StockDriftsStockDriftsTop 25 Caligan Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LQDA | LIQUIDIA CORPORATION | 31.23% | 8.12M | $647.3M | +0.00%(+0) | $6.26(+1141.41%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 17.73% | 1.96M | $367.4M | +18.69%(+308.99K) | $67.47(+218.12%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 10.02% | 1.56M | $207.6M | +6.57%(+96.00K) | $15.51(+682.96%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 6.14% | 2.19M | $127.2M | +6.21%(+127.92K) | $43.78(+32.64%) | 2026-06-30 | |
| EXEL | EXELIXIS INC | 4.08% | 1.55M | $84.5M | +0.00%(+0) | $20.44(+150.74%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 3.77% | 2.50M | $78.2M | +3.79%(+91.31K) | $9.24(+176.78%) | 2026-06-30 | |
| AVTX | AVALO THERAPEUTICS INC | 2.82% | 3.16M | $58.5M | +93.51%(+1.53M) | $14.34(+36.64%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 2.59% | 889.9K | $53.7M | -36.11%(-503.08K) | $45.78(+36.21%) | 2026-06-30 | |
| ADMA | ADMA BIOLOGICS INC | 2.31% | 5.73M | $47.9M | +20.36%(+968.50K) | $14.28(-33.45%) | 2026-06-30 | |
| LBRX | LB PHARMACEUTICALS INC | 2.25% | 1.44M | $46.7M | +0.00%(+0) | $23.46(+103.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +76.16% | +446.69% | — | — | +528.86% |
| Top 20 Holdings Unweighted | +75.11% | +436.93% | — | — | +554.95% |
Caligan Partners LP reports $2.13B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are LQDA (31.2%), RVMD (17.7%) and ABVX (10.0%). The top 20 holdings account for 97.56% of reported assets. Its disclosed equity book has returned +446.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Caligan Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727492). View Caligan Partners LP’s 13F filings on SEC