AI Portfolio Summary
In 2026 Q1, Elmind Capital, LP maintained a portfolio of 36 distinct positions. The most significant new addition to the portfolio was DBV TECHNOLOGIES S A, which now represents 1.57% of the total fund value. They heavily accumulated shares in CYTOMX THERAPEUTICS , increasing their position by 550.0%. Conversely, Elmind Capital, LP completely exited their position in LIQUIDIA CORPORATION.
Total Positions
36
Quarter
2026 Q1
Top Holding
COGT (12.8%)
Top 10 Concentration
68.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
| 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 | 12.79% | 12.27% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
1,170,740 | $45,061,783 |
$35.52
-0.9%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 12.30% | 11.50% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,855,000 | $43,332,800 |
$21.01
+19.7%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 7.79% | 6.93% |
#3
2
Prev: #5
|
5.1 | no change | no change |
P
S
|
865,000 | $27,437,800 |
$27.16
+14.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 6.07% | 0.88% |
#4
21
Prev: #25
|
5.9 | 3,850,000 | 550.0% |
P
S
|
4,550,000 | $21,385,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KALV
KALVISTA PHARMA...
|
Healthcare | 5.84% | 3.82% |
#5
6
Prev: #11
|
5.3 | 220,000 | 27.5% |
P
S
|
1,021,300 | $20,558,769 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 5.61% | 6.03% |
#6
Prev: #6
|
2.2 | -200,700 | -40.8% |
P
S
|
291,800 | $19,749,024 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 5.51% | 7.21% |
#7
3
Prev: #4
|
3.2 | no change | no change |
P
S
|
482,500 | $19,410,975 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 5.22% | 3.97% |
#8
Prev: #8
|
4.1 | 25,000 | 8.6% |
P
S
|
316,500 | $18,391,815 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 3.82% | 3.90% |
#9
1
Prev: #10
|
2.5 | no change | no change |
P
S
|
475,750 | $13,439,938 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 3.81% | 2.72% |
#10
3
Prev: #13
|
2.5 | no change | no change |
P
S
|
350,000 | $13,405,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 3.22% | 3.90% |
#11
2
Prev: #9
|
2.3 | no change | no change |
P
S
|
476,338 | $11,351,135 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 2.97% | 7.89% |
#12
9
Prev: #3
|
1.2 | -323,700 | -37.7% |
P
S
|
534,931 | $10,463,250 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BCRX
BIOCRYST PHARMA...
|
Healthcare | 2.70% | 4.95% |
#13
6
Prev: #7
|
1.1 | -1,150,000 | -53.5% |
P
S
|
1,000,000 | $9,520,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 2.53% | 1.58% |
#14
4
Prev: #18
|
3.5 | 4,000 | 36.4% |
P
S
|
15,000 | $8,894,700 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 2.14% | 0.95% |
#15
8
Prev: #23
|
3.9 | 220,000 | 71.0% |
P
S
|
530,000 | $7,531,300 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 2.02% | 2.58% |
#16
2
Prev: #14
|
1.8 | no change | no change |
P
S
|
460,000 | $7,130,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 1.79% | 1.96% |
#17
1
Prev: #16
|
1.7 | no change | no change |
P
S
|
211,000 | $6,298,350 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRYS
KRYSTAL BIOTECH...
|
Healthcare | 1.61% | 1.60% |
#18
1
Prev: #17
|
1.6 | no change | no change |
P
S
|
22,000 | $5,683,040 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DBVT
DBV TECHNOLOGIE...
|
Healthcare | 1.57% | — |
#19
Prev: #—
|
4.1 | 265,000 | no change |
NEW
|
265,000 | $5,535,850 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 1.52% | 1.34% |
#20
Prev: #20
|
1.6 | no change | no change |
P
S
|
536,946 | $5,342,613 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 1.50% | 1.24% |
#21
Prev: #21
|
3.6 | 67,600 | 61.5% |
P
S
|
177,600 | $5,276,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 1.14% | 0.98% |
#22
Prev: #22
|
1.5 | no change | no change |
P
S
|
38,000 | $4,005,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 1.12% | 0.69% |
#23
3
Prev: #26
|
3.4 | 120,000 | 120.0% |
P
S
|
220,000 | $3,955,600 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 0.81% | — |
#24
Prev: #—
|
3.8 | 130,000 | no change |
NEW
|
130,000 | $2,863,900 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 0.75% | 1.44% |
#25
6
Prev: #19
|
0.3 | -35,000 | -42.7% |
P
S
|
47,000 | $2,655,030 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.63% | 0.58% |
#26
2
Prev: #28
|
1.3 | no change | no change |
P
S
|
207,900 | $2,212,056 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APLS
APELLIS PHARMAC...
|
Healthcare | 0.57% | 0.37% |
#27
5
Prev: #32
|
1.2 | no change | no change |
P
S
|
50,000 | $2,011,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.55% | 0.41% |
#28
2
Prev: #30
|
1.2 | no change | no change |
P
S
|
900,000 | $1,935,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 0.50% | 0.60% |
#29
2
Prev: #27
|
1.2 | no change | no change |
P
S
|
58,248 | $1,756,177 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 0.44% | 0.40% |
#30
1
Prev: #31
|
1.2 | no change | no change |
P
S
|
112,000 | $1,556,800 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 0.41% | 0.56% |
#31
2
Prev: #29
|
1.2 | no change | no change |
P
S
|
210,000 | $1,430,100 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WVE
WAVE LIFE SCIEN...
|
Healthcare | 0.37% | 2.25% |
#32
17
Prev: #15
|
0.1 | -270,000 | -60.3% |
P
S
|
177,846 | $1,289,384 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUPN
SUPERNUS PHARMA...
|
Healthcare | 0.29% | 0.29% |
#33
Prev: #33
|
1.1 | no change | no change |
P
S
|
20,000 | $1,033,800 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 0.09% | 0.22% |
#34
Prev: #34
|
0.0 | -20,000 | -66.7% |
P
S
|
10,000 | $315,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LQDA
LIQUIDIA CORPOR...
|
Healthcare | 0.00% | 0.92% |
Sold All 😨
(Was: #24) |
0.0 | -90,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DVAX
DYNAVAX TECHNOL...
|
Unknown | 0.00% | 3.09% |
Sold All 😨
(Was: #12) |
0.0 | -679,900 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-36 of 36 holdings