Elmind Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$352.2M
Q ending 2026-03-31
Prior quarter
$338.9M
Q ending 2025-12-31
Change
+3.9% QoQ
Positions
34
reported holdings
Largest positions
All 34 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Cogent Biosciences Inc | COGT | Shares | $45.1M | 1.2M |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $43.3M | 1.9M |
| Celldex Therapeutics Inc New | CLDX | Shares | $27.4M | 865K |
| Cytomx Therapeutics Inc. | CTMX | Shares | $21.4M | 4.5M |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $20.6M | 1.0M |
| Cg Oncology Inc | CGON | Shares | $19.7M | 292K |
| Vera Therapeutics Inc | VERA | Shares | $19.4M | 483K |
| Vaxcyte Inc | PCVX | Shares | $18.4M | 317K |
| Pharvaris N V | Shares | $13.4M | 476K | |
| Tyra Biosciences Inc | TYRA | Shares | $13.4M | 350K |
| Beam Therapeutics Inc | BEAM | Shares | $11.4M | 476K |
| Viridian Therapeutics Inc | VRDN | Shares | $10.5M | 535K |
| Biocryst Pharmaceuticals Inc | BCRX | Shares | $9.5M | 1.0M |
| United Therapeutics Corp Del | UTHR | Shares | $8.9M | 15K |
| Cullinan Therapeutics Inc | CGEM | Shares | $7.5M | 530K |
| Nurix Therapeutics Inc | NRIX | Shares | $7.1M | 460K |
| Mbx Biosciences Inc | MBX | Shares | $6.3M | 211K |
| Krystal Biotech Inc | KRYS | Shares | $5.7M | 22K |
| Dbv Technologies S A | DBVT | Shares | $5.5M | 265K |
| Relay Therapeutics Inc | RLAY | Shares | $5.3M | 537K |
| Travere Therapeutics Inc | TVTX | Shares | $5.3M | 178K |
| Protagonist Therapeutics Inc | PTGX | Shares | $4.0M | 38K |
| Urogen Pharma Ltd | Shares | $4.0M | 220K | |
| Alumis Inc | ALMS | Shares | $2.9M | 130K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $2.7M | 47K |
| Design Therapeutics Inc | DSGN | Shares | $2.2M | 208K |
| Apellis Pharmaceuticals Inc | APLS | Shares | $2.0M | 50K |
| Alector Inc | ALEC | Shares | $1.9M | 900K |
| Immunocore Hldgs Plc | IMCR | Shares | $1.8M | 58K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $1.6M | 112K |
| Engene Holdings Inc | Shares | $1.4M | 210K | |
| Wave Life Sciences Ltd | Shares | $1.3M | 178K | |
| Supernus Pharmaceuticals | SUPN | Shares | $1.0M | 20K |
| Edgewise Therapeutics Inc | EWTX | Shares | $315K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.