Velan Capital Investment Management LP
CIK 1848809 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- HRTX14.47%
- VRNA8.99%
- JSPR7.96%
- TARA6.48%
- ZVRA6.30%
- TRML6.30%
- PRAX6.28%
- CDTX4.87%
- ALMS4.87%
- ARVN3.68%
Share classes counted separately70.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VRNAWeight increased · +2.79 pp6.20% → 8.99%Shares 0 (0.00%)
- RZLTWeight increased · +2.16 pp1.19% → 3.35%Shares +350.00K (+87.50%)
- JSPRWeight increased · +1.62 pp6.34% → 7.96%Shares 0 (0.00%)
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 | HRTXHERON THERAPEUTICS INC View history and evidence | $14.46M | 14.47% | 6.99M shares | 15.81% → 14.47%-1.34 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | VRNAVERONA PHARMA PLC - ADRSPONSOREDADS View history and evidence | $8.99M | 8.99% | 95.00K shares | 6.20% → 8.99%+2.79 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | JSPRJASPER THERAPEUTICS INCCOMNEW View history and evidence | $7.96M | 7.96% | 1.43M shares | 6.34% → 7.96%+1.62 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | TARAPROTARA THERAPEUTIC INCCOMSTK View history and evidence | $6.48M | 6.48% | 2.14M shares | 7.31% → 6.48%-0.83 pp +471.20K (+28.25%) | Added | ↗▾ |
| 05 | ZVRAZEVRA THERAPEUTICS INCCOMNEW View history and evidence | $6.30M | 6.30% | 715.00K shares | 5.12% → 6.30%+1.18 pp +50.00K (+7.52%) | Added | ↗▾ |
| 06 | TRMLTOURMALINE BIO INC View history and evidence | $6.30M | 6.30% | 393.89K shares | 7.13% → 6.30%-0.83 pp -61.52K (-13.51%) | Reduced | ↗▾ |
| 07 | PRAXPRAXIS PRECISION MEDICINES ICOMNEW View history and evidence | $6.28M | 6.28% | 149.33K shares | 7.21% → 6.28%-0.93 pp -35.67K (-19.28%) | Reduced | ↗▾ |
| 08 | CDTXCIDARA THERAPEUTICS INCCOMNEW View history and evidence | $4.87M | 4.87% | 100.00K shares | Prior unavailable +100.00K | New | ↗▾ |
| 09 | ALMSALUMIS INC View history and evidence | $4.86M | 4.87% | 1.62M shares | Prior unavailable +1.62M | New | ↗▾ |
| 10 | ARVNARVINAS INC View history and evidence | $3.68M | 3.68% | 500.00K shares | Prior unavailable +500.00K | New | ↗▾ |
Options overlay 1
$1.29M 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 | |
|---|---|---|---|---|---|
NKTRNEKTAR THERAPEUTICSCALL View history and evidence | Call | 50.00K | $1.29M | +50.00K | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SLRN ACELYRIN INC | Non-derivative | -3,366,945 | -$8.32M | SEC filing ↗ | SEC filing ↗ |
| SWTX SPRINGWORKS THERAPEUTICS INC | Non-derivative | -185,520 | -$8.19M | SEC filing ↗ | SEC filing ↗ |
| TIL INSTIL BIO INC | Non-derivative | -69,000 | -$1.20M | SEC filing ↗ | SEC filing ↗ |
3 / 7 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101235881
}Research all 50 reported holdings.
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