Filed: 5/15/2026ACC: 0001848809-26-000002
📋 What this filing means
VELAN CAPITAL INVESTMENT MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $159.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$159.65M
Total AUM (reported)
27.28M
Total Shares
Allocation by class
COM NEW$57.96M36.3%
COM$50.39M31.6%
COM SHS$25.51M16.0%
COM STK$14.77M9.3%
SPONSORED ADS$10.14M6.4%
ORD SHS$797.8K0.5%
SHS EURO$72.9K0.0%
Portfolio Concentration
Top 3$60.00M37.6%
4–10$56.64M35.5%
11–25$37.36M23.4%
Rest$5.65M3.5%
Top 3 weight
37.6%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 27.28M
Sole
Full voting authority
26.10M
shares
% of voting shares95.7%
Shared
Joint voting authority
1.18M
shares
% of voting shares4.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole47
Shared0
Other2
Dominant voting typeSole · 95.7% of voting shares
Institutional Holdings49
Rows:
PRAXIS PRECISION MEDICINES I
SOLEShares100.78K
TypeSH
Market value$32.47M
20.34%
Sole
100.78K
Shared
0.00
None
0.00
PROTARA THERAPEUTICS INC
SOLEShares2.83M
TypeSH
Market value$14.77M
9.25%
Sole
2.83M
Shared
0.00
None
0.00
SUTRO BIOPHARMA INC
SOLEShares512.16K
TypeSH
Market value$12.76M
7.99%
Sole
512.16K
Shared
0.00
None
0.00
EVOMMUNE INC
OTRShares446.25K
TypeSH
Market value$10.26M
6.43%
Sole
0.00
Shared
446.25K
None
0.00
MAPLIGHT THERAPEUTICS INC
OTRShares492.89K
TypeSH
Market value$10.02M
6.28%
Sole
0.00
Shared
492.89K
None
0.00
TENAX THERAPEUTICS INC
SOLEShares583.33K
TypeSH
Market value$9.33M
5.84%
Sole
583.33K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares77K
TypeSH
Market value$8.57M
5.37%
Sole
77K
Shared
0.00
None
0.00
HERON THERAPEUTICS INC
SOLEShares8.75M
TypeSH
Market value$7.00M
4.39%
Sole
8.75M
Shared
0.00
None
0.00
IMMIX BIOPHARMA INC
SOLEShares740K
TypeSH
Market value$6.74M
4.22%
Sole
740K
Shared
0.00
None
0.00
ESPERION THERAPEUTICS INC NE
SOLEShares1.72M
TypeSH
Market value$4.71M
2.95%
Sole
1.72M
Shared
0.00
None
0.00
EDESA BIOTECH INC
SOLEShares827.50K
TypeSH
Market value$4.33M
2.71%
Sole
827.50K
Shared
0.00
None
0.00
ANTERIS TECHNOLOGIES GLOBAL
SOLEShares700K
TypeSH
Market value$3.88M
2.43%
Sole
700K
Shared
0.00
None
0.00
INSPIREMD INC
SOLEShares2.10M
TypeSH
Market value$3.42M
2.14%
Sole
2.10M
Shared
0.00
None
0.00
XENCOR INC
SOLEShares250K
TypeSH
Market value$3.02M
1.89%
Sole
250K
Shared
0.00
None
0.00
AVALO THERAPEUTICS INC
SOLEShares185.12K
TypeSH
Market value$2.76M
1.73%
Sole
185.12K
Shared
0.00
None
0.00
EUPRAXIA PHARMACEUTICALS INC
SOLEShares352K
TypeSH
Market value$2.55M
1.60%
Sole
352K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares540K
TypeSH
Market value$2.54M
1.59%
Sole
540K
Shared
0.00
None
0.00
VERRICA PHARMACEUTICALS INC
SOLEShares471.56K
TypeSH
Market value$2.49M
1.56%
Sole
471.56K
Shared
0.00
None
0.00
JASPER THERAPEUTICS INC
SOLEShares2.67M
TypeSH
Market value$2.34M
1.46%
Sole
2.42M
Shared
245.33K
None
0.00
REZOLUTE INC
SOLEShares750K
TypeSH
Market value$2.29M
1.43%
Sole
750K
Shared
0.00
None
0.00
LYELL IMMUNOPHARMA INC
SOLEShares102K
TypeSH
Market value$2.05M
1.28%
Sole
102K
Shared
0.00
None
0.00
PROFOUND MED CORP
SOLEShares285.71K
TypeSH
Market value$1.85M
1.16%
Sole
285.71K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares91.12K
TypeSH
Market value$1.78M
1.12%
Sole
91.12K
Shared
0.00
None
0.00
ROCKET PHARMACEUTICALS INC
SOLEShares294.64K
TypeSH
Market value$1.05M
0.66%
Sole
294.64K
Shared
0.00
None
0.00
KAZIA THERAPEUTICS LTD
SOLEShares135.31K
TypeSH
Market value$1.01M
0.63%
Sole
135.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 100.78K | SH | $32.47M 20.34% | 100.78K | 0.00 | 0.00 |
PROTARA THERAPEUTICS INCSOLE | COM STK | 2.83M | SH | $14.77M 9.25% | 2.83M | 0.00 | 0.00 |
SUTRO BIOPHARMA INCSOLE | COM SHS | 512.16K | SH | $12.76M 7.99% | 512.16K | 0.00 | 0.00 |
EVOMMUNE INCOTR | COM SHS | 446.25K | SH | $10.26M 6.43% | 0.00 | 446.25K | 0.00 |
MAPLIGHT THERAPEUTICS INCOTR | COM | 492.89K | SH | $10.02M 6.28% | 0.00 | 492.89K | 0.00 |
TENAX THERAPEUTICS INCSOLE | COM NEW | 583.33K | SH | $9.33M 5.84% | 583.33K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 77K | SH | $8.57M 5.37% | 77K | 0.00 | 0.00 |
HERON THERAPEUTICS INCSOLE | COM | 8.75M | SH | $7.00M 4.39% | 8.75M | 0.00 | 0.00 |
IMMIX BIOPHARMA INCSOLE | COM | 740K | SH | $6.74M 4.22% | 740K | 0.00 | 0.00 |
ESPERION THERAPEUTICS INC NESOLE | COM | 1.72M | SH | $4.71M 2.95% | 1.72M | 0.00 | 0.00 |
EDESA BIOTECH INCSOLE | COM NEW | 827.50K | SH | $4.33M 2.71% | 827.50K | 0.00 | 0.00 |
ANTERIS TECHNOLOGIES GLOBALSOLE | COM | 700K | SH | $3.88M 2.43% | 700K | 0.00 | 0.00 |
INSPIREMD INCSOLE | COM | 2.10M | SH | $3.42M 2.14% | 2.10M | 0.00 | 0.00 |
XENCOR INCSOLE | COM | 250K | SH | $3.02M 1.89% | 250K | 0.00 | 0.00 |
AVALO THERAPEUTICS INCSOLE | COM NEW | 185.12K | SH | $2.76M 1.73% | 185.12K | 0.00 | 0.00 |
EUPRAXIA PHARMACEUTICALS INCSOLE | COM | 352K | SH | $2.55M 1.60% | 352K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 540K | SH | $2.54M 1.59% | 540K | 0.00 | 0.00 |
VERRICA PHARMACEUTICALS INCSOLE | COM SHS | 471.56K | SH | $2.49M 1.56% | 471.56K | 0.00 | 0.00 |
JASPER THERAPEUTICS INCSOLE | COM NEW | 2.67M | SH | $2.34M 1.46% | 2.42M | 245.33K | 0.00 |
REZOLUTE INCSOLE | COM NEW | 750K | SH | $2.29M 1.43% | 750K | 0.00 | 0.00 |
LYELL IMMUNOPHARMA INCSOLE | COM NEW | 102K | SH | $2.05M 1.28% | 102K | 0.00 | 0.00 |
PROFOUND MED CORPSOLE | COM NEW | 285.71K | SH | $1.85M 1.16% | 285.71K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 91.12K | SH | $1.78M 1.12% | 91.12K | 0.00 | 0.00 |
ROCKET PHARMACEUTICALS INCSOLE | COM | 294.64K | SH | $1.05M 0.66% | 294.64K | 0.00 | 0.00 |
KAZIA THERAPEUTICS LTDSOLE | SPONSORED ADS | 135.31K | SH | $1.01M 0.63% | 135.31K | 0.00 | 0.00 |
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