Elmind Capital, LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$398,035
Net value change ($000)
+45,816 (13.0%)
New positions
6
Sold out positions
5
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RLAY 22,072 413.1%
LEGN 16,478 NEW
TVTX 11,347 215.1%
CLDX 9,400 34.3%
PCVX 7,903 43.0%
VRDN 7,630 72.9%
SMMT 7,195 NEW
INSM 6,930 NEW
CGEM 5,034 66.8%
BEAM 4,997 44.0%
Top Reduces (Value $000, Stocks/ETFs)
KALV -20,559 -100.0%
CGON -19,749 -100.0%
TYRA -12,766 -95.2%
CTMX -4,322 -20.2%
BCRX -4,320 -45.4%
SNDX -2,783 -6.4%
APLS -2,012 -100.0%
ENGN -1,430 -100.0%
MBX -1,275 -20.2%
DBVT -1,190 -21.5%
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