Elmind Capital, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 2052213) · Explore on the interactive board
Elmind Capital, LP disclosed 35 US equity positions worth $398.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is COGT at 11.4% of the reported book, followed by SNDX, CLDX. The top ten holdings are 66.6% of the book, and the portfolio behaves like about 17 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 9, reduced 6 and exited 5. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Elmind Capital, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 9 added, 6 reduced, 5 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 11.4% | $45.3m | 1,170,740 | 0% | held |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 10.2% | $40.6m | 1,855,000 | 0% | held |
| 3 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 9.3% | $36.8m | 990,000 | 14% | added |
| 4 | RLAY RELAY THERAPEUTICS INC | Healthcare | 6.9% | $27.4m | 1,465,279 | 173% | added |
| 5 | PCVX VAXCYTE INC | Healthcare | 6.6% | $26.3m | 452,340 | 43% | added |
| 6 | VERA VERA THERAPEUTICS INC | Healthcare | 4.7% | $18.7m | 436,518 | -10% | reduced |
| 7 | PHVS PHARVARIS N V | Healthcare | 4.6% | $18.2m | 525,750 | 11% | added |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 4.5% | $18.1m | 984,931 | 84% | added |
| 9 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 4.3% | $17.1m | 4,550,000 | 0% | held |
| 10 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 4.2% | $16.6m | 292,600 | 65% | added |
| 11 | LEGN LEGEND BIOTECH CORP | Healthcare | 4.1% | $16.5m | 570,569 | – | new |
| 12 | BEAM BEAM THERAPEUTICS INC | Healthcare | 4.1% | $16.3m | 476,338 | 0% | held |
| 13 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 3.2% | $12.6m | 690,000 | 30% | added |
| 14 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.8% | $11.2m | 460,000 | 0% | held |
| 15 | KRYS KRYSTAL BIOTECH INC | Healthcare | 2.1% | $8.2m | 22,000 | 0% | held |
| 16 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.0% | $8.1m | 15,000 | 0% | held |
| 17 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 1.8% | $7.2m | 493,820 | – | new |
| 18 | INSM INSMED INC | Healthcare | 1.7% | $6.9m | 65,000 | – | new |
| 19 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.3% | $5.2m | 520,000 | -48% | reduced |
| 20 | MBX MBX BIOSCIENCES INC | Healthcare | 1.3% | $5.0m | 91,000 | -57% | reduced |
| 21 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.2% | $4.7m | 38,000 | 0% | held |
| 22 | URGN UROGEN PHARMA LTD | Healthcare | 1.1% | $4.4m | 120,000 | -45% | reduced |
| 23 | DBVT DBV TECHNOLOGIES S A | 1.1% | $4.3m | 265,000 | 0% | held | |
| 24 | ALMS ALUMIS INC | Healthcare | 0.9% | $3.7m | 130,000 | 0% | held |
| 25 | SUPN SUPERNUS PHARMACEUTICALS | Healthcare | 0.8% | $3.3m | 70,000 | 250% | added |
| 26 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.7% | $2.7m | 47,000 | 0% | held |
| 27 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.6% | $2.6m | 81,143 | 39% | added |
| 28 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.5% | $2.0m | 112,000 | 0% | held |
| 29 | ALEC ALECTOR INC | Healthcare | 0.5% | $1.8m | 900,000 | 0% | held |
| 30 | SEPN SEPTERNA INC | Healthcare | 0.4% | $1.7m | 49,444 | – | new |
| 31 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.4% | $1.6m | 107,900 | -48% | reduced |
| 32 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.3% | $1.1m | 32,037 | – | new |
| 33 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.3% | $1.0m | 177,846 | 0% | held |
| 34 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.2% | $638.8k | 20,000 | -94% | reduced |
| 35 | ENGN ENGENE THERAPEUTICS INC | 0.1% | $363.3k | 210,000 | – | new |
What did Elmind Capital, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 4XC1 KALVISTA PHARMACEUTICALS INC | 46.7% | $20.6m |
| CGON CG ONCOLOGY INC | 44.8% | $19.7m |
| APLSUSD APELLIS PHARMACEUTICALS INC | 4.6% | $2.0m |
| ENGENE HOLDINGS INC | 3.2% | $1.4m |
| EWTX EDGEWISE THERAPEUTICS INC | 0.7% | $315.0k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 98.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Elmind Capital, LP's portfolio?
Across every quarter Elmind Capital, LP has filed, its median largest position is 12.1% of the book and its median top-ten weight is 67.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 5.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.