13FBOX
Elmind Capital, LP · 13F 持仓分析
期权收益计算器 机构排行

Elmind Capital, LP

No.4899
最新持仓市值 (Q2 2026)
$3.98亿
环比变动 Q1 2026
+$4,581.6万+13.0%
持仓股票数
35
新买入
6
加仓
9
减仓
6
清仓
5
持股不变
14
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
COGENT BIOSCIENCESCOGT
11.38%12.79%$4,530.8万117.1万股$4,506.2万117.1万股00.00%持仓不变
SYNDAX PHARMACEUTICALSSNDX
10.19%12.3%$4,055.0万185.5万股$4,333.3万185.5万股00.00%持仓不变
CCELLDEX THERAPEUTICS NEWCLDX
9.25%7.79%$3,683.8万99.0万股$2,743.8万86.5万股+12.5万股+14.45%加仓
RELAY THERAPEUTICSRLAY
6.89%1.52%$2,741.5万146.5万股$534.3万53.7万股+92.8万股+172.89%加仓
VAXCYTEPCVX
6.61%5.22%$2,629.5万45.2万股$1,839.2万31.7万股+13.6万股+42.92%加仓
VVERA THERAPEUTICSVERA
4.71%5.51%$1,873.1万43.7万股$1,941.1万48.3万股-4.6万股-9.53%减仓
PHARVARISPHVS
4.57%3.82%$1,818.0万52.6万股$1,344.0万47.6万股+5.0万股+10.51%加仓
VVIRIDIAN THERAPEUTICSVRDN
4.55%2.97%$1,809.3万98.5万股$1,046.3万53.5万股+45.0万股+84.12%加仓
CYTOMX THERAPEUTICSCTMX
4.29%6.07%$1,706.3万455.0万股$2,138.5万455.0万股00.00%持仓不变
TTRAVERE THERAPEUTICSTVTX
4.18%1.5%$1,662.3万29.3万股$527.6万17.8万股+11.5万股+64.75%加仓
LLEGEND BIOTECHLEGN
4.14%$1,647.8万57.1万股$00股+57.1万股新买入
BBEAM THERAPEUTICSBEAM
4.11%3.22%$1,634.8万47.6万股$1,135.1万47.6万股00.00%持仓不变
CCULLINAN THERAPEUTICSCGEM
3.16%2.14%$1,256.5万69.0万股$753.1万53.0万股+16.0万股+30.19%加仓
NURIX THERAPEUTICSNRIX
2.8%2.02%$1,116.0万46.0万股$713.0万46.0万股00.00%持仓不变
KRYSTAL BIOTECHKRYS
2.05%1.61%$817.7万2.2万股$568.3万2.2万股00.00%持仓不变
United TherapeuticsUTHR
2.04%2.53%$812.7万1.5万股$889.5万1.5万股00.00%持仓不变
SSUMMIT THERAPEUTICS COMSMMT
1.81%$719.5万49.4万股$00股+49.4万股新买入
InsmedINSM
1.74%$693.0万6.5万股$00股+6.5万股新买入
BIOCRYST PHARMACEUTICALSBCRX
1.31%2.7%$520.0万52.0万股$952.0万100.0万股-48.0万股-48.00%减仓
MMBX BIOSCIENCESMBX
1.26%1.79%$502.3万9.1万股$629.8万21.1万股-12.0万股-56.87%减仓
PPROTAGONIST THERAPEUTICSPTGX
1.17%1.14%$465.8万3.8万股$400.5万3.8万股00.00%持仓不变
UUROGEN PHARMAURGN
1.11%1.12%$441.6万12.0万股$395.6万22.0万股-10.0万股-45.45%减仓
DBV TECHNOLOGIESDBVT
1.09%1.57%$434.6万26.5万股$553.6万26.5万股00.00%持仓不变
ALUMISALMS
0.92%0.81%$365.8万13.0万股$286.4万13.0万股00.00%持仓不变
SUPERNUS PHARMACEUTICALSSUPN
0.82%0.29%$325.6万7.0万股$103.4万2.0万股+5.0万股+250.00%加仓
BioMarin制药BMRN
0.68%0.75%$268.9万4.7万股$265.5万4.7万股00.00%持仓不变
IIMMUNOCOREIMCR
0.65%0.5%$257.6万8.1万股$175.6万5.8万股+2.3万股+39.31%加仓
AAMYLYX PHARMACEUTICALSAMLX
0.51%0.44%$201.2万11.2万股$155.7万11.2万股00.00%持仓不变
AALECTOR INC COMALEC
0.45%0.55%$180.9万90.0万股$193.5万90.0万股00.00%持仓不变
SSEPTERNASEPN
0.42%$165.6万4.9万股$00股+4.9万股新买入
DESIGN THERAPEUTICS INC COMDSGN
0.39%0.63%$156.1万10.8万股$221.2万20.8万股-10.0万股-48.10%减仓
SSUTRO BIOPHARMASTRO
0.27%$106.4万3.2万股$00股+3.2万股新买入
WAVE LIFE SCIENCESWVE
0.26%0.37%$103.3万17.8万股$128.9万17.8万股00.00%持仓不变
TTYRA BIOSCIENCESTYRA
0.16%3.81%$63.9万2.0万股$1,340.5万35.0万股-33.0万股-94.29%减仓
EENGENE THERAPEUTICS INCENGN
0.09%$36.3万21.0万股$00股+21.0万股新买入

🧭 机构资金流板块热力图

净流出 净流入