Filed: 5/15/2026ACC: 0001013594-26-000602
📋 What this filing means
ELMIND CAPITAL, LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $352.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$352.22M
Total AUM (reported)
17.79M
Total Shares
Allocation by class
COM$296.79M84.3%
COM NEW$27.44M7.8%
CL A$19.41M5.5%
SPONSORED ADS$5.54M1.6%
ADS$1.76M0.5%
SHS$1.29M0.4%
Portfolio Concentration
Top 3$115.83M32.9%
4–10$126.34M35.9%
11–25$96.51M27.4%
Rest$13.54M3.8%
Top 3 weight
32.9%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 17.79M
Sole
Full voting authority
17.79M
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$45.06M
12.79%
Sole
1.17M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1.85M
TypeSH
Market value$43.33M
12.30%
Sole
1.85M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares865K
TypeSH
Market value$27.44M
7.79%
Sole
865K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares4.55M
TypeSH
Market value$21.39M
6.07%
Sole
4.55M
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares1.02M
TypeSH
Market value$20.56M
5.84%
Sole
1.02M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares291.80K
TypeSH
Market value$19.75M
5.61%
Sole
291.80K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares482.50K
TypeSH
Market value$19.41M
5.51%
Sole
482.50K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares316.50K
TypeSH
Market value$18.39M
5.22%
Sole
316.50K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares475.75K
TypeSH
Market value$13.44M
3.82%
Sole
475.75K
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares350K
TypeSH
Market value$13.40M
3.81%
Sole
350K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares476.34K
TypeSH
Market value$11.35M
3.22%
Sole
476.34K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares534.93K
TypeSH
Market value$10.46M
2.97%
Sole
534.93K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares1M
TypeSH
Market value$9.52M
2.70%
Sole
1M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares15K
TypeSH
Market value$8.89M
2.53%
Sole
15K
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares530K
TypeSH
Market value$7.53M
2.14%
Sole
530K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares460K
TypeSH
Market value$7.13M
2.02%
Sole
460K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares211K
TypeSH
Market value$6.30M
1.79%
Sole
211K
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares22K
TypeSH
Market value$5.68M
1.61%
Sole
22K
Shared
0.00
None
0.00
DBV TECHNOLOGIES S A
SOLEShares265K
TypeSH
Market value$5.54M
1.57%
Sole
265K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares536.95K
TypeSH
Market value$5.34M
1.52%
Sole
536.95K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares177.60K
TypeSH
Market value$5.28M
1.50%
Sole
177.60K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares38K
TypeSH
Market value$4.01M
1.14%
Sole
38K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares220K
TypeSH
Market value$3.96M
1.12%
Sole
220K
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares130K
TypeSH
Market value$2.86M
0.81%
Sole
130K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares47K
TypeSH
Market value$2.66M
0.75%
Sole
47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COGENT BIOSCIENCES INCSOLE | COM | 1.17M | SH | $45.06M 12.79% | 1.17M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.85M | SH | $43.33M 12.30% | 1.85M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 865K | SH | $27.44M 7.79% | 865K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 4.55M | SH | $21.39M 6.07% | 4.55M | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.02M | SH | $20.56M 5.84% | 1.02M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 291.80K | SH | $19.75M 5.61% | 291.80K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 482.50K | SH | $19.41M 5.51% | 482.50K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 316.50K | SH | $18.39M 5.22% | 316.50K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 475.75K | SH | $13.44M 3.82% | 475.75K | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 350K | SH | $13.40M 3.81% | 350K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 476.34K | SH | $11.35M 3.22% | 476.34K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 534.93K | SH | $10.46M 2.97% | 534.93K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 1M | SH | $9.52M 2.70% | 1M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 15K | SH | $8.89M 2.53% | 15K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 530K | SH | $7.53M 2.14% | 530K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 460K | SH | $7.13M 2.02% | 460K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 211K | SH | $6.30M 1.79% | 211K | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 22K | SH | $5.68M 1.61% | 22K | 0.00 | 0.00 |
DBV TECHNOLOGIES S ASOLE | SPONSORED ADS | 265K | SH | $5.54M 1.57% | 265K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 536.95K | SH | $5.34M 1.52% | 536.95K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 177.60K | SH | $5.28M 1.50% | 177.60K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 38K | SH | $4.01M 1.14% | 38K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 220K | SH | $3.96M 1.12% | 220K | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 130K | SH | $2.86M 0.81% | 130K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 47K | SH | $2.66M 0.75% | 47K | 0.00 | 0.00 |
Page 1 of 2