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Livermore
Livermore
ZHEN

Superstring Capital Management LP

SEC CIK
0001931118
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
45
+10 vs. Q3 2025
Portfolio value
$186.8M
+$85.3M (+84.0%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Superstring Capital Management LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CDTXCidara Therapeutics, Inc.COM NEW85,098$18.8M10.1%+16,635+24.3%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM443,777$17.9M9.6%−345,869−43.8%ReducedHistory
URGNUroGen Pharma Ltd.COM718,354$16.8M9.0%+630,442+717.1%AddedHistory
COGTCogent Biosciences, Inc.COM366,238$13.0M7.0%+4,830+1.3%AddedHistory
DVAXDynavax Technologies CorpCOM NEW525,592$8.08M4.3%+525,592NewHistory
SIONSionna Therapeutics, Inc.COM180,593$7.43M4.0%+180,593NewHistory
IMVTImmunovant, Inc.COM288,677$7.34M3.9%−52,671−15.4%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM37,433$6.84M3.7%+37,433NewHistory
SVRASavara IncCOM995,353$6.00M3.2%−313,883−24.0%ReducedHistory
DFTXDefinium Therapeutics, Inc.Stock425,202$5.69M3.0%+425,202NewHistory
TSHATaysha Gene Therapies, Inc.COM SHS980,768$5.39M2.9%+980,768NewHistory
OCULOcular Therapeutix, IncCOM418,080$5.08M2.7%+418,080NewHistory
FOLDAmicus Therapeutics, Inc.COM352,896$5.03M2.7%+352,896NewHistory
CABACabaletta Bio, Inc.COM2,253,550$4.94M2.6%+709,025+45.9%AddedHistory
UTHRUnited Therapeutics CorpCOM9,451$4.61M2.5%+9,451NewHistory
RVMDRevolution Medicines, Inc.COM54,879$4.37M2.3%+54,879NewHistory
BLTEBelite Bio, IncSPONSORED ADS24,703$3.95M2.1%+24,703NewHistory
DRUGBright Minds Biosciences Inc.COM NEW47,278$3.69M2.0%−6,672−12.4%ReducedHistory
ZLABZai Lab LtdADR196,853$3.47M1.9%−3,775−1.9%ReducedHistory
ZBIOZenas BioPharma, Inc.COM83,353$3.03M1.6%−13,312−13.8%ReducedHistory
QNCXQuince Therapeutics, Inc.COM858,711$2.88M1.5%+858,711NewHistory
AVTXAvalo Therapeutics, Inc.COM NEW153,313$2.78M1.5%−34,767−18.5%ReducedHistory
CAPRCapricor Therapeutics, Inc.COM NEW96,334$2.78M1.5%+96,334NewHistory
PVLAPalvella Therapeutics, Inc.COM25,469$2.67M1.4%+25,469NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW88,308$2.40M1.3%+88,308NewHistory
ASMBAssembly Biosciences, Inc.COM NEW65,273$2.22M1.2%+65,273NewHistory
ORICOric Pharmaceuticals, Inc.COM255,370$2.09M1.1%+166,024+185.8%AddedHistory
TARAProtara Therapeutics, Inc.COM STK360,000$1.92M1.0%00.0%UnchangedHistory
TRVITrevi Therapeutics, Inc.COM148,292$1.86M1.0%+148,292NewHistory
TYRATyra Biosciences, Inc.COM58,677$1.54M0.8%+58,677NewHistory
TVTXTravere Therapeutics, Inc.COM38,022$1.45M0.8%−15,605−29.1%ReducedHistory
VRDNViridian Therapeutics, Inc.COM43,230$1.35M0.7%+43,230NewHistory
RZLTRezolute, Inc.COM NEW513,765$1.21M0.6%+513,765NewHistory
DNTHDianthus Therapeutics, Inc.COM26,249$1.08M0.6%+26,249NewHistory
SPRBSpruce Biosciences, Inc.COM NEW12,137$1.06M0.6%+12,137NewHistory
AARDAardvark Therapeutics, Inc.COM69,496$912.1K0.5%+69,496NewHistory
GMABGenmab A/SSPONSORED ADS29,162$898.2K0.5%+29,162NewHistory
PALIPalisade Bio, Inc.COM367,103$862.7K0.5%+367,103NewHistory
FULCFulcrum Therapeutics, Inc.COM72,060$815.0K0.4%+72,060NewHistory
RAREUltragenyx Pharmaceutical Inc.COM31,738$730.0K0.4%+31,738NewHistory
PTNPalatin Technologies IncCOM NEW33,971$522.5K0.3%+33,971NewHistory
IVAInventiva S.A.ADS100,000$465.0K0.2%+100,000NewHistory
IPSCCentury Therapeutics, Inc.COM462,963$460.6K0.2%00.0%UnchangedHistory
BMEABiomea Fusion, Inc.COM250,000$310.0K0.2%00.0%UnchangedHistory
ENTXEntera Bio Ltd.SHS17,142$33.3K<0.1%+17,142NewHistory

Sold out since Q3 2025 (19)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Superstring Capital Management LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ETNB89bio, Inc.COM384,652$5.65M5.6%History
JAZZJazz Pharmaceuticals plcSHS USD40,893$5.39M5.3%History
BBIOBridgeBio Pharma, Inc.COM88,658$4.60M4.5%History
SMMTSummit Therapeutics Inc.COM197,253$4.08M4.0%History
IQVIQVIA Holdings Inc.Stock19,114$3.63M3.6%History
REGNRegeneron Pharmaceuticals, Inc.COM6,401$3.60M3.5%History
NKTRNektar TherapeuticsCOM NEW51,270$2.92M2.9%History
INSMINSMED IncCOM PAR $.0119,786$2.85M2.8%History
BCAXBicara Therapeutics Inc.COM175,902$2.78M2.7%History
SNYSanofiSPONSORED ADR50,407$2.38M2.3%History
QUREuniQure N.V.SHS33,175$1.94M1.9%History
TECXTectonic Therapeutic, Inc.COM119,286$1.87M1.8%History
KROSKeros Therapeutics, Inc.COM95,083$1.50M1.5%History
SRRKScholar Rock Holding CorpCOM39,521$1.47M1.4%History
PTGXProtagonist Therapeutics, IncCOM20,358$1.35M1.3%History
RAPTRAPT Therapeutics, Inc.COM NEW34,449$888.4K0.9%History
VIRVir Biotechnology, Inc.COM150,312$858.3K0.8%History
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW57,644$729.2K0.7%History
NBPNovaBridge BiosciencesSPONSORED ADS139,886$528.8K0.5%History