Filed: 8/14/2026ACC: 0001013594-26-000910
📋 What this filing means
ELMIND CAPITAL, LP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $398.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$398.03M
Total AUM (reported)
18.49M
Total Shares
Allocation by class
COM$310.04M77.9%
COM NEW$36.84M9.3%
SPONSORED ADS$20.82M5.2%
CL A$18.73M4.7%
COM PAR $.01$6.93M1.7%
ADS$2.58M0.6%
COM SHS$1.06M0.3%
Portfolio Concentration
Top 3$122.70M30.8%
4–10$142.40M35.8%
11–25$117.54M29.5%
Rest$15.40M3.9%
Top 3 weight
30.8%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 18.49M
Sole
Full voting authority
18.49M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
COGENT BIOSCIENCES INC
SOLEShares1.17M
TypeSH
Market value$45.31M
11.38%
Sole
1.17M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1.85M
TypeSH
Market value$40.55M
10.19%
Sole
1.85M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares990K
TypeSH
Market value$36.84M
9.25%
Sole
990K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares1.47M
TypeSH
Market value$27.42M
6.89%
Sole
1.47M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares452.34K
TypeSH
Market value$26.29M
6.61%
Sole
452.34K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares436.52K
TypeSH
Market value$18.73M
4.71%
Sole
436.52K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares525.75K
TypeSH
Market value$18.18M
4.57%
Sole
525.75K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares984.93K
TypeSH
Market value$18.09M
4.55%
Sole
984.93K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares4.55M
TypeSH
Market value$17.06M
4.29%
Sole
4.55M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares292.60K
TypeSH
Market value$16.62M
4.18%
Sole
292.60K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares570.57K
TypeSH
Market value$16.48M
4.14%
Sole
570.57K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares476.34K
TypeSH
Market value$16.35M
4.11%
Sole
476.34K
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares690K
TypeSH
Market value$12.56M
3.16%
Sole
690K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares460K
TypeSH
Market value$11.16M
2.80%
Sole
460K
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares22K
TypeSH
Market value$8.18M
2.05%
Sole
22K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares15K
TypeSH
Market value$8.13M
2.04%
Sole
15K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS INC
SOLEShares493.82K
TypeSH
Market value$7.19M
1.81%
Sole
493.82K
Shared
0.00
None
0.00
INSMED INC
SOLEShares65K
TypeSH
Market value$6.93M
1.74%
Sole
65K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares520K
TypeSH
Market value$5.20M
1.31%
Sole
520K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares91K
TypeSH
Market value$5.02M
1.26%
Sole
91K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares38K
TypeSH
Market value$4.66M
1.17%
Sole
38K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares120K
TypeSH
Market value$4.42M
1.11%
Sole
120K
Shared
0.00
None
0.00
DBV TECHNOLOGIES S A
SOLEShares265K
TypeSH
Market value$4.35M
1.09%
Sole
265K
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares130K
TypeSH
Market value$3.66M
0.92%
Sole
130K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS
SOLEShares70K
TypeSH
Market value$3.26M
0.82%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COGENT BIOSCIENCES INCSOLE | COM | 1.17M | SH | $45.31M 11.38% | 1.17M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.85M | SH | $40.55M 10.19% | 1.85M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 990K | SH | $36.84M 9.25% | 990K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 1.47M | SH | $27.42M 6.89% | 1.47M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 452.34K | SH | $26.29M 6.61% | 452.34K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 436.52K | SH | $18.73M 4.71% | 436.52K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 525.75K | SH | $18.18M 4.57% | 525.75K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 984.93K | SH | $18.09M 4.55% | 984.93K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 4.55M | SH | $17.06M 4.29% | 4.55M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 292.60K | SH | $16.62M 4.18% | 292.60K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 570.57K | SH | $16.48M 4.14% | 570.57K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 476.34K | SH | $16.35M 4.11% | 476.34K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 690K | SH | $12.56M 3.16% | 690K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 460K | SH | $11.16M 2.80% | 460K | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 22K | SH | $8.18M 2.05% | 22K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 15K | SH | $8.13M 2.04% | 15K | 0.00 | 0.00 |
SUMMIT THERAPEUTICS INCSOLE | COM | 493.82K | SH | $7.19M 1.81% | 493.82K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 65K | SH | $6.93M 1.74% | 65K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 520K | SH | $5.20M 1.31% | 520K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 91K | SH | $5.02M 1.26% | 91K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 38K | SH | $4.66M 1.17% | 38K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 120K | SH | $4.42M 1.11% | 120K | 0.00 | 0.00 |
DBV TECHNOLOGIES S ASOLE | SPONSORED ADS | 265K | SH | $4.35M 1.09% | 265K | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 130K | SH | $3.66M 0.92% | 130K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALSSOLE | COM | 70K | SH | $3.26M 0.82% | 70K | 0.00 | 0.00 |
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