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Velan Capital Investment Management Lp Top Holdings and 13F Report (2026)

About Velan Capital Investment Management Lp

Investment Activity

  • Velan Capital Investment Management Lp has $164.21 million in total holdings as of June 30, 2026.
  • Velan Capital Investment Management Lp owns shares of 50 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 8.79% of the portfolio was purchased this quarter.
  • About 11.16% of the portfolio was sold this quarter.
  • This quarter, Velan Capital Investment Management Lp has purchased 49 new stocks and bought additional shares in 11 stocks.
  • Velan Capital Investment Management Lp sold shares of 10 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

PRAXIS PRECISION MEDICINES I
$29,722,991
MAPLIGHT THERAPEUTICS INC
$17,665,285
SUTRO BIOPHARMA INC
$17,003,712
Immix Biopharma
$11,186,350

Largest New Holdings this Quarter

12529R107 - C4 Therapeutics
$2,661,900 Holding
000899104 - ADMA Biologics
$2,092,500 Holding
00887A204 - REIN THERAPEUTICS INC
$1,768,000 Holding
878972108 - TECTONIC THERAPEUTIC INC
$206,250 Holding
037326105 - AN2 THERAPEUTICS INC
$193,600 Holding

Largest Purchases this Quarter

Immix Biopharma
345,000 shares (about $3.56M)
C4 Therapeutics
570,000 shares (about $2.66M)
AVALO THERAPEUTICS INC
139,330 shares (about $2.57M)
ADMA Biologics
250,000 shares (about $2.09M)
REIN THERAPEUTICS INC
1,700,000 shares (about $1.77M)

Largest Sales this Quarter

PRAXIS PRECISION MEDICINES I
12,000 shares (about $4.02M)
CytomX Therapeutics
420,000 shares (about $1.58M)
ABIVAX SA
11,370 shares (about $1.52M)
Viridian Therapeutics
81,123 shares (about $1.49M)
InspireMD
1,951,514 shares (about $1.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVelan Capital Investment Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PRAXIS PRECISION MEDICINES I
$29,722,991$4,017,480 â–¼-11.9%88,78118.1%COM NEW
MAPLIGHT THERAPEUTICS INC
$17,665,2850.0%492,89310.8%COM
SUTRO BIOPHARMA INC
$17,003,7120.0%512,16010.4%COM SHS
Immix Biopharma, Inc. stock logo
IMMX
Immix Biopharma
$11,186,350$3,556,950 â–²46.6%1,085,0006.8%Healthcare
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$10,866,571$38,200 â–²0.4%2,844,6526.6%Healthcare
TENAX THERAPEUTICS INC
$9,001,867$514,372 â–²6.1%618,6855.5%COM NEW
ABIVAX SA
$8,745,854$1,515,166 â–¼-14.8%65,6305.3%SPONSORED ADS
ANTERIS TECHNOLOGIES GLOBAL
$6,895,0000.0%700,0004.2%COM
EDESA BIOTECH INC
$6,727,5750.0%827,5004.1%COM NEW
EVOMMUNE INC
$5,997,179$66,450 â–²1.1%451,2553.7%COM SHS
AVALO THERAPEUTICS INC
$5,995,873$2,574,818 â–²75.3%324,4523.7%COM NEW
Xencor, Inc. stock logo
XNCR
Xencor
$4,105,500$80,500 â–²2.0%255,0002.5%Healthcare
Rezolute, Inc. stock logo
RZLT
Rezolute
$3,900,0000.0%750,0002.4%Healthcare
Heron Therapeutics, Inc. stock logo
HRTX
Heron Therapeutics
$3,735,9040.0%8,753,2902.3%Healthcare
VERRICA PHARMACEUTICALS INC
$2,885,9410.0%471,5591.8%COM SHS
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$2,661,900$2,661,900 â–²New Holding570,0001.6%Healthcare
EUPRAXIA PHARMACEUTICALS INC
$2,326,7200.0%352,0001.4%COM
ADMA Biologics Inc stock logo
ADMA
ADMA Biologics
$2,092,500$2,092,500 â–²New Holding250,0001.3%Healthcare
REIN THERAPEUTICS INC
$1,768,000$1,768,000 â–²New Holding1,700,0001.1%COM NEW
LYELL IMMUNOPHARMA INC
$1,475,250$42,150 â–²2.9%105,0000.9%COM NEW
NASUS PHARMA LTD
$1,257,8650.0%359,3900.8%ORD SHS
Profound Medical stock logo
PROF
Profound Medical
$1,132,349$767,623 â–¼-40.4%170,2780.7%Healthcare
JASPER THERAPEUTICS INC
$1,123,3940.0%2,668,3950.7%COM NEW
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$453,5460.0%3,7000.3%Healthcare
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$450,000$1,575,000 â–¼-77.8%120,0000.3%Healthcare
NEUMORA THERAPEUTICS INC.
$391,000$255,000 â–²187.5%230,0000.2%COM
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$388,1600.0%16,0000.2%Healthcare
Ovid Therapeutics stock logo
OVID
Ovid Therapeutics
$349,700$80,700 â–¼-18.8%130,0000.2%Healthcare
PRECISION BIOSCIENCES INC
$314,4000.0%40,0000.2%COM NEW
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$296,7800.0%11,0000.2%Healthcare
MacroGenics, Inc. stock logo
MGNX
MacroGenics
$277,200$138,600 â–²100.0%60,0000.2%Healthcare
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$243,8800.0%26,0000.1%Healthcare
ARTIVA BIOTHERAPEUTICS INC
$242,5000.0%25,0000.1%COM
Replimune Group, Inc. stock logo
REPL
Replimune Group
$221,4000.0%20,0000.1%Healthcare
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$218,6000.0%10,0000.1%Healthcare
Immunome, Inc. stock logo
IMNM
Immunome
$211,9000.0%10,0000.1%Healthcare
TECTONIC THERAPEUTIC INC
$206,250$206,250 â–²New Holding6,0000.1%COM
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$205,200$802,479 â–¼-79.6%60,0000.1%Healthcare
KARYOPHARM THERAPEUTICS INC
$195,400$48,850 â–²33.3%20,0000.1%COM NEW
AN2 THERAPEUTICS INC
$193,600$193,600 â–²New Holding40,0000.1%COM
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$183,700$1,490,230 â–¼-89.0%10,0000.1%Healthcare
SCYNEXIS INC
$162,800$162,800 â–²New Holding40,0000.1%COM
QUOIN PHARMACEUTICALS LTD
$156,680$253,988 â–¼-61.8%32,3720.1%SPONSORED ADS
XILIO THERAPEUTICS INC
$136,8500.0%14,2850.1%COM
InspireMD, Inc. stock logo
NSPR
InspireMD
$103,711$1,366,250 â–¼-92.9%148,1380.1%Healthcare
KALARIS THERAPEUTICS INC
$101,750$28,490 â–²38.9%25,0000.1%COM
Larimar Therapeutics, Inc. stock logo
LRMR
Larimar Therapeutics
$100,6500.0%33,0000.1%Healthcare
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$83,7000.0%45,0000.1%Healthcare
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$33,068$22,322 â–¼-40.3%59,7000.0%Healthcare
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$11,5220.0%70,0000.0%Healthcare
Esperion Therapeutics, Inc. stock logo
ESPR
Esperion Therapeutics
$0$4,712,800 â–¼-100.0%00.0%Healthcare
KAZIA THERAPEUTICS LTD
$0$1,006,744 â–¼-100.0%00.0%SPONSORED ADS
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$0$407,550 â–¼-100.0%00.0%Healthcare
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$0$212,800 â–¼-100.0%00.0%Healthcare
PMV Pharmaceuticals, Inc. stock logo
PMVP
PMV Pharmaceuticals
$0$90,520 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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