Caligan Partners portfolio — 13F holdings Q2 2026
Caligan Partners (David Johnson) reported 25 long positions worth $2.1 billion as of 2026-06-30. Top holdings: Liquidia Corp, Revolution Medicines, Inc., Abivax S.A., Vaxcyte, Inc., EXELIXIS, INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Liquidia Corp | 2026-06-30 | 647319259.00 USD | 31.23% | hold | Original filing |
| Revolution Medicines, Inc. | 2026-06-30 | 367404968.00 USD | 17.73% | add | Original filing |
| Abivax S.A. | 2026-06-30 | 207608952.00 USD | 10.02% | add | Original filing |
| Vaxcyte, Inc. | 2026-06-30 | 127225411.00 USD | 6.14% | add | Original filing |
| EXELIXIS, INC. | 2026-06-30 | 84512985.00 USD | 4.08% | hold | Original filing |
| Tango Therapeutics, Inc. | 2026-06-30 | 78153220.00 USD | 3.77% | add | Original filing |
| Avalo Therapeutics, Inc. | 2026-06-30 | 58468244.00 USD | 2.82% | add | Original filing |
| Xenon Pharmaceuticals Inc. | 2026-06-30 | 53717020.00 USD | 2.59% | reduce | Original filing |
| ADMA BIOLOGICS, INC. | 2026-06-30 | 47918309.00 USD | 2.31% | add | Original filing |
| LB PHARMACEUTICALS INC | 2026-06-30 | 46672562.00 USD | 2.25% | hold | Original filing |
| Immunocore Holdings plc | 2026-06-30 | 43856815.00 USD | 2.12% | buy | Original filing |
| Viridian Therapeutics, Inc.\DE | 2026-06-30 | 40303431.00 USD | 1.94% | buy | Original filing |
| Vor Biopharma Inc. | 2026-06-30 | 35440465.00 USD | 1.71% | hold | Original filing |
| SAB Biotherapeutics, Inc. | 2026-06-30 | 31072107.00 USD | 1.50% | hold | Original filing |
| Inventiva S.A. | 2026-06-30 | 30856862.00 USD | 1.49% | add | Original filing |
| Aura Biosciences, Inc. | 2026-06-30 | 30517561.00 USD | 1.47% | add | Original filing |
| Tyra Biosciences, Inc. | 2026-06-30 | 25775133.00 USD | 1.24% | reduce | Original filing |
| Opus Genetics, Inc. | 2026-06-30 | 24976815.00 USD | 1.21% | add | Original filing |
| Anika Therapeutics, Inc. | 2026-06-30 | 20995952.00 USD | 1.01% | hold | Original filing |
| Sagimet Biosciences Inc. | 2026-06-30 | 19325000.00 USD | 0.93% | buy | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-13 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-05-15 00:00:00 | 13F-HR/A | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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