Caligan Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Caligan Partners LP disclosed 24 US equity positions worth $1.4bn in its Q1 2026 13F filing. The largest position was LQDA at 21.7% of the reported book, followed by ABVX and RVMD.
What did Caligan Partners LP own in Q1 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LQDA LIQUIDIA CORPORATION | Healthcare | 21.7% | $306.4m | 8,118,892 | – | |
| 2 | ABVX ABIVAX SA | Healthcare | 11.5% | $162.8m | 1,461,924 | – | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 11.4% | $160.7m | 1,652,808 | – | |
| 4 | PCVX VAXCYTE INC | Healthcare | 8.5% | $119.7m | 2,060,719 | – | |
| 5 | XENE XENON PHARMACEUTICALS INC | Healthcare | 5.7% | $81.0m | 1,393,027 | – | |
| 6 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 5.3% | $75.1m | 2,772,654 | – | |
| 7 | EXEL EXELIXIS INC | Healthcare | 4.7% | $66.6m | 1,553,262 | – | |
| 8 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.6% | $50.4m | 2,408,798 | – | |
| 9 | TYRA TYRA BIOSCIENCES INC | Healthcare | 3.5% | $48.9m | 1,276,968 | – | |
| 10 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 3.1% | $44.3m | 878,127 | – | |
| 11 | ADMA ADMA BIOLOGICS INC | Healthcare | 3.0% | $42.9m | 4,756,511 | – | |
| 12 | LB PHARMACEUTICALS INC | 2.4% | $34.6m | 1,438,070 | – | ||
| 13 | VOR VOR BIOPHARMA INC | Healthcare | 2.4% | $34.3m | 1,925,066 | – | |
| 14 | SABS SAB BIOTHERAPEUTICS INC | 2.2% | $30.5m | 7,967,207 | – | ||
| 15 | IRD OPUS GENETICS INC | 2.0% | $27.6m | 6,075,028 | – | ||
| 16 | IVA INVENTIVA SA | 2.0% | $27.6m | 4,974,906 | – | ||
| 17 | MBX MBX BIOSCIENCES INC | Healthcare | 1.8% | $25.3m | 848,590 | – | |
| 18 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.7% | $24.4m | 1,635,023 | – | |
| 19 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 1.5% | $20.8m | 1,435,130 | – | |
| 20 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.3% | $18.4m | 614,962 | – | |
| 21 | VRCA VERRICA PHARMACEUTICALS INC | 0.3% | $4.9m | 923,910 | – | ||
| 22 | FTH SENSEI BIOTHERAPEUTICS INC | 0.3% | $4.0m | 126,002 | – | ||
| 23 | AURA AURA BIOSCIENCES INC | 0.1% | $1.5m | 229,864 | – | ||
| 24 | XLO XILIO THERAPEUTICS INC | 0.1% | $943.0k | 112,128 | – |
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.