Sponsored

The Analysis of Elmind Capital, LP's Holdings & P&L

Currently, Elmind Capital, LP holds 34 types of securities in its portfolio with a total value $352.2M. In the most recent quarter, they have increased their positions in CTMX (+3.9M shares, valued at $18.1M), N/A (+265.0K shares, valued at $5.5M), KALV (+220.0K shares, valued at $4.4M); decreased their positions in CGON (-200.7K shares, valued at $13.6M), BCRX (-1.1M shares, valued at $10.9M), VRDN (-323.7K shares, valued at $6.3M); initiated new positions in N/A (+265.0K shares, valued at $5.5M), ALMS (+130.0K shares, valued at $2.9M).

1M P&L

+75.0M+25.56%

3M P&L

+42.3M+12.97%

HY P&L

+62.8M+20.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology325.8M

94.4%

2Drug Manufacturers - Specialty & Generic19.4M

5.6%

Top Industries by Stock Count

1Biotechnology29 stocks

90.6%

2Drug Manufacturers - Specialty & Generic3 stocks

9.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COGT COGENT BIOSCIENCES INC1.2M shares0.00%2026-03-312026-05-15

SNDX SYNDAX PHARMACEUTICALS INC1.9M shares0.00%2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW865.0K shares0.00%2026-03-312026-05-15

CTMX CYTOMX THERAPEUTICS INC.4.5M shares550.00%2026-03-312026-05-15

KALV KALVISTA PHARMACEUTICALS INC1.0M shares27.46%2026-03-312026-05-15

CGON CG ONCOLOGY INC291.8K shares-40.75%2026-03-312026-05-15

VERA VERA THERAPEUTICS INC482.5K shares0.00%2026-03-312026-05-15

PCVX VAXCYTE INC316.5K shares8.58%2026-03-312026-05-15

Sponsored

PHVS PHARVARIS N V475.8K shares0.00%2026-03-312026-05-15

TYRA TYRA BIOSCIENCES INC350.0K shares0.00%2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC476.3K shares0.00%2026-03-312026-05-15

VRDN VIRIDIAN THERAPEUTICS INC534.9K shares-37.70%2026-03-312026-05-15

BCRX BIOCRYST PHARMACEUTICALS INC1.0M shares-53.49%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL15.0K shares36.36%2026-03-312026-05-15

CGEM CULLINAN THERAPEUTICS INC530.0K shares70.97%2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC460.0K shares0.00%2026-03-312026-05-15

Sponsored

MBX MBX BIOSCIENCES INC211.0K shares0.00%2026-03-312026-05-15

KRYS KRYSTAL BIOTECH INC22.0K shares0.00%2026-03-312026-05-15

DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A265.0K sharesnew addition2026-03-312026-05-15

RLAY RELAY THERAPEUTICS INC536.9K shares0.00%2026-03-312026-05-15

TVTX TRAVERE THERAPEUTICS INC177.6K shares61.45%2026-03-312026-05-15

PTGX PROTAGONIST THERAPEUTICS INC38.0K shares0.00%2026-03-312026-05-15

URGN UROGEN PHARMA LTD220.0K shares120.00%2026-03-312026-05-15

ALMS ALUMIS INC130.0K sharesnew addition2026-03-312026-05-15

Sponsored

BMRN BIOMARIN PHARMACEUTICAL INC47.0K shares-42.68%2026-03-312026-05-15

DSGN DESIGN THERAPEUTICS INC207.9K shares0.00%2026-03-312026-05-15

APLS APELLIS PHARMACEUTICALS INC50.0K shares0.00%2026-03-312026-05-15

ALEC ALECTOR INC900.0K shares0.00%2026-03-312026-05-15

IMCR IMMUNOCORE HLDGS PLC58.2K shares0.00%2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC112.0K shares0.00%2026-03-312026-05-15

ENGENE HOLDINGS INC ENGENE HOLDINGS INC210.0K shares0.00%2026-03-312026-05-15

WVE WAVE LIFE SCIENCES LTD177.8K shares-60.29%2026-03-312026-05-15

Sponsored

SUPN SUPERNUS PHARMACEUTICALS20.0K shares0.00%2026-03-312026-05-15

EWTX EDGEWISE THERAPEUTICS INC10.0K shares-66.67%2026-03-312026-05-15

COGT

COGENT BIOSCIENCES INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SNDX

SYNDAX PHARMACEUTICALS INC

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

0.00%

Shares865.0K

Event2026-03-31

Filed2026-05-15

CTMX

CYTOMX THERAPEUTICS INC.

550.00%

Shares4.5M

Event2026-03-31

Filed2026-05-15

KALV

KALVISTA PHARMACEUTICALS INC

27.46%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

-40.75%

Shares291.8K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

0.00%

Shares482.5K

Event2026-03-31

Filed2026-05-15

PCVX

VAXCYTE INC

8.58%

Shares316.5K

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

0.00%

Shares475.8K

Event2026-03-31

Filed2026-05-15

TYRA

TYRA BIOSCIENCES INC

0.00%

Shares350.0K

Event2026-03-31

Filed2026-05-15

BEAM

BEAM THERAPEUTICS INC

0.00%

Shares476.3K

Event2026-03-31

Filed2026-05-15

VRDN

VIRIDIAN THERAPEUTICS INC

-37.70%

Shares534.9K

Event2026-03-31

Filed2026-05-15

BCRX

BIOCRYST PHARMACEUTICALS INC

-53.49%

Shares1.0M

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

36.36%

Shares15.0K

Event2026-03-31

Filed2026-05-15

CGEM

CULLINAN THERAPEUTICS INC

70.97%

Shares530.0K

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

0.00%

Shares460.0K

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

0.00%

Shares211.0K

Event2026-03-31

Filed2026-05-15

KRYS

KRYSTAL BIOTECH INC

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-15

DBV TECHNOLOGIES S A

New

Shares265.0K

Event2026-03-31

Filed2026-05-15

RLAY

RELAY THERAPEUTICS INC

0.00%

Shares536.9K

Event2026-03-31

Filed2026-05-15

TVTX

TRAVERE THERAPEUTICS INC

61.45%

Shares177.6K

Event2026-03-31

Filed2026-05-15

PTGX

PROTAGONIST THERAPEUTICS INC

0.00%

Shares38.0K

Event2026-03-31

Filed2026-05-15

URGN

UROGEN PHARMA LTD

120.00%

Shares220.0K

Event2026-03-31

Filed2026-05-15

ALMS

ALUMIS INC

New

Shares130.0K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

-42.68%

Shares47.0K

Event2026-03-31

Filed2026-05-15

DSGN

DESIGN THERAPEUTICS INC

0.00%

Shares207.9K

Event2026-03-31

Filed2026-05-15

APLS

APELLIS PHARMACEUTICALS INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-15

ALEC

ALECTOR INC

0.00%

Shares900.0K

Event2026-03-31

Filed2026-05-15

IMCR

IMMUNOCORE HLDGS PLC

0.00%

Shares58.2K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

0.00%

Shares112.0K

Event2026-03-31

Filed2026-05-15

ENGENE HOLDINGS INC

0.00%

Shares210.0K

Event2026-03-31

Filed2026-05-15

WVE

WAVE LIFE SCIENCES LTD

-60.29%

Shares177.8K

Event2026-03-31

Filed2026-05-15

SUPN

SUPERNUS PHARMACEUTICALS

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

EWTX

EDGEWISE THERAPEUTICS INC

-66.67%

Shares10.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available