13F HOLDINGS REPORT
Elmind Capital, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001013594-26-000245
Total Value
$338.9M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | COGT | 1,170,740 | $41.6M | 12.27% |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,855,000 | $39.0M | 11.50% |
| 3 | VIRIDIAN THERAPEUTICS INC | VRDN | 858,631 | $26.7M | 7.89% |
| 4 | VERA THERAPEUTICS INC | VERA | 482,500 | $24.4M | 7.21% |
| 5 | CELLDEX THERAPEUTICS INC NEW | CLDX | 865,000 | $23.5M | 6.93% |
| 6 | CG ONCOLOGY INC | CGON | 492,500 | $20.4M | 6.03% |
| 7 | BIOCRYST PHARMACEUTICALS INC | BCRX | 2,150,000 | $16.8M | 4.95% |
| 8 | VAXCYTE INC | PCVX | 291,500 | $13.4M | 3.97% |
| 9 | BEAM THERAPEUTICS INC | BEAM | 476,338 | $13.2M | 3.90% |
| 10 | PHARVARIS N V | PHVS | 475,750 | $13.2M | 3.90% |
| 11 | KALVISTA PHARMACEUTICALS INC | KALV | 801,300 | $12.9M | 3.82% |
| 12 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 679,900 | $10.5M | 3.09% |
| 13 | TYRA BIOSCIENCES INC | TYRA | 350,000 | $9.2M | 2.72% |
| 14 | NURIX THERAPEUTICS INC | NRIX | 460,000 | $8.7M | 2.58% |
| 15 | WAVE LIFE SCIENCES LTD | WVE | 447,846 | $7.6M | 2.25% |
| 16 | MBX BIOSCIENCES INC | MBX | 211,000 | $6.7M | 1.96% |
| 17 | KRYSTAL BIOTECH INC | KRYS | 22,000 | $5.4M | 1.60% |
| 18 | UNITED THERAPEUTICS CORP DEL | UTHR | 11,000 | $5.4M | 1.58% |
| 19 | BIOMARIN PHARMACEUTICAL INC | BMRN | 82,000 | $4.9M | 1.44% |
| 20 | RELAY THERAPEUTICS INC | RLAY | 536,946 | $4.5M | 1.34% |
| 21 | TRAVERE THERAPEUTICS INC | TVTX | 110,000 | $4.2M | 1.24% |
| 22 | PROTAGONIST THERAPEUTICS INC | PTGX | 38,000 | $3.3M | 0.98% |
| 23 | CULLINAN THERAPEUTICS INC | CGEM | 310,000 | $3.2M | 0.95% |
| 24 | LIQUIDIA CORPORATION | LQDA | 90,000 | $3.1M | 0.92% |
| 25 | CYTOMX THERAPEUTICS INC | CTMX | 700,000 | $3.0M | 0.88% |
| 26 | UROGEN PHARMA LTD | URGN | 100,000 | $2.3M | 0.69% |
| 27 | IMMUNOCORE HLDGS PLC | IMCR | 58,248 | $2.0M | 0.60% |
| 28 | DESIGN THERAPEUTICS INC | DSGN | 207,900 | $2.0M | 0.58% |
| 29 | ENGENE HOLDINGS INC | ENGNW | 210,000 | $1.9M | 0.56% |
| 30 | ALECTOR INC | ALEC | 900,000 | $1.4M | 0.41% |
| 31 | AMYLYX PHARMACEUTICALS INC | AMLX | 112,000 | $1.4M | 0.40% |
| 32 | APELLIS PHARMACEUTICALS INC | APLS | 50,000 | $1.3M | 0.37% |
| 33 | SUPERNUS PHARMACEUTICALS INC | SUPN | 20,000 | $994,000 | 0.29% |
| 34 | EDGEWISE THERAPEUTICS INC | EWTX | 30,000 | $744,450 | 0.22% |