Holders — by stockHoldings — by fund
Elmind Capital, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002052213
$398.0M
disclosed book value
35
positions
11.4%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COGTCOGENT BIOSCIENCES INC | 1.2M | $45.3M | 11.4% |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 1.9M | $40.6M | 10.2% |
| 3 | CLDXCELLDEX THERAPEUTICS INC NEW | 990,000 | $36.8M | 9.3% |
| 4 | RLAYRELAY THERAPEUTICS INC | 1.5M | $27.4M | 6.9% |
| 5 | PCVXVAXCYTE INC | 452,340 | $26.3M | 6.6% |
| 6 | VERAVERA THERAPEUTICS INC | 436,518 | $18.7M | 4.7% |
| 7 | PHVSPHARVARIS N V | 525,750 | $18.2M | 4.6% |
| 8 | VRDNVIRIDIAN THERAPEUTICS INC | 984,931 | $18.1M | 4.5% |
| 9 | CTMXCYTOMX THERAPEUTICS INC. | 4.5M | $17.1M | 4.3% |
| 10 | TVTXTRAVERE THERAPEUTICS INC | 292,600 | $16.6M | 4.2% |
| 11 | LEGNLEGEND BIOTECH CORP | 570,569 | $16.5M | 4.1% |
| 12 | BEAMBEAM THERAPEUTICS INC | 476,338 | $16.3M | 4.1% |
| 13 | CGEMCULLINAN THERAPEUTICS INC | 690,000 | $12.6M | 3.2% |
| 14 | NRIXNURIX THERAPEUTICS INC | 460,000 | $11.2M | 2.8% |
| 15 | KRYSKRYSTAL BIOTECH INC | 22,000 | $8.2M | 2.1% |
| 16 | UTHRUNITED THERAPEUTICS CORP DEL | 15,000 | $8.1M | 2% |
| 17 | SMMTSUMMIT THERAPEUTICS INC | 493,820 | $7.2M | 1.8% |
| 18 | INSMINSMED INC | 65,000 | $6.9M | 1.7% |
| 19 | BCRXBIOCRYST PHARMACEUTICALS INC | 520,000 | $5.2M | 1.3% |
| 20 | MBXMBX BIOSCIENCES INC | 91,000 | $5.0M | 1.3% |
| 21 | PTGXPROTAGONIST THERAPEUTICS INC | 38,000 | $4.7M | 1.2% |
| 22 | URGNUROGEN PHARMA LTD | 120,000 | $4.4M | 1.1% |
| 23 | DBVTDBV TECHNOLOGIES S A | 265,000 | $4.3M | 1.1% |
| 24 | ALMSALUMIS INC | 130,000 | $3.7M | 0.9% |
| 25 | SUPNSUPERNUS PHARMACEUTICALS | 70,000 | $3.3M | 0.8% |
| 26 | BMRNBIOMARIN PHARMACEUTICAL INC | 47,000 | $2.7M | 0.7% |
| 27 | IMCRIMMUNOCORE HLDGS PLC | 81,143 | $2.6M | 0.6% |
| 28 | AMLXAMYLYX PHARMACEUTICALS INC | 112,000 | $2.0M | 0.5% |
| 29 | ALECALECTOR INC | 900,000 | $1.8M | 0.5% |
| 30 | SEPNSEPTERNA INC | 49,444 | $1.7M | 0.4% |
| 31 | DSGNDESIGN THERAPEUTICS INC | 107,900 | $1.6M | 0.4% |
| 32 | STROSUTRO BIOPHARMA INC | 32,037 | $1.1M | 0.3% |
| 33 | WVEWAVE LIFE SCIENCES LTD | 177,846 | $1.0M | 0.3% |
| 34 | TYRATYRA BIOSCIENCES INC | 20,000 | $638,800 | 0.2% |
| 35 | ENGNENGENE THERAPEUTICS INC | 210,000 | $363,300 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.