StockDriftsStockDriftsTop 34 Elmind Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COGT | COGENT BIOSCIENCES INC | 11.38% | 1.17M | $45.3M | +0.00%(+0) | $24.94(+52.09%) | 2026-06-30 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 10.19% | 1.85M | $40.6M | +0.00%(+0) | $18.20(+9.03%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 9.25% | 990.0K | $36.8M | +14.45%(+125.00K) | $27.38(+53.23%) | 2026-06-30 | |
| RLAY | RELAY THERAPEUTICS INC | 6.89% | 1.47M | $27.4M | +172.89%(+928.33K) | $11.40(+74.28%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 6.61% | 452.3K | $26.3M | +42.92%(+135.84K) | $46.33(+25.33%) | 2026-06-30 | |
| VERA | VERA THERAPEUTICS INC | 4.71% | 436.5K | $18.7M | -9.53%(-45.98K) | $39.85(-20.63%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 4.57% | 525.8K | $18.2M | +10.51%(+50.00K) | $26.79(+31.19%) | 2026-06-30 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 4.55% | 984.9K | $18.1M | +84.12%(+450.00K) | $22.74(-2.90%) | 2026-06-30 | |
| CTMX | CYTOMX THERAPEUTICS INC. | 4.29% | 4.55M | $17.1M | +0.00%(+0) | $4.36(-23.00%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 4.18% | 292.6K | $16.6M | +64.75%(+115.00K) | $36.12(+72.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.52% |
Elmind Capital LP reports $398.03M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are COGT (11.4%), SNDX (10.2%) and CLDX (9.3%). The top 20 holdings account for 91.04% of reported assets. Its disclosed equity book has returned +14.54% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elmind Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052213). View Elmind Capital LP’s 13F filings on SEC