Q1 2026 · 13F-HR
Elmind Capital, LPholdings as filed
Filed 2026-05-15 · accession 0001013594-26-000602
$352.2M
Reported value
34
Positions
2026-03-31
Period end
The Brief · Elmind Capital, LP · Q1 2026
AI · grounded in 13F
Elmind Capital, LP exited its position in DVAX, reducing its exposure by $10.46M. The fund established a new position in DBVT valued at $5.54M and closed its position in LQDA for $3.1M. Additionally, the fund increased its holdings in CTMX by 550% and CGEM by 70.97%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $45.1M | 12.8% | 1,170,740 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $43.3M | 12.3% | 1,855,000 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $27.4M | 7.79% | 865,000 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC. | $21.4M | 6.07% | 4,550,000 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $20.6M | 5.84% | 1,021,300 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $19.7M | 5.61% | 291,800 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $19.4M | 5.51% | 482,500 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $18.4M | 5.22% | 316,500 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $13.4M | 3.82% | 475,750 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $13.4M | 3.81% | 350,000 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $11.4M | 3.22% | 476,338 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $10.5M | 2.97% | 534,931 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.5M | 2.70% | 1,000,000 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $8.9M | 2.53% | 15,000 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $7.5M | 2.14% | 530,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $7.1M | 2.02% | 460,000 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $6.3M | 1.79% | 211,000 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $5.7M | 1.61% | 22,000 | Common | SOLE |
| 23306J309 | DBVT | DBV TECHNOLOGIES S A | $5.5M | 1.57% | 265,000 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $5.3M | 1.52% | 536,946 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $5.3M | 1.50% | 177,600 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.0M | 1.14% | 38,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $4.0M | 1.12% | 220,000 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $2.9M | 0.81% | 130,000 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $2.7M | 0.75% | 47,000 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $2.2M | 0.63% | 207,900 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $2.0M | 0.57% | 50,000 | Common | SOLE |
| 014442107 | ALEC | ALECTOR INC | $1.9M | 0.55% | 900,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.8M | 0.50% | 58,248 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $1.6M | 0.44% | 112,000 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $1.4M | 0.41% | 210,000 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $1.3M | 0.37% | 177,846 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS | $1.0M | 0.29% | 20,000 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $315,000 | 0.09% | 10,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.