Elmind Capital, LP

NEW YORK, NY · CIK 2052213 · 13F filing filed 2026-05-15

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$613.6m
Staff2 · 1 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $613.6m gross assets
Form ADV · 2026-09-03SEC adviser record

Legal entityELMIND CAPITAL, LP (US)

$352.2m reported value +3.9% vs Q4 2025

34positions

68.8%in top 10

2 new 7 added 6 reduced 2 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COGENT BIOSCIENCES INC COM COGT	COGT	1,170,740	$45.1m12.79%	12.79%	Unchanged
2	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	1,855,000	$43.3m12.30%	12.30%	Unchanged
3	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	865,000	$27.4m7.79%	7.79%	Unchanged
4	CYTOMX THERAPEUTICS INC COM CTMX	CTMX	4,550,000	$21.4m6.07%	6.07%	Added +3.9m	+3,850,000 550.0%
5	KALVISTA PHARMACEUTICALS INC COM KALV	KALV	1,021,300	$20.6m5.84%	5.84%	Added +220.0k	+220,000 27.5%
6	CG ONCOLOGY INC COM CGON	CGON	291,800	$19.7m5.61%	5.61%	Reduced -200.7k	-200,700 -40.8%
7	VERA THERAPEUTICS INC CL A VERA	VERA	482,500	$19.4m5.51%	5.51%	Unchanged
8	VAXCYTE INC COM PCVX	PCVX	316,500	$18.4m5.22%	5.22%	Added +25.0k	+25,000 8.6%
9	PHARVARIS N V COM PHVS	PHVS	475,750	$13.4m3.82%	3.82%	Unchanged
10	TYRA BIOSCIENCES INC COM TYRA	TYRA	350,000	$13.4m3.81%	3.81%	Unchanged
11	BEAM THERAPEUTICS INC COM BEAM	BEAM	476,338	$11.4m3.22%	3.22%	Unchanged
12	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	534,931	$10.5m2.97%	2.97%	Reduced -323.7k	-323,700 -37.7%
13	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	1,000,000	$9.5m2.70%	2.70%	Reduced -1.1m	-1,150,000 -53.5%
14	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	15,000	$8.9m2.53%	2.53%	Added +4.0k	+4,000 36.4%
15	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	530,000	$7.5m2.14%	2.14%	Added +220.0k	+220,000 71.0%
16	NURIX THERAPEUTICS INC COM NRIX	NRIX	460,000	$7.1m2.02%	2.02%	Unchanged
17	MBX BIOSCIENCES INC COM MBX	MBX	211,000	$6.3m1.79%	1.79%	Unchanged
18	KRYSTAL BIOTECH INC COM KRYS	KRYS	22,000	$5.7m1.61%	1.61%	Unchanged
19	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	265,000	$5.5m1.57%	1.57%	New
20	RELAY THERAPEUTICS INC COM RLAY	RLAY	536,946	$5.3m1.52%	1.52%	Unchanged
21	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	177,600	$5.3m1.50%	1.50%	Added +67.6k	+67,600 61.5%
22	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	38,000	$4.0m1.14%	1.14%	Unchanged
23	UROGEN PHARMA LTD COM URGN	URGN	220,000	$4.0m1.12%	1.12%	Added +120.0k	+120,000 120.0%
24	ALUMIS INC COM ALMS	ALMS	130,000	$2.9m0.81%	0.81%	New
25	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	47,000	$2.7m0.75%	0.75%	Reduced -35.0k	-35,000 -42.7%
26	DESIGN THERAPEUTICS INC COM DSGN	DSGN	207,900	$2.2m0.63%	0.63%	Unchanged
27	APELLIS PHARMACEUTICALS INC COM APLS	APLS	50,000	$2.0m0.57%	0.57%	Unchanged
28	ALECTOR INC COM ALEC	ALEC	900,000	$1.9m0.55%	0.55%	Unchanged
29	IMMUNOCORE HLDGS PLC ADS IMCR	IMCR	58,248	$1.8m0.50%	0.50%	Unchanged
30	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	112,000	$1.6m0.44%	0.44%	Unchanged
31	ENGENE HOLDINGS INC COM COM		210,000	$1.4m0.41%	0.41%	Unchanged
32	WAVE LIFE SCIENCES LTD SHS 96663EUR	96663EUR	177,846	$1.3m0.37%	0.37%	Reduced -270.0k	-270,000 -60.3%
33	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	20,000	$1.0m0.29%	0.29%	Unchanged
34	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	10,000	$315.0k0.09%	0.09%	Reduced -20.0k	-20,000 -66.7%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
DYNAVAX TECHNOLOGIES CORP DVAX	DVAX	679,900	$10.5m679.9k shares
LIQUIDIA CORPORATION LQDA	LQDA	90,000	$3.1m90.0k shares