Superstring Capital Management LP
NEW YORK, NY
$158m in 32 US stocks at the end of 30 June 2026. The top 10 are 63.8% of the money. It changed about 40.1% of the portfolio this quarter.
Value
$158m
Stocks
32
Top 10 share
63.8%
Turnover
40.1%
What changed this quarter
New
Bought for the first time this quarter.
- Revolution MedicinesRVMD6.0% of the fund
- Beone MedicinesONC2.2% of the fund
- Helus PharmaHELP0.9% of the fund
- Kiniksa Pharmaceuticals InternationalKNSA0.8% of the fund
- Roivant SciencesROIV0.6% of the fund
- Faeth TherapeuticsFTH0.2% of the fund
- Boundless BioBOLD<0.1% of the fund
- Vyne Therapeutics<0.1% of the fund
Added
Bought more of a stock they already held.
- Cogent BiosciencesCOGT8.4% of the fund+52%
- Axsome TherapeuticsAXSM8.3% of the fund+381%
- Genmab A/SGMAB7.5% of the fund+119%
- Celldex TherapeuticsCLDX6.8% of the fund+60%
- Trevi TherapeuticsTRVI6.2% of the fund+108%
- Vir BiotechnologyVIR5.5% of the fund+17%
- Climb BioCLYM4.3% of the fund+162%
- Adlai NortyeANL4.0% of the fund+33%
- Oric PharmaceuticalsORIC2.8% of the fund+252%
- United TherapeuticsUTHR2.5% of the fund+38%
- Cabaletta BioCABA2.2% of the fund+20%
- Bright Minds BiosciencesDRUG1.3% of the fund+129%
Cut
Sold some of their stake.
- Definium TherapeuticsDFTX5.6% of the fund-46%
- ImmunovantIMVT5.1% of the fund-42%
- UroGen PharmaURGN4.4% of the fund-51%
- SavaraSVRA3.8% of the fund-38%
- MapLight TherapeuticsMPLT2.8% of the fund-35%
- VaxcytePCVX2.5% of the fund-40%
- ZAI LABZLAB1.9% of the fund-44%
- Sionna TherapeuticsSION1.8% of the fund-55%
- Aclaris TherapeuticsACRS0.9% of the fund-30%
Sold out
Sold their entire stake.
Holdings
- Genmab A/SGMAB
- Share
- 7.5%
- Value
- $12m
- Shares
- 430,600
+119%
- Adlai NortyeANL
- Share
- 4.0%
- Value
- $6m
- Shares
- 552,501
+33%
- Beone MedicinesONC
- Share
- 2.2%
- Value
- $3m
- Shares
- 12,273
New
- ZAI LABZLAB
- Share
- 1.9%
- Value
- $3m
- Shares
- 155,813
-44%
- Bright Minds BiosciencesDRUG
- Share
- 1.3%
- Value
- $2m
- Shares
- 30,456
+129%
- Helus PharmaHELP
- Share
- 0.9%
- Value
- $1m
- Shares
- 204,424
New
- Vyne Therapeutics
- Share
- <0.1%
- Value
- $39,868
- Shares
- 61,269
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Cogent BiosciencesCOGT | 8.4% | $13m | 343,284 | +52% |
| Axsome TherapeuticsAXSM | 8.3% | $13m | 53,916 | +381% |
| Genmab A/SGMAB | 7.5% | $12m | 430,600 | +119% |
| Celldex TherapeuticsCLDX | 6.8% | $11m | 287,583 | +60% |
| Trevi TherapeuticsTRVI | 6.2% | $10m | 524,224 | +108% |
| Revolution MedicinesRVMD | 6.0% | $10m | 51,053 | New |
| Definium TherapeuticsDFTX | 5.6% | $9m | 188,282 | -46% |
| Vir BiotechnologyVIR | 5.5% | $9m | 853,685 | +17% |
| ImmunovantIMVT | 5.1% | $8m | 208,368 | -42% |
| UroGen PharmaURGN | 4.4% | $7m | 191,313 | -51% |
| Climb BioCLYM | 4.3% | $7m | 521,082 | +162% |
| Adlai NortyeANL | 4.0% | $6m | 552,501 | +33% |
| SavaraSVRA | 3.8% | $6m | 977,460 | -38% |
| MapLight TherapeuticsMPLT | 2.8% | $4m | 125,432 | -35% |
| Oric PharmaceuticalsORIC | 2.8% | $4m | 406,077 | +252% |
| United TherapeuticsUTHR | 2.5% | $4m | 7,172 | +38% |
| VaxcytePCVX | 2.5% | $4m | 66,793 | -40% |
| Beone MedicinesONC | 2.2% | $3m | 12,273 | New |
| Cabaletta BioCABA | 2.2% | $3m | 1,278,652 | +20% |
| ZAI LABZLAB | 1.9% | $3m | 155,813 | -44% |
| Sionna TherapeuticsSION | 1.8% | $3m | 63,156 | -55% |
| Bright Minds BiosciencesDRUG | 1.3% | $2m | 30,456 | +129% |
| Aclaris TherapeuticsACRS | 0.9% | $1m | 257,675 | -30% |
| Helus PharmaHELP | 0.9% | $1m | 204,424 | New |
| Kiniksa Pharmaceuticals InternationalKNSA | 0.8% | $1m | 18,867 | New |
| Roivant SciencesROIV | 0.6% | $906,798 | 25,623 | New |
| Tonix Pharmaceuticals HoldingTNXP | 0.5% | $812,148 | 63,648 | Held |
| Protara TherapeuticsTARA | 0.3% | $463,966 | 121,457 | Held |
| Faeth TherapeuticsFTH | 0.2% | $354,375 | 14,175 | New |
| Boundless BioBOLD | <0.1% | $138,390 | 55,356 | New |
| Biomea FusionBMEA | <0.1% | $85,306 | 250,000 | Held |
| Vyne Therapeutics | <0.1% | $39,868 | 61,269 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 97.3% since 30 June 2025.
Where the money is
Health care84.4%
Other15.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.