Elmind Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Elmind Capital, LP disclosed 35 US equity positions worth $398.0m in its Q2 2026 13F filing. The largest position was COGT at 11.4% of the reported book, followed by SNDX and CLDX. Against the Q1 2026 filing, it opened 6 new positions, added to 9 and reduced 6 among the top 35 holdings.
What did Elmind Capital, LP own in Q2 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.