2026 Q2 Portfolio Activity
In 2026 Q2, Elmind Capital, LP maintained a portfolio of 40 distinct positions. The most significant new addition was LEGEND BIOTECH CORP, now representing 4.14% of the total fund value. They heavily accumulated shares in RELAY THERAPEUTICS INC, increasing the position by 172.9%. Conversely, Elmind Capital, LP completely exited their position in KALVISTA PHARMACEUTICALS INC.
Position History
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Total Positions
40
Quarter
2026 Q2
Top Holding
COGT (11.4%)
Top 10 Concentration
66.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-40 of 40
Elmind Capital, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 11.38% | 12.79% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,170,740 | $45,307,638 |
$35.52
+6.8%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 10.19% | 12.30% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,855,000 | $40,550,300 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 9.25% | 7.79% |
#3
Prev: #3
|
6.7 |
—
|
125,000 | 14.5% |
P
S
|
990,000 | $36,837,900 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 6.89% | 1.52% |
#4
16
Prev: #20
|
6.3 |
—
|
928,333 | 172.9% |
P
S
|
1,465,279 | $27,415,370 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 6.61% | 5.22% |
#5
3
Prev: #8
|
5.6 |
—
|
135,840 | 42.9% |
P
S
|
452,340 | $26,294,524 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 4.71% | 5.51% |
#6
1
Prev: #7
|
2.4 |
—
|
-45,982 | -9.5% |
P
S
|
436,518 | $18,730,987 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 4.57% | 3.82% |
#7
2
Prev: #9
|
3.8 |
—
|
50,000 | 10.5% |
P
S
|
525,750 | $18,180,435 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 4.55% | 2.97% |
#8
4
Prev: #12
|
4.8 |
—
|
450,000 | 84.1% |
P
S
|
984,931 | $18,093,182 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 4.29% | 6.07% |
#9
5
Prev: #4
|
2.7 |
—
|
no change | no change |
P
S
|
4,550,000 | $17,062,500 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 4.18% | 1.50% |
#10
11
Prev: #21
|
4.7 |
—
|
115,000 | 64.8% |
P
S
|
292,600 | $16,622,606 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 4.14% | — |
#11
Prev: #—
|
5.2 |
—
|
570,569 | — |
NEW
|
570,569 | $16,478,033 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 4.11% | 3.22% |
#12
1
Prev: #11
|
2.6 |
—
|
no change | no change |
P
S
|
476,338 | $16,347,920 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 3.16% | 2.14% |
#13
2
Prev: #15
|
3.8 |
—
|
160,000 | 30.2% |
P
S
|
690,000 | $12,564,900 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 2.80% | 2.02% |
#14
2
Prev: #16
|
2.1 |
—
|
no change | no change |
P
S
|
460,000 | $11,159,600 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 2.05% | 1.61% |
#15
3
Prev: #18
|
1.8 |
—
|
no change | no change |
P
S
|
22,000 | $8,176,740 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 2.04% | 2.53% |
#16
2
Prev: #14
|
1.8 |
—
|
no change | no change |
P
S
|
15,000 | $8,127,450 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMMT
SUMMIT THERAPEU...
|
Healthcare | 1.81% | — |
#17
Prev: #—
|
4.2 |
—
|
493,820 | — |
NEW
|
493,820 | $7,194,957 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 1.74% | — |
#18
Prev: #—
|
4.2 |
—
|
65,000 | — |
NEW
|
65,000 | $6,930,300 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCRX
BIOCRYST PHARMA...
|
Healthcare | 1.31% | 2.70% |
#19
6
Prev: #13
|
0.5 |
—
|
-480,000 | -48.0% |
P
S
|
520,000 | $5,200,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 1.26% | 1.79% |
#20
3
Prev: #17
|
0.5 |
—
|
-120,000 | -56.9% |
P
S
|
91,000 | $5,023,200 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 1.17% | 1.14% |
#21
1
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
38,000 | $4,658,040 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 1.11% | 1.12% |
#22
1
Prev: #23
|
0.4 |
—
|
-100,000 | -45.5% |
P
S
|
120,000 | $4,416,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DBVT
DBV TECHNOLOGIE...
|
Healthcare | 1.09% | 1.57% |
#23
4
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
265,000 | $4,346,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 0.92% | 0.81% |
#24
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
130,000 | $3,658,200 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SUPN
SUPERNUS PHARMA...
|
Healthcare | 0.82% | 0.29% |
#25
8
Prev: #33
|
3.3 |
—
|
50,000 | 250.0% |
P
S
|
70,000 | $3,255,700 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 0.68% | 0.75% |
#26
1
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
47,000 | $2,689,340 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 0.65% | 0.50% |
#27
2
Prev: #29
|
2.8 |
—
|
22,895 | 39.3% |
P
S
|
81,143 | $2,576,290 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 0.51% | 0.44% |
#28
2
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
112,000 | $2,011,520 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.45% | 0.55% |
#29
1
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
900,000 | $1,809,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 0.42% | — |
#30
Prev: #—
|
3.7 |
—
|
49,444 | — |
NEW
|
49,444 | $1,655,880 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.39% | 0.63% |
#31
5
Prev: #26
|
0.2 |
—
|
-100,000 | -48.1% |
P
S
|
107,900 | $1,561,313 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 0.27% | — |
#32
Prev: #—
|
3.6 |
—
|
32,037 | — |
NEW
|
32,037 | $1,063,628 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WVE
WAVE LIFE SCIEN...
|
Healthcare | 0.26% | 0.37% |
#33
1
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
177,846 | $1,033,285 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 0.16% | 3.81% |
#34
24
Prev: #10
|
0.1 |
—
|
-330,000 | -94.3% |
P
S
|
20,000 | $638,800 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ENGENE THERAPEU...
|
|
Unknown | 0.09% | — |
#35
Prev: #—
|
3.5 |
—
|
210,000 | — |
NEW
|
210,000 | $363,300 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.00% | 0.09% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-10,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 0.00% | 0.41% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-210,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APLS
APELLIS PHARMAC...
|
Healthcare | 0.00% | 0.57% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-50,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 0.00% | 5.61% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-291,800 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KALV
KALVISTA PHARMA...
|
Healthcare | 0.00% | 5.84% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-1,021,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-40 of 40 holdings