Velan Capital Investment Management LP
ALPHARETTA GA · SEC CIK 0001848809
$1.60亿2026Q1 申报市值
49持仓数
73.1%前十大占比 · 第一大 20.3%
12 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TENX 加仓+$799.50万
IMMX 加仓+$642.25万
STRO 加仓+$498.60万
AVR 新建仓+$388.50万
XNCR 新建仓+$301.50万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$2,394.54万
LNTH 清仓-$497.04万
MLYS 减仓-$379.26万
RAPT THERAPEUTIC 清仓-$365.80万
TERNS PHARMACEUT 清仓-$282.80万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -108,404 | -100.0% | -$2,394.54万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -74,687 | -100.0% | -$497.04万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -108,000 | -100.0% | -$365.80万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$282.80万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $0 | 0.00% | 0 | -205,000 | -100.0% | -$256.66万 | 清仓 |
| — | TREVI THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -38,500 | -100.0% | -$48.20万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$36.12万 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -170,000 | -100.0% | -$10.88万 | 清仓 |
| — | PYXIS ONCOLOGY INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.60万 | 清仓 |
| — | GOSSAMER BIO INC | $2.30万 | 0.01% | 70,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $7.29万 | 0.05% | 45,000 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $8.36万 | 0.05% | 15,000 | 15,000 | — | $8.36万 | 新建仓 |
| MGNX | MACROGENICS INC | $8.67万 | 0.05% | 30,000 | 30,000 | — | $8.67万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $9.05万 | 0.06% | 73,000 | 38,000 | 108.6% | $4.71万 | 加仓 |
| — | KALARIS THERAPEUTICS INC | $10.39万 | 0.07% | 18,000 | 18,000 | — | $10.39万 | 新建仓 |
| — | XILIO THERAPEUTICS INC | $12.01万 | 0.08% | 14,285 | 14,285 | — | $12.01万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $14.85万 | 0.09% | 33,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $15.30万 | 0.10% | 20,000 | 5,000 | 33.3% | $3.83万 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $15.60万 | 0.10% | 80,000 | 80,000 | — | $15.60万 | 新建仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $16.10万 | 0.10% | 25,000 | 25,000 | — | $16.10万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $21.28万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $21.87万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INC | $22.00万 | 0.14% | 40,000 | 20,000 | 100.0% | $11.00万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $23.36万 | 0.15% | 10,000 | -120,000 | -92.3% | -$280.32万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $24.41万 | 0.15% | 26,000 | 13,000 | 100.0% | $12.21万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $24.80万 | 0.16% | 16,000 | 0 | 0.0% | — | 不变 |
| — | CONTEXT THERAPEUTICS INC | $26.20万 | 0.16% | 100,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $29.80万 | 0.19% | 11,000 | -140,000 | -92.7% | -$379.26万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $35.52万 | 0.22% | 160,000 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $39.00万 | 0.24% | 3,700 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $40.76万 | 0.26% | 6,500 | 0 | 0.0% | — | 不变 |
| — | QUOIN PHARMACEUTICALS LTD | $56.00万 | 0.35% | 84,849 | 84,849 | — | $56.00万 | 新建仓 |
| — | NASUS PHARMA LTD | $79.78万 | 0.50% | 359,390 | 359,390 | — | $79.78万 | 新建仓 |
| — | KAZIA THERAPEUTICS LTD | $100.67万 | 0.63% | 135,315 | -164,685 | -54.9% | -$122.53万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $105.48万 | 0.66% | 294,643 | 294,643 | — | $105.48万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $178.24万 | 1.12% | 91,123 | 4,623 | 5.3% | $9.04万 | 加仓 |
| — | PROFOUND MED CORP | $185.14万 | 1.16% | 285,710 | 0 | 0.0% | — | 不变 |
| LYEL | LYELL IMMUNOPHARMA INC | $204.61万 | 1.28% | 102,000 | 102,000 | — | $204.61万 | 新建仓 |
| RZLT | REZOLUTE INC | $228.75万 | 1.43% | 750,000 | 0 | 0.0% | — | 不变 |
| — | JASPER THERAPEUTICS INC | $233.80万 | 1.46% | 2,668,395 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $249.45万 | 1.56% | 471,559 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $253.80万 | 1.59% | 540,000 | 460,000 | 575.0% | $216.20万 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $254.85万 | 1.60% | 352,000 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $276.39万 | 1.73% | 185,122 | -78,520 | -29.8% | -$117.23万 | 减仓 |
| XNCR | XENCOR INC | $301.50万 | 1.89% | 250,000 | 250,000 | — | $301.50万 | 新建仓 |
| — | INSPIREMD INC | $342.24万 | 2.14% | 2,099,652 | -44,046 | -2.1% | -$7.18万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $388.50万 | 2.43% | 700,000 | 700,000 | — | $388.50万 | 新建仓 |
| — | EDESA BIOTECH INC | $432.78万 | 2.71% | 827,500 | 140,000 | 20.4% | $73.22万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $471.28万 | 2.95% | 1,720,000 | 510,000 | 42.1% | $139.74万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $674.14万 | 4.22% | 740,000 | 705,000 | 2,014.3% | $642.25万 | 加仓 |
| — | HERON THERAPEUTICS INC | $700.35万 | 4.39% | 8,753,290 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $857.39万 | 5.37% | 77,000 | 10,000 | 14.9% | $111.35万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $932.75万 | 5.84% | 583,333 | 500,000 | 600.0% | $799.50万 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $1,002.05万 | 6.28% | 492,893 | -29,412 | -5.6% | -$59.79万 | 减仓 |
| EVMN | EVOMMUNE INC | $1,025.94万 | 6.43% | 446,255 | -60,499 | -11.9% | -$139.09万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $1,275.79万 | 7.99% | 512,160 | 200,160 | 64.2% | $498.60万 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $1,476.85万 | 9.25% | 2,834,652 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3,247.06万 | 20.34% | 100,781 | 0 | 0.0% | — | 不变 |