Elmind Capital, LP Concentrated Active

CIK: 0002052213 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $338,852 (100.0% shares, 0.0% debt)

Holdings (34)

COGT COGENT BIOSCIENCES INC 12.3%

Value ($000) $41,585 Shares 1,170,740 Est. Cost $28.11 Unrealized 0.0%

SNDX SYNDAX PHARMACEUTICALS INC 11.5%

Value ($000) $38,974 Shares 1,855,000 Est. Cost $17.45 Unrealized 0.0%

VRDN VIRIDIAN THERAPEUTICS INC 7.9%

Value ($000) $26,721 Shares 858,631 Est. Cost $27.43 Unrealized 0.0%

VERA VERA THERAPEUTICS INC 7.2%

Value ($000) $24,434 Shares 482,500 Est. Cost $35.52 Unrealized 0.0%

CLDX CELLDEX THERAPEUTICS INC NEW 6.9%

Value ($000) $23,493 Shares 865,000 Est. Cost $26.34 Unrealized 0.0%

CGON CG ONCOLOGY INC 6.0%

Value ($000) $20,449 Shares 492,500 Est. Cost $41.38 Unrealized 0.0%

BCRX BIOCRYST PHARMACEUTICALS INC 4.9%

Value ($000) $16,770 Shares 2,150,000 Est. Cost $7.23 Unrealized 0.0%

PCVX VAXCYTE INC 4.0%

Value ($000) $13,450 Shares 291,500 Est. Cost $44.73 Unrealized 0.0%

BEAM BEAM THERAPEUTICS INC 3.9%

Value ($000) $13,204 Shares 476,338 Est. Cost $25.51 Unrealized 0.0%

PHVS PHARVARIS N V 3.9%

Value ($000) $13,202 Shares 475,750 Est. Cost $24.09 Unrealized 0.0%

KALV KALVISTA PHARMACEUTICALS INC 3.8%

Value ($000) $12,941 Shares 801,300 Est. Cost $13.24 Unrealized 0.0%

— DYNAVAX TECHNOLOGIES CORP 3.1%

Value ($000) $10,457 Shares 679,900 Est. Cost $15.38 Unrealized —

TYRA TYRA BIOSCIENCES INC 2.7%

Value ($000) $9,202 Shares 350,000 Est. Cost $18.37 Unrealized 0.0%

NRIX NURIX THERAPEUTICS INC 2.6%

Value ($000) $8,726 Shares 460,000 Est. Cost $14.37 Unrealized 0.0%

WVE WAVE LIFE SCIENCES LTD 2.2%

Value ($000) $7,613 Shares 447,846 Est. Cost $10.16 Unrealized 0.0%

MBX MBX BIOSCIENCES INC 2.0%

Value ($000) $6,655 Shares 211,000 Est. Cost $24.26 Unrealized 0.0%

KRYS KRYSTAL BIOTECH INC 1.6%

Value ($000) $5,424 Shares 22,000 Est. Cost $210.47 Unrealized 0.0%

UTHR UNITED THERAPEUTICS CORP DEL 1.6%

Value ($000) $5,360 Shares 11,000 Est. Cost $465.69 Unrealized 0.0%

BMRN BIOMARIN PHARMACEUTICAL INC 1.4%

Value ($000) $4,873 Shares 82,000 Est. Cost $54.44 Unrealized 0.0%

RLAY RELAY THERAPEUTICS INC 1.3%

Value ($000) $4,543 Shares 536,946 Est. Cost $7.14 Unrealized 0.0%

TVTX TRAVERE THERAPEUTICS INC 1.2%

Value ($000) $4,203 Shares 110,000 Est. Cost $32.52 Unrealized 0.0%

PTGX PROTAGONIST THERAPEUTICS INC 1.0%

Value ($000) $3,319 Shares 38,000 Est. Cost $81.85 Unrealized 0.0%

CGEM CULLINAN THERAPEUTICS INC 0.9%

Value ($000) $3,209 Shares 310,000 Est. Cost $9.02 Unrealized 0.0%

LQDA LIQUIDIA CORPORATION 0.9%

Value ($000) $3,104 Shares 90,000 Est. Cost $28.47 Unrealized 0.0%

CTMX CYTOMX THERAPEUTICS INC 0.9%

Value ($000) $2,982 Shares 700,000 Est. Cost $3.80 Unrealized 0.0%

URGN UROGEN PHARMA LTD 0.7%

Value ($000) $2,342 Shares 100,000 Est. Cost $21.69 Unrealized 0.0%

IMCR IMMUNOCORE HLDGS PLC 0.6%

Value ($000) $2,022 Shares 58,248 Est. Cost $34.71 Unrealized —

DSGN DESIGN THERAPEUTICS INC 0.6%

Value ($000) $1,950 Shares 207,900 Est. Cost $7.83 Unrealized 0.0%

ENGN ENGENE HOLDINGS INC 0.6%

Value ($000) $1,896 Shares 210,000 Est. Cost $8.01 Unrealized 0.0%

ALEC ALECTOR INC 0.4%

Value ($000) $1,404 Shares 900,000 Est. Cost $1.77 Unrealized 0.0%

AMLX AMYLYX PHARMACEUTICALS INC 0.4%

Value ($000) $1,353 Shares 112,000 Est. Cost $13.58 Unrealized 0.0%

APLS APELLIS PHARMACEUTICALS INC 0.4%

Value ($000) $1,256 Shares 50,000 Est. Cost $23.46 Unrealized 0.0%

SUPN SUPERNUS PHARMACEUTICALS INC 0.3%

Value ($000) $994 Shares 20,000 Est. Cost $48.62 Unrealized 0.0%

EWTX EDGEWISE THERAPEUTICS INC 0.2%

Value ($000) $744 Shares 30,000 Est. Cost $20.07 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
COGT	COGENT BIOSCIENCES INC	1,170,740	$41,585	12.3%	$28.11	0.0%	COM	19240Q201
SNDX	SYNDAX PHARMACEUTICALS INC	1,855,000	$38,974	11.5%	$17.45	0.0%	COM	87164F105
VRDN	VIRIDIAN THERAPEUTICS INC	858,631	$26,721	7.9%	$27.43	0.0%	COM	92790C104
VERA	VERA THERAPEUTICS INC	482,500	$24,434	7.2%	$35.52	0.0%	CL A	92337R101
CLDX	CELLDEX THERAPEUTICS INC NEW	865,000	$23,493	6.9%	$26.34	0.0%	COM NEW	15117B202
CGON	CG ONCOLOGY INC	492,500	$20,449	6.0%	$41.38	0.0%	COM	156944100
BCRX	BIOCRYST PHARMACEUTICALS INC	2,150,000	$16,770	4.9%	$7.23	0.0%	COM	09058V103
PCVX	VAXCYTE INC	291,500	$13,450	4.0%	$44.73	0.0%	COM	92243G108
BEAM	BEAM THERAPEUTICS INC	476,338	$13,204	3.9%	$25.51	0.0%	COM	07373V105
PHVS	PHARVARIS N V	475,750	$13,202	3.9%	$24.09	0.0%	COM	N69605108
KALV	KALVISTA PHARMACEUTICALS INC	801,300	$12,941	3.8%	$13.24	0.0%	COM	483497103
—	DYNAVAX TECHNOLOGIES CORP	679,900	$10,457	3.1%	$15.38	—	COM NEW	268158201
TYRA	TYRA BIOSCIENCES INC	350,000	$9,202	2.7%	$18.37	0.0%	COM	90240B106
NRIX	NURIX THERAPEUTICS INC	460,000	$8,726	2.6%	$14.37	0.0%	COM	67080M103
WVE	WAVE LIFE SCIENCES LTD	447,846	$7,613	2.2%	$10.16	0.0%	SHS	Y95308105
MBX	MBX BIOSCIENCES INC	211,000	$6,655	2.0%	$24.26	0.0%	COM	55287L101
KRYS	KRYSTAL BIOTECH INC	22,000	$5,424	1.6%	$210.47	0.0%	COM	501147102
UTHR	UNITED THERAPEUTICS CORP DEL	11,000	$5,360	1.6%	$465.69	0.0%	COM	91307C102
BMRN	BIOMARIN PHARMACEUTICAL INC	82,000	$4,873	1.4%	$54.44	0.0%	COM	09061G101
RLAY	RELAY THERAPEUTICS INC	536,946	$4,543	1.3%	$7.14	0.0%	COM	75943R102
TVTX	TRAVERE THERAPEUTICS INC	110,000	$4,203	1.2%	$32.52	0.0%	COM	89422G107
PTGX	PROTAGONIST THERAPEUTICS INC	38,000	$3,319	1.0%	$81.85	0.0%	COM	74366E102
CGEM	CULLINAN THERAPEUTICS INC	310,000	$3,209	0.9%	$9.02	0.0%	COM	230031106
LQDA	LIQUIDIA CORPORATION	90,000	$3,104	0.9%	$28.47	0.0%	COM NEW	53635D202
CTMX	CYTOMX THERAPEUTICS INC	700,000	$2,982	0.9%	$3.80	0.0%	COM	23284F105
URGN	UROGEN PHARMA LTD	100,000	$2,342	0.7%	$21.69	0.0%	COM	M96088105
IMCR	IMMUNOCORE HLDGS PLC	58,248	$2,022	0.6%	$34.71	—	ADS	45258D105
DSGN	DESIGN THERAPEUTICS INC	207,900	$1,950	0.6%	$7.83	0.0%	COM	25056L103
ENGN	ENGENE HOLDINGS INC	210,000	$1,896	0.6%	$8.01	0.0%	COM	29286M105
ALEC	ALECTOR INC	900,000	$1,404	0.4%	$1.77	0.0%	COM	014442107
AMLX	AMYLYX PHARMACEUTICALS INC	112,000	$1,353	0.4%	$13.58	0.0%	COM	03237H101
APLS	APELLIS PHARMACEUTICALS INC	50,000	$1,256	0.4%	$23.46	0.0%	COM	03753U106
SUPN	SUPERNUS PHARMACEUTICALS INC	20,000	$994	0.3%	$48.62	0.0%	COM	868459108
EWTX	EDGEWISE THERAPEUTICS INC	30,000	$744	0.2%	$20.07	0.0%	COM	28036F105