Caligan Partners LP
NEW YORK NY · SEC CIK 0001727492
$21.26亿2026Q2 申报市值
28持仓数
80.9%前十大占比 · 第一大 30.5%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RVMD 加仓+$5,786.71万
IMCR 新建仓+$4,385.68万
VRDN 新建仓+$4,030.34万
AURA 加仓+$2,888.55万
AVTX 加仓+$2,825.30万
2026Q2 卖出最多 按季末市值估算
MLYS 清仓-$7,511.12万
SYRE 清仓-$4,429.27万
MBX 减仓-$3,580.22万
XENE 减仓-$3,036.61万
MAZE 清仓-$1,835.66万
2026Q2 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 | $6.47亿 | 30.45% | 8,118,892 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $3.67亿 | 17.28% | 1,961,795 | 308,987 | 18.7% | $5,786.71万 | 加仓 |
| ABVX | ABIVAX SA | $2.08亿 | 9.77% | 1,557,924 | 96,000 | 6.6% | $1,279.30万 | 加仓 |
| PCVX | VAXCYTE INC | $1.27亿 | 5.99% | 2,188,636 | 127,917 | 6.2% | $743.58万 | 加仓 |
| EXEL | EXELIXIS INC | $8,451.30万 | 3.98% | 1,553,262 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $7,815.32万 | 3.68% | 2,500,103 | 91,305 | 3.8% | $285.42万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $5,846.82万 | 2.75% | 3,163,866 | 1,528,843 | 93.5% | $2,825.30万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $5,371.70万 | 2.53% | 889,944 | -503,083 | -36.1% | -$3,036.61万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $4,791.83万 | 2.25% | 5,725,007 | 968,496 | 20.4% | $810.63万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $4,715.71万 | 2.22% | 251,800 | 22,900 | 10.0% | $428.87万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $4,667.26万 | 2.20% | 1,438,070 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $4,385.68万 | 2.06% | 1,381,317 | 1,381,317 | — | $4,385.68万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $4,030.34万 | 1.90% | 2,193,981 | 2,193,981 | — | $4,030.34万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $3,544.05万 | 1.67% | 1,925,066 | 0 | 0.0% | — | 不变 |
| SABS | SAB BIOTHERAPEUTICS INC | $3,107.21万 | 1.46% | 7,967,207 | 0 | 0.0% | — | 不变 |
| IVA | INVENTIVA SA | $3,085.69万 | 1.45% | 8,163,191 | 3,188,285 | 64.1% | $1,205.17万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $3,051.76万 | 1.44% | 4,298,248 | 4,068,384 | 1,769.9% | $2,888.55万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $2,577.51万 | 1.21% | 806,986 | -469,982 | -36.8% | -$1,501.12万 | 减仓 |
| IRD | OPUS GENETICS INC | $2,497.68万 | 1.17% | 6,077,084 | 2,056 | 0.0% | $8,450 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $2,099.60万 | 0.99% | 1,435,130 | 0 | 0.0% | — | 不变 |
| SGMT | SAGIMET BIOSCIENCES INC | $1,932.50万 | 0.91% | 2,500,000 | 2,500,000 | — | $1,932.50万 | 新建仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $1,684.03万 | 0.79% | 1,736,111 | 1,736,111 | — | $1,684.03万 | 新建仓 |
| FTH | FAETH THERAPEUTICS INC | $1,573.67万 | 0.74% | 629,467 | 503,465 | 399.6% | $1,258.66万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1,104.00万 | 0.52% | 200,000 | -648,590 | -76.4% | -$3,580.22万 | 减仓 |
| — | VERRICA PHARMACEUTICALS INC | $565.43万 | 0.27% | 923,910 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC 看涨期权 | $333.99万 | 0.16% | 90,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC 看涨期权 | $251.10万 | 0.12% | 300,000 | 0 | 0.0% | — | 不变 |
| — | CELLECTAR BIOSCIENCES INC | $130.66万 | 0.06% | 469,998 | 469,998 | — | $130.66万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -2,772,654 | -100.0% | -$7,511.12万 | 清仓 |
| CGON | CG ONCOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -900,000 | -100.0% | -$6,091.20万 | 清仓 |
| SYRE | SPYRE THERAPEUTICS INC | $0 | 0.00% | 0 | -878,127 | -100.0% | -$4,429.27万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -614,962 | -100.0% | -$1,835.66万 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -112,128 | -100.0% | -$94.30万 | 清仓 |