Velan Capital Investment Management LP

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$164,208
Net value change ($000)
+4,563 (2.9%)
New positions
6
Sold out positions
5
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MPLT 7,644 76.3%
IMMX 4,445 65.9%
STRO 4,246 33.3%
AVTX 3,232 116.9%
AVR 3,010 77.5%
CCCC 2,662 NEW
EDSA 2,400 55.5%
ADMA 2,093 NEW
RNTX 1,768 NEW
RZLT 1,612 70.5%
Top Reduces (Value $000, Stocks/ETFs)
ESPR -4,713 -100.0%
EVMN -4,262 -41.5%
TARA -3,902 -26.4%
NSPR -3,318 -97.0%
HRTX -3,268 -46.7%
PRAX -2,748 -8.5%
CTMX -2,088 -82.3%
VRDN -1,598 -89.7%
TENX -1,325 -14.2%
JSPR -1,215 -52.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,000 (0.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type