Velan Capital Investment Management LP
CIK 1848809 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- PRAX18.21%
- MPLT10.82%
- STRO10.42%
- IMMX6.85%
- TARA6.66%
- ABVX5.36%
- TENX4.90%
- AVR4.22%
- EDSA4.12%
- EVMN3.67%
Share classes counted separately75.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MPLTWeight increased · +4.54 pp6.28% → 10.82%Shares 0 (0.00%)
- EVMNWeight decreased · -2.76 pp6.43% → 3.67%Shares +5.00K (+1.12%)
- IMMXWeight increased · +2.63 pp4.22% → 6.85%Shares +345.00K (+46.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PRAXPRAXIS PRECISION MEDICINES ICOM NEW View history and evidence | $29.72M | 18.21% | 88.78K shares | 20.34% → 18.21%-2.13 pp -12.00K (-11.91%) | Reduced | ▾ |
| 02 | MPLTMAPLIGHT THERAPEUTICS INC View history and evidence | $17.67M | 10.82% | 492.89K shares | 6.28% → 10.82%+4.54 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | STROSUTRO BIOPHARMA INCCOM SHS View history and evidence | $17.00M | 10.42% | 512.16K shares | 7.99% → 10.42%+2.43 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | IMMXIMMIX BIOPHARMA INC View history and evidence | $11.19M | 6.85% | 1.08M shares | 4.22% → 6.85%+2.63 pp +345.00K (+46.62%) | Added | ▾ |
| 05 | TARAPROTARA THERAPEUTIC INCCOM STK View history and evidence | $10.87M | 6.66% | 2.84M shares | 9.25% → 6.66%-2.59 pp +10.00K (+0.35%) | Added | ▾ |
| 06 | ABVXABIVAX SA-ADRSPONSORED ADS View history and evidence | $8.75M | 5.36% | 65.63K shares | 5.37% → 5.36%-0.01 pp -11.37K (-14.77%) | Reduced | ▾ |
| 07 | TENXTENAX THERAPEUTICS INCCOM NEW View history and evidence | $8.00M | 4.90% | 549.99K shares | 5.84% → 4.90%-0.94 pp -33.35K (-5.72%) | Reduced | ▾ |
| 08 | AVRANTERIS TECHNOLOGIES GLOBAL View history and evidence | $6.89M | 4.22% | 700.00K shares | 2.43% → 4.22%+1.79 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | EDSAEDESA BIOTECH INCCOM NEW View history and evidence | $6.73M | 4.12% | 827.50K shares | 2.71% → 4.12%+1.41 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | EVMNEVOMMUNE INCCOM SHS View history and evidence | $6.00M | 3.67% | 451.25K shares | 6.43% → 3.67%-2.76 pp +5.00K (+1.12%) | Added | ▾ |
Options overlay 1
$999.59K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TENXTENAX THERAPEUTICS INCCOM NEW View history and evidence | Call | 68.70K | $999.59K | +68.70K | ▾ |
1 / 1 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 29664W105 ESPERION THERAPEUTICS INC NE | Non-derivative | -1,720,000 | -$4.71M | SEC filing ↗ | SEC filing ↗ |
| KZIA KAZIA THERAPEUTICS-SPON ADR | Non-derivative | -135,315 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Non-derivative | -6,500 | -$407.55K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1848809 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164207527
}Research all 51 reported holdings.
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