Caligan Partners LP

CIK: 0001727492SEC EDGAR →

Portfolio Value

$1.2B

Holdings

21

As of

Q4 2025

New Positions

4

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

LIQUIDIA CORPORATION

8,118,892$280.0M
23.05%
2

ABIVAX SA

1,451,924$195.8M
16.12%
3
MLYSPut

MINERALYS THERAPEUTICS INC

5,071,054$184.0M
15.15%
4

REVOLUTION MEDICINES INC

1,283,900$102.3M
8.42%
5

VAXCYTE INC

1,704,815$78.7M
6.48%
6

EXELIXIS INC

1,553,262$68.1M
5.60%
7

ADMA BIOLOGICS INC

3,012,508$54.9M
4.52%
8
XENEPut

XENON PHARMACEUTICALS INC

1,099,365$49.3M
4.06%
9
INBXCall

INHIBRX BIOSCIENCES INC

473,565$37.4M
3.08%
10

TANGO THERAPEUTICS INC

3,729,895$33.0M
2.72%

Quarterly Changes

Top Buys

MLYSNEW
$184.0M
PCVXNEW
$78.7M
RVMD↑ Increased
$52.6M
XENENEW
$49.3M
INBXNEW
$37.4M

Top Sells

MLYSCLOSED
$105.1M
AGIOCLOSED
$84.5M
EOLSCLOSED
$25.4M
MRUSCLOSED
$20.4M
XENECLOSED
$17.8M

New Positions (12)

$184.0M · 5.1M shares
$78.7M · 1.7M shares
$49.3M · 1.1M shares
$37.4M · 474K shares
$33.0M · 3.7M shares
$22.8M · 550K shares
$21.8M · 644K shares
$10.0M · 925K shares
$9.3M · 2.0M shares
$2.4M · 90K shares
$1.8M · 21K shares
$839K · 556K shares

Closed Positions (8)

$105.1M · 2.8M shares
$84.5M · 2.1M shares
$25.4M · 4.1M shares
$20.4M · 217K shares
$17.8M · 445K shares
$8.0M · 236K shares
$3.7M · 2.3M shares
$1.4M · 227K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare20$1.1B94.4%
Unknown1$68.1M5.6%