Caligan Partners LP 13F 持仓 · 2026年Q2
Caligan Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 21.26 亿美元。前几大持仓：LQDA（30.45%）、RVMD（19.50%）、ABVX（9.77%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LQDA | LIQUIDIA CORPORATION | $647.3M | 30.45% | 8.1M | 持平 |
| 2 | RVMD | REVOLUTION MEDICINES INC | $414.6M | 19.50% | 2.2M | 增持 |
| 3 | ABVX | ABIVAX SA | $207.6M | 9.77% | 1.6M | 增持 |
| 4 | PCVX | VAXCYTE INC | $127.2M | 5.99% | 2.2M | 增持 |
| 5 | EXEL | EXELIXIS INC | $84.5M | 3.98% | 1.6M | 持平 |
| 6 | TNGX | TANGO THERAPEUTICS INC | $78.2M | 3.68% | 2.5M | 增持 |
| 7 | AVTX | AVALO THERAPEUTICS INC | $58.5M | 2.75% | 3.2M | 增持 |
| 8 | XENE | XENON PHARMACEUTICALS INC | $53.7M | 2.53% | 889,944 | 减持 |
| 9 | ADMA | ADMA BIOLOGICS INC | $50.4M | 2.37% | 6.0M | 增持 |
| 10 | LBRX | LB PHARMACEUTICALS INC | $46.7M | 2.20% | 1.4M | 持平 |
| 11 | IMCR | IMMUNOCORE HLDGS PLC | $43.9M | 2.06% | 1.4M | 新建仓 |
| 12 | VRDN | VIRIDIAN THERAPEUTICS INC | $40.3M | 1.90% | 2.2M | 新建仓 |
| 13 | VOR | VOR BIOPHARMA INC | $35.4M | 1.67% | 1.9M | 持平 |
| 14 | SABS | SAB BIOTHERAPEUTICS INC | $31.1M | 1.46% | 8.0M | 持平 |
| 15 | IVA | INVENTIVA SA | $30.9M | 1.45% | 8.2M | 增持 |
| 16 | AURA | AURA BIOSCIENCES INC | $30.5M | 1.44% | 4.3M | 增持 |
| 17 | TYRA | TYRA BIOSCIENCES INC | $25.8M | 1.21% | 806,986 | 减持 |
| 18 | IRD | OPUS GENETICS INC | $25.0M | 1.17% | 6.1M | 增持 |
| 19 | ANIK | ANIKA THERAPEUTICS INC | $21.0M | 0.99% | 1.4M | 持平 |
| 20 | SGMT | SAGIMET BIOSCIENCES INC | $19.3M | 0.91% | 2.5M | 新建仓 |
| 21 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $16.8M | 0.79% | 1.7M | 新建仓 |
| 22 | FTH | FAETH THERAPEUTICS INC | $15.7M | 0.74% | 629,467 | 增持 |
| 23 | MBX | MBX BIOSCIENCES INC | $11.0M | 0.52% | 200,000 | 减持 |
| 24 | VRCA | VERRICA PHARMACEUTICALS INC | $5.7M | 0.27% | 923,910 | 持平 |
| 25 | AGIO | AGIOS PHARMACEUTICALS INC | $3.3M | 0.16% | 90,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR