Elmind Capital, LP reported 35 positions worth $398.03M for the quarter ended Jun 30, 2026, up 20.7% on the prior quarter. It opened 5 new positions, added to 9, trimmed 6 and exited 2. Its largest holding is Cogent Biosciences, Inc. at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RLAY Relay Therapeutics, Inc. | +928.3K | +172.9% | $17.37M | 6.89% |
| LEGN Legend Biotech Corp | +570.6K | – | $16.48M | 4.14% |
| VRDN Viridian Therapeutics, Inc.\DE | +450.0K | +84.1% | $8.27M | 4.55% |
| PCVX Vaxcyte, Inc. | +135.8K | +42.9% | $7.90M | 6.61% |
| SMMT Summit Therapeutics Inc. | +493.8K | – | $7.19M | 1.81% |
| INSM INSMED Inc | +65.0K | – | $6.93M | 1.74% |
| TVTX Travere Therapeutics, Inc. | +115.0K | +64.8% | $6.53M | 4.18% |
| CLDX Celldex Therapeutics, Inc. | +125.0K | +14.5% | $4.65M | 9.25% |
| CGEM Cullinan Therapeutics, Inc. | +160.0K | +30.2% | $2.91M | 3.16% |
| SUPN Supernus Pharmaceuticals, Inc. | +50.0K | +250.0% | $2.33M | 0.818% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CGON CG Oncology, Inc. | -291.8K | -100.0% | $19.75M | Exited |
| TYRA Tyra Biosciences, Inc. | -330.0K | -94.3% | $10.54M | 0.16% |
| MBX MBX Biosciences, Inc. | -120.0K | -56.9% | $6.62M | 1.26% |
| BCRX Biocryst Pharmaceuticals Inc | -480.0K | -48.0% | $4.80M | 1.31% |
| URGN UroGen Pharma Ltd. | -100.0K | -45.5% | $3.68M | 1.11% |
| VERA Vera Therapeutics, Inc. | -46.0K | -9.5% | $1.97M | 4.71% |
| DSGN Design Therapeutics, Inc. | -100.0K | -48.1% | $1.45M | 0.392% |
| EWTX Edgewise Therapeutics, Inc. | -10.0K | -100.0% | $315.00K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | COGT Cogent Biosciences, Inc. | Healthcare | 1.17M | $45.31M | 11.38% | 0 | 0.0% | Unchanged | 0.68% |
| 2 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 1.86M | $40.55M | 10.19% | 0 | 0.0% | Unchanged | 2.08% |
| 3 | CLDX Celldex Therapeutics, Inc. | Healthcare | 990.0K | $36.84M | 9.25% | +125.0K | +14.5% | Added | 1.26% |
| 4 | RLAY Relay Therapeutics, Inc. | Healthcare | 1.47M | $27.42M | 6.89% | +928.3K | +172.9% | Added | 0.67% |
| 5 | PCVX Vaxcyte, Inc. | Healthcare | 452.3K | $26.29M | 6.61% | +135.8K | +42.9% | Added | 0.31% |
| 6 | VERA Vera Therapeutics, Inc. | Healthcare | 436.5K | $18.73M | 4.71% | -46.0K | -9.5% | Reduced | 0.61% |
| 7 | PHVS Pharvaris N.V. | Healthcare | 525.8K | $18.18M | 4.57% | +50.0K | +10.5% | Added | 0.89% |
| 8 | VRDN Viridian Therapeutics, Inc.\DE | Healthcare | 984.9K | $18.09M | 4.55% | +450.0K | +84.1% | Added | 0.87% |
| 9 | CTMX CytomX Therapeutics, Inc. | Healthcare | 4.55M | $17.06M | 4.29% | 0 | 0.0% | Unchanged | 2.08% |
| 10 | TVTX Travere Therapeutics, Inc. | Healthcare | 292.6K | $16.62M | 4.18% | +115.0K | +64.8% | Added | 0.31% |
| 11 | LEGN Legend Biotech Corp | Healthcare | 570.6K | $16.48M | 4.14% | +570.6K | – | New | 0.31% |
| 12 | BEAM Beam Therapeutics Inc. | Healthcare | 476.3K | $16.35M | 4.11% | 0 | 0.0% | Unchanged | 0.46% |
| 13 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 690.0K | $12.56M | 3.16% | +160.0K | +30.2% | Added | 1.07% |
| 14 | NRIX Nurix Therapeutics, Inc. | Healthcare | 460.0K | $11.16M | 2.8% | 0 | 0.0% | Unchanged | 0.41% |
| 15 | KRYS Krystal Biotech, Inc. | Healthcare | 22.0K | $8.18M | 2.05% | 0 | 0.0% | Unchanged | 0.07% |
Tip. Select a row to see that position’s full history at Elmind Capital.
As of its Q2 2026 13F filing, Elmind Capital, LP’s five largest positions were Cogent Biosciences, Inc. (COGT) at 11.4%, Syndax Pharmaceuticals Inc (SNDX) at 10.2%, Celldex Therapeutics, Inc. (CLDX) at 9.3%, Relay Therapeutics, Inc. (RLAY) at 6.9%, Vaxcyte, Inc. (PCVX) at 6.6% of the reported portfolio.
Elmind Capital, LP reported a 13F portfolio worth $398.03M across 35 positions for Q2 2026. That is up 20.7% from the previous quarter.
Its largest purchases by value were Relay Therapeutics, Inc. ($17.37M), Legend Biotech Corp ($16.48M), Viridian Therapeutics, Inc.\DE ($8.27M). It opened 5 new positions.
Its largest sales by value were CG Oncology, Inc. ($19.75M), Tyra Biosciences, Inc. ($10.54M), MBX Biosciences, Inc. ($6.62M). It exited 2 positions entirely.
From the Form 13F-HR reports Elmind Capital, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.