Caligan Partners L.P. 13F annual report
Caligan Partners L.P. is an investment fund managing more than $428 billion ran by Tiffany Crowley. There are currently 13 companies in Mrs. Crowley’s portfolio. The largest investments include Liquidia Corp and Alimera Sciences, together worth $218 billion.
$428 billion Assets Under Management (AUM)
As of 7th August 2024, Caligan Partners L.P.’s top holding is 10,360,945 shares of Liquidia Corp currently worth over $124 billion and making up 29.0% of the portfolio value.
Relative to the number of outstanding shares of Liquidia Corp, Caligan Partners L.P. owns more than 0.1% of the company.
In addition, the fund holds 16,835,154 shares of Alimera Sciences worth $93.6 billion, whose value grew 67.7% in the past six months.
The third-largest holding is Anika Therapeutics worth $36.4 billion and the next is Exelixis Inc worth $34.3 billion, with 1,525,730 shares owned.
Currently, Caligan Partners L.P.'s portfolio is worth at least $428 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Caligan Partners L.P.
The Caligan Partners L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Tiffany Crowley serves as the Chief Financial Officer/Chief Compliance Officer at Caligan Partners L.P..
Recent trades
In the most recent 13F filing, Caligan Partners L.P. revealed that it had opened a new position in
Mineralys Therapeutics Inc and bought 745,758 shares worth $8.73 billion.
The investment fund also strengthened its position in Exelixis Inc by buying
425,000 additional shares.
This makes their stake in Exelixis Inc total 1,525,730 shares worth $34.3 billion.
Exelixis Inc soared 24.1% in the past year.
On the other hand, Tiffany Crowley disclosed a decreased stake in Y-Mabs Therapeutics Inc by approximately 0.1%.
This leaves the value of the investment at $7.03 billion and 582,078 shares.
One of the average hedge funds
The two most similar investment funds to Caligan Partners L.P. are Correct Capital Wealth Management and Cambridge Advisors. They manage $428 billion and $428 billion respectively.
Tiffany Crowley investment strategy
Caligan Partners L.P.’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Health Care — making up 98.0% of
the total portfolio value.
The fund focuses on investments in the United States as
76.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
8% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $1.07 billion.
The complete list of Caligan Partners L.P. trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Liquidia Corp |
No change
10,360,945
|
$124,331,340,000 | 29.05% |
| Alimera Sciences Inc. |
No change
16,835,154
|
$93,603,456,000 | 21.87% |
| Anika Therapeutics Inc. |
No change
1,435,993
|
$36,373,703,000 | 8.50% |
| Exelixis Inc |
38.61%
1,525,730
|
$34,283,153,000 | 8.01% |
| Biocryst Pharmaceuticals Inc. |
506.29%
4,598,737
|
$28,420,195,000 | 6.64% |
| Verona Pharma Plc |
42.22%
1,843,756
|
$26,660,712,000 | 6.23% |
| Evolus Inc |
14.77%
2,167,790
|
$23,520,522,000 | 5.50% |
| Agios Pharmaceuticals Inc |
6.19%
514,711
|
$22,194,338,000 | 5.19% |
| Enanta Pharmaceuticals Inc |
21.54%
1,042,889
|
$13,526,270,000 | 3.16% |
| Mineralys Therapeutics Inc |
Opened
745,758
|
$8,725,369,000 | 2.04% |
| Y-Mabs Therapeutics Inc |
0.89%
582,078
|
$7,031,502,000 | 1.64% |
| I-Mab |
346.08%
3,374,791
|
$5,635,901,000 | 1.32% |
| Outlook Therapeutics Inc |
No change
500,000
|
$3,690,000,000 | 0.86% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||
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