Institutional Manager · CIK 0002052213
Elmind Capital, LP
NEW YORK, NY · File #028-26468
Latest AUM
$338.9M
Positions
34
Top-10 Concentration
68.5%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | COGENT BIOSCIENCES INC | COGT | +1,170,740 | +$41.6M | $0 |
| NEW | SYNDAX PHARMACEUTICALS INC | SNDX | +1,855,000 | +$39.0M | $0 |
| NEW | VIRIDIAN THERAPEUTICS INC | VRDN | +858,631 | +$26.7M | $0 |
| NEW | VERA THERAPEUTICS INC | VERA | +482,500 | +$24.4M | $0 |
| NEW | CELLDEX THERAPEUTICS INC NEW | CLDX | +865,000 | +$23.5M | $0 |
| NEW | CG ONCOLOGY INC | CGON | +492,500 | +$20.4M | $0 |
| NEW | BIOCRYST PHARMACEUTICALS INC | BCRX | +2,150,000 | +$16.8M | $0 |
| NEW | VAXCYTE INC | PCVX | +291,500 | +$13.4M | $0 |
| NEW | BEAM THERAPEUTICS INC | BEAM | +476,338 | +$13.2M | $0 |
| NEW | PHARVARIS N V | PHVS | +475,750 | +$13.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202534 pos · $338.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |