VELAN CAPITAL INVESTMENT MANAGEMENT LP
Q4 2023 Form 13-F
ALPHARETTA, GEORGIA
CIK 0001848809
· Institutional investment manager
$171.3M Reported Value Total
Reported value
$171.3M
Quarter over quarter
+28.1%
Holdings
19
Top-10 concentration
88.2%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Alyssa Romano
Chief Financial Officer
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13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $171.3M |
| Positions | 19 |
| Change in reported value | +38.2% |
| New positions | 6 |
| Exited positions | 14 |
| Position turnover | 60.6% |
| Top-10 concentration | 88.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
50 | $164.2M |
|
Q1 2026 13F
Filed May 15, 2026
|
49 | $159.6M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
45 | $172.4M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
49 | $106.5M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
49 | $101.2M |
|
Q1 2025 13F
Filed May 15, 2025
|
47 | $97.2M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
45 | $115.9M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $106.9M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
17 | $174.6M |
|
Q1 2024 13F
Filed May 14, 2024
|
19 | $220.2M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
19 | $171.3M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
27 | $124.0M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
29 | $107.7M |
|
Q1 2023 13F
Filed May 15, 2023
|
30 | $117.3M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
27 | $113.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
23 | $100.8M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
22 | $98.6M |
|
Q1 2022 13F
Filed May 16, 2022
|
23 | $107.8M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
25 | $128.9M |
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ALIM ALIMERA SCIENCES INC | $58.8M | 34.31% |
| 2 | IWM P ISHARES TR | $30.1M | 17.57% |
| 3 | HRTX HERON THERAPEUTICS INC | $11.9M | 6.93% |
| 4 | ADMA ADMA BIOLOGICS INC | $9.7M | 5.64% |
| 5 | JSPR JASPER THERAPEUTICS INC | $8.6M | 4.99% |
| 6 | TRML TOURMALINE BIO INC | $8.4M | 4.88% |
| 7 | PRAX PRAXIS PRECISION MEDICINES I | $7.7M | 4.5% |
| 8 | IMGN IMMUNOGEN INC | $5.6M | 3.28% |
| 9 | ROIV ROIVANT SCIENCES LTD | $5.6M | 3.28% |
| 10 | OPTN OPTINOSE INC | $4.9M | 2.86% |
| 11 | LNTH LANTHEUS HLDGS INC | $4.7M | 2.71% |
| 12 | INSP INSPIRE MED SYS INC | $3.7M | 2.14% |
| 13 | APLS APELLIS PHARMACEUTICALS INC | $3.0M | 1.75% |
| 14 | NSPR INSPIREMD INC | $2.5M | 1.48% |
| 15 | ACRS ACLARIS THERAPEUTICS INC | $1.8M | 1.08% |
| 16 | GERN GERON CORP | $1.6M | 0.96% |
| 17 | IMVT IMMUNOVANT INC | $1.2M | 0.68% |
| 18 | NVNO ENVVENO MEDICAL CORPORATION | $885.3K | 0.52% |
| 19 | TELA TELA BIO INC | $513.1K | 0.3% |
| 20 | ELEV ELEVATION ONCOLOGY INC | $267.1K | 0.16% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.