Elmind Capital, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Elmind Capital, LP reported 34 stock positions worth $352.2 million. Its top holding was Cogent Biosciences (COGT) at 12.8% of the portfolio, followed by Syndax Pharmaceuticals (SNDX, 12.3%) and Celldex Therapeutics (CLDX, 7.8%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 7 and reduced 6. The biggest buy was Cytomx Therapeutics (CTMX, shares +550%) and the biggest sale Viridian Therapeutics (VRDN, shares −38%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002052213
Portfolio Value
$352.2M (Q1 2026)
SEC Filing
0001013594-26-000602 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $338.9M Q4 2025 Q1 2026: $352.2M $352.2M Q1 2026 Q2 2026: $398.0M Q2 2026

Holdings 34 stocks · $352.2M
COGT Cogent Biosciences Inc. 12.79% 1,170,740 $45.1M No change
SNDX Syndax Pharmaceuticals Inc. 12.30% 1,855,000 $43.3M No change
CLDX Celldex Therapeutics Inc. 7.79% 865,000 $27.4M No change
CTMX Cytomx Therapeutics Inc. 6.07% 4,550,000 $21.4M Add +550.0%
KALV Kalvista Pharmaceuticals Inc. 5.84% 1,021,300 $20.6M Add +27.5%
CGON CG Oncology Inc. 5.61% 291,800 $19.7M Reduce -40.8%
VERA Vera Therapeutics Inc. 5.51% 482,500 $19.4M No change
PCVX Vaxcyte Inc. 5.22% 316,500 $18.4M Add +8.6%
PHVS Pharvaris NV 3.82% 475,750 $13.4M No change
TYRA Tyra Biosciences Inc. 3.81% 350,000 $13.4M No change
BEAM Beam Therapeutics Inc. 3.22% 476,338 $11.4M No change
VRDN Viridian Therapeutics Inc. 2.97% 534,931 $10.5M Reduce -37.7%
BCRX Biocryst Pharmaceuticals Inc. 2.70% 1,000,000 $9.5M Reduce -53.5%
UTHR United Therapeutics Corp. 2.53% 15,000 $8.9M Add +36.4%
CGEM Cullinan Therapeutics Inc. 2.14% 530,000 $7.5M Add +71.0%
NRIX Nurix Therapeutics Inc. 2.02% 460,000 $7.1M No change
MBX MBX Biosciences Inc. 1.79% 211,000 $6.3M No change
KRYS Krystal Biotech Inc. 1.61% 22,000 $5.7M No change
DBVT DBV Technologies SA-Spon ADR 1.57% 265,000 $5.5M New
RLAY Relay Therapeutics Inc. 1.52% 536,946 $5.3M No change
TVTX Travere Therapeutics Inc. 1.50% 177,600 $5.3M Add +61.5%
PTGX Protagonist Therapeutics Inc. 1.14% 38,000 $4.0M No change
URGN Urogen Pharma Ltd. 1.12% 220,000 $4.0M Add +120.0%
ALMS Alumis Inc. 0.81% 130,000 $2.9M New
BMRN Biomarin Pharmaceutical Inc. 0.75% 47,000 $2.7M Reduce -42.7%
DSGN Design Therapeutics Inc. 0.63% 207,900 $2.2M No change
APLS Apellis Pharmaceuticals Inc. 0.57% 50,000 $2.0M No change
ALEC Alector Inc. 0.55% 900,000 $1.9M No change
IMCR Immunocore Holdings PLC-ADR 0.50% 58,248 $1.8M No change
AMLX Amylyx Pharmaceuticals Inc. 0.44% 112,000 $1.6M No change
ENGN Engene Holdings Inc. 0.41% 210,000 $1.4M No change
WVE Wave Life Sciences Ltd. 0.37% 177,846 $1.3M Reduce -60.3%
SUPN Supernus Pharmaceuticals Inc. 0.29% 20,000 $1.0M No change
EWTX Edgewise Therapeutics Inc. 0.09% 10,000 $315K Reduce -66.7%

Portfolio Sells Q4 2025 → Q1 2026
VRDN Viridian Therapeutics Inc. Reduce -37.7% 2.97% −4.92
DVAX Dynavax Technologies Corp. Sold out 0.00% −3.09
BCRX Biocryst Pharmaceuticals Inc. Reduce -53.5% 2.70% −2.25
WVE Wave Life Sciences Ltd. Reduce -60.3% 0.37% −1.88
LQDA Liquidia Corp. Sold out 0.00% −0.92
BMRN Biomarin Pharmaceutical Inc. Reduce -42.7% 0.75% −0.68
CGON CG Oncology Inc. Reduce -40.8% 5.61% −0.43
EWTX Edgewise Therapeutics Inc. Reduce -66.7% 0.09% −0.13

Portfolio Buys Q4 2025 → Q1 2026
CTMX Cytomx Therapeutics Inc. Add +550.0% 6.07% +5.19
KALV Kalvista Pharmaceuticals Inc. Add +27.5% 5.84% +2.02
DBVT DBV Technologies SA-Spon ADR New 1.57% +1.57
PCVX Vaxcyte Inc. Add +8.6% 5.22% +1.25
CGEM Cullinan Therapeutics Inc. Add +71.0% 2.14% +1.19
UTHR United Therapeutics Corp. Add +36.4% 2.53% +0.94
ALMS Alumis Inc. New 0.81% +0.81
URGN Urogen Pharma Ltd. Add +120.0% 1.12% +0.43
TVTX Travere Therapeutics Inc. Add +61.5% 1.50% +0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 35$398.0MCOGT, SNDX, CLDX, RLAY, PCVX
Q1 2026 34$352.2MCOGT, SNDX, CLDX, CTMX, KALV
Q4 2025 34$338.9MCOGT, SNDX, VRDN, VERA, CLDX