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SUPERSTRING CAPITAL MANAGEMENT LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1931118
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare99.8%$158.0M
  • Other0.2%$354,375

AUM History

13fpro.ai/research/fund/superstring-capital-management-lp-1931118

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/superstring-capital-management-lp-1931118

SUPERSTRING CAPITAL MANAGEMENT LP 13F holdings — Q2 2026

$158.4M portfolio (+13.2% QoQ) · 32 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio

All holdings — SUPERSTRING CAPITAL MANAGEMENT LP (Q2 2026)

32 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
CLYM$CLYMClimb Bio, Inc.$6.8M+162%
ANL$ANLAdlai Nortye Group Ltd.adr$6.4M+33%
SVRA$SVRASavara Inc$6.0M-38%
MPLT$MPLTMapLight Therapeutics, Inc.$4.5M-35%
ORIC$ORICOric Pharmaceuticals, Inc.$4.4M+252%
UTHR$UTHRUNITED THERAPEUTICS Corp$3.9M+38%
PCVX$PCVXVaxcyte, Inc.$3.9M-40%
ONC$ONCBeOne Medicines Ltd.adr$3.5MNew
CABA$CABACabaletta Bio, Inc.$3.5M+20%
ZLAB$ZLABZai Lab Ltdadr$3.0M-44%
SION$SIONSionna Therapeutics, Inc.$2.8M-55%
DRUG$DRUGBRIGHT MINDS BIOSCIENCES INC.$2.1M+129%
ACRS$ACRSAclaris Therapeutics, Inc.$1.4M-30%
HELP$HELPHelus Pharma Inc.$1.4MNew
KNSA$KNSAKiniksa Pharmaceuticals International, plc$1.2MNew

What changed in Q2 2026

Against the previous quarter's 13F: 8 new, 13 added to, 9 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

  • RVMD$RVMDRevolution Medicines, Inc.$9.6M

    first bought this quarter

  • ONC$ONCBeOne Medicines Ltd.$3.5M

    first bought this quarter

  • HELP$HELPHelus Pharma Inc.$1.4M

    first bought this quarter

  • KNSA$KNSAKiniksa Pharmaceuticals International, plc$1.2M

    first bought this quarter

  • ROIV$ROIVRoivant Sciences Ltd.$907K

    first bought this quarter

  • FAETH THERAPEUTICS INC - COM NEW$354K

    first bought this quarter

+2 more in the Excel export

Added to (13)

  • AXSM$AXSMAxsome Therapeutics, Inc.+381%

    now $13.2M · held 3 qtrs

  • GMAB$GMABGENMAB A/S+119%

    now $11.8M · held 3 qtrs, 3 adds in a row

  • TRVI$TRVITrevi Therapeutics, Inc.+108%

    now $9.8M · held 3 qtrs, 3 adds in a row

  • COGT$COGTCogent Biosciences, Inc.+52%

    now $13.3M · held 7 qtrs

  • CLYM$CLYMClimb Bio, Inc.+162%

    now $6.8M · held 2 qtrs, 2 adds in a row

  • CLDX$CLDXCelldex Therapeutics, Inc.+60%

    now $10.7M · held 3 qtrs, 3 adds in a row

+7 more in the Excel export

Trimmed (9)

  • DFTX$DFTXDefinium Therapeutics, Inc.-46%

    now $8.9M · held 2 qtrs

  • URGN$URGNUroGen Pharma Ltd.-51%

    now $7.0M · held 7 qtrs, 2 trims in a row

  • IMVT$IMVTImmunovant, Inc.-42%

    now $8.0M · held 4 qtrs

  • SVRA$SVRASavara Inc-38%

    now $6.0M · held 10+ qtrs

  • SION$SIONSionna Therapeutics, Inc.-55%

    now $2.8M · held 3 qtrs, 2 trims in a row

  • PCVX$PCVXVaxcyte, Inc.-40%

    now $3.9M · held 2 qtrs

+3 more in the Excel export

Sold out (11)

  • SMMT$SMMTSummit Therapeutics Inc.was $16.9M

    held 1 qtr

  • VRTX$VRTXVERTEX PHARMACEUTICALS INC / MAwas $4.9M

    held 1 qtr

  • IQV$IQVIQVIA HOLDINGS INC.was $4.4M

    held 1 qtr

  • ARVN$ARVNARVINAS, INC.was $3.3M

    held 1 qtr

  • ORKA$ORKAOruka Therapeutics, Inc.was $3.1M

    held 1 qtr

  • TVTX$TVTXTravere Therapeutics, Inc.was $3.1M

+5 more in the Excel export

Firm AUM (Form ADV): $339.5M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F SUPERSTRING CAPITAL MANAGEMENT LP has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of SUPERSTRING CAPITAL MANAGEMENT's top 20 holdings: 34/100 (our AI quality score, weighted by position size; 5 of the 20 are scored)

Top 10 since filing

-11.7%

Value-weighted move of the 10 largest stock positions

Turnover

41%

Last quarter; 195% over the last 4

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

30%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 7 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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.

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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 an AI quality ranking built from its SEC filings (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.