Caligan Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Caligan Partners LP disclosed 16 US equity positions worth $515.1m in its Q2 2025 13F filing. The largest position was VRNA at 26.4% of the reported book, followed by LQDA and EXEL. Against the Q1 2025 filing, it opened 1 new position, added to 8 and reduced 2 among the top 16 holdings.
What did Caligan Partners LP own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VRNA VERONA PHARMA PLC | 26.4% | $135.9m | 1,436,878 | 0% | held | |
| 2 | LQDA LIQUIDIA CORPORATION | Healthcare | 19.6% | $101.2m | 8,118,892 | 0% | held |
| 3 | EXEL EXELIXIS INC | Healthcare | 13.1% | $67.2m | 1,525,730 | 0% | held |
| 4 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 6.9% | $35.6m | 1,071,258 | 53% | added |
| 5 | MERUS N V | 6.7% | $34.6m | 656,999 | 74% | added | |
| 6 | EOLS EVOLUS INC | Healthcare | 6.0% | $30.8m | 3,341,970 | 22% | added |
| 7 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 5.3% | $27.3m | 2,017,352 | -6% | reduced |
| 8 | RVMD REVOLUTION MEDICINES INC | Healthcare | 4.5% | $23.4m | 636,835 | 37% | added |
| 9 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 2.9% | $15.2m | 1,435,130 | 0% | held |
| 10 | ABVX ABIVAX SA | 2.5% | $12.8m | 1,674,400 | 32% | added | |
| 11 | YMABUSD Y-MABS THERAPEUTICS INC | 2.1% | $10.6m | 2,342,609 | 0% | held | |
| 12 | RZLT REZOLUTE INC | 1.3% | $6.9m | 1,543,014 | 992% | added | |
| 13 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.1% | $5.7m | 638,908 | -79% | reduced |
| 14 | VRCA VERRICA PHARMACEUTICALS INC | 1.0% | $4.9m | 9,239,119 | 3% | added | |
| 15 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.4% | $1.8m | 189,950 | 660% | added |
| 16 | AURA AURA BIOSCIENCES INC | 0.2% | $1.3m | 200,000 | – | new |
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.