SUPERSTRING CAPITAL MANAGEMENT LP
Nilai portofolio QoQ: +13.2% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas63,75%
Bobot 25 kepemilikan teratas98,23%
Posisi di atas 1%22
Jumlah posisi efektif19,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 40,65% Perkiraan pembelian $60.633.799 · penjualan $76.281.707
Kepemilikan median: 2,0 kuartal Dilacak Q1 2025–Q2 2026 · 30,8% masih dipegang
Posisi baru8
Meningkat13
Menurun9
Tertutup11
Nilai Portofolio
$158.4M
Posisi
32
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 32 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| COGT | $13.285.091 | 8,39% | 343.284 | $4.618.760 | Naik ×1 | ||
| AXSM | $13.197.019 | 8,33% | 53.916 | $11.301.122 | Naik ×1 | ||
| GMAB | $11.828.582 | 7,47% | 430.600 | $6.550.880 | Naik ×2 | ||
| CLDX | $10.700.963 | 6,76% | 287.583 | $4.989.840 | Naik ×2 | ||
| TRVI | $9.776.778 | 6,17% | 524.224 | $6.775.596 | Naik ×2 | ||
| RVMD | $9.561.206 | 6,04% | 51.053 | ||||
| DFTX | $8.856.785 | 5,59% | 188.282 | $2.214.172 | Turun ×1 | ||
| VIR | $8.699.050 | 5,49% | 853.685 | $2.153.340 | Naik ×1 | ||
| IMVT | $8.028.419 | 5,07% | 208.368 | $-854.514 | Turun ×1 | ||
| URGN | $7.040.318 | 4,45% | 191.313 | $75.387 | Turun ×2 | ||
| CLYM | $6.794.909 | 4,29% | 521.082 | $5.430.327 | Naik ×1 | ||
| ANL | $6.353.762 | 4,01% | 552.501 | $3.482.986 | Naik ×1 | ||
| SVRA | $6.021.154 | 3,80% | 977.460 | $-2.638.280 | Turun ×1 | ||
| MPLT | $4.495.483 | 2,84% | 125.432 | $589.297 | Turun ×1 | ||
| ORIC | $4.397.814 | 2,78% | 406.077 | $2.937.799 | Naik ×1 | ||
| UTHR | $3.886.005 | 2,45% | 7.172 | $810.811 | Naik ×1 | ||
| PCVX | $3.882.677 | 2,45% | 66.793 | $-2.535.805 | Turun ×1 | ||
| ONC | $3.497.437 | 2,21% | 12.273 | Naik ×1 | |||
| CABA | $3.478.020 | 2,20% | 1.278.652 | $609.837 | Naik ×1 | ||
| ZLAB | $2.960.447 | 1,87% | 155.813 | $-2.227.690 | Turun ×1 | ||
| SION | $2.778.232 | 1,75% | 63.156 | $-2.875.420 | Turun ×2 | ||
| DRUG | $2.138.011 | 1,35% | 30.456 | $1.166.707 | Naik ×1 | ||
| ACRS | $1.363.101 | 0,86% | 257.675 | $-11.237 | Turun ×1 | ||
| HELP | $1.351.243 | 0,85% | 204.424 | Naik ×1 | |||
| KNSA | $1.206.545 | 0,76% | 18.867 | Naik ×1 | |||
| ROIV | $906.798 | 0,57% | 25.623 | Naik ×1 | |||
| TNXP | $812.148 | 0,51% | 63.648 | $-61.527 | Naik ×1 | ||
| TARA | $463.966 | 0,29% | 121.457 | $-168.825 | |||
| SNSE | $354.375 | 0,22% | 14.175 | Naik ×1 | |||
| BOLD | $138.390 | 0,09% | 55.356 | Naik ×1 | |||
| BMEA | $85.306 | 0,05% | 250.000 | $-297.194 | |||
| VYNE | $39.868 | 0,03% | 61.269 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| TRVI | Beli lebih banyak | +273K | +$6.8M |
| GMAB | Beli lebih banyak | +234K | +$6.6M |
| CLYM | Beli lebih banyak | +322K | +$5.4M |
| CLDX | Beli lebih banyak | +108K | +$5.0M |
| COGT | Beli lebih banyak | +118K | +$4.6M |
| ANL | Beli lebih banyak | +138K | +$3.5M |
| ORIC | Beli lebih banyak | +291K | +$2.9M |
| SION | Dipangkas | -78K | -$2.9M |
| SVRA | Dipangkas | -609K | -$2.6M |
| PCVX | Dipangkas | -44K | -$2.5M |
1 position hidden — reported move looks larger than the position itself (data completeness check)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CDTX | 31 Maret 2026 | 85.098 | $18.797.297 | Tidak lagi dilacak |
| TERN | 31 Maret 2026 | 443.777 | $17.928.591 | Tidak lagi dilacak |
| SMMT | 30 Juni 2026 | 892.873 | $16.928.872 | 15,0% |
| DVAX | 31 Maret 2026 | 525.592 | $8.083.605 | Tidak lagi dilacak |
| SLNO | 30 Sep. 2025 | 83.691 | $7.011.632 | Tidak lagi dilacak |
| VRNA | 30 Sep. 2025 | 68.982 | $6.524.318 | Tidak lagi dilacak |
| MNMD | 31 Maret 2026 | 425.202 | $5.693.455 | Tidak lagi dilacak |
| ETNB | 31 Des. 2025 | 384.652 | $5.654.384 | Tidak lagi dilacak |
| LEGN | 30 Juni 2025 | 160.442 | $5.443.797 | -47,7% |
| JAZZ | 31 Des. 2025 | 40.893 | $5.389.697 | 38,6% |
| NBIX | 30 Sep. 2025 | 40.608 | $5.104.020 | 2,0% |
| OCUL | 31 Maret 2026 | 418.080 | $5.075.491 | -17,8% |
| FOLD | 31 Maret 2026 | 352.896 | $5.025.239 | Tidak lagi dilacak |
| PFE | 30 Juni 2025 | 196.164 | $4.970.796 | 14,7% |
| VRTX | 30 Juni 2026 | 11.010 | $4.916.405 | 1,6% |
| RARE | 30 Sep. 2025 | 130.422 | $4.742.144 | -49,4% |
| BBIO | 31 Des. 2025 | 88.658 | $4.604.897 | -12,1% |
| IQV | 30 Juni 2026 | 25.668 | $4.377.421 | 33,6% |
| RVMD | 31 Maret 2026 | 54.879 | $4.371.112 | 112,5% |
| SMMT | 31 Des. 2025 | 197.253 | $4.075.247 | -4,2% |
| BLTE | 31 Maret 2026 | 24.703 | $3.951.492 | 0,1% |
| IONS | 30 Sep. 2025 | 98.267 | $3.882.529 | -33,4% |
| IQV | 31 Des. 2025 | 19.114 | $3.630.513 | 14,6% |
| REGN | 31 Des. 2025 | 6.401 | $3.599.090 | -4,8% |
| ARVN | 30 Juni 2026 | 312.620 | $3.313.772 | -10,8% |
| ORKA | 30 Juni 2026 | 63.591 | $3.119.139 | -11,2% |
| TVTX | 30 Juni 2026 | 102.754 | $3.052.821 | 0,2% |
| ZBIO | 31 Maret 2026 | 83.353 | $3.026.547 | 44,7% |
| NKTR | 31 Des. 2025 | 51.270 | $2.917.263 | 3,1% |
| QNCX | 31 Maret 2026 | 858.711 | $2.876.682 | 44,6% |
| INSM | 31 Des. 2025 | 19.786 | $2.849.382 | -36,2% |
| AVTX | 31 Maret 2026 | 153.313 | $2.784.164 | 0,4% |
| CAPR | 31 Maret 2026 | 96.334 | $2.780.199 | -70,6% |
| BCAX | 31 Des. 2025 | 175.902 | $2.777.493 | 4,8% |
| PVLA | 31 Maret 2026 | 25.469 | $2.665.840 | 6,3% |
| SMMT | 30 Juni 2025 | 132.019 | $2.546.647 | -21,3% |
| SWTX | 30 Juni 2025 | 54.216 | $2.392.552 | Tidak lagi dilacak |
| SNY | 31 Des. 2025 | 50.407 | $2.379.210 | -17,6% |
| CAPR | 30 Juni 2025 | 241.192 | $2.288.912 | -9,9% |
| ASMB | 31 Maret 2026 | 65.273 | $2.219.935 | -18,8% |
| PFE | 30 Juni 2026 | 74.000 | $2.077.920 | 15,4% |
| VSTM | 30 Juni 2025 | 336.363 | $2.028.269 | 85,5% |
| CYTK | 30 Sep. 2025 | 61.103 | $2.018.843 | 19,4% |
| QURE | 31 Des. 2025 | 33.175 | $1.936.425 | -2,0% |
| TECX | 31 Des. 2025 | 119.286 | $1.871.597 | 8,1% |
| TYRA | 31 Maret 2026 | 58.677 | $1.542.618 | -46,7% |
| KROS | 31 Des. 2025 | 95.083 | $1.504.213 | -44,2% |
| SRRK | 31 Des. 2025 | 39.521 | $1.471.762 | 6,3% |
| CRNX | 30 Juni 2025 | 43.613 | $1.462.780 | Tidak lagi dilacak |
| UTHR | 30 Sep. 2025 | 4.874 | $1.400.544 | 29,2% |
| PTGX | 31 Des. 2025 | 20.358 | $1.352.382 | 60,4% |
| VRDN | 31 Maret 2026 | 43.230 | $1.345.318 | -0,8% |
| RNA | 30 Sep. 2025 | 47.037 | $1.335.851 | -82,0% |
| MDGL | 30 Juni 2025 | 3.815 | $1.263.642 | 65,0% |
| RZLT | 31 Maret 2026 | 513.765 | $1.212.485 | 31,5% |
| TSHA | 30 Juni 2026 | 258.269 | $1.154.462 | -32,0% |
| DNTH | 31 Maret 2026 | 26.249 | $1.081.721 | 5,1% |
| SPRB | 31 Maret 2026 | 12.137 | $1.057.254 | -30,1% |
| TSHA | 30 Juni 2025 | 755.599 | $1.050.283 | 100,4% |
| AARD | 31 Maret 2026 | 69.496 | $912.135 | 32,4% |
| RAPT | 31 Des. 2025 | 34.449 | $888.440 | Tidak lagi dilacak |
| LQDA | 30 Sep. 2025 | 71.071 | $885.545 | 25,9% |
| PALI | 31 Maret 2026 | 367.103 | $862.692 | -17,7% |
| VIR | 31 Des. 2025 | 150.312 | $858.282 | 85,2% |
| CGEM | 30 Juni 2026 | 59.484 | $845.268 | -14,8% |
| MLTX | 30 Sep. 2025 | 17.623 | $831.806 | 59,1% |
| OCUL | 30 Sep. 2025 | 88.980 | $825.734 | -40,5% |
| FULC | 31 Maret 2026 | 72.060 | $814.999 | -51,9% |
| RARE | 31 Maret 2026 | 31.738 | $729.974 | -27,4% |
| CRBP | 31 Des. 2025 | 57.644 | $729.197 | -24,7% |
| PTN | 30 Juni 2026 | 35.969 | $626.580 | -13,5% |
| NBP | 31 Des. 2025 | 139.886 | $528.769 | -66,0% |
| RCKT | 30 Sep. 2025 | 214.412 | $525.309 | -21,5% |
| IVA | 31 Maret 2026 | 100.000 | $465.000 | -35,9% |
| WVE | 30 Sep. 2025 | 70.242 | $456.573 | -48,4% |
| KYTX | 30 Sep. 2025 | 142.542 | $437.604 | 3,7% |
| PCVX | 30 Juni 2025 | 11.264 | $425.329 | 73,7% |
| SDGR | 30 Juni 2025 | 14.114 | $278.610 | 50,6% |
| IPSC | 30 Juni 2026 | 119.308 | $269.636 | -37,6% |
| SY | 30 Sep. 2025 | 72.936 | $226.102 | -28,9% |
| CPIX | 30 Juni 2025 | 50.000 | $211.500 | 120,6% |
| ENTX | 31 Maret 2026 | 17.142 | $33.255 | 157,7% |
| LSBCF | 30 Sep. 2025 | 30.792 | $31.408 | Tidak lagi dilacak |