Caligan Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Caligan Partners LP disclosed 25 US equity positions worth $2.1bn in its Q2 2026 13F filing. The largest position was LQDA at 31.2% of the reported book, followed by RVMD and ABVX. Against the Q1 2026 filing, it opened 5 new positions, added to 9 and reduced 3 among the top 25 holdings.
What did Caligan Partners LP own in Q2 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LQDA LIQUIDIA CORPORATION | Healthcare | 31.2% | $647.3m | 8,118,892 | 0% | held |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 17.7% | $367.4m | 1,961,795 | 19% | added |
| 3 | ABVX ABIVAX SA | Healthcare | 10.0% | $207.6m | 1,557,924 | 7% | added |
| 4 | PCVX VAXCYTE INC | Healthcare | 6.1% | $127.2m | 2,188,636 | 6% | added |
| 5 | EXEL EXELIXIS INC | Healthcare | 4.1% | $84.5m | 1,553,262 | 0% | held |
| 6 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.8% | $78.2m | 2,500,103 | 4% | added |
| 7 | AVTX AVALO THERAPEUTICS INC | Healthcare | 2.8% | $58.5m | 3,163,866 | 94% | added |
| 8 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.6% | $53.7m | 889,944 | -36% | reduced |
| 9 | ADMA ADMA BIOLOGICS INC | Healthcare | 2.3% | $47.9m | 5,725,007 | 20% | added |
| 10 | LB PHARMACEUTICALS INC | 2.3% | $46.7m | 1,438,070 | 0% | held | |
| 11 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.1% | $43.9m | 1,381,317 | – | new |
| 12 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.9% | $40.3m | 2,193,981 | – | new |
| 13 | VOR VOR BIOPHARMA INC | Healthcare | 1.7% | $35.4m | 1,925,066 | 0% | held |
| 14 | SABS SAB BIOTHERAPEUTICS INC | 1.5% | $31.1m | 7,967,207 | 0% | held | |
| 15 | IVA INVENTIVA SA | 1.5% | $30.9m | 8,163,191 | 64% | added | |
| 16 | AURA AURA BIOSCIENCES INC | 1.5% | $30.5m | 4,298,248 | 1770% | added | |
| 17 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.2% | $25.8m | 806,986 | -37% | reduced |
| 18 | IRD OPUS GENETICS INC | 1.2% | $25.0m | 6,077,084 | 0% | held | |
| 19 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 1.0% | $21.0m | 1,435,130 | 0% | held |
| 20 | SGMT SAGIMET BIOSCIENCES INC | Healthcare | 0.9% | $19.3m | 2,500,000 | – | new |
| 21 | ARTV ARTIVA BIOTHERAPEUTICS INC | 0.8% | $16.8m | 1,736,111 | – | new | |
| 22 | FTH FAETH THERAPEUTICS INC | 0.8% | $15.7m | 629,467 | 400% | added | |
| 23 | MBX MBX BIOSCIENCES INC | Healthcare | 0.5% | $11.0m | 200,000 | -76% | reduced |
| 24 | VRCA VERRICA PHARMACEUTICALS INC | 0.3% | $5.7m | 923,910 | 0% | held | |
| 25 | CLRB CELLECTAR BIOSCIENCES INC | 0.1% | $1.3m | 469,998 | – | 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.