HolderBook

Elmind Capital, LP

Reported holdings as of Q2 2026, from 3 quarterly filings.

CIK
2052213
Reported value
$398.0M
Positions
35
Top 10 weight
66.6%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
COGENT BIOSCIENCES INCCOGT$45.3M1,170,74011.38%-1.41pp3qHELD
SYNDAX PHARMACEUTICALS INCSNDX$40.6M1,855,00010.19%-2.12pp3qHELD
CELLDEX THERAPEUTICS INC NEWCLDX$36.8M990,0009.25%+1.46pp3q+14.5%+$4.7M
RELAY THERAPEUTICS INCRLAY$27.4M1,465,2796.89%+5.37pp3q+172.9%+$17.4M
VAXCYTE INCPCVX$26.3M452,3406.61%+1.38pp3q+42.9%+$7.9M
VERA THERAPEUTICS INCVERA$18.7M436,5184.71%-0.81pp3q-9.5%-$2.0M
PHARVARIS N VPHVS$18.2M525,7504.57%+0.75pp3q+10.5%+$1.7M
VIRIDIAN THERAPEUTICS INCVRDN$18.1M984,9314.55%+1.57pp3q+84.1%+$8.3M
CYTOMX THERAPEUTICS INCCTMX$17.1M4,550,0004.29%-1.78pp3qHELD
TRAVERE THERAPEUTICS INCTVTX$16.6M292,6004.18%+2.68pp3q+64.8%+$6.5M
LEGEND BIOTECH CORPLEGN$16.5M570,5694.14%-newNEW
BEAM THERAPEUTICS INCBEAM$16.3M476,3384.11%+0.88pp3qHELD
CULLINAN THERAPEUTICS INCCGEM$12.6M690,0003.16%+1.02pp3q+30.2%+$2.9M
NURIX THERAPEUTICS INCNRIX$11.2M460,0002.80%+0.78pp3qHELD
KRYSTAL BIOTECH INCKRYS$8.2M22,0002.05%+0.44pp3qHELD
UNITED THERAPEUTICS CORP DELUTHR$8.1M15,0002.04%-0.48pp3qHELD
SUMMIT THERAPEUTICS INCSMMT$7.2M493,8201.81%-newNEW
INSMED INCINSM$6.9M65,0001.74%-newNEW
BIOCRYST PHARMACEUTICALS INCBCRX$5.2M520,0001.31%-1.40pp3q-48.0%-$4.8M
MBX BIOSCIENCES INCMBX$5.0M91,0001.26%-0.53pp3q-56.9%-$6.6M
PROTAGONIST THERAPEUTICS INCPTGX$4.7M38,0001.17%+0.03pp3qHELD
UROGEN PHARMA LTDURGN$4.4M120,0001.11%-0.01pp3q-45.5%-$3.7M
DBV TECHNOLOGIES S ADBVT$4.3M265,0001.09%-0.48pp2qHELD
ALUMIS INCALMS$3.7M130,0000.92%+0.11pp2qHELD
SUPERNUS PHARMACEUTICALSSUPN$3.3M70,0000.82%+0.52pp3q+250.0%+$2.3M
BIOMARIN PHARMACEUTICAL INCBMRN$2.7M47,0000.68%-0.08pp3qHELD
IMMUNOCORE HLDGS PLCIMCR$2.6M81,1430.65%+0.15pp3q+39.3%+$726.9K
AMYLYX PHARMACEUTICALS INCAMLX$2.0M112,0000.51%+0.06pp3qHELD
ALECTOR INCALEC$1.8M900,0000.45%-0.09pp3qHELD
SEPTERNA INCSEPN$1.7M49,4440.42%-newNEW
DESIGN THERAPEUTICS INCDSGN$1.6M107,9000.39%-0.24pp3q-48.1%-$1.4M
SUTRO BIOPHARMA INCSTRO$1.1M32,0370.27%-newNEW
WAVE LIFE SCIENCES LTDWVE$1.0M177,8460.26%-0.11pp3qHELD
TYRA BIOSCIENCES INCTYRA$638.8K20,0000.16%-3.65pp3q-94.3%-$10.5M
Engene Therapeutics IncENGN$363.3K210,0000.09%-newNEW

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Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date.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.

Biotech & Pharma 100.0%
 
SectorValueShare
Biotech & Pharma$398.0M100.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$398.0M35696566.6%45
Q1 2026$352.2M34276268.8%45
Q4 2025$338.9M34000068.5%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.