SUPERSTRING CAPITAL MANAGEMENT LP
Filing Date
Global Rank
#5,098
/ 8,700
▲ 1996
Top Industry
Biotechnology
96.8%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
11 quarters · since Dec 2023
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.3%
−3.7 pts
Top 5
36.9%
+1.1 pts
Top 10
63.4%
+5.5 pts
HHI
517
Diversified+30
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $159,160,687 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CLYM | Climb Bio, Inc. | +321,873 | 521,082 | $6,794,909 | |
| ORIC | Oric Pharmaceuticals, Inc. | +290,843 | 406,077 | $4,397,813 | |
| TRVI | Trevi Therapeutics, Inc. | +272,658 | 524,224 | $9,776,777 | |
| GMAB | Genmab A/S | +233,891 | 430,600 | $11,828,582 | |
| CABA | Cabaletta Bio, Inc. | +212,413 | 1,278,652 | $3,976,607 | |
| ANL | Adlai Nortye Group Ltd. | +137,649 | 552,501 | $6,353,761 | |
| VIR | Vir Biotechnology, Inc. | +123,137 | 853,685 | $8,699,050 | |
| COGT | Cogent Biosciences, Inc. | +118,126 | 343,284 | $13,285,090 | |
| CLDX | Celldex Therapeutics, Inc. | +107,535 | 287,583 | $10,700,963 | |
| AXSM | Axsome Therapeutics, Inc. | +42,699 | 53,916 | $13,197,019 | |
| DRUG | Bright Minds Biosciences Inc. | +17,145 | 30,456 | $2,138,011 | |
| UTHR | UNITED THERAPEUTICS Corp | +1,986 | 7,172 | $3,886,004 | |
| TNXP | Tonix Pharmaceuticals Holding Corp. | +108 | 63,648 | $812,148 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SVRA | Savara Inc | −608,517 | 977,460 | $6,021,153 | |
| URGN | UroGen Pharma Ltd. | −196,058 | 191,313 | $7,040,318 | |
| DFTX | Definium Therapeutics, Inc. | −163,179 | 188,282 | $8,856,785 | |
| IMVT | Immunovant, Inc. | −149,238 | 208,368 | $8,028,419 | |
| ZLAB | Zai Lab Ltd | −120,005 | 155,813 | $2,960,447 | |
| ACRS | Aclaris Therapeutics, Inc. | −108,815 | 257,675 | $1,363,100 | |
| SION | Sionna Therapeutics, Inc. | −77,868 | 63,156 | $2,778,232 | |
| MPLT | MapLight Therapeutics, Inc. | −66,707 | 125,432 | $4,495,482 | |
| PCVX | Vaxcyte, Inc. | −43,661 | 66,793 | $3,882,677 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RVMD | Revolution Medicines, Inc. | 51,053 | $9,561,205 | |
| ONC | BeOne Medicines Ltd. | 12,273 | $3,497,436 | |
| HELP | Cybin Inc. | 204,424 | $1,351,242 | |
| KNSA | Kiniksa Pharmaceuticals International, plc | 18,867 | $1,206,544 | |
| ROIV | Roivant Sciences Ltd. | 25,623 | $906,797 | |
| FTH | Faeth Therapeutics, Inc. | 14,175 | $354,375 | |
| BOLD | Boundless Bio, Inc. | 55,356 | $138,390 | |
| YARW | Yarrow Bioscience, Inc. | 61,269 | $39,886 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMMT | Summit Therapeutics Inc. | 892,873 | $16,928,872 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 11,010 | $4,916,405 | |
| IQV | Iqvia Holdings Inc. | 25,668 | $4,377,420 | |
| ARVN | Arvinas, Inc. | 312,620 | $3,313,772 | |
| ORKA | Oruka Therapeutics, Inc. | 63,591 | $3,119,138 | |
| TVTX | Travere Therapeutics, Inc. | 102,754 | $3,052,821 | |
| PFE | Pfizer Inc | 74,000 | $2,077,920 | |
| TSHA | Taysha Gene Therapies, Inc. | 258,269 | $1,154,462 | |
| CGEM | Cullinan Therapeutics, Inc. | 59,484 | $845,267 | |
| PTN | Palatin Technologies Inc | 35,969 | $626,579 | |
| IPSC | Century Therapeutics, Inc. | 119,308 | $269,636 | |
| No positions match the current search. | ||||
32 tracked positions ·
$159,160,687 total
· filing declares
32 positions · $158,379,902
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
Added | 343,284 | $13,285,090 | 8.35% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
Added | 53,916 | $13,197,019 | 8.29% | |
| GMAB |
Genmab A/S
Healthcare
|
Added | 430,600 | $11,828,582 | 7.43% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
Added | 287,583 | $10,700,963 | 6.72% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Added | 524,224 | $9,776,777 | 6.14% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
NEW | 51,053 | $9,561,205 | 6.01% | |
| DFTX |
Definium Therapeutics, Inc.
Healthcare
|
Reduced | 188,282 | $8,856,785 | 5.56% | |
| VIR |
Vir Biotechnology, Inc.
Healthcare
|
Added | 853,685 | $8,699,050 | 5.47% | |
| IMVT |
Immunovant, Inc.
Healthcare
|
Reduced | 208,368 | $8,028,419 | 5.04% | |
| URGN |
UroGen Pharma Ltd.
Healthcare
|
Reduced | 191,313 | $7,040,318 | 4.42% | |
| CLYM |
Climb Bio, Inc.
Healthcare
|
Added | 521,082 | $6,794,909 | 4.27% | |
| ANL |
Adlai Nortye Group Ltd.
Healthcare
|
Added | 552,501 | $6,353,761 | 3.99% | |
| SVRA |
Savara Inc
Healthcare
|
Reduced | 977,460 | $6,021,153 | 3.78% | |
| MPLT |
MapLight Therapeutics, Inc.
Healthcare
|
Reduced | 125,432 | $4,495,482 | 2.82% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Added | 406,077 | $4,397,813 | 2.76% | |
| CABA |
Cabaletta Bio, Inc.
Healthcare
|
Added | 1,278,652 | $3,976,607 | 2.50% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Added | 7,172 | $3,886,004 | 2.44% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Reduced | 66,793 | $3,882,677 | 2.44% | |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
NEW | 12,273 | $3,497,436 | 2.20% | |
| ZLAB |
Zai Lab Ltd
Healthcare
|
Reduced | 155,813 | $2,960,447 | 1.86% | |
| SION |
Sionna Therapeutics, Inc.
Healthcare
|
Reduced | 63,156 | $2,778,232 | 1.75% | |
| DRUG |
Bright Minds Biosciences Inc.
Healthcare
|
Added | 30,456 | $2,138,011 | 1.34% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
Reduced | 257,675 | $1,363,100 | 0.86% | |
| HELP |
Cybin Inc.
Healthcare
|
NEW | 204,424 | $1,351,242 | 0.85% | |
| KNSA |
Kiniksa Pharmaceuticals International, plc
Healthcare
|
NEW | 18,867 | $1,206,544 | 0.76% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
NEW | 25,623 | $906,797 | 0.57% | |
| TNXP |
Tonix Pharmaceuticals Holding Corp.
Healthcare
|
Added | 63,648 | $812,148 | 0.51% | |
| TARA |
Protara Therapeutics, Inc.
Healthcare
|
Held | 121,457 | $463,965 | 0.29% | |
| BMEA |
Biomea Fusion, Inc.
Healthcare
|
Held | 250,000 | $367,500 | 0.23% | |
| FTH |
Faeth Therapeutics, Inc.
Healthcare
|
NEW | 14,175 | $354,375 | 0.22% | |
| BOLD |
Boundless Bio, Inc.
Healthcare
|
NEW | 55,356 | $138,390 | 0.09% | |
| YARW |
Yarrow Bioscience, Inc.
Healthcare
|
NEW | 61,269 | $39,886 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.