Sign in

You're signed outSign in or to get full access.

Velan Capital Investment Management LP

CIK:0001848809
Hedge Fund
$0 AUM
50 holdings
Alpharetta, GA, US
Founded:2021
10 employees
Latest filing:Jun 30, 2025

Velan Capital Investment Management LP is a hedge fund manager based in Alpharetta, Georgia, United States. Founded in 2021, the firm primarily focuses on investing within the healthcare and life sciences sectors. It manages assets and provides investment management services to institutional investors and high-net-worth individuals. The firm appears to have a small employee team, led by senior investment professionals and operational staff, and is registered with the SEC.

Investment Strategy

Velan Capital Investment Management LP specializes in value-oriented investing with a particular focus on small to mid-cap healthcare and life sciences companies. The fund takes both long and short positions and engages in activism and event-driven strategies. Its philosophy is centered on deep fundamental research, identifying underappreciated assets, and leveraging sector expertise to generate alpha through both public equity and catalysts in its target segment.

Latest 13F Filing Activity

Velan Capital Investment Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $101M. The fund increased holdings in Cidaratherapeuticsinc, Alumisinc, Arvinasinc among other positions. Velan Capital Investment Management LP reduced exposure to Acelyrin Inc., Springworks Therapeutics Inc., Liquidiacorporation among others.

Top Buys
C
CDTXCIDARATHERAPEUTICSINC
+$4.9M
A
ALMSALUMISINC
+$4.9M
A
ARVNARVINASINC
+$3.7M
V
VRNAVERONAPHARMAPLC
+$3.0M
R
RZLTREZOLUTEINC
+$2.2M
Top Sells
S
SLRNACELYRIN INC
-$8.3M
S
SWTXSPRINGWORKS THERAPEUTICS INC
-$8.2M
L
LQDALIQUIDIACORPORATION
-$1.4M
T
TILINSTIL BIO INC
-$1.2M
I
IMNMIMMUNOME INC
-$1.0M

Top Holdings

H
HRTXHERONTHERAPEUTICSINC
+14.3%$14.5M
V
VRNAVERONAPHARMAPLC
+8.9%$9.0M
J
JSPRJASPERTHERAPEUTICSINC
+7.9%$8.0M
T
TARAPROTARATHERAPEUTICSINC
+6.4%$6.5M
Z
ZVRAZEVRATHERAPEUTICSINC
+6.2%$6.3M

Equity Positions (47)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
HERONTHERAPEUTICSINC14.29%$14.5M6,986,744$1.69$2.07-$908.3K
VERONAPHARMAPLC8.88%$9.0M95,000$54.52$94.58+$3.0M
JASPERTHERAPEUTICSINC7.86%$8.0M1,433,828$28.30$5.55+$1.8M
PROTARATHERAPEUTICSINC6.40%$6.5M2,139,000$3.87$3.03-$623.7K
ZEVRATHERAPEUTICSINC6.22%$6.3M715,000$7.55$8.81+$1.3M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+56.6%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+27.5%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+5.9%
IN VITRO & IN VIVO DIAGNOSTIC SUBSTANCES
+3.5%
SERVICES-MEDICAL LABORATORIES
+1.8%

Investment Team (2)

NameRoleLocationLinkedIn
David Liu
David Liu
Senior AnalystNew York, NY , United States
J
Jeffrey Steckler
AnalystNew York, NY , United States