Elmind Capital, LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $613,614,919 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $374,836,890 | Pooled investment vehicles (100%) |
| Jan 2025 to Mar 2025 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2026-06-30, active share 97.7%; sector active share 90.9% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $398,034,836 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RLAY | Relay Therapeutics, Inc. | +928,333 | 1,465,279 | $27,415,370 | |
| VRDN | Viridian Therapeutics, Inc.\DE | +450,000 | 984,931 | $18,093,182 | |
| CGEM | Cullinan Therapeutics, Inc. | +160,000 | 690,000 | $12,564,900 | |
| PCVX | Vaxcyte, Inc. | +135,840 | 452,340 | $26,294,524 | |
| CLDX | Celldex Therapeutics, Inc. | +125,000 | 990,000 | $36,837,900 | |
| TVTX | Travere Therapeutics, Inc. | +115,000 | 292,600 | $16,622,606 | |
| PHVS | Pharvaris N.V. | +50,000 | 525,750 | $18,180,435 | |
| SUPN | Supernus Pharmaceuticals, Inc. | +50,000 | 70,000 | $3,255,700 | |
| IMCR | Immunocore Holdings plc | +22,895 | 81,143 | $2,576,290 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCRX | Biocryst Pharmaceuticals Inc | −480,000 | 520,000 | $5,200,000 | |
| TYRA | Tyra Biosciences, Inc. | −330,000 | 20,000 | $638,800 | |
| MBX | MBX Biosciences, Inc. | −120,000 | 91,000 | $5,023,200 | |
| URGN | UroGen Pharma Ltd. | −100,000 | 120,000 | $4,416,000 | |
| DSGN | Design Therapeutics, Inc. | −100,000 | 107,900 | $1,561,313 | |
| VERA | Vera Therapeutics, Inc. | −45,982 | 436,518 | $18,730,987 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
Held | 1,170,740 | $45,307,638 | 11.38% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Held | 1,855,000 | $40,550,300 | 10.19% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
Added | 990,000 | $36,837,900 | 9.25% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
Added | 1,465,279 | $27,415,370 | 6.89% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Added | 452,340 | $26,294,524 | 6.61% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
Reduced | 436,518 | $18,730,987 | 4.71% | |
| PHVS |
Pharvaris N.V.
Healthcare
|
Added | 525,750 | $18,180,435 | 4.57% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
Added | 984,931 | $18,093,182 | 4.55% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
Held | 4,550,000 | $17,062,500 | 4.29% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
Added | 292,600 | $16,622,606 | 4.18% | |
| LEGN |
Legend Biotech Corp
Healthcare
|
NEW | 570,569 | $16,478,032 | 4.14% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
Held | 476,338 | $16,347,920 | 4.11% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Added | 690,000 | $12,564,900 | 3.16% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
Held | 460,000 | $11,159,600 | 2.80% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
Held | 22,000 | $8,176,740 | 2.05% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Held | 15,000 | $8,127,450 | 2.04% | |
| SMMT |
Summit Therapeutics Inc.
Healthcare
|
NEW | 493,820 | $7,194,957 | 1.81% | |
| INSM |
INSMED Inc
Healthcare
|
NEW | 65,000 | $6,930,300 | 1.74% | |
| BCRX |
Biocryst Pharmaceuticals Inc
Healthcare
|
Reduced | 520,000 | $5,200,000 | 1.31% | |
| MBX |
MBX Biosciences, Inc.
Healthcare
|
Reduced | 91,000 | $5,023,200 | 1.26% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
Held | 38,000 | $4,658,040 | 1.17% | |
| URGN |
UroGen Pharma Ltd.
Healthcare
|
Reduced | 120,000 | $4,416,000 | 1.11% | |
| DBVT |
DBV Technologies S.A.
Healthcare
|
Held | 265,000 | $4,346,000 | 1.09% | |
| ALMS |
Alumis Inc.
Healthcare
|
Held | 130,000 | $3,658,200 | 0.92% | |
| SUPN |
Supernus Pharmaceuticals, Inc.
Healthcare
|
Added | 70,000 | $3,255,700 | 0.82% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
Held | 47,000 | $2,689,340 | 0.68% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
Added | 81,143 | $2,576,290 | 0.65% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Held | 112,000 | $2,011,520 | 0.51% | |
| ALEC |
Alector, Inc.
Healthcare
|
Held | 900,000 | $1,809,000 | 0.45% | |
| SEPN |
Septerna, Inc.
Healthcare
|
NEW | 49,444 | $1,655,879 | 0.42% | |
| DSGN |
Design Therapeutics, Inc.
Healthcare
|
Reduced | 107,900 | $1,561,313 | 0.39% | |
| STRO |
Sutro Biopharma, Inc.
Healthcare
|
NEW | 32,037 | $1,063,628 | 0.27% | |
| WVE |
Wave Life Sciences, Inc.
Healthcare
|
Held | 177,846 | $1,033,285 | 0.26% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
Reduced | 20,000 | $638,800 | 0.16% | |
| ENGN |
enGene Therapeutics Inc.
Healthcare
|
Held | 210,000 | $363,300 | 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.