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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANTX AN2 THERAPEUTICS INC Healthcare 40,000.0 $194K 0.12% NEW $4.84 +15.3%
42 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 10,000.0 $184K 0.11% -81K -89.0% $18.37 +25.6%
43 SCYNEXIS INC 40,000.0 $163K 0.10% NEW $4.07
44 QNRX QUOIN PHARMACEUTICALS LTD Healthcare 32,372.0 $157K 0.10% -52K -61.9% $4.84 +26.4%
45 XLO XILIO THERAPEUTICS INC Healthcare 14,285.0 $137K 0.08% $9.58 -6.1%
46 INSPIREMD INC 148,138.0 $104K 0.06% -2.0M -92.9% $0.70
47 KLRS KALARIS THERAPEUTICS INC Healthcare 25,000.0 $102K 0.06% +7K +38.9% $4.07 -1.0%
48 LRMR LARIMAR THERAPEUTICS INC Healthcare 33,000.0 $101K 0.06% $3.05 +31.5%
49 PRQR PROQR THRAPEUTICS N V Healthcare 45,000.0 $84K 0.05% $1.86 +23.1%
50 CNTX CONTEXT THERAPEUTICS INC Healthcare 59,700.0 $33K 0.02% -40K -40.3% $0.55 -30.7%
51 GOSS GOSSAMER BIO INC Healthcare 70,000.0 $12K 0.01% $0.16 +3.3%
Page 3 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%