Filed: 8/14/2025ACC: 0001420506-25-002188
📋 What this filing means
CALIGAN PARTNERS LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $520.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$520.17M
Total AUM (reported)
38.37M
Total Shares
Allocation by class
COM$258.38M49.7%
SPONSORED ADS$148.71M28.6%
COM NEW$113.08M21.7%
Portfolio Concentration
Top 3$304.31M58.5%
4–10$179.68M34.5%
11–25$36.18M7.0%
Top 3 weight
58.5%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 38.37M
Sole
Full voting authority
38.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
VERONA PHARMA PLC
SOLEShares1.44M
TypeSH
Market value$135.90M
26.13%
Sole
1.44M
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares8.12M
TypeSH
Market value$101.16M
19.45%
Sole
8.12M
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares1.53M
TypeSH
Market value$67.25M
12.93%
Sole
1.53M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares1.07M
TypeSH
Market value$35.63M
6.85%
Sole
1.07M
Shared
0.00
None
0.00
MERUS N V
SOLEShares657K
TypeSH
Market value$34.56M
6.64%
Sole
657K
Shared
0.00
None
0.00
EVOLUS INC
SOLEShares3.34M
TypeSH
Market value$30.78M
5.92%
Sole
3.34M
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares2.02M
TypeSH
Market value$27.29M
5.25%
Sole
2.02M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares636.84K
TypeSH
Market value$23.43M
4.50%
Sole
636.84K
Shared
0.00
None
0.00
ANIKA THERAPEUTICS INC
SOLEShares1.44M
TypeSH
Market value$15.18M
2.92%
Sole
1.44M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares1.67M
TypeSH
Market value$12.81M
2.46%
Sole
1.67M
Shared
0.00
None
0.00
Y-MABS THERAPEUTICS INC
SOLEShares2.34M
TypeSH
Market value$10.57M
2.03%
Sole
2.34M
Shared
0.00
None
0.00
REZOLUTE INC
SOLEShares1.54M
TypeSH
Market value$6.88M
1.32%
Sole
1.54M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares638.91K
TypeSH
Market value$5.72M
1.10%
Sole
638.91K
Shared
0.00
None
0.00
SELLAS LIFE SCIENCES GROUP I
SOLEShares2.30M
TypeSH
Market value$5.04M
0.97%
Sole
2.30M
Shared
0.00
None
0.00
VERRICA PHARMACEUTICALS INC
SOLEShares9.24M
TypeSH
Market value$4.90M
0.94%
Sole
9.24M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares189.95K
TypeSH
Market value$1.82M
0.35%
Sole
189.95K
Shared
0.00
None
0.00
AURA BIOSCIENCES INC
SOLEShares200K
TypeSH
Market value$1.25M
0.24%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERONA PHARMA PLCSOLE | SPONSORED ADS | 1.44M | SH | $135.90M 26.13% | 1.44M | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 8.12M | SH | $101.16M 19.45% | 8.12M | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 1.53M | SH | $67.25M 12.93% | 1.53M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 1.07M | SH | $35.63M 6.85% | 1.07M | 0.00 | 0.00 |
MERUS N VSOLE | COM | 657K | SH | $34.56M 6.64% | 657K | 0.00 | 0.00 |
EVOLUS INCSOLE | COM | 3.34M | SH | $30.78M 5.92% | 3.34M | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 2.02M | SH | $27.29M 5.25% | 2.02M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 636.84K | SH | $23.43M 4.50% | 636.84K | 0.00 | 0.00 |
ANIKA THERAPEUTICS INCSOLE | COM | 1.44M | SH | $15.18M 2.92% | 1.44M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 1.67M | SH | $12.81M 2.46% | 1.67M | 0.00 | 0.00 |
Y-MABS THERAPEUTICS INCSOLE | COM | 2.34M | SH | $10.57M 2.03% | 2.34M | 0.00 | 0.00 |
REZOLUTE INCSOLE | COM NEW | 1.54M | SH | $6.88M 1.32% | 1.54M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 638.91K | SH | $5.72M 1.10% | 638.91K | 0.00 | 0.00 |
SELLAS LIFE SCIENCES GROUP ISOLE | COM NEW | 2.30M | SH | $5.04M 0.97% | 2.30M | 0.00 | 0.00 |
VERRICA PHARMACEUTICALS INCSOLE | COM | 9.24M | SH | $4.90M 0.94% | 9.24M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 189.95K | SH | $1.82M 0.35% | 189.95K | 0.00 | 0.00 |
AURA BIOSCIENCES INCSOLE | COM | 200K | SH | $1.25M 0.24% | 200K | 0.00 | 0.00 |