SUPERSTRING CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1931118 · latest 13F-HR filed 2026-05-14
SUPERSTRING CAPITAL MANAGEMENT LP manages $140.0M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SMMT (12.09%), IMVT (6.35%), COGT (6.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 25, added to 9, and trimmed 11.
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.
$140.0M
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-14
+15 / −25 / ↑9 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GENMAB A/S$4.4M +487.6%
- CELLDEX THERAPEUTICS INC NEW$3.3M +138.1%
- SAVARA INC$2.7M +44.3%
- ZAI LAB LTD$1.7M +49.4%
- TRAVERE THERAPEUTICS INC$1.6M +110.1%
Top Trims
- UROGEN PHARMA LTD-$9.9M -58.6%
- AXSOME THERAPEUTICS INC.-$4.9M -72.3%
- COGENT BIOSCIENCES INC-$4.3M -33.4%
- TAYSHA GENE THERAPIES INC-$4.2M -78.6%
- BRIGHT MINDS BIOSCIENCES INC-$2.7M -73.7%
New Positions
- SUMMIT THERAPEUTICS INC$16.9M
- DEFINIUM THERAPEUTICS INC$6.6M
- VIR BIOTECHNOLOGY INC$6.5M
- VAXCYTE INC$6.4M
- VERTEX PHARMACEUTICALS INC$4.9M
Exited Positions
- CIDARA THERAPEUTICS INC$18.8M
- TERNS PHARMACEUTICALS INC$17.9M
- DYNAVAX TECHNOLOGIES CORP$8.1M
- MIND MEDICINE MINDMED INC$5.7M
- OCULAR THERAPEUTIX INC$5.1M
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 | SUMMIT THERAPEUTICS INC | SMMT | 86627T108 | $16.9M | 12.09% | 892,873 | SH |
| 2 | IMMUNOVANT INC | IMVT | 45258J102 | $8.9M | 6.35% | 357,606 | SH |
| 3 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $8.7M | 6.19% | 225,158 | SH |
| 4 | SAVARA INC | SVRA | 805111101 | $8.7M | 6.19% | 1,585,977 | SH |
| 5 | UROGEN PHARMA LTD | URGN | M96088105 | $7.0M | 4.98% | 387,371 | SH |
| 6 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $6.6M | 4.75% | 351,461 | SH |
| 7 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $6.5M | 4.68% | 730,548 | SH |
| 8 | VAXCYTE INC | PCVX | 92243G108 | $6.4M | 4.59% | 110,454 | SH |
| 9 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $5.7M | 4.08% | 180,048 | SH |
| 10 | SIONNA THERAPEUTICS INC | SION | 829401108 | $5.7M | 4.04% | 141,024 | SH |
| 11 | GENMAB A/S | GMAB | 372303206 | $5.3M | 3.77% | 196,709 | SH |
| 12 | ZAI LAB LTD | ZLAB | 98887Q104 | $5.2M | 3.71% | 275,818 | SH |
| 13 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $4.9M | 3.51% | 11,010 | SH |
| 14 | IQVIA HLDGS INC | IQV | 46266C105 | $4.4M | 3.13% | 25,668 | SH |
| 15 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $3.9M | 2.79% | 192,139 | SH |
| 16 | ARVINAS INC | ARVN | 04335A105 | $3.3M | 2.37% | 312,620 | SH |
| 17 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $3.1M | 2.23% | 63,591 | SH |
| 18 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $3.1M | 2.20% | 5,186 | SH |
| 19 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $3.1M | 2.18% | 102,754 | SH |
| 20 | TREVI THERAPEUTICS INC | TRVI | 89532M101 | $3.0M | 2.14% | 251,566 | SH |
| 21 | ADLAI NORTYE LTD | ANL | 00704R109 | $2.9M | 2.05% | 414,852 | SH |
| 22 | CABALETTA BIO INC | CABA | 12674W109 | $2.9M | 2.05% | 1,066,239 | SH |
| 23 | PFIZER INC | PFE | 717081103 | $2.1M | 1.48% | 74,000 | SH |
| 24 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $1.9M | 1.35% | 11,217 | SH |
| 25 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $1.5M | 1.04% | 115,234 | SH |
| 26 | ACLARIS THERAPEUTICS INC | ACRS | 00461U105 | $1.4M | 0.98% | 366,490 | SH |
| 27 | CLIMB BIO INC | CLYM | 28658R106 | $1.4M | 0.97% | 199,209 | SH |
| 28 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $1.2M | 0.82% | 258,269 | SH |
| 29 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $971.3K | 0.69% | 13,311 | SH |
| 30 | TONIX PHARMACEUTICALS HLDG C | TNXP | 890260839 | $873.7K | 0.62% | 63,540 | SH |
| 31 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $845.3K | 0.60% | 59,484 | SH |
| 32 | PROTARA THERAPEUTICS INC | TARA | 74365U107 | $632.8K | 0.45% | 121,457 | SH |
| 33 | PALATIN TECHNOLOGIES INC | PTN | 696077601 | $626.6K | 0.45% | 35,969 | SH |
| 34 | BIOMEA FUSION INC | BMEA | 09077A106 | $382.5K | 0.27% | 250,000 | SH |
| 35 | CENTURY THERAPEUTICS INC | IPSC | 15673T100 | $269.6K | 0.19% | 119,308 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |