Elmind Capital, LP 13F 持仓 · 2026年Q2
Elmind Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 3.98 亿美元。前几大持仓：COGT（11.38%）、SNDX（10.19%）、CLDX（9.25%）。本季前 25 大持仓中：新建仓 3 只、增持 8 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COGT | COGENT BIOSCIENCES INC | $45.3M | 11.38% | 1.2M | 持平 |
| 2 | SNDX | SYNDAX PHARMACEUTICALS INC | $40.6M | 10.19% | 1.9M | 持平 |
| 3 | CLDX | CELLDEX THERAPEUTICS INC NEW | $36.8M | 9.25% | 990,000 | 增持 |
| 4 | RLAY | RELAY THERAPEUTICS INC | $27.4M | 6.89% | 1.5M | 增持 |
| 5 | PCVX | VAXCYTE INC | $26.3M | 6.61% | 452,340 | 增持 |
| 6 | VERA | VERA THERAPEUTICS INC | $18.7M | 4.71% | 436,518 | 减持 |
| 7 | PHVS | PHARVARIS N V | $18.2M | 4.57% | 525,750 | 增持 |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | $18.1M | 4.55% | 984,931 | 增持 |
| 9 | CTMX | CYTOMX THERAPEUTICS INC. | $17.1M | 4.29% | 4.5M | 持平 |
| 10 | TVTX | TRAVERE THERAPEUTICS INC | $16.6M | 4.18% | 292,600 | 增持 |
| 11 | LEGN | LEGEND BIOTECH CORP | $16.5M | 4.14% | 570,569 | 新建仓 |
| 12 | BEAM | BEAM THERAPEUTICS INC | $16.3M | 4.11% | 476,338 | 持平 |
| 13 | CGEM | CULLINAN THERAPEUTICS INC | $12.6M | 3.16% | 690,000 | 增持 |
| 14 | NRIX | NURIX THERAPEUTICS INC | $11.2M | 2.80% | 460,000 | 持平 |
| 15 | KRYS | KRYSTAL BIOTECH INC | $8.2M | 2.05% | 22,000 | 持平 |
| 16 | UTHR | UNITED THERAPEUTICS CORP DEL | $8.1M | 2.04% | 15,000 | 持平 |
| 17 | SMMT | SUMMIT THERAPEUTICS INC | $7.2M | 1.81% | 493,820 | 新建仓 |
| 18 | INSM | INSMED INC | $6.9M | 1.74% | 65,000 | 新建仓 |
| 19 | BCRX | BIOCRYST PHARMACEUTICALS INC | $5.2M | 1.31% | 520,000 | 减持 |
| 20 | MBX | MBX BIOSCIENCES INC | $5.0M | 1.26% | 91,000 | 减持 |
| 21 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.7M | 1.17% | 38,000 | 持平 |
| 22 | URGN | UROGEN PHARMA LTD | $4.4M | 1.11% | 120,000 | 减持 |
| 23 | DBVT | DBV TECHNOLOGIES S A | $4.3M | 1.09% | 265,000 | 持平 |
| 24 | ALMS | ALUMIS INC | $3.7M | 0.92% | 130,000 | 持平 |
| 25 | SUPN | SUPERNUS PHARMACEUTICALS | $3.3M | 0.82% | 70,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR