Elmind Capital, Lp Top Holdings and 13F Report (2026) About Elmind Capital, LpInvestment ActivityElmind Capital, Lp has $352.22 million in total holdings as of March 31, 2026.Elmind Capital, Lp owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 11.94% of the portfolio was purchased this quarter.About 13.91% of the portfolio was sold this quarter.This quarter, Elmind Capital, Lp has purchased 34 new stocks and bought additional shares in 7 stocks.Elmind Capital, Lp sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Cogent Biosciences $45,061,783Syndax Pharmaceuticals $43,332,800Celldex Therapeutics $27,437,800CytomX Therapeutics $21,385,000KalVista Pharmaceuticals $20,558,769 Largest New Holdings this Quarter 23306J309 - DBV TECHNOLOGIES S A $5,535,850 Holding022307102 - ALUMIS INC $2,863,900 Holding Largest Purchases this Quarter CytomX Therapeutics 3,850,000 shares (about $18.10M)DBV TECHNOLOGIES S A 265,000 shares (about $5.54M)KalVista Pharmaceuticals 220,000 shares (about $4.43M)Cullinan Therapeutics 220,000 shares (about $3.13M)ALUMIS INC 130,000 shares (about $2.86M) Largest Sales this Quarter CG ONCOLOGY INC 200,700 shares (about $13.58M)BioCryst Pharmaceuticals 1,150,000 shares (about $10.95M)Viridian Therapeutics 323,700 shares (about $6.33M)BioMarin Pharmaceutical 35,000 shares (about $1.98M)WAVE Life Sciences 270,000 shares (about $1.96M) 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$45,061,7830.0%1,170,74012.8%MedicalSNDXSyndax Pharmaceuticals$43,332,8000.0%1,855,00012.3%MedicalCLDXCelldex Therapeutics$27,437,8000.0%865,0007.8%MedicalCTMXCytomX Therapeutics$21,385,000$18,095,000 â–²550.0%4,550,0006.1%MedicalKALVKalVista Pharmaceuticals$20,558,769$4,428,600 â–²27.5%1,021,3005.8%MedicalCG ONCOLOGY INC$19,749,024$13,583,376 â–¼-40.8%291,8005.6%COMVERAVera Therapeutics$19,410,9750.0%482,5005.5%MedicalPCVXVaxcyte$18,391,815$1,452,750 â–²8.6%316,5005.2%MedicalPHVSPharvaris$13,439,9380.0%475,7503.8%MedicalTYRATyra Biosciences$13,405,0000.0%350,0003.8%MedicalBEAMBeam Therapeutics$11,351,1350.0%476,3383.2%MedicalVRDNViridian Therapeutics$10,463,250$6,331,572 â–¼-37.7%534,9313.0%MedicalBCRXBioCryst Pharmaceuticals$9,520,000$10,948,000 â–¼-53.5%1,000,0002.7%MedicalUTHRUnited Therapeutics$8,894,700$2,371,920 â–²36.4%15,0002.5%MedicalCGEMCullinan Therapeutics$7,531,300$3,126,200 â–²71.0%530,0002.1%MedicalNRIXNurix Therapeutics$7,130,0000.0%460,0002.0%MedicalMBX BIOSCIENCES INC$6,298,3500.0%211,0001.8%COMKRYSKrystal Biotech$5,683,0400.0%22,0001.6%MedicalDBV TECHNOLOGIES S A$5,535,850$5,535,850 â–²New Holding265,0001.6%SPONSORED ADSRLAYRelay Therapeutics$5,342,6130.0%536,9461.5%MedicalTVTXTravere Therapeutics$5,276,496$2,008,396 â–²61.5%177,6001.5%MedicalPTGXProtagonist Therapeutics$4,005,2000.0%38,0001.1%MedicalURGNUrogen Pharma$3,955,600$2,157,600 â–²120.0%220,0001.1%MedicalALUMIS INC$2,863,900$2,863,900 â–²New Holding130,0000.8%COMBMRNBioMarin Pharmaceutical$2,655,030$1,977,150 â–¼-42.7%47,0000.8%MedicalDSGNDesign Therapeutics$2,212,0560.0%207,9000.6%MedicalAPLSApellis Pharmaceuticals$2,011,5000.0%50,0000.6%MedicalALECAlector$1,935,0000.0%900,0000.5%MedicalIMCRImmunocore$1,756,1770.0%58,2480.5%MedicalAMLXAmylyx Pharmaceuticals$1,556,8000.0%112,0000.4%MedicalENGENE HOLDINGS INC$1,430,1000.0%210,0000.4%COMWVEWAVE Life Sciences$1,289,384$1,957,501 â–¼-60.3%177,8460.4%MedicalSUPNSupernus Pharmaceuticals$1,033,8000.0%20,0000.3%MedicalEWTXEdgewise Therapeutics$315,000$630,000 â–¼-66.7%10,0000.1%MedicalDVAXDynavax Technologies$0$10,456,862 â–¼-100.0%00.0%MedicalLQDALiquidia$0$3,104,100 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
