Velan Capital Investment Management LP 13F 持仓 · 2026年Q2
Velan Capital Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 1.64 亿美元。前几大持仓：PRAX（18.10%）、MPLT（10.76%）、STRO（10.36%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $29.7M | 18.10% | 88,781 | 减持 |
| 2 | MPLT | MAPLIGHT THERAPEUTICS INC | $17.7M | 10.76% | 492,893 | 持平 |
| 3 | STRO | SUTRO BIOPHARMA INC | $17.0M | 10.36% | 512,160 | 持平 |
| 4 | IMMX | IMMIX BIOPHARMA INC | $11.2M | 6.81% | 1.1M | 增持 |
| 5 | TARA | PROTARA THERAPEUTICS INC | $10.9M | 6.62% | 2.8M | 增持 |
| 6 | TENX | TENAX THERAPEUTICS INC | $9.0M | 5.48% | 618,685 | 增持 |
| 7 | ABVX | ABIVAX SA | $8.7M | 5.33% | 65,630 | 减持 |
| 8 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $6.9M | 4.20% | 700,000 | 持平 |
| 9 | EDSA | EDESA BIOTECH INC | $6.7M | 4.10% | 827,500 | 持平 |
| 10 | AVTX | AVALO THERAPEUTICS INC | $6.0M | 3.65% | 324,452 | 增持 |
| 11 | EVMN | EVOMMUNE INC | $6.0M | 3.65% | 451,255 | 增持 |
| 12 | XNCR | XENCOR INC | $4.1M | 2.50% | 255,000 | 增持 |
| 13 | RZLT | REZOLUTE INC | $3.9M | 2.38% | 750,000 | 持平 |
| 14 | HRTX | HERON THERAPEUTICS INC | $3.7M | 2.28% | 8.8M | 持平 |
| 15 | VRCA | VERRICA PHARMACEUTICALS INC | $2.9M | 1.76% | 471,559 | 持平 |
| 16 | CCCC | C4 THERAPEUTICS INC | $2.7M | 1.62% | 570,000 | 新建仓 |
| 17 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $2.3M | 1.42% | 352,000 | 持平 |
| 18 | ADMA | ADMA BIOLOGICS INC | $2.1M | 1.27% | 250,000 | 新建仓 |
| 19 | RNTX | REIN THERAPEUTICS INC | $1.8M | 1.08% | 1.7M | 新建仓 |
| 20 | LYEL | LYELL IMMUNOPHARMA INC | $1.5M | 0.90% | 105,000 | 增持 |
| 21 | NSRX | NASUS PHARMA LTD | $1.3M | 0.77% | 359,390 | 持平 |
| 22 | PROF | PROFOUND MED CORP | $1.1M | 0.69% | 170,278 | 减持 |
| 23 | JSPR | JASPER THERAPEUTICS INC | $1.1M | 0.68% | 2.7M | 持平 |
| 24 | PTGX | PROTAGONIST THERAPEUTICS INC | $453,546 | 0.28% | 3,700 | 持平 |
| 25 | CTMX | CYTOMX THERAPEUTICS INC. | $450,000 | 0.27% | 120,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR