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Superstring Capital Management LP

SEC CIK
0001931118
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
35
−10 vs. Q4 2025
Portfolio value
$140.0M
−$46.8M (−25.1%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Superstring Capital Management LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SMMTSummit Therapeutics Inc.COM892,873$16.9M12.1%+892,873NewHistory
IMVTImmunovant, Inc.COM357,606$8.88M6.3%+68,929+23.9%AddedHistory
COGTCogent Biosciences, Inc.COM225,158$8.67M6.2%−141,080−38.5%ReducedHistory
SVRASavara IncCOM1,585,977$8.66M6.2%+590,624+59.3%AddedHistory
URGNUroGen Pharma Ltd.COM387,371$6.96M5.0%−330,983−46.1%ReducedHistory
DFTXDefinium Therapeutics, Inc.COM SHS351,461$6.64M4.7%−73,741−17.3%ReducedHistory
VIRVir Biotechnology, Inc.COM730,548$6.55M4.7%+730,548NewHistory
PCVXVaxcyte, Inc.COM110,454$6.42M4.6%+110,454NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW180,048$5.71M4.1%+91,740+103.9%AddedHistory
SIONSionna Therapeutics, Inc.COM141,024$5.65M4.0%−39,569−21.9%ReducedHistory
GMABGenmab A/SSPONSORED ADS196,709$5.28M3.8%+167,547+574.5%AddedHistory
ZLABZai Lab LtdADR275,818$5.19M3.7%+78,965+40.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock11,010$4.92M3.5%+11,010NewHistory
IQVIQVIA Holdings Inc.Stock25,668$4.38M3.1%+25,668NewHistory
MPLTMapLight Therapeutics, Inc.COM192,139$3.91M2.8%+192,139NewHistory
ARVNArvinas, Inc.COM312,620$3.31M2.4%+312,620NewHistory
ORKAOruka Therapeutics, Inc.COM63,591$3.12M2.2%+63,591NewHistory
UTHRUnited Therapeutics CorpCOM5,186$3.08M2.2%−4,265−45.1%ReducedHistory
TVTXTravere Therapeutics, Inc.COM102,754$3.05M2.2%+64,732+170.2%AddedHistory
TRVITrevi Therapeutics, Inc.COM251,566$3.00M2.1%+103,274+69.6%AddedHistory
ANLAdlai Nortye Group Ltd.ADS414,852$2.87M2.1%+414,852NewHistory
CABACabaletta Bio, Inc.COM1,066,239$2.87M2.0%−1,187,311−52.7%ReducedHistory
PFEPfizer IncStock74,000$2.08M1.5%+74,000NewHistory
AXSMAxsome Therapeutics, Inc.COM11,217$1.90M1.4%−26,216−70.0%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM115,234$1.46M1.0%−140,136−54.9%ReducedHistory
ACRSAclaris Therapeutics, Inc.COM366,490$1.37M1.0%+366,490NewHistory
CLYMClimb Bio, Inc.COM199,209$1.36M1.0%+199,209NewHistory
TSHATaysha Gene Therapies, Inc.COM SHS258,269$1.15M0.8%−722,499−73.7%ReducedHistory
DRUGBright Minds Biosciences Inc.COM NEW13,311$971.3K0.7%−33,967−71.8%ReducedHistory
TNXPTonix Pharmaceuticals Holding Corp.COM NEW63,540$873.7K0.6%+63,540NewHistory
CGEMCullinan Therapeutics, Inc.COM59,484$845.3K0.6%+59,484NewHistory
TARAProtara Therapeutics, Inc.COM STK121,457$632.8K0.5%−238,543−66.3%ReducedHistory
PTNPalatin Technologies IncCOM NEW35,969$626.6K0.4%+1,998+5.9%AddedHistory
BMEABiomea Fusion, Inc.COM250,000$382.5K0.3%00.0%UnchangedHistory
IPSCCentury Therapeutics, Inc.COM119,308$269.6K0.2%−343,655−74.2%ReducedHistory

Sold out since Q4 2025 (24)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Superstring Capital Management LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
CDTXCidara Therapeutics, Inc.COM NEW85,098$18.8M10.1%History
TERNTerns Pharmaceuticals, Inc.COM443,777$17.9M9.6%History
DVAXDynavax Technologies CorpCOM NEW525,592$8.08M4.3%History
OCULOcular Therapeutix, IncCOM418,080$5.08M2.7%History
FOLDAmicus Therapeutics, Inc.COM352,896$5.03M2.7%History
RVMDRevolution Medicines, Inc.COM54,879$4.37M2.3%History
BLTEBelite Bio, IncSPONSORED ADS24,703$3.95M2.1%History
ZBIOZenas BioPharma, Inc.COM83,353$3.03M1.6%History
QNCXQuince Therapeutics, Inc.COM858,711$2.88M1.5%History
AVTXAvalo Therapeutics, Inc.COM NEW153,313$2.78M1.5%History
CAPRCapricor Therapeutics, Inc.COM NEW96,334$2.78M1.5%History
PVLAPalvella Therapeutics, Inc.COM25,469$2.67M1.4%History
ASMBAssembly Biosciences, Inc.COM NEW65,273$2.22M1.2%History
TYRATyra Biosciences, Inc.COM58,677$1.54M0.8%History
VRDNViridian Therapeutics, Inc.COM43,230$1.35M0.7%History
RZLTRezolute, Inc.COM NEW513,765$1.21M0.6%History
DNTHDianthus Therapeutics, Inc.COM26,249$1.08M0.6%History
SPRBSpruce Biosciences, Inc.COM NEW12,137$1.06M0.6%History
AARDAardvark Therapeutics, Inc.COM69,496$912.1K0.5%History
PALIPalisade Bio, Inc.COM367,103$862.7K0.5%History
FULCFulcrum Therapeutics, Inc.COM72,060$815.0K0.4%History
RAREUltragenyx Pharmaceutical Inc.COM31,738$730.0K0.4%History
IVAInventiva S.A.ADS100,000$465.0K0.2%History
ENTXEntera Bio Ltd.SHS17,142$33.3K<0.1%History