Caligan Partners LP 13F Holdings · Q2 2026
Caligan Partners LP reported 25 securities worth $2.13B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LQDA (30.45%), RVMD (19.50%), ABVX (9.77%). Among its top 25 positions this quarter: 4 new, 10 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQDA | LIQUIDIA CORPORATION | $647.3M | 30.45% | 8.1M | Hold |
| 2 | RVMD | REVOLUTION MEDICINES INC | $414.6M | 19.50% | 2.2M | Added |
| 3 | ABVX | ABIVAX SA | $207.6M | 9.77% | 1.6M | Added |
| 4 | PCVX | VAXCYTE INC | $127.2M | 5.99% | 2.2M | Added |
| 5 | EXEL | EXELIXIS INC | $84.5M | 3.98% | 1.6M | Hold |
| 6 | TNGX | TANGO THERAPEUTICS INC | $78.2M | 3.68% | 2.5M | Added |
| 7 | AVTX | AVALO THERAPEUTICS INC | $58.5M | 2.75% | 3.2M | Added |
| 8 | XENE | XENON PHARMACEUTICALS INC | $53.7M | 2.53% | 889,944 | Trimmed |
| 9 | ADMA | ADMA BIOLOGICS INC | $50.4M | 2.37% | 6.0M | Added |
| 10 | LBRX | LB PHARMACEUTICALS INC | $46.7M | 2.20% | 1.4M | Hold |
| 11 | IMCR | IMMUNOCORE HLDGS PLC | $43.9M | 2.06% | 1.4M | New |
| 12 | VRDN | VIRIDIAN THERAPEUTICS INC | $40.3M | 1.90% | 2.2M | New |
| 13 | VOR | VOR BIOPHARMA INC | $35.4M | 1.67% | 1.9M | Hold |
| 14 | SABS | SAB BIOTHERAPEUTICS INC | $31.1M | 1.46% | 8.0M | Hold |
| 15 | IVA | INVENTIVA SA | $30.9M | 1.45% | 8.2M | Added |
| 16 | AURA | AURA BIOSCIENCES INC | $30.5M | 1.44% | 4.3M | Added |
| 17 | TYRA | TYRA BIOSCIENCES INC | $25.8M | 1.21% | 806,986 | Trimmed |
| 18 | IRD | OPUS GENETICS INC | $25.0M | 1.17% | 6.1M | Added |
| 19 | ANIK | ANIKA THERAPEUTICS INC | $21.0M | 0.99% | 1.4M | Hold |
| 20 | SGMT | SAGIMET BIOSCIENCES INC | $19.3M | 0.91% | 2.5M | New |
| 21 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $16.8M | 0.79% | 1.7M | New |
| 22 | FTH | FAETH THERAPEUTICS INC | $15.7M | 0.74% | 629,467 | Added |
| 23 | MBX | MBX BIOSCIENCES INC | $11.0M | 0.52% | 200,000 | Trimmed |
| 24 | VRCA | VERRICA PHARMACEUTICALS INC | $5.7M | 0.27% | 923,910 | Hold |
| 25 | AGIO | AGIOS PHARMACEUTICALS INC | $3.3M | 0.16% | 90,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR