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CIK: 0001848809
Total reported value
$164.2M
$164.2M
49 檔
48.9%
The Q1 2026 SEC filing reveals that Velan Capital Investment Management LP held a total portfolio value of $164.2M, covering 49 public equity positions.
In Q1 2026, Velan Capital Investment Management LP displayed an active expansion posture, initiating 12 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRAX | Praxis Precision Medicines I | Stock-Other | 20.34% | -2.24% | — | |
| 2 | TARA | Protara Therapeutic Inc | Stock-Other | 9.25% | -2.63% | — | |
| 3 | STRO | Sutro Biopharma Inc | Stock-Other | 7.99% | +2.37% | +64.15% | |
| 4 | EVMN | Evommune Inc | Stock-Other | 6.43% | -2.78% | -11.94% | |
| 5 | MPLT | Maplight Therapeutics Inc | Stock-Other | 6.28% | +4.48% | -5.63% | |
| 6 | TENX | Tenax Therapeutics Inc | Stock-Other | 5.84% | -0.36% | +600.00% | |
| 7 | ABVX | Abivax Sa-adr | Stock-Other | 5.37% | -0.04% | +14.93% | |
| 8 | HRTX | Heron Therapeutics Inc | Stock-Other | 4.39% | -2.11% | — | |
| 9 | IMMX | Immix Biopharma Inc | Stock-Other | 4.22% | +2.59% | +2014.29% | |
| 10 | ESPR | Esperion Therapeutics Inc | Stock-Other | 2.95% | -2.95% | EXIT | |
| 11 | EDSA | Edesa Biotech Inc | Stock-Other | 2.71% | +1.39% | +20.36% | |
| 12 | AVR | Anteris Technologies Global | Stock-Other | 2.43% | +1.77% | — | |
| 13 | NSPR | Inspiremd Inc | Stock-Other | 2.14% | -2.08% | -2.05% | |
| 14 | XNCR | Xencor Inc | Stock-Other | 1.89% | +0.61% | — | |
| 15 | AVTX | Avalo Therapeutics Inc | Stock-Other | 1.73% | +1.92% | -29.78% | |
| 16 | EPRX | Eupraxia Pharmaceuticals Inc | Stock-Other | 1.60% | -0.18% | — | |
| 17 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 1.59% | -1.32% | +575.00% | |
| 18 | VRCA | Verrica Pharmaceuticals Inc | Stock-Other | 1.56% | +0.20% | — | |
| 19 | JSPR | Jasper Therapeutics Inc | Stock-Other | 1.46% | -0.78% | — | |
| 20 | RZLT | Rezolute Inc | Stock-Other | 1.43% | +0.95% | — | |
| 21 | LYEL | Lyell Immunopharma Inc | Stock-Other | 1.28% | -0.38% | — | |
| 22 | PROF | Profound Medical CORP | Stock-Other | 1.16% | -0.47% | — | |
| 23 | VRDN | Viridian Therapeutics Inc | Stock-Other | 1.12% | -1.01% | +5.34% | |
| 24 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.66% | -0.54% | — | |
| 25 | KZIA | Kazia Therapeutics-spon Adr | Stock-Other | 0.63% | -0.63% | EXIT | |
| 26 | ✓ | Nasus Pharma LTD | Stock-Other | 0.50% | +0.27% | — | |
| 27 | QNRX | Quoin Pharmaceuticals Lt-adr | Stock-Other | 0.35% | -0.25% | — | |
| 28 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.26% | -0.26% | EXIT | |
| 29 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.24% | +0.04% | — | |
| 30 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.22% | -0.01% | — | |
| 31 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.19% | -0.01% | -92.72% | |
| 32 | CNTX | Context Therapeutics Inc | Stock-Other | 0.16% | -0.14% | — | |
| 33 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.16% | +0.08% | — | |
| 34 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 0.15% | — | +100.00% | |
| 35 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 0.15% | -0.02% | -92.31% | |
| 36 | DTIL | Precision Biosciences Inc | Stock-Other | 0.14% | +0.05% | +100.00% | |
| 37 | IMNM | Immunome Inc | Stock-Other | 0.14% | -0.01% | — | |
| 38 | DSGN | Design Therapeutics Inc | Stock-Other | 0.13% | -0.13% | EXIT | |
| 39 | ARTV | Artiva Biotherapeutics Inc | Stock-Other | 0.10% | +0.05% | — | |
| 40 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.10% | +0.14% | — | |
| 41 | REPL | Replimune Group Inc | Stock-Other | 0.10% | +0.03% | +33.33% | |
| 42 | LRMR | Larimar Therapeutics Inc | Stock-Other | 0.09% | -0.03% | — | |
| 43 | XLO | Xilio Therapeutics Inc | Stock-Other | 0.08% | — | — | |
| 44 | KLRS | Kalaris Therapeutics Inc | Stock-Other | 0.07% | -0.01% | — | |
| 45 | PMVP | Pmv Pharmaceuticals Inc | Stock-Other | 0.06% | -0.06% | EXIT | |
| 46 | MGNX | Macrogenics Inc | Stock-Other | 0.05% | +0.12% | — | |
| 47 | KPTI | Karyopharm Therapeutics Inc | Stock-Other | 0.05% | +0.07% | — | |
| 48 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.05% | — | — | |
| 49 | GOSS | Gossamer Bio Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STRO | Sutro Biopharma Inc | +5.9% | +64.15% | Add |
| 2 | TENX | Tenax Therapeutics Inc | +5.3% | +600.00% | Add |
| 3 | IMMX | Immix Biopharma Inc | +4.1% | +2014.29% | Add |
| 4 | PRAX | Praxis Precision Medicines I | +3.1% | — | Unchanged |
| 5 | EDSA | Edesa Biotech Inc | +2.1% | +20.36% | Add |
| 6 | EVMN | Evommune Inc | +1.4% | -11.94% | Trim |
| 7 | CTMX | Cytomx Therapeutics Inc | +1.4% | +575.00% | Add |
| 8 | MPLT | Maplight Therapeutics Inc | +1% | -5.63% | Trim |
| 9 | TARA | Protara Therapeutic Inc | +0.5% | — | Unchanged |
| 10 | RZLT | Rezolute Inc | +0.4% | — | Unchanged |
| 11 | ESPR | Esperion Therapeutics Inc | +0.4% | +42.15% | Add |
| 12 | ABVX | Abivax Sa-adr | +0.1% | +14.93% | Add |
| 13 | CRBP | Corbus Pharmaceuticals Holdi | +0.1% | +100.00% | Add |
| 14 | DTIL | Precision Biosciences Inc | +0.1% | +100.00% | Add |
| 15 | CNTX | Context Therapeutics Inc | +0.1% | — | Unchanged |
| 16 | OVID | Ovid Therapeutics Inc | +0.1% | — | Unchanged |
| 17 | EPRX | Eupraxia Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 18 | PTGX | Protagonist Therapeutics Inc | +0.1% | — | Unchanged |
| 19 | PMVP | Pmv Pharmaceuticals Inc | 0% | +108.57% | Add |
| 20 | DSGN | Design Therapeutics Inc | 0% | — | Unchanged |
| 21 | LRMR | Larimar Therapeutics Inc | 0% | — | Unchanged |
| 22 | REPL | Replimune Group Inc | 0% | +33.33% | Add |
| 23 | IMNM | Immunome Inc | 0% | — | Unchanged |
| 24 | ARWR | Arrowhead Pharmaceuticals In | 0% | — | Unchanged |
| 25 | ✓ | Proqr Therapeutics N.v. | — | — | Unchanged |
| 26 | NRIX | Nurix Therapeutics Inc | 0% | — | Unchanged |
| 27 | NSPR | Inspiremd Inc | -0.1% | -2.05% | Trim |
| 28 | GOSS | Gossamer Bio Inc | -0.1% | — | Unchanged |
| 29 | PROF | Profound Medical CORP | -0.1% | — | Unchanged |
| 30 | VRDN | Viridian Therapeutics Inc | -0.4% | +5.34% | Add |
| 31 | KZIA | Kazia Therapeutics-spon Adr | -0.6% | -54.90% | Trim |
| 32 | VRCA | Verrica Pharmaceuticals Inc | -0.7% | — | Unchanged |
| 33 | AVTX | Avalo Therapeutics Inc | -1.1% | -29.78% | Trim |
| 34 | JSPR | Jasper Therapeutics Inc | -1.4% | — | Unchanged |
| 35 | SNDX | Syndax Pharmaceuticals Inc | -1.4% | -92.31% | Trim |
| 36 | HRTX | Heron Therapeutics Inc | -2.2% | — | Unchanged |
| 37 | MLYS | Mineralys Therapeutics Inc | -3% | -92.72% | Trim |
| 38 | CDTX | Cidara Therapeutics Inc | — | EXIT | Sold out |
| 39 | LNTH | Lantheus Holdings Inc | — | EXIT | Sold out |
| 40 | AVR | Anteris Technologies Global | — | NEW | New buy |
| 41 | RAPT | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 42 | XNCR | Xencor Inc | — | NEW | New buy |
| 43 | 430 | Terns Pharmaceuticals Inc | — | EXIT | Sold out |
| 44 | TRVI | Trevi Therapeutics Inc | — | EXIT | Sold out |
| 45 | LYEL | Lyell Immunopharma Inc | — | NEW | New buy |
| 46 | RCKT | Rocket Pharmaceuticals Inc | — | NEW | New buy |
| 47 | ✓ | Nasus Pharma LTD | — | NEW | New buy |
| 48 | QNRX | Quoin Pharmaceuticals Lt-adr | — | NEW | New buy |
| 49 | ✓ | Trevi Therapeutics Inc | — | EXIT | Sold out |
| 50 | VTYXUSD | Ventyx Biosciences Inc | — | 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 49 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PRAX, TARA, STRO) accounted for 48.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVR
市值: $3.9M
Top Position Liquidated / Trimmed
CDTX
前期市值: $23.9M
During Q1 2026, Velan Capital Investment Management LP's top holdings by market value included PRAX (20.3%)、TARA (9.3%)、STRO (8.0%). The largest single position, PRAX, represented 20.3% of total portfolio value.
In Q1 2026, Velan Capital Investment Management LP made 40 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 9 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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