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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
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NASUS PHARMA LTD 359,390.0 $1.3M 0.77% $3.50
22 PROF PROFOUND MED CORP Healthcare 170,278.0 $1.1M 0.69% -115K -40.4% $6.65 +3.0%
23 JASPER THERAPEUTICS INC 2,668,395.0 $1.1M 0.68% $0.42
24 CALL TENAX THERAPEUTICS INC 68,700.0 $1000K 0.61% NEW $14.55
25 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,700.0 $454K 0.28% $122.58 +17.7%
26 CTMX CYTOMX THERAPEUTICS INC. Healthcare 120,000.0 $450K 0.27% -420K -77.8% $3.75 -14.4%
27 NMRA NEUMORA THERAPEUTICS INC. Healthcare 230,000.0 $391K 0.24% +150K +187.5% $1.70 -18.2%
28 NRIX NURIX THERAPEUTICS INC Healthcare 16,000.0 $388K 0.24% $24.26 +8.0%
29 OVID OVID THERAPEUTICS INC Healthcare 130,000.0 $350K 0.21% -30K -18.8% $2.69 +4.1%
30 PRECISION BIOSCIENCES INC 40,000.0 $314K 0.19% $7.86
31 MLYS MINERALYS THERAPEUTICS INC Healthcare 11,000.0 $297K 0.18% $26.98 -5.1%
32 MGNX MACROGENICS INC Healthcare 60,000.0 $277K 0.17% +30K +100.0% $4.62 -10.6%
33 CORBUS PHARMACEUTICALS HLDGS 26,000.0 $244K 0.15% $9.38
34 ARTIVA BIOTHERAPEUTICS INC 25,000.0 $242K 0.15% $9.70
35 REPL REPLIMUNE GROUP INC Healthcare 20,000.0 $221K 0.14% $11.07 +40.0%
36 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 10,000.0 $219K 0.13% $21.86 -10.6%
37 IMNM IMMUNOME INC Healthcare 10,000.0 $212K 0.13% $21.19 +30.1%
38 TECX TECTONIC THERAPEUTIC INC Healthcare 6,000.0 $206K 0.13% NEW $34.38 +3.6%
39 RCKT ROCKET PHARMACEUTICALS INC Healthcare 60,000.0 $205K 0.12% -235K -79.6% $3.42 +12.9%
40 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 20,000.0 $195K 0.12% +5K +33.3% $9.77 -80.9%
Page 2 of 3  ·  51 positions

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%