Elmind Capital, LP
•CIK: 2052213•Filing: Q4 2025
**Elmind Capital, LP** manages $339M across a concentrated portfolio of 34 positions. The fund exhibits significant conviction in select names, with top holdings including COGT at $41.6M and SNDX at $39.0M. Further notable allocations include VRDN ($26.7M) and VERA ($24.4M), suggesting a focused, high-conviction approach to market opportunities. This structure indicates a tactical deployment of capital within specific sectors.
Total AUM
$338.9M
QoQ Performance
N/A
Positions
34
Top 10 Concentration
68.5%
Latest Filing
Q4 2025
Top Holdings Allocation
COGT
SNDX
VRDN
VERA
TCE2
CGON
COGT12.3%
SNDX11.5%
VRDN7.9%
VERA7.2%
TCE26.9%
CGON6.0%
BCRX4.9%
PCVX4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%