Elmind Capital, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Elmind Capital, LP disclosed 34 US equity positions worth $338.9m in its Q4 2025 13F filing. The largest position was COGT at 12.3% of the reported book, followed by SNDX and VRDN.
What did Elmind Capital, LP own in Q4 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 12.3% | $41.6m | 1,170,740 | – | |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 11.5% | $39.0m | 1,855,000 | – | |
| 3 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 7.9% | $26.7m | 858,631 | – | |
| 4 | VERA VERA THERAPEUTICS INC | Healthcare | 7.2% | $24.4m | 482,500 | – | |
| 5 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 6.9% | $23.5m | 865,000 | – | |
| 6 | CGON CG ONCOLOGY INC | Healthcare | 6.0% | $20.4m | 492,500 | – | |
| 7 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 4.9% | $16.8m | 2,150,000 | – | |
| 8 | PCVX VAXCYTE INC | Healthcare | 4.0% | $13.4m | 291,500 | – | |
| 9 | BEAM BEAM THERAPEUTICS INC | Healthcare | 3.9% | $13.2m | 476,338 | – | |
| 10 | PHVS PHARVARIS N V | 3.9% | $13.2m | 475,750 | – | ||
| 11 | 4XC1 KALVISTA PHARMACEUTICALS INC | 3.8% | $12.9m | 801,300 | – | ||
| 12 | DVAX DYNAVAX TECHNOLOGIES CORP | 3.1% | $10.5m | 679,900 | – | ||
| 13 | TYRA TYRA BIOSCIENCES INC | Healthcare | 2.7% | $9.2m | 350,000 | – | |
| 14 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.6% | $8.7m | 460,000 | – | |
| 15 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 2.2% | $7.6m | 447,846 | – | |
| 16 | MBX MBX BIOSCIENCES INC | Healthcare | 2.0% | $6.7m | 211,000 | – | |
| 17 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.6% | $5.4m | 22,000 | – | |
| 18 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.6% | $5.4m | 11,000 | – | |
| 19 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.4% | $4.9m | 82,000 | – | |
| 20 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.3% | $4.5m | 536,946 | – | |
| 21 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.2% | $4.2m | 110,000 | – | |
| 22 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.0% | $3.3m | 38,000 | – | |
| 23 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.9% | $3.2m | 310,000 | – | |
| 24 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.9% | $3.1m | 90,000 | – | |
| 25 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.9% | $3.0m | 700,000 | – | |
| 26 | URGN UROGEN PHARMA LTD | Healthcare | 0.7% | $2.3m | 100,000 | – | |
| 27 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.6% | $2.0m | 58,248 | – | |
| 28 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.6% | $2.0m | 207,900 | – | |
| 29 | ENGENE HOLDINGS INC | 0.6% | $1.9m | 210,000 | – | ||
| 30 | ALEC ALECTOR INC | Healthcare | 0.4% | $1.4m | 900,000 | – | |
| 31 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.4% | $1.4m | 112,000 | – | |
| 32 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.4% | $1.3m | 50,000 | – | ||
| 33 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 0.3% | $994.0k | 20,000 | – | |
| 34 | EWTX EDGEWISE THERAPEUTICS INC | 0.2% | $744.5k | 30,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.