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Superstring Capital Management Lp Top Holdings and 13F Report (2026)

About Superstring Capital Management Lp

Investment Activity

  • Superstring Capital Management Lp has $158.38 million in total holdings as of June 30, 2026.
  • Superstring Capital Management Lp owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 38.28% of the portfolio was purchased this quarter.
  • About 48.16% of the portfolio was sold this quarter.
  • This quarter, Superstring Capital Management Lp has purchased 35 new stocks and bought additional shares in 13 stocks.
  • Superstring Capital Management Lp sold shares of 9 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Cogent Biosciences
$13,285,091
Genmab A/S
$11,828,582

Largest New Holdings this Quarter

76155X100 - Revolution Medicines
$9,561,206 Holding
07725L102 - BEONE MEDICINES LTD
$3,497,437 Holding
23256X407 - CYBIN INC
$1,351,243 Holding
G52694109 - KINIKSA PHARMACEUTICALS INTL
$1,206,545 Holding
G76279101 - Roivant Sciences
$906,798 Holding

Largest Purchases this Quarter

Axsome Therapeutics
42,699 shares (about $10.45M)
Revolution Medicines
51,053 shares (about $9.56M)
Genmab A/S
233,891 shares (about $6.42M)
Trevi Therapeutics
272,658 shares (about $5.09M)
Cogent Biosciences
118,126 shares (about $4.57M)

Largest Sales this Quarter

DEFINIUM THERAPEUTICS INC
163,179 shares (about $7.68M)
Urogen Pharma
196,058 shares (about $7.21M)
Immunovant
149,238 shares (about $5.75M)
Savara
608,517 shares (about $3.75M)
SIONNA THERAPEUTICS INC
77,868 shares (about $3.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSuperstring Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$13,285,091$4,571,476 â–²52.5%343,2848.4%Healthcare
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$13,197,019$10,451,434 â–²380.7%53,9168.3%Healthcare
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$11,828,582$6,424,986 â–²118.9%430,6007.5%Healthcare
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$10,700,963$4,001,377 â–²59.7%287,5836.8%Healthcare
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$9,776,778$5,085,072 â–²108.4%524,2246.2%Healthcare
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$9,561,206$9,561,206 â–²New Holding51,0536.0%Healthcare
DEFINIUM THERAPEUTICS INC
$8,856,785$7,675,940 â–¼-46.4%188,2825.6%COM SHS
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$8,699,050$1,254,766 â–²16.9%853,6855.5%Healthcare
Immunovant, Inc. stock logo
IMVT
Immunovant
$8,028,419$5,750,140 â–¼-41.7%208,3685.1%Healthcare
Urogen Pharma stock logo
URGN
Urogen Pharma
$7,040,318$7,214,934 â–¼-50.6%191,3134.4%Healthcare
Eliem Therapeutics, Inc. stock logo
ELYM
Eliem Therapeutics
$6,794,909$4,197,224 â–²161.6%521,0824.3%Healthcare
ADLAI NORTYE LTD
$6,353,762$1,582,964 â–²33.2%552,5014.0%SPONSORED ADS
Savara Inc. stock logo
SVRA
Savara
$6,021,154$3,748,465 â–¼-38.4%977,4603.8%Healthcare
MAPLIGHT THERAPEUTICS INC
$4,495,483$2,390,779 â–¼-34.7%125,4322.8%COM
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$4,397,814$3,149,830 â–²252.4%406,0772.8%Healthcare
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$3,886,005$1,076,074 â–²38.3%7,1722.5%Healthcare
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$3,882,677$2,538,014 â–¼-39.5%66,7932.5%Healthcare
BEONE MEDICINES LTD
$3,497,437$3,497,437 â–²New Holding12,2732.2%SPONSORED ADS
Cabaletta Bio, Inc. stock logo
CABA
Cabaletta Bio
$3,478,020$577,778 â–²19.9%1,278,6522.2%Healthcare
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$2,960,447$2,280,095 â–¼-43.5%155,8131.9%Healthcare
SIONNA THERAPEUTICS INC
$2,778,232$3,425,413 â–¼-55.2%63,1561.8%COM
BRIGHT MINDS BIOSCIENCES INC
$2,138,011$1,203,579 â–²128.8%30,4561.3%COM NEW
Aclaris Therapeutics, Inc. stock logo
ACRS
Aclaris Therapeutics
$1,363,101$575,631 â–¼-29.7%257,6750.9%Healthcare
CYBIN INC
$1,351,243$1,351,243 â–²New Holding204,4240.9%COM NEW
KINIKSA PHARMACEUTICALS INTL
$1,206,545$1,206,545 â–²New Holding18,8670.8%ORD SHS CL A
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$906,798$906,798 â–²New Holding25,6230.6%Healthcare
TONIX PHARMACEUTICALS HLDG C
$812,148$1,378 â–²0.2%63,6480.5%COM NEW
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$463,9660.0%121,4570.3%Healthcare
FAETH THERAPEUTICS INC
$354,375$354,375 â–²New Holding14,1750.2%COM NEW
BOUNDLESS BIO INC
$138,390$138,390 â–²New Holding55,3560.1%COM
Biomea Fusion, Inc. stock logo
BMEA
Biomea Fusion
$85,3060.0%250,0000.1%Healthcare
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$39,868$39,868 â–²New Holding61,2690.0%Healthcare
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$0$16,928,872 â–¼-100.0%00.0%Healthcare
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$0$4,916,405 â–¼-100.0%00.0%Healthcare
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$0$4,377,421 â–¼-100.0%00.0%Healthcare
Arvinas, Inc. stock logo
ARVN
Arvinas
$0$3,313,772 â–¼-100.0%00.0%Healthcare
ORUKA THERAPEUTICS INC
$0$3,119,139 â–¼-100.0%00.0%COM
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$0$3,052,821 â–¼-100.0%00.0%Healthcare
Pfizer Inc. stock logo
PFE
Pfizer
$0$2,077,920 â–¼-100.0%00.0%Healthcare
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$0$1,154,462 â–¼-100.0%00.0%Healthcare
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$0$845,268 â–¼-100.0%00.0%Healthcare
PALATIN TECHNOLOGIES INC
$0$626,580 â–¼-100.0%00.0%COM NEW
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$0$269,636 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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