Velan Capital Investment Management LP
CIK 1848809 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $164.0M
- Posisi
- 51
- Per tanggal
- 30 Juni 2026
#7.107 dari 9.443 berdasarkan nilai 13F · top 75.3%
Nilai portofolio QoQ: +2.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 74,87%
- Bobot 25 kepemilikan teratas
- 96,66%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 12,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 9,18% Perkiraan pembelian $14.848.193 · penjualan $18.806.865
Kepemilikan median: 3,0 kuartal Dilacak Q4 2024–Q2 2026 · 50,0% masih dipegang
- Posisi baru
- 7
- Meningkat
- 9
- Menurun
- 11
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
- Terkait Orang di balik pengaju ini, jika kami dapat mencocokkannya.
Rincian sektor
Healthcare
99,1%
Lainnya/Tidak terpetakan
0,9%
Portofolio lengkap 51 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $29.722.991 | 18,12% | 88.781 | $-2.747.639 | Turun ×1 | ||
| MPLT MapLight Therapeutics, Inc. - Common Stock | $17.665.285 | 10,77% | 492.893 | $7.644.770 | |||
| STRO Sutro Biopharma, Inc. - Common Stock | $17.003.712 | 10,37% | 512.160 | $4.245.806 | |||
| IMMX Immix Biopharma, Inc. - Common Stock | $11.186.350 | 6,82% | 1.085.000 | $4.444.950 | Naik ×2 | ||
| TARA Protara Therapeutics, Inc. - Common Stock | $10.866.571 | 6,62% | 2.844.652 | $-3.901.966 | Naik ×1 | ||
| ABVX Abivax SA - American Depositary Shares | $8.745.854 | 5,33% | 65.630 | $171.904 | Turun ×1 | ||
| TENX Tenax Therapeutics, Inc. - Common Stock | $8.002.282 | 4,88% | 549.985 | $-1.325.213 | Turun ×1 | ||
| AVR Anteris Technologies Global Corp. - Common Stock | $6.895.000 | 4,20% | 700.000 | $3.010.000 | |||
| EDSA Edesa Biotech, Inc. - Common Shares | $6.727.575 | 4,10% | 827.500 | $2.399.750 | |||
| AVTX Avalo Therapeutics, Inc. - Common Stock | $5.995.873 | 3,66% | 324.452 | $3.232.002 | Naik ×1 | ||
| EVMN Evommune, Inc. Common Stock | $5.930.729 | 3,62% | 446.255 | $-4.328.673 | |||
| XNCR Xencor, Inc. - Common Stock | $4.105.500 | 2,50% | 255.000 | $1.090.500 | Naik ×1 | ||
| RZLT Rezolute, Inc. - Common Stock (NV) | $3.900.000 | 2,38% | 750.000 | $1.612.500 | |||
| HRTX Heron Therapeutics, Inc. - Common Stock | $3.735.904 | 2,28% | 8.753.290 | $-3.267.603 | |||
| VRCA Verrica Pharmaceuticals Inc. - Common Stock | $2.885.941 | 1,76% | 471.559 | $391.394 | |||
| CCCC C4 Therapeutics, Inc. - Common Stock | $2.661.900 | 1,62% | 570.000 | Naik ×1 | |||
| EPRX Eupraxia Pharmaceuticals Inc. - Common Stock | $2.326.720 | 1,42% | 352.000 | $-221.760 | |||
| ADMA ADMA Biologics Inc - Common Stock | $2.092.500 | 1,28% | 250.000 | Naik ×1 | |||
| RNTX Rein Therapeutics, Inc. - Common Stock | $1.768.000 | 1,08% | 1.700.000 | Naik ×1 | |||
| LYEL Lyell Immunopharma, Inc. - Common Stock | $1.475.250 | 0,90% | 105.000 | $-570.870 | Naik ×1 | ||
| NSRX | $1.257.865 | 0,77% | 359.390 | $460.019 | |||
| PROF Profound Medical Corp. - common stock | $1.132.349 | 0,69% | 170.278 | $-719.052 | Turun ×1 | ||
| JSPR Jasper Therapeutics, Inc. - Class A Common Stock | $1.020.111 | 0,62% | 2.423.067 | $-1.102.980 | |||
| TENX Tenax Therapeutics, Inc. - Common Stock | $999.585 | 0,61% | 68.700 | Opsi beli | Naik ×1 | ||
| PTGX Protagonist Therapeutics, Inc. - Common Stock | $453.546 | 0,28% | 3.700 | $63.566 | |||
| CTMX CytomX Therapeutics, Inc. - Common Stock | $450.000 | 0,27% | 120.000 | $-2.088.000 | Turun ×1 | ||
| NMRA Neumora Therapeutics, Inc. - Common Stock | $391.000 | 0,24% | 230.000 | $235.000 | Naik ×1 | ||
| NRIX Nurix Therapeutics, Inc. - Common stock | $388.160 | 0,24% | 16.000 | $140.160 | |||
| OVID Ovid Therapeutics Inc. - Common Stock | $349.700 | 0,21% | 130.000 | $-5.500 | Turun ×1 | ||
| DTIL Precision BioSciences, Inc. - Common Stock | $314.400 | 0,19% | 40.000 | $94.400 | |||
| MLYS Mineralys Therapeutics, Inc. - Common Stock | $296.780 | 0,18% | 11.000 | $-1.210 | |||
| MGNX MacroGenics, Inc. - Common Stock | $277.200 | 0,17% | 60.000 | $190.500 | Naik ×1 | ||
| CRBP Corbus Pharmaceuticals Holdings, Inc. - Common Stock | $243.880 | 0,15% | 26.000 | $-260 | |||
| ARTV Artiva Biotherapeutics, Inc. - Common Stock | $242.500 | 0,15% | 25.000 | $81.500 | |||
| REPL Replimune Group, Inc. - Common Stock | $221.400 | 0,13% | 20.000 | $68.400 | |||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $218.600 | 0,13% | 10.000 | $-15.000 | |||
| IMNM Immunome, Inc. - Common Stock | $211.900 | 0,13% | 10.000 | $-6.800 | |||
| TECX Tectonic Therapeutic, Inc. - Common Stock | $206.250 | 0,13% | 6.000 | Naik ×1 | |||
| RCKT Rocket Pharmaceuticals, Inc. - Common Stock | $205.200 | 0,13% | 60.000 | $-849.622 | Turun ×1 | ||
| KPTI Karyopharm Therapeutics Inc. - Common Stock | $195.400 | 0,12% | 20.000 | $111.850 | Naik ×1 | ||
| ANTX AN2 Therapeutics, Inc. - Common Stock | $193.600 | 0,12% | 40.000 | Naik ×1 | |||
| VRDN Viridian Therapeutics, Inc. - Common Stock | $183.700 | 0,11% | 10.000 | $-1.598.666 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 811292309) | $162.800 | 0,10% | 40.000 | Naik ×1 | |||
| QNRX Quoin Pharmaceuticals, Ltd. - American Depositary Shares | $156.680 | 0,10% | 32.372 | $-403.323 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 98422T209) | $136.850 | 0,08% | 14.285 | $16.713 | |||
| NSPR InspireMD Inc. - Common Stock | $103.711 | 0,06% | 148.138 | $-3.318.722 | Turun ×2 | ||
| KLRS Kalaris Therapeutics, Inc. - Common Stock | $101.750 | 0,06% | 25.000 | $-2.110 | Naik ×1 | ||
| LRMR Larimar Therapeutics, Inc. - Common Stock | $100.650 | 0,06% | 33.000 | $-47.850 | |||
| PRQR ProQR Therapeutics N.V. - Ordinary Shares | $83.700 | 0,05% | 45.000 | $10.800 | |||
| CNTX Context Therapeutics Inc. - Common Stock | $33.068 | 0,02% | 59.700 | $-228.932 | Turun ×1 | ||
| GOSS Gossamer Bio, Inc. - Common Stock | $11.522 | 0,01% | 70.000 | $-11.473 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MPLT | Hanya pergerakan harga | +0 | +$7.6M |
| IMMX | Beli lebih banyak | +345K | +$4.4M |
| EVMN | Hanya pergerakan harga | +0 | -$4.3M |
| STRO | Hanya pergerakan harga | +0 | +$4.2M |
| TARA | Beli lebih banyak | +10K | -$3.9M |
| HRTX | Hanya pergerakan harga | +0 | -$3.3M |
| AVTX | Beli lebih banyak | +139K | +$3.2M |
| AVR | Hanya pergerakan harga | +0 | +$3.0M |
| PRAX | Dipangkas | -12K | -$2.7M |
| EDSA | Hanya pergerakan harga | +0 | +$2.4M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CDTX | 31 Maret 2026 | 108.404 | $23.945.360 | Tidak lagi dilacak |
| VRNA | 30 Sep. 2025 | 95.000 | $8.985.100 | Tidak lagi dilacak |
| SLRN | 30 Juni 2025 | 3.366.945 | $8.316.354 | Tidak lagi dilacak |
| SWTX | 30 Juni 2025 | 185.520 | $8.186.998 | Tidak lagi dilacak |
| ZVRA | 30 Sep. 2025 | 715.000 | $6.299.150 | 24,9% |
| LNTH | 31 Maret 2026 | 74.687 | $4.970.420 | 32,2% |
| ESPR | 30 Juni 2026 | 1.720.000 | $4.712.800 | Tidak lagi dilacak |
| ZOOZ | 31 Des. 2025 | 2.000.000 | $4.280.000 | 1226,3% |
| ALMS | 31 Des. 2025 | 946.683 | $3.777.265 | 132,2% |
| ARVN | 30 Sep. 2025 | 500.000 | $3.680.000 | 7,2% |
| RAPT | 31 Maret 2026 | 108.000 | $3.657.960 | Tidak lagi dilacak |
| SCPH | 30 Sep. 2025 | 917.668 | $3.496.315 | Tidak lagi dilacak |
| LQDA | 30 Sep. 2025 | 239.260 | $2.981.180 | 208,0% |
| TERN | 31 Maret 2026 | 70.000 | $2.828.000 | Tidak lagi dilacak |
| TRVI | 31 Maret 2026 | 205.000 | $2.566.600 | 53,5% |
| QURE | 31 Des. 2025 | 32.000 | $1.867.840 | 106,6% |
| NRIX | 31 Maret 2025 | 97.889 | $1.844.229 | 127,9% |
| CATX | 30 Sep. 2025 | 500.000 | $1.720.000 | Tidak lagi dilacak |
| KURA | 31 Maret 2025 | 150.000 | $1.306.500 | 78,6% |
| TIL | 30 Juni 2025 | 69.000 | $1.197.840 | -64,0% |
| UPB | 30 Sep. 2025 | 107.000 | $1.174.860 | -63,0% |
| TELA | 31 Des. 2025 | 747.410 | $1.113.641 | -44,1% |
| IMNM | 30 Juni 2025 | 153.500 | $1.033.055 | 208,8% |
| KZIA | 30 Juni 2026 | 135.315 | $1.006.744 | -3,7% |
| ELDN | 31 Des. 2025 | 346.973 | $898.660 | 136,4% |
| COLL | 31 Maret 2025 | 28.685 | $821.825 | -8,6% |
| ARWR | 30 Juni 2026 | 6.500 | $407.550 | 8,2% |
| VTYX | 31 Maret 2026 | 40.000 | $361.200 | Tidak lagi dilacak |
| KPRX | 30 Sep. 2025 | 122.223 | $352.002 | -5,8% |
| TRML | 31 Des. 2025 | 5.800 | $277.414 | Tidak lagi dilacak |
| DSGN | 30 Juni 2026 | 20.000 | $212.800 | 5,9% |
| ALEC | 31 Des. 2025 | 55.000 | $162.800 | 45,8% |
| ERAS | 31 Des. 2025 | 65.000 | $141.700 | 373,9% |
| RGLS | 30 Juni 2025 | 80.000 | $140.000 | Tidak lagi dilacak |
| WVE | 31 Des. 2025 | 15.000 | $109.800 | -68,2% |
| GERN | 31 Des. 2025 | 80.000 | $109.600 | 17,8% |
| XLO | 31 Maret 2026 | 170.000 | $108.834 | 8,5% |
| PMVP | 30 Juni 2026 | 73.000 | $90.520 | -1,1% |
| ENTA | 31 Maret 2025 | 13.000 | $74.750 | 139,1% |
| ACRS | 31 Des. 2025 | 32.700 | $62.130 | 111,7% |
| VYNE | 30 Sep. 2025 | 30.000 | $49.500 | Tidak lagi dilacak |
| PYXS | 31 Maret 2026 | 40.000 | $46.000 | 116,1% |
| FDMT | 30 Sep. 2025 | 12.000 | $44.520 | 89,6% |
| FGEN | 31 Maret 2025 | 80.000 | $42.360 | Tidak lagi dilacak |
| KRON | 30 Juni 2025 | 35.000 | $28.875 | Tidak lagi dilacak |
| KPTIXXXX | 31 Maret 2025 | 40.000 | $27.052 | Tidak lagi dilacak |
| BOLT | 31 Maret 2025 | 50.000 | $26.755 | -58,5% |
| NXTC | 30 Sep. 2025 | 45.000 | $20.700 | 11,5% |
| COCP | 31 Maret 2025 | 10.000 | $20.200 | -17,6% |
| ELEV | 30 Juni 2025 | 45.000 | $11.660 | Tidak lagi dilacak |