Elmind Capital, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$338.9M
Holdings
34
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | 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% | |
| 26 | URGNUROGEN PHARMA LTD | 100,000 | $2.3M | 0.69% | |
| 27 | IMCRIMMUNOCORE HLDGS PLC | 58,248 | $2.0M | 0.60% | |
| 28 | DSGNDESIGN THERAPEUTICS INC | 207,900 | $1.9M | 0.58% | |
| 29 | ENGNENGENE HOLDINGS INC | 210,000 | $1.9M | 0.56% | |
| 30 | ALECALECTOR INC | 900,000 | $1.4M | 0.41% | |
| 31 | AMLXAMYLYX PHARMACEUTICALS INC | 112,000 | $1.4M | 0.40% | |
| 32 | APLSAPELLIS PHARMACEUTICALS INC | 50,000 | $1.3M | 0.37% | |
| 33 | SUPNSUPERNUS PHARMACEUTICALS INC | 20,000 | $994K | 0.29% | |
| 34 | EWTXEDGEWISE THERAPEUTICS INC | 30,000 | $744K | 0.22% |