EC

Elmind Capital, LP

Sector-focusedMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
24.99
Portfolio Stability
36.46
Momentum/Contrarian
100
Sector conviction
100
Diversification
68
Sizing Uniformity
89.24

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1COGTCogent Biosciences INCStock-Other12.79%+0.52%—
2SNDXSyndax Pharmaceuticals INCStock-Other12.30%+0.80%—
3CLDXCelldex Therapeutics INCStock-Other7.79%+0.86%—
4CTMXCytomx Therapeutics INCStock-Other6.07%+5.19%+550.00%
54XC1Kalvista Pharmaceuticals INCStock-Other5.84%+2.02%+27.46%
6CGONCg Oncology INCStock-Other5.61%-0.42%-40.75%
7VERAVera Therapeutics INCStock-Other5.51%-1.70%—
8PCVXVaxcyte INCStock-Other5.22%+1.25%+8.58%
9PHVSPharvaris N.V.Stock-Other3.82%-0.08%—
10TYRATyra Biosciences INCStock-Other3.81%+1.09%—
11BEAMBeam Therapeutics INCStock-Other3.22%-0.68%—
12VRDNViridian Therapeutics INCStock-Other2.97%-4.92%-37.70%
13BCRXBiocryst Pharmaceuticals INCStock-Other2.70%-2.25%-53.49%
14UTHRUnited Therapeutics CORPStock-Healthcare2.53%+0.95%+36.36%
15CGEMCullinan Therapeutics INCStock-Other2.14%+1.19%+70.97%
16NRIXNurix Therapeutics INCStock-Other2.02%-0.56%—
17MBXMbx Biosciences INCStock-Other1.79%-0.17%—
18KRYSKrystal Biotech INCStock-Healthcare1.61%+0.01%—
19DBVTDbv Technologies Sa-spon AdrStock-Other1.57%+1.57%NEW
20RLAYRelay Therapeutics INCStock-Other1.52%+0.18%—
21TVTXTravere Therapeutics INCStock-Other1.50%+0.26%+61.45%
22PTGXProtagonist Therapeutics INCStock-Other1.14%+0.16%—
23URGNUroGen Pharma Ltd.Stock-Other1.12%+0.43%+120.00%
24ALMSAlumis INCStock-Other0.81%+0.81%NEW
25BMRNBiomarin Pharmaceutical INCStock-Healthcare0.75%-0.69%-42.68%
26DSGNDesign Therapeutics INCStock-Other0.63%+0.05%—
27APLSUSDApellis Pharmaceuticals INCStock-Other0.57%+0.20%—
28ALECAlector INCStock-Other0.55%+0.14%—
29IMCRImmunocore Holdings Plc-adrStock-Other0.50%-0.10%—
30AMLXAmylyx Pharmaceuticals INCStock-Other0.44%+0.04%—
31✓ Engene Holdings INCStock-Other0.41%-0.15%—
32WVEWave Life Sciences Ltd.Stock-Other0.37%-1.88%-60.29%
33SUPNSupernus Pharmaceuticals INCStock-Healthcare0.29%——
34EWTXEdgewise Therapeutics INCStock-Other0.09%-0.13%-66.67%

Holding changes this quarter

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%.

Position changes disclosed by Elmind Capital, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CTMXCytomx Therapeutics INC+5.2%+550.00%Add
24XC1Kalvista Pharmaceuticals INC+2%+27.46%Add
3PCVXVaxcyte INC+1.3%+8.58%Add
4CGEMCullinan Therapeutics INC+1.2%+70.97%Add
5TYRATyra Biosciences INC+1.1%—Unchanged
6UTHRUnited Therapeutics CORP+1%+36.36%Add
7CLDXCelldex Therapeutics INC+0.9%—Unchanged
8SNDXSyndax Pharmaceuticals INC+0.8%—Unchanged
9COGTCogent Biosciences INC+0.5%—Unchanged
10URGNUroGen Pharma Ltd.+0.4%+120.00%Add
11TVTXTravere Therapeutics INC+0.3%+61.45%Add
12APLSUSDApellis Pharmaceuticals INC+0.2%—Unchanged
13RLAYRelay Therapeutics INC+0.2%—Unchanged
14PTGXProtagonist Therapeutics INC+0.2%—Unchanged
15ALECAlector INC+0.1%—Unchanged
16DSGNDesign Therapeutics INC+0.1%—Unchanged
17AMLXAmylyx Pharmaceuticals INC0%—Unchanged
18KRYSKrystal Biotech INC0%—Unchanged
19SUPNSupernus Pharmaceuticals INC——Unchanged
20PHVSPharvaris N.V.-0.1%—Unchanged
21IMCRImmunocore Holdings Plc-adr-0.1%—Unchanged
22EWTXEdgewise Therapeutics INC-0.1%-66.67%Trim
23✓ Engene Holdings INC-0.2%—Unchanged
24MBXMbx Biosciences INC-0.2%—Unchanged
25CGONCg Oncology INC-0.4%-40.75%Trim
26NRIXNurix Therapeutics INC-0.6%—Unchanged
27BEAMBeam Therapeutics INC-0.7%—Unchanged
28BMRNBiomarin Pharmaceutical INC-0.7%-42.68%Trim
29VERAVera Therapeutics INC-1.7%—Unchanged
30WVEWave Life Sciences Ltd.-1.9%-60.29%Trim
31BCRXBiocryst Pharmaceuticals INC-2.3%-53.49%Trim
32VRDNViridian Therapeutics INC-4.9%-37.70%Trim
33DVAXDynavax Technologies CORP—EXITSold out
34DBVTDbv Technologies Sa-spon Adr—NEWNew buy
35LQDALiquidia CORP—EXITSold out
36ALMSAlumis INC—NEWNew buy

FAQ

What is Elmind Capital, LP and what type of investor is it?
Elmind Capital, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $352.2M, spread across 34 disclosed positions.
What are Elmind Capital, LP's largest equity positions?
Based on the latest 13F filing, Elmind Capital, LP's top holdings by market value are: 1. Cogent Biosciences INC (COGT) — $45.1M (12.8%) 2. Syndax Pharmaceuticals INC (SNDX) — $43.3M (12.3%) 3. Celldex Therapeutics INC (CLDX) — $27.4M (7.8%) 4. Cytomx Therapeutics INC (CTMX) — $21.4M (6.1%) 5. Kalvista Pharmaceuticals INC (4XC1) — $20.6M (5.8%)
What changes did Elmind Capital, LP make in its most recent portfolio filing?
In the latest reported quarter, Elmind Capital, LP made 17 notable position adjustments: 2 new positions were initiated, 7 existing holdings were added to, 6 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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%
What sectors does Elmind Capital, LP focus on?
Elmind Capital, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%