SUPERSTRING CAPITAL MANAGEMENT LP
13F Reported Value
ⓘ$140.0M
Holdings
35
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SUPERSTRING CAPITAL MANAGEMENT LP disclosed 35 positions worth $140.0M in its Form 13F-HR for Q1 2026, led by $SMMT (Summit Therapeutics Inc.) at 12.1% of the equity portfolio, followed by $IMVT and $COGT. During the quarter the fund opened 15 new positions and exited 25 — including a new stake in $SMMT. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from SUPERSTRING CAPITAL MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 1931118.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$16.9M892,873 sh - —
Quality
$8.9M357,606 sh - —
Quality
$8.7M225,158 sh - —
Quality
$8.7M1,585,977 sh - —
Quality
$7.0M387,371 sh - —
Quality
$6.6M351,461 sh - 5.6
Quality
$6.5M730,548 sh - —
Quality
$6.4M110,454 sh - 13.2
Quality
$5.7M180,048 sh - —
Quality
$5.7M141,024 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Summit Therapeutics Inc.$SMMT | — | $16.9M | 892,873 |
 Immunovant, Inc.$IMVT | — | $8.9M | 357,606 |
 Cogent Biosciences, Inc.$COGT | — | $8.7M | 225,158 |
 Savara Inc$SVRA | — | $8.7M | 1,585,977 |
 UroGen Pharma Ltd.$URGN | — | $7.0M | 387,371 |
 Definium Therapeutics, Inc.$DFTX | — | $6.6M | 351,461 |
 Vir Biotechnology, Inc.$VIR | 5.6 | $6.5M | 730,548 |
 Vaxcyte, Inc.$PCVX | — | $6.4M | 110,454 |
 Celldex Therapeutics, Inc.$CLDX | 13.2 | $5.7M | 180,048 |
 Sionna Therapeutics, Inc.$SION | — | $5.7M | 141,024 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUPERSTRING CAPITAL MANAGEMENT LP's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Healthcare
$140.0M
Full Holdings — SUPERSTRING CAPITAL MANAGEMENT LP (Q1 2026)
All 35 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SMMT | Summit Therapeutics Inc. | $16.9M | 12.1% | NEW | — |
| 2 | $IMVT | Immunovant, Inc. | $8.9M | 6.3% | +24% | — |
| 3 | $COGT | Cogent Biosciences, Inc. | $8.7M | 6.2% | -39% | — |
| 4 | $SVRA | Savara Inc | $8.7M | 6.2% | +59% | — |
| 5 | $URGN | UroGen Pharma Ltd. | $7.0M | 5.0% | -46% | — |
| 6 | $DFTX | Definium Therapeutics, Inc. | $6.6M | 4.8% | NEW | — |
| 7 | $VIR | Vir Biotechnology, Inc. | $6.5M | 4.7% | NEW | 5.6 |
| 8 | $PCVX | Vaxcyte, Inc. | $6.4M | 4.6% | NEW | — |
| 9 | $CLDX | Celldex Therapeutics, Inc. | $5.7M | 4.1% | +104% | 13.2 |
| 10 | $SION | Sionna Therapeutics, Inc. | $5.7M | 4.0% | -22% | — |
| 11 |  $GMAB | GENMAB A/S | $5.3M | 3.8% | +575% | — |
| 12 |  $ZLAB | Zai Lab Ltd | $5.2M | 3.7% | +40% | — |
| 13 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.9M | 3.5% | NEW | 76.6 |
| 14 |  $IQV | IQVIA HOLDINGS INC. | $4.4M | 3.1% | NEW | 59.7 |
| 15 |  $MPLT | MapLight Therapeutics, Inc. | $3.9M | 2.8% | NEW | — |
| 16 |  $ARVN | ARVINAS, INC. | $3.3M | 2.4% | NEW | 13.9 |
| 17 |  $ORKA | Oruka Therapeutics, Inc. | $3.1M | 2.2% | NEW | — |
| 18 |  $UTHR | UNITED THERAPEUTICS Corp | $3.1M | 2.2% | -45% | 80.1 |
| 19 |  $TVTX | Travere Therapeutics, Inc. | $3.1M | 2.2% | +170% | 39.2 |
| 20 |  $TRVI | Trevi Therapeutics, Inc. | $3.0M | 2.1% | +70% | — |
| 21 |  $ANL | Adlai Nortye Ltd. | $2.9M | 2.0% | NEW | — |
| 22 |  $CABA | Cabaletta Bio, Inc. | $2.9M | 2.0% | -53% | — |
| 23 |  $PFE | PFIZER INC | $2.1M | 1.5% | NEW | 69 |
| 24 |  $AXSM | Axsome Therapeutics, Inc. | $1.9M | 1.4% | -70% | 36.6 |
| 25 |  $ORIC | Oric Pharmaceuticals, Inc. | $1.5M | 1.0% | -55% | — |
| 26 |  $ACRS | Aclaris Therapeutics, Inc. | $1.4M | 1.0% | NEW | 9.2 |
| 27 |  $CLYM | Climb Bio, Inc. | $1.4M | 1.0% | NEW | — |
| 28 |  $TSHA | Taysha Gene Therapies, Inc. | $1.2M | 0.8% | -74% | 4.1 |
| 29 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $971,304 | 0.7% | -72% | — |
| 30 |  $TNXP | Tonix Pharmaceuticals Holding Corp. | $873,675 | 0.6% | NEW | 27.9 |
| 31 |  $CGEM | Cullinan Therapeutics, Inc. | $845,268 | 0.6% | NEW | — |
| 32 |  $TARA | Protara Therapeutics, Inc. | $632,791 | 0.5% | -66% | — |
| 33 |  $PTN | PALATIN TECHNOLOGIES INC | $626,580 | 0.5% | +6% | — |
| 34 |  $BMEA | Biomea Fusion, Inc. | $382,500 | 0.3% | +0% | — |
| 35 |  $IPSC | Century Therapeutics, Inc. | $269,636 | 0.2% | -74% | 43.5 |
New Positions (15)
$SMMT Summit Therapeutics Inc.$16.9M$DFTX Definium Therapeutics, Inc.$6.6M$VIR Vir Biotechnology, Inc.$6.5M$PCVX Vaxcyte, Inc.$6.4M$VRTX VERTEX PHARMACEUTICALS INC / MA$4.9M$IQV IQVIA HOLDINGS INC.$4.4M$MPLT MapLight Therapeutics, Inc.$3.9M$ARVN ARVINAS, INC.$3.3M$ORKA Oruka Therapeutics, Inc.$3.1M$ANL Adlai Nortye Ltd.$2.9M$PFE PFIZER INC$2.1M$ACRS Aclaris Therapeutics, Inc.$1.4M$CLYM Climb Bio, Inc.$1.4M$TNXP Tonix Pharmaceuticals Holding Corp.$873,675$CGEM Cullinan Therapeutics, Inc.$845,268Exited Positions (25)
$TERN Terns Pharmaceuticals, Inc.
$DVAX DYNAVAX TECHNOLOGIES CORP
$OCUL OCULAR THERAPEUTIX, INC
$FOLD AMICUS THERAPEUTICS, INC.
$RVMD Revolution Medicines, Inc.
$BLTE BELITE BIO, INC
$ZBIO Zenas BioPharma, Inc.
$QNCX Quince Therapeutics, Inc.
$AVTX Avalo Therapeutics, Inc.
$CAPR CAPRICOR THERAPEUTICS, INC.
$PVLA PALVELLA THERAPEUTICS, INC.
$ASMB ASSEMBLY BIOSCIENCES, INC.
$TYRA Tyra Biosciences, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: SUPERSTRING CAPITAL MANAGEMENT LP
13F Pro is an AI hedge fund tracker and stock research platform. For SUPERSTRING CAPITAL MANAGEMENT LP (SEC CIK: 1931118), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SUPERSTRING CAPITAL MANAGEMENT LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.