Caligan Partners LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 16Value: $479.2MLatest: 2025Q1

Caligan Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 16 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "RVMD",
  "VRCA",
  "ABVX",
  "TYRA",
  "LQDA",
  "MLYS",
  "SAGE",
  "ANIK",
  "RZLT",
  "EXEL",
  "AGIO",
  "EOLS",
  "VRNA",
  "YMAB",
  "BCRX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 16
Total Value: 479228892
Accession Number: 0001420506-25-001290
Form Type: 13F-HR
CIK: caligan-partners-lp
Manager Name: Caligan-Partners-Lp

Data Enrichment

100% identified

16 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

16 positions • $479.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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Liquidia Corp

LQDA|53635D202

Shares:8.1M

Value:$119.7M

% of Portfolio:25.0% ($119.7M/$479.2M)

Verona Pharma plc

VRNA|925050106

Shares:1.4M

Value:$91.2M

% of Portfolio:19.0% ($91.2M/$479.2M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:1.5M

Value:$56.3M

% of Portfolio:11.8% ($56.3M/$479.2M)

Mineralys Therapeutics, Inc.

MLYS|603170101

Shares:2.1M

Value:$34.1M

% of Portfolio:7.1% ($34.1M/$479.2M)

Evolus, Inc.

EOLS|30052C107

Shares:2.7M

Value:$32.9M

% of Portfolio:6.9% ($32.9M/$479.2M)

Sage Therapeutics, Inc.

SAGE|78667J108

Shares:3.1M

Value:$24.3M

% of Portfolio:5.1% ($24.3M/$479.2M)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:3.1M

Value:$23.3M

% of Portfolio:4.9% ($23.3M/$479.2M)

Anika Therapeutics, Inc.

ANIK|035255108

Shares:1.4M

Value:$21.6M

% of Portfolio:4.5% ($21.6M/$479.2M)

AGIOS PHARMACEUTICALS, INC.

AGIO|00847X104

Shares:701.3K

Value:$20.5M

% of Portfolio:4.3% ($20.5M/$479.2M)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:465.0K

Value:$16.4M

% of Portfolio:3.4% ($16.4M/$479.2M)

Merus N.V.

MRUS|N5749R100

Shares:377.0K

Value:$15.9M

% of Portfolio:3.3% ($15.9M/$479.2M)

Y-mAbs Therapeutics, Inc.

YMAB|984241109

Shares:2.3M

Value:$10.4M

% of Portfolio:2.2% ($10.4M/$479.2M)

Abivax S.A.

ABVX|00370M103

Shares:1.3M

Value:$7.9M

% of Portfolio:1.7% ($7.9M/$479.2M)

Verrica Pharmaceuticals Inc.

VRCA|92511W108

Shares:9.0M

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$479.2M)

Rezolute, Inc.

RZLT|76200L309

Shares:141.3K

Value:$409.8K

% of Portfolio:0.1% ($409.8K/$479.2M)

Tyra Biosciences, Inc.

TYRA|90240B106

Shares:25.0K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$479.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Liquidia Corp(LQDAcusip53635D202)	8.1M	QoQ 0.00% (+0) YoY -21.64% (-2.2M)	All Managers (Combined)	$119.7M	25.0% ($119.7M/$479.2M)	QoQ +3.65% (+$4.2M) YoY -21.64% (-$33.1M)
Verona Pharma plc(VRNAcusip925050106)	1.4M	QoQ 0.00% (+0) YoY +10.83% (+140.4K)	All Managers (Combined)	$91.2M	19.0% ($91.2M/$479.2M)	QoQ +36.71% (+$24.5M) YoY +337.33% (+$70.4M)
EXELIXIS, INC.(EXELcusip30161Q104)	1.5M	QoQ 0.00% (+0) YoY +38.61% (+425.0K)	All Managers (Combined)	$56.3M	11.8% ($56.3M/$479.2M)	QoQ +10.87% (+$5.5M) YoY +115.65% (+$30.2M)
Mineralys Therapeutics, Inc.(MLYScusip603170101)	2.1M	QoQ +112.59% (+1.1M) YoY NEW(+2.1M)	All Managers (Combined)	$34.1M	7.1% ($34.1M/$479.2M)	QoQ +174.24% (+$21.7M) YoY NEW(+$34.1M)
Evolus, Inc.(EOLScusip30052C107)	2.7M	QoQ +1.43% (+38.8K) YoY +44.59% (+842.3K)	All Managers (Combined)	$32.9M	6.9% ($32.9M/$479.2M)	QoQ +10.53% (+$3.1M) YoY +24.24% (+$6.4M)
Sage Therapeutics, Inc.(SAGEcusip78667J108)	3.1M	QoQ 0.00% (+0) YoY NEW(+3.1M)	All Managers (Combined)	$24.3M	5.1% ($24.3M/$479.2M)	QoQ +46.40% (+$7.7M) YoY NEW(+$24.3M)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	3.1M	QoQ +3.72% (+111.7K) YoY +309.71% (+2.3M)	All Managers (Combined)	$23.3M	4.9% ($23.3M/$479.2M)	QoQ +3.45% (+$778.1K) YoY +504.88% (+$19.5M)
Anika Therapeutics, Inc.(ANIKcusip035255108)	1.4M	QoQ 0.00% (-0) YoY -0.06% (-863)	All Managers (Combined)	$21.6M	4.5% ($21.6M/$479.2M)	QoQ -8.68% (-$2.1M) YoY -40.86% (-$14.9M)
AGIOS PHARMACEUTICALS, INC.(AGIOcusip00847X104)	701.3K	QoQ +11.97% (-75.0K) YoY +44.68% (+216.6K)	All Managers (Combined)	$20.5M	4.3% ($20.5M/$479.2M)	QoQ -0.15% (-$32.1K) YoY +44.97% (+$6.4M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	465.0K	QoQ NEW(+465.0K) YoY NEW(+465.0K)	All Managers (Combined)	$16.4M	3.4% ($16.4M/$479.2M)	QoQ NEW(+$16.4M) YoY NEW(+$16.4M)
Merus N.V.(MRUScusipN5749R100)	377.0K	QoQ +47.82% (+122.0K) YoY NEW(+377.0K)	All Managers (Combined)	$15.9M	3.3% ($15.9M/$479.2M)	QoQ +47.96% (+$5.1M) YoY NEW(+$15.9M)
Y-mAbs Therapeutics, Inc.(YMABcusip984241109)	2.3M	QoQ +32.50% (-574.6K) YoY +298.89% (+1.8M)	All Managers (Combined)	$10.4M	2.2% ($10.4M/$479.2M)	QoQ -25.03% (-$3.5M) YoY +8.67% (+$828.6K)
Abivax S.A.(ABVXcusip00370M103)	1.3M	QoQ +68.72% (+517.0K) YoY NEW(+1.3M)	All Managers (Combined)	$7.9M	1.7% ($7.9M/$479.2M)	QoQ +44.06% (+$2.4M) YoY NEW(+$7.9M)
Verrica Pharmaceuticals Inc.(VRCAcusip92511W108)	9.0M	QoQ +21.04% (-1.6M) YoY NEW(+9.0M)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$479.2M)	QoQ -23.53% (-$1.2M) YoY NEW(+$4.0M)
Rezolute, Inc.(RZLTcusip76200L309)	141.3K	QoQ NEW(+141.3K) YoY NEW(+141.3K)	All Managers (Combined)	$409.8K	0.1% ($409.8K/$479.2M)	QoQ NEW(+$409.8K) YoY NEW(+$409.8K)
Tyra Biosciences, Inc.(TYRAcusip90240B106)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$479.2M)	QoQ NEW(+$232.5K) YoY NEW(+$232.5K)