Superstring Capital Management LP 13F 持仓 · 2026年Q2
Superstring Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.58 亿美元。前几大持仓：COGT（8.39%）、AXSM（8.33%）、GMAB（7.47%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COGT | COGENT BIOSCIENCES INC | $13.3M | 8.39% | 343,284 | 增持 |
| 2 | AXSM | AXSOME THERAPEUTICS INC. | $13.2M | 8.33% | 53,916 | 增持 |
| 3 | GMAB | GENMAB A/S | $11.8M | 7.47% | 430,600 | 增持 |
| 4 | CLDX | CELLDEX THERAPEUTICS INC NEW | $10.7M | 6.76% | 287,583 | 增持 |
| 5 | TRVI | TREVI THERAPEUTICS INC | $9.8M | 6.17% | 524,224 | 增持 |
| 6 | RVMD | REVOLUTION MEDICINES INC | $9.6M | 6.04% | 51,053 | 新建仓 |
| 7 | DFTX | DEFINIUM THERAPEUTICS INC | $8.9M | 5.59% | 188,282 | 减持 |
| 8 | VIR | VIR BIOTECHNOLOGY INC | $8.7M | 5.49% | 853,685 | 增持 |
| 9 | IMVT | IMMUNOVANT INC | $8.0M | 5.07% | 208,368 | 减持 |
| 10 | URGN | UROGEN PHARMA LTD | $7.0M | 4.45% | 191,313 | 减持 |
| 11 | CLYM | CLIMB BIO INC | $6.8M | 4.29% | 521,082 | 增持 |
| 12 | ANL | ADLAI NORTYE LTD | $6.4M | 4.01% | 552,501 | 增持 |
| 13 | SVRA | SAVARA INC | $6.0M | 3.80% | 977,460 | 减持 |
| 14 | MPLT | MAPLIGHT THERAPEUTICS INC | $4.5M | 2.84% | 125,432 | 减持 |
| 15 | ORIC | ORIC PHARMACEUTICALS INC | $4.4M | 2.78% | 406,077 | 增持 |
| 16 | PCVX | VAXCYTE INC | $3.9M | 2.45% | 66,793 | 减持 |
| 17 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.9M | 2.45% | 7,172 | 增持 |
| 18 | ONC | BEONE MEDICINES LTD | $3.5M | 2.21% | 12,273 | 新建仓 |
| 19 | CABA | CABALETTA BIO INC | $3.5M | 2.20% | 1.3M | 增持 |
| 20 | ZLAB | ZAI LAB LTD | $3.0M | 1.87% | 155,813 | 减持 |
| 21 | SION | SIONNA THERAPEUTICS INC | $2.8M | 1.75% | 63,156 | 减持 |
| 22 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.1M | 1.35% | 30,456 | 增持 |
| 23 | ACRS | ACLARIS THERAPEUTICS INC | $1.4M | 0.86% | 257,675 | 减持 |
| 24 | HELP | CYBIN INC | $1.4M | 0.85% | 204,424 | 新建仓 |
| 25 | KNSA | KINIKSA PHARMACEUTICALS INTL | $1.2M | 0.76% | 18,867 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR