StockDriftsStockDriftsTop 48 Velan Capital Investment Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | 18.21% | 88.8K | $29.7M | -11.91%(-12.00K) | $24.17(+1417.60%) | 2026-06-30 | |
| MPLT | MAPLIGHT THERAPEUTICS INC | 10.82% | 492.9K | $17.7M | +0.00%(+0) | $17.57(-33.11%) | 2026-06-30 | |
| STRO | SUTRO BIOPHARMA INC | 10.42% | 512.2K | $17.0M | +0.00%(+0) | $12.68(+61.50%) | 2026-06-30 | |
| IMMX | IMMIX BIOPHARMA INC | 6.85% | 1.08M | $11.2M | +46.62%(+345.00K) | $7.72(+42.01%) | 2026-06-30 | |
| TARA | PROTARA THERAPEUTICS INC | 6.66% | 2.84M | $10.9M | +0.35%(+10.00K) | $3.81(+4.13%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 5.36% | 65.6K | $8.7M | -14.77%(-11.37K) | $58.41(+107.87%) | 2026-06-30 | |
| TENX | TENAX THERAPEUTICS INC | 4.9% | 550.0K | $8.0M | -5.72%(-33.35K) | $12.54(-85.37%) | 2026-06-30 | |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 4.22% | 700.0K | $6.9M | +0.00%(+0) | $5.27(+78.37%) | 2026-06-30 | |
| EDSA | EDESA BIOTECH INC | 4.12% | 827.5K | $6.7M | +0.00%(+0) | $4.20(+39.73%) | 2026-06-30 | |
| EVMN | EVOMMUNE INC | 3.67% | 451.3K | $6.0M | +1.12%(+5.00K) | $17.13(-14.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.69% | — | — | +19.16% |
| Top 20 Holdings Unweighted | +22.86% | +85.45% | — | — | +35.71% |
Velan Capital Investment Management LP reports $164.21M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are PRAX (18.2%), MPLT (10.8%) and STRO (10.4%). The top 20 holdings account for 94.19% of reported assets. Its disclosed equity book has returned +45.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Velan Capital Investment Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1848809). View Velan Capital Investment Management LP’s 13F filings on SEC