SUPERSTRING CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1931118 · latest 13F-HR filed 2026-08-14
SUPERSTRING CAPITAL MANAGEMENT LP manages $158.4M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COGT (8.39%), AXSM (8.33%), GMAB (7.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions and exited 11; 14 existing positions rose in reported value and 8 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- AXSOME THERAPEUTICS INC.$11.3M +596.1%
- TREVI THERAPEUTICS INC$6.8M +225.8%
- GENMAB A/S$6.6M +124.1%
- CLIMB BIO INC$5.4M +397.9%
- CELLDEX THERAPEUTICS INC NEW$5.0M +87.4%
Top Trims
- SIONNA THERAPEUTICS INC-$2.9M -50.9%
- SAVARA INC-$2.6M -30.5%
- VAXCYTE INC-$2.5M -39.5%
- ZAI LAB LTD-$2.2M -42.9%
- IMMUNOVANT INC-$854.5K -9.6%
New Positions
- REVOLUTION MEDICINES INC$9.6M
- BEONE MEDICINES LTD$3.5M
- CYBIN INC$1.4M
- KINIKSA PHARMACEUTICALS INTL$1.2M
- ROIVANT SCIENCES LTD$906.8K
Exited Positions
- SUMMIT THERAPEUTICS INC$16.9M
- VERTEX PHARMACEUTICALS INC$4.9M
- IQVIA HLDGS INC$4.4M
- ARVINAS INC$3.3M
- ORUKA THERAPEUTICS INC$3.1M
SUPERSTRING CAPITAL MANAGEMENT LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $13.3M | 8.39% | 343,284 | SH |
| 2 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $13.2M | 8.33% | 53,916 | SH |
| 3 | GENMAB A/S | GMAB | 372303206 | $11.8M | 7.47% | 430,600 | SH |
| 4 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $10.7M | 6.76% | 287,583 | SH |
| 5 | TREVI THERAPEUTICS INC | TRVI | 89532M101 | $9.8M | 6.17% | 524,224 | SH |
| 6 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $9.6M | 6.04% | 51,053 | SH |
| 7 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $8.9M | 5.59% | 188,282 | SH |
| 8 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $8.7M | 5.49% | 853,685 | SH |
| 9 | IMMUNOVANT INC | IMVT | 45258J102 | $8.0M | 5.07% | 208,368 | SH |
| 10 | UROGEN PHARMA LTD | URGN | M96088105 | $7.0M | 4.45% | 191,313 | SH |
| 11 | CLIMB BIO INC | CLYM | 28658R106 | $6.8M | 4.29% | 521,082 | SH |
| 12 | ADLAI NORTYE LTD | ANL | 00704R109 | $6.4M | 4.01% | 552,501 | SH |
| 13 | SAVARA INC | SVRA | 805111101 | $6.0M | 3.80% | 977,460 | SH |
| 14 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $4.5M | 2.84% | 125,432 | SH |
| 15 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $4.4M | 2.78% | 406,077 | SH |
| 16 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $3.9M | 2.45% | 7,172 | SH |
| 17 | VAXCYTE INC | PCVX | 92243G108 | $3.9M | 2.45% | 66,793 | SH |
| 18 | BEONE MEDICINES LTD | ONC | 07725L102 | $3.5M | 2.21% | 12,273 | SH |
| 19 | CABALETTA BIO INC | CABA | 12674W109 | $3.5M | 2.20% | 1,278,652 | SH |
| 20 | ZAI LAB LTD | ZLAB | 98887Q104 | $3.0M | 1.87% | 155,813 | SH |
| 21 | SIONNA THERAPEUTICS INC | SION | 829401108 | $2.8M | 1.75% | 63,156 | SH |
| 22 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $2.1M | 1.35% | 30,456 | SH |
| 23 | ACLARIS THERAPEUTICS INC | ACRS | 00461U105 | $1.4M | 0.86% | 257,675 | SH |
| 24 | CYBIN INC | HELP | 23256X407 | $1.4M | 0.85% | 204,424 | SH |
| 25 | KINIKSA PHARMACEUTICALS INTL | KNSA | G52694109 | $1.2M | 0.76% | 18,867 | SH |
| 26 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $906.8K | 0.57% | 25,623 | SH |
| 27 | TONIX PHARMACEUTICALS HLDG C | TNXP | 890260839 | $812.1K | 0.51% | 63,648 | SH |
| 28 | PROTARA THERAPEUTICS INC | TARA | 74365U107 | $464.0K | 0.29% | 121,457 | SH |
| 29 | FAETH THERAPEUTICS INC | FTH | 81728A207 | $354.4K | 0.22% | 14,175 | SH |
| 30 | BOUNDLESS BIO INC | BOLD | 10170A100 | $138.4K | 0.09% | 55,356 | SH |
| 31 | BIOMEA FUSION INC | BMEA | 09077A106 | $85.3K | 0.05% | 250,000 | SH |
| 32 | VYNE THERAPEUTICS INC | VYNE | 92941V308 | $39.9K | 0.03% | 61,269 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $158.4M | 32 | 0001931118-26-000009 |
| 2026-03-31 | 2026-05-14 | $140.0M | 35 | 0001931118-26-000008 |
| 2025-12-31 | 2026-02-17 | $186.8M | 45 | 0001931118-26-000003 |
| 2025-09-30 | 2025-11-14 | $101.5M | 35 | 0001931118-25-000010 |
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