Velan Capital Investment Management LP 13F holdings
Velan Capital Investment Management LP reported 50 positions with a total reported value of $163.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PRAX PRAXIS PRECISION MEDICINES I (18.2%), MPLT MAPLIGHT THERAPEUTICS INC (10.8%), STRO SUTRO BIOPHARMA INC (10.4%), IMMX IMMIX BIOPHARMA INC (6.9%), TARA PROTARA THERAPEUTICS INC (6.7%). Against 2026-03-31 it opened 6 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 50 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PRAX PRAXIS PRECISION MEDICINES I | 88,781 | $29.7M | 18.2% |
| MPLT MAPLIGHT THERAPEUTICS INC | 492,893 | $17.7M | 10.8% |
| STRO SUTRO BIOPHARMA INC | 512,160 | $17.0M | 10.4% |
| IMMX IMMIX BIOPHARMA INC | 1,085,000 | $11.2M | 6.9% |
| TARA PROTARA THERAPEUTICS INC | 2,844,652 | $10.9M | 6.7% |
| ABVX ABIVAX SA | 65,630 | $8.7M | 5.4% |
| TENX TENAX THERAPEUTICS INC | 549,985 | $8.0M | 4.9% |
| AVR ANTERIS TECHNOLOGIES GLOBAL | 700,000 | $6.9M | 4.2% |
| EDSA EDESA BIOTECH INC | 827,500 | $6.7M | 4.1% |
| EVMN EVOMMUNE INC | 451,255 | $6.0M | 3.7% |
| AVTX AVALO THERAPEUTICS INC | 324,452 | $6.0M | 3.7% |
| XNCR XENCOR INC | 255,000 | $4.1M | 2.5% |
| RZLT REZOLUTE INC | 750,000 | $3.9M | 2.4% |
| HRTX HERON THERAPEUTICS INC | 8,753,290 | $3.7M | 2.3% |
| VRCA VERRICA PHARMACEUTICALS INC | 471,559 | $2.9M | 1.8% |
| CCCC C4 THERAPEUTICS INC | 570,000 | $2.7M | 1.6% |
| EPRX EUPRAXIA PHARMACEUTICALS INC | 352,000 | $2.3M | 1.4% |
| ADMA ADMA BIOLOGICS INC | 250,000 | $2.1M | 1.3% |
| RNTX REIN THERAPEUTICS INC | 1,700,000 | $1.8M | 1.1% |
| LYEL LYELL IMMUNOPHARMA INC | 105,000 | $1.5M | 0.9% |
| NSRX NASUS PHARMA LTD | 359,390 | $1.3M | 0.8% |
| PROF PROFOUND MED CORP | 170,278 | $1.1M | 0.7% |
| JSPR JASPER THERAPEUTICS INC | 2,668,395 | $1.1M | 0.7% |
| PTGX PROTAGONIST THERAPEUTICS INC | 3,700 | $453.5K | 0.3% |
| CTMX CYTOMX THERAPEUTICS INC. | 120,000 | $450.0K | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| IMMX IMMIX BIOPHARMA INC | 740,000 | 1,085,000 | +46.6% | $11.2M |
| AVTX AVALO THERAPEUTICS INC | 185,122 | 324,452 | +75.3% | $6.0M |
| NMRA NEUMORA THERAPEUTICS INC. | 80,000 | 230,000 | +187.5% | $391.0K |
| MGNX MACROGENICS INC | 30,000 | 60,000 | +100.0% | $277.2K |
| XNCR XENCOR INC | 250,000 | 255,000 | +2.0% | $4.1M |
| EVMN EVOMMUNE INC | 446,255 | 451,255 | +1.1% | $6.0M |
| KPTI KARYOPHARM THERAPEUTICS INC | 15,000 | 20,000 | +33.3% | $195.4K |
| LYEL LYELL IMMUNOPHARMA INC | 102,000 | 105,000 | +2.9% | $1.5M |
| TARA PROTARA THERAPEUTICS INC | 2,834,652 | 2,844,652 | +0.4% | $10.9M |
| KLRS KALARIS THERAPEUTICS INC | 18,000 | 25,000 | +38.9% | $101.8K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PRAX PRAXIS PRECISION MEDICINES I | 100,781 | 88,781 | -11.9% | $29.7M |
| CTMX CYTOMX THERAPEUTICS INC. | 540,000 | 120,000 | -77.8% | $450.0K |
| ABVX ABIVAX SA | 77,000 | 65,630 | -14.8% | $8.7M |
| VIRIDIAN THERAPEUTICS INC | 91,123 | 10,000 | -89.0% | $183.7K |
| NSPR INSPIREMD INC | 2,099,652 | 148,138 | -92.9% | $103.7K |
| RCKT ROCKET PHARMACEUTICALS INC | 294,643 | 60,000 | -79.6% | $205.2K |
| PROF PROFOUND MED CORP | 285,710 | 170,278 | -40.4% | $1.1M |
| TENX TENAX THERAPEUTICS INC | 583,333 | 549,985 | -5.7% | $8.0M |
| QNRX QUOIN PHARMACEUTICALS LTD | 84,849 | 32,372 | -61.8% | $156.7K |
| OVID OVID THERAPEUTICS INC | 160,000 | 130,000 | -18.8% | $349.7K |
| CNTX CONTEXT THERAPEUTICS INC | 100,000 | 59,700 | -40.3% | $33.1K |
CIK 1848809 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
