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Elmind Capital, LP
hedge fundUpdated 27 days agoManaged by Elmind Capital, Lp • Latest filing Q2 2026
Portfolio value
$398M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $338.9M |
| Q1 2026 | $352.2M |
| Q2 2026 | $398M |
Top holdings
35 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COGT COGENT BIOSCIENCES INC | $45.3M | 1.17M | 11.38% | — |
| 2 | S SNDX SYNDAX PHARMACEUTICALS INC | $40.6M | 1.85M | 10.19% | — |
| 3 | C CLDX CELLDEX THERAPEUTICS INC NEW | $36.8M | 990.0K | 9.25% | — |
| 4 | R RLAY RELAY THERAPEUTICS INC | $27.4M | 1.47M | 6.89% | — |
| 5 | P PCVX VAXCYTE INC | $26.3M | 452.3K | 6.61% | — |
| 6 | V VERA VERA THERAPEUTICS INC | $18.7M | 436.5K | 4.71% | — |
| 7 | P PHVS PHARVARIS N V | $18.2M | 525.8K | 4.57% | — |
| 8 | V VRDN VIRIDIAN THERAPEUTICS INC | $18.1M | 984.9K | 4.55% | — |
| 9 | C CTMX CYTOMX THERAPEUTICS INC. | $17.1M | 4.55M | 4.29% | — |
| 10 | T TVTX TRAVERE THERAPEUTICS INC | $16.6M | 292.6K | 4.18% | — |
| 11 | L LEGN LEGEND BIOTECH CORP | $16.5M | 570.6K | 4.14% | — |
| 12 | B BEAM BEAM THERAPEUTICS INC | $16.3M | 476.3K | 4.11% | — |
| 13 | C CGEM CULLINAN THERAPEUTICS INC | $12.6M | 690.0K | 3.16% | — |
| 14 | N NRIX NURIX THERAPEUTICS INC | $11.2M | 460.0K | 2.80% | — |
| 15 | K KRYS KRYSTAL BIOTECH INC | $8.2M | 22.0K | 2.05% | — |
| 16 | U UTHR UNITED THERAPEUTICS CORP DEL | $8.1M | 15.0K | 2.04% | — |
| 17 | S SMMT SUMMIT THERAPEUTICS INC | $7.2M | 493.8K | 1.81% | — |
| 18 | I INSM INSMED INC | $6.9M | 65.0K | 1.74% | — |
| 19 | B BCRX BIOCRYST PHARMACEUTICALS INC | $5.2M | 520.0K | 1.31% | — |
| 20 | M MBX MBX BIOSCIENCES INC | $5M | 91.0K | 1.26% | — |