Velan Capital Investment Management LP
13F filer · CIK 1848809 · Alpharetta, GA
Summary
Velan Capital Investment Management LP reported $164.21M across 51 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are PRAX (18.1%), MPLT (10.8%), STRO (10.4%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 10, trimmed 11 and sold out of 5.
Reported value$164.21M
Positions51incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added10
Trimmed11
Sold out5
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.1%Value $29.72MPrice $285.65Shares 89K -11.91%Since Jun 30 -14.68%
Weight 10.8%Value $17.67MPrice $10.45Shares 493KSince Jun 30 -70.84%
Weight 10.4%Value $17.00MPrice $16.03Shares 512KSince Jun 30 -51.72%
Weight 6.8%Value $11.19MPrice $11.47Shares 1.08M +46.62%Since Jun 30 +11.25%
Weight 6.6%Value $10.87MPrice $3.25Shares 2.84M +0.35%Since Jun 30 -14.92%
Weight 5.3%Value $8.75MPrice $98.50Shares 66K -14.77%Since Jun 30 -26.08%
Weight 4.9%Value $8.00MPrice $1.85Shares 550K -5.72%Since Jun 30 -87.29%
Weight 4.2%Value $6.89MPrice $7.59Shares 700KSince Jun 30 -22.94%
Weight 4.1%Value $6.73MPrice $3.65Shares 828KSince Jun 30 -55.10%
Weight 3.7%Value $6.00MPrice $8.39Shares 451K +1.12%Since Jun 30 -36.87%
Weight 3.7%Value $6.00MPrice $15.58Shares 324K +75.26%Since Jun 30 -15.69%
Weight 2.5%Value $4.11MPrice $25.60Shares 255K +2.00%Since Jun 30 +59.01%
Weight 2.4%Value $3.90MPrice $4.18Shares 750KSince Jun 30 -19.62%
Weight 2.3%Value $3.74MPrice $0.29Shares 8.75MSince Jun 30 -31.63%
Weight 1.8%Value $2.89MPrice $4.60Shares 472KSince Jun 30 -24.84%
Weight 1.6%Value $2.66MPrice $3.13Shares 570KSince Jun 30 -32.98%
Weight 1.4%Value $2.33MPrice $8.21Shares 352KSince Jun 30 +24.21%
Weight 1.3%Value $2.09MPrice $9.96Shares 250KSince Jun 30 +19.00%
Weight 1.1%Value $1.77MPrice $0.72Shares 1.70MSince Jun 30 -30.67%
Weight 0.9%Value $1.48MPrice $9.74Shares 105K +2.94%Since Jun 30 -30.68%
Weight 0.8%Value $1.26MPrice $3.59Shares 359KSince Jun 30 +2.57%
Weight 0.7%Value $1.13MPrice $5.92Shares 170K -40.40%Since Jun 30 -10.98%
Weight 0.7%Value $1.12MPrice $0.63Shares 2.67MSince Jun 30 +48.69%
Weight 0.3%Value $453.5KPrice $142.44Shares 3,700Since Jun 30 +16.20%
Weight 0.3%Value $450.0KPrice $2.69Shares 120K -77.78%Since Jun 30 -28.27%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.1% | $29.72M | -14.68% | -11.91% | Trim | |
| 10.8% | $17.67M | -70.84% | — | Hold | |
| 10.4% | $17.00M | -51.72% | — | Hold | |
| 6.8% | $11.19M | +11.25% | +46.62% | Add | |
| 6.6% | $10.87M | -14.92% | +0.35% | Add | |
| 5.3% | $8.75M | -26.08% | -14.77% | Trim | |
| 4.9% | $8.00M | -87.29% | -5.72% | Trim | |
| 4.2% | $6.89M | -22.94% | — | Hold | |
| 4.1% | $6.73M | -55.10% | — | Hold | |
| 3.7% | $6.00M | -36.87% | +1.12% | Add | |
| 3.7% | $6.00M | -15.69% | +75.26% | Add | |
| 2.5% | $4.11M | +59.01% | +2.00% | Add | |
| 2.4% | $3.90M | -19.62% | — | Hold | |
| 2.3% | $3.74M | -31.63% | — | Hold | |
| 1.8% | $2.89M | -24.84% | — | Hold | |
| 1.6% | $2.66M | -32.98% | — | New | |
| 1.4% | $2.33M | +24.21% | — | Hold | |
| 1.3% | $2.09M | +19.00% | — | New | |
| 1.1% | $1.77M | -30.67% | — | New | |
| 0.9% | $1.48M | -30.68% | +2.94% | Add | |
| 0.8% | $1.26M | +2.57% | — | Hold | |
| 0.7% | $1.13M | -10.98% | -40.40% | Trim | |
| 0.7% | $1.12M | +48.69% | — | Hold | |
| 0.3% | $453.5K | +16.20% | — | Hold | |
| 0.3% | $450.0K | -28.27% | -77.78% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.