Elmind Capital, LP

CIK

2052213

Location

NEW YORK, NY

Portfolio Value

Small $352,219,180

Diversification

Diversified

Filing Date

Global Rank

#3,156 / 8,622 ▲ 199 · as of Mar 2026

Top Industry

Biotechnology 94.0%

3Y Alpha vs SPY

+21.6%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.2%

SPY

+9.0%

Annualised alpha

+15.7%

Max drawdown

−14.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

34 tracked 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 tracked positions · $352,219,180 total · filing declares 34 positions · $352,219,185 · 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.