Velan Capital Investment Management LP holds a focused book of 50 stocks worth $163.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened C4 Therapeutics Inc and trimmed Praxis Precision Medicines I. Their largest long position is Praxis Precision Medicines I at 18% of the equity book. They also disclosed $1000K in call options (bullish), shown separately below and excluded from the equity book.
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.
100% 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
Other tracked managers holding the same core names as Velan Capital Investment Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 58 / 50 | $1.5B |
| MORGAN STANLEY | 56 / 50 | $1.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 54 / 50 | $1.7B |
| BlackRock, Inc. | 53 / 50 | $5.9B |
| NORTHERN TRUST CORP | 51 / 50 | $502.2M |
| STATE STREET CORP | 50 / 50 | $2.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 50 / 50 | $2.5B |
| VANGUARD FIDUCIARY TRUST CO | 50 / 50 | $365.8M |
Ranked by how many of Velan Capital Investment Management LP's top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $29.7M | 88.8K | 18.2% | ▼−12% Reduced · −12K sh | |
| 2 | Maplight Therapeutics Inc COM | $17.7M | 492.9K | 10.8% | —Held | |
| 3 | Sutro Biopharma Inc COM SHS | $17.0M | 512.2K | 10.4% | —Held | |
| 4 | Immix Biopharma Inc COM | $11.2M | 1.08M | 6.9% | ▲+47% Added · +345K sh | |
| 5 | Protara Therapeutics Inc COM STK | $10.9M | 2.84M | 6.7% | ▲+0.3% Added · +10K sh | |
| 6 | Abivax Sa SPONSORED ADS | $8.7M | 65.6K | 5.4% | ▼−15% Reduced · −11K sh | |
| 7 | Tenax Therapeutics Inc COM NEW | $8.0M | 550.0K | 4.9% | ▼−5.7% Reduced · −33K sh | |
| 8 | Anteris Technologies Global COM | $6.9M | 700.0K | 4.2% | —Held | |
| 9 | Edesa Biotech Inc COM NEW | $6.7M | 827.5K | 4.1% | —Held | |
| 10 | Evommune Inc COM SHS | $6.0M | 451.3K | 3.7% | ▲+1.1% Added · +5K sh | |
| 11 | Avalo Therapeutics Inc COM NEW | $6.0M | 324.5K | 3.7% | ▲+75% Added · +139K sh | |
| 12 | Xencor Inc COM | $4.1M | 255.0K | 2.5% | ▲+2.0% Added · +5K sh | |
| 13 | Rezolute Inc COM NEW | $3.9M | 750.0K | 2.4% | —Held | |
| 14 | Heron Therapeutics Inc COM | $3.7M | 8.75M | 2.3% | —Held | |
| 15 | Verrica Pharmaceuticals Inc COM SHS | $2.9M | 471.6K | 1.8% | —Held | |
| 16 | C4 Therapeutics Inc COM STK | $2.7M | 570.0K | 1.6% | ▲New New position | |
| 17 | Eupraxia Pharmaceuticals Inc COM | $2.3M | 352.0K | 1.4% | —Held | |
| 18 | Adma Biologics Inc COM | $2.1M | 250.0K | 1.3% | ▲New New position | |
| 19 | Rein Therapeutics Inc COM NEW | $1.8M | 1.70M | 1.1% | ▲New New position | |
| 20 | Lyell Immunopharma Inc COM NEW | $1.5M | 105.0K | 0.9% | ▲+2.9% Added · +3K sh | |
| 21 | Nasus Pharma Ltd ORD SHS | $1.3M | 359.4K | 0.8% | —Held | |
| 22 | Profound Med Corp COM NEW | $1.1M | 170.3K | 0.7% | ▼−40% Reduced · −115K sh | |
| 23 | Jasper Therapeutics Inc COM NEW | $1.1M | 2.67M | 0.7% | —Held | |
| 24 | Protagonist Therapeutics Inc COM | $454K | 3.7K | 0.3% | —Held | |
| 25 | Cytomx Therapeutics Inc. COM | $450K | 120.0K | 0.3% | ▼−78% Reduced · −420K sh | |
| 26 | Neumora Therapeutics Inc. COM | $391K | 230.0K | 0.2% | ▲+188% Added · +150K sh | |
| 27 | Nurix Therapeutics Inc COM | $388K | 16.0K | 0.2% | —Held | |
| 28 | Ovid Therapeutics Inc COM | $350K | 130.0K | 0.2% | ▼−19% Reduced · −30K sh | |
| 29 | Precision Biosciences Inc COM NEW | $314K | 40.0K | 0.2% | —Held | |
| 30 | Mineralys Therapeutics Inc COM | $297K | 11.0K | 0.2% | —Held | |
| 31 | Macrogenics Inc COM | $277K | 60.0K | 0.2% | ▲+100% Added · +30K sh | |
| 32 | Corbus Pharmaceuticals Hldgs COM NEW | $244K | 26.0K | 0.1% | —Held | |
| 33 | Artiva Biotherapeutics Inc COM | $243K | 25.0K | 0.1% | —Held | |
| 34 | Replimune Group Inc COM | $221K | 20.0K | 0.1% | —Held | |
| 35 | Syndax Pharmaceuticals Inc COM | $219K | 10.0K | 0.1% | —Held | |
| 36 | Immunome Inc COM | $212K | 10.0K | 0.1% | —Held | |
| 37 | Tectonic Therapeutic Inc COM | $206K | 6.0K | 0.1% | ▲New New position | |
| 38 | Rocket Pharmaceuticals Inc COM | $205K | 60.0K | 0.1% | ▼−80% Reduced · −235K sh | |
| 39 | Karyopharm Therapeutics Inc COM NEW | $195K | 20.0K | 0.1% | ▲+33% Added · +5K sh | |
| 40 | An2 Therapeutics Inc COM | $194K | 40.0K | 0.1% | ▲New New position | |
| 41 | Viridian Therapeutics Inc COM | $184K | 10.0K | 0.1% | ▼−89% Reduced · −81K sh | |
| 42 | Scynexis Inc COM | $163K | 40.0K | 0.1% | ▲New New position | |
| 43 | Quoin Pharmaceuticals Ltd SPONSORED ADS | $157K | 32.4K | 0.1% | ▼−62% Reduced · −52K sh | |
| 44 | Xilio Therapeutics Inc COM | $137K | 14.3K | 0.1% | —Held | |
| 45 | Inspiremd Inc COM | $104K | 148.1K | 0.1% | ▼−93% Reduced · −2.0M sh | |
| 46 | Kalaris Therapeutics Inc COM | $102K | 25.0K | 0.1% | ▲+39% Added · +7K sh | |
| 47 | Larimar Therapeutics Inc COM | $101K | 33.0K | 0.1% | —Held | |
| 48 | Proqr Thrapeutics N V SHS EURO | $84K | 45.0K | 0.1% | —Held | |
| 49 | Context Therapeutics Inc COM | $33K | 59.7K | 0.0% | ▼−40% Reduced · −40K sh | |
| 50 | Gossamer Bio Inc COM | $12K | 70.0K | 0.0% | —Held |
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Use Arkolith to show Velan Capital Investment Management LP's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TENAX THERAPEUTICS INCTENX | $1000K | 69K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 53 | $164.2M | 13F-HR |
| 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, filed up to 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.