Superstring Capital Management LP
- SEC CIK
- 0001931118
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 39
- 較 2024 年第 1 季 +2
- 總值
- $7,933 萬
- 較 2024 年第 1 季 −$7,191 萬 (−47.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 187,633 | $1,017 萬 | 12.8% | −91,282−32.7% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 154,665 | $685.0 萬 | 8.6% | +154,665 | 新進 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 956,542 | $651.4 萬 | 8.2% | +956,542 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 219,837 | $556.8 萬 | 7.0% | −133,670−37.8% | 減碼 | 歷史 |
| ETNB89bio, Inc. | COM | 680,403 | $545.0 萬 | 6.9% | −260,884−27.7% | 減碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 875,999 | $517.7 萬 | 6.5% | −313,194−26.3% | 減碼 | 歷史 |
| ZLABZai Lab Ltd | ADR | 215,178 | $372.9 萬 | 4.7% | +215,178 | 新進 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 74,288 | $339.5 萬 | 4.3% | +40,460+119.6% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 59,133 | $326.4 萬 | 4.1% | +59,133 | 新進 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 111,133 | $288.8 萬 | 3.6% | +111,133 | 新進 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 56,468 | $255.5 萬 | 3.2% | +56,468 | 新進 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 12,508 | $178.5 萬 | 2.2% | +12,508 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 497,360 | $163.1 萬 | 2.1% | −423,116−46.0% | 減碼 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 689,912 | $160.7 萬 | 2.0% | +168,663+32.4% | 加碼 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 484,443 | $160.4 萬 | 2.0% | −9,316−1.9% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 36,928 | $145.3 萬 | 1.8% | −7,940−17.7% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 1,151,518 | $140.5 萬 | 1.8% | +472,115+69.5% | 加碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 64,213 | $123.4 萬 | 1.6% | +64,213 | 新進 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 95,229 | $122.5 萬 | 1.5% | +25,257+36.1% | 加碼 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 66,892 | $114.6 萬 | 1.4% | +66,892 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 45,571 | $107.1 萬 | 1.4% | +45,571 | 新進 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 139,895 | $104.6 萬 | 1.3% | −150,902−51.9% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 115,571 | $99.2 萬 | 1.2% | +115,571 | 新進 | 歷史 |
| ALLKAllakos Inc. | COM | 940,578 | $94.1 萬 | 1.2% | −293,161−23.8% | 減碼 | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 87,638 | $87.4 萬 | 1.1% | +87,638 | 新進 | 歷史 |
| SVRASavara Inc | COM | 200,000 | $80.6 萬 | 1.0% | −1,865,144−90.3% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 167,110 | $75.2 萬 | 0.9% | +167,110 | 新進 | 歷史 |
| KURAKura Oncology, Inc. | COM | 36,242 | $74.6 萬 | 0.9% | +36,242 | 新進 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 156,626 | $54.8 萬 | 0.7% | +156,626 | 新進 | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 313,028 | $48.8 萬 | 0.6% | +313,028 | 新進 | 歷史 |
| PEPGPepGen Inc. | COM | 29,249 | $46.7 萬 | 0.6% | −85,136−74.4% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 534,485 | $46.4 萬 | 0.6% | +534,485 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 37,838 | $32.9 萬 | 0.4% | +37,838 | 新進 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 261,861 | $30.6 萬 | 0.4% | −303,689−53.7% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 110,073 | $22.1 萬 | 0.3% | +110,073 | 新進 | 歷史 |
| Ys Biopharma Co LtdG9845F109 | ORDINARY SHARES | 307,920 | $20.0 萬 | 0.3% | 00.0% | 不變 | – |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 32,497 | $19.6 萬 | 0.2% | +32,497 | 新進 | 歷史 |
| SYRSSyros Pharmaceuticals, Inc. | COM NEW | 37,789 | $19.5 萬 | 0.2% | +37,789 | 新進 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 77,992 | $4.04 萬 | 0.1% | −362,233−82.3% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（19 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 217,070 | $952.5 萬 | 6.3% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 349,679 | $577.7 萬 | 3.8% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 531,019 | $559.7 萬 | 3.7% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 120,896 | $524.1 萬 | 3.5% | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 288,267 | $432.4 萬 | 2.9% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 259,383 | $417.3 萬 | 2.8% | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 110,264 | $326.1 萬 | 2.2% | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 36,607 | $292.1 萬 | 1.9% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 99,822 | $283.4 萬 | 1.9% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 40,119 | $244.8 萬 | 1.6% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 12,754 | $192.8 萬 | 1.3% | 歷史 |
| ANNXAnnexon, Inc. | COM | 155,728 | $111.7 萬 | 0.7% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 37,031 | $94.5 萬 | 0.6% | – |
| LYRALyra Therapeutics, Inc. | COM | 145,284 | $90.4 萬 | 0.6% | 歷史 |
| INZYInozyme Pharma, Inc. | COM | 112,739 | $86.4 萬 | 0.6% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 98,691 | $49.4 萬 | 0.3% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 32,025 | $38.0 萬 | 0.3% | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 9,038 | $35.8 萬 | 0.2% | 歷史 |
| SYSo-Young International Inc. | SPONSORED ADS | 182,742 | $19.9 萬 | 0.1% | 歷史 |