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Portfolio (Quarterly) Guide ↗

Velan Capital Investment Management LP

· CIK 0001848809
13F Portfolio $164M AUM 53 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 9 Added 11 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CCCC C4 THERAPEUTICS INC Healthcare 570,000.0 $2.7M 1.62% NEW $4.67 -17.6%
2 ADMA ADMA BIOLOGICS INC Healthcare 250,000.0 $2.1M 1.27% NEW $8.37 +11.6%
3 RNTX REIN THERAPEUTICS INC Healthcare 1,700,000.0 $1.8M 1.08% NEW $1.04 -26.7%
4 CALL TENAX THERAPEUTICS INC 68,700.0 $1000K 0.61% NEW $14.55
5 TECX TECTONIC THERAPEUTIC INC Healthcare 6,000.0 $206K 0.13% NEW $34.38 +3.6%
6 ANTX AN2 THERAPEUTICS INC Healthcare 40,000.0 $194K 0.12% NEW $4.84 +15.3%
7 SCYNEXIS INC 40,000.0 $163K 0.10% NEW $4.07

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%