Elmind Capital, LP

CIK

2052213

Location

NEW YORK, NY

Portfolio Value

Small $352,219,180

Diversification

Diversified

Filing Date

Global Rank

#2,842 / 8,232 ▲ 291

Top Industry

Biotechnology 94.0%

3Y Alpha vs SPY

-26.2%

Period ended 2 months ago

Filed May 15, 2026 · 29d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+1.4%

SPY

+9.1%

Annualised alpha

-26.2%

Max drawdown

−14.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.8%

+0.1 pts

Top 5

44.8%

−2.5 pts

Top 10

68.8%

−2.0 pts

HHI

625

Diversified−20

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$352,219,180	34

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CTMX	CytomX Therapeutics, Inc.	+3,850,000	4,550,000	$21,385,000
CGEM	Cullinan Therapeutics, Inc.	+220,000	530,000	$7,531,300
KALV	KalVista Pharmaceuticals, Inc.	+220,000	1,021,300	$20,558,769
URGN	UroGen Pharma Ltd.	+120,000	220,000	$3,955,600
TVTX	Travere Therapeutics, Inc.	+67,600	177,600	$5,276,496
PCVX	Vaxcyte, Inc.	+25,000	316,500	$18,391,815
UTHR	UNITED THERAPEUTICS Corp	+4,000	15,000	$8,894,700
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
BCRX	Biocryst Pharmaceuticals Inc	−1,150,000	1,000,000	$9,520,000
VRDN	Viridian Therapeutics, Inc.DE	−323,700	534,931	$10,463,250
WVE	Wave Life Sciences Ltd.	−270,000	177,846	$1,289,383
CGON	CG Oncology, Inc.	−200,700	291,800	$19,749,024
BMRN	Biomarin Pharmaceutical Inc	−35,000	47,000	$2,655,030
EWTX	Edgewise Therapeutics, Inc.	−20,000	10,000	$315,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
DBVT	DBV Technologies S.A.	265,000	$5,535,850
ALMS	Alumis Inc.	130,000	$2,863,900
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LQDA	Liquidia Corp	90,000	$3,104,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $352,219,180 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COGT	Cogent Biosciences, Inc. Healthcare	Held	1,170,740	0	$45,061,782	+8.4%	12.79%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Held	1,855,000	0	$43,332,800	+11.2%	12.30%
CLDX	Celldex Therapeutics, Inc. Healthcare	Held	865,000	0	$27,437,800	+16.8%	7.79%
CTMX	CytomX Therapeutics, Inc. Healthcare	Added	4,550,000	+3,850,000	$21,385,000	+617.1%	6.07%
KALV	KalVista Pharmaceuticals, Inc. Healthcare	Added	1,021,300	+220,000	$20,558,769	+58.9%	5.84%
CGON	CG Oncology, Inc. Healthcare	Reduced	291,800	-200,700	$19,749,024	−3.4%	5.61%
VERA	Vera Therapeutics, Inc. Healthcare	Held	482,500	0	$19,410,975	−20.6%	5.51%
PCVX	Vaxcyte, Inc. Healthcare	Added	316,500	+25,000	$18,391,815	+36.7%	5.22%
PHVS	Pharvaris N.V. Healthcare	Held	475,750	0	$13,439,937	+1.8%	3.82%
TYRA	Tyra Biosciences, Inc. Healthcare	Held	350,000	0	$13,405,000	+45.7%	3.81%
BEAM	Beam Therapeutics Inc. Healthcare	Held	476,338	0	$11,351,134	−14.0%	3.22%
VRDN	Viridian Therapeutics, Inc.DE Healthcare	Reduced	534,931	-323,700	$10,463,250	−60.8%	2.97%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Reduced	1,000,000	-1,150,000	$9,520,000	−43.2%	2.70%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	15,000	+4,000	$8,894,700	+66.0%	2.53%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Added	530,000	+220,000	$7,531,300	+134.7%	2.14%
NRIX	Nurix Therapeutics, Inc. Healthcare	Held	460,000	0	$7,130,000	−18.3%	2.02%
MBX	MBX Biosciences, Inc. Healthcare	Held	211,000	0	$6,298,350	−5.4%	1.79%
KRYS	Krystal Biotech, Inc. Healthcare	Held	22,000	0	$5,683,040	+4.8%	1.61%
DBVT	DBV Technologies S.A. Healthcare	NEW	265,000	NEW	$5,535,850	NEW	1.57%
RLAY	Relay Therapeutics, Inc. Healthcare	Held	536,946	0	$5,342,612	+17.6%	1.52%
TVTX	Travere Therapeutics, Inc. Healthcare	Added	177,600	+67,600	$5,276,496	+25.5%	1.50%
PTGX	Protagonist Therapeutics, Inc Healthcare	Held	38,000	0	$4,005,200	+20.7%	1.14%
URGN	UroGen Pharma Ltd. Healthcare	Added	220,000	+120,000	$3,955,600	+68.9%	1.12%
ALMS	Alumis Inc. Healthcare	NEW	130,000	NEW	$2,863,900	NEW	0.81%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Reduced	47,000	-35,000	$2,655,030	−45.5%	0.75%
DSGN	Design Therapeutics, Inc. Healthcare	Held	207,900	0	$2,212,056	+13.4%	0.63%
APLS	Apellis Pharmaceuticals, Inc. Healthcare	Held	50,000	0	$2,011,500	+60.2%	0.57%
ALEC	Alector, Inc. Healthcare	Held	900,000	0	$1,935,000	+37.8%	0.55%
IMCR	Immunocore Holdings plc Healthcare	Held	58,248	0	$1,756,177	−13.1%	0.50%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Held	112,000	0	$1,556,800	+15.1%	0.44%
ENGN	enGene Therapeutics Inc. Healthcare	Held	210,000	0	$1,430,100	−24.6%	0.41%
WVE	Wave Life Sciences Ltd. Healthcare	Reduced	177,846	-270,000	$1,289,383	−83.1%	0.37%
SUPN	Supernus Pharmaceuticals, Inc. Healthcare	Held	20,000	0	$1,033,800	+4.0%	0.29%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Reduced	10,000	-20,000	$315,000	−57.7%	0.09%