# Elmind Capital, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2052213. Source: https://holderbook.com/funds/2052213-elmind-capital-lp/

- Reported value: $398.0M
- Positions: 35
- Weight of the ten largest: 66.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $45.3M | 1,170,740 | 11.4% | 3 |
| SYNDAX PHARMACEUTICALS INC | [SNDX](https://holderbook.com/stocks/SNDX/) | $40.6M | 1,855,000 | 10.2% | 3 |
| CELLDEX THERAPEUTICS INC NEW | [CLDX](https://holderbook.com/stocks/CLDX/) | $36.8M | 990,000 | 9.3% | 3 |
| RELAY THERAPEUTICS INC | [RLAY](https://holderbook.com/stocks/RLAY/) | $27.4M | 1,465,279 | 6.9% | 3 |
| VAXCYTE INC | [PCVX](https://holderbook.com/stocks/PCVX/) | $26.3M | 452,340 | 6.6% | 3 |
| VERA THERAPEUTICS INC | [VERA](https://holderbook.com/stocks/VERA/) | $18.7M | 436,518 | 4.7% | 3 |
| PHARVARIS N V | [PHVS](https://holderbook.com/stocks/PHVS/) | $18.2M | 525,750 | 4.6% | 3 |
| VIRIDIAN THERAPEUTICS INC | [VRDN](https://holderbook.com/stocks/VRDN/) | $18.1M | 984,931 | 4.5% | 3 |
| CYTOMX THERAPEUTICS INC | [CTMX](https://holderbook.com/stocks/CTMX/) | $17.1M | 4,550,000 | 4.3% | 3 |
| TRAVERE THERAPEUTICS INC | [TVTX](https://holderbook.com/stocks/TVTX/) | $16.6M | 292,600 | 4.2% | 3 |
| LEGEND BIOTECH CORP | [LEGN](https://holderbook.com/stocks/LEGN/) | $16.5M | 570,569 | 4.1% | 1 |
| BEAM THERAPEUTICS INC | [BEAM](https://holderbook.com/stocks/BEAM/) | $16.3M | 476,338 | 4.1% | 3 |
| CULLINAN THERAPEUTICS INC | [CGEM](https://holderbook.com/stocks/CGEM/) | $12.6M | 690,000 | 3.2% | 3 |
| NURIX THERAPEUTICS INC | [NRIX](https://holderbook.com/stocks/NRIX/) | $11.2M | 460,000 | 2.8% | 3 |
| KRYSTAL BIOTECH INC | [KRYS](https://holderbook.com/stocks/KRYS/) | $8.2M | 22,000 | 2.1% | 3 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $8.1M | 15,000 | 2.0% | 3 |
| SUMMIT THERAPEUTICS INC | [SMMT](https://holderbook.com/stocks/SMMT/) | $7.2M | 493,820 | 1.8% | 1 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $6.9M | 65,000 | 1.7% | 1 |
| BIOCRYST PHARMACEUTICALS INC | [BCRX](https://holderbook.com/stocks/BCRX/) | $5.2M | 520,000 | 1.3% | 3 |
| MBX BIOSCIENCES INC | [MBX](https://holderbook.com/stocks/MBX/) | $5.0M | 91,000 | 1.3% | 3 |
| PROTAGONIST THERAPEUTICS INC | [PTGX](https://holderbook.com/stocks/PTGX/) | $4.7M | 38,000 | 1.2% | 3 |
| UROGEN PHARMA LTD | [URGN](https://holderbook.com/stocks/URGN/) | $4.4M | 120,000 | 1.1% | 3 |
| DBV TECHNOLOGIES S A | [DBVT](https://holderbook.com/stocks/DBVT/) | $4.3M | 265,000 | 1.1% | 2 |
| ALUMIS INC | [ALMS](https://holderbook.com/stocks/ALMS/) | $3.7M | 130,000 | 0.9% | 2 |
| SUPERNUS PHARMACEUTICALS | [SUPN](https://holderbook.com/stocks/SUPN/) | $3.3M | 70,000 | 0.8% | 3 |
| BIOMARIN PHARMACEUTICAL INC | [BMRN](https://holderbook.com/stocks/BMRN/) | $2.7M | 47,000 | 0.7% | 3 |
| IMMUNOCORE HLDGS PLC | [IMCR](https://holderbook.com/stocks/IMCR/) | $2.6M | 81,143 | 0.6% | 3 |
| AMYLYX PHARMACEUTICALS INC | [AMLX](https://holderbook.com/stocks/AMLX/) | $2.0M | 112,000 | 0.5% | 3 |
| ALECTOR INC | [ALEC](https://holderbook.com/stocks/ALEC/) | $1.8M | 900,000 | 0.5% | 3 |
| SEPTERNA INC | [SEPN](https://holderbook.com/stocks/SEPN/) | $1.7M | 49,444 | 0.4% | 1 |
| DESIGN THERAPEUTICS INC | [DSGN](https://holderbook.com/stocks/DSGN/) | $1.6M | 107,900 | 0.4% | 3 |
| SUTRO BIOPHARMA INC | [STRO](https://holderbook.com/stocks/STRO/) | $1.1M | 32,037 | 0.3% | 1 |
| WAVE LIFE SCIENCES LTD | [WVE](https://holderbook.com/stocks/WVE/) | $1.0M | 177,846 | 0.3% | 3 |
| TYRA BIOSCIENCES INC | [TYRA](https://holderbook.com/stocks/TYRA/) | $638.8K | 20,000 | 0.2% | 3 |
| Engene Therapeutics Inc | [ENGN](https://holderbook.com/stocks/ENGN/) | $363.3K | 210,000 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.0% | +14.8% | -4.9% | 94% |
| Q1 2026 | +6.3% | -4.6% | +10.9% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $398.0M | 35 |
| Q1 2026 | $352.2M | 34 |
| Q4 2025 | $338.9M | 34 |