Elmind Capital, LP — 13F Holdings & Portfolio
CIK 2052213 · latest 13F-HR filed 2026-05-15
Elmind Capital, LP manages $352.2M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are COGT (12.79%), SNDX (12.30%), CLDX (7.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 17, and trimmed 11.
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.
$352.2M
Long-equity book
34
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −2 / ↑17 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CYTOMX THERAPEUTICS INC.$18.4M +617.1%
- KALVISTA PHARMACEUTICALS INC$7.6M +58.9%
- VAXCYTE INC$4.9M +36.7%
- SYNDAX PHARMACEUTICALS INC$4.4M +11.2%
- CULLINAN THERAPEUTICS INC$4.3M +134.7%
Top Trims
- VIRIDIAN THERAPEUTICS INC-$16.3M -60.8%
- BIOCRYST PHARMACEUTICALS INC-$7.2M -43.2%
- WAVE LIFE SCIENCES LTD-$6.3M -83.1%
- VERA THERAPEUTICS INC-$5.0M -20.6%
- BIOMARIN PHARMACEUTICAL INC-$2.2M -45.5%
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 | $45.1M | 12.79% | 1,170,740 | SH |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $43.3M | 12.30% | 1,855,000 | SH |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $27.4M | 7.79% | 865,000 | SH |
| 4 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $21.4M | 6.07% | 4,550,000 | SH |
| 5 | KALVISTA PHARMACEUTICALS INC | KALV | 483497103 | $20.6M | 5.84% | 1,021,300 | SH |
| 6 | CG ONCOLOGY INC | CGON | 156944100 | $19.7M | 5.61% | 291,800 | SH |
| 7 | VERA THERAPEUTICS INC | VERA | 92337R101 | $19.4M | 5.51% | 482,500 | SH |
| 8 | VAXCYTE INC | PCVX | 92243G108 | $18.4M | 5.22% | 316,500 | SH |
| 9 | PHARVARIS N V | PHVS | N69605108 | $13.4M | 3.82% | 475,750 | SH |
| 10 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $13.4M | 3.81% | 350,000 | SH |
| 11 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $11.4M | 3.22% | 476,338 | SH |
| 12 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $10.5M | 2.97% | 534,931 | SH |
| 13 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $9.5M | 2.70% | 1,000,000 | SH |
| 14 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $8.9M | 2.53% | 15,000 | SH |
| 15 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $7.5M | 2.14% | 530,000 | SH |
| 16 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $7.1M | 2.02% | 460,000 | SH |
| 17 | MBX BIOSCIENCES INC | MBX | 55287L101 | $6.3M | 1.79% | 211,000 | SH |
| 18 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $5.7M | 1.61% | 22,000 | SH |
| 19 | DBV TECHNOLOGIES S A | DBVT | 23306J309 | $5.5M | 1.57% | 265,000 | SH |
| 20 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $5.3M | 1.52% | 536,946 | SH |
| 21 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $5.3M | 1.50% | 177,600 | SH |
| 22 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $4.0M | 1.14% | 38,000 | SH |
| 23 | UROGEN PHARMA LTD | URGN | M96088105 | $4.0M | 1.12% | 220,000 | SH |
| 24 | ALUMIS INC | ALMS | 022307102 | $2.9M | 0.81% | 130,000 | SH |
| 25 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $2.7M | 0.75% | 47,000 | SH |
| 26 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $2.2M | 0.63% | 207,900 | SH |
| 27 | APELLIS PHARMACEUTICALS INC | APLS | 03753U106 | $2.0M | 0.57% | 50,000 | SH |
| 28 | ALECTOR INC | ALEC | 014442107 | $1.9M | 0.55% | 900,000 | SH |
| 29 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $1.8M | 0.50% | 58,248 | SH |
| 30 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $1.6M | 0.44% | 112,000 | SH |
| 31 | ENGENE HOLDINGS INC | ENGNW | 29286M105 | $1.4M | 0.41% | 210,000 | SH |
| 32 | WAVE LIFE SCIENCES LTD | WVE | Y95308105 | $1.3M | 0.37% | 177,846 | SH |
| 33 | SUPERNUS PHARMACEUTICALS | SUPN | 868459108 | $1.0M | 0.29% | 20,000 | SH |
| 34 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $315.0K | 0.09% | 10,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $352.2M | 34 | 0001013594-26-000602 |
| 2025-12-31 | 2026-02-17 | $338.9M | 34 | 0001013594-26-000245 |