Caligan Partners Lp Portfolio Stock Holdings
Caligan Partners Lp disclosed 24 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include LIQUIDIA CORPORATION, ABIVAX SA, and REVOLUTION MEDICINES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $1.4B
Holdings by Sector
Caligan Partners Lp Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LIQUIDIA CORPORATION | LQDA | Healthcare | 21.67% | 8,118,892 | - | - | $306,406,984 |
| ABIVAX SA | ABVX | Healthcare | 11.51% | 1,461,924 | +10,000 | +0.69% | $162,785,237 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 11.37% | 1,652,808 | +368,908 | +28.73% | $160,735,578 |
| VAXCYTE INC | PCVX | Healthcare | 8.47% | 2,060,719 | +355,904 | +20.88% | $119,748,381 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 5.73% | 1,393,027 | +843,362 | +153.43% | $81,004,520 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 5.31% | 2,772,654 | - | - | $75,111,197 |
| EXELIXIS INC | EXEL | Healthcare | 4.71% | 1,553,262 | - | - | $66,619,407 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.56% | 2,408,798 | -1,321,097 | -35.42% | $50,392,054 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 3.46% | 1,276,968 | +332,711 | +35.24% | $48,907,874 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 3.13% | 878,127 | +878,127 | +100.00% | $44,292,726 |
| ADMA BIOLOGICS INC | ADMA | Healthcare | 3.03% | 4,756,511 | +1,744,003 | +57.89% | $42,856,164 |
| SAB BIOTHERAPEUTICS INC | SABS | Healthcare | 2.16% | 7,967,207 | +7,967,207 | +100.00% | $30,514,403 |
| OPUS GENETICS INC | OCUP | Other | 1.96% | 6,075,028 | +6,075,028 | +100.00% | $27,641,377 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 1.73% | 1,635,023 | +753,490 | +85.47% | $24,410,893 |
| ANIKA THERAPEUTICS INC | ANIK | Healthcare | 1.47% | 1,435,130 | - | - | $20,809,385 |
| AURA BIOSCIENCES INC | AURA | Healthcare | 0.11% | 229,864 | +229,864 | +100.00% | $1,537,790 |
Caligan Partners Lp Options Holdings in Q1 2026
4 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | CGON | CG Oncology, Inc. | CALL | 900,000 | $60,912,000 |
| Q1 2026 | RVMD | Revolution Medicines, Inc. | CALL | 228,900 | $22,260,525 |
| Q1 2026 | AGIO | Agios Pharmaceuticals, Inc. | CALL | 90,000 | $3,044,700 |
| Q1 2026 | ADMA | ADMA Biologics Inc | CALL | 300,000 | $2,703,000 |
Notional value represents the total exposure of the options position.