Superstring Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Superstring Capital Management LP disclosed 35 US equity positions worth $140.0m in its Q1 2026 13F filing. The largest position was SMMT at 12.1% of the reported book, followed by IMVT and COGT.
What did Superstring Capital Management LP own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 12.1% | $16.9m | 892,873 | – | |
| 2 | IMVT IMMUNOVANT INC | Healthcare | 6.3% | $8.9m | 357,606 | – | |
| 3 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.2% | $8.7m | 225,158 | – | |
| 4 | SVRA SAVARA INC | Healthcare | 6.2% | $8.7m | 1,585,977 | – | |
| 5 | URGN UROGEN PHARMA LTD | Healthcare | 5.0% | $7.0m | 387,371 | – | |
| 6 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 4.7% | $6.6m | 351,461 | – | |
| 7 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 4.7% | $6.5m | 730,548 | – | |
| 8 | PCVX VAXCYTE INC | Healthcare | 4.6% | $6.4m | 110,454 | – | |
| 9 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 4.1% | $5.7m | 180,048 | – | |
| 10 | SION SIONNA THERAPEUTICS INC | Healthcare | 4.0% | $5.7m | 141,024 | – | |
| 11 | GMAB GENMAB A/S | Healthcare | 3.8% | $5.3m | 196,709 | – | |
| 12 | ZLAB ZAI LAB LTD | Healthcare | 3.7% | $5.2m | 275,818 | – | |
| 13 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 3.5% | $4.9m | 11,010 | – | |
| 14 | IQV IQVIA HLDGS INC | Healthcare | 3.1% | $4.4m | 25,668 | – | |
| 15 | MPLT MAPLIGHT THERAPEUTICS INC | 2.8% | $3.9m | 192,139 | – | ||
| 16 | ARVN ARVINAS INC | Healthcare | 2.4% | $3.3m | 312,620 | – | |
| 17 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 2.2% | $3.1m | 63,591 | – | |
| 18 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.2% | $3.1m | 5,186 | – | |
| 19 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.2% | $3.1m | 102,754 | – | |
| 20 | TRVI TREVI THERAPEUTICS INC | Healthcare | 2.1% | $3.0m | 251,566 | – | |
| 21 | ANL ADLAI NORTYE LTD | 2.1% | $2.9m | 414,852 | – | ||
| 22 | CABA CABALETTA BIO INC | Healthcare | 2.0% | $2.9m | 1,066,239 | – | |
| 23 | PFE PFIZER INC | Healthcare | 1.5% | $2.1m | 74,000 | – | |
| 24 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 1.4% | $1.9m | 11,217 | – | |
| 25 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 1.0% | $1.5m | 115,234 | – | |
| 26 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 1.0% | $1.4m | 366,490 | – | |
| 27 | CLYM CLIMB BIO INC | Healthcare | 1.0% | $1.4m | 199,209 | – | |
| 28 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.8% | $1.2m | 258,269 | – | |
| 29 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 0.7% | $971.3k | 13,311 | – | |
| 30 | TNXP TONIX PHARMACEUTICALS HLDG C | 0.6% | $873.7k | 63,540 | – | ||
| 31 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.6% | $845.3k | 59,484 | – | |
| 32 | TARA PROTARA THERAPEUTICS INC | 0.5% | $632.8k | 121,457 | – | ||
| 33 | PTN PALATIN TECHNOLOGIES INC | 0.4% | $626.6k | 35,969 | – | ||
| 34 | BMEA BIOMEA FUSION INC | 0.3% | $382.5k | 250,000 | – | ||
| 35 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.2% | $269.6k | 119,308 | – |
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.