Titelia

Holdings of Elmind Capital, LP

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Net assets
-
Positions
30 in 2 countries
Top ten
72.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Cogent Biosciences Inc 1,170,74045.1M $
2Syndax Pharmaceuticals Inc 1,855,00043.3M $
3Celldex Therapeutics Inc 865,00027.4M $
4CytomX Therapeutics Inc 4,550,00021.4M $
5KalVista Pharmaceuticals Inc 1,021,30020.6M $
6CG oncology Inc 291,80019.7M $
7Vera Therapeutics Inc 482,50019.4M $
8Vaxcyte Inc 316,50018.4M $
9Tyra Biosciences Inc 350,00013.4M $
10Beam Therapeutics Inc 476,33811.4M $
11Viridian Therapeutics Inc 534,93110.5M $
12BioCryst Pharmaceuticals Inc 1,000,0009.5M $
13United Therapeutics Corp 15,0008.9M $
14Cullinan Therapeutics Inc 530,0007.5M $
15Nurix Therapeutics Inc 460,0007.1M $
16MBX Biosciences Inc 211,0006.3M $
17Krystal Biotech Inc 22,0005.7M $
18DBV Technologies SA 265,0005.5M $
19Relay Therapeutics Inc 536,9465.3M $
20Travere Therapeutics Inc 177,6005.3M $
21Protagonist Therapeutics Inc 38,0004M $
22Alumis Inc 130,0002.9M $
23BioMarin Pharmaceutical Inc 47,0002.7M $
24Design Therapeutics Inc 207,9002.2M $
25Apellis Pharmaceuticals Inc 50,0002M $
26Alector Inc 900,0001.9M $
27Immunocore Holdings PLC 58,2481.8M $
28Amylyx Pharmaceuticals Inc 112,0001.6M $
29Supernus Pharmaceuticals Inc 20,0001M $
30Edgewise Therapeutics Inc 10,000315K $

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Sector breakdown

  • Health care 2.7 %
  • Unattributed 97.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.3 %
  • France 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States29326.6M $98.33 %
2France15.5M $1.67 %
Cite this page

Titelia. "Holdings of Elmind Capital, LP". https://titelia.com/en/funds/US13F2052213