Total reported value
$352.2M
Reporting period: 2026-03-31 · Number of holdings: 34
Elmind Capital, LP disclosed 34 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $352.2M and a quarterly turnover rate of 36.5%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "E"
Add CTMX
+550.0% $18.4M
Trim VRDN
-37.7% -$16.3M
Trim BCRX
-53.5% -$7.3M
Add 4XC1
+27.5% $7.6M
Trim WVE
-60.3% -$6.3M
Trim VERA
0.0% -$5.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COGT | Cogent Biosciences INC | Stock-Other | 12.79% | +0.52% | — | |
| 2 | SNDX | Syndax Pharmaceuticals INC | Stock-Other | 12.30% | +0.80% | — | |
| 3 | CLDX | Celldex Therapeutics INC | Stock-Other | 7.79% | +0.86% | — | |
| 4 | CTMX | Cytomx Therapeutics INC | Stock-Other | 6.07% | +5.19% | +550.00% | |
| 5 | 4XC1 | Kalvista Pharmaceuticals INC | Stock-Other | 5.84% | +2.02% | +27.46% | |
| 6 | CGON | Cg Oncology INC | Stock-Other | 5.61% | -0.42% | -40.75% | |
| 7 | VERA | Vera Therapeutics INC | Stock-Other | 5.51% | -1.70% | — | |
| 8 | PCVX | Vaxcyte INC | Stock-Other | 5.22% | +1.25% | +8.58% | |
| 9 | PHVS | Pharvaris N.V. | Stock-Other | 3.82% | -0.08% | — | |
| 10 | TYRA | Tyra Biosciences INC | Stock-Other | 3.81% | +1.09% | — | |
| 11 | BEAM | Beam Therapeutics INC | Stock-Other | 3.22% | -0.68% | — | |
| 12 | VRDN | Viridian Therapeutics INC | Stock-Other | 2.97% | -4.92% | -37.70% | |
| 13 | BCRX | Biocryst Pharmaceuticals INC | Stock-Other | 2.70% | -2.25% | -53.49% | |
| 14 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.53% | +0.95% | +36.36% | |
| 15 | CGEM | Cullinan Therapeutics INC | Stock-Other | 2.14% | +1.19% | +70.97% | |
| 16 | NRIX | Nurix Therapeutics INC | Stock-Other | 2.02% | -0.56% | — | |
| 17 | MBX | Mbx Biosciences INC | Stock-Other | 1.79% | -0.17% | — | |
| 18 | KRYS | Krystal Biotech INC | Stock-Healthcare | 1.61% | +0.01% | — | |
| 19 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.57% | +1.57% | NEW | |
| 20 | RLAY | Relay Therapeutics INC | Stock-Other | 1.52% | +0.18% | — | |
| 21 | TVTX | Travere Therapeutics INC | Stock-Other | 1.50% | +0.26% | +61.45% | |
| 22 | PTGX | Protagonist Therapeutics INC | Stock-Other | 1.14% | +0.16% | — | |
| 23 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.12% | +0.43% | +120.00% | |
| 24 | ALMS | Alumis INC | Stock-Other | 0.81% | +0.81% | NEW | |
| 25 | BMRN | Biomarin Pharmaceutical INC | Stock-Healthcare | 0.75% | -0.69% | -42.68% | |
| 26 | DSGN | Design Therapeutics INC | Stock-Other | 0.63% | +0.05% | — | |
| 27 | APLSUSD | Apellis Pharmaceuticals INC | Stock-Other | 0.57% | +0.20% | — | |
| 28 | ALEC | Alector INC | Stock-Other | 0.55% | +0.14% | — | |
| 29 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.50% | -0.10% | — | |
| 30 | AMLX | Amylyx Pharmaceuticals INC | Stock-Other | 0.44% | +0.04% | — | |
| 31 | ✓ | Engene Holdings INC | Stock-Other | 0.41% | -0.15% | — | |
| 32 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.37% | -1.88% | -60.29% | |
| 33 | SUPN | Supernus Pharmaceuticals INC | Stock-Healthcare | 0.29% | — | — | |
| 34 | EWTX | Edgewise Therapeutics INC | Stock-Other | 0.09% | -0.13% | -66.67% |
Performance for Q3 2026
+8.9%
Performance Last 4 Quarters
+3.7%
Based on 5 months of available history
Based on 86% of reported portfolio value with available pricing
Elmind Capital, LP's most significant position changes for 2026-03-31: Sold out: Dynavax Technologies CORP (DVAX); New buy: Dbv Technologies Sa-spon Adr (DBVT); Sold out: Liquidia CORP (LQDA); New buy: Alumis INC (ALMS); Add: Cytomx Therapeutics INC (CTMX) — shares +550.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTMX | Cytomx Therapeutics INC | +5.2% | +550.00% | Add |
| 2 | 4XC1 | Kalvista Pharmaceuticals INC | +2% | +27.46% | Add |
| 3 | PCVX | Vaxcyte INC | +1.3% | +8.58% | Add |
| 4 | CGEM | Cullinan Therapeutics INC | +1.2% | +70.97% | Add |
| 5 | TYRA | Tyra Biosciences INC | +1.1% | — | Unchanged |
| 6 | UTHR | United Therapeutics CORP | +1% | +36.36% | Add |
| 7 | CLDX | Celldex Therapeutics INC | +0.9% | — | Unchanged |
| 8 | SNDX | Syndax Pharmaceuticals INC | +0.8% | — | Unchanged |
| 9 | COGT | Cogent Biosciences INC | +0.5% | — | Unchanged |
| 10 | URGN | UroGen Pharma Ltd. | +0.4% | +120.00% | Add |
| 11 | TVTX | Travere Therapeutics INC | +0.3% | +61.45% | Add |
| 12 | APLSUSD | Apellis Pharmaceuticals INC | +0.2% | — | Unchanged |
| 13 | RLAY | Relay Therapeutics INC | +0.2% | — | Unchanged |
| 14 | PTGX | Protagonist Therapeutics INC | +0.2% | — | Unchanged |
| 15 | ALEC | Alector INC | +0.1% | — | Unchanged |
| 16 | DSGN | Design Therapeutics INC | +0.1% | — | Unchanged |
| 17 | AMLX | Amylyx Pharmaceuticals INC | 0% | — | Unchanged |
| 18 | KRYS | Krystal Biotech INC | 0% | — | Unchanged |
| 19 | SUPN | Supernus Pharmaceuticals INC | — | — | Unchanged |
| 20 | PHVS | Pharvaris N.V. | -0.1% | — | Unchanged |
| 21 | IMCR | Immunocore Holdings Plc-adr | -0.1% | — | Unchanged |
| 22 | EWTX | Edgewise Therapeutics INC | -0.1% | -66.67% | Trim |
| 23 | ✓ | Engene Holdings INC | -0.2% | — | Unchanged |
| 24 | MBX | Mbx Biosciences INC | -0.2% | — | Unchanged |
| 25 | CGON | Cg Oncology INC | -0.4% | -40.75% | Trim |
| 26 | NRIX | Nurix Therapeutics INC | -0.6% | — | Unchanged |
| 27 | BEAM | Beam Therapeutics INC | -0.7% | — | Unchanged |
| 28 | BMRN | Biomarin Pharmaceutical INC | -0.7% | -42.68% | Trim |
| 29 | VERA | Vera Therapeutics INC | -1.7% | — | Unchanged |
| 30 | WVE | Wave Life Sciences Ltd. | -1.9% | -60.29% | Trim |
| 31 | BCRX | Biocryst Pharmaceuticals INC | -2.3% | -53.49% | Trim |
| 32 | VRDN | Viridian Therapeutics INC | -4.9% | -37.70% | Trim |
| 33 | DVAX | Dynavax Technologies CORP | — | EXIT | Sold out |
| 34 | DBVT | Dbv Technologies Sa-spon Adr | — | NEW | New buy |
| 35 | LQDA | Liquidia CORP | — | EXIT | Sold out |
| 36 | ALMS | Alumis INC | — | NEW | New buy |
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