Elmind Capital, LP
- SEC CIK
- 0002052213
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 34
- 0 vs. Q4 2025
- Portfolio value
- $352.2M
- +$13.4M (+3.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COGTCogent Biosciences, Inc. | COM | 1,170,740 | $45.1M | 12.8% | 00.0% | Unchanged | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,855,000 | $43.3M | 12.3% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 865,000 | $27.4M | 7.8% | 00.0% | Unchanged | History |
| CTMXCytomX Therapeutics, Inc. | COM | 4,550,000 | $21.4M | 6.1% | +3,850,000+550.0% | Added | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,021,300 | $20.6M | 5.8% | +220,000+27.5% | Added | History |
| CGONCG Oncology, Inc. | COM | 291,800 | $19.7M | 5.6% | −200,700−40.8% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 482,500 | $19.4M | 5.5% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 316,500 | $18.4M | 5.2% | +25,000+8.6% | Added | History |
| PHVSPharvaris N.V. | COM | 475,750 | $13.4M | 3.8% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 350,000 | $13.4M | 3.8% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 476,338 | $11.4M | 3.2% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 534,931 | $10.5M | 3.0% | −323,700−37.7% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,000,000 | $9.52M | 2.7% | −1,150,000−53.5% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 15,000 | $8.89M | 2.5% | +4,000+36.4% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 530,000 | $7.53M | 2.1% | +220,000+71.0% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 460,000 | $7.13M | 2.0% | 00.0% | Unchanged | History |
| MBXMBX Biosciences, Inc. | COM | 211,000 | $6.30M | 1.8% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 22,000 | $5.68M | 1.6% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 265,000 | $5.54M | 1.6% | +265,000 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 536,946 | $5.34M | 1.5% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 177,600 | $5.28M | 1.5% | +67,600+61.5% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 38,000 | $4.01M | 1.1% | 00.0% | Unchanged | History |
| URGNUroGen Pharma Ltd. | COM | 220,000 | $3.96M | 1.1% | +120,000+120.0% | Added | History |
| ALMSAlumis Inc. | COM | 130,000 | $2.86M | 0.8% | +130,000 | New | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 47,000 | $2.66M | 0.8% | −35,000−42.7% | Reduced | History |
| DSGNDesign Therapeutics, Inc. | COM | 207,900 | $2.21M | 0.6% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 50,000 | $2.01M | 0.6% | 00.0% | Unchanged | History |
| ALECAlector, Inc. | COM | 900,000 | $1.94M | 0.5% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 58,248 | $1.76M | 0.5% | 00.0% | Unchanged | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 112,000 | $1.56M | 0.4% | 00.0% | Unchanged | History |
| ENGNenGene Therapeutics Inc. | COM | 210,000 | $1.43M | 0.4% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 177,846 | $1.29M | 0.4% | −270,000−60.3% | Reduced | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 20,000 | $1.03M | 0.3% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 10,000 | $315.0K | 0.1% | −20,000−66.7% | Reduced | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.