Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| COGTCogent Biosciences Inc | $45.3M | 11.4% | |
| SNDXSyndax Pharmaceuticals Inc | $40.6M | 10.2% | |
| CLDXCelldex Therapeutics Inc New | $36.8M | 9.3% | +14.5% |
| RLAYRelay Therapeutics Inc | $27.4M | 6.9% | +172.9% |
| PCVXVaxcyte Inc | $26.3M | 6.6% | +42.9% |
| VERAVera Therapeutics Inc | $18.7M | 4.7% | −9.5% |
| Pharvaris N VCUSIP N69605108 | $18.2M | 4.6% | +10.5% |
| VRDNViridian Therapeutics Inc | $18.1M | 4.5% | +84.1% |
| CTMXCytomx Therapeutics Inc. | $17.1M | 4.3% | |
| TVTXTravere Therapeutics Inc | $16.6M | 4.2% | +64.8% |
| LEGNLegend Biotech Corp | $16.5M | 4.1% | New |
| BEAMBeam Therapeutics Inc | $16.3M | 4.1% | |
| CGEMCullinan Therapeutics Inc | $12.6M | 3.2% | +30.2% |
| NRIXNurix Therapeutics Inc | $11.2M | 2.8% | |
| KRYSKrystal Biotech Inc | $8.2M | 2.1% | |
| UTHRUnited Therapeutics Corp Del | $8.1M | 2.0% | |
| SMMTSummit Therapeutics Inc | $7.2M | 1.8% | New |
| INSMInsmed Inc | $6.9M | 1.7% | New |
| BCRXBiocryst Pharmaceuticals Inc | $5.2M | 1.3% | −48.0% |
| MBXMbx Biosciences Inc | $5.0M | 1.3% | −56.9% |
| PTGXProtagonist Therapeutics Inc | $4.7M | 1.2% | |
| Urogen Pharma LtdCUSIP M96088105 | $4.4M | 1.1% | −45.5% |
| DBVTDbv Technologies S A | $4.3M | 1.1% | |
| ALMSAlumis Inc | $3.7M | 0.9% | |
| SUPNSupernus Pharmaceuticals | $3.3M | 0.8% | +250.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RLAYRelay Therapeutics Inc | December 31, 2025 | +121.2% | $27.4M |
| CGEMCullinan Therapeutics Inc | December 31, 2025 | +75.9% | $12.6M |
| MBXMbx Biosciences Inc | December 31, 2025 | +75.0% | $5.0M |
| Urogen Pharma LtdCUSIP M96088105 | December 31, 2025 | +57.1% | $4.4M |
| DSGNDesign Therapeutics Inc | December 31, 2025 | +54.3% | $1.6M |
| KRYSKrystal Biotech Inc | December 31, 2025 | +50.8% | $8.2M |
| TVTXTravere Therapeutics Inc | December 31, 2025 | +48.7% | $16.6M |
| AMLXAmylyx Pharmaceuticals Inc | December 31, 2025 | +48.7% | $2.0M |
| PTGXProtagonist Therapeutics Inc | December 31, 2025 | +40.3% | $4.7M |
| CLDXCelldex Therapeutics Inc New | December 31, 2025 | +37.0% | $36.8M |
Sold off last quarter
- Kalvista Pharmaceuticals IncCUSIP 483497103 was $20.6M
- CGONCg Oncology Inc was $19.7M
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $2.0M
- Engene Holdings IncCUSIP 29286M105 was $1.4M
- EWTXEdgewise Therapeutics Inc was $315K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | +6.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elmind Capital, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2052213&type=13F-HR&dateb=&owner=include&count=40CIK 2052213
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2052213/000101359426000910/Filed August 14, 2026 · accession 0001013594-26-000910