Elmind Capital
Latest statistics and disclosures from Elmind Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COGT, SNDX, CLDX, RLAY, PCVX, and represent 44.32% of Elmind Capital's stock portfolio.
- Added to shares of these 10 stocks: RLAY (+$17M), LEGN (+$17M), VRDN (+$8.3M), PCVX (+$7.9M), SMMT (+$7.2M), INSM (+$6.9M), TVTX (+$6.5M), CLDX, CGEM, SUPN.
- Started 6 new stock positions in STRO, SMMT, ENGN, LEGN, SEPN, INSM.
- Reduced shares in these 10 stocks: Kalvista Pharmaceuticals (-$21M), CGON (-$20M), TYRA (-$11M), MBX (-$6.6M), BCRX, URGN, Apellis Pharmaceuticals, VERA, DSGN, Engene Holdings.
- Sold out of its positions in Apellis Pharmaceuticals, CGON, EWTX, Engene Holdings, Kalvista Pharmaceuticals.
- Elmind Capital was a net buyer of stock by $13M.
- Elmind Capital has $398M in assets under management (AUM), dropping by 13.01%.
- Central Index Key (CIK): 0002052213
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Portfolio Holdings for Elmind Capital
Elmind Capital holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cogent Biosciences (COGT) | 11.4 | $45M | 1.2M | 38.70 |
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| Syndax Pharmaceuticals (SNDX) | 10.2 | $41M | 1.9M | 21.86 |
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| Celldex Therapeutics Com New (CLDX) | 9.3 | $37M | +14% | 990k | 37.21 |
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| Relay Therapeutics (RLAY) | 6.9 | $27M | +172% | 1.5M | 18.71 |
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| Vaxcyte (PCVX) | 6.6 | $26M | +42% | 452k | 58.13 |
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| Vera Therapeutics Cl A (VERA) | 4.7 | $19M | -9% | 437k | 42.91 |
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| Pharvaris N V (PHVS) | 4.6 | $18M | +10% | 526k | 34.58 |
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| Miragen Therapeutics (VRDN) | 4.5 | $18M | +84% | 985k | 18.37 |
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| Cytomx Therapeutics (CTMX) | 4.3 | $17M | 4.6M | 3.75 |
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| Travere Therapeutics (TVTX) | 4.2 | $17M | +64% | 293k | 56.81 |
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| Legend Biotech Corp Sponsored Ads (LEGN) | 4.1 | $17M | NEW | 571k | 28.88 |
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| Beam Therapeutics (BEAM) | 4.1 | $16M | 476k | 34.32 |
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| Cullinan Oncology (CGEM) | 3.2 | $13M | +30% | 690k | 18.21 |
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| Nurix Therapeutics (NRIX) | 2.8 | $11M | 460k | 24.26 |
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| Krystal Biotech (KRYS) | 2.1 | $8.2M | 22k | 371.67 |
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| United Therapeutics Corporation (UTHR) | 2.0 | $8.1M | 15k | 541.83 |
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| Summit Therapeutics (SMMT) | 1.8 | $7.2M | NEW | 494k | 14.57 |
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| Insmed Com Par $.01 (INSM) | 1.7 | $6.9M | NEW | 65k | 106.62 |
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| BioCryst Pharmaceuticals (BCRX) | 1.3 | $5.2M | -48% | 520k | 10.00 |
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| Mbx Biosciences (MBX) | 1.3 | $5.0M | -56% | 91k | 55.20 |
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| Protagonist Therapeutics (PTGX) | 1.2 | $4.7M | 38k | 122.58 |
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| Urogen Pharma (URGN) | 1.1 | $4.4M | -45% | 120k | 36.80 |
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| Dbv Technologies S A Sponsored Ads (DBVT) | 1.1 | $4.3M | 265k | 16.40 |
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| Alumis (ALMS) | 0.9 | $3.7M | 130k | 28.14 |
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| Supernus Pharmaceuticals (SUPN) | 0.8 | $3.3M | +250% | 70k | 46.51 |
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| BioMarin Pharmaceutical (BMRN) | 0.7 | $2.7M | 47k | 57.22 |
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| Immunocore Hldgs Ads (IMCR) | 0.6 | $2.6M | +39% | 81k | 31.75 |
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| Amylyx Pharmaceuticals (AMLX) | 0.5 | $2.0M | 112k | 17.96 |
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| Alector (ALEC) | 0.5 | $1.8M | 900k | 2.01 |
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| Septerna (SEPN) | 0.4 | $1.7M | NEW | 49k | 33.49 |
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| Design Therapeutics (DSGN) | 0.4 | $1.6M | -48% | 108k | 14.47 |
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| Sutro Biopharma Com Shs (STRO) | 0.3 | $1.1M | NEW | 32k | 33.20 |
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| Wave Life Sciences SHS (WVE) | 0.3 | $1.0M | 178k | 5.81 |
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| Tyra Biosciences (TYRA) | 0.2 | $639k | -94% | 20k | 31.94 |
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| Engene Therapeutics (ENGN) | 0.1 | $363k | NEW | 210k | 1.73 |
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Past Filings by Elmind Capital
SEC 13F filings are viewable for Elmind Capital going back to 2026
- Elmind Capital 2026 Q2 filed Aug. 14, 2026
- Elmind Capital 2026 Q1 filed May 15, 2026