SUPERSTRING CAPITAL MANAGEMENT LP
CIK 1931118 · View on SEC EDGAR ↗
- Portfolio value
- $158.4M
- Positions
- 32
- As of
- June 30, 2026
#7,219 of 9,443 by 13F value · top 76.4%
Portfolio value QoQ: +13.2% 13F does not disclose cash
- Top 10 holdings weight
- 63.75%
- Top 25 holdings weight
- 98.23%
- Positions above 1%
- 22
- Effective number of positions
- 19.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 40.65% Est. buys $60,633,799 · sells $76,281,707
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 27.4% still held
- New positions
- 8
- Increased
- 13
- Decreased
- 9
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
93.6%
Other/Unmapped
6.4%
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| COGT Cogent Biosciences, Inc. - Common Stock | $13,285,091 | 8.39% | 343,284 | $4,618,760 | Up ×1 | ||
| AXSM Axsome Therapeutics, Inc. - Common Stock | $13,197,019 | 8.33% | 53,916 | $11,301,122 | Up ×1 | ||
| GMAB Genmab A/S - American Depositary Shares | $11,828,582 | 7.47% | 430,600 | $6,550,880 | Up ×2 | ||
| CLDX Celldex Therapeutics, Inc. - Common Stock | $10,700,963 | 6.76% | 287,583 | $4,989,840 | Up ×2 | ||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $9,776,778 | 6.17% | 524,224 | $6,775,596 | Up ×2 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $9,561,206 | 6.04% | 51,053 | ||||
| DFTX Definium Therapeutics, Inc. - Common Shares | $8,856,785 | 5.59% | 188,282 | $2,214,172 | Down ×1 | ||
| VIR Vir Biotechnology, Inc. - Common Stock | $8,699,050 | 5.49% | 853,685 | $2,153,340 | Up ×1 | ||
| IMVT Immunovant, Inc. - Common Stock | $8,028,419 | 5.07% | 208,368 | $-854,514 | Down ×1 | ||
| URGN UroGen Pharma Ltd. - Ordinary Shares | $7,040,318 | 4.45% | 191,313 | $75,387 | Down ×2 | ||
| CLYM Climb Bio, Inc. - Common Stock | $6,794,909 | 4.29% | 521,082 | $5,430,327 | Up ×1 | ||
| ANL Adlai Nortye Ltd. - American Depositary Shares | $6,353,762 | 4.01% | 552,501 | $3,482,986 | Up ×1 | ||
| SVRA Savara, Inc. - Common Stock | $6,021,154 | 3.80% | 977,460 | $-2,638,280 | Down ×1 | ||
| MPLT MapLight Therapeutics, Inc. - Common Stock | $4,495,483 | 2.84% | 125,432 | $589,297 | Down ×1 | ||
| ORIC Oric Pharmaceuticals, Inc. - Common Stock | $4,397,814 | 2.78% | 406,077 | $2,937,799 | Up ×1 | ||
| UTHR United Therapeutics Corporation - Common Stock | $3,886,005 | 2.45% | 7,172 | $810,811 | Up ×1 | ||
| PCVX Vaxcyte, Inc. - Common Stock | $3,882,677 | 2.45% | 66,793 | $-2,535,805 | Down ×1 | ||
| ONC BeOne Medicines Ltd. - American Depositary Shares | $3,497,437 | 2.21% | 12,273 | ||||
| CABA Cabaletta Bio, Inc. - Common Stock | $3,478,020 | 2.20% | 1,278,652 | $609,837 | Up ×1 | ||
| ZLAB Zai Lab Limited - American Depositary Shares | $2,960,447 | 1.87% | 155,813 | $-2,227,690 | Down ×1 | ||
| SION Sionna Therapeutics, Inc. - Common Stock | $2,778,232 | 1.75% | 63,156 | $-2,875,420 | Down ×2 | ||
| DRUG Bright Minds Biosciences Inc. - common stock | $2,138,011 | 1.35% | 30,456 | $1,166,707 | Up ×1 | ||
| ACRS Aclaris Therapeutics, Inc. - Common Stock | $1,363,101 | 0.86% | 257,675 | $-11,237 | Down ×1 | ||
| HELP Cybin Inc. - Common Stock | $1,351,243 | 0.85% | 204,424 | Up ×1 | |||
| KNSA Kiniksa Pharmaceuticals International, plc - Class A Ordinary Shares | $1,206,545 | 0.76% | 18,867 | Up ×1 | |||
| ROIV Roivant Sciences Ltd. - Common Shares | $906,798 | 0.57% | 25,623 | Up ×1 | |||
| TNXP Tonix Pharmaceuticals Holding Corp. - Common Stock | $812,148 | 0.51% | 63,648 | $-61,527 | Up ×1 | ||
| TARA Protara Therapeutics, Inc. - Common Stock | $463,966 | 0.29% | 121,457 | $-168,825 | |||
| SNSE Sensei Biotherapeutics, Inc. - Common Stock | $354,375 | 0.22% | 14,175 | Up ×1 | |||
| BOLD Boundless Bio, Inc. - Common Stock | $138,390 | 0.09% | 55,356 | Up ×1 | |||
| BMEA Biomea Fusion, Inc. - Common Stock | $85,306 | 0.05% | 250,000 | $-297,194 | |||
| VYNE VYNE Therapeutics Inc. - Common Stock | $39,868 | 0.03% | 61,269 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| TRVI | Bought more | +273K | +$6.8M |
| GMAB | Bought more | +234K | +$6.6M |
| CLYM | Bought more | +322K | +$5.4M |
| CLDX | Bought more | +108K | +$5.0M |
| COGT | Bought more | +118K | +$4.6M |
| ANL | Bought more | +138K | +$3.5M |
| ORIC | Bought more | +291K | +$2.9M |
| SION | Trimmed | -78K | -$2.9M |
| SVRA | Trimmed | -609K | -$2.6M |
| PCVX | Trimmed | -44K | -$2.5M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CDTX | March 31, 2026 | 85,098 | $18,797,297 | No longer tracked |
| TERN | March 31, 2026 | 443,777 | $17,928,591 | No longer tracked |
| SMMT | June 30, 2026 | 892,873 | $16,928,872 | -11.0% |
| NVCR | March 31, 2025 | 286,970 | $8,551,706 | 1.0% |
| DVAX | March 31, 2026 | 525,592 | $8,083,605 | No longer tracked |
| SLNO | Sept. 30, 2025 | 83,691 | $7,011,632 | No longer tracked |
| VRNA | Sept. 30, 2025 | 68,982 | $6,524,318 | No longer tracked |
| GPCR | March 31, 2025 | 216,811 | $5,879,914 | 210.2% |
| IDYA | March 31, 2025 | 227,102 | $5,836,521 | 137.2% |
| MNMD | March 31, 2026 | 425,202 | $5,693,455 | No longer tracked |
| ETNB | Dec. 31, 2025 | 384,652 | $5,654,384 | No longer tracked |
| LEGN | June 30, 2025 | 160,442 | $5,443,797 | -36.2% |
| JAZZ | Dec. 31, 2025 | 40,893 | $5,389,697 | 50.0% |
| NBIX | Sept. 30, 2025 | 40,608 | $5,104,020 | 10.8% |
| OCUL | March 31, 2026 | 418,080 | $5,075,491 | 34.9% |
| FOLD | March 31, 2026 | 352,896 | $5,025,239 | No longer tracked |
| PFE | June 30, 2025 | 196,164 | $4,970,796 | 16.6% |
| VRTX | June 30, 2026 | 11,010 | $4,916,405 | 8.9% |
| RARE | Sept. 30, 2025 | 130,422 | $4,742,144 | -12.2% |
| BBIO | Dec. 31, 2025 | 88,658 | $4,604,897 | 10.7% |
| IQV | June 30, 2026 | 25,668 | $4,377,421 | 27.8% |
| RVMD | March 31, 2026 | 54,879 | $4,371,112 | 124.2% |
| SMMT | Dec. 31, 2025 | 197,253 | $4,075,247 | -25.8% |
| BLTE | March 31, 2026 | 24,703 | $3,951,492 | 3.5% |
| IONS | Sept. 30, 2025 | 98,267 | $3,882,529 | -7.8% |
| IQV | Dec. 31, 2025 | 19,114 | $3,630,513 | 9.6% |
| REGN | Dec. 31, 2025 | 6,401 | $3,599,090 | 8.9% |
| ARVN | June 30, 2026 | 312,620 | $3,313,772 | 15.4% |
| ORKA | June 30, 2026 | 63,591 | $3,119,139 | 15.1% |
| TVTX | June 30, 2026 | 102,754 | $3,052,821 | 14.3% |
| ZBIO | March 31, 2026 | 83,353 | $3,026,547 | 61.9% |
| NKTR | Dec. 31, 2025 | 51,270 | $2,917,263 | 79.6% |
| QNCX | March 31, 2026 | 858,711 | $2,876,682 | 32464.4% |
| INSM | Dec. 31, 2025 | 19,786 | $2,849,382 | -26.0% |
| TIL | March 31, 2025 | 148,017 | $2,825,645 | -57.9% |
| AVTX | March 31, 2026 | 153,313 | $2,784,164 | 37.3% |
| CAPR | March 31, 2026 | 96,334 | $2,780,199 | -74.7% |
| BCAX | Dec. 31, 2025 | 175,902 | $2,777,493 | 55.5% |
| PVLA | March 31, 2026 | 25,469 | $2,665,840 | 20.8% |
| PTGX | March 31, 2025 | 68,892 | $2,659,231 | 226.1% |
| SMMT | June 30, 2025 | 132,019 | $2,546,647 | -39.1% |
| INSM | March 31, 2025 | 35,966 | $2,483,093 | 68.8% |
| SWTX | June 30, 2025 | 54,216 | $2,392,552 | No longer tracked |
| SNY | Dec. 31, 2025 | 50,407 | $2,379,210 | -5.2% |
| CAPR | June 30, 2025 | 241,192 | $2,288,912 | -22.5% |
| FATE | March 31, 2025 | 1,379,556 | $2,276,267 | 236.1% |
| ASMB | March 31, 2026 | 65,273 | $2,219,935 | 18.4% |
| PFE | June 30, 2026 | 74,000 | $2,077,920 | 17.4% |
| VSTM | June 30, 2025 | 336,363 | $2,028,269 | 81.0% |
| CYTK | Sept. 30, 2025 | 61,103 | $2,018,843 | 39.5% |
| QURE | Dec. 31, 2025 | 33,175 | $1,936,425 | 97.2% |
| TECX | Dec. 31, 2025 | 119,286 | $1,871,597 | 75.2% |
| DYN | March 31, 2025 | 73,150 | $1,723,414 | 152.5% |
| TYRA | March 31, 2026 | 58,677 | $1,542,618 | -30.7% |
| KROS | Dec. 31, 2025 | 95,083 | $1,504,213 | -46.7% |
| SRRK | Dec. 31, 2025 | 39,521 | $1,471,762 | 25.4% |
| TNGX | March 31, 2025 | 474,955 | $1,467,611 | 1803.3% |
| CRNX | June 30, 2025 | 43,613 | $1,462,780 | 194.7% |
| UTHR | Sept. 30, 2025 | 4,874 | $1,400,544 | 27.3% |
| KURA | March 31, 2025 | 157,959 | $1,375,823 | 92.9% |
| PTGX | Dec. 31, 2025 | 20,358 | $1,352,382 | 80.5% |
| VRDN | March 31, 2026 | 43,230 | $1,345,318 | 25.1% |
| RNA | Sept. 30, 2025 | 47,037 | $1,335,851 | -69.8% |
| MDGL | June 30, 2025 | 3,815 | $1,263,642 | 76.8% |
| INCY | March 31, 2025 | 18,009 | $1,243,882 | 107.2% |
| RZLT | March 31, 2026 | 513,765 | $1,212,485 | 57.9% |
| ONC | March 31, 2025 | 6,365 | $1,175,679 | 38.4% |
| TSHA | June 30, 2026 | 258,269 | $1,154,462 | -5.9% |
| DNTH | March 31, 2026 | 26,249 | $1,081,721 | 38.2% |
| SPRB | March 31, 2026 | 12,137 | $1,057,254 | -18.7% |
| TSHA | June 30, 2025 | 755,599 | $1,050,283 | 177.5% |
| AARD | March 31, 2026 | 69,496 | $912,135 | 88.1% |
| RAPT | Dec. 31, 2025 | 34,449 | $888,440 | No longer tracked |
| LQDA | Sept. 30, 2025 | 71,071 | $885,545 | 224.7% |
| PALI | March 31, 2026 | 367,103 | $862,692 | 23.4% |
| VIR | Dec. 31, 2025 | 150,312 | $858,282 | 65.0% |
| CGEM | June 30, 2026 | 59,484 | $845,268 | 19.1% |
| MLTX | Sept. 30, 2025 | 17,623 | $831,806 | 129.3% |
| OCUL | Sept. 30, 2025 | 88,980 | $825,734 | -2.2% |
| FULC | March 31, 2026 | 72,060 | $814,999 | -48.8% |
| RARE | March 31, 2026 | 31,738 | $729,974 | 26.0% |
| CRBP | Dec. 31, 2025 | 57,644 | $729,197 | 26.1% |
| PTN | June 30, 2026 | 35,969 | $626,580 | -3.6% |
| RZLT | March 31, 2025 | 123,184 | $603,602 | 66.0% |
| NBP | Dec. 31, 2025 | 139,886 | $528,769 | -50.5% |
| RCKT | Sept. 30, 2025 | 214,412 | $525,309 | 8.7% |
| ZURA | March 31, 2025 | 186,943 | $467,358 | 363.6% |
| IVA | March 31, 2026 | 100,000 | $465,000 | -14.7% |
| WVE | Sept. 30, 2025 | 70,242 | $456,573 | -25.8% |
| KYTX | Sept. 30, 2025 | 142,542 | $437,604 | 52.2% |
| PCVX | June 30, 2025 | 11,264 | $425,329 | 91.4% |
| EYPT | March 31, 2025 | 49,375 | $367,844 | 10.0% |
| AXSM | March 31, 2025 | 4,268 | $361,115 | 88.9% |
| LXEO | March 31, 2025 | 52,616 | $346,213 | 53.1% |
| SDGR | June 30, 2025 | 14,114 | $278,610 | -4.5% |
| IPSC | June 30, 2026 | 119,308 | $269,636 | -15.7% |
| SY | Sept. 30, 2025 | 72,936 | $226,102 | -42.4% |
| CPIX | June 30, 2025 | 50,000 | $211,500 | 130.6% |
| CLYM | March 31, 2025 | 98,160 | $176,688 | 1333.9% |
| ENTX | March 31, 2026 | 17,142 | $33,255 | 173.0% |
| LSBCF | Sept. 30, 2025 | 30,792 | $31,408 | No longer tracked |