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Caligan Partners LP

CIK 1727492 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Caligan Partners LP reported 25 US-listed holdings worth $2.07 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Liquidia Corp. (31.2%), Revolution Medicines, Inc. (17.7%) and Abivax SA (10.0%). Against the quarter before, it opened 5 positions, added to 9, trimmed 3 and sold out of 4.

Reported holdings$2.07B+46.6% on Q1 2026
Positions25+1 on Q1 2026
The largest ten82.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
LQDA31.2%RVMD17.7%ABVX10.0%PCVX6.1%EXEL4.1%TNGX3.8%AVTX2.8%XENE2.6%ADMA2.3%LBRX2.3%IMCR2.1%VRDN1.9%VOR1.7%SABS1.5%11 more9.8%

The 14 largest of its 25 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $315.5 million in 12 positions$315MQ3 24Q4 2024: $394.9 million in 14 positions$395MQ4 24Q1 2025: $479.2 million in 16 positions$479MQ1 25Q2 2025: $515.1 million in 16 positions$515MQ2 25Q3 2025: $720.7 million in 16 positions$721MQ3 25Q4 2025: $1.09 billion in 20 positions$1.09BQ4 25Q1 2026: $1.41 billion in 24 positions$1.41BQ1 26Q2 2026: $2.07 billion in 25 positions$2.07BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 9Held 8Trimmed 3Sold out 4
Opened: 5Added: 9Held: 8Trimmed: 3Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Immunocore Hldgs PLC IMCR$43.9 million
  2. Viridian Therapeutics Inc. VRDN$40.3 million
  3. Sagimet Biosciences Inc. SGMT$19.3 million
  4. Artiva Biotherapeutics Inc. ARTV$16.8 million
  5. Cellectar Biosciences Inc. CLRB$1.3 million

Added to 9

  1. Revolution Medicines, Inc. RVMD+308,987 shares · +19%
  2. Aura Biosciences Inc. AURA+4.1 million shares · +1770%
  3. Avalo Therapeutics Inc. AVTX+1.5 million shares · +94%
  4. Abivax SA ABVX+96,000 shares · +7%
  5. Sensei Biotherapeutics Inc. FTH+503,465 shares · +400%
  6. Inventiva SA IVA+3.2 million shares · +64%
  7. Adma Biologics, Inc. ADMA+968,496 shares · +20%
  8. Vaxcyte Inc. PCVX+127,917 shares · +6%

and 1 more in the table below

Trimmed 3

  1. MBX Biosciences Inc. MBX-648,590 shares · -76%
  2. Xenon Pharmaceuticals Inc. XENE-503,083 shares · -36%
  3. Tyra Biosciences Inc. TYRA-469,982 shares · -37%

Sold out of 4

  1. Mineralys Therapeutics Inc. MLYS$75.1 million last quarter
  2. Spyre Therapeutics Inc. SYRE$44.3 million last quarter
  3. Maze Therapeatics MAZE$18.4 million last quarter
  4. Xilio Therapeutics Inc. XLO$942,996 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Liquidia Corp. LQDA8,118,892$647.3 million31.23%no change
Revolution Medicines, Inc. RVMD1,961,795$367.4 million17.73%+308,987
Abivax SA ABVX1,557,924$207.6 million10.02%+96,000
Vaxcyte Inc. PCVX2,188,636$127.2 million6.14%+127,917
Exelixis, Inc. EXEL1,553,262$84.5 million4.08%no change
Tango Therapeutics Inc. TNGX2,500,103$78.2 million3.77%+91,305
Avalo Therapeutics Inc. AVTX3,163,866$58.5 million2.82%+1,528,843
Xenon Pharmaceuticals Inc. XENE889,944$53.7 million2.59%-503,083
Adma Biologics, Inc. ADMA5,725,007$47.9 million2.31%+968,496
LB Pharmaceuticals Inc. LBRX1,438,070$46.7 million2.25%no change
Immunocore Hldgs PLC IMCR1,381,317$43.9 million2.12%new
Viridian Therapeutics Inc. VRDN2,193,981$40.3 million1.94%new
Vor Biopharma Inc. VOR1,925,066$35.4 million1.71%no change
Sab Biotherapeutics Inc. SABS7,967,207$31.1 million1.50%no change
Inventiva SA IVA8,163,191$30.9 million1.49%+3,188,285
Aura Biosciences Inc. AURA4,298,248$30.5 million1.47%+4,068,384
Tyra Biosciences Inc. TYRA806,986$25.8 million1.24%-469,982
Ocuphire Pharma Inc. IRD6,077,084$25.0 million1.21%+2,056
Anika Therapeutics Inc. ANIK1,435,130$21.0 million1.01%no change
Sagimet Biosciences Inc. SGMT2,500,000$19.3 million0.93%new
Artiva Biotherapeutics Inc. ARTV1,736,111$16.8 million0.81%new
Sensei Biotherapeutics Inc. FTH629,467$15.7 million0.76%+503,465
MBX Biosciences Inc. MBX200,000$11.0 million0.53%-648,590
Verrica Pharmaceuticals Inc. VRCA923,910$5.7 million0.27%no change
Cellectar Biosciences Inc. CLRB469,998$1.3 million0.06%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Revolution Medicines, Inc. RVMDCalls251,800$47.2 million
Agios Pharmaceuticals Inc. AGIOCalls90,000$3.3 million
Adma Biologics, Inc. ADMACalls300,000$2.5 million

3 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.