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Velan Capital Investment Management LP · 13F 持仓分析
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Velan Capital Investment Management LP

No.7829 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.64亿
环比变动 Q1 2026
+$456.2万+2.9%
持仓股票数
50
新买入
6
加仓
11
减仓
10
清仓
5
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PRAXIS PRECISION MEDICINES IPRAX
18.1%20.34%$2,972.3万8.9万股$3,247.1万10.1万股-1.2万股-11.91%减仓
MMAPLIGHT THERAPEUTICSMPLT
10.76%6.28%$1,766.5万49.3万股$1,002.1万49.3万股00.00%持仓不变
SSUTRO BIOPHARMASTRO
10.36%7.99%$1,700.4万51.2万股$1,275.8万51.2万股00.00%持仓不变
IIMMIX BIOPHARMA INC COMIMMX
6.81%4.22%$1,118.6万108.5万股$674.1万74.0万股+34.5万股+46.62%加仓
PROTARA THERAPEUTICSTARA
6.62%9.25%$1,086.7万284.5万股$1,476.9万283.5万股+1.0万股+0.35%加仓
TTENAX THERAPEUTICSTENX
5.48%5.84%$900.2万61.9万股$932.7万58.3万股+3.5万股+6.06%加仓
ABIVAXABVX
5.33%5.37%$874.6万6.6万股$857.4万7.7万股-1.1万股-14.77%减仓
AANTERIS TECHNOLOGIES GLOBAL COMAVR
4.2%2.43%$689.5万70.0万股$388.5万70.0万股00.00%持仓不变
EEDESA BIOTECHEDSA
4.1%2.71%$672.8万82.8万股$432.8万82.8万股00.00%持仓不变
EEVOMMUNEEVMN
3.65%6.43%$599.7万45.1万股$1,025.9万44.6万股+5,000股+1.12%加仓
AVALO THERAPEUTICSAVTX
3.65%1.73%$599.6万32.4万股$276.4万18.5万股+13.9万股+75.26%加仓
XXENCORXNCR
2.5%1.89%$410.6万25.5万股$301.5万25.0万股+5,000股+2.00%加仓
REZOLUTERZLT
2.38%1.43%$390.0万75.0万股$228.8万75.0万股00.00%持仓不变
HHERON THERAPEUTICS INC COMHRTX
2.28%4.39%$373.6万875.3万股$700.4万875.3万股00.00%持仓不变
VVERRICA PHARMACEUTICALS INC COM SHSVRCA
1.76%1.56%$288.6万47.2万股$249.5万47.2万股00.00%持仓不变
CC4 THERAPEUTICS INC COM STKCCCC
1.62%$266.2万57.0万股$00股+57.0万股新买入
EUPRAXIA PHARMACEUTICALSEPRX
1.42%1.6%$232.7万35.2万股$254.8万35.2万股00.00%持仓不变
AADMA BIOLOGICSADMA
1.27%$209.3万25.0万股$00股+25.0万股新买入
RREIN THERAPEUTICS INCRNTX
1.08%$176.8万170.0万股$00股+170.0万股新买入
LLYELL IMMUNOPHARMALYEL
0.9%1.28%$147.5万10.5万股$204.6万10.2万股+3,000股+2.94%加仓
NNASUS PHARMA LTDNSRX
0.77%0.5%$125.8万35.9万股$79.8万35.9万股00.00%持仓不变
PROFOUND MED CORPORATION COM NEW (CANADA)PROF
0.69%1.16%$113.2万17.0万股$185.1万28.6万股-11.5万股-40.40%减仓
JJASPER THERAPEUTICS INC COM NEWJSPRW
0.68%1.46%$112.3万266.8万股$233.8万266.8万股00.00%持仓不变
PPROTAGONIST THERAPEUTICSPTGX
0.28%0.24%$45.4万3,700股$39.0万3,700股00.00%持仓不变
CYTOMX THERAPEUTICSCTMX
0.27%1.59%$45.0万12.0万股$253.8万54.0万股-42.0万股-77.78%减仓
NNEUMORA THERAPEUTICS INC. COMNMRA
0.24%0.1%$39.1万23.0万股$15.6万8.0万股+15.0万股+187.50%加仓
NURIX THERAPEUTICSNRIX
0.24%0.16%$38.8万1.6万股$24.8万1.6万股00.00%持仓不变
OOVID THERAPEUTICSOVID
0.21%0.22%$35.0万13.0万股$35.5万16.0万股-3.0万股-18.75%减仓
PPRECISION BIOSCIENCES INCORPORATED COM NEWDTIL
0.19%0.14%$31.4万4.0万股$22.0万4.0万股00.00%持仓不变
MINERALYS THERAPEUTICSMLYS
0.18%0.19%$29.7万1.1万股$29.8万1.1万股00.00%持仓不变
MMACROGENICSMGNX
0.17%0.05%$27.7万6.0万股$8.7万3.0万股+3.0万股+100.00%加仓
CORBUS PHARMACEUTICALS HLDGS COM NEWCRBP
0.15%0.15%$24.4万2.6万股$24.4万2.6万股00.00%持仓不变
AARTIVA BIOTHERAPEUTICSARTV
0.15%0.1%$24.3万2.5万股$16.1万2.5万股00.00%持仓不变
RREPLIMUNEREPL
0.13%0.1%$22.1万2.0万股$15.3万2.0万股00.00%持仓不变
SYNDAX PHARMACEUTICALSSNDX
0.13%0.15%$21.9万1.0万股$23.4万1.0万股00.00%持仓不变
IIMMUNOMEIMNM
0.13%0.14%$21.2万1.0万股$21.9万1.0万股00.00%持仓不变
TECTONIC THERAPEUTIC INC COMTECX
0.13%$20.6万6,000股$00股+6,000股新买入
ROCKET PHARMACEUTICALS INC COMRCKT
0.12%0.66%$20.5万6.0万股$105.5万29.5万股-23.5万股-79.64%减仓
KKARYOPHARM THERAPEUTICS INC COM NEWKPTI
0.12%0.05%$19.5万2.0万股$8.4万1.5万股+5,000股+33.33%加仓
AAN2 THERAPEUTICSANTX
0.12%$19.4万4.0万股$00股+4.0万股新买入
VVIRIDIAN THERAPEUTICSVRDN
0.11%1.12%$18.4万1.0万股$178.2万9.1万股-8.1万股-89.03%减仓
SSCYNEXIS INCSCYX
0.1%$16.3万4.0万股$00股+4.0万股新买入
QQUOIN PHARMACEUTICALS LTDQNRX
0.1%0.35%$15.7万3.2万股$56.0万8.5万股-5.2万股-61.85%减仓
XXILIO THERAPEUTICS INCXLO
0.08%0.08%$13.7万1.4万股$12.0万1.4万股00.00%持仓不变
IINSPIREMDNSPR
0.06%2.14%$10.4万14.8万股$342.2万210.0万股-195.2万股-92.94%减仓
KKalaris Therapeutics IncKLRS
0.06%0.07%$10.2万2.5万股$10.4万1.8万股+7,000股+38.89%加仓
LLARIMAR THERAPEUTICS INC COMLRMR
0.06%0.09%$10.1万3.3万股$14.9万3.3万股00.00%持仓不变
PPROQR THRAPEUTICS
0.05%0.05%$8.4万4.5万股$7.3万4.5万股00.00%持仓不变
CCONTEXT THERAPEUTICSCNTX
0.02%0.16%$3.3万6.0万股$26.2万10.0万股-4.0万股-40.30%减仓
GGOSSAMER BIO INC COMGOSS
0.01%0.01%$1.2万7.0万股$2.3万7.0万股00.00%持仓不变

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