Velan Capital Investment Management LP holds a focused book of 49 stocks worth $159.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ANTERIS TECHNOLOGIES GLOBAL and trimmed EVOMMUNE INC. Their largest long position is PRAXIS PRECISION MEDICINES I at 20% of the equity book.
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Use Arkolith to show Velan Capital Investment Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Praxis Precision Medicines I COM NEW | $32.5M | 100.8K | 20.3% | —Held | |
| 2 | Protara Therapeutics Inc COM STK | $14.8M | 2.83M | 9.3% | —Held | |
| 3 | Sutro Biopharma Inc COM SHS | $12.8M | 512.2K | 8.0% | ▲+64% Added · +200K sh | |
| 4 | Evommune Inc COM SHS | $10.3M | 446.3K | 6.4% | ▼−12% Reduced · −60K sh | |
| 5 | Maplight Therapeutics Inc COM | $10.0M | 492.9K | 6.3% | ▼−5.6% Reduced · −29K sh | |
| 6 | Tenax Therapeutics Inc COM NEW | $9.3M | 583.3K | 5.8% | ▲+600% Added · +500K sh | |
| 7 | Abivax Sa SPONSORED ADS | $8.6M | 77.0K | 5.4% | ▲+15% Added · +10K sh | |
| 8 | Heron Therapeutics Inc COM | $7.0M | 8.75M | 4.4% | —Held | |
| 9 | Immix Biopharma Inc COM | $6.7M | 740.0K | 4.2% | ▲21× Added · +705K sh | |
| 10 | Esperion Therapeutics Inc Ne COM | $4.7M | 1.72M | 3.0% | ▲+42% Added · +510K sh | |
| 11 | Edesa Biotech Inc COM NEW | $4.3M | 827.5K | 2.7% | ▲+20% Added · +140K sh | |
| 12 | Anteris Technologies Global COM | $3.9M | 700.0K | 2.4% | ▲New New position | |
| 13 | Inspiremd Inc COM | $3.4M | 2.10M | 2.1% | ▼−2.0% Reduced · −44K sh | |
| 14 | Xencor Inc COM | $3.0M | 250.0K | 1.9% | ▲New New position | |
| 15 | Avalo Therapeutics Inc COM NEW | $2.8M | 185.1K | 1.7% | ▼−30% Reduced · −79K sh | |
| 16 | Eupraxia Pharmaceuticals Inc COM | $2.5M | 352.0K | 1.6% | —Held | |
| 17 | Cytomx Therapeutics Inc. COM | $2.5M | 540.0K | 1.6% | ▲+575% Added · +460K sh | |
| 18 | Verrica Pharmaceuticals Inc COM SHS | $2.5M | 471.6K | 1.6% | —Held | |
| 19 | Jasper Therapeutics Inc COM NEW | $2.3M | 2.67M | 1.5% | —Held | |
| 20 | Rezolute Inc COM NEW | $2.3M | 750.0K | 1.4% | —Held | |
| 21 | Lyell Immunopharma Inc COM NEW | $2.0M | 102.0K | 1.3% | ▲New New position | |
| 22 | Profound Med Corp COM NEW | $1.9M | 285.7K | 1.2% | —Held | |
| 23 | Viridian Therapeutics Inc COM | $1.8M | 91.1K | 1.1% | ▲+5.3% Added · +5K sh | |
| 24 | Rocket Pharmaceuticals Inc COM | $1.1M | 294.6K | 0.7% | ▲New New position | |
| 25 | Kazia Therapeutics Ltd SPONSORED ADS | $1.0M | 135.3K | 0.6% | ▼−55% Reduced · −165K sh | |
| 26 | Nasus Pharma Ltd ORD SHS | $798K | 359.4K | 0.5% | ▲New New position | |
| 27 | Quoin Pharmaceuticals Ltd SPONSORED ADS | $560K | 84.8K | 0.4% | ▲New New position | |
| 28 | Arrowhead Pharmaceuticals In COM | $408K | 6.5K | 0.3% | —Held | |
| 29 | Protagonist Therapeutics Inc COM | $390K | 3.7K | 0.2% | —Held | |
| 30 | Ovid Therapeutics Inc COM | $355K | 160.0K | 0.2% | —Held | |
| 31 | Mineralys Therapeutics Inc COM | $298K | 11.0K | 0.2% | ▼−93% Reduced · −140K sh | |
| 32 | Context Therapeutics Inc COM | $262K | 100.0K | 0.2% | —Held | |
| 33 | Nurix Therapeutics Inc COM | $248K | 16.0K | 0.2% | —Held | |
| 34 | Corbus Pharmaceuticals Hldgs COM NEW | $244K | 26.0K | 0.2% | ▲+100% Added · +13K sh | |
| 35 | Syndax Pharmaceuticals Inc COM | $234K | 10.0K | 0.1% | ▼−92% Reduced · −120K sh | |
| 36 | Precision Biosciences Inc COM NEW | $220K | 40.0K | 0.1% | ▲+100% Added · +20K sh | |
| 37 | Immunome Inc COM | $219K | 10.0K | 0.1% | —Held | |
| 38 | Design Therapeutics Inc COM | $213K | 20.0K | 0.1% | —Held | |
| 39 | Artiva Biotherapeutics Inc COM | $161K | 25.0K | 0.1% | ▲New New position | |
| 40 | Neumora Therapeutics Inc. COM | $156K | 80.0K | 0.1% | ▲New New position | |
| 41 | Replimune Group Inc COM | $153K | 20.0K | 0.1% | ▲+33% Added · +5K sh | |
| 42 | Larimar Therapeutics Inc COM | $149K | 33.0K | 0.1% | —Held | |
| 43 | Xilio Therapeutics Inc COM | $120K | 14.3K | 0.1% | ▲New New position | |
| 44 | Kalaris Therapeutics Inc COM | $104K | 18.0K | 0.1% | ▲New New position | |
| 45 | PMV Pharmaceuticals Inc COM | $91K | 73.0K | 0.1% | ▲+109% Added · +38K sh | |
| 46 | Macrogenics Inc COM | $87K | 30.0K | 0.1% | ▲New New position | |
| 47 | Karyopharm Therapeutics Inc COM NEW | $84K | 15.0K | 0.1% | ▲New New position | |
| 48 | Proqr Thrapeutics N V SHS EURO | $73K | 45.0K | 0.0% | —Held | |
| 49 | Gossamer Bio Inc COM | $23K | 70.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 50 | $159.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 48 | $172.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 51 | $106.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 53 | $101.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 49 | $97.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 47 | $115.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 20 | $106.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 18 | $174.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 22 | $220.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.