Elmind Capital, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Elmind Capital, LP reported 34 stock positions worth $338.9 million. Its top holding was Cogent Biosciences (COGT) at 12.3% of the portfolio, followed by Syndax Pharmaceuticals (SNDX, 11.5%) and Viridian Therapeutics (VRDN, 7.9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002052213
- Portfolio Value
- $338.9M (Q4 2025)
- SEC Filing
- 0001013594-26-000245 ↗ filed Feb 17, 2026
Holdings Value
Holdings 34 stocks · $338.9M
| COGT Cogent Biosciences Inc. | 12.27% | 1,170,740 | $41.6M | — |
| SNDX Syndax Pharmaceuticals Inc. | 11.50% | 1,855,000 | $39.0M | — |
| VRDN Viridian Therapeutics Inc. | 7.89% | 858,631 | $26.7M | — |
| VERA Vera Therapeutics Inc. | 7.21% | 482,500 | $24.4M | — |
| CLDX Celldex Therapeutics Inc. | 6.93% | 865,000 | $23.5M | — |
| CGON CG Oncology Inc. | 6.03% | 492,500 | $20.4M | — |
| BCRX Biocryst Pharmaceuticals Inc. | 4.95% | 2,150,000 | $16.8M | — |
| PCVX Vaxcyte Inc. | 3.97% | 291,500 | $13.4M | — |
| BEAM Beam Therapeutics Inc. | 3.90% | 476,338 | $13.2M | — |
| PHVS Pharvaris NV | 3.90% | 475,750 | $13.2M | — |
| KALV Kalvista Pharmaceuticals Inc. | 3.82% | 801,300 | $12.9M | — |
| DVAX Dynavax Technologies Corp. | 3.09% | 679,900 | $10.5M | — |
| TYRA Tyra Biosciences Inc. | 2.72% | 350,000 | $9.2M | — |
| NRIX Nurix Therapeutics Inc. | 2.58% | 460,000 | $8.7M | — |
| WVE Wave Life Sciences Ltd. | 2.25% | 447,846 | $7.6M | — |
| MBX MBX Biosciences Inc. | 1.96% | 211,000 | $6.7M | — |
| KRYS Krystal Biotech Inc. | 1.60% | 22,000 | $5.4M | — |
| UTHR United Therapeutics Corp. | 1.58% | 11,000 | $5.4M | — |
| BMRN Biomarin Pharmaceutical Inc. | 1.44% | 82,000 | $4.9M | — |
| RLAY Relay Therapeutics Inc. | 1.34% | 536,946 | $4.5M | — |
| TVTX Travere Therapeutics Inc. | 1.24% | 110,000 | $4.2M | — |
| PTGX Protagonist Therapeutics Inc. | 0.98% | 38,000 | $3.3M | — |
| CGEM Cullinan Therapeutics Inc. | 0.95% | 310,000 | $3.2M | — |
| LQDA Liquidia Corp. | 0.92% | 90,000 | $3.1M | — |
| CTMX Cytomx Therapeutics Inc. | 0.88% | 700,000 | $3.0M | — |
| URGN Urogen Pharma Ltd. | 0.69% | 100,000 | $2.3M | — |
| IMCR Immunocore Holdings PLC-ADR | 0.60% | 58,248 | $2.0M | — |
| DSGN Design Therapeutics Inc. | 0.58% | 207,900 | $2.0M | — |
| ENGN Engene Holdings Inc. | 0.56% | 210,000 | $1.9M | — |
| ALEC Alector Inc. | 0.41% | 900,000 | $1.4M | — |
| AMLX Amylyx Pharmaceuticals Inc. | 0.40% | 112,000 | $1.4M | — |
| APLS Apellis Pharmaceuticals Inc. | 0.37% | 50,000 | $1.3M | — |
| SUPN Supernus Pharmaceuticals Inc. | 0.29% | 20,000 | $994K | — |
| EWTX Edgewise Therapeutics Inc. | 0.22% | 30,000 | $744K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.