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CIK: 0001848809
Total reported value
$164.2M
$164.2M
47 檔
28.0%
In Q1 2025, Velan Capital Investment Management LP's U.S. equity holdings reached a combined market value of $164.2M, distributed across 47 disclosed stock positions.
In Q1 2025, Velan Capital Investment Management LP displayed an active expansion posture, initiating 10 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including HRTX, ACELYRIN INC, SWTXUSD) accounted for 28.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
ACELYRIN INC
市值: $8.3M
Top Position Liquidated / Trimmed
NRIX
前期市值: $1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HRTX | Heron Therapeutics Inc | Stock-Other | 15.81% | -2.11% | — | |
| 2 | ✓ | Acelyrin Inc | Stock-Other | 8.56% | — | — | |
| 3 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 8.42% | — | — | |
| 4 | TARA | Protara Therapeutic Inc | Stock-Other | 7.31% | -2.63% | +5.62% | |
| 5 | PRAX | Praxis Precision Medicines I | Stock-Other | 7.21% | -2.24% | -38.33% | |
| 6 | TRML | Tourmaline Bio Inc | Stock-Other | 7.13% | — | +7.46% | |
| 7 | JSPR | Jasper Therapeutics Inc | Stock-Other | 6.34% | -0.78% | — | |
| 8 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 6.20% | — | +90.00% | |
| 9 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 5.12% | — | +121.67% | |
| 10 | LQDA | Liquidia CORP | Stock-Other | 4.55% | — | — | |
| 11 | NSPR | Inspiremd Inc | Stock-Other | 2.50% | -2.08% | — | |
| 12 | SCPH | Scpharmaceuticals Inc | Stock-Other | 2.48% | — | — | |
| 13 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 2.46% | -0.01% | — | |
| 14 | REPL | Replimune Group Inc | Stock-Other | 1.83% | +0.03% | +0.39% | |
| 15 | EDSA | Edesa Biotech Inc | Stock-Other | 1.73% | +1.39% | — | |
| 16 | TIL | Instil Bio Inc | Stock-Other | 1.23% | — | — | |
| 17 | RZLT | Rezolute Inc | Stock-Other | 1.19% | +0.95% | -50.00% | |
| 18 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 1.13% | — | — | |
| 19 | CATX | Perspective Therapeutics Inc | Stock-Other | 1.10% | — | — | |
| 20 | GERN | Geron CORP | Stock-Other | 1.07% | — | +1236.73% | |
| 21 | IMNM | Immunome Inc | Stock-Other | 1.06% | -0.01% | — | |
| 22 | TELA | Tela Bio Inc | Stock-Other | 0.94% | — | — | |
| 23 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.92% | +1.92% | +1.82% | |
| 24 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.69% | — | +3333.33% | |
| 25 | UPB | Upstream Bio Inc | Stock-Other | 0.67% | — | — | |
| 26 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.56% | -0.36% | — | |
| 27 | KPRX | Kiora Pharmaceuticals Inc | Stock-Other | 0.38% | — | — | |
| 28 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 0.32% | — | +4.06% | |
| 29 | RGLS | Regulus Therapeutics Inc | Stock-Other | 0.14% | — | +14.29% | |
| 30 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.11% | — | — | |
| 31 | GOSS | Gossamer Bio Inc | Stock-Other | 0.08% | — | — | |
| 32 | ERAS | Erasca Inc | Stock-Other | 0.07% | — | — | |
| 33 | ALEC | Alector Inc | Stock-Other | 0.07% | — | — | |
| 34 | LRMR | Larimar Therapeutics Inc | Stock-Other | 0.06% | -0.03% | +55.56% | |
| 35 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.06% | — | +11.11% | |
| 36 | CNTX | Context Therapeutics Inc | Stock-Other | 0.06% | -0.14% | — | |
| 37 | DSGN | Design Therapeutics Inc | Stock-Other | 0.06% | -0.13% | EXIT | |
| 38 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.06% | — | +29.63% | |
| 39 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.05% | -1.32% | +114.29% | |
| 40 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 0.05% | — | — | |
| 41 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.05% | — | +14.29% | |
| 42 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.04% | — | +20.00% | |
| 43 | PMVP | Pmv Pharmaceuticals Inc | Stock-Other | 0.04% | -0.06% | EXIT | |
| 44 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.03% | -0.01% | +38.57% | |
| 45 | KRON1USD | Kronos Bio Inc | Stock-Other | 0.03% | — | — | |
| 46 | NXTCEUR | Nextcure Inc | Stock-Other | 0.01% | — | — | |
| 47 | ✓ | Elevation Oncology Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Acelyrin Inc | +8.6% | NEW | New buy |
| 2 | HRTX | Heron Therapeutics Inc | +6.6% | — | Unchanged |
| 3 | VRNA | Verona Pharma PLC - Adr | +4.2% | +90.00% | Add |
| 4 | ZVRA | Zevra Therapeutics Inc | +3% | +121.67% | Add |
| 5 | SWTXUSD | Springworks Therapeutics Inc | +2.6% | — | Unchanged |
| 6 | SCPH | Scpharmaceuticals Inc | +2.5% | NEW | New buy |
| 7 | MLYS | Mineralys Therapeutics Inc | +2.5% | NEW | New buy |
| 8 | EDSA | Edesa Biotech Inc | +1.7% | NEW | New buy |
| 9 | LQDA | Liquidia CORP | +1.5% | — | Unchanged |
| 10 | TIL | Instil Bio Inc | +1.2% | NEW | New buy |
| 11 | IMNM | Immunome Inc | +1.1% | NEW | New buy |
| 12 | TELA | Tela Bio Inc | +0.9% | NEW | New buy |
| 13 | GERN | Geron CORP | +0.9% | +1236.73% | Add |
| 14 | UPB | Upstream Bio Inc | +0.7% | NEW | New buy |
| 15 | STRO | Sutro Biopharma, Inc. | +0.6% | +3333.33% | Add |
| 16 | NSPR | Inspiremd Inc | +0.5% | — | Unchanged |
| 17 | AVTX | Avalo Therapeutics Inc | +0.2% | +1.82% | Add |
| 18 | TARA | Protara Therapeutic Inc | +0.1% | +5.62% | Add |
| 19 | TENX | Tenax Therapeutics Inc | +0.1% | — | Unchanged |
| 20 | ERAS | Erasca Inc | +0.1% | NEW | New buy |
| 21 | DSGN | Design Therapeutics Inc | +0.1% | NEW | New buy |
| 22 | RGLS | Regulus Therapeutics Inc | 0% | +14.29% | Add |
| 23 | KPRX | Kiora Pharmaceuticals Inc | 0% | — | Unchanged |
| 24 | GOSS | Gossamer Bio Inc | 0% | — | Unchanged |
| 25 | CTMX | Cytomx Therapeutics Inc | 0% | +114.29% | Add |
| 26 | ACRS | Aclaris Therapeutics Inc | — | +29.63% | Add |
| 27 | LRMR | Larimar Therapeutics Inc | — | +55.56% | Add |
| 28 | KRON1USD | Kronos Bio Inc | — | — | Unchanged |
| 29 | FDMT | 4d Molecular Therapeutics In | 0% | +20.00% | Add |
| 30 | PMVP | Pmv Pharmaceuticals Inc | 0% | — | Unchanged |
| 31 | ✓ | Elevation Oncology Inc | 0% | — | Unchanged |
| 32 | NXTCEUR | Nextcure Inc | 0% | — | Unchanged |
| 33 | ELDN | Eledon Pharmaceuticals Inc | 0% | — | Unchanged |
| 34 | CNTX | Context Therapeutics Inc | 0% | — | Unchanged |
| 35 | ALEC | Alector Inc | 0% | — | Unchanged |
| 36 | VTYXUSD | Ventyx Biosciences Inc | 0% | +14.29% | Add |
| 37 | KPTIEUR | Karyopharm Therapeutics Inc | 0% | EXIT | Sold out |
| 38 | BOLT1EUR | Bolt Biotherapeutics Inc | 0% | EXIT | Sold out |
| 39 | COCP | Cocrystal Pharma Inc | 0% | EXIT | Sold out |
| 40 | WVE | Wave Life Sciences Ltd. | 0% | — | Unchanged |
| 41 | ✓ | Proqr Therapeutics N.v. | 0% | +11.11% | Add |
| 42 | 430 | Terns Pharmaceuticals Inc | 0% | — | Unchanged |
| 43 | OVID | Ovid Therapeutics Inc | 0% | +38.57% | Add |
| 44 | FGENEUR | Fibrogen Inc | 0% | EXIT | Sold out |
| 45 | ENTA | Enanta Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 46 | REPL | Replimune Group Inc | -0.1% | +0.39% | Add |
| 47 | CRBP | Corbus Pharmaceuticals Holdi | -0.3% | +4.06% | Add |
| 48 | CATX | Perspective Therapeutics Inc | -0.3% | — | Unchanged |
| 49 | TRML | Tourmaline Bio Inc | -0.3% | +7.46% | Add |
| 50 | COLL | Collegium Pharmaceutical Inc | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Velan Capital Investment Management LP reported a total U.S. public equity portfolio value of $164.2M across 47 disclosed positions in Q1 2025.
During Q1 2025, Velan Capital Investment Management LP's top holdings by market value included HRTX (15.8%)、ACELYRIN INC (8.6%)、SWTXUSD (8.4%). The largest single position, HRTX, represented 15.8% of total portfolio value.
In Q1 2025, Velan Capital Investment Management LP made 37 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 2 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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