SUPERSTRING CAPITAL MANAGEMENT LP
13F Reported Value
ⓘ$158.4M
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SUPERSTRING CAPITAL MANAGEMENT LP disclosed 32 positions worth $158.4M in its Form 13F-HR for Q2 2026, led by $COGT (Cogent Biosciences, Inc.) at 8.4% of the equity portfolio, followed by $AXSM and $GMAB. During the quarter the fund opened 8 new positions and exited 11 — including a new stake in $RVMD and a full exit from $SMMT. The portfolio is most concentrated in Healthcare (99.8% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$13.3M343,284 sh - 40.8#2,087
Quality
$13.2M53,916 sh - 77.9#59
Quality
$11.8M430,600 sh - 8.4
Quality
$10.7M287,583 sh - —
Quality
$9.8M524,224 sh - —
Quality
$9.6M51,053 sh - —
Quality
$8.9M188,282 sh - 38.2
Quality
$8.7M853,685 sh - —
Quality
$8.0M208,368 sh - —
Quality
$7.0M191,313 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cogent Biosciences, Inc.$COGT | — | $13.3M | 343,284 |
 Axsome Therapeutics, Inc.$AXSM | 40.8#2,087 | $13.2M | 53,916 |
 GENMAB A/S$GMAB | 77.9#59 | $11.8M | 430,600 |
 Celldex Therapeutics, Inc.$CLDX | 8.4 | $10.7M | 287,583 |
 Trevi Therapeutics, Inc.$TRVI | — | $9.8M | 524,224 |
 Revolution Medicines, Inc.$RVMD | — | $9.6M | 51,053 |
 Definium Therapeutics, Inc.$DFTX | — | $8.9M | 188,282 |
 Vir Biotechnology, Inc.$VIR | 38.2 | $8.7M | 853,685 |
 Immunovant, Inc.$IMVT | — | $8.0M | 208,368 |
 UroGen Pharma Ltd.$URGN | — | $7.0M | 191,313 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUPERSTRING CAPITAL MANAGEMENT LP's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Healthcare
$158.0M
Other
$354,375
Full Holdings — SUPERSTRING CAPITAL MANAGEMENT LP (Q2 2026)
All 32 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 | $COGT | Cogent Biosciences, Inc. | $13.3M | 8.4% | +52% | — |
| 2 | $AXSM | Axsome Therapeutics, Inc. | $13.2M | 8.3% | +381% | 40.8 |
| 3 | $GMAB | GENMAB A/S | $11.8M | 7.5% | +119% | 77.9 |
| 4 | $CLDX | Celldex Therapeutics, Inc. | $10.7M | 6.8% | +60% | 8.4 |
| 5 | $TRVI | Trevi Therapeutics, Inc. | $9.8M | 6.2% | +108% | — |
| 6 | $RVMD | Revolution Medicines, Inc. | $9.6M | 6.0% | NEW | — |
| 7 | $DFTX | Definium Therapeutics, Inc. | $8.9M | 5.6% | -46% | — |
| 8 | $VIR | Vir Biotechnology, Inc. | $8.7M | 5.5% | +17% | 38.2 |
| 9 | $IMVT | Immunovant, Inc. | $8.0M | 5.1% | -42% | — |
| 10 | $URGN | UroGen Pharma Ltd. | $7.0M | 4.5% | -51% | — |
| 11 |  $CLYM | Climb Bio, Inc. | $6.8M | 4.3% | +162% | — |
| 12 |  $ANL | Adlai Nortye Group Ltd. | $6.4M | 4.0% | +33% | — |
| 13 |  $SVRA | Savara Inc | $6.0M | 3.8% | -38% | — |
| 14 |  $MPLT | MapLight Therapeutics, Inc. | $4.5M | 2.8% | -35% | — |
| 15 |  $ORIC | Oric Pharmaceuticals, Inc. | $4.4M | 2.8% | +252% | — |
| 16 |  $UTHR | UNITED THERAPEUTICS Corp | $3.9M | 2.5% | +38% | 71.3 |
| 17 |  $PCVX | Vaxcyte, Inc. | $3.9M | 2.5% | -40% | — |
| 18 |  $ONC | BeOne Medicines Ltd. | $3.5M | 2.2% | NEW | — |
| 19 |  $CABA | Cabaletta Bio, Inc. | $3.5M | 2.2% | +20% | — |
| 20 |  $ZLAB | Zai Lab Ltd | $3.0M | 1.9% | -44% | — |
| 21 |  $SION | Sionna Therapeutics, Inc. | $2.8M | 1.8% | -55% | — |
| 22 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $2.1M | 1.4% | +129% | — |
| 23 |  $ACRS | Aclaris Therapeutics, Inc. | $1.4M | 0.9% | -30% | 12 |
| 24 |  $HELP | CYBIN INC. | $1.4M | 0.8% | NEW | — |
| 25 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $1.2M | 0.8% | NEW | — |
| 26 |  $ROIV | Roivant Sciences Ltd. | $906,798 | 0.6% | NEW | — |
| 27 |  $TNXP | Tonix Pharmaceuticals Holding Corp. | $812,148 | 0.5% | +0% | 26.5 |
| 28 |  $TARA | Protara Therapeutics, Inc. | $463,966 | 0.3% | +0% | — |
| 29 | — | FAETH THERAPEUTICS INC - COM NEW | $354,375 | 0.2% | NEW | — |
| 30 |  $BOLD | Boundless Bio, Inc. | $138,390 | 0.1% | NEW | — |
| 31 |  $BMEA | Biomea Fusion, Inc. | $85,306 | 0.1% | +0% | — |
| 32 |  $YARW | Yarrow Bioscience, Inc. | $39,868 | 0.0% | NEW | — |
New Positions (8)
Exited Positions (11)
$SMMT Summit Therapeutics Inc.
$VRTX VERTEX PHARMACEUTICALS INC / MA
$IQV IQVIA HOLDINGS INC.
$ARVN ARVINAS, INC.
$ORKA Oruka Therapeutics, Inc.
$TVTX Travere Therapeutics, Inc.
$PFE PFIZER INC
$TSHA Taysha Gene Therapies, Inc.
$CGEM Cullinan Therapeutics, Inc.
$PTN PALATIN TECHNOLOGIES INC
$IPSC Century Therapeutics, Inc.Browse Top Institutional Investors
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