS INC | 4,756,511 | 5,725,007 | +20.4% | $47.9M |
| PCVX VAXCYTE INC | 2,060,719 | 2,188,636 | +6.2% | $127.2M |
| TNGX TANGO THERAPEUTICS INC | 2,408,798 | 2,500,103 | +3.8% | $78.2M |
| IRD OPUS GENETICS INC | 6,075,028 | 6,077,084 | +0.0% | $25.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MBX MBX BIOSCIENCES INC | 848,590 | 200,000 | -76.4% | $11.0M |
| XENE XENON PHARMACEUTICALS INC | 1,393,027 | 889,944 | -36.1% | $53.7M |
| TYRA TYRA BIOSCIENCES INC | 1,276,968 | 806,986 | -36.8% | $25.8M |
CIK 1727492 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
