Elmind Capital, LP
Elmind Capital, LP reported 35 US-listed holdings worth $398.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Cogent Biosciences Inc. (11.4%), Syndax Pharmaceuticals Inc. (10.2%) and Celldex Therapeutics Inc. (9.3%). Against the quarter before, it opened 6 positions, added to 9, trimmed 6 and sold out of 5.
The 14 largest of its 35 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +16.8% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- Legend Biotech Corp. LEGN$16.5 million
- Summit Therapeutics Inc. SMMT$7.2 million
- Insmed Inc. INSM$6.9 million
- Septerna Inc. SEPN$1.7 million
- Sutro Biopharma Inc. STRO$1.1 million
- Engene Therapeut ENGN$363,300
Added to 9
- Relay Therapeutics Inc. RLAY+928,333 shares · +173%
- Viridian Therapeutics Inc. VRDN+450,000 shares · +84%
- Vaxcyte Inc. PCVX+135,840 shares · +43%
- Travere Therapeutics Inc. TVTX+115,000 shares · +65%
- Celldex Therapeutics Inc. CLDX+125,000 shares · +14%
- Cullinan Therapeutics Inc. CGEM+160,000 shares · +30%
- Supernus Pharmaceuticals, Inc. SUPN+50,000 shares · +250%
- Pharvaris N V PHVS+50,000 shares · +11%
and 1 more in the table below
Trimmed 6
- Tyra Biosciences Inc. TYRA-330,000 shares · -94%
- MBX Biosciences Inc. MBX-120,000 shares · -57%
- Biocryst Pharmaceuticals Inc. BCRX-480,000 shares · -48%
- Urogen Pharma Ltd URGN-100,000 shares · -45%
- Vera Therapeutics Inc. VERA-45,982 shares · -10%
- Design Therapeutics Inc. DSGN-100,000 shares · -48%
Sold out of 5
- Kalvista Pharmaceuticals Inc. KALV$20.6 million last quarter
- CG Oncology Inc. CGON$19.7 million last quarter
- Apellis Pharmaceuticals Inc. APLS$2.0 million last quarter
- Engene Holdings Inc. ENGN$1.4 million last quarter
- Edgewise Therapeutics Inc. EWTX$315,000 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Cogent Biosciences Inc. COGT | 1.2M | $45.3 million | 11.38% | no change |
| Syndax Pharmaceuticals Inc. SNDX | 1.9M | $40.6 million | 10.19% | no change |
| Celldex Therapeutics Inc. CLDX | 990.0K | $36.8 million | 9.25% | +125.0K |
| Relay Therapeutics Inc. RLAY | 1.5M | $27.4 million | 6.89% | +928.3K |
| Vaxcyte Inc. PCVX | 452.3K | $26.3 million | 6.61% | +135.8K |
| Vera Therapeutics Inc. VERA | 436.5K | $18.7 million | 4.71% | -46.0K |
| Pharvaris N V PHVS | 525.8K | $18.2 million | 4.57% | +50.0K |
| Viridian Therapeutics Inc. VRDN | 984.9K | $18.1 million | 4.55% | +450.0K |
| Cytomx Therapeutics Inc. CTMX | 4.5M | $17.1 million | 4.29% | no change |
| Travere Therapeutics Inc. TVTX | 292.6K | $16.6 million | 4.18% | +115.0K |
| Legend Biotech Corp. LEGN | 570.6K | $16.5 million | 4.14% | new |
| Beam Therapeutics Inc. BEAM | 476.3K | $16.3 million | 4.11% | no change |
| Cullinan Therapeutics Inc. CGEM | 690.0K | $12.6 million | 3.16% | +160.0K |
| Nurix Therapeutics Inc. NRIX | 460.0K | $11.2 million | 2.80% | no change |
| Krystal Biotech, Inc. KRYS | 22.0K | $8.2 million | 2.05% | no change |
| United Therapeutics Corp. UTHR | 15.0K | $8.1 million | 2.04% | no change |
| Summit Therapeutics Inc. SMMT | 493.8K | $7.2 million | 1.81% | new |
| Insmed Inc. INSM | 65.0K | $6.9 million | 1.74% | new |
| Biocryst Pharmaceuticals Inc. BCRX | 520.0K | $5.2 million | 1.31% | -480.0K |
| MBX Biosciences Inc. MBX | 91.0K | $5.0 million | 1.26% | -120.0K |
| Protagonist Therapeutics, Inc. PTGX | 38.0K | $4.7 million | 1.17% | no change |
| Urogen Pharma Ltd URGN | 120.0K | $4.4 million | 1.11% | -100.0K |
| DBV Technologies S A DBVT | 265.0K | $4.3 million | 1.09% | no change |
| Alumis Inc. ALMS | 130.0K | $3.7 million | 0.92% | no change |
| Supernus Pharmaceuticals, Inc. SUPN | 70.0K | $3.3 million | 0.82% | +50.0K |
| Biomarin Pharmaceutical Inc. BMRN | 47.0K | $2.7 million | 0.68% | no change |
| Immunocore Hldgs PLC IMCR | 81.1K | $2.6 million | 0.65% | +22.9K |
| Amylyx Pharmaceuticals Inc. AMLX | 112.0K | $2.0 million | 0.51% | no change |
| Alector Inc. ALEC | 900.0K | $1.8 million | 0.45% | no change |
| Septerna Inc. SEPN | 49.4K | $1.7 million | 0.42% | new |
| Design Therapeutics Inc. DSGN | 107.9K | $1.6 million | 0.39% | -100.0K |
| Sutro Biopharma Inc. STRO | 32.0K | $1.1 million | 0.27% | new |
| Wave Life Sciences Ltd WVE | 177.8K | $1.0 million | 0.26% | no change |
| Tyra Biosciences Inc. TYRA | 20.0K | $638,800 | 0.16% | -330.0K |
| Engene Therapeut ENGN | 210.0K | $363,300 | 0.09% | new |