Elmind Capital, LP
- SEC CIK
- 0002052213
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 35
- +1 vs. Q1 2026
- Portfolio value
- $398.0M
- +$45.8M (+13.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COGTCogent Biosciences, Inc. | COM | 1,170,740 | $45.3M | 11.4% | 00.0% | Unchanged | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,855,000 | $40.6M | 10.2% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 990,000 | $36.8M | 9.3% | +125,000+14.5% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,465,279 | $27.4M | 6.9% | +928,333+172.9% | Added | History |
| PCVXVaxcyte, Inc. | COM | 452,340 | $26.3M | 6.6% | +135,840+42.9% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 436,518 | $18.7M | 4.7% | −45,982−9.5% | Reduced | History |
| PHVSPharvaris N.V. | COM | 525,750 | $18.2M | 4.6% | +50,000+10.5% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 984,931 | $18.1M | 4.5% | +450,000+84.1% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 4,550,000 | $17.1M | 4.3% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 292,600 | $16.6M | 4.2% | +115,000+64.8% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 570,569 | $16.5M | 4.1% | +570,569 | New | History |
| BEAMBeam Therapeutics Inc. | COM | 476,338 | $16.3M | 4.1% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 690,000 | $12.6M | 3.2% | +160,000+30.2% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 460,000 | $11.2M | 2.8% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 22,000 | $8.18M | 2.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 15,000 | $8.13M | 2.0% | 00.0% | Unchanged | History |
| SMMTSummit Therapeutics Inc. | COM | 493,820 | $7.19M | 1.8% | +493,820 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 65,000 | $6.93M | 1.7% | +65,000 | New | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 520,000 | $5.20M | 1.3% | −480,000−48.0% | Reduced | History |
| MBXMBX Biosciences, Inc. | COM | 91,000 | $5.02M | 1.3% | −120,000−56.9% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 38,000 | $4.66M | 1.2% | 00.0% | Unchanged | History |
| URGNUroGen Pharma Ltd. | COM | 120,000 | $4.42M | 1.1% | −100,000−45.5% | Reduced | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 265,000 | $4.35M | 1.1% | 00.0% | Unchanged | History |
| ALMSAlumis Inc. | COM | 130,000 | $3.66M | 0.9% | 00.0% | Unchanged | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 70,000 | $3.26M | 0.8% | +50,000+250.0% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 47,000 | $2.69M | 0.7% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 81,143 | $2.58M | 0.6% | +22,895+39.3% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 112,000 | $2.01M | 0.5% | 00.0% | Unchanged | History |
| ALECAlector, Inc. | COM | 900,000 | $1.81M | 0.5% | 00.0% | Unchanged | History |
| SEPNSepterna, Inc. | COM | 49,444 | $1.66M | 0.4% | +49,444 | New | History |
| DSGNDesign Therapeutics, Inc. | COM | 107,900 | $1.56M | 0.4% | −100,000−48.1% | Reduced | History |
| STROSutro Biopharma, Inc. | COM SHS | 32,037 | $1.06M | 0.3% | +32,037 | New | History |
| WVEWave Life Sciences, Inc. | SHS | 177,846 | $1.03M | 0.3% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 20,000 | $638.8K | 0.2% | −330,000−94.3% | Reduced | History |
| ENGNenGene Therapeutics Inc. | COM | 210,000 | $363.3K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,021,300 | $20.6M | 5.8% | History |
| CGONCG Oncology, Inc. | COM | 291,800 | $19.7M | 5.6% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 50,000 | $2.01M | 0.6% | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 10,000 | $315.0K | 0.1% | History |