Caligan Partners LP
NEW YORK NY · SEC CIK 0001727492
$15.03亿2026Q1 申报市值
28持仓数
75.4%前十大占比 · 第一大 20.4%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XENE 加仓+$4,904.15万
SYRE 新建仓+$4,429.27万
RVMD 加仓+$3,587.63万
LBRX 新建仓+$3,462.87万
SABS 新建仓+$3,051.44万
2026Q1 卖出最多 按季末市值估算
TNGX 减仓-$2,763.73万
INBX 清仓-$2,556.16万
RAPT THERAPEUTIC 清仓-$2,182.58万
SPRUCE BIOSCIENC 清仓-$178.70万
ELDN 清仓-$83.95万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LQDA | LIQUIDIA CORPORATION | $3.06亿 | 20.39% | 8,118,892 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $1.63亿 | 10.83% | 1,461,924 | 10,000 | 0.7% | $111.35万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.61亿 | 10.70% | 1,652,808 | 368,908 | 28.7% | $3,587.63万 | 加仓 |
| PCVX | VAXCYTE INC | $1.20亿 | 7.97% | 2,060,719 | 355,904 | 20.9% | $2,068.16万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $8,100.45万 | 5.39% | 1,393,027 | 843,362 | 153.4% | $4,904.15万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $7,511.12万 | 5.00% | 2,772,654 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $6,661.94万 | 4.43% | 1,553,262 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC 看涨期权 | $6,091.20万 | 4.05% | 900,000 | 900,000 | — | $6,091.20万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $5,039.21万 | 3.35% | 2,408,798 | -1,321,097 | -35.4% | -$2,763.73万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $4,890.79万 | 3.25% | 1,276,968 | 332,711 | 35.2% | $1,274.28万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $4,429.27万 | 2.95% | 878,127 | 878,127 | — | $4,429.27万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $4,285.62万 | 2.85% | 4,756,511 | 1,744,003 | 57.9% | $1,571.35万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $3,462.87万 | 2.30% | 1,438,070 | 1,438,070 | — | $3,462.87万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $3,434.32万 | 2.29% | 1,925,066 | 999,999 | 108.1% | $1,784.00万 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $3,051.44万 | 2.03% | 7,967,207 | 7,967,207 | — | $3,051.44万 | 新建仓 |
| IRD | OPUS GENETICS INC | $2,764.14万 | 1.84% | 6,075,028 | 6,075,028 | — | $2,764.14万 | 新建仓 |
| IVA | INVENTIVA SA | $2,761.07万 | 1.84% | 4,974,906 | 2,974,906 | 148.7% | $1,651.07万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $2,533.04万 | 1.69% | 848,590 | 848,590 | — | $2,533.04万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $2,441.09万 | 1.62% | 1,635,023 | 753,490 | 85.5% | $1,124.96万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $2,226.05万 | 1.48% | 228,900 | 228,900 | — | $2,226.05万 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2,080.94万 | 1.38% | 1,435,130 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $1,835.66万 | 1.22% | 614,962 | 64,771 | 11.8% | $193.34万 | 加仓 |
| — | VERRICA PHARMACEUTICALS INC | $488.75万 | 0.33% | 923,910 | 0 | 0.0% | — | 不变 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $397.16万 | 0.26% | 126,002 | 126,002 | — | $397.16万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC 看涨期权 | $304.47万 | 0.20% | 90,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC 看涨期权 | $270.30万 | 0.18% | 300,000 | 300,000 | — | $270.30万 | 新建仓 |
| AURA | AURA BIOSCIENCES INC | $153.78万 | 0.10% | 229,864 | 2,690 | 1.2% | $1.80万 | 重新持有 |
| — | XILIO THERAPEUTICS INC | $94.30万 | 0.06% | 112,128 | 112,128 | — | $94.30万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -2,298,400 | -100.0% | -$8,340.89万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC | $0 | 0.00% | 0 | -323,565 | -100.0% | -$2,556.16万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC 看跌期权 | $0 | 0.00% | 0 | -549,700 | -100.0% | -$2,463.76万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -644,400 | -100.0% | -$2,182.58万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,185.00万 | 清仓 |
| — | SPRUCE BIOSCIENCES INC | $0 | 0.00% | 0 | -20,514 | -100.0% | -$178.70万 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -555,978 | -100.0% | -$83.95万 | 清仓 |