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Elmind Capital, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2052213
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare100.0%$398.0M

AUM History

13fpro.ai/research/fund/elmind-capital-lp-2052213

Conviction and streaks

Diversifying · top 10 = 66.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

PCVX$PCVXAccumulating+55% shares · 2 quarters runningTVTX$TVTXAccumulating+166% shares · 2 quarters runningCGEM$CGEMAccumulating+123% shares · 2 quarters runningBCRX$BCRXTrimming-76% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/elmind-capital-lp-2052213

Elmind Capital, LP 13F holdings — Q2 2026

$398.0M portfolio (+13.0% QoQ) · 35 holdings · Q2 2026 13F · top 10 are 67% of the stock portfolio

All holdings — Elmind Capital, LP (Q2 2026)

35 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
LEGN$LEGNLegend Biotech Corpadr$16.5MNew
BEAM$BEAMBeam Therapeutics Inc.$16.3M—
CGEM$CGEMCullinan Therapeutics, Inc.$12.6M+30%
NRIX$NRIXNurix Therapeutics, Inc.$11.2M—
KRYS$KRYSKrystal Biotech, Inc.$8.2M—
UTHR$UTHRUNITED THERAPEUTICS Corp$8.1M—
SMMT$SMMTSummit Therapeutics Inc.$7.2MNew
INSM$INSMINSMED Inc$6.9MNew
BCRX$BCRXBIOCRYST PHARMACEUTICALS INC$5.2M-48%
MBX$MBXMBX Biosciences, Inc.$5.0M-57%
PTGX$PTGXProtagonist Therapeutics, Inc$4.7M—
URGN$URGNUroGen Pharma Ltd.$4.4M-45%
DBVT$DBVTDBV Technologies S.A.adr$4.3M—
ALMS$ALMSALUMIS INC.$3.7M—
SUPN$SUPNSUPERNUS PHARMACEUTICALS, INC.$3.3M+250%

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 9 added to, 6 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • LEGN$LEGNLegend Biotech Corp$16.5M

    first bought this quarter

  • SMMT$SMMTSummit Therapeutics Inc.$7.2M

    first bought this quarter

  • INSM$INSMINSMED Inc$6.9M

    first bought this quarter

  • SEPN$SEPNSepterna, Inc.$1.7M

    first bought this quarter

  • STRO$STROSUTRO BIOPHARMA, INC.$1.1M

    first bought this quarter

Added to (9)

  • RLAY$RLAYRelay Therapeutics, Inc.+173%

    now $27.4M · held 3+ qtrs

  • VRDN$VRDNViridian Therapeutics, Inc.\DE+84%

    now $18.1M · held 3+ qtrs

  • PCVX$PCVXVaxcyte, Inc.+43%

    now $26.3M · held 3+ qtrs, 2 adds in a row

  • TVTX$TVTXTravere Therapeutics, Inc.+65%

    now $16.6M · held 3+ qtrs, 2 adds in a row

  • CLDX$CLDXCelldex Therapeutics, Inc.+14%

    now $36.8M · held 3+ qtrs

  • CGEM$CGEMCullinan Therapeutics, Inc.+30%

    now $12.6M · held 3+ qtrs, 2 adds in a row

+3 more in the Excel export

Trimmed (6)

  • TYRA$TYRATyra Biosciences, Inc.-94%

    now $639K · held 3+ qtrs

  • MBX$MBXMBX Biosciences, Inc.-57%

    now $5.0M · held 3+ qtrs

  • BCRX$BCRXBIOCRYST PHARMACEUTICALS INC-48%

    now $5.2M · held 3+ qtrs, 2 trims in a row

  • URGN$URGNUroGen Pharma Ltd.-45%

    now $4.4M · held 3+ qtrs

  • VERA$VERAVera Therapeutics, Inc.-10%

    now $18.7M · held 3+ qtrs

  • DSGN$DSGNDesign Therapeutics, Inc.-48%

    now $1.6M · held 3+ qtrs

Sold out (4)

  • KALV$KALVKalVista Pharmaceuticals, Inc.was $20.6M

    held 2+ qtrs

  • CGON$CGONCG Oncology, Inc.was $19.7M

    held 2+ qtrs

  • APLS$APLSApellis Pharmaceuticals, Inc.was $2.0M

    held 2+ qtrs

  • EWTX$EWTXEdgewise Therapeutics, Inc.was $315K

    held 2+ qtrs

Firm AUM (Form ADV): $613.6M as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F Elmind Capital, LP has filed, 2 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Elmind Capital's top 20 holdings: 30/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

-17.4%

Value-weighted move of the 10 largest stock positions

Turnover

19%

Last quarter

Top 10 weight

67%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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.

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AI-Powered Hedge Fund Analysis: Elmind Capital, LP

13F Pro is an AI hedge fund tracker and stock research platform. For Elmind Capital, LP (SEC CIK: 2052213), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Elmind Capital, LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.