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Superstring Capital Management LP

SEC CIK
0001931118
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
35
+2 vs. Q1 2025
Portfolio value
$80.3M
−$3.57M (−4.3%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Superstring Capital Management LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
COGTCogent Biosciences, Inc.COM962,951$6.91M8.6%+188,230+24.3%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS68,982$6.52M8.1%−27,839−28.8%ReducedHistory
NBIXNeurocrine Biosciences IncStock40,608$5.10M6.4%+40,608NewHistory
TERNTerns Pharmaceuticals, Inc.COM1,286,681$4.80M6.0%−70,472−5.2%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM130,422$4.74M5.9%+130,422NewHistory
ZLABZai Lab LtdADR134,895$4.72M5.9%−160,052−54.3%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD44,107$4.68M5.8%+44,107NewHistory
BBIOBridgeBio Pharma, Inc.COM96,766$4.18M5.2%−87,156−47.4%ReducedHistory
TVTXTravere Therapeutics, Inc.COM276,474$4.09M5.1%+38,987+16.4%AddedHistory
IONSIonis Pharmaceuticals IncCOM98,267$3.88M4.8%+98,267NewHistory
ORICOric Pharmaceuticals, Inc.COM344,922$3.50M4.4%−474,272−57.9%ReducedHistory
SLNOSoleno Therapeutics IncCOM33,691$2.82M3.5%+14,359+74.3%AddedHistory
SVRASavara IncCOM1,115,379$2.54M3.2%+149,176+15.4%AddedHistory
ETNB89bio, Inc.COM212,377$2.09M2.6%+103,221+94.6%AddedHistory
CYTKCytokinetics IncCOM NEW61,103$2.02M2.5%−11,889−16.3%ReducedHistory
BCAXBicara Therapeutics Inc.COM189,699$1.76M2.2%+189,699NewHistory
CABACabaletta Bio, Inc.COM1,060,764$1.61M2.0%+601,792+131.1%AddedHistory
TECXTectonic Therapeutic, Inc.COM79,058$1.57M2.0%+28,312+55.8%AddedHistory
INSMINSMED IncCOM PAR $.0114,571$1.47M1.8%+14,571NewHistory
UTHRUnited Therapeutics CorpCOM4,874$1.40M1.7%+4,874NewHistory
Avidity Biosciences, Inc.05370A108COM47,037$1.34M1.7%+24,766+111.2%Added–
URGNUroGen Pharma Ltd.COM87,912$1.20M1.5%−335,720−79.2%ReducedHistory
TARAProtara Therapeutics, Inc.COM STK360,000$1.09M1.4%00.0%UnchangedHistory
ZBIOZenas BioPharma, Inc.COM111,605$1.08M1.3%00.0%UnchangedHistory
LQDALiquidia CorpCOM NEW71,071$885.5K1.1%+71,071NewHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD17,623$831.8K1.0%−14,522−45.2%ReducedHistory
OCULOcular Therapeutix, IncCOM88,980$825.7K1.0%+46,683+110.4%AddedHistory
RCKTRocket Pharmaceuticals, Inc.COM214,412$525.3K0.7%+214,412NewHistory
WVEWave Life Sciences, Inc.SHS70,242$456.6K0.6%+70,242NewHistory
BMEABiomea Fusion, Inc.COM250,000$450.0K0.6%+250,000NewHistory
KYTXKyverna Therapeutics, Inc.COM142,542$437.6K0.5%−48,745−25.5%ReducedHistory
IPSCCentury Therapeutics, Inc.COM462,963$258.7K0.3%00.0%UnchangedHistory
SYSo-Young International Inc.SPONSORED ADS72,936$226.1K0.3%+72,936NewHistory
RAPTRAPT Therapeutics, Inc.COM NEW26,034$208.3K0.3%+26,034NewHistory
Lakeshore Biopharma Co LtdG9845F208ORD SHS NEW30,792$31.4K<0.1%00.0%Unchanged–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Superstring Capital Management LP in Q2 2025
SecurityClassPutsCalls
SLNOSoleno Therapeutics IncCOM$4.19M–

Sold out since Q1 2025 (11)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Superstring Capital Management LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
LEGNLegend Biotech CorpSPONSORED ADS160,442$5.44M6.5%History
PFEPfizer IncStock196,164$4.97M5.9%History
SMMTSummit Therapeutics Inc.COM132,019$2.55M3.0%History
SWTXSpringWorks Therapeutics, Inc.COM54,216$2.39M2.9%History
CAPRCapricor Therapeutics, Inc.COM NEW241,192$2.29M2.7%History
VSTMVerastem, Inc.COM NEW336,363$2.03M2.4%History
CRNXCrinetics Pharmaceuticals, Inc.COM43,613$1.46M1.7%History
MDGLMadrigal Pharmaceuticals, Inc.COM3,815$1.26M1.5%History
TSHATaysha Gene Therapies, Inc.COM SHS755,599$1.05M1.3%History
PCVXVaxcyte, Inc.COM11,264$425.3K0.5%History
SDGRSchrodinger, Inc.COM14,114$278.6K0.3%History