Velan Capital Investment Management LP 13F Holdings · Q2 2026
Velan Capital Investment Management LP reported 50 securities worth $164.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PRAX (18.10%), MPLT (10.76%), STRO (10.36%). Among its top 25 positions this quarter: 3 new, 7 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $29.7M | 18.10% | 88,781 | Trimmed |
| 2 | MPLT | MAPLIGHT THERAPEUTICS INC | $17.7M | 10.76% | 492,893 | Hold |
| 3 | STRO | SUTRO BIOPHARMA INC | $17.0M | 10.36% | 512,160 | Hold |
| 4 | IMMX | IMMIX BIOPHARMA INC | $11.2M | 6.81% | 1.1M | Added |
| 5 | TARA | PROTARA THERAPEUTICS INC | $10.9M | 6.62% | 2.8M | Added |
| 6 | TENX | TENAX THERAPEUTICS INC | $9.0M | 5.48% | 618,685 | Added |
| 7 | ABVX | ABIVAX SA | $8.7M | 5.33% | 65,630 | Trimmed |
| 8 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $6.9M | 4.20% | 700,000 | Hold |
| 9 | EDSA | EDESA BIOTECH INC | $6.7M | 4.10% | 827,500 | Hold |
| 10 | AVTX | AVALO THERAPEUTICS INC | $6.0M | 3.65% | 324,452 | Added |
| 11 | EVMN | EVOMMUNE INC | $6.0M | 3.65% | 451,255 | Added |
| 12 | XNCR | XENCOR INC | $4.1M | 2.50% | 255,000 | Added |
| 13 | RZLT | REZOLUTE INC | $3.9M | 2.38% | 750,000 | Hold |
| 14 | HRTX | HERON THERAPEUTICS INC | $3.7M | 2.28% | 8.8M | Hold |
| 15 | VRCA | VERRICA PHARMACEUTICALS INC | $2.9M | 1.76% | 471,559 | Hold |
| 16 | CCCC | C4 THERAPEUTICS INC | $2.7M | 1.62% | 570,000 | New |
| 17 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $2.3M | 1.42% | 352,000 | Hold |
| 18 | ADMA | ADMA BIOLOGICS INC | $2.1M | 1.27% | 250,000 | New |
| 19 | RNTX | REIN THERAPEUTICS INC | $1.8M | 1.08% | 1.7M | New |
| 20 | LYEL | LYELL IMMUNOPHARMA INC | $1.5M | 0.90% | 105,000 | Added |
| 21 | NSRX | NASUS PHARMA LTD | $1.3M | 0.77% | 359,390 | Hold |
| 22 | PROF | PROFOUND MED CORP | $1.1M | 0.69% | 170,278 | Trimmed |
| 23 | JSPR | JASPER THERAPEUTICS INC | $1.1M | 0.68% | 2.7M | Hold |
| 24 | PTGX | PROTAGONIST THERAPEUTICS INC | $453,546 | 0.28% | 3,700 | Hold |
| 25 | CTMX | CYTOMX THERAPEUTICS INC. | $450,000 | 0.27% | 120,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR