In a quarterly disclosure filed on August 14, 2026, major investment firm Farallon Capital Management revealed a new significant position in Liquidia Corporation. The filing, which reflects holdings as of March 31, 2026, showed the firm acquired 8.66 million shares of the biopharmaceutical company, valued at approximately $326.68 million at the time. This new stake constituted a 1.86% position within Farallon's reported portfolio.
Investors should note that 13F filings are delayed, meaning this investment took place during the first quarter of 2026. This was a period of strong performance for Liquidia, which reported its third consecutive profitable quarter and substantial sales growth for its main product, YUTREPIA, a treatment for pulmonary hypertension. The company's successful commercial execution and rapid market uptake provided a compelling backdrop for new investments during that time.