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CIK: 0001848809
Total reported value
$164.2M
$164.2M
50 檔
26.9%
As reported in its official Q2 2025 Form 13F filing, Velan Capital Investment Management LP's tracked investment portfolio stood at $164.2M with 50 total positions.
In Q2 2025, Velan Capital Investment Management LP displayed an active expansion posture, initiating 10 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HRTX | Heron Therapeutics Inc | Stock-Other | 14.29% | -2.11% | — | |
| 2 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 8.88% | — | — | |
| 3 | JSPR | Jasper Therapeutics Inc | Stock-Other | 7.86% | -0.78% | — | |
| 4 | TARA | Protara Therapeutic Inc | Stock-Other | 6.40% | -2.63% | +28.25% | |
| 5 | ZVRA | Zevra Therapeutics Inc | Stock-Other | 6.22% | — | +7.52% | |
| 6 | TRML | Tourmaline Bio Inc | Stock-Other | 6.22% | — | -13.51% | |
| 7 | PRAX | Praxis Precision Medicines I | Stock-Other | 6.20% | -2.24% | -19.28% | |
| 8 | CDTX | Cidara Therapeutics Inc | Stock-Other | 4.81% | — | — | |
| 9 | ALMS | Alumis Inc | Stock-Other | 4.80% | — | — | |
| 10 | ARVN | Arvinas Inc | Stock-Other | 3.64% | — | — | |
| 11 | SCPH | Scpharmaceuticals Inc | Stock-Other | 3.45% | — | — | |
| 12 | RZLT | Rezolute Inc | Stock-Other | 3.30% | +0.95% | +87.50% | |
| 13 | LQDA | Liquidia CORP | Stock-Other | 2.94% | — | -20.25% | |
| 14 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 2.33% | -0.01% | +15.94% | |
| 15 | STRO | Sutro Biopharma, Inc. | Stock-Other | 2.16% | — | +197.09% | |
| 16 | NSPR | Inspiremd Inc | Stock-Other | 2.03% | -2.08% | — | |
| 17 | CATX | Perspective Therapeutics Inc | Stock-Other | 1.70% | — | — | |
| 18 | REPL | Replimune Group Inc | Stock-Other | 1.68% | +0.03% | +0.55% | |
| 19 | TELA | Tela Bio Inc | Stock-Other | 1.43% | — | — | |
| 20 | EDSA | Edesa Biotech Inc | Stock-Other | 1.38% | +1.39% | — | |
| 21 | ✓ | Stock-Other | 1.28% | — | — | ||
| 22 | VRDN | Viridian Therapeutics Inc | Stock-Other | 1.19% | -1.01% | — | |
| 23 | UPB | Upstream Bio Inc | Stock-Other | 1.16% | — | — | |
| 24 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.91% | — | +4.63% | |
| 25 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.76% | +1.92% | +38.40% | |
| 26 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.47% | -0.36% | — | |
| 27 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 0.40% | — | — | |
| 28 | KPRX | Kiora Pharmaceuticals Inc | Stock-Other | 0.35% | — | — | |
| 29 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.20% | +0.04% | — | |
| 30 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.17% | -1.32% | — | |
| 31 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.11% | +0.08% | — | |
| 32 | GERN | Geron CORP | Stock-Other | 0.10% | — | -89.31% | |
| 33 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.10% | — | +15.38% | |
| 34 | LRMR | Larimar Therapeutics Inc | Stock-Other | 0.09% | -0.03% | +17.86% | |
| 35 | GOSS | Gossamer Bio Inc | Stock-Other | 0.09% | — | — | |
| 36 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.09% | — | — | |
| 37 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.08% | — | — | |
| 38 | ERAS | Erasca Inc | Stock-Other | 0.08% | — | +30.00% | |
| 39 | ALEC | Alector Inc | Stock-Other | 0.08% | — | — | |
| 40 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 0.07% | — | +17.65% | |
| 41 | DSGN | Design Therapeutics Inc | Stock-Other | 0.07% | -0.13% | EXIT | |
| 42 | CNTX | Context Therapeutics Inc | Stock-Other | 0.06% | -0.14% | +11.11% | |
| 43 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.05% | -0.01% | +64.95% | |
| 44 | IMMX | Immix Biopharma Inc | Stock-Other | 0.05% | +2.59% | — | |
| 45 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 46 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.05% | — | -6.57% | |
| 47 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.04% | — | — | |
| 48 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.04% | — | — | |
| 49 | PMVP | Pmv Pharmaceuticals Inc | Stock-Other | 0.04% | -0.06% | EXIT | |
| 50 | NXTCEUR | Nextcure Inc | Stock-Other | 0.02% | — | +80.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CDTX | Cidara Therapeutics Inc | +4.8% | NEW | New buy |
| 2 | ALMS | Alumis Inc | +4.8% | NEW | New buy |
| 3 | ARVN | Arvinas Inc | +3.6% | NEW | New buy |
| 4 | VRNA | Verona Pharma PLC - Adr | +2.7% | — | Unchanged |
| 5 | RZLT | Rezolute Inc | +2.1% | +87.50% | Add |
| 6 | JSPR | Jasper Therapeutics Inc | +1.5% | — | Unchanged |
| 7 | STRO | Sutro Biopharma, Inc. | +1.5% | +197.09% | Add |
| 8 | ✓ | +1.3% | NEW | New buy | |
| 9 | VRDN | Viridian Therapeutics Inc | +1.2% | NEW | New buy |
| 10 | ZVRA | Zevra Therapeutics Inc | +1.1% | +7.52% | Add |
| 11 | SCPH | Scpharmaceuticals Inc | +1% | — | Unchanged |
| 12 | CATX | Perspective Therapeutics Inc | +0.6% | — | Unchanged |
| 13 | TELA | Tela Bio Inc | +0.5% | — | Unchanged |
| 14 | UPB | Upstream Bio Inc | +0.5% | — | Unchanged |
| 15 | PTGX | Protagonist Therapeutics Inc | +0.2% | NEW | New buy |
| 16 | CTMX | Cytomx Therapeutics Inc | +0.1% | — | Unchanged |
| 17 | NRIX | Nurix Therapeutics Inc | +0.1% | NEW | New buy |
| 18 | CRBP | Corbus Pharmaceuticals Holdi | +0.1% | — | Unchanged |
| 19 | IMMX | Immix Biopharma Inc | +0.1% | NEW | New buy |
| 20 | VYNE | Vyne Therapeutics Inc | +0.1% | NEW | New buy |
| 21 | PYXS | Pyxis Oncology Inc | 0% | NEW | New buy |
| 22 | VTYXUSD | Ventyx Biosciences Inc | 0% | — | Unchanged |
| 23 | LRMR | Larimar Therapeutics Inc | 0% | +17.86% | Add |
| 24 | ✓ | Proqr Therapeutics N.v. | 0% | — | Unchanged |
| 25 | 430 | Terns Pharmaceuticals Inc | 0% | +17.65% | Add |
| 26 | OVID | Ovid Therapeutics Inc | 0% | +64.95% | Add |
| 27 | ERAS | Erasca Inc | 0% | +30.00% | Add |
| 28 | DSGN | Design Therapeutics Inc | 0% | +42.86% | Add |
| 29 | GOSS | Gossamer Bio Inc | 0% | — | Unchanged |
| 30 | ALEC | Alector Inc | 0% | — | Unchanged |
| 31 | NXTCEUR | Nextcure Inc | 0% | +80.00% | Add |
| 32 | CNTX | Context Therapeutics Inc | — | +11.11% | Add |
| 33 | FDMT | 4d Molecular Therapeutics In | — | — | Unchanged |
| 34 | PMVP | Pmv Pharmaceuticals Inc | — | — | Unchanged |
| 35 | ✓ | Elevation Oncology Inc | 0% | EXIT | Sold out |
| 36 | WVE | Wave Life Sciences Ltd. | 0% | +15.38% | Add |
| 37 | ACRS | Aclaris Therapeutics Inc | 0% | -6.57% | Trim |
| 38 | KRON1USD | Kronos Bio Inc | 0% | EXIT | Sold out |
| 39 | KPRX | Kiora Pharmaceuticals Inc | 0% | — | Unchanged |
| 40 | TENX | Tenax Therapeutics Inc | -0.1% | — | Unchanged |
| 41 | MLYS | Mineralys Therapeutics Inc | -0.1% | +15.94% | Add |
| 42 | RGLS | Regulus Therapeutics Inc | -0.1% | EXIT | Sold out |
| 43 | REPL | Replimune Group Inc | -0.2% | +0.55% | Add |
| 44 | AVTX | Avalo Therapeutics Inc | -0.2% | +38.40% | Add |
| 45 | ELDN | Eledon Pharmaceuticals Inc | -0.2% | +4.63% | Add |
| 46 | EDSA | Edesa Biotech Inc | -0.4% | — | Unchanged |
| 47 | NSPR | Inspiremd Inc | -0.5% | — | Unchanged |
| 48 | TRML | Tourmaline Bio Inc | -0.9% | -13.51% | Trim |
| 49 | TARA | Protara Therapeutic Inc | -0.9% | +28.25% | Add |
| 50 | GERN | Geron CORP | -1% | -89.31% | Trim |
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 50 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including HRTX, VRNA, JSPR) accounted for 26.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
CDTX
市值: $4.9M
Top Position Liquidated / Trimmed
ACELYRIN INC
前期市值: $8.3M
During Q2 2025, Velan Capital Investment Management LP's top holdings by market value included HRTX (14.3%)、VRNA (8.9%)、JSPR (7.9%). The largest single position, HRTX, represented 14.3% of total portfolio value.
In Q2 2025, Velan Capital Investment Management LP made 38 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 5 holdings, and fully liquidating 7 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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