Caligan Partners LP: AVALO THERAPEUTICS INC (AVTX): Quarterly 13F Position History
As of Q2 2026, Caligan Partners LP reported 3,163,866 shares of AVALO THERAPEUTICS INC (AVTX), worth $58.5M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: + 1,528,843 (+93.5%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 3,163,866Shares Held (Latest Filing)
- $58.5MReported Market Value (Latest Filing)
- 2.8%Portfolio Weight (% of 13F Equity Book)
- +1,528,843Quarter-over-Quarter Share Change
- +$34.1MQuarter-over-Quarter Value Change
- 3,163,866Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,163,866 | +1,528,843 | +93.5% | $58.5M | 2.8% | $18.5 |
| Q1 2026 | 1,635,023 | +753,490 | +85.5% | $24.4M | 1.7% | $14.9 |
| Q4 2025 | 881,533 | +48,200 | +5.8% | $16.0M | 1.5% | $18.2 |
| Q3 2025 | 833,333 | – | – | $10.6M | 1.5% | $12.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Caligan Partners LP first disclose a AVTX position in 13F-HR filings?
Caligan Partners LP first reported AVALO THERAPEUTICS INC (AVTX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Caligan Partners LP's most recent quarter-over-quarter share-count change in AVTX?
Between Q1 2026 and Q2 2026, Caligan Partners LP added 1,528,843 shares of AVTX (+93.5%), bringing the total reported position to 3,163,866 shares at a market value of $58.5M.
Does the implied price-per-share represent Caligan Partners LP's cost basis in AVTX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.