Elmind Capital, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Elmind Capital, Lp disclosed 31 stock positions valued at approximately $398.03M as of quarter-end June 30, 2026. The largest holdings include COGENT BIOSCIENCES INC, SYNDAX PHARMACEUTICALS INC, and CELLDEX THERAPEUTICS INC NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $398.03M
Holdings by Sector
Elmind Capital, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COGENT BIOSCIENCES INC | COGT | Healthcare | 11.38% | 1,170,740 | - | - | $45,307,638 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 10.19% | 1,855,000 | - | - | $40,550,300 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 9.25% | 990,000 | +125,000 | +14.45% | $36,837,900 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 6.89% | 1,465,279 | +928,333 | +172.89% | $27,415,370 |
| VAXCYTE INC | PCVX | Healthcare | 6.61% | 452,340 | +135,840 | +42.92% | $26,294,524 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 4.71% | 436,518 | -45,982 | -9.53% | $18,730,987 |
| PHARVARIS N V | PHVS | Other | 4.57% | 525,750 | +50,000 | +10.51% | $18,180,435 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 4.55% | 984,931 | +450,000 | +84.12% | $18,093,182 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 4.29% | 4,550,000 | - | - | $17,062,500 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 4.18% | 292,600 | +115,000 | +64.75% | $16,622,606 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 4.14% | 570,569 | +570,569 | +100.00% | $16,478,033 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 4.11% | 476,338 | - | - | $16,347,920 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 3.16% | 690,000 | +160,000 | +30.19% | $12,564,900 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 2.80% | 460,000 | - | - | $11,159,600 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 2.05% | 22,000 | - | - | $8,176,740 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.04% | 15,000 | - | - | $8,127,450 |
| SUMMIT THERAPEUTICS INC | SMMT | Healthcare | 1.81% | 493,820 | +493,820 | +100.00% | $7,194,957 |
| INSMED INC | INSM | Healthcare | 1.74% | 65,000 | +65,000 | +100.00% | $6,930,300 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 1.31% | 520,000 | -480,000 | -48.00% | $5,200,000 |
| MBX BIOSCIENCES INC | MBX | Other | 1.26% | 91,000 | -120,000 | -56.87% | $5,023,200 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 1.17% | 38,000 | - | - | $4,658,040 |
| DBV TECHNOLOGIES S A | DBVTF | Other | 1.09% | 265,000 | - | - | $4,346,000 |
| ALUMIS INC | ALMS | Healthcare | 0.92% | 130,000 | - | - | $3,658,200 |
| SUPERNUS PHARMACEUTICALS | SUPN | Healthcare | 0.82% | 70,000 | +50,000 | +250.00% | $3,255,700 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.68% | 47,000 | - | - | $2,689,340 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.65% | 81,143 | +22,895 | +39.31% | $2,576,290 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 0.51% | 112,000 | - | - | $2,011,520 |
| ALECTOR INC | ALEC | Healthcare | 0.45% | 900,000 | - | - | $1,809,000 |
| SEPTERNA INC | SEPN | Other | 0.42% | 49,444 | +49,444 | +100.00% | $1,655,880 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 0.39% | 107,900 | -100,000 | -48.10% | $1,561,313 |
Showing 30 of 31 holdings in the latest reporting period.