Caligan Partners LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Caligan Partners LP disclosed 14 US equity positions worth $394.9m in its Q4 2024 13F filing. The largest position was LQDA at 29.3% of the reported book, followed by VRNA and EXEL. Against the Q3 2024 filing, it opened 4 new positions, added to 5 and reduced 1 among the top 14 holdings.
What did Caligan Partners LP own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LQDA LIQUIDIA CORPORATION | Healthcare | 29.3% | $115.5m | 8,118,592 | 0% | held |
| 2 | VRNA VERONA PHARMA PLC | 16.9% | $66.7m | 1,436,878 | 0% | held | |
| 3 | EXEL EXELIXIS INC | Healthcare | 12.9% | $50.8m | 1,525,730 | 0% | held |
| 4 | EOLS EVOLUS INC | Healthcare | 7.5% | $29.7m | 2,692,388 | 23% | added |
| 5 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 6.0% | $23.6m | 1,435,130 | 0% | held |
| 6 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 5.7% | $22.5m | 2,995,932 | 16% | added |
| 7 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 5.2% | $20.6m | 626,280 | 8% | added |
| 8 | SG7 SAGE THERAPEUTICS INC | 4.2% | $16.6m | 3,052,538 | – | new | |
| 9 | YMABUSD Y-MABS THERAPEUTICS INC | 3.5% | $13.8m | 1,767,982 | 48% | added | |
| 10 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 3.2% | $12.4m | 1,011,155 | 3% | added |
| 11 | MERUS N V | 2.7% | $10.7m | 255,000 | – | new | |
| 12 | ABVX ABIVAX SA | 1.4% | $5.5m | 752,167 | – | new | |
| 13 | VRCA VERRICA PHARMACEUTICALS INC | 1.3% | $5.2m | 7,429,687 | – | new | |
| 14 | ENTA ENANTA PHARMACEUTICALS INC | Healthcare | 0.3% | $1.1m | 184,826 | -43% | reduced |
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.