Elmind Capital, Lp Top Holdings and 13F Report (2026) About Elmind Capital, LpInvestment ActivityElmind Capital, Lp has $398.03 million in total holdings as of June 30, 2026.Elmind Capital, Lp owns shares of 35 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 21.63% of the portfolio was purchased this quarter.About 18.37% of the portfolio was sold this quarter.This quarter, Elmind Capital, Lp has purchased 34 new stocks and bought additional shares in 9 stocks.Elmind Capital, Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Cogent Biosciences $45,307,638Syndax Pharmaceuticals $40,550,300Celldex Therapeutics $36,837,900Relay Therapeutics $27,415,370Vaxcyte $26,294,524 Largest New Holdings this Quarter 52490G102 - Legend Biotech $16,478,033 Holding86627T108 - Summit Therapeutics $7,194,957 Holding457669307 - Insmed $6,930,300 Holding81734D104 - SEPTERNA INC $1,655,880 Holding869367201 - SUTRO BIOPHARMA INC $1,063,628 Holding Largest Purchases this Quarter Relay Therapeutics 928,333 shares (about $17.37M)Legend Biotech 570,569 shares (about $16.48M)Viridian Therapeutics 450,000 shares (about $8.27M)Vaxcyte 135,840 shares (about $7.90M)Summit Therapeutics 493,820 shares (about $7.19M) Largest Sales this Quarter Tyra Biosciences 330,000 shares (about $10.54M)MBX BIOSCIENCES INC 120,000 shares (about $6.62M)BioCryst Pharmaceuticals 480,000 shares (about $4.80M)Urogen Pharma 100,000 shares (about $3.68M)Vera Therapeutics 45,982 shares (about $1.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofElmind Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOGTCogent Biosciences$45,307,6380.0%1,170,74011.4%HealthcareSNDXSyndax Pharmaceuticals$40,550,3000.0%1,855,00010.2%HealthcareCLDXCelldex Therapeutics$36,837,900$4,651,250 â–²14.5%990,0009.3%HealthcareRLAYRelay Therapeutics$27,415,370$17,369,110 â–²172.9%1,465,2796.9%HealthcarePCVXVaxcyte$26,294,524$7,896,379 â–²42.9%452,3406.6%HealthcareVERAVera Therapeutics$18,730,987$1,973,088 â–¼-9.5%436,5184.7%HealthcarePHVSPharvaris$18,180,435$1,729,000 â–²10.5%525,7504.6%HealthcareVRDNViridian Therapeutics$18,093,182$8,266,500 â–²84.1%984,9314.5%HealthcareCTMXCytomX Therapeutics$17,062,5000.0%4,550,0004.3%HealthcareTVTXTravere Therapeutics$16,622,606$6,533,150 â–²64.8%292,6004.2%HealthcareLEGNLegend Biotech$16,478,033$16,478,033 â–²New Holding570,5694.1%HealthcareBEAMBeam Therapeutics$16,347,9200.0%476,3384.1%HealthcareCGEMCullinan Therapeutics$12,564,900$2,913,600 â–²30.2%690,0003.2%HealthcareNRIXNurix Therapeutics$11,159,6000.0%460,0002.8%HealthcareKRYSKrystal Biotech$8,176,7400.0%22,0002.1%HealthcareUTHRUnited Therapeutics$8,127,4500.0%15,0002.0%HealthcareSMMTSummit Therapeutics$7,194,957$7,194,957 â–²New Holding493,8201.8%HealthcareINSMInsmed$6,930,300$6,930,300 â–²New Holding65,0001.7%HealthcareBCRXBioCryst Pharmaceuticals$5,200,000$4,800,000 â–¼-48.0%520,0001.3%HealthcareMBX BIOSCIENCES INC$5,023,200$6,624,000 â–¼-56.9%91,0001.3%COMPTGXProtagonist Therapeutics$4,658,0400.0%38,0001.2%HealthcareURGNUrogen Pharma$4,416,000$3,680,000 â–¼-45.5%120,0001.1%HealthcareDBV TECHNOLOGIES S A$4,346,0000.0%265,0001.1%SPONSORED ADSALUMIS INC$3,658,2000.0%130,0000.9%COMSUPNSupernus Pharmaceuticals$3,255,700$2,325,500 â–²250.0%70,0000.8%HealthcareBMRNBioMarin Pharmaceutical$2,689,3400.0%47,0000.7%HealthcareIMCRImmunocore$2,576,290$726,916 â–²39.3%81,1430.6%HealthcareAMLXAmylyx Pharmaceuticals$2,011,5200.0%112,0000.5%HealthcareALECAlector$1,809,0000.0%900,0000.5%HealthcareSEPTERNA INC$1,655,880$1,655,880 â–²New Holding49,4440.4%COMDSGNDesign Therapeutics$1,561,313$1,447,000 â–¼-48.1%107,9000.4%HealthcareSUTRO BIOPHARMA INC$1,063,628$1,063,628 â–²New Holding32,0370.3%COM SHSWVEWAVE Life Sciences$1,033,2850.0%177,8460.3%HealthcareTYRATyra Biosciences$638,800$10,540,200 â–¼-94.3%20,0000.2%HealthcareENGENE THERAPEUTICS INC$363,300$363,300 â–²New Holding210,0000.1%COMKALVKalVista Pharmaceuticals$0$20,558,769 â–¼-100.0%00.0%HealthcareCG ONCOLOGY INC$0$19,749,024 â–¼-100.0%00.0%COMAPLSApellis Pharmaceuticals$0$2,011,500 â–¼-100.0%00.0%HealthcareENGENE HOLDINGS INC$0$1,430,100 â–¼-100.0%00.0%COMEWTXEdgewise Therapeutics$0$315,000 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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