Latest Caligan Partners LP Stock Portfolio
$378Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About Caligan Partners LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Caligan Partners LP reported an equity portfolio of $378.3 Millions as of 31 Mar, 2024.
The top stock holdings of Caligan Partners LP are LQDA, ALIM, ANIK. The fund has invested 40.4% of it's portfolio in LIQUIDIA CORPORATION and 17.4% of portfolio in ALIMERA SCIENCES INC.
The fund managers got completely rid off STANDARD BIOTOOLS INC (LAB), ADMA BIOLOGICS INC (ADMA) and SOCIETAL CDMO INC stocks. They significantly reduced their stock positions in Y-MABS THERAPEUTICS INC (YMAB). Caligan Partners LP opened new stock positions in ENANTA PHARMACEUTICALS INC (ENTA), OUTLOOK THERAPEUTICS INC (OTLK) and BIOCRYST PHARMACEUTICALS INC (BCRX). The fund showed a lot of confidence in some stocks as they added substantially to VERONA PHARMA PLC (VRNA), EVOLUS INC (EOLS) and ANIKA THERAPEUTICS INC (ANIK).
The top stock holdings of Caligan Partners LP are LQDA, ALIM, ANIK. The fund has invested 40.4% of it's portfolio in LIQUIDIA CORPORATION and 17.4% of portfolio in ALIMERA SCIENCES INC.
The fund managers got completely rid off STANDARD BIOTOOLS INC (LAB), ADMA BIOLOGICS INC (ADMA) and SOCIETAL CDMO INC stocks. They significantly reduced their stock positions in Y-MABS THERAPEUTICS INC (YMAB). Caligan Partners LP opened new stock positions in ENANTA PHARMACEUTICALS INC (ENTA), OUTLOOK THERAPEUTICS INC (OTLK) and BIOCRYST PHARMACEUTICALS INC (BCRX). The fund showed a lot of confidence in some stocks as they added substantially to VERONA PHARMA PLC (VRNA), EVOLUS INC (EOLS) and ANIKA THERAPEUTICS INC (ANIK).
New Buys
| Ticker | $ Bought |
|---|---|
| ENANTA PHARMACEUTICALS INC | 14,981,900 |
| OUTLOOK THERAPEUTICS INC | 5,970,000 |
| BIOCRYST PHARMACEUTICALS INC | 3,853,190 |
| I MAB | 1,407,160 |
New stocks bought by Caligan Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| VERONA PHARMA PLC | 608 |
| EVOLUS INC | 43.33 |
| ANIKA THERAPEUTICS INC | 32.8 |
| EXELIXIS INC | 20.86 |
| AGIOS PHARMACEUTICALS INC | 9.7 |
Additions to existing portfolio by Caligan Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| Y-MABS THERAPEUTICS INC | -43.98 |
Caligan Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| STANDARD BIOTOOLS INC | -15,563,700 |
| SOCIETAL CDMO INC | -592,264 |
| ADMA BIOLOGICS INC | -2,138,350 |
Caligan Partners LP got rid off the above stocks
Current Stock Holdings of Caligan Partners LP
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADMA | ADMA BIOLOGICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGIO | AGIOS PHARMACEUTICALS INC | 3.75 | 484,711 | 14,173,000 | ADDED | 9.7 | |
| ALIM | ALIMERA SCIENCES INC | 17.36 | 16,835,200 | 65,657,100 | UNCHANGED | 0.00 | |
| ANIK | ANIKA THERAPEUTICS INC | 9.64 | 1,435,990 | 36,474,200 | ADDED | 32.8 | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.02 | 758,502 | 3,853,190 | NEW | ||
| ENTA | ENANTA PHARMACEUTICALS INC | 3.96 | 858,070 | 14,981,900 | NEW | ||
| EOLS | EVOLUS INC | 6.99 | 1,888,880 | 26,444,300 | ADDED | 43.33 | |
| EXEL | EXELIXIS INC | 6.90 | 1,100,730 | 26,120,300 | ADDED | 20.86 | |
| IMAB | I MAB | 0.37 | 756,538 | 1,407,160 | NEW | ||
| LAB | STANDARD BIOTOOLS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LQDA | LIQUIDIA CORPORATION | 40.40 | 10,360,900 | 152,824,000 | UNCHANGED | 0.00 | |
| OTLK | OUTLOOK THERAPEUTICS INC | 1.58 | 500,000 | 5,970,000 | NEW | ||
| VRNA | VERONA PHARMA PLC | 5.51 | 1,296,450 | 20,859,800 | ADDED | 608 | |
| YMAB | Y-MABS THERAPEUTICS INC | 2.52 | 587,276 | 9,549,110 | REDUCED | -43.98 | |
| SOCIETAL CDMO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |