Elmind Capital, LP
13F Reported Value
ⓘ$398.0M
Holdings
35
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Elmind Capital, LP disclosed 35 positions worth $398.0M in its Form 13F-HR for Q2 2026, led by $COGT (Cogent Biosciences, Inc.) at 11.4% of the equity portfolio, followed by $SNDX and $CLDX. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $LEGN and a full exit from $KALV. 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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$45.3M1,170,740 sh - 33.8#2,378
Quality
$40.6M1,855,000 sh - 8.4#2,930
Quality
$36.8M990,000 sh - 19.5
Quality
$27.4M1,465,279 sh - —
Quality
$26.3M452,340 sh - —
Quality
$18.7M436,518 sh - —
Quality
$18.2M525,750 sh - 27.2
Quality
$18.1M984,931 sh - 8.7
Quality
$17.1M4,550,000 sh - 56.6
Quality
$16.6M292,600 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cogent Biosciences, Inc.$COGT | — | $45.3M | 1,170,740 |
 Syndax Pharmaceuticals Inc$SNDX | 33.8#2,378 | $40.6M | 1,855,000 |
 Celldex Therapeutics, Inc.$CLDX | 8.4#2,930 | $36.8M | 990,000 |
 Relay Therapeutics, Inc.$RLAY | 19.5 | $27.4M | 1,465,279 |
 Vaxcyte, Inc.$PCVX | — | $26.3M | 452,340 |
 Vera Therapeutics, Inc.$VERA | — | $18.7M | 436,518 |
 Pharvaris N.V.$PHVS | — | $18.2M | 525,750 |
 Viridian Therapeutics, Inc.\DE$VRDN | 27.2 | $18.1M | 984,931 |
 CytomX Therapeutics, Inc.$CTMX | 8.7 | $17.1M | 4,550,000 |
 Travere Therapeutics, Inc.$TVTX | 56.6 | $16.6M | 292,600 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Elmind Capital, LP's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Healthcare
$398.0M
Full Holdings — Elmind Capital, LP (Q2 2026)
All 35 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. | $45.3M | 11.4% | +0% | — |
| 2 | $SNDX | Syndax Pharmaceuticals Inc | $40.6M | 10.2% | +0% | 33.8 |
| 3 | $CLDX | Celldex Therapeutics, Inc. | $36.8M | 9.3% | +14% | 8.4 |
| 4 | $RLAY | Relay Therapeutics, Inc. | $27.4M | 6.9% | +173% | 19.5 |
| 5 | $PCVX | Vaxcyte, Inc. | $26.3M | 6.6% | +43% | — |
| 6 | $VERA | Vera Therapeutics, Inc. | $18.7M | 4.7% | -10% | — |
| 7 | $PHVS | Pharvaris N.V. | $18.2M | 4.6% | +11% | — |
| 8 | $VRDN | Viridian Therapeutics, Inc.\DE | $18.1M | 4.5% | +84% | 27.2 |
| 9 | $CTMX | CytomX Therapeutics, Inc. | $17.1M | 4.3% | +0% | 8.7 |
| 10 | $TVTX | Travere Therapeutics, Inc. | $16.6M | 4.2% | +65% | 56.6 |
| 11 |  $LEGN | Legend Biotech Corp | $16.5M | 4.1% | NEW | 47.8 |
| 12 |  $BEAM | Beam Therapeutics Inc. | $16.3M | 4.1% | +0% | 34.2 |
| 13 |  $CGEM | Cullinan Therapeutics, Inc. | $12.6M | 3.2% | +30% | — |
| 14 |  $NRIX | Nurix Therapeutics, Inc. | $11.2M | 2.8% | +0% | 6.4 |
| 15 |  $KRYS | Krystal Biotech, Inc. | $8.2M | 2.0% | +0% | 79.2 |
| 16 |  $UTHR | UNITED THERAPEUTICS Corp | $8.1M | 2.0% | +0% | 71.3 |
| 17 |  $SMMT | Summit Therapeutics Inc. | $7.2M | 1.8% | NEW | — |
| 18 |  $INSM | INSMED Inc | $6.9M | 1.7% | NEW | 39.4 |
| 19 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $5.2M | 1.3% | -48% | 53.2 |
| 20 |  $MBX | MBX Biosciences, Inc. | $5.0M | 1.3% | -57% | — |
| 21 |  $PTGX | Protagonist Therapeutics, Inc | $4.7M | 1.2% | +0% | 59.4 |
| 22 |  $URGN | UroGen Pharma Ltd. | $4.4M | 1.1% | -45% | — |
| 23 |  $DBVT | DBV Technologies S.A. | $4.3M | 1.1% | +0% | — |
| 24 |  $ALMS | ALUMIS INC. | $3.7M | 0.9% | +0% | 7.1 |
| 25 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $3.3M | 0.8% | +250% | 41.9 |
| 26 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $2.7M | 0.7% | +0% | 58.2 |
| 27 |  $IMCR | Immunocore Holdings plc | $2.6M | 0.7% | +39% | — |
| 28 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $2.0M | 0.5% | +0% | 8.7 |
| 29 |  $ALEC | Alector, Inc. | $1.8M | 0.5% | +0% | 10.9 |
| 30 |  $SEPN | Septerna, Inc. | $1.7M | 0.4% | NEW | 59.2 |
| 31 |  $DSGN | Design Therapeutics, Inc. | $1.6M | 0.4% | -48% | — |
| 32 |  $STRO | SUTRO BIOPHARMA, INC. | $1.1M | 0.3% | NEW | 15.3 |
| 33 |  $WVE | Wave Life Sciences, Inc. | $1.0M | 0.3% | +0% | 7.5 |
| 34 |  $TYRA | Tyra Biosciences, Inc. | $638,800 | 0.2% | -94% | — |
| 35 |  $ENGN | enGene Therapeutics Inc. | $363,300 | 0.1% | +0% | — |
New Positions (5)
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