Superstring Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Superstring Capital Management LP disclosed 32 US equity positions worth $158.4m in its Q2 2026 13F filing. The largest position was COGT at 8.4% of the reported book, followed by AXSM and GMAB. Against the Q1 2026 filing, it opened 8 new positions, added to 12 and reduced 9 among the top 32 holdings.
What did Superstring Capital Management LP own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 8.4% | $13.3m | 343,284 | 52% | added |
| 2 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 8.3% | $13.2m | 53,916 | 381% | added |
| 3 | GMAB GENMAB A/S | Healthcare | 7.5% | $11.8m | 430,600 | 119% | added |
| 4 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 6.8% | $10.7m | 287,583 | 60% | added |
| 5 | TRVI TREVI THERAPEUTICS INC | Healthcare | 6.2% | $9.8m | 524,224 | 108% | added |
| 6 | RVMD REVOLUTION MEDICINES INC | Healthcare | 6.0% | $9.6m | 51,053 | – | new |
| 7 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 5.6% | $8.9m | 188,282 | -46% | reduced |
| 8 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 5.5% | $8.7m | 853,685 | 17% | added |
| 9 | IMVT IMMUNOVANT INC | Healthcare | 5.1% | $8.0m | 208,368 | -42% | reduced |
| 10 | URGN UROGEN PHARMA LTD | Healthcare | 4.4% | $7.0m | 191,313 | -51% | reduced |
| 11 | CLYM CLIMB BIO INC | Healthcare | 4.3% | $6.8m | 521,082 | 162% | added |
| 12 | ANL ADLAI NORTYE LTD | 4.0% | $6.4m | 552,501 | 33% | added | |
| 13 | SVRA SAVARA INC | Healthcare | 3.8% | $6.0m | 977,460 | -38% | reduced |
| 14 | MPLT MAPLIGHT THERAPEUTICS INC | 2.8% | $4.5m | 125,432 | -35% | reduced | |
| 15 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 2.8% | $4.4m | 406,077 | 252% | added |
| 16 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.5% | $3.9m | 7,172 | 38% | added |
| 17 | PCVX VAXCYTE INC | Healthcare | 2.5% | $3.9m | 66,793 | -40% | reduced |
| 18 | ONC BEONE MEDICINES LTD | Healthcare | 2.2% | $3.5m | 12,273 | – | new |
| 19 | CABA CABALETTA BIO INC | Healthcare | 2.2% | $3.5m | 1,278,652 | 20% | added |
| 20 | ZLAB ZAI LAB LTD | Healthcare | 1.9% | $3.0m | 155,813 | -44% | reduced |
| 21 | SION SIONNA THERAPEUTICS INC | Healthcare | 1.8% | $2.8m | 63,156 | -55% | reduced |
| 22 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.3% | $2.1m | 30,456 | 129% | added |
| 23 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.9% | $1.4m | 257,675 | -30% | reduced |
| 24 | HELP CYBIN INC | 0.9% | $1.4m | 204,424 | – | new | |
| 25 | KINIKSA PHARMACEUTICALS INTL | 0.8% | $1.2m | 18,867 | – | new | |
| 26 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.6% | $906.8k | 25,623 | – | new |
| 27 | TNXP TONIX PHARMACEUTICALS HLDG C | 0.5% | $812.1k | 63,648 | 0% | held | |
| 28 | TARA PROTARA THERAPEUTICS INC | 0.3% | $464.0k | 121,457 | 0% | held | |
| 29 | FTH FAETH THERAPEUTICS INC | 0.2% | $354.4k | 14,175 | – | new | |
| 30 | BOLD BOUNDLESS BIO INC | 0.1% | $138.4k | 55,356 | – | new | |
| 31 | BMEA BIOMEA FUSION INC | 0.1% | $85.3k | 250,000 | 0% | held | |
| 32 | MNLOUSD VYNE THERAPEUTICS INC | 0.0% | $39.9k | 61,269 | – | 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.