Elmind Capital, LP
CIK: 0002052213Latest portfolio: $338.9M · Q4 2025
Holdings
34
Total Value
$338.9M
New Positions
34
Closed Positions
0
Top Holdings
View All 34 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COGTCOGENT BIOSCIENCES INC | 1,170,740 | $41.6M | 12.27% | |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 1,855,000 | $39.0M | 11.50% | |
| 3 | VRDNVIRIDIAN THERAPEUTICS INC | 858,631 | $26.7M | 7.89% | |
| 4 | VERAVERA THERAPEUTICS INC | 482,500 | $24.4M | 7.21% | |
| 5 | TCE2CELLDEX THERAPEUTICS INC NEW | 865,000 | $23.5M | 6.93% | |
| 6 | CGONCG ONCOLOGY INC | 492,500 | $20.4M | 6.03% | |
| 7 | BCRXBIOCRYST PHARMACEUTICALS INC | 2,150,000 | $16.8M | 4.95% | |
| 8 | PCVXVAXCYTE INC | 291,500 | $13.4M | 3.97% | |
| 9 | BEAMBEAM THERAPEUTICS INC | 476,338 | $13.2M | 3.90% | |
| 10 | PHVSPHARVARIS N V | 475,750 | $13.2M | 3.90% | |
| 11 | KALVKALVISTA PHARMACEUTICALS INC | 801,300 | $12.9M | 3.82% | |
| 12 | DVAXDYNAVAX TECHNOLOGIES CORP | 679,900 | $10.5M | 3.09% | |
| 13 | TYRATYRA BIOSCIENCES INC | 350,000 | $9.2M | 2.72% | |
| 14 | NRIXNURIX THERAPEUTICS INC | 460,000 | $8.7M | 2.58% | |
| 15 | WVEWAVE LIFE SCIENCES LTD | 447,846 | $7.6M | 2.25% | |
| 16 | MBXMBX BIOSCIENCES INC | 211,000 | $6.7M | 1.96% | |
| 17 | KRYSKRYSTAL BIOTECH INC | 22,000 | $5.4M | 1.60% | |
| 18 | UTHUNITED THERAPEUTICS CORP DEL | 11,000 | $5.4M | 1.58% | |
| 19 | BMRNBIOMARIN PHARMACEUTICAL INC | 82,000 | $4.9M | 1.44% | |
| 20 | RLAYRELAY THERAPEUTICS INC | 536,946 | $4.5M | 1.34% | |
| 21 | TVTXTRAVERE THERAPEUTICS INC | 110,000 | $4.2M | 1.24% | |
| 22 | PTGXPROTAGONIST THERAPEUTICS INC | 38,000 | $3.3M | 0.98% | |
| 23 | CGEMCULLINAN THERAPEUTICS INC | 310,000 | $3.2M | 0.95% | |
| 24 | LQDALIQUIDIA CORPORATION | 90,000 | $3.1M | 0.92% | |
| 25 | CTMXCYTOMX THERAPEUTICS INC | 700,000 | $3.0M | 0.88% |
Sector Breakdown
Healthcare0.0% ($4.1584389732672025e+127T)
Unknown0.0% ($234.9B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $338.9M | 34 |
Fund Information
Elmind Capital, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $338.9M across 34 holdings. The largest position is COGENT BIOSCIENCES INC (COGT), representing 12.3% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.