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CIK: 0002052213
Total reported value
$398.0M
$398.0M
34 檔
39.0%
According to the latest 13F quarterly dataset, Elmind Capital, LP managed an equity portfolio of $398.0M at the end of Q4 2025, spanning 34 distinct U.S. exchange-listed positions.
During Q4 2025, Elmind Capital, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COGT | Cogent Biosciences Inc | Stock-Other | 12.27% | -1.41% | — | |
| 2 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 11.50% | -2.11% | — | |
| 3 | VRDN | Viridian Therapeutics Inc | Stock-Other | 7.89% | +1.58% | — | |
| 4 | VERA | Vera Therapeutics Inc | Stock-Other | 7.21% | -0.80% | — | |
| 5 | CLDX | Celldex Therapeutics Inc | Stock-Other | 6.93% | +1.46% | — | |
| 6 | CGON | Cg Oncology Inc | Stock-Other | 6.03% | -5.61% | EXIT | |
| 7 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 4.95% | -1.39% | — | |
| 8 | PCVX | Vaxcyte Inc | Stock-Other | 3.97% | +1.39% | — | |
| 9 | BEAM | Beam Therapeutics Inc | Stock-Other | 3.90% | +0.89% | — | |
| 10 | PHVS | Pharvaris N.V. | Stock-Other | 3.90% | +0.75% | — | |
| 11 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 3.82% | -5.84% | EXIT | |
| 12 | DVAX | Dynavax Technologies CORP | Stock-Other | 3.09% | — | — | |
| 13 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.72% | -3.65% | — | |
| 14 | NRIX | Nurix Therapeutics Inc | Stock-Other | 2.58% | +0.78% | — | |
| 15 | WVE | Wave Life Sciences Ltd. | Stock-Other | 2.25% | -0.11% | — | |
| 16 | MBX | Mbx Biosciences Inc | Stock-Other | 1.96% | -0.53% | — | |
| 17 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.60% | +0.44% | — | |
| 18 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.58% | -0.49% | — | |
| 19 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 1.44% | -0.07% | — | |
| 20 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.34% | +5.37% | — | |
| 21 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.24% | +2.68% | — | |
| 22 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.98% | +0.03% | — | |
| 23 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.95% | +1.02% | — | |
| 24 | LQDA | Liquidia CORP | Stock-Other | 0.92% | — | — | |
| 25 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.88% | -1.78% | — | |
| 26 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.69% | -0.01% | — | |
| 27 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.60% | +0.15% | — | |
| 28 | DSGN | Design Therapeutics Inc | Stock-Other | 0.58% | -0.24% | — | |
| 29 | ✓ | Engene Holdings Inc | Stock-Other | 0.56% | -0.41% | EXIT | |
| 30 | ALEC | Alector Inc | Stock-Other | 0.41% | -0.10% | — | |
| 31 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.40% | +0.07% | — | |
| 32 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 0.37% | -0.57% | EXIT | |
| 33 | SUPN | Supernus Pharmaceuticals Inc | Stock-Healthcare | 0.29% | +0.53% | — | |
| 34 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.22% | -0.09% | EXIT |
According to official SEC Form 13F filings, Elmind Capital, LP reported a total U.S. public equity portfolio value of $398.0M across 34 disclosed positions in Q4 2025.
During Q4 2025, Elmind Capital, LP's top holdings by market value included COGT (12.3%)、SNDX (11.5%)、VRDN (7.9%). The largest single position, COGT, represented 12.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including COGT, SNDX, VRDN) accounted for 39.0% of total reported equity market value during Q4 2025.
In Q4 2025, Elmind Capital, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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