CIK: 0002052213
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%.
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Elmind Capital, LP's disclosed holdings carry a Herfindahl concentration index of 0.062 — mathematically equivalent to about 16 equally-sized positions, well below its 34 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.08), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 5% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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