Superstring Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Superstring Capital Management LP disclosed 35 US equity positions worth $80.3m in its Q2 2025 13F filing. The largest position was COGT at 8.6% of the reported book, followed by VRNA and NBIX. Against the Q1 2025 filing, it opened 13 new positions, added to 9 and reduced 9 among the top 35 holdings.
What did Superstring Capital Management LP own in Q2 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 8.6% | $6.9m | 962,951 | 24% | added |
| 2 | VRNA VERONA PHARMA PLC | 8.1% | $6.5m | 68,982 | -29% | reduced | |
| 3 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 6.4% | $5.1m | 40,608 | – | new |
| 4 | 430 TERNS PHARMACEUTICALS INC | 6.0% | $4.8m | 1,286,681 | -5% | reduced | |
| 5 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.9% | $4.7m | 130,422 | – | new |
| 6 | ZLAB ZAI LAB LTD | Healthcare | 5.9% | $4.7m | 134,895 | -54% | reduced |
| 7 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 5.8% | $4.7m | 44,107 | – | new |
| 8 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 5.2% | $4.2m | 96,766 | -47% | reduced |
| 9 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 5.1% | $4.1m | 276,474 | 16% | added |
| 10 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 4.8% | $3.9m | 98,267 | – | new |
| 11 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 4.4% | $3.5m | 344,922 | -58% | reduced |
| 12 | SLNOEUR SOLENO THERAPEUTICS INC | 3.5% | $2.8m | 33,691 | 74% | added | |
| 13 | SVRA SAVARA INC | Healthcare | 3.2% | $2.5m | 1,115,379 | 15% | added |
| 14 | ETNBGBP 89BIO INC | 2.6% | $2.1m | 212,377 | 95% | added | |
| 15 | CYTK CYTOKINETICS INC | Healthcare | 2.5% | $2.0m | 61,103 | -16% | reduced |
| 16 | BCAX BICARA THERAPEUTICS INC | 2.2% | $1.8m | 189,699 | – | new | |
| 17 | CABA CABALETTA BIO INC | Healthcare | 2.0% | $1.6m | 1,060,764 | 131% | added |
| 18 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 2.0% | $1.6m | 79,058 | 56% | added |
| 19 | INSM INSMED INC | Healthcare | 1.8% | $1.5m | 14,571 | – | new |
| 20 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.7% | $1.4m | 4,874 | – | new |
| 21 | RNAGBP AVIDITY BIOSCIENCES INC | 1.7% | $1.3m | 47,037 | 111% | added | |
| 22 | URGN UROGEN PHARMA LTD | Healthcare | 1.5% | $1.2m | 87,912 | -79% | reduced |
| 23 | TARA PROTARA THERAPEUTICS INC | 1.4% | $1.1m | 360,000 | 0% | held | |
| 24 | ZBIO ZENAS BIOPHARMA INC | 1.3% | $1.1m | 111,605 | 0% | held | |
| 25 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.1% | $885.5k | 71,071 | – | new |
| 26 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.0% | $831.8k | 17,623 | -45% | reduced |
| 27 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.0% | $825.7k | 88,980 | 110% | added |
| 28 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.7% | $525.3k | 214,412 | – | new |
| 29 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.6% | $456.6k | 70,242 | – | new |
| 30 | BMEA BIOMEA FUSION INC | 0.6% | $450.0k | 250,000 | – | new | |
| 31 | KYTX KYVERNA THERAPEUTICS INC | 0.5% | $437.6k | 142,542 | -25% | reduced | |
| 32 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.3% | $258.7k | 462,963 | 0% | held |
| 33 | SY SO YOUNG INTERNATIONAL INC | 0.3% | $226.1k | 72,936 | – | new | |
| 34 | RAPT RAPT THERAPEUTICS INC | 0.3% | $208.3k | 26,034 | – | new | |
| 35 | LAKESHORE BIOPHARMA CO LTD | 0.0% | $31.4k | 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.