Fund Universe

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☆Elmind Capital, LP

CIK 0002052213 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.294
AUM ($M)
398
Positions
35
Turnover
0.26
Top-10 wt
67%
Herfindahl
0.059
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 40 positions · portfolio value $398M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆COGT funds › COGENT BIOSCIENCES INC HOLD — 11.4% -1.4% 45.3 1,170,740 +0 2 —
☆SNDX funds › SYNDAX PHARMACEUTICALS INC HOLD — 10.2% -2.1% 40.6 1,855,000 +0 2 —
☆CLDX funds › CELLDEX THERAPEUTICS INC NEW ADD — 9.3% +1.5% 36.8 990,000 +125,000 2 —
☆RLAY funds › RELAY THERAPEUTICS INC ADD — 6.9% +5.4% 27.4 1,465,279 +928,333 2 —
☆PCVX funds › VAXCYTE INC ADD — 6.6% +1.4% 26.3 452,340 +135,840 2 —
☆VERA funds › VERA THERAPEUTICS INC TRIM — 4.7% -0.8% 18.7 436,518 -45,982 2 —
☆PHVS funds › PHARVARIS N V ADD — 4.6% +0.8% 18.2 525,750 +50,000 2 —
☆VRDN funds › VIRIDIAN THERAPEUTICS INC ADD — 4.5% +1.6% 18.1 984,931 +450,000 2 —
☆CTMX funds › CYTOMX THERAPEUTICS INC. HOLD — 4.3% -1.8% 17.1 4,550,000 +0 2 —
☆TVTX funds › TRAVERE THERAPEUTICS INC ADD — 4.2% +2.7% 16.6 292,600 +115,000 2 —
☆LEGN funds › LEGEND BIOTECH CORP NEW — 4.1% +4.1% 16.5 570,569 +570,569 1 —
☆BEAM funds › BEAM THERAPEUTICS INC HOLD — 4.1% +0.9% 16.3 476,338 +0 2 —
☆CGEM funds › CULLINAN THERAPEUTICS INC ADD — 3.2% +1.0% 12.6 690,000 +160,000 2 —
☆NRIX funds › NURIX THERAPEUTICS INC HOLD — 2.8% +0.8% 11.2 460,000 +0 2 —
☆KRYS funds › KRYSTAL BIOTECH INC HOLD — 2.1% +0.4% 8.2 22,000 +0 2 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL HOLD — 2.0% -0.5% 8.1 15,000 +0 2 —
☆SMMT funds › SUMMIT THERAPEUTICS INC NEW — 1.8% +1.8% 7.2 493,820 +493,820 1 —
☆INSM funds › INSMED INC NEW — 1.7% +1.7% 6.9 65,000 +65,000 1 —
☆BCRX funds › BIOCRYST PHARMACEUTICALS INC TRIM — 1.3% -1.4% 5.2 520,000 -480,000 2 —
☆MBX funds › MBX BIOSCIENCES INC TRIM — 1.3% -0.5% 5.0 91,000 -120,000 2 —
☆PTGX funds › PROTAGONIST THERAPEUTICS INC HOLD — 1.2% +0.0% 4.7 38,000 +0 2 —
☆URGN funds › UROGEN PHARMA LTD TRIM — 1.1% -0.0% 4.4 120,000 -100,000 2 —
☆DBVT funds › DBV TECHNOLOGIES S A HOLD — 1.1% -0.5% 4.3 265,000 +0 2 —
☆ALMS funds › ALUMIS INC HOLD — 0.9% +0.1% 3.7 130,000 +0 2 —
☆SUPN funds › SUPERNUS PHARMACEUTICALS ADD — 0.8% +0.5% 3.3 70,000 +50,000 2 —
☆BMRN funds › BIOMARIN PHARMACEUTICAL INC HOLD — 0.7% -0.1% 2.7 47,000 +0 2 —
☆IMCR funds › IMMUNOCORE HLDGS PLC ADD — 0.6% +0.1% 2.6 81,143 +22,895 2 —
☆AMLX funds › AMYLYX PHARMACEUTICALS INC HOLD — 0.5% +0.1% 2.0 112,000 +0 2 —
☆ALEC funds › ALECTOR INC HOLD — 0.5% -0.1% 1.8 900,000 +0 2 —
☆SEPN funds › SEPTERNA INC NEW — 0.4% +0.4% 1.7 49,444 +49,444 1 —
☆DSGN funds › DESIGN THERAPEUTICS INC TRIM — 0.4% -0.2% 1.6 107,900 -100,000 2 —
☆STRO funds › SUTRO BIOPHARMA INC NEW — 0.3% +0.3% 1.1 32,037 +32,037 1 —
☆WVE funds › WAVE LIFE SCIENCES LTD HOLD — 0.3% -0.1% 1.0 177,846 +0 2 —
☆TYRA funds › TYRA BIOSCIENCES INC TRIM — 0.2% -3.6% 0.6 20,000 -330,000 2 —
☆ENGN funds › ENGENE THERAPEUTICS INC NEW — 0.1% +0.1% 0.4 210,000 +210,000 1 —
☆CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT — 0.0% -0.6% 0.0 0 -50,000 0 —
☆CUSIP:29286M105 funds › ENGENE HOLDINGS INC EXIT — 0.0% -0.4% 0.0 0 -210,000 0 —
☆CUSIP:483497103 funds › KALVISTA PHARMACEUTICALS INC EXIT — 0.0% -5.8% 0.0 0 -1,021,300 0 —
☆CGON funds › CG ONCOLOGY INC EXIT — 0.0% -5.6% 0.0 0 -291,800 0 —
☆EWTX funds › EDGEWISE THERAPEUTICS INC EXIT — 0.0% -0.1% 0.0 0 -10,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 398 35 0.26 67% 0.059 0.294 — in
2026Q1 352 34 0.18 69% 0.062 0.471 — entered
2025Q4 339 34 0.00 69% 0.062 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status