Elmind Capital, LP
Clone Performance
Feb 2026–Sep 2026 · vs SPYHypothetical 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.
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. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio 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.