Elmind Capital, LP
13F Reported Value
ⓘ$352.2M
Holdings
34
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Elmind Capital, LP disclosed 34 positions worth $352.2M in its Form 13F-HR for Q1 2026, led by $COGT (Cogent Biosciences, Inc.) at 12.8% of the equity portfolio, followed by $SNDX and $CLDX. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $DBVT and a full exit from $DVAX. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Elmind Capital, LP’s Form 13F-HR filing with the SEC under CIK 2052213.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$45.1M1,170,740 sh - 30.0#2,378
Quality
$43.3M1,855,000 sh - 13.2#2,770
Quality
$27.4M865,000 sh - 19.1
Quality
$21.4M4,550,000 sh - 25.9
Quality
$20.6M1,021,300 sh - 28.0
Quality
$19.7M291,800 sh - —
Quality
$19.4M482,500 sh - —
Quality
$18.4M316,500 sh - —
Quality
$13.4M475,750 sh - —
Quality
$13.4M350,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cogent Biosciences, Inc.$COGT | — | $45.1M | 1,170,740 |
 Syndax Pharmaceuticals Inc$SNDX | 30.0#2,378 | $43.3M | 1,855,000 |
 Celldex Therapeutics, Inc.$CLDX | 13.2#2,770 | $27.4M | 865,000 |
 CytomX Therapeutics, Inc.$CTMX | 19.1 | $21.4M | 4,550,000 |
 KalVista Pharmaceuticals, Inc.$KALV | 25.9 | $20.6M | 1,021,300 |
 CG Oncology, Inc.$CGON | 28.0 | $19.7M | 291,800 |
 Vera Therapeutics, Inc.$VERA | — | $19.4M | 482,500 |
 Vaxcyte, Inc.$PCVX | — | $18.4M | 316,500 |
 Pharvaris N.V.$PHVS | — | $13.4M | 475,750 |
 Tyra Biosciences, Inc.$TYRA | — | $13.4M | 350,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Elmind Capital, LP's 34 positions.
Showing top 10 of 34 holdings.
Sector Allocation
Healthcare
$352.2M
Full Holdings — Elmind Capital, LP (Q1 2026)
All 34 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $COGT | Cogent Biosciences, Inc. | $45.1M | 12.8% | +0% | — |
| 2 | $SNDX | Syndax Pharmaceuticals Inc | $43.3M | 12.3% | +0% | 30 |
| 3 | $CLDX | Celldex Therapeutics, Inc. | $27.4M | 7.8% | +0% | 13.2 |
| 4 | $CTMX | CytomX Therapeutics, Inc. | $21.4M | 6.1% | +550% | 19.1 |
| 5 | $KALV | KalVista Pharmaceuticals, Inc. | $20.6M | 5.8% | +27% | 25.9 |
| 6 | $CGON | CG Oncology, Inc. | $19.7M | 5.6% | -41% | 28 |
| 7 | $VERA | Vera Therapeutics, Inc. | $19.4M | 5.5% | +0% | — |
| 8 | $PCVX | Vaxcyte, Inc. | $18.4M | 5.2% | +9% | — |
| 9 | $PHVS | Pharvaris N.V. | $13.4M | 3.8% | +0% | — |
| 10 | $TYRA | Tyra Biosciences, Inc. | $13.4M | 3.8% | +0% | — |
| 11 |  $BEAM | Beam Therapeutics Inc. | $11.4M | 3.2% | +0% | 12.1 |
| 12 |  $VRDN | Viridian Therapeutics, Inc.\DE | $10.5M | 3.0% | -38% | 30.5 |
| 13 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $9.5M | 2.7% | -53% | 37.2 |
| 14 |  $UTHR | UNITED THERAPEUTICS Corp | $8.9M | 2.5% | +36% | 80.1 |
| 15 |  $CGEM | Cullinan Therapeutics, Inc. | $7.5M | 2.1% | +71% | — |
| 16 |  $NRIX | Nurix Therapeutics, Inc. | $7.1M | 2.0% | +0% | 13.2 |
| 17 |  $MBX | MBX Biosciences, Inc. | $6.3M | 1.8% | +0% | — |
| 18 |  $KRYS | Krystal Biotech, Inc. | $5.7M | 1.6% | +0% | 75.9 |
| 19 |  $DBVT | DBV Technologies S.A. | $5.5M | 1.6% | NEW | 6.1 |
| 20 |  $RLAY | Relay Therapeutics, Inc. | $5.3M | 1.5% | +0% | 12.7 |
| 21 |  $TVTX | Travere Therapeutics, Inc. | $5.3M | 1.5% | +61% | 39.2 |
| 22 |  $PTGX | Protagonist Therapeutics, Inc | $4.0M | 1.1% | +0% | 24.8 |
| 23 |  $URGN | UroGen Pharma Ltd. | $4.0M | 1.1% | +120% | — |
| 24 |  $ALMS | ALUMIS INC. | $2.9M | 0.8% | NEW | 9.2 |
| 25 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $2.7M | 0.8% | -43% | 74.1 |
| 26 |  $DSGN | Design Therapeutics, Inc. | $2.2M | 0.6% | +0% | — |
| 27 |  $APLS | Apellis Pharmaceuticals, Inc. | $2.0M | 0.6% | +0% | 63.9 |
| 28 |  $ALEC | Alector, Inc. | $1.9M | 0.6% | +0% | 8.9 |
| 29 |  $IMCR | Immunocore Holdings plc | $1.8M | 0.5% | +0% | — |
| 30 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $1.6M | 0.4% | +0% | — |
| 31 |  $ENGN | enGene Therapeutics Inc. | $1.4M | 0.4% | +0% | — |
| 32 |  $WVE | Wave Life Sciences Ltd. | $1.3M | 0.4% | -60% | — |
| 33 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $1.0M | 0.3% | +0% | 45.3 |
| 34 |  $EWTX | Edgewise Therapeutics, Inc. | $315,000 | 0.1% | -67% | — |
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