Elmind Capital, Lp Portfolio Stock Holdings
Elmind Capital, Lp disclosed 34 stock positions valued at approximately $352.2 million in its latest SEC 13F filing. The largest holdings include COGENT BIOSCIENCES INC, SYNDAX PHARMACEUTICALS INC, and CELLDEX THERAPEUTICS INC NEW. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 34
- Portfolio Value
- $352.2M
Holdings by Sector
Elmind Capital, Lp Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COGENT BIOSCIENCES INC | COGT | Healthcare | 12.79% | 1,170,740 | - | - | $45,061,783 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 12.30% | 1,855,000 | - | - | $43,332,800 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 7.79% | 865,000 | - | - | $27,437,800 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 6.07% | 4,550,000 | +3,850,000 | +550.00% | $21,385,000 |
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 5.84% | 1,021,300 | +220,000 | +27.46% | $20,558,769 |
| CG ONCOLOGY INC | CGON | Healthcare | 5.61% | 291,800 | -200,700 | -40.75% | $19,749,024 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 5.51% | 482,500 | - | - | $19,410,975 |
| VAXCYTE INC | PCVX | Healthcare | 5.22% | 316,500 | +25,000 | +8.58% | $18,391,815 |
| PHARVARIS N V | PHVS | Other | 3.82% | 475,750 | - | - | $13,439,938 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 3.81% | 350,000 | - | - | $13,405,000 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 3.22% | 476,338 | - | - | $11,351,135 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 2.97% | 534,931 | -323,700 | -37.70% | $10,463,250 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 2.70% | 1,000,000 | -1,150,000 | -53.49% | $9,520,000 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.53% | 15,000 | +4,000 | +36.36% | $8,894,700 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 2.14% | 530,000 | +220,000 | +70.97% | $7,531,300 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 2.02% | 460,000 | - | - | $7,130,000 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.61% | 22,000 | - | - | $5,683,040 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 1.52% | 536,946 | - | - | $5,342,613 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 1.50% | 177,600 | +67,600 | +61.45% | $5,276,496 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 1.14% | 38,000 | - | - | $4,005,200 |
| ALUMIS INC | ALMS | Healthcare | 0.81% | 130,000 | +130,000 | +100.00% | $2,863,900 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.75% | 47,000 | -35,000 | -42.68% | $2,655,030 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 0.63% | 207,900 | - | - | $2,212,056 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 0.57% | 50,000 | - | - | $2,011,500 |
| ALECTOR INC | ALEC | Healthcare | 0.55% | 900,000 | - | - | $1,935,000 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.50% | 58,248 | - | - | $1,756,177 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 0.44% | 112,000 | - | - | $1,556,800 |
| ENGENE HOLDINGS INC | ENGN | Healthcare | 0.41% | 210,000 | - | - | $1,430,100 |
| SUPERNUS PHARMACEUTICALS | SUPN | Healthcare | 0.29% | 20,000 | - | - | $1,033,800 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 0.09% | 10,000 | -20,000 | -66.67% | $315,000 |