Caligan Partners LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Caligan Partners LP disclosed 12 US equity positions worth $315.5m in its Q3 2024 13F filing. The largest position was LQDA at 25.7% of the reported book, followed by VRNA and EXEL.
What did Caligan Partners LP own in Q3 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LQDA LIQUIDIA CORPORATION | Healthcare | 25.7% | $81.2m | 8,118,592 | – | |
| 2 | VRNA VERONA PHARMA PLC | 13.1% | $41.3m | 1,436,878 | – | ||
| 3 | EXEL EXELIXIS INC | Healthcare | 12.6% | $39.6m | 1,525,730 | – | |
| 4 | EOLS EVOLUS INC | Healthcare | 11.3% | $35.5m | 2,193,488 | – | |
| 5 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 11.2% | $35.4m | 1,435,130 | – | |
| 6 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 8.2% | $25.8m | 579,717 | – | |
| 7 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 6.2% | $19.6m | 2,583,585 | – | |
| 8 | YMABUSD Y-MABS THERAPEUTICS INC | 5.0% | $15.7m | 1,195,253 | – | ||
| 9 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 3.8% | $11.9m | 981,155 | – | |
| 10 | NBP I MAB | Healthcare | 1.4% | $4.3m | 3,499,330 | – | |
| 11 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 1.1% | $3.3m | 322,453 | – | |
| 12 | OTLK OUTLOOK THERAPEUTICS INC | 0.5% | $1.7m | 318,699 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.