Superstring Capital Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Superstring Capital Management LP disclosed 38 US equity positions worth $113.9m in its Q4 2024 13F filing. The largest position was ORIC at 11.2% of the reported book, followed by 430 and ZLAB. Against the Q3 2024 filing, it opened 20 new positions, added to 9 and reduced 8 among the top 38 holdings.
What did Superstring Capital Management LP own in Q4 2024? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 11.2% | $12.8m | 1,580,745 | 66% | added |
| 2 | 430 TERNS PHARMACEUTICALS INC | 9.8% | $11.2m | 2,020,562 | 50% | added | |
| 3 | ZLAB ZAI LAB LTD | Healthcare | 9.3% | $10.6m | 403,630 | -36% | reduced |
| 4 | NVCR NOVOCURE LTD | Healthcare | 7.5% | $8.6m | 286,970 | -27% | reduced |
| 5 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 6.3% | $7.2m | 262,141 | 16% | added |
| 6 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.2% | $7.1m | 910,865 | – | new |
| 7 | CYTK CYTOKINETICS INC | Healthcare | 5.3% | $6.1m | 129,389 | -40% | reduced |
| 8 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 5.2% | $5.9m | 216,811 | -5% | reduced |
| 9 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 5.1% | $5.8m | 227,102 | – | new |
| 10 | URGN UROGEN PHARMA LTD | Healthcare | 2.8% | $3.2m | 301,206 | – | new |
| 11 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 2.6% | $2.9m | 164,564 | – | new |
| 12 | TIL INSTIL BIO INC | 2.5% | $2.8m | 148,017 | 38% | added | |
| 13 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.3% | $2.7m | 68,892 | – | new |
| 14 | INSM INSMED INC | Healthcare | 2.2% | $2.5m | 35,966 | – | new |
| 15 | FATE FATE THERAPEUTICS INC | Healthcare | 2.0% | $2.3m | 1,379,556 | -6% | reduced |
| 16 | LEGN LEGEND BIOTECH CORP | Healthcare | 2.0% | $2.3m | 69,594 | 15% | added |
| 17 | TARA PROTARA THERAPEUTICS INC | 1.7% | $1.9m | 360,000 | – | new | |
| 18 | CABA CABALETTA BIO INC | Healthcare | 1.6% | $1.9m | 822,293 | 524% | added |
| 19 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.5% | $1.7m | 73,150 | – | new |
| 20 | SVRA SAVARA INC | Healthcare | 1.4% | $1.6m | 508,338 | 154% | added |
| 21 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.3% | $1.5m | 474,955 | -21% | reduced |
| 22 | KURA KURA ONCOLOGY INC | Healthcare | 1.2% | $1.4m | 157,959 | – | new |
| 23 | INCY INCYTE CORP | Healthcare | 1.1% | $1.2m | 18,009 | – | new |
| 24 | ONC BEIGENE LTD | Healthcare | 1.0% | $1.2m | 6,365 | – | new |
| 25 | VSTM VERASTEM INC | Healthcare | 1.0% | $1.1m | 209,889 | – | new |
| 26 | ETNBGBP 89BIO INC | 0.9% | $1.0m | 132,982 | -78% | reduced | |
| 27 | ZBIO ZENAS BIOPHARMA INC | 0.8% | $914.0k | 111,605 | 0% | held | |
| 28 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 0.7% | $762.2k | 55,229 | -84% | reduced |
| 29 | KYTX KYVERNA THERAPEUTICS INC | 0.6% | $681.3k | 182,177 | – | new | |
| 30 | RZLT REZOLUTE INC | 0.5% | $603.6k | 123,184 | – | new | |
| 31 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.4% | $467.6k | 462,963 | – | new |
| 32 | ZURA ZURA BIO LTD | Healthcare | 0.4% | $467.4k | 186,943 | 19% | added |
| 33 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 0.3% | $367.8k | 49,375 | – | new |
| 34 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 0.3% | $361.1k | 4,268 | – | new |
| 35 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.3% | $348.4k | 1,129 | – | new |
| 36 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.3% | $346.2k | 52,616 | – | new |
| 37 | CLYM CLIMB BIO INC | 0.2% | $176.7k | 98,160 | 190% | added | |
| 38 | LAKESHORE BIOPHARMA CO LTD | 0.1% | $106.2k | 30,792 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.