Elmind Capital, LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$352,219
Net value change ($000)
+13,367 (3.9%)
New positions
2
Sold out positions
2
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CTMX 18,403 617.1%
KALV 7,618 58.9%
DBVT 5,536 NEW
PCVX 4,942 36.7%
SNDX 4,359 11.2%
CGEM 4,322 134.7%
TYRA 4,203 45.7%
CLDX 3,945 16.8%
UTHR 3,535 66.0%
COGT 3,477 8.4%
Top Reduces (Value $000, Stocks/ETFs)
VRDN -16,258 -60.8%
DVAX -10,457 -100.0%
BCRX -7,250 -43.2%
WAVE LIFE SCIENCES LTD -6,324 -83.1%
VERA -5,023 -20.6%
LQDA -3,104 -100.0%
BMRN -2,218 -45.5%
BEAM -1,853 -14.0%
NRIX -1,596 -18.3%
CGON -700 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type