Elmind Capital, LP
NEW YORK NY · SEC CIK 0002052213
$3.98亿2026Q2 申报市值
35持仓数
66.6%前十大占比 · 第一大 11.4%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RLAY 加仓+$1,736.91万
LEGN 新建仓+$1,647.80万
VRDN 加仓+$826.65万
PCVX 加仓+$789.64万
SMMT 新建仓+$719.50万
2026Q2 卖出最多 按季末市值估算
KALVISTA PHARMAC 清仓-$2,055.88万
CGON 清仓-$1,974.90万
TYRA 减仓-$1,054.02万
MBX 减仓-$662.40万
BCRX 减仓-$480.00万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,021,300 | -100.0% | -$2,055.88万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -291,800 | -100.0% | -$1,974.90万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$201.15万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -210,000 | -100.0% | -$143.01万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$31.50万 | 清仓 |
| — | ENGENE THERAPEUTICS INC | $36.33万 | 0.09% | 210,000 | 210,000 | — | $36.33万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $63.88万 | 0.16% | 20,000 | -330,000 | -94.3% | -$1,054.02万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $103.33万 | 0.26% | 177,846 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $106.36万 | 0.27% | 32,037 | 32,037 | — | $106.36万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $156.13万 | 0.39% | 107,900 | -100,000 | -48.1% | -$144.70万 | 减仓 |
| SEPN | SEPTERNA INC | $165.59万 | 0.42% | 49,444 | 49,444 | — | $165.59万 | 新建仓 |
| ALEC | ALECTOR INC | $180.90万 | 0.45% | 900,000 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $201.15万 | 0.51% | 112,000 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $257.63万 | 0.65% | 81,143 | 22,895 | 39.3% | $72.69万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $268.93万 | 0.68% | 47,000 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $325.57万 | 0.82% | 70,000 | 50,000 | 250.0% | $232.55万 | 加仓 |
| ALMS | ALUMIS INC | $365.82万 | 0.92% | 130,000 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $434.60万 | 1.09% | 265,000 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $441.60万 | 1.11% | 120,000 | -100,000 | -45.5% | -$368.00万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $465.80万 | 1.17% | 38,000 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $502.32万 | 1.26% | 91,000 | -120,000 | -56.9% | -$662.40万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $520.00万 | 1.31% | 520,000 | -480,000 | -48.0% | -$480.00万 | 减仓 |
| INSM | INSMED INC | $693.03万 | 1.74% | 65,000 | 65,000 | — | $693.03万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $719.50万 | 1.81% | 493,820 | 493,820 | — | $719.50万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $812.75万 | 2.04% | 15,000 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $817.67万 | 2.05% | 22,000 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $1,115.96万 | 2.80% | 460,000 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $1,256.49万 | 3.16% | 690,000 | 160,000 | 30.2% | $291.36万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $1,634.79万 | 4.11% | 476,338 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $1,647.80万 | 4.14% | 570,569 | 570,569 | — | $1,647.80万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,662.26万 | 4.18% | 292,600 | 115,000 | 64.8% | $653.32万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,706.25万 | 4.29% | 4,550,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,809.32万 | 4.55% | 984,931 | 450,000 | 84.1% | $826.65万 | 加仓 |
| PHVS | PHARVARIS N V | $1,818.04万 | 4.57% | 525,750 | 50,000 | 10.5% | $172.90万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $1,873.10万 | 4.71% | 436,518 | -45,982 | -9.5% | -$197.31万 | 减仓 |
| PCVX | VAXCYTE INC | $2,629.45万 | 6.61% | 452,340 | 135,840 | 42.9% | $789.64万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $2,741.54万 | 6.89% | 1,465,279 | 928,333 | 172.9% | $1,736.91万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $3,683.79万 | 9.25% | 990,000 | 125,000 | 14.5% | $465.12万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $4,055.03万 | 10.19% | 1,855,000 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $4,530.76万 | 11.38% | 1,170,740 | 0 | 0.0% | — | 不变 |