Velan Capital Investment Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Velan Capital Investment Management Lp disclosed 39 stock positions valued at approximately $163.21M as of quarter-end June 30, 2026. The largest holdings include PRAXIS PRECISION MEDICINES I, MAPLIGHT THERAPEUTICS INC, and IMMIX BIOPHARMA INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 39
- Portfolio Value
- $163.21M
Holdings by Sector
Velan Capital Investment Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 18.21% | 88,781 | -12,000 | -11.91% | $29,722,991 |
| MAPLIGHT THERAPEUTICS INC | MPLT | Other | 10.82% | 492,893 | - | - | $17,665,285 |
| IMMIX BIOPHARMA INC | IMMX | Healthcare | 6.85% | 1,085,000 | +345,000 | +46.62% | $11,186,350 |
| PROTARA THERAPEUTICS INC | TARA | Healthcare | 6.66% | 2,844,652 | +10,000 | +0.35% | $10,866,571 |
| ABIVAX SA | ABVX | Healthcare | 5.36% | 65,630 | -11,370 | -14.77% | $8,745,854 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 4.90% | 549,985 | -33,348 | -5.72% | $8,002,282 |
| ANTERIS TECHNOLOGIES GLOBAL | AVR | Other | 4.22% | 700,000 | - | - | $6,895,000 |
| EDESA BIOTECH INC | EDSA | Healthcare | 4.12% | 827,500 | - | - | $6,727,575 |
| EVOMMUNE INC | EVMN | Other | 3.67% | 451,255 | +5,000 | +1.12% | $5,997,179 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 3.67% | 324,452 | +139,330 | +75.26% | $5,995,873 |
| XENCOR INC | XNCR | Healthcare | 2.52% | 255,000 | +5,000 | +2.00% | $4,105,500 |
| REZOLUTE INC | RZLT | Healthcare | 2.39% | 750,000 | - | - | $3,900,000 |
| HERON THERAPEUTICS INC | HRTX | Healthcare | 2.29% | 8,753,290 | - | - | $3,735,904 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 1.63% | 570,000 | +570,000 | +100.00% | $2,661,900 |
| ADMA BIOLOGICS INC | ADMA | Healthcare | 1.28% | 250,000 | +250,000 | +100.00% | $2,092,500 |
| REIN THERAPEUTICS INC | ALRN | Healthcare | 1.08% | 1,700,000 | +1,700,000 | +100.00% | $1,768,000 |
| NASUS PHARMA LTD | NSRX | Other | 0.77% | 359,390 | - | - | $1,257,865 |
| PROFOUND MED CORP | PROF | Healthcare | 0.69% | 170,278 | -115,432 | -40.40% | $1,132,349 |
| JASPER THERAPEUTICS INC | JSPR | Healthcare | 0.69% | 2,668,395 | - | - | $1,123,394 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 0.28% | 3,700 | - | - | $453,546 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 0.28% | 120,000 | -420,000 | -77.78% | $450,000 |
| NEUMORA THERAPEUTICS INC. | NMRA | Healthcare | 0.24% | 230,000 | +150,000 | +187.50% | $391,000 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.24% | 16,000 | - | - | $388,160 |
| OVID THERAPEUTICS INC | OVID | Healthcare | 0.21% | 130,000 | -30,000 | -18.75% | $349,700 |
| PRECISION BIOSCIENCES INC | DTIL | Healthcare | 0.19% | 40,000 | - | - | $314,400 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 0.18% | 11,000 | - | - | $296,780 |
| MACROGENICS INC | MGNX | Healthcare | 0.17% | 60,000 | +30,000 | +100.00% | $277,200 |
| CORBUS PHARMACEUTICALS HLDGS | CRBP | Healthcare | 0.15% | 26,000 | - | - | $243,880 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 0.14% | 20,000 | - | - | $221,400 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 0.13% | 10,000 | - | - | $218,600 |
Showing 30 of 39 holdings in the latest reporting period.
Velan Capital Investment Management Lp Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | TENX | Tenax Therapeutics, Inc. | CALL | 68,700 | $999,585 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.