Elmind Capital, LP

NEW YORK, NY · CIK 2052213 · 13F filing filed 2026-08-14

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)

$398.0m reported value +13.0% vs Q1 2026

35positions

66.6%in top 10

6 new 9 added 6 reduced 5 sold out vs Q1 2026

Holdings, Q2 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	$45.3m11.38%	11.38%	Unchanged
2	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	1,855,000	$40.6m10.19%	10.19%	Unchanged
3	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	990,000	$36.8m9.25%	9.25%	Added +125.0k	+125,000 14.4%
4	RELAY THERAPEUTICS INC COM RLAY	RLAY	1,465,279	$27.4m6.89%	6.89%	Added +928.3k	+928,333 172.9%
5	VAXCYTE INC COM PCVX	PCVX	452,340	$26.3m6.61%	6.61%	Added +135.8k	+135,840 42.9%
6	VERA THERAPEUTICS INC CL A VERA	VERA	436,518	$18.7m4.71%	4.71%	Reduced -46.0k	-45,982 -9.5%
7	PHARVARIS N V COM PHVS	PHVS	525,750	$18.2m4.57%	4.57%	Added +50.0k	+50,000 10.5%
8	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	984,931	$18.1m4.55%	4.55%	Added +450.0k	+450,000 84.1%
9	CYTOMX THERAPEUTICS INC COM CTMX	CTMX	4,550,000	$17.1m4.29%	4.29%	Unchanged
10	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	292,600	$16.6m4.18%	4.18%	Added +115.0k	+115,000 64.8%
11	LEGEND BIOTECH CORP SPONSORED ADS LEGN	LEGN	570,569	$16.5m4.14%	4.14%	New
12	BEAM THERAPEUTICS INC COM BEAM	BEAM	476,338	$16.3m4.11%	4.11%	Unchanged
13	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	690,000	$12.6m3.16%	3.16%	Added +160.0k	+160,000 30.2%
14	NURIX THERAPEUTICS INC COM NRIX	NRIX	460,000	$11.2m2.80%	2.80%	Unchanged
15	KRYSTAL BIOTECH INC COM KRYS	KRYS	22,000	$8.2m2.05%	2.05%	Unchanged
16	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	15,000	$8.1m2.04%	2.04%	Unchanged
17	SUMMIT THERAPEUTICS INC COM SMMT	SMMT	493,820	$7.2m1.81%	1.81%	New
18	INSMED INC COM PAR $.01 INSM	INSM	65,000	$6.9m1.74%	1.74%	New
19	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	520,000	$5.2m1.31%	1.31%	Reduced -480.0k	-480,000 -48.0%
20	MBX BIOSCIENCES INC COM MBX	MBX	91,000	$5.0m1.26%	1.26%	Reduced -120.0k	-120,000 -56.9%
21	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	38,000	$4.7m1.17%	1.17%	Unchanged
22	UROGEN PHARMA LTD COM URGN	URGN	120,000	$4.4m1.11%	1.11%	Reduced -100.0k	-100,000 -45.5%
23	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	265,000	$4.3m1.09%	1.09%	Unchanged
24	ALUMIS INC COM ALMS	ALMS	130,000	$3.7m0.92%	0.92%	Unchanged
25	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	70,000	$3.3m0.82%	0.82%	Added +50.0k	+50,000 250.0%
26	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	47,000	$2.7m0.68%	0.68%	Unchanged
27	IMMUNOCORE HLDGS PLC ADS IMCR	IMCR	81,143	$2.6m0.65%	0.65%	Added +22.9k	+22,895 39.3%
28	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	112,000	$2.0m0.51%	0.51%	Unchanged
29	ALECTOR INC COM ALEC	ALEC	900,000	$1.8m0.45%	0.45%	Unchanged
30	SEPTERNA INC COM SEPN	SEPN	49,444	$1.7m0.42%	0.42%	New
31	DESIGN THERAPEUTICS INC COM DSGN	DSGN	107,900	$1.6m0.39%	0.39%	Reduced -100.0k	-100,000 -48.1%
32	SUTRO BIOPHARMA INC COM SHS STRO	STRO	32,037	$1.1m0.27%	0.27%	New
33	WAVE LIFE SCIENCES LTD SHS 96663EUR	96663EUR	177,846	$1.0m0.26%	0.26%	Unchanged
34	TYRA BIOSCIENCES INC COM TYRA	TYRA	20,000	$638.8k0.16%	0.16%	Reduced -330.0k	-330,000 -94.3%
35	ENGENE THERAPEUTICS INC COM ENGN	ENGN	210,000	$363.3k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KALVISTA PHARMACEUTICALS INC KALV	KALV	1,021,300	$20.6m1.0m shares
CG ONCOLOGY INC CGON	CGON	291,800	$19.7m291.8k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	50,000	$2.0m50.0k shares
ENGENE HOLDINGS INC		210,000	$1.4m210.0k shares
EDGEWISE THERAPEUTICS INC EWTX	EWTX	10,000	$315.0k10.0k shares