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CIK: 0001727492
Total reported value
$2.1B
$2.1B
21 檔
39.6%
During the Q4 2025 filing period, Caligan Partners LP (CIK: 0001727492) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 21 reported positions.
In Q4 2025, Caligan Partners LP displayed an active expansion posture, initiating 8 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQDA | Liquidia CORP | Stock-Other | 23.05% | +10.06% | — | |
| 2 | ABVX | Abivax Sa-adr | Stock-Other | 16.12% | -1.06% | — | |
| 3 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 15.15% | -5.00% | EXIT | |
| 4 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 8.42% | +7.32% | +20.64% | |
| 5 | PCVX | Vaxcyte Inc | Stock-Other | 6.48% | -1.98% | — | |
| 6 | EXEL | Exelixis Inc | Stock-Healthcare | 5.60% | -0.45% | +1.80% | |
| 7 | ADMA | Adma Biologics Inc | Stock-Healthcare | 4.52% | -0.66% | +14.26% | |
| 8 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 4.06% | -2.86% | +147.29% | |
| 9 | INBX | Inhibrx Biosciences Inc | Stock-Other | 3.08% | — | +100.34% | |
| 10 | TNGX | Tango Therapeutics Inc | Stock-Other | 2.72% | +0.33% | — | |
| 11 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.04% | -2.04% | +35.51% | |
| 12 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.88% | -1.22% | EXIT | |
| 13 | RAPT | Rapt Therapeutics Inc | Stock-Other | 1.80% | — | — | |
| 14 | AVTX | Avalo Therapeutics Inc | Stock-Other | 1.32% | +1.13% | +5.78% | |
| 15 | ANIK | Anika Therapeutics Inc | Stock-Other | 1.14% | -0.39% | — | |
| 16 | VOR | Vor Biopharma Inc | Stock-Other | 0.82% | -0.62% | — | |
| 17 | IVA | Inventiva SA - Adr | Stock-Other | 0.77% | -0.39% | — | |
| 18 | VRCA | Verrica Pharmaceuticals Inc | Stock-Other | 0.63% | -0.06% | — | |
| 19 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 0.20% | -0.04% | -95.73% | |
| 20 | SPRB | Spruce Biosciences Inc | Stock-Other | 0.15% | — | — | |
| 21 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INBX | Inhibrx Biosciences Inc | +2% | +100.34% | Add |
| 2 | RVMD | Revolution Medicines Inc | +1.9% | +20.64% | Add |
| 3 | XENE | Xenon Pharmaceuticals Inc | +1.7% | +147.29% | Add |
| 4 | MLYS | Mineralys Therapeutics Inc | +1.4% | +82.90% | Add |
| 5 | TYRA | Tyra Biosciences Inc | +0.8% | +35.51% | Add |
| 6 | VRCA | Verrica Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 7 | ABVX | Abivax Sa-adr | 0% | — | Unchanged |
| 8 | AVTX | Avalo Therapeutics Inc | -0.1% | +5.78% | Add |
| 9 | ADMA | Adma Biologics Inc | -0.5% | +14.26% | Add |
| 10 | ANIK | Anika Therapeutics Inc | -0.6% | — | Unchanged |
| 11 | LQDA | Liquidia CORP | -1.1% | — | Unchanged |
| 12 | EXEL | Exelixis Inc | -2.7% | +1.80% | Add |
| 13 | AGIO | Agios Pharmaceuticals Inc | -10.9% | -95.73% | Trim |
| 14 | PCVX | Vaxcyte Inc | — | NEW | New buy |
| 15 | TNGX | Tango Therapeutics Inc | — | NEW | New buy |
| 16 | EOLS | Evolus Inc | — | EXIT | Sold out |
| 17 | MAZE | Maze Therapeutics Inc | — | NEW | New buy |
| 18 | RAPT | Rapt Therapeutics Inc | — | NEW | New buy |
| 19 | ✓ | Merus N V | — | EXIT | Sold out |
| 20 | VOR | Vor Biopharma Inc | — | NEW | New buy |
| 21 | IVA | Inventiva SA - Adr | — | NEW | New buy |
| 22 | SLS | Sellas Life Sciences Group I | — | EXIT | Sold out |
| 23 | SPRB | Spruce Biosciences Inc | — | NEW | New buy |
| 24 | AURA | Aura Biosciences Inc | — | EXIT | Sold out |
| 25 | ELDN | Eledon Pharmaceuticals Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Caligan Partners LP reported a total U.S. public equity portfolio value of $2.1B across 21 disclosed positions in Q4 2025.
During Q4 2025, Caligan Partners LP's top holdings by market value included LQDA (23.1%)、ABVX (16.1%)、MLYS (15.2%). The largest single position, LQDA, represented 23.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQDA, ABVX, MLYS) accounted for 39.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
PCVX
市值: $78.7M
Top Position Liquidated / Trimmed
EOLS
前期市值: $25.4M
In Q4 2025, Caligan Partners LP made 21 total portfolio adjustments, initiating 8 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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