Elmind Capital, LP
CIK 2052213 · View on SEC EDGAR ↗
- Portfolio value
- $398.0M
- Positions
- 35
- As of
- June 30, 2026
#4,379 of 9,443 by 13F value · top 46.4%
Portfolio value QoQ: +13.0% 13F does not disclose cash
- Top 10 holdings weight
- 66.60%
- Top 25 holdings weight
- 96.13%
- Positions above 1%
- 23
- Effective number of positions
- 17.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 19.49% Est. buys $86,097,503 · sells $73,128,681
- New positions
- 6
- Increased
- 9
- Decreased
- 6
- Closed
- 5
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 95.2% · Options excluded: 0.0%
Sector breakdown
Healthcare
99.9%
Other/Unmapped
0.1%
Full portfolio 35 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| COGT Cogent Biosciences, Inc. - Common Stock | $45,307,638 | 11.38% | 1,170,740 | $245,855 | |||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $40,550,300 | 10.19% | 1,855,000 | $-2,782,500 | |||
| CLDX Celldex Therapeutics, Inc. - Common Stock | $36,837,900 | 9.25% | 990,000 | $9,400,100 | Up ×1 | ||
| RLAY Relay Therapeutics, Inc. - Common Stock | $27,415,370 | 6.89% | 1,465,279 | $22,072,757 | Up ×1 | ||
| PCVX Vaxcyte, Inc. - Common Stock | $26,294,524 | 6.61% | 452,340 | $7,902,709 | Up ×2 | ||
| VERA Vera Therapeutics, Inc. - Class A Common Stock | $18,730,987 | 4.71% | 436,518 | $-679,988 | Down ×1 | ||
| PHVS Pharvaris N.V. - Ordinary Shares | $18,180,435 | 4.57% | 525,750 | $4,740,497 | Up ×1 | ||
| VRDN Viridian Therapeutics, Inc. - Common Stock | $18,093,182 | 4.55% | 984,931 | $7,629,932 | Up ×1 | ||
| CTMX CytomX Therapeutics, Inc. - Common Stock | $17,062,500 | 4.29% | 4,550,000 | $-4,322,500 | |||
| TVTX Travere Therapeutics, Inc. - Common Stock | $16,622,606 | 4.18% | 292,600 | $11,346,110 | Up ×2 | ||
| LEGN Legend Biotech Corporation - American Depositary Shares | $16,478,033 | 4.14% | 570,569 | Up ×1 | |||
| BEAM Beam Therapeutics Inc. - Common Stock | $16,347,920 | 4.11% | 476,338 | $4,996,785 | |||
| CGEM Cullinan Therapeutics, Inc. - Common Stock | $12,564,900 | 3.16% | 690,000 | $5,033,600 | Up ×2 | ||
| NRIX Nurix Therapeutics, Inc. - Common stock | $11,159,600 | 2.80% | 460,000 | $4,029,600 | |||
| KRYS Krystal Biotech, Inc. - Common Stock | $8,176,740 | 2.05% | 22,000 | $2,493,700 | |||
| UTHR United Therapeutics Corporation - Common Stock | $8,127,450 | 2.04% | 15,000 | $-767,250 | |||
| SMMT Summit Therapeutics Inc. - Common Stock | $7,194,957 | 1.81% | 493,820 | Up ×1 | |||
| INSM Insmed Incorporated - Common Stock | $6,930,300 | 1.74% | 65,000 | Up ×1 | |||
| BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | $5,200,000 | 1.31% | 520,000 | $-4,320,000 | Down ×2 | ||
| MBX MBX Biosciences, Inc. - Common Stock | $5,023,200 | 1.26% | 91,000 | $-1,275,150 | Down ×1 | ||
| PTGX Protagonist Therapeutics, Inc. - Common Stock | $4,658,040 | 1.17% | 38,000 | $652,840 | |||
| URGN UroGen Pharma Ltd. - Ordinary Shares | $4,416,000 | 1.11% | 120,000 | $460,400 | Down ×1 | ||
| DBVT DBV Technologies S.A. - American Depositary Shares | $4,346,000 | 1.09% | 265,000 | $-1,189,850 | |||
| ALMS Alumis Inc. - Common Stock | $3,658,200 | 0.92% | 130,000 | $794,300 | |||
| SUPN Supernus Pharmaceuticals, Inc. - Common Stock | $3,255,700 | 0.82% | 70,000 | $2,221,900 | Up ×1 | ||
| BMRN BioMarin Pharmaceutical Inc. - Common Stock | $2,689,340 | 0.68% | 47,000 | $34,310 | |||
| IMCR Immunocore Holdings plc - American Depositary Shares | $2,576,290 | 0.65% | 81,143 | $820,113 | Up ×1 | ||
| AMLX Amylyx Pharmaceuticals, Inc. - Common Stock | $2,011,520 | 0.51% | 112,000 | $454,720 | |||
| ALEC Alector, Inc. - Common Stock | $1,809,000 | 0.45% | 900,000 | $-126,000 | |||
| SEPN Septerna, Inc. - Common Stock | $1,655,880 | 0.42% | 49,444 | Up ×1 | |||
| DSGN Design Therapeutics, Inc. - Common Stock | $1,561,313 | 0.39% | 107,900 | $-650,743 | Down ×1 | ||
| STRO Sutro Biopharma, Inc. - Common Stock | $1,063,628 | 0.27% | 32,037 | Up ×1 | |||
| WVE Wave Life Sciences Ltd. - Ordinary Shares | $1,033,285 | 0.26% | 177,846 | $-256,099 | |||
| TYRA Tyra Biosciences, Inc. - Common Stock | $638,800 | 0.16% | 20,000 | $-12,766,200 | Down ×1 | ||
| Unknown issuer (CUSIP: 29286X101) | $363,300 | 0.09% | 210,000 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| TVTX | Bought more | +115K | +$11.3M |
| CLDX | Bought more | +125K | +$9.4M |
| PCVX | Bought more | +136K | +$7.9M |
| VRDN | Bought more | +450K | +$7.6M |
| CGEM | Bought more | +160K | +$5.0M |
| BEAM | Price move only | +0 | +$5.0M |
| PHVS | Bought more | +50K | +$4.7M |
| CTMX | Price move only | +0 | -$4.3M |
| BCRX | Trimmed | -480K | -$4.3M |
| NRIX | Price move only | +0 | +$4.0M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| KALV | June 30, 2026 | 1,021,300 | $20,558,769 | No longer tracked |
| CGON | June 30, 2026 | 291,800 | $19,749,024 | 10.5% |
| DVAX | March 31, 2026 | 679,900 | $10,456,862 | No longer tracked |
| LQDA | March 31, 2026 | 90,000 | $3,104,100 | 95.7% |
| APLS | June 30, 2026 | 50,000 | $2,011,500 | No longer tracked |
| ENGN | June 30, 2026 | 210,000 | $1,430,100 | 1.2% |
| EWTX | June 30, 2026 | 10,000 | $315,000 | 13.7% |