Elmind Capital, LP
Elmind Capital, LP reported 35 holdings worth US$398M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Elmind Capital, LP reported 35 holdings worth US$398M as of Jun 30, 2026. Largest: Cogent Biosciences, Inc., Syndax Pharmaceuticals, Inc. and Celldex Therapeutics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$398M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Cogent Biosciences, Inc. | 1.17M | US$45.3M | 11.4% |
| Syndax Pharmaceuticals, Inc. | 1.85M | US$40.6M | 10.2% |
| Celldex Therapeutics, Inc. | 990K | US$36.8M | 9.3% |
| Relay Therapeutics, Inc. | 1.47M | US$27.4M | 6.9% |
| Vaxcyte, Inc. | 452K | US$26.3M | 6.6% |
| Vera Therapeutics, Inc. | 437K | US$18.7M | 4.7% |
| Viridian Therapeutics, Inc. | 985K | US$18.1M | 4.5% |
| Cytomx Therapeutics, Inc. | 4.55M | US$17.1M | 4.3% |
| Travere Therapeutics, Inc. | 293K | US$16.6M | 4.2% |
| Beam Therapeutics Inc. | 476K | US$16.3M | 4.1% |
| Cullinan Therapeutics, Inc. | 690K | US$12.6M | 3.2% |
| Nurix Therapeutics, Inc. | 460K | US$11.2M | 2.8% |
| Krystal Biotech, Inc. | 22,000 | US$8.18M | 2.1% |
| United Therapeutics Corporation | 15,000 | US$8.13M | 2.0% |
| Summit Therapeutics Inc. | 494K | US$7.19M | 1.8% |
| Insmed Incorporated | 65,000 | US$6.93M | 1.7% |
| Biocryst Pharmaceuticals, Inc. | 520K | US$5.2M | 1.3% |
| Mbx Biosciences, Inc. | 91,000 | US$5.02M | 1.3% |
| Protagonist Therapeutics, Inc. | 38,000 | US$4.66M | 1.2% |
| Dbv Technologies Sa | 265K | US$4.35M | 1.1% |
| Alumis Inc. | 130K | US$3.66M | 0.92% |
| Supernus Pharmaceuticals, Inc. | 70,000 | US$3.26M | 0.82% |
| Biomarin Pharmaceutical Inc. | 47,000 | US$2.69M | 0.68% |
| Amylyx Pharmaceuticals, Inc. | 112K | US$2.01M | 0.51% |
| Alector, Inc. | 900K | US$1.81M | 0.45% |
| Septerna, Inc. | 49,444 | US$1.66M | 0.42% |
| Design Therapeutics, Inc. | 108K | US$1.56M | 0.39% |
| Sutro Biopharma, Inc. | 32,037 | US$1.06M | 0.27% |
| Tyra Biosciences, Inc. | 20,000 | US$639K | 0.16% |
| Engene Holdings Inc. | 0 | US$0 | 0.00% |
| Kalvista Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Apellis Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Cg Oncology, Inc. | 0 | US$0 | 0.00% |
| Edgewise Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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