DOSSIER · 13F-HR · Q1 2026

Velan Capital Investment Management LP

Velan Investment's asset manager based in Greenwich, CT — $160M in tracked AUM across 50 positions as of Q1 2026.

VI

Velan Investment·Greenwich, CT·Asset Manager

CIK 0001848809 · last filed Mar 31, 2026

Total AUM

$160M

▲ 9.7%

vs prior

Holdings

50

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Tech

12% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Velan Capital Investment Management LP (SEC 13F)

Portfolio Overview

Velan Capital Investment Management LP manages a highly concentrated, specialized portfolio focused on the healthcare and biotechnology sectors. As of the report date September 30, 2025, the firm’s total portfolio value stood at $57.65 million, spread across 34 holdings. This represents a significant contraction in capital, with the portfolio value decreasing by 43.1% from the previous...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

PRAXIS PRECISION MEDICINES I

$32M101K20.3%

02

PROTARA THERAPEUTICS INC

$15M2.8M9.3%

03

SUTRO BIOPHARMA INC

$13M512K8.0%

04

EVOMMUNE INC

$10M446K6.4%

05

MAPLIGHT THERAPEUTICS INC

$10M493K6.3%

06

TENAX THERAPEUTICS INC

$9M583K5.8%

07

ABIVAX SA

$9M77K5.4%

08

HERON THERAPEUTICS INC

$7M8.8M4.4%

09

IMMIX BIOPHARMA INC

$7M740K4.2%

10

ESPERION THERAPEUTICS INC NE

$5M1.7M3.0%

Filing history

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