Superstring Capital Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Superstring Capital Management LP disclosed 45 US equity positions worth $186.8m in its Q4 2025 13F filing. The largest position was CDTX at 10.1% of the reported book, followed by 430 and URGN. Against the Q3 2025 filing, it opened 29 new positions, added to 5 and reduced 8 among the top 45 holdings.
What did Superstring Capital Management LP own in Q4 2025? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CDTX CIDARA THERAPEUTICS INC | 10.1% | $18.8m | 85,098 | 24% | added | |
| 2 | 430 TERNS PHARMACEUTICALS INC | 9.6% | $17.9m | 443,777 | -44% | reduced | |
| 3 | URGN UROGEN PHARMA LTD | Healthcare | 9.0% | $16.8m | 718,354 | 717% | added |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 7.0% | $13.0m | 366,238 | 1% | added |
| 5 | DVAX DYNAVAX TECHNOLOGIES CORP | 4.3% | $8.1m | 525,592 | – | new | |
| 6 | SION SIONNA THERAPEUTICS INC | 4.0% | $7.4m | 180,593 | – | new | |
| 7 | IMVT IMMUNOVANT INC | Healthcare | 3.9% | $7.3m | 288,677 | -15% | reduced |
| 8 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 3.7% | $6.8m | 37,433 | – | new |
| 9 | SVRA SAVARA INC | Healthcare | 3.2% | $6.0m | 995,353 | -24% | reduced |
| 10 | BRD1EUR MIND MEDICINE MINDMED INC | 3.0% | $5.7m | 425,202 | – | new | |
| 11 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 2.9% | $5.4m | 980,768 | – | new |
| 12 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 2.7% | $5.1m | 418,080 | – | new |
| 13 | AM6 AMICUS THERAPEUTICS INC | 2.7% | $5.0m | 352,896 | – | new | |
| 14 | CABA CABALETTA BIO INC | Healthcare | 2.6% | $4.9m | 2,253,550 | 46% | added |
| 15 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $4.6m | 9,451 | – | new |
| 16 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.3% | $4.4m | 54,879 | – | new |
| 17 | BLTE BELITE BIO INC | Healthcare | 2.1% | $4.0m | 24,703 | – | new |
| 18 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 2.0% | $3.7m | 47,278 | -12% | reduced |
| 19 | ZLAB ZAI LAB LTD | Healthcare | 1.9% | $3.5m | 196,853 | -2% | reduced |
| 20 | ZBIO ZENAS BIOPHARMA INC | 1.6% | $3.0m | 83,353 | -14% | reduced | |
| 21 | QNCX QUINCE THERAPEUTICS INC | 1.5% | $2.9m | 858,711 | – | new | |
| 22 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.5% | $2.8m | 153,313 | -18% | reduced |
| 23 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 1.5% | $2.8m | 96,334 | – | new |
| 24 | PVLA PALVELLA THERAPEUTICS INC NE | 1.4% | $2.7m | 25,469 | – | new | |
| 25 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.3% | $2.4m | 88,308 | – | new |
| 26 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 1.2% | $2.2m | 65,273 | – | new |
| 27 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.1% | $2.1m | 255,370 | 186% | added |
| 28 | TARA PROTARA THERAPEUTICS INC | 1.0% | $1.9m | 360,000 | 0% | held | |
| 29 | TRVI TREVI THERAPEUTICS INC | Healthcare | 1.0% | $1.9m | 148,292 | – | new |
| 30 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.8% | $1.5m | 58,677 | – | new |
| 31 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.8% | $1.5m | 38,022 | -29% | reduced |
| 32 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.7% | $1.3m | 43,230 | – | new |
| 33 | RZLT REZOLUTE INC | 0.6% | $1.2m | 513,765 | – | new | |
| 34 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 0.6% | $1.1m | 26,249 | – | new |
| 35 | SPRB SPRUCE BIOSCIENCES INC | 0.6% | $1.1m | 12,137 | – | new | |
| 36 | AARD AARDVARK THERAPEUTICS INC | 0.5% | $912.1k | 69,496 | – | new | |
| 37 | GMAB GENMAB A/S | Healthcare | 0.5% | $898.2k | 29,162 | – | new |
| 38 | PALI PALISADE BIO INC | Healthcare | 0.5% | $862.7k | 367,103 | – | new |
| 39 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 0.4% | $815.0k | 72,060 | – | new |
| 40 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.4% | $730.0k | 31,738 | – | new |
| 41 | PTN PALATIN TECHNOLOGIES INC | 0.3% | $522.5k | 33,971 | – | new | |
| 42 | IVA INVENTIVA SA | 0.2% | $465.0k | 100,000 | – | new | |
| 43 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.2% | $460.6k | 462,963 | 0% | held |
| 44 | BMEA BIOMEA FUSION INC | 0.2% | $310.0k | 250,000 | 0% | held | |
| 45 | ENTX ENTERA BIO LTD | 0.0% | $33.3k | 17,142 | – | 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.