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CIK: 0002052213
Total reported value
$398.0M
$398.0M
34 檔
39.6%
As reported in its official Q1 2026 Form 13F filing, Elmind Capital, LP's tracked investment portfolio stood at $398.0M with 34 total positions.
Elmind Capital, LP executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including COGT, SNDX, CLDX) accounted for 39.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COGT | Cogent Biosciences Inc | Stock-Other | 12.79% | -1.41% | — | |
| 2 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 12.30% | -2.11% | — | |
| 3 | CLDX | Celldex Therapeutics Inc | Stock-Other | 7.79% | +1.46% | — | |
| 4 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 6.07% | -1.78% | +550.00% | |
| 5 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 5.84% | -5.84% | EXIT | |
| 6 | CGON | Cg Oncology Inc | Stock-Other | 5.61% | -5.61% | EXIT | |
| 7 | VERA | Vera Therapeutics Inc | Stock-Other | 5.51% | -0.80% | — | |
| 8 | PCVX | Vaxcyte Inc | Stock-Other | 5.22% | +1.39% | +8.58% | |
| 9 | PHVS | Pharvaris N.V. | Stock-Other | 3.82% | +0.75% | — | |
| 10 | TYRA | Tyra Biosciences Inc | Stock-Other | 3.81% | -3.65% | — | |
| 11 | BEAM | Beam Therapeutics Inc | Stock-Other | 3.22% | +0.89% | — | |
| 12 | VRDN | Viridian Therapeutics Inc | Stock-Other | 2.97% | +1.58% | -37.70% | |
| 13 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 2.70% | -1.39% | -53.49% | |
| 14 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.53% | -0.49% | +36.36% | |
| 15 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.14% | +1.02% | +70.97% | |
| 16 | NRIX | Nurix Therapeutics Inc | Stock-Other | 2.02% | +0.78% | — | |
| 17 | MBX | Mbx Biosciences Inc | Stock-Other | 1.79% | -0.53% | — | |
| 18 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.61% | +0.44% | — | |
| 19 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.57% | -0.48% | — | |
| 20 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.52% | +5.37% | — | |
| 21 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.50% | +2.68% | +61.45% | |
| 22 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.14% | +0.03% | — | |
| 23 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.12% | -0.01% | +120.00% | |
| 24 | ALMS | Alumis Inc | Stock-Other | 0.81% | +0.11% | — | |
| 25 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.75% | -0.07% | -42.68% | |
| 26 | DSGN | Design Therapeutics Inc | Stock-Other | 0.63% | -0.24% | — | |
| 27 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 0.57% | -0.57% | EXIT | |
| 28 | ALEC | Alector Inc | Stock-Other | 0.55% | -0.10% | — | |
| 29 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.50% | +0.15% | — | |
| 30 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.44% | +0.07% | — | |
| 31 | ✓ | Engene Holdings Inc | Stock-Other | 0.41% | -0.41% | EXIT | |
| 32 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.37% | -0.11% | -60.29% | |
| 33 | SUPN | Supernus Pharmaceuticals Inc | Stock-Healthcare | 0.29% | +0.53% | — | |
| 34 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.09% | -0.09% | EXIT |
| # | 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 |
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 Q1 2026.
During Q1 2026, Elmind Capital, LP's top holdings by market value included COGT (12.8%)、SNDX (12.3%)、CLDX (7.8%). The largest single position, COGT, represented 12.8% of total portfolio value.
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Top New Position Initiated
DBVT
市值: $5.5M
Top Position Liquidated / Trimmed
DVAX
前期市值: $10.5M
In Q1 2026, Elmind Capital, LP made 17 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 6 holdings, and fully liquidating 2 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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