Elmind Capital, LP
NEW YORK NY · SEC CIK 0002052213
$3.52亿2026Q1 申报市值
34持仓数
68.8%前十大占比 · 第一大 12.8%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CTMX 加仓+$1,809.50万
DBVT 新建仓+$553.59万
KALVISTA PHARMAC 加仓+$442.86万
CGEM 加仓+$312.62万
ALMS 新建仓+$286.39万
2026Q1 卖出最多 按季末市值估算
CGON 减仓-$1,358.34万
BCRX 减仓-$1,094.80万
DYNAVAX TECHNOLO 清仓-$1,045.69万
VRDN 减仓-$633.16万
LQDA 清仓-$310.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| COGT | COGENT BIOSCIENCES INC | $4,506.18万 | 12.79% | 1,170,740 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $4,333.28万 | 12.30% | 1,855,000 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2,743.78万 | 7.79% | 865,000 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $2,138.50万 | 6.07% | 4,550,000 | 3,850,000 | 550.0% | $1,809.50万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $2,055.88万 | 5.84% | 1,021,300 | 220,000 | 27.5% | $442.86万 | 加仓 |
| CGON | CG ONCOLOGY INC | $1,974.90万 | 5.61% | 291,800 | -200,700 | -40.8% | -$1,358.34万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1,941.10万 | 5.51% | 482,500 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1,839.18万 | 5.22% | 316,500 | 25,000 | 8.6% | $145.28万 | 加仓 |
| PHVS | PHARVARIS N V | $1,343.99万 | 3.82% | 475,750 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $1,340.50万 | 3.81% | 350,000 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $1,135.11万 | 3.22% | 476,338 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,046.33万 | 2.97% | 534,931 | -323,700 | -37.7% | -$633.16万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $952.00万 | 2.70% | 1,000,000 | -1,150,000 | -53.5% | -$1,094.80万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $889.47万 | 2.53% | 15,000 | 4,000 | 36.4% | $237.19万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $753.13万 | 2.14% | 530,000 | 220,000 | 71.0% | $312.62万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $713.00万 | 2.02% | 460,000 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $629.84万 | 1.79% | 211,000 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $568.30万 | 1.61% | 22,000 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $553.59万 | 1.57% | 265,000 | 265,000 | — | $553.59万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $534.26万 | 1.52% | 536,946 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $527.65万 | 1.50% | 177,600 | 67,600 | 61.5% | $200.84万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $400.52万 | 1.14% | 38,000 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $395.56万 | 1.12% | 220,000 | 120,000 | 120.0% | $215.76万 | 加仓 |
| ALMS | ALUMIS INC | $286.39万 | 0.81% | 130,000 | 130,000 | — | $286.39万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $265.50万 | 0.75% | 47,000 | -35,000 | -42.7% | -$197.72万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $221.21万 | 0.63% | 207,900 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $201.15万 | 0.57% | 50,000 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $193.50万 | 0.55% | 900,000 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $175.62万 | 0.50% | 58,248 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $155.68万 | 0.44% | 112,000 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $143.01万 | 0.41% | 210,000 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $128.94万 | 0.37% | 177,846 | -270,000 | -60.3% | -$195.75万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $103.38万 | 0.29% | 20,000 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $31.50万 | 0.09% | 10,000 | -20,000 | -66.7% | -$63.00万 | 减仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -679,900 | -100.0% | -$1,045.69万 | 清仓 |
| LQDA | LIQUIDIA CORPORATION | $0 | 0.00% | 0 | -90,000 | -100.0% | -$310.41万 | 清仓 |