Superstring Capital Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Superstring Capital Management LP disclosed 33 US equity positions worth $83.8m in its Q1 2025 13F filing. The largest position was ZLAB at 12.7% of the reported book, followed by BBIO and VRNA. Against the Q4 2024 filing, it opened 13 new positions, added to 7 and reduced 9 among the top 33 holdings.
What did Superstring Capital Management LP own in Q1 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ZLAB ZAI LAB LTD | Healthcare | 12.7% | $10.7m | 294,947 | -27% | reduced |
| 2 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 7.6% | $6.4m | 183,922 | -30% | reduced |
| 3 | VRNA VERONA PHARMA PLC | 7.3% | $6.1m | 96,821 | – | new | |
| 4 | LEGN LEGEND BIOTECH CORP | Healthcare | 6.5% | $5.4m | 160,442 | 131% | added |
| 5 | PFE PFIZER INC | Healthcare | 5.9% | $5.0m | 196,164 | – | new |
| 6 | URGN UROGEN PHARMA LTD | Healthcare | 5.6% | $4.7m | 423,632 | 41% | added |
| 7 | COGT COGENT BIOSCIENCES INC | Healthcare | 5.5% | $4.6m | 774,721 | -15% | reduced |
| 8 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 5.5% | $4.6m | 819,194 | -48% | reduced |
| 9 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 5.1% | $4.3m | 237,487 | – | new |
| 10 | 430 TERNS PHARMACEUTICALS INC | 4.5% | $3.7m | 1,357,153 | -33% | reduced | |
| 11 | CYTK CYTOKINETICS INC | Healthcare | 3.5% | $2.9m | 72,992 | -44% | reduced |
| 12 | SVRA SAVARA INC | Healthcare | 3.2% | $2.7m | 966,203 | 90% | added |
| 13 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 3.0% | $2.5m | 132,019 | -20% | reduced |
| 14 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 2.9% | $2.4m | 54,216 | – | new | |
| 15 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.7% | $2.3m | 241,192 | 337% | added |
| 16 | VSTM VERASTEM INC | Healthcare | 2.4% | $2.0m | 336,363 | 60% | added |
| 17 | TARA PROTARA THERAPEUTICS INC | 1.8% | $1.5m | 360,000 | 0% | held | |
| 18 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 1.7% | $1.5m | 43,613 | – | new | |
| 19 | SLNOEUR SOLENO THERAPEUTICS INC | 1.6% | $1.4m | 19,332 | – | new | |
| 20 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 1.5% | $1.3m | 3,815 | 238% | added |
| 21 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.5% | $1.3m | 32,145 | – | new |
| 22 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.3% | $1.1m | 755,599 | – | new |
| 23 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.1% | $898.7k | 50,746 | – | new |
| 24 | ZBIO ZENAS BIOPHARMA INC | 1.1% | $881.7k | 111,605 | 0% | held | |
| 25 | ETNBGBP 89BIO INC | 0.9% | $793.6k | 109,156 | -18% | reduced | |
| 26 | RNAGBP AVIDITY BIOSCIENCES INC | 0.8% | $657.4k | 22,271 | – | new | |
| 27 | CABA CABALETTA BIO INC | Healthcare | 0.8% | $635.7k | 458,972 | -44% | reduced |
| 28 | PCVX VAXCYTE INC | Healthcare | 0.5% | $425.3k | 11,264 | – | new |
| 29 | KYTX KYVERNA THERAPEUTICS INC | 0.4% | $369.2k | 191,287 | 5% | added | |
| 30 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.4% | $310.0k | 42,297 | – | new |
| 31 | SDGR SCHRODINGER INC | Healthcare | 0.3% | $278.6k | 14,114 | – | new |
| 32 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.3% | $220.4k | 462,963 | 0% | held |
| 33 | LAKESHORE BIOPHARMA CO LTD | 0.1% | $74.5k | 30,792 | 0% | held |
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.