Caligan Partners Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Caligan Partners Lp disclosed 25 stock positions valued at approximately $2.07B as of quarter-end June 30, 2026. The largest holdings include LIQUIDIA CORPORATION, REVOLUTION MEDICINES INC, and ABIVAX SA.

Report Period
June 30, 2026
No. of Stocks
25
Portfolio Value
$2.07B
Holdings by Sector
Caligan Partners Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LIQUIDIA CORPORATIONLQDAHealthcare31.23%8,118,892--$647,319,259
REVOLUTION MEDICINES INCRVMDHealthcare17.73%1,961,795+308,987+18.69%$367,404,968
ABIVAX SAABVXHealthcare10.02%1,557,924+96,000+6.57%$207,608,952
VAXCYTE INCPCVXHealthcare6.14%2,188,636+127,917+6.21%$127,225,411
EXELIXIS INCEXELHealthcare4.08%1,553,262--$84,512,985
TANGO THERAPEUTICS INCTNGXHealthcare3.77%2,500,103+91,305+3.79%$78,153,220
AVALO THERAPEUTICS INCAVTXHealthcare2.82%3,163,866+1,528,843+93.51%$58,468,244
XENON PHARMACEUTICALS INCXENEHealthcare2.59%889,944-503,083-36.11%$53,717,020
ADMA BIOLOGICS INCADMAHealthcare2.31%5,725,007+968,496+20.36%$47,918,309
LB PHARMACEUTICALS INCLBRXOther2.25%1,438,070--$46,672,562
IMMUNOCORE HLDGS PLCIMCRHealthcare2.12%1,381,317+1,381,317+100.00%$43,856,815
VIRIDIAN THERAPEUTICS INCVRDNHealthcare1.94%2,193,981+2,193,981+100.00%$40,303,431
VOR BIOPHARMA INCVOROther1.71%1,925,066--$35,440,465
SAB BIOTHERAPEUTICS INCSABSHealthcare1.50%7,967,207--$31,072,107
INVENTIVA SAIVAOther1.49%8,163,191+3,188,285+64.09%$30,856,862
AURA BIOSCIENCES INCAURAHealthcare1.47%4,298,248+4,068,384+1769.91%$30,517,561
TYRA BIOSCIENCES INCTYRAHealthcare1.24%806,986-469,982-36.80%$25,775,133
OPUS GENETICS INCOCUPOther1.21%6,077,084+2,056+0.03%$24,976,815
ANIKA THERAPEUTICS INCANIKHealthcare1.01%1,435,130--$20,995,952
SAGIMET BIOSCIENCES INCSGMTHealthcare0.93%2,500,000+2,500,000+100.00%$19,325,000
ARTIVA BIOTHERAPEUTICS INCARTVOther0.81%1,736,111+1,736,111+100.00%$16,840,277
FAETH THERAPEUTICS INCFTHOther0.76%629,467+503,465+399.57%$15,736,675
MBX BIOSCIENCES INCMBXOther0.53%200,000-648,590-76.43%$11,040,000
VERRICA PHARMACEUTICALS INCVRCAOther0.27%923,910--$5,654,329
CELLECTAR BIOSCIENCES INCCLRBOther0.06%469,998+469,998+100.00%$1,306,594
Showing 25 of 25 holdings in the latest reporting period.
Caligan Partners Lp Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026RVMDRevolution Medicines, Inc.CALL251,800$47,157,104
Q2 2026AGIOAgios Pharmaceuticals, Inc.CALL90,000$3,339,900
Q2 2026ADMAADMA Biologics IncCALL300,000$2,511,000
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.