Elmind Capital, LP
Reported holdings as of Q2 2026, from 3 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| COGENT BIOSCIENCES INC | COGT | $45.3M | 1,170,740 | -1.41pp | 3q | HELD | |
| SYNDAX PHARMACEUTICALS INC | SNDX | $40.6M | 1,855,000 | -2.12pp | 3q | HELD | |
| CELLDEX THERAPEUTICS INC NEW | CLDX | $36.8M | 990,000 | +1.46pp | 3q | +14.5%+$4.7M | |
| RELAY THERAPEUTICS INC | RLAY | $27.4M | 1,465,279 | +5.37pp | 3q | +172.9%+$17.4M | |
| VAXCYTE INC | PCVX | $26.3M | 452,340 | +1.38pp | 3q | +42.9%+$7.9M | |
| VERA THERAPEUTICS INC | VERA | $18.7M | 436,518 | -0.81pp | 3q | -9.5%-$2.0M | |
| PHARVARIS N V | PHVS | $18.2M | 525,750 | +0.75pp | 3q | +10.5%+$1.7M | |
| VIRIDIAN THERAPEUTICS INC | VRDN | $18.1M | 984,931 | +1.57pp | 3q | +84.1%+$8.3M | |
| CYTOMX THERAPEUTICS INC | CTMX | $17.1M | 4,550,000 | -1.78pp | 3q | HELD | |
| TRAVERE THERAPEUTICS INC | TVTX | $16.6M | 292,600 | +2.68pp | 3q | +64.8%+$6.5M | |
| LEGEND BIOTECH CORP | LEGN | $16.5M | 570,569 | - | new | NEW | |
| BEAM THERAPEUTICS INC | BEAM | $16.3M | 476,338 | +0.88pp | 3q | HELD | |
| CULLINAN THERAPEUTICS INC | CGEM | $12.6M | 690,000 | +1.02pp | 3q | +30.2%+$2.9M | |
| NURIX THERAPEUTICS INC | NRIX | $11.2M | 460,000 | +0.78pp | 3q | HELD | |
| KRYSTAL BIOTECH INC | KRYS | $8.2M | 22,000 | +0.44pp | 3q | HELD | |
| UNITED THERAPEUTICS CORP DEL | UTHR | $8.1M | 15,000 | -0.48pp | 3q | HELD | |
| SUMMIT THERAPEUTICS INC | SMMT | $7.2M | 493,820 | - | new | NEW | |
| INSMED INC | INSM | $6.9M | 65,000 | - | new | NEW | |
| BIOCRYST PHARMACEUTICALS INC | BCRX | $5.2M | 520,000 | -1.40pp | 3q | -48.0%-$4.8M | |
| MBX BIOSCIENCES INC | MBX | $5.0M | 91,000 | -0.53pp | 3q | -56.9%-$6.6M | |
| PROTAGONIST THERAPEUTICS INC | PTGX | $4.7M | 38,000 | +0.03pp | 3q | HELD | |
| UROGEN PHARMA LTD | URGN | $4.4M | 120,000 | -0.01pp | 3q | -45.5%-$3.7M | |
| DBV TECHNOLOGIES S A | DBVT | $4.3M | 265,000 | -0.48pp | 2q | HELD | |
| ALUMIS INC | ALMS | $3.7M | 130,000 | +0.11pp | 2q | HELD | |
| SUPERNUS PHARMACEUTICALS | SUPN | $3.3M | 70,000 | +0.52pp | 3q | +250.0%+$2.3M | |
| BIOMARIN PHARMACEUTICAL INC | BMRN | $2.7M | 47,000 | -0.08pp | 3q | HELD | |
| IMMUNOCORE HLDGS PLC | IMCR | $2.6M | 81,143 | +0.15pp | 3q | +39.3%+$726.9K | |
| AMYLYX PHARMACEUTICALS INC | AMLX | $2.0M | 112,000 | +0.06pp | 3q | HELD | |
| ALECTOR INC | ALEC | $1.8M | 900,000 | -0.09pp | 3q | HELD | |
| SEPTERNA INC | SEPN | $1.7M | 49,444 | - | new | NEW | |
| DESIGN THERAPEUTICS INC | DSGN | $1.6M | 107,900 | -0.24pp | 3q | -48.1%-$1.4M | |
| SUTRO BIOPHARMA INC | STRO | $1.1M | 32,037 | - | new | NEW | |
| WAVE LIFE SCIENCES LTD | WVE | $1.0M | 177,846 | -0.11pp | 3q | HELD | |
| TYRA BIOSCIENCES INC | TYRA | $638.8K | 20,000 | -3.65pp | 3q | -94.3%-$10.5M | |
| Engene Therapeutics Inc | ENGN | $363.3K | 210,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $398.0M | 100.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $398.0M | 35 | 6 | 9 | 6 | 5 | 66.6% | 45 |
| Q1 2026 | $352.2M | 34 | 2 | 7 | 6 | 2 | 68.8% | 45 |
| Q4 2025 | $338.9M | 34 | 0 | 0 | 0 | 0 | 68.5% | 48 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.