Caligan Partners LP

CIK

1727492

Location

NEW YORK, NY

Portfolio Value

Mid $2,125,706,936

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,286 / 8,700 ▲ 450

Top Industry

Biotechnology 68.6%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

15 quarters · since Dec 2022

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.5%

+10.1 pts

Top 5

69.7%

+13.0 pts

Top 10

83.2%

+6.4 pts

HHI

1,516

Moderately concentrated+611

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$2,125,706,936	26

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AURA	Aura Biosciences, Inc.	+4,068,384	4,298,248	$30,517,560
IVA	Inventiva S.A.	+3,188,285	8,163,191	$30,856,861
AVTX	Avalo Therapeutics, Inc.	+1,528,843	3,163,866	$58,468,243
ADMA	Adma Biologics, Inc.	+968,496	6,025,007	$50,429,308
FTH	Faeth Therapeutics, Inc.	+503,465	629,467	$15,736,675
RVMD	Revolution Medicines, Inc.	+331,887	2,213,595	$414,562,071
PCVX	Vaxcyte, Inc.	+127,917	2,188,636	$127,225,410
ABVX	Abivax S.A.	+96,000	1,557,924	$207,608,952
TNGX	Tango Therapeutics, Inc.	+91,305	2,500,103	$78,153,219
IRD	Opus Genetics, Inc.	+2,056	6,077,084	$24,976,815
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
MBX	MBX Biosciences, Inc.	−648,590	200,000	$11,040,000
XENE	Xenon Pharmaceuticals Inc.	−503,083	889,944	$53,717,019
TYRA	Tyra Biosciences, Inc.	−469,982	806,986	$25,775,132
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
IMCR	Immunocore Holdings plc	1,381,317	$43,856,814
VRDN	Viridian Therapeutics, Inc.\DE	2,193,981	$40,303,430
SGMT	Sagimet Biosciences Inc.	2,500,000	$19,325,000
ARTV	Artiva Biotherapeutics, Inc.	1,736,111	$16,840,276
CLRB	Cellectar Biosciences, Inc.	469,998	$1,306,594
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MLYS	Mineralys Therapeutics, Inc.	2,772,654	$75,111,196
CGON	CG Oncology, Inc.	900,000	$60,912,000
SYRE	Spyre Therapeutics, Inc.	878,127	$44,292,725
MAZE	Maze Therapeutics, Inc.	614,962	$18,356,615
XLO	Xilio Therapeutics, Inc.	112,128	$942,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $2,125,706,936 total · filing declares 28 positions · $2,125,706,950 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LQDA	Liquidia Corp Healthcare	Held	8,118,892	0	$647,319,259	+111.3%	30.45%
RVMD	Revolution Medicines, Inc. CALL + SHARES Healthcare	Added	2,213,595	+331,887	$414,562,071	+126.5%	19.50%
ABVX	Abivax S.A. Healthcare	Added	1,557,924	+96,000	$207,608,952	+27.5%	9.77%
PCVX	Vaxcyte, Inc. Healthcare	Added	2,188,636	+127,917	$127,225,410	+6.2%	5.99%
EXEL	Exelixis, Inc. Healthcare	Held	1,553,262	0	$84,512,985	+26.9%	3.98%
TNGX	Tango Therapeutics, Inc. Healthcare	Added	2,500,103	+91,305	$78,153,219	+55.1%	3.68%
AVTX	Avalo Therapeutics, Inc. Healthcare	Added	3,163,866	+1,528,843	$58,468,243	+139.5%	2.75%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	889,944	-503,083	$53,717,019	−33.7%	2.53%
ADMA	Adma Biologics, Inc. CALL + SHARES Healthcare	Added	6,025,007	+968,496	$50,429,308	+10.7%	2.37%
LBRX	Lb Pharmaceuticals Inc Healthcare	Held	1,438,070	0	$46,672,561	+31.6%	2.20%
IMCR	Immunocore Holdings plc Healthcare	NEW	1,381,317	NEW	$43,856,814	NEW	2.06%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	NEW	2,193,981	NEW	$40,303,430	NEW	1.90%
VOR	Vor Biopharma Inc. Healthcare	Held	1,925,066	0	$35,440,465	+3.2%	1.67%
SABS	SAB Biotherapeutics, Inc. Healthcare	Held	7,967,207	0	$31,072,107	+1.8%	1.46%
IVA	Inventiva S.A. Healthcare	Added	8,163,191	+3,188,285	$30,856,861	+11.8%	1.45%
AURA	Aura Biosciences, Inc. Healthcare	Added	4,298,248	+4,068,384	$30,517,560	+1884.5%	1.44%
TYRA	Tyra Biosciences, Inc. Healthcare	Reduced	806,986	-469,982	$25,775,132	−47.3%	1.21%
IRD	Opus Genetics, Inc. Healthcare	Added	6,077,084	+2,056	$24,976,815	−9.6%	1.17%
ANIK	Anika Therapeutics, Inc. Healthcare	Held	1,435,130	0	$20,995,951	+0.9%	0.99%
SGMT	Sagimet Biosciences Inc. Healthcare	NEW	2,500,000	NEW	$19,325,000	NEW	0.91%
ARTV	Artiva Biotherapeutics, Inc. Healthcare	NEW	1,736,111	NEW	$16,840,276	NEW	0.79%
FTH	Faeth Therapeutics, Inc. Healthcare	Added	629,467	+503,465	$15,736,675	+296.2%	0.74%
MBX	MBX Biosciences, Inc. Healthcare	Reduced	200,000	-648,590	$11,040,000	−56.4%	0.52%
VRCA	Verrica Pharmaceuticals Inc. Healthcare	Held	923,910	0	$5,654,329	+15.7%	0.27%
AGIO	Agios Pharmaceuticals, Inc. CALL Healthcare	Held	90,000	0	$3,339,900	+9.7%	0.16%
CLRB	Cellectar Biosciences, Inc. Healthcare	NEW	469,998	NEW	$1,306,594	NEW	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.