Q2 2026 13F · SEC CIK 2052213

Elmind Capital, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $398.0M
Reported positions: 35
Holdings vs S&P 500, 3 yrs: —
Assets under management: $613.6M

Elmind Capital, LP is a hedge fund that reported 35 positions worth $398.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cogent Biosciences Inc (COGT, 11.4%), Syndax Pharmaceuticals Inc (SNDX, 10.2%), Celldex Therapeutics Inc New (CLDX, 9.3%).

Elmind Capital, LP holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elmind Capital, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
COGTCogent Biosciences Inc	11.4%	12.8%	1,170,740	+0.0%	$45.3M
SNDXSyndax Pharmaceuticals Inc	10.2%	12.3%	1,855,000	+0.0%	$40.6M
CLDXCelldex Therapeutics Inc New	9.3%	7.8%	990,000	+14.5%	$36.8M
RLAYRelay Therapeutics Inc	6.9%	1.5%	1,465,279	+172.9%	$27.4M
PCVXVaxcyte Inc	6.6%	5.2%	452,340	+42.9%	$26.3M
VERAVera Therapeutics Inc Class A	4.7%	5.5%	436,518	-9.5%	$18.7M
PHVSPharvaris N V	4.6%	3.8%	525,750	+10.5%	$18.2M
VRDNViridian Therapeutics Inc	4.5%	3.0%	984,931	+84.1%	$18.1M
CTMXCytomx Therapeutics Inc.	4.3%	6.1%	4,550,000	+0.0%	$17.1M
TVTXTravere Therapeutics Inc	4.2%	1.5%	292,600	+64.8%	$16.6M
LEGNLegend Biotech Corp	4.1%	New	570,569	—	$16.5M
BEAMBeam Therapeutics Inc	4.1%	3.2%	476,338	+0.0%	$16.3M
CGEMCullinan Therapeutics Inc	3.2%	2.1%	690,000	+30.2%	$12.6M
NRIXNurix Therapeutics Inc	2.8%	2.0%	460,000	+0.0%	$11.2M
KRYSKrystal Biotech Inc	2.1%	1.6%	22,000	+0.0%	$8.2M
UTHRUnited Therapeutics Corp Del	2.0%	2.5%	15,000	+0.0%	$8.1M
SMMTSummit Therapeutics Inc	1.8%	New	493,820	—	$7.2M
INSMInsmed Inc	1.7%	New	65,000	—	$6.9M
BCRXBiocryst Pharmaceuticals Inc	1.3%	2.7%	520,000	-48.0%	$5.2M
MBXMbx Biosciences Inc	1.3%	1.8%	91,000	-56.9%	$5.0M
PTGXProtagonist Therapeutics Inc	1.2%	1.1%	38,000	+0.0%	$4.7M
URGNUrogen Pharma Ltd	1.1%	1.1%	120,000	-45.5%	$4.4M
DBVTDbv Technologies S A	1.1%	1.6%	265,000	+0.0%	$4.3M
ALMSAlumis Ord	0.9%	0.8%	130,000	+0.0%	$3.7M
SUPNSupernus Pharmaceuticals	0.8%	0.3%	70,000	+250.0%	$3.3M
BMRNBiomarin Pharmaceutical Inc	0.7%	0.8%	47,000	+0.0%	$2.7M
IMCRImmunocore Hldgs PLC	0.6%	0.5%	81,143	+39.3%	$2.6M
AMLXAmylyx Pharmaceuticals Inc	0.5%	0.4%	112,000	+0.0%	$2.0M
ALECAlector, Inc.	0.5%	0.5%	900,000	+0.0%	$1.8M
SEPNSepterna Inc	0.4%	New	49,444	—	$1.7M
DSGNDesign Therapeutics, Inc.	0.4%	0.6%	107,900	-48.1%	$1.6M
STROSutro Biopharma Inc	0.3%	New	32,037	—	$1.1M
WVEWave Life Sciences Ltd	0.3%	0.4%	177,846	+0.0%	$1.0M
TYRATyra Biosciences Inc	0.2%	3.8%	20,000	-94.3%	$639K
ENGNEngene Therapeutics Inc	0.1%	New	210,000	—	$363K

What Elmind Capital, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$398.0M	35
Q1 2026	$352.2M	34
Q4 2025	$338.9M	34

Questions about Elmind Capital, LP's portfolio

What stocks does Elmind Capital, LP own?

Elmind Capital, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 35 positions worth $398.0M. The largest are Cogent Biosciences Inc (COGT) at 11.4%, Syndax Pharmaceuticals Inc (SNDX) at 10.2%, Celldex Therapeutics Inc New (CLDX) at 9.3%, Relay Therapeutics Inc (RLAY) at 6.9% and Vaxcyte Inc (PCVX) at 6.6%.

What did Elmind Capital, LP buy last quarter?

In Q2 2026, Elmind Capital, LP added a new position in Legend Biotech Corp (LEGN), a new position in Summit Therapeutics Inc (SMMT), a new position in Insmed Inc (INSM), a new position in Septerna Inc (SEPN), a new position in Sutro Biopharma Inc (STRO), Supernus Pharmaceuticals (SUPN) (+250.0% shares), Relay Therapeutics Inc (RLAY) (+172.9% shares) and Viridian Therapeutics Inc (VRDN) (+84.1% shares), compared with its Q1 2026 filing.

What did Elmind Capital, LP sell last quarter?

In Q2 2026, Elmind Capital, LP sold all of Kalvista Pharmaceuticals Inc (KALV), sold all of Cg Oncology Inc (CGON), sold all of Apellis Pharmaceuticals Inc (APLS), sold all of enGene Holdings Inc. (ENGN), sold all of Edgewise Therapeutics Inc (EWTX), Tyra Biosciences Inc (TYRA) (-94.3% shares), Mbx Biosciences Inc (MBX) (-56.9% shares) and Design Therapeutics, Inc. (DSGN) (-48.1% shares), compared with its Q1 2026 filing.

When is Elmind Capital, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elmind Capital, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elmind Capital, LP manage?

Elmind Capital, LP reported $613.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $398.0M.