Investor
Elmind Capital, LP
CIK 0002052213 · filed 2026-05-15 · SEC filing
13F book
$352.2M
Positions
34
2 new · 2 sold
Largest name
12.8%
Cogent Biosciences, Inc. · COGT
Est. mark
$19.4M
Price effect on 32 names still held. Flow −$6.06M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cogent Biosciences, Inc. | COGT | 1.17M | $45.1M | 12.8% | $3.48M | Held |
| Syndax Pharmaceuticals Inc | SNDX | 1.85M | $43.3M | 12.3% | $4.36M | Held |
| Celldex Therapeutics Inc New | — | 865K | $27.4M | 7.8% | $3.94M | Held |
| CytomX Therapeutics, Inc. | CTMX | 4.55M | $21.4M | 6.1% | $308K | Added$18.4M |
| Kalvista Pharmaceuticals Inc | — | 1.02M | $20.6M | 5.8% | $3.19M | Added$7.62M |
| CG Oncology, Inc. | CGON | 291.8K | $19.7M | 5.6% | $7.63M | Cut−$699.6K |
| Vera Therapeutics, Inc. | VERA | 482.5K | $19.4M | 5.5% | −$5.02M | Held |
| Vaxcyte, Inc. | PCVX | 316.5K | $18.4M | 5.2% | $3.49M | Added$4.94M |
| Pharvaris N.V. | PHVS | 475.8K | $13.4M | 3.8% | $237.9K | Held |
| Tyra Biosciences, Inc. | TYRA | 350K | $13.4M | 3.8% | $4.2M | Held |
| Beam Therapeutics Inc. | BEAM | 476.3K | $11.4M | 3.2% | −$1.85M | Held |
| Viridian Therapeutics Inc | — | 534.9K | $10.5M | 3.0% | −$6.18M | Cut−$16.3M |
| Biocryst Pharmaceuticals Inc | BCRX | 1M | $9.52M | 2.7% | $1.72M | Cut−$7.25M |
| United Therapeutics Corp Del | — | 15K | $8.89M | 2.5% | $1.16M | Added$3.53M |
| Cullinan Therapeutics, Inc. | CGEM | 530K | $7.53M | 2.1% | $1.2M | Added$4.32M |
| Nurix Therapeutics, Inc. | NRIX | 460K | $7.13M | 2.0% | −$1.6M | Held |
| MBX Biosciences, Inc. | MBX | 211K | $6.3M | 1.8% | −$356.6K | Held |
| Krystal Biotech, Inc. | KRYS | 22K | $5.68M | 1.6% | $259.2K | Held |
| Dbv Technologies S A | — | 265K | $5.54M | 1.6% | — | New |
| Relay Therapeutics, Inc. | RLAY | 536.9K | $5.34M | 1.5% | $800.1K | Held |
| Travere Therapeutics, Inc. | TVTX | 177.6K | $5.28M | 1.5% | −$935K | Added$1.07M |
| Protagonist Therapeutics, Inc | PTGX | 38K | $4.01M | 1.1% | $686.3K | Held |
| UroGen Pharma Ltd. | URGN | 220K | $3.96M | 1.1% | −$544K | Added$1.61M |
| Alumis Inc. | ALMS | 130K | $2.86M | 0.8% | — | New |
| Biomarin Pharmaceutical Inc | BMRN | 47K | $2.66M | 0.8% | −$138.2K | Cut−$2.22M |
| Design Therapeutics, Inc. | DSGN | 207.9K | $2.21M | 0.6% | $262K | Held |
| Apellis Pharmaceuticals Inc | — | 50K | $2.01M | 0.6% | $755.5K | Held |
| Alector, Inc. | ALEC | 900K | $1.94M | 0.5% | $531K | Held |
| Immunocore Hldgs Plc | — | 58.2K | $1.76M | 0.5% | −$265.6K | Held |
| Amylyx Pharmaceuticals, Inc. | AMLX | 112K | $1.56M | 0.4% | $203.8K | Held |
| Engene Holdings Inc | — | 210K | $1.43M | 0.4% | −$466.2K | Held |
| Wave Life Sciences Ltd. | WVE | 177.8K | $1.29M | 0.4% | −$1.73M | Cut−$6.32M |
| Supernus Pharmaceuticals, Inc. | SUPN | 20K | $1.03M | 0.3% | $39.8K | Held |
| Edgewise Therapeutics, Inc. | EWTX | 10K | $315K | 0.1% | $66.8K | Cut−$429.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.