Velan Capital Investment Management LP
ALPHARETTA GA · SEC CIK 0001848809
$1.64亿2026Q2 申报市值
51持仓数
74.8%前十大占比 · 第一大 18.1%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IMMX 加仓+$355.69万
CCCC 新建仓+$266.19万
AVTX 加仓+$257.48万
ADMA 新建仓+$209.25万
REIN THERAPEUTIC 新建仓+$176.80万
2026Q2 卖出最多 按季末市值估算
ESPERION THERAPE 清仓-$471.28万
PRAX 减仓-$401.75万
CTMX 减仓-$157.50万
ABVX 减仓-$151.52万
VRDN 减仓-$149.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $2,972.30万 | 18.10% | 88,781 | -12,000 | -11.9% | -$401.75万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $1,766.53万 | 10.76% | 492,893 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $1,700.37万 | 10.36% | 512,160 | 0 | 0.0% | — | 不变 |
| IMMX | IMMIX BIOPHARMA INC | $1,118.63万 | 6.81% | 1,085,000 | 345,000 | 46.6% | $355.69万 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $1,086.66万 | 6.62% | 2,844,652 | 10,000 | 0.4% | $3.82万 | 加仓 |
| ABVX | ABIVAX SA | $874.59万 | 5.33% | 65,630 | -11,370 | -14.8% | -$151.52万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $800.23万 | 4.87% | 549,985 | -33,348 | -5.7% | -$48.52万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $689.50万 | 4.20% | 700,000 | 0 | 0.0% | — | 不变 |
| — | EDESA BIOTECH INC | $672.76万 | 4.10% | 827,500 | 0 | 0.0% | — | 不变 |
| EVMN | EVOMMUNE INC | $599.72万 | 3.65% | 451,255 | 5,000 | 1.1% | $6.65万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $599.59万 | 3.65% | 324,452 | 139,330 | 75.3% | $257.48万 | 加仓 |
| XNCR | XENCOR INC | $410.55万 | 2.50% | 255,000 | 5,000 | 2.0% | $8.05万 | 加仓 |
| RZLT | REZOLUTE INC | $390.00万 | 2.38% | 750,000 | 0 | 0.0% | — | 不变 |
| — | HERON THERAPEUTICS INC | $373.59万 | 2.28% | 8,753,290 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $288.59万 | 1.76% | 471,559 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $266.19万 | 1.62% | 570,000 | 570,000 | — | $266.19万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $232.67万 | 1.42% | 352,000 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $209.25万 | 1.27% | 250,000 | 250,000 | — | $209.25万 | 新建仓 |
| — | REIN THERAPEUTICS INC | $176.80万 | 1.08% | 1,700,000 | 1,700,000 | — | $176.80万 | 新建仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $147.53万 | 0.90% | 105,000 | 3,000 | 2.9% | $4.21万 | 加仓 |
| — | NASUS PHARMA LTD | $125.79万 | 0.77% | 359,390 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MED CORP | $113.23万 | 0.69% | 170,278 | -115,432 | -40.4% | -$76.76万 | 减仓 |
| — | JASPER THERAPEUTICS INC | $112.34万 | 0.68% | 2,668,395 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC 看涨期权 | $99.96万 | 0.61% | 68,700 | 68,700 | — | $99.96万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $45.35万 | 0.28% | 3,700 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $45.00万 | 0.27% | 120,000 | -420,000 | -77.8% | -$157.50万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $39.10万 | 0.24% | 230,000 | 150,000 | 187.5% | $25.50万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $38.82万 | 0.24% | 16,000 | 0 | 0.0% | — | 不变 |
| OVID | OVID THERAPEUTICS INC | $34.97万 | 0.21% | 130,000 | -30,000 | -18.8% | -$8.07万 | 减仓 |
| DTIL | PRECISION BIOSCIENCES INC | $31.44万 | 0.19% | 40,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $29.68万 | 0.18% | 11,000 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $27.72万 | 0.17% | 60,000 | 30,000 | 100.0% | $13.86万 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $24.39万 | 0.15% | 26,000 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $24.25万 | 0.15% | 25,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $22.14万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $21.86万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $21.19万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INC | $20.62万 | 0.13% | 6,000 | 6,000 | — | $20.62万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $20.52万 | 0.12% | 60,000 | -234,643 | -79.6% | -$80.25万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $19.54万 | 0.12% | 20,000 | 5,000 | 33.3% | $4.88万 | 加仓 |
| — | AN2 THERAPEUTICS INC | $19.36万 | 0.12% | 40,000 | 40,000 | — | $19.36万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $18.37万 | 0.11% | 10,000 | -81,123 | -89.0% | -$149.02万 | 减仓 |
| — | SCYNEXIS INC | $16.28万 | 0.10% | 40,000 | 40,000 | — | $16.28万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $15.67万 | 0.10% | 32,372 | -52,477 | -61.8% | -$25.40万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $13.69万 | 0.08% | 14,285 | 0 | 0.0% | — | 不变 |
| — | INSPIREMD INC | $10.37万 | 0.06% | 148,138 | -1,951,514 | -92.9% | -$136.62万 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $10.18万 | 0.06% | 25,000 | 7,000 | 38.9% | $2.85万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $10.06万 | 0.06% | 33,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $8.37万 | 0.05% | 45,000 | 0 | 0.0% | — | 不变 |
| — | CONTEXT THERAPEUTICS INC | $3.31万 | 0.02% | 59,700 | -40,300 | -40.3% | -$2.23万 | 减仓 |
| — | GOSSAMER BIO INC | $1.15万 | 0.01% | 70,000 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -1,720,000 | -100.0% | -$471.28万 | 清仓 |
| — | KAZIA THERAPEUTICS LTD | $0 | 0.00% | 0 | -135,315 | -100.0% | -$100.67万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -6,500 | -100.0% | -$40.76万 | 清仓 |
| DSGN | DESIGN THERAPEUTICS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$21.28万 | 清仓 |
| — | PMV PHARMACEUTICALS INC | $0 | 0.00% | 0 | -73,000 | -100.0% | -$9.05万 | 清仓 |