Superstring Capital Management LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1931118) · Explore on the interactive board
Superstring Capital Management LP disclosed 32 US equity positions worth $158.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is COGT at 8.4% of the reported book, followed by AXSM, GMAB. The top ten holdings are 63.8% of the book, and the portfolio behaves like about 19 equal-weight positions. Versus the prior filing it opened 8 new positions, added to 12, reduced 9 and exited 11. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Superstring Capital Management LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 8 new, 12 added, 9 reduced, 11 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 8.4% | $13.3m | 343,284 | 52% | added |
| 2 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 8.3% | $13.2m | 53,916 | 381% | added |
| 3 | GMAB GENMAB A/S | Healthcare | 7.5% | $11.8m | 430,600 | 119% | added |
| 4 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 6.8% | $10.7m | 287,583 | 60% | added |
| 5 | TRVI TREVI THERAPEUTICS INC | Healthcare | 6.2% | $9.8m | 524,224 | 108% | added |
| 6 | RVMD REVOLUTION MEDICINES INC | Healthcare | 6.0% | $9.6m | 51,053 | – | new |
| 7 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 5.6% | $8.9m | 188,282 | -46% | reduced |
| 8 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 5.5% | $8.7m | 853,685 | 17% | added |
| 9 | IMVT IMMUNOVANT INC | Healthcare | 5.1% | $8.0m | 208,368 | -42% | reduced |
| 10 | URGN UROGEN PHARMA LTD | Healthcare | 4.4% | $7.0m | 191,313 | -51% | reduced |
| 11 | CLYM CLIMB BIO INC | Healthcare | 4.3% | $6.8m | 521,082 | 162% | added |
| 12 | ANL ADLAI NORTYE LTD | 4.0% | $6.4m | 552,501 | 33% | added | |
| 13 | SVRA SAVARA INC | Healthcare | 3.8% | $6.0m | 977,460 | -38% | reduced |
| 14 | MPLT MAPLIGHT THERAPEUTICS INC | 2.8% | $4.5m | 125,432 | -35% | reduced | |
| 15 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 2.8% | $4.4m | 406,077 | 252% | added |
| 16 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $3.9m | 7,172 | 38% | added |
| 17 | PCVX VAXCYTE INC | Healthcare | 2.5% | $3.9m | 66,793 | -40% | reduced |
| 18 | ONC BEONE MEDICINES LTD | Healthcare | 2.2% | $3.5m | 12,273 | – | new |
| 19 | CABA CABALETTA BIO INC | Healthcare | 2.2% | $3.5m | 1,278,652 | 20% | added |
| 20 | ZLAB ZAI LAB LTD | Healthcare | 1.9% | $3.0m | 155,813 | -44% | reduced |
| 21 | SION SIONNA THERAPEUTICS INC | Healthcare | 1.8% | $2.8m | 63,156 | -55% | reduced |
| 22 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.3% | $2.1m | 30,456 | 129% | added |
| 23 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.9% | $1.4m | 257,675 | -30% | reduced |
| 24 | HELP CYBIN INC | 0.9% | $1.4m | 204,424 | – | new | |
| 25 | KINIKSA PHARMACEUTICALS INTL | 0.8% | $1.2m | 18,867 | – | new | |
| 26 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.6% | $906.8k | 25,623 | – | new |
| 27 | TNXP TONIX PHARMACEUTICALS HLDG C | 0.5% | $812.1k | 63,648 | 0% | held | |
| 28 | TARA PROTARA THERAPEUTICS INC | 0.3% | $464.0k | 121,457 | 0% | held | |
| 29 | FTH FAETH THERAPEUTICS INC | 0.2% | $354.4k | 14,175 | – | new | |
| 30 | BOLD BOUNDLESS BIO INC | 0.1% | $138.4k | 55,356 | – | new | |
| 31 | BMEA BIOMEA FUSION INC | 0.1% | $85.3k | 250,000 | 0% | held | |
| 32 | MNLOUSD VYNE THERAPEUTICS INC | 0.0% | $39.9k | 61,269 | – | new |
What did Superstring Capital Management LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| SMMT SUMMIT THERAPEUTICS INC | 41.6% | $16.9m |
| VRTX VERTEX PHARMACEUTICALS INC | 12.1% | $4.9m |
| IQV IQVIA HLDGS INC | 10.8% | $4.4m |
| ARVN ARVINAS INC | 8.1% | $3.3m |
| ORKA ORUKA THERAPEUTICS INC | 7.7% | $3.1m |
| TVTX TRAVERE THERAPEUTICS INC | 7.5% | $3.1m |
| PFE PFIZER INC | 5.1% | $2.1m |
| TSHA TAYSHA GENE THERAPIES INC | 2.8% | $1.2m |
| CGEM CULLINAN THERAPEUTICS INC | 2.1% | $845.3k |
| PTN PALATIN TECHNOLOGIES INC | 1.5% | $626.6k |
| IPSC CENTURY THERAPEUTICS INC | 0.7% | $269.6k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 90.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Superstring Capital Management LP's portfolio?
Across every quarter Superstring Capital Management LP has filed, its median largest position is 10.2% of the book and its median top-ten weight is 60.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 11.0 completed holding spells, the median lasted 1.0 quarters; 32.0 positions are still open and their final length is unknown.