Filed: 2/17/2026ACC: 0001013594-26-000245
📋 What this filing means
ELMIND CAPITAL, LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $338.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$338.85M
Total AUM (reported)
15.66M
Total Shares
Allocation by class
COM$267.73M79.0%
COM NEW$37.05M10.9%
CL A$24.43M7.2%
SHS$7.61M2.2%
ADS$2.02M0.6%
Portfolio Concentration
Top 3$107.28M31.7%
4–10$125.00M36.9%
11–25$92.61M27.3%
Rest$13.96M4.1%
Top 3 weight
31.7%
Top 10 weight
68.5%
Voting Authority Distribution
Total shares with voting rights: 15.66M
Sole
Full voting authority
15.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
COGENT BIOSCIENCES INC
SOLEShares1.17M
TypeSH
Market value$41.58M
12.27%
Sole
1.17M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1.85M
TypeSH
Market value$38.97M
11.50%
Sole
1.85M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares858.63K
TypeSH
Market value$26.72M
7.89%
Sole
858.63K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares482.50K
TypeSH
Market value$24.43M
7.21%
Sole
482.50K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares865K
TypeSH
Market value$23.49M
6.93%
Sole
865K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares492.50K
TypeSH
Market value$20.45M
6.03%
Sole
492.50K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares2.15M
TypeSH
Market value$16.77M
4.95%
Sole
2.15M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares291.50K
TypeSH
Market value$13.45M
3.97%
Sole
291.50K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares476.34K
TypeSH
Market value$13.20M
3.90%
Sole
476.34K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares475.75K
TypeSH
Market value$13.20M
3.90%
Sole
475.75K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares801.30K
TypeSH
Market value$12.94M
3.82%
Sole
801.30K
Shared
0.00
None
0.00
DYNAVAX TECHNOLOGIES CORP
SOLEShares679.90K
TypeSH
Market value$10.46M
3.09%
Sole
679.90K
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares350K
TypeSH
Market value$9.20M
2.72%
Sole
350K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares460K
TypeSH
Market value$8.73M
2.58%
Sole
460K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares447.85K
TypeSH
Market value$7.61M
2.25%
Sole
447.85K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares211K
TypeSH
Market value$6.65M
1.96%
Sole
211K
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares22K
TypeSH
Market value$5.42M
1.60%
Sole
22K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares11K
TypeSH
Market value$5.36M
1.58%
Sole
11K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares82K
TypeSH
Market value$4.87M
1.44%
Sole
82K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares536.95K
TypeSH
Market value$4.54M
1.34%
Sole
536.95K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares110K
TypeSH
Market value$4.20M
1.24%
Sole
110K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares38K
TypeSH
Market value$3.32M
0.98%
Sole
38K
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares310K
TypeSH
Market value$3.21M
0.95%
Sole
310K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares90K
TypeSH
Market value$3.10M
0.92%
Sole
90K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares700K
TypeSH
Market value$2.98M
0.88%
Sole
700K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COGENT BIOSCIENCES INCSOLE | COM | 1.17M | SH | $41.58M 12.27% | 1.17M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.85M | SH | $38.97M 11.50% | 1.85M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 858.63K | SH | $26.72M 7.89% | 858.63K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 482.50K | SH | $24.43M 7.21% | 482.50K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 865K | SH | $23.49M 6.93% | 865K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 492.50K | SH | $20.45M 6.03% | 492.50K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 2.15M | SH | $16.77M 4.95% | 2.15M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 291.50K | SH | $13.45M 3.97% | 291.50K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 476.34K | SH | $13.20M 3.90% | 476.34K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 475.75K | SH | $13.20M 3.90% | 475.75K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 801.30K | SH | $12.94M 3.82% | 801.30K | 0.00 | 0.00 |
DYNAVAX TECHNOLOGIES CORPSOLE | COM NEW | 679.90K | SH | $10.46M 3.09% | 679.90K | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 350K | SH | $9.20M 2.72% | 350K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 460K | SH | $8.73M 2.58% | 460K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 447.85K | SH | $7.61M 2.25% | 447.85K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 211K | SH | $6.65M 1.96% | 211K | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 22K | SH | $5.42M 1.60% | 22K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 11K | SH | $5.36M 1.58% | 11K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 82K | SH | $4.87M 1.44% | 82K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 536.95K | SH | $4.54M 1.34% | 536.95K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 110K | SH | $4.20M 1.24% | 110K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 38K | SH | $3.32M 0.98% | 38K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 310K | SH | $3.21M 0.95% | 310K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 90K | SH | $3.10M 0.92% | 90K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 700K | SH | $2.98M 0.88% | 700K | 0.00 | 0.00 |
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