Elmind Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Elmind Capital, LP disclosed 34 US equity positions worth $352.2m in its Q1 2026 13F filing. The largest position was COGT at 12.8% of the reported book, followed by SNDX and CLDX.
What did Elmind Capital, LP own in Q1 2026? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 12.8% | $45.1m | 1,170,740 | – | |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 12.3% | $43.3m | 1,855,000 | – | |
| 3 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 7.8% | $27.4m | 865,000 | – | |
| 4 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 6.1% | $21.4m | 4,550,000 | – | |
| 5 | 4XC1 KALVISTA PHARMACEUTICALS INC | 5.8% | $20.6m | 1,021,300 | – | ||
| 6 | CGON CG ONCOLOGY INC | Healthcare | 5.6% | $19.7m | 291,800 | – | |
| 7 | VERA VERA THERAPEUTICS INC | Healthcare | 5.5% | $19.4m | 482,500 | – | |
| 8 | PCVX VAXCYTE INC | Healthcare | 5.2% | $18.4m | 316,500 | – | |
| 9 | PHVS PHARVARIS N V | Healthcare | 3.8% | $13.4m | 475,750 | – | |
| 10 | TYRA TYRA BIOSCIENCES INC | Healthcare | 3.8% | $13.4m | 350,000 | – | |
| 11 | BEAM BEAM THERAPEUTICS INC | Healthcare | 3.2% | $11.4m | 476,338 | – | |
| 12 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.0% | $10.5m | 534,931 | – | |
| 13 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 2.7% | $9.5m | 1,000,000 | – | |
| 14 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $8.9m | 15,000 | – | |
| 15 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 2.1% | $7.5m | 530,000 | – | |
| 16 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.0% | $7.1m | 460,000 | – | |
| 17 | MBX MBX BIOSCIENCES INC | Healthcare | 1.8% | $6.3m | 211,000 | – | |
| 18 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.6% | $5.7m | 22,000 | – | |
| 19 | DBVT DBV TECHNOLOGIES S A | 1.6% | $5.5m | 265,000 | – | ||
| 20 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.5% | $5.3m | 536,946 | – | |
| 21 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.5% | $5.3m | 177,600 | – | |
| 22 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.1% | $4.0m | 38,000 | – | |
| 23 | URGN UROGEN PHARMA LTD | Healthcare | 1.1% | $4.0m | 220,000 | – | |
| 24 | ALMS ALUMIS INC | Healthcare | 0.8% | $2.9m | 130,000 | – | |
| 25 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $2.7m | 47,000 | – | |
| 26 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.6% | $2.2m | 207,900 | – | |
| 27 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.6% | $2.0m | 50,000 | – | ||
| 28 | ALEC ALECTOR INC | Healthcare | 0.5% | $1.9m | 900,000 | – | |
| 29 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.5% | $1.8m | 58,248 | – | |
| 30 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.4% | $1.6m | 112,000 | – | |
| 31 | ENGENE HOLDINGS INC | 0.4% | $1.4m | 210,000 | – | ||
| 32 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.4% | $1.3m | 177,846 | – | |
| 33 | SUPN SUPERNUS PHARMACEUTICALS | Healthcare | 0.3% | $1.0m | 20,000 | – | |
| 34 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 0.1% | $315.0k | 10,000 | – |
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.