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Caligan Partners LP
hedge fundUpdated 27 days agoManaged by Caligan Partners Lp • Latest filing Q2 2026
Portfolio value
$2.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
97.5%
Weight of largest holdings
Annualized return
117.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 15 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2022 | $120.2M |
| Q1 2023 | $143.4M |
| Q2 2023 | $177.8M |
| Q3 2023 | $217.8M |
| Q4 2023 | $296.5M |
| Q1 2024 | $378.3M |
| Q2 2024 | $428M |
| Q3 2024 | $315.5M |
| Q4 2024 | $394.9M |
| Q1 2025 | $479.2M |
| Q2 2025 | $520.2M |
| Q3 2025 | $763.5M |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.5B |
| Q2 2026 | $2.1B |
Top holdings
28 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LQDA LIQUIDIA CORPORATION | $647.3M | 8.12M | 30.45% | — |
| 2 | R RVMDW REVOLUTION MEDICINES INC | $367.4M | 1.96M | 17.28% | — |
| 3 | A AAVXF ABIVAX SA | $207.6M | 1.56M | 9.77% | — |
| 4 | P PCVX VAXCYTE INC | $127.2M | 2.19M | 5.99% | — |
| 5 | E EXEL EXELIXIS INC | $84.5M | 1.55M | 3.98% | — |
| 6 | T TNGX TANGO THERAPEUTICS INC | $78.2M | 2.50M | 3.68% | — |
| 7 | A AVTX AVALO THERAPEUTICS INC | $58.5M | 3.16M | 2.75% | — |
| 8 | X XENE XENON PHARMACEUTICALS INC | $53.7M | 889.9K | 2.53% | — |
| 9 | A ADMA ADMA BIOLOGICS INC | $47.9M | 5.73M | 2.25% | — |
| 10 | R RVMDW REVOLUTION MEDICINES INC | $47.2M | 251.8K | 2.22% | — |
| 11 | L LBRX LB PHARMACEUTICALS INC | $46.7M | 1.44M | 2.20% | — |
| 12 | I IMCR IMMUNOCORE HLDGS PLC | $43.9M | 1.38M | 2.06% | — |
| 13 | V VRDN VIRIDIAN THERAPEUTICS INC | $40.3M | 2.19M | 1.90% | — |
| 14 | V VOR VOR BIOPHARMA INC | $35.4M | 1.93M | 1.67% | — |
| 15 | S SABSW SAB BIOTHERAPEUTICS INC | $31.1M | 7.97M | 1.46% | — |
| 16 | I IVEVF INVENTIVA SA | $30.9M | 8.16M | 1.45% | — |
| 17 | A AURA AURA BIOSCIENCES INC | $30.5M | 4.30M | 1.44% | — |
| 18 | T TYRA TYRA BIOSCIENCES INC | $25.8M | 807.0K | 1.21% | — |
| 19 | I IRD OPUS GENETICS INC | $25M | 6.08M | 1.18% | — |
| 20 | A ANIK ANIKA THERAPEUTICS INC | $21M | 1.44M | 0.99% | — |