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Arquitos Capital Management's investment thesis on Liquidia Corp. ($LQDA) — Q1 2026 | Buyside Digest

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$LQDANASDAQLiquidia Corp.

BULL

Arquitos Capital Management—LQDA

Fund Letter

Q1 2026

Published April 30, 2026

View Fund Profile

$89.12USD

+29.8% vs last month

$38.14Pitched

+133.7% since pitch

Market Cap$7.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Liquidia represents the manager's highest-conviction holding, with substantial upside driven by the successful launch of its Yutrepia product. Even under various...

— Steven Kiel

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What other investors think about $LQDA, and what else Arquitos Capital Management is buying.

Other pitches on $LQDA

Other investors who've written on Liquidia Corp.

Arquitos Capital ManagementBULL

Pitched Jan 22, 2026

Liquidia was the fund's largest contributor in 2025. The fund holds...

Arquitos Capital ManagementNEUTRAL

Pitched Jul 22, 2026

Liquidia's commercial launch of Yutrepia has been highly successful, driving strong revenue growth. While the upcoming...

View all $LQDA pitches →