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Caligan Partners, LP
inwestor instytucjonalny · portfel $2.13 mld · 28 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 14.08.2026; zmiana — względem 31.03.2026 · 29
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| Liquidia Technologies Inc US:LQDA | 8 118 892 | $647 mln | 31.23% | — |
| Revolution Medicines, Inc. US:RVMD | 1 961 795 | $367 mln | 17.73% | +308 987 |
| ABIVAX US:ABVX | 1 557 924 | $208 mln | 10.02% | +96 000 |
| Vaxcyte Inc US:PCVX | 2 188 636 | $127 mln | 6.14% | +127 917 |
| Exelixis Inc US:EXEL | 1 553 262 | $84.5 mln | 4.08% | — |
| Tango Therapeutics, Inc. US:TNGX | 2 500 103 | $78.2 mln | 3.77% | +91 305 |
| Avalo Therapeutics Inc US:AVTX | 3 163 866 | $58.5 mln | 2.82% | +1 528 843 |
| Xenon Pharmaceuticals Inc US:XENE | 889 944 | $53.7 mln | 2.59% | −503 083 |
| ADMA Biologics Inc US:ADMA | 5 725 007 | $47.9 mln | 2.31% | +968 496 |
| LB PHARMACEUTICALS INC US:LBRX | 1 438 070 | $46.7 mln | 2.25% | — |
| Immunocore Holdings Ltd US:IMCR | 1 381 317 | $43.9 mln | 2.12% | nowa |
| Viridian Therapeutics Inc US:VRDN | 2 193 981 | $40.3 mln | 1.94% | nowa |
| Vor Biopharma Inc US:VOR | 1 925 066 | $35.4 mln | 1.71% | — |
| SAB Biotherapeutics Inc US:SABS | 7 967 207 | $31.1 mln | 1.50% | — |
| INVENTIVA US:IVA | 8 163 191 | $30.9 mln | 1.49% | +3 188 285 |
| Aura Biosciences Inc US:AURA | 4 298 248 | $30.5 mln | 1.47% | +4 068 384 |
| Tyra Biosciences Inc US:TYRA | 806 986 | $25.8 mln | 1.24% | −469 982 |
| Opus Genetics, Inc. US:IRD | 6 077 084 | $25.0 mln | 1.21% | +2 056 |
| Anika Therapeutics Inc US:ANIK | 1 435 130 | $21.0 mln | 1.01% | — |
| Sagimet Biosciences Inc. Ser… US:SGMT | 2 500 000 | $19.3 mln | 0.93% | nowa |
| Artiva Biotherapeutics, Inc. US:ARTV | 1 736 111 | $16.8 mln | 0.81% | nowa |
| Faeth Therapeutics, Inc. US:FTH | 629 467 | $15.7 mln | 0.76% | +503 465 |
| MBX Biosciences, Inc. US:MBX | 200 000 | $11.0 mln | 0.53% | −648 590 |
| Verrica Pharmaceuticals Inc US:VRCA | 923 910 | $5.65 mln | 0.27% | — |
| Cellectar Biosciences Inc US:CLRB | 469 998 | $1.31 mln | 0.06% | nowa |
| Maze Therapeutics, Inc. US:MAZE | 0 (było 614 962) | — | — | sprzedana |
| Mineralys Therapeutics, Inc. US:MLYS | 0 (było 2 772 654) | — | — | sprzedana |
| Xilio Development Inc US:XLO | 0 (było 112 128) | — | — | sprzedana |
| Spyre Therapeutics Inc. US:SYRE | 0 (było 878 127) | — | — | sprzedana |
W spółkach z naszej bazy 12
| Spółka | Udział | Akcje | Data Raportu |
|---|---|---|---|
| Anika Therapeutics Inc | 10.72% | 1 435 130 | 2026-06-30 |
| Liquidia Technologies Inc | 9.07% | 8 118 892 | 2026-06-30 |
| SAB Biotherapeutics Inc | 8.76% | 7 967 207 | 2026-06-30 |
| Opus Genetics, Inc. | 7.35% | 6 077 084 | 2026-06-30 |
| Avalo Therapeutics Inc | 5.9% | 3 163 866 | 2026-06-30 |
| Cellectar Biosciences Inc | 4.97% | 469 998 | 2026-06-30 |
| LB PHARMACEUTICALS INC | 4.46% | 1 438 070 | 2026-06-30 |
| Aura Biosciences Inc | 4.14% | 4 298 248 | 2026-06-30 |
| INVENTIVA | 3.91% | 8 163 191 | 2026-06-30 |
| Artiva Biotherapeutics, Inc. | 3.55% | 1 736 111 | 2026-06-30 |
| ADMA Biologics Inc | 2.56% | 5 725 007 | 2026-06-30 |
| Faeth Therapeutics, Inc. | 2.44% | 629 467 | 2026-06-30 |
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