Velan Capital Investment Management LP
Filing Date
Global Rank
#5,012
/ 8,700
▲ 1784
Top Industry
Biotechnology
94.2%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
19 quarters · since Dec 2021
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.1%
−2.9 pts
Top 5
52.6%
+0.8 pts
Top 10
75.4%
+0.4 pts
HHI
791
Diversified−44
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $164,235,578 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IMMX | Immix Biopharma, Inc. | +345,000 | 1,085,000 | $11,186,350 | |
| NMRA | Neumora Therapeutics, Inc. | +150,000 | 230,000 | $391,000 | |
| AVTX | Avalo Therapeutics, Inc. | +139,330 | 324,452 | $5,995,872 | |
| TENX | Tenax Therapeutics, Inc. | +35,352 | 618,685 | $9,001,866 | |
| MGNX | Macrogenics Inc | +30,000 | 60,000 | $277,200 | |
| TARA | Protara Therapeutics, Inc. | +10,000 | 2,844,652 | $10,866,570 | |
| KLRS | Kalaris Therapeutics, Inc. | +7,000 | 25,000 | $101,750 | |
| KPTI | Karyopharm Therapeutics Inc. | +5,000 | 20,000 | $195,400 | |
| EVMN | Evommune, Inc. | +5,000 | 451,255 | $5,997,178 | |
| XNCR | Xencor Inc | +5,000 | 255,000 | $4,105,500 | |
| LYEL | Lyell Immunopharma, Inc. | +3,000 | 105,000 | $1,475,250 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NSPR | InspireMD, Inc. | −1,951,514 | 148,138 | $103,696 | |
| CTMX | CytomX Therapeutics, Inc. | −420,000 | 120,000 | $450,000 | |
| RCKT | Rocket Pharmaceuticals, Inc. | −234,643 | 60,000 | $205,200 | |
| PROF | Profound Medical Corp. | −115,432 | 170,278 | $1,132,348 | |
| VRDN | Viridian Therapeutics, Inc.\DE | −81,123 | 10,000 | $183,700 | |
| QNRX | Quoin Pharmaceuticals Ltd. | −52,477 | 32,372 | $156,680 | |
| CNTX | Context Therapeutics Inc. | −40,300 | 59,700 | $33,073 | |
| OVID | Ovid Therapeutics Inc. | −30,000 | 130,000 | $349,700 | |
| PRAX | Praxis Precision Medicines, Inc. | −12,000 | 88,781 | $29,722,990 | |
| ABVX | Abivax S.A. | −11,370 | 65,630 | $8,745,853 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCCC | C4 Therapeutics, Inc. | 570,000 | $2,661,900 | |
| ADMA | Adma Biologics, Inc. | 250,000 | $2,092,500 | |
| RNTX | Rein Therapeutics, Inc. | 1,700,000 | $1,768,000 | |
| TECX | Tectonic Therapeutic, Inc. | 6,000 | $206,280 | |
| ANTX | AN2 Therapeutics, Inc. | 40,000 | $193,600 | |
| SCYX | Scynexis Inc | 40,000 | $162,800 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
50 tracked positions ·
$164,235,578 total
· filing declares
53 positions · $164,207,527
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Reduced | 88,781 | $29,722,990 | 18.10% | |
| MPLT |
MapLight Therapeutics, Inc.
Healthcare
|
Held | 492,893 | $17,665,285 | 10.76% | |
| STRO |
Sutro Biopharma, Inc.
Healthcare
|
Held | 512,160 | $17,003,712 | 10.35% | |
| IMMX |
Immix Biopharma, Inc.
Healthcare
|
Added | 1,085,000 | $11,186,350 | 6.81% | |
| TARA |
Protara Therapeutics, Inc.
Healthcare
|
Added | 2,844,652 | $10,866,570 | 6.62% | |
| TENX |
Tenax Therapeutics, Inc.
CALL
+ SHARES
Healthcare
|
Added | 618,685 | $9,001,866 | 5.48% | |
| ABVX |
Abivax S.A.
Healthcare
|
Reduced | 65,630 | $8,745,853 | 5.33% | |
| AVR |
Anteris Technologies Global Corp.
Healthcare
|
Held | 700,000 | $6,895,000 | 4.20% | |
| EDSA |
Edesa Biotech, Inc.
Healthcare
|
Held | 827,500 | $6,727,575 | 4.10% | |
| EVMN |
Evommune, Inc.
Healthcare
|
Added | 451,255 | $5,997,178 | 3.65% | |
| AVTX |
Avalo Therapeutics, Inc.
Healthcare
|
Added | 324,452 | $5,995,872 | 3.65% | |
| XNCR |
Xencor Inc
Healthcare
|
Added | 255,000 | $4,105,500 | 2.50% | |
| RZLT |
Rezolute, Inc.
Healthcare
|
Held | 750,000 | $3,900,000 | 2.37% | |
| HRTX |
Heron Therapeutics, Inc. /De/
Healthcare
|
Held | 8,753,290 | $3,763,914 | 2.29% | |
| VRCA |
Verrica Pharmaceuticals Inc.
Healthcare
|
Held | 471,559 | $2,885,941 | 1.76% | |
| CCCC |
C4 Therapeutics, Inc.
Healthcare
|
NEW | 570,000 | $2,661,900 | 1.62% | |
| EPRX |
Eupraxia Pharmaceuticals Inc.
Healthcare
|
Held | 352,000 | $2,326,720 | 1.42% | |
| ADMA |
Adma Biologics, Inc.
Healthcare
|
NEW | 250,000 | $2,092,500 | 1.27% | |
| RNTX |
Rein Therapeutics, Inc.
Healthcare
|
NEW | 1,700,000 | $1,768,000 | 1.08% | |
| LYEL |
Lyell Immunopharma, Inc.
Healthcare
|
Added | 105,000 | $1,475,250 | 0.90% | |
| NSRX |
Nasus Pharma Ltd
Healthcare
|
Held | 359,390 | $1,257,865 | 0.77% | |
| PROF |
Profound Medical Corp.
Healthcare
|
Reduced | 170,278 | $1,132,348 | 0.69% | |
| JSPR |
Jasper Therapeutics, Inc.
Healthcare
|
Held | 2,668,395 | $1,123,394 | 0.68% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
Held | 3,700 | $453,546 | 0.28% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
Reduced | 120,000 | $450,000 | 0.27% | |
| NMRA |
Neumora Therapeutics, Inc.
Healthcare
|
Added | 230,000 | $391,000 | 0.24% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
Held | 16,000 | $388,160 | 0.24% | |
| OVID |
Ovid Therapeutics Inc.
Healthcare
|
Reduced | 130,000 | $349,700 | 0.21% | |
| DTIL |
Precision Biosciences Inc
Healthcare
|
Held | 40,000 | $314,400 | 0.19% | |
| MLYS |
Mineralys Therapeutics, Inc.
Healthcare
|
Held | 11,000 | $296,780 | 0.18% | |
| MGNX |
Macrogenics Inc
Healthcare
|
Added | 60,000 | $277,200 | 0.17% | |
| CRBP |
Corbus Pharmaceuticals Holdings, Inc.
Healthcare
|
Held | 26,000 | $243,880 | 0.15% | |
| ARTV |
Artiva Biotherapeutics, Inc.
Healthcare
|
Held | 25,000 | $242,500 | 0.15% | |
| REPL |
Replimune Group, Inc.
Healthcare
|
Held | 20,000 | $221,400 | 0.13% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Held | 10,000 | $218,600 | 0.13% | |
| IMNM |
Immunome Inc.
Healthcare
|
Held | 10,000 | $211,900 | 0.13% | |
| TECX |
Tectonic Therapeutic, Inc.
Healthcare
|
NEW | 6,000 | $206,280 | 0.13% | |
| RCKT |
Rocket Pharmaceuticals, Inc.
Healthcare
|
Reduced | 60,000 | $205,200 | 0.12% | |
| KPTI |
Karyopharm Therapeutics Inc.
Healthcare
|
Added | 20,000 | $195,400 | 0.12% | |
| ANTX |
AN2 Therapeutics, Inc.
Healthcare
|
NEW | 40,000 | $193,600 | 0.12% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
Reduced | 10,000 | $183,700 | 0.11% | |
| SCYX |
Scynexis Inc
Healthcare
|
NEW | 40,000 | $162,800 | 0.10% | |
| QNRX |
Quoin Pharmaceuticals Ltd.
Healthcare
|
Reduced | 32,372 | $156,680 | 0.10% | |
| XLO |
Xilio Therapeutics, Inc.
Healthcare
|
Held | 14,285 | $136,850 | 0.08% | |
| NSPR |
InspireMD, Inc.
Healthcare
|
Reduced | 148,138 | $103,696 | 0.06% | |
| KLRS |
Kalaris Therapeutics, Inc.
Healthcare
|
Added | 25,000 | $101,750 | 0.06% | |
| LRMR |
Larimar Therapeutics, Inc.
Healthcare
|
Held | 33,000 | $100,650 | 0.06% | |
| PRQR |
ProQR Therapeutics N.V.
Healthcare
|
Held | 45,000 | $83,700 | 0.05% | |
| CNTX |
Context Therapeutics Inc.
Healthcare
|
Reduced | 59,700 | $33,073 | 0.02% | |
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
Held | 70,000 | $11,550 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.