Elmind Capital, LP — 13F Holdings & Portfolio
CIK 2052213 · latest 13F-HR filed 2026-08-14
Elmind Capital, LP manages $398.0M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COGT (11.38%), SNDX (10.19%), CLDX (9.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 5; 16 existing positions rose in reported value and 10 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- RELAY THERAPEUTICS INC$22.1M +413.1%
- TRAVERE THERAPEUTICS INC$11.3M +215.0%
- CELLDEX THERAPEUTICS INC NEW$9.4M +34.3%
- VAXCYTE INC$7.9M +43.0%
- VIRIDIAN THERAPEUTICS INC$7.6M +72.9%
Top Trims
- TYRA BIOSCIENCES INC-$12.8M -95.2%
- CYTOMX THERAPEUTICS INC.-$4.3M -20.2%
- BIOCRYST PHARMACEUTICALS INC-$4.3M -45.4%
- SYNDAX PHARMACEUTICALS INC-$2.8M -6.4%
- MBX BIOSCIENCES INC-$1.3M -20.2%
New Positions
- LEGEND BIOTECH CORP$16.5M
- SUMMIT THERAPEUTICS INC$7.2M
- INSMED INC$6.9M
- SEPTERNA INC$1.7M
- SUTRO BIOPHARMA INC$1.1M
Exited Positions
- KALVISTA PHARMACEUTICALS INC$20.6M
- CG ONCOLOGY INC$19.7M
- APELLIS PHARMACEUTICALS INC$2.0M
- ENGENE HOLDINGS INC$1.4M
- EDGEWISE THERAPEUTICS INC$315.0K
Elmind Capital, LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $45.3M | 11.38% | 1,170,740 | SH |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $40.6M | 10.19% | 1,855,000 | SH |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $36.8M | 9.25% | 990,000 | SH |
| 4 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $27.4M | 6.89% | 1,465,279 | SH |
| 5 | VAXCYTE INC | PCVX | 92243G108 | $26.3M | 6.61% | 452,340 | SH |
| 6 | VERA THERAPEUTICS INC | VERA | 92337R101 | $18.7M | 4.71% | 436,518 | SH |
| 7 | PHARVARIS N V | PHVS | N69605108 | $18.2M | 4.57% | 525,750 | SH |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $18.1M | 4.55% | 984,931 | SH |
| 9 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $17.1M | 4.29% | 4,550,000 | SH |
| 10 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $16.6M | 4.18% | 292,600 | SH |
| 11 | LEGEND BIOTECH CORP | LEGN | 52490G102 | $16.5M | 4.14% | 570,569 | SH |
| 12 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $16.3M | 4.11% | 476,338 | SH |
| 13 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $12.6M | 3.16% | 690,000 | SH |
| 14 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $11.2M | 2.80% | 460,000 | SH |
| 15 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $8.2M | 2.05% | 22,000 | SH |
| 16 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $8.1M | 2.04% | 15,000 | SH |
| 17 | SUMMIT THERAPEUTICS INC | SMMT | 86627T108 | $7.2M | 1.81% | 493,820 | SH |
| 18 | INSMED INC | INSM | 457669307 | $6.9M | 1.74% | 65,000 | SH |
| 19 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $5.2M | 1.31% | 520,000 | SH |
| 20 | MBX BIOSCIENCES INC | MBX | 55287L101 | $5.0M | 1.26% | 91,000 | SH |
| 21 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $4.7M | 1.17% | 38,000 | SH |
| 22 | UROGEN PHARMA LTD | URGN | M96088105 | $4.4M | 1.11% | 120,000 | SH |
| 23 | DBV TECHNOLOGIES S A | DBVT | 23306J309 | $4.3M | 1.09% | 265,000 | SH |
| 24 | ALUMIS INC | ALMS | 022307102 | $3.7M | 0.92% | 130,000 | SH |
| 25 | SUPERNUS PHARMACEUTICALS | SUPN | 868459108 | $3.3M | 0.82% | 70,000 | SH |
| 26 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $2.7M | 0.68% | 47,000 | SH |
| 27 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $2.6M | 0.65% | 81,143 | SH |
| 28 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $2.0M | 0.51% | 112,000 | SH |
| 29 | ALECTOR INC | ALEC | 014442107 | $1.8M | 0.45% | 900,000 | SH |
| 30 | SEPTERNA INC | SEPN | 81734D104 | $1.7M | 0.42% | 49,444 | SH |
| 31 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $1.6M | 0.39% | 107,900 | SH |
| 32 | SUTRO BIOPHARMA INC | STRO | 869367201 | $1.1M | 0.27% | 32,037 | SH |
| 33 | WAVE LIFE SCIENCES LTD | WVE | Y95308105 | $1.0M | 0.26% | 177,846 | SH |
| 34 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $638.8K | 0.16% | 20,000 | SH |
| 35 | ENGENE THERAPEUTICS INC | ENGN | 29286X101 | $363.3K | 0.09% | 210,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $398.0M | 35 | 0001013594-26-000910 |
| 2026-03-31 | 2026-05-15 | $352.2M | 34 | 0001013594-26-000602 |
| 2025-12-31 | 2026-02-17 | $338.9M | 34 | 0001013594-26-000245 |
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