Superstring Capital Management LP 13F Holdings · Q2 2026
Superstring Capital Management LP reported 32 securities worth $158.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COGT (8.39%), AXSM (8.33%), GMAB (7.47%). Among its top 25 positions this quarter: 4 new, 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COGT | COGENT BIOSCIENCES INC | $13.3M | 8.39% | 343,284 | Added |
| 2 | AXSM | AXSOME THERAPEUTICS INC. | $13.2M | 8.33% | 53,916 | Added |
| 3 | GMAB | GENMAB A/S | $11.8M | 7.47% | 430,600 | Added |
| 4 | CLDX | CELLDEX THERAPEUTICS INC NEW | $10.7M | 6.76% | 287,583 | Added |
| 5 | TRVI | TREVI THERAPEUTICS INC | $9.8M | 6.17% | 524,224 | Added |
| 6 | RVMD | REVOLUTION MEDICINES INC | $9.6M | 6.04% | 51,053 | New |
| 7 | DFTX | DEFINIUM THERAPEUTICS INC | $8.9M | 5.59% | 188,282 | Trimmed |
| 8 | VIR | VIR BIOTECHNOLOGY INC | $8.7M | 5.49% | 853,685 | Added |
| 9 | IMVT | IMMUNOVANT INC | $8.0M | 5.07% | 208,368 | Trimmed |
| 10 | URGN | UROGEN PHARMA LTD | $7.0M | 4.45% | 191,313 | Trimmed |
| 11 | CLYM | CLIMB BIO INC | $6.8M | 4.29% | 521,082 | Added |
| 12 | ANL | ADLAI NORTYE LTD | $6.4M | 4.01% | 552,501 | Added |
| 13 | SVRA | SAVARA INC | $6.0M | 3.80% | 977,460 | Trimmed |
| 14 | MPLT | MAPLIGHT THERAPEUTICS INC | $4.5M | 2.84% | 125,432 | Trimmed |
| 15 | ORIC | ORIC PHARMACEUTICALS INC | $4.4M | 2.78% | 406,077 | Added |
| 16 | PCVX | VAXCYTE INC | $3.9M | 2.45% | 66,793 | Trimmed |
| 17 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.9M | 2.45% | 7,172 | Added |
| 18 | ONC | BEONE MEDICINES LTD | $3.5M | 2.21% | 12,273 | New |
| 19 | CABA | CABALETTA BIO INC | $3.5M | 2.20% | 1.3M | Added |
| 20 | ZLAB | ZAI LAB LTD | $3.0M | 1.87% | 155,813 | Trimmed |
| 21 | SION | SIONNA THERAPEUTICS INC | $2.8M | 1.75% | 63,156 | Trimmed |
| 22 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.1M | 1.35% | 30,456 | Added |
| 23 | ACRS | ACLARIS THERAPEUTICS INC | $1.4M | 0.86% | 257,675 | Trimmed |
| 24 | HELP | CYBIN INC | $1.4M | 0.85% | 204,424 | New |
| 25 | KNSA | KINIKSA PHARMACEUTICALS INTL | $1.2M | 0.76% | 18,867 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR