SUPERSTRING CAPITAL MANAGEMENT LP

CIK 1931118 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$140.0M
#7.021 dari 8.643 berdasarkan nilai 13F · top 81.2%
Posisi
35
Per tanggal
31 Maret 2026 Data per Q1 2026

Nilai portofolio QoQ: -25.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
63,75%
Bobot 25 kepemilikan teratas
98,23%
Posisi di atas 1%
22
Jumlah posisi efektif
19,2

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 Q4 2024–Q2 2026 · 27,4% masih dipegang

Posisi baru
8
Meningkat
13
Menurun
9
Tertutup
11
Di halaman ini

Rincian sektor

Healthcare
93,6%
Lainnya/Tidak terpetakan
6,4%

Portofolio lengkap 32 posisi

Tipe Rentetan Tren 8 kuartal
COGT Cogent Biosciences, Inc. - Common Stock $13.285.091 8,39% 343.284 $4.618.760 Naik ×1
AXSM Axsome Therapeutics, Inc. - Common Stock $13.197.019 8,33% 53.916 $11.301.122 Naik ×1
GMAB Genmab A/S - American Depositary Shares $11.828.582 7,47% 430.600 $6.550.880 Naik ×2
CLDX Celldex Therapeutics, Inc. - Common Stock $10.700.963 6,76% 287.583 $4.989.840 Naik ×2
TRVI Trevi Therapeutics, Inc. - Common Stock $9.776.778 6,17% 524.224 $6.775.596 Naik ×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 Turun ×1
VIR Vir Biotechnology, Inc. - Common Stock $8.699.050 5,49% 853.685 $2.153.340 Naik ×1
IMVT Immunovant, Inc. - Common Stock $8.028.419 5,07% 208.368 $-854.514 Turun ×1
URGN UroGen Pharma Ltd. - Ordinary Shares $7.040.318 4,45% 191.313 $75.387 Turun ×2
CLYM Climb Bio, Inc. - Common Stock $6.794.909 4,29% 521.082 $5.430.327 Naik ×1
ANL Adlai Nortye Ltd. - American Depositary Shares $6.353.762 4,01% 552.501 $3.482.986 Naik ×1
SVRA Savara, Inc. - Common Stock $6.021.154 3,80% 977.460 $-2.638.280 Turun ×1
MPLT MapLight Therapeutics, Inc. - Common Stock $4.495.483 2,84% 125.432 $589.297 Turun ×1
ORIC Oric Pharmaceuticals, Inc. - Common Stock $4.397.814 2,78% 406.077 $2.937.799 Naik ×1
UTHR United Therapeutics Corporation - Common Stock $3.886.005 2,45% 7.172 $810.811 Naik ×1
PCVX Vaxcyte, Inc. - Common Stock $3.882.677 2,45% 66.793 $-2.535.805 Turun ×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 Naik ×1
ZLAB Zai Lab Limited - American Depositary Shares $2.960.447 1,87% 155.813 $-2.227.690 Turun ×1
SION Sionna Therapeutics, Inc. - Common Stock $2.778.232 1,75% 63.156 $-2.875.420 Turun ×2
DRUG Bright Minds Biosciences Inc. - common stock $2.138.011 1,35% 30.456 $1.166.707 Naik ×1
ACRS Aclaris Therapeutics, Inc. - Common Stock $1.363.101 0,86% 257.675 $-11.237 Turun ×1
HELP Cybin Inc. - Common Stock $1.351.243 0,85% 204.424 Naik ×1
KNSA Kiniksa Pharmaceuticals International, plc - Class A Ordinary Shares $1.206.545 0,76% 18.867 Naik ×1
ROIV Roivant Sciences Ltd. - Common Shares $906.798 0,57% 25.623 Naik ×1
TNXP Tonix Pharmaceuticals Holding Corp. - Common Stock $812.148 0,51% 63.648 $-61.527 Naik ×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 Naik ×1
BOLD Boundless Bio, Inc. - Common Stock $138.390 0,09% 55.356 Naik ×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 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
RVMD $9.561.206 51.053 6,04%
ONC $3.497.437 12.273 2,21%
HELP $1.351.243 204.424 0,85%
KNSA $1.206.545 18.867 0,76%
ROIV $906.798 25.623 0,57%
SNSE $354.375 14.175 0,22%
BOLD $138.390 55.356 0,09%
VYNE $39.868 61.269 0,03%

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 posisi disembunyikan (pemeriksaan kelengkapan data)

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.

SekuritasKuartal 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 -11,0%
NVCR 31 Maret 2025 286.970 $8.551.706 1,0%
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
GPCR 31 Maret 2025 216.811 $5.879.914 210,2%
IDYA 31 Maret 2025 227.102 $5.836.521 137,2%
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 -36,2%
JAZZ 31 Des. 2025 40.893 $5.389.697 50,0%
NBIX 30 Sep. 2025 40.608 $5.104.020 10,8%
OCUL 31 Maret 2026 418.080 $5.075.491 34,9%
FOLD 31 Maret 2026 352.896 $5.025.239 Tidak lagi dilacak
PFE 30 Juni 2025 196.164 $4.970.796 16,6%
VRTX 30 Juni 2026 11.010 $4.916.405 8,9%
RARE 30 Sep. 2025 130.422 $4.742.144 -12,2%
BBIO 31 Des. 2025 88.658 $4.604.897 10,7%
IQV 30 Juni 2026 25.668 $4.377.421 27,8%
RVMD 31 Maret 2026 54.879 $4.371.112 124,2%
SMMT 31 Des. 2025 197.253 $4.075.247 -25,8%
BLTE 31 Maret 2026 24.703 $3.951.492 3,5%
IONS 30 Sep. 2025 98.267 $3.882.529 -7,8%
IQV 31 Des. 2025 19.114 $3.630.513 9,6%
REGN 31 Des. 2025 6.401 $3.599.090 8,9%
ARVN 30 Juni 2026 312.620 $3.313.772 15,4%
ORKA 30 Juni 2026 63.591 $3.119.139 15,1%
TVTX 30 Juni 2026 102.754 $3.052.821 14,3%
ZBIO 31 Maret 2026 83.353 $3.026.547 61,9%
NKTR 31 Des. 2025 51.270 $2.917.263 79,6%
QNCX 31 Maret 2026 858.711 $2.876.682 32464,4%
INSM 31 Des. 2025 19.786 $2.849.382 -26,0%
TIL 31 Maret 2025 148.017 $2.825.645 -57,9%
AVTX 31 Maret 2026 153.313 $2.784.164 37,3%
CAPR 31 Maret 2026 96.334 $2.780.199 -74,7%
BCAX 31 Des. 2025 175.902 $2.777.493 55,5%
PVLA 31 Maret 2026 25.469 $2.665.840 20,8%
PTGX 31 Maret 2025 68.892 $2.659.231 226,1%
SMMT 30 Juni 2025 132.019 $2.546.647 -39,1%
INSM 31 Maret 2025 35.966 $2.483.093 68,8%
SWTX 30 Juni 2025 54.216 $2.392.552 Tidak lagi dilacak
SNY 31 Des. 2025 50.407 $2.379.210 -5,2%
CAPR 30 Juni 2025 241.192 $2.288.912 -22,5%
FATE 31 Maret 2025 1.379.556 $2.276.267 236,1%
ASMB 31 Maret 2026 65.273 $2.219.935 18,4%
PFE 30 Juni 2026 74.000 $2.077.920 17,4%
VSTM 30 Juni 2025 336.363 $2.028.269 81,0%
CYTK 30 Sep. 2025 61.103 $2.018.843 39,5%
QURE 31 Des. 2025 33.175 $1.936.425 97,2%
TECX 31 Des. 2025 119.286 $1.871.597 75,2%
DYN 31 Maret 2025 73.150 $1.723.414 152,5%
TYRA 31 Maret 2026 58.677 $1.542.618 -30,7%
KROS 31 Des. 2025 95.083 $1.504.213 -46,7%
SRRK 31 Des. 2025 39.521 $1.471.762 25,4%
TNGX 31 Maret 2025 474.955 $1.467.611 1803,3%
CRNX 30 Juni 2025 43.613 $1.462.780 194,7%
UTHR 30 Sep. 2025 4.874 $1.400.544 27,3%
KURA 31 Maret 2025 157.959 $1.375.823 92,9%
PTGX 31 Des. 2025 20.358 $1.352.382 80,5%
VRDN 31 Maret 2026 43.230 $1.345.318 25,1%
RNA 30 Sep. 2025 47.037 $1.335.851 -69,8%
MDGL 30 Juni 2025 3.815 $1.263.642 76,8%
INCY 31 Maret 2025 18.009 $1.243.882 107,2%
RZLT 31 Maret 2026 513.765 $1.212.485 57,9%
ONC 31 Maret 2025 6.365 $1.175.679 38,4%
TSHA 30 Juni 2026 258.269 $1.154.462 -5,9%
DNTH 31 Maret 2026 26.249 $1.081.721 38,2%
SPRB 31 Maret 2026 12.137 $1.057.254 -18,7%
TSHA 30 Juni 2025 755.599 $1.050.283 177,5%
AARD 31 Maret 2026 69.496 $912.135 88,1%
RAPT 31 Des. 2025 34.449 $888.440 Tidak lagi dilacak
LQDA 30 Sep. 2025 71.071 $885.545 224,7%
PALI 31 Maret 2026 367.103 $862.692 23,4%
VIR 31 Des. 2025 150.312 $858.282 65,0%
CGEM 30 Juni 2026 59.484 $845.268 19,1%
MLTX 30 Sep. 2025 17.623 $831.806 129,3%
OCUL 30 Sep. 2025 88.980 $825.734 -2,2%
FULC 31 Maret 2026 72.060 $814.999 -48,8%
RARE 31 Maret 2026 31.738 $729.974 26,0%
CRBP 31 Des. 2025 57.644 $729.197 26,1%
PTN 30 Juni 2026 35.969 $626.580 -3,6%
RZLT 31 Maret 2025 123.184 $603.602 66,0%
NBP 31 Des. 2025 139.886 $528.769 -50,5%
RCKT 30 Sep. 2025 214.412 $525.309 8,7%
ZURA 31 Maret 2025 186.943 $467.358 363,6%
IVA 31 Maret 2026 100.000 $465.000 -14,7%
WVE 30 Sep. 2025 70.242 $456.573 -25,8%
KYTX 30 Sep. 2025 142.542 $437.604 52,2%
PCVX 30 Juni 2025 11.264 $425.329 91,4%
EYPT 31 Maret 2025 49.375 $367.844 10,0%
AXSM 31 Maret 2025 4.268 $361.115 88,9%
LXEO 31 Maret 2025 52.616 $346.213 53,1%
SDGR 30 Juni 2025 14.114 $278.610 -4,5%
IPSC 30 Juni 2026 119.308 $269.636 -15,7%
SY 30 Sep. 2025 72.936 $226.102 -42,4%
CPIX 30 Juni 2025 50.000 $211.500 130,6%
CLYM 31 Maret 2025 98.160 $176.688 1333,9%
ENTX 31 Maret 2026 17.142 $33.255 173,0%
LSBCF 30 Sep. 2025 30.792 $31.408 Tidak lagi dilacak