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Livermore
Livermore
ZHEN

Superstring Capital Management LP

SEC CIK
0001931118
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
32
−3 vs. Q1 2026
Portfolio value
$158.4M
+$18.4M (+13.2%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Superstring Capital Management LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
YARWYarrow Bioscience, Inc.COM61,269$39.9K<0.1%+61,269NewHistory
BMEABiomea Fusion, Inc.COM250,000$85.3K0.1%00.0%UnchangedHistory
BOLDBoundless Bio, Inc.COM55,356$138.4K0.1%+55,356NewHistory
FTHFaeth Therapeutics, Inc.COM NEW14,175$354.4K0.2%+14,175NewHistory
TARAProtara Therapeutics, Inc.COM STK121,457$464.0K0.3%00.0%UnchangedHistory
TNXPTonix Pharmaceuticals Holding Corp.COM NEW63,648$812.1K0.5%+108+0.2%AddedHistory
ROIVRoivant Sciences Ltd.SHS25,623$906.8K0.6%+25,623NewHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A18,867$1.21M0.8%+18,867NewHistory
HELPHelus Pharma Inc.COM NEW204,424$1.35M0.9%+204,424NewHistory
ACRSAclaris Therapeutics, Inc.COM257,675$1.36M0.9%−108,815−29.7%ReducedHistory
DRUGBright Minds Biosciences Inc.COM NEW30,456$2.14M1.3%+17,145+128.8%AddedHistory
SIONSionna Therapeutics, Inc.COM63,156$2.78M1.8%−77,868−55.2%ReducedHistory
ZLABZai Lab LtdADR155,813$2.96M1.9%−120,005−43.5%ReducedHistory
CABACabaletta Bio, Inc.COM1,278,652$3.48M2.2%+212,413+19.9%AddedHistory
ONCBeOne Medicines Ltd.ADR12,273$3.50M2.2%+12,273NewHistory
PCVXVaxcyte, Inc.COM66,793$3.88M2.5%−43,661−39.5%ReducedHistory
UTHRUnited Therapeutics CorpCOM7,172$3.89M2.5%+1,986+38.3%AddedHistory
ORICOric Pharmaceuticals, Inc.COM406,077$4.40M2.8%+290,843+252.4%AddedHistory
MPLTMapLight Therapeutics, Inc.COM125,432$4.50M2.8%−66,707−34.7%ReducedHistory
SVRASavara IncCOM977,460$6.02M3.8%−608,517−38.4%ReducedHistory
ANLAdlai Nortye Group Ltd.ADS552,501$6.35M4.0%+137,649+33.2%AddedHistory
CLYMClimb Bio, Inc.COM521,082$6.79M4.3%+321,873+161.6%AddedHistory
URGNUroGen Pharma Ltd.COM191,313$7.04M4.4%−196,058−50.6%ReducedHistory
IMVTImmunovant, Inc.COM208,368$8.03M5.1%−149,238−41.7%ReducedHistory
VIRVir Biotechnology, Inc.COM853,685$8.70M5.5%+123,137+16.9%AddedHistory
DFTXDefinium Therapeutics, Inc.COM SHS188,282$8.86M5.6%−163,179−46.4%ReducedHistory
RVMDRevolution Medicines, Inc.COM51,053$9.56M6.0%+51,053NewHistory
TRVITrevi Therapeutics, Inc.COM524,224$9.78M6.2%+272,658+108.4%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW287,583$10.7M6.8%+107,535+59.7%AddedHistory
GMABGenmab A/SSPONSORED ADS430,600$11.8M7.5%+233,891+118.9%AddedHistory
AXSMAxsome Therapeutics, Inc.COM53,916$13.2M8.3%+42,699+380.7%AddedHistory
COGTCogent Biosciences, Inc.COM343,284$13.3M8.4%+118,126+52.5%AddedHistory

Sold out since Q1 2026 (11)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Superstring Capital Management LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
SMMTSummit Therapeutics Inc.COM892,873$16.9M12.1%History
VRTXVertex Pharmaceuticals IncStock11,010$4.92M3.5%History
IQVIQVIA Holdings Inc.Stock25,668$4.38M3.1%History
ARVNArvinas, Inc.COM312,620$3.31M2.4%History
ORKAOruka Therapeutics, Inc.COM63,591$3.12M2.2%History
TVTXTravere Therapeutics, Inc.COM102,754$3.05M2.2%History
PFEPfizer IncStock74,000$2.08M1.5%History
TSHATaysha Gene Therapies, Inc.COM SHS258,269$1.15M0.8%History
CGEMCullinan Therapeutics, Inc.COM59,484$845.3K0.6%History
PTNPalatin Technologies IncCOM NEW35,969$626.6K0.4%History
IPSCCentury Therapeutics, Inc.COM119,308$269.6K0.2%History