Superstring Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Superstring Capital Management LP reported 32 stock positions worth $158.4 million. Its top holding was Cogent Biosciences (COGT) at 8.4% of the portfolio, followed by Axsome Therapeutics (AXSM, 8.3%) and Genmab A/S -SP ADR (GMAB, 7.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 11, added to 13 and reduced 9. The biggest buy was Axsome Therapeutics (AXSM, shares +381%) and the biggest sale an exit from Summit Therapeutics (SMMT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001931118
- Portfolio Value
- $158.4M (Q2 2026)
- SEC Filing
- 0001931118-26-000009 ↗ filed Aug 14, 2026
Holdings Value
Holdings 32 stocks · $158.4M
| COGT Cogent Biosciences Inc. | 8.39% | 343,284 | $13.3M | Add +52.5% |
| AXSM Axsome Therapeutics Inc. | 8.33% | 53,916 | $13.2M | Add +380.7% |
| GMAB Genmab A/S -SP ADR | 7.47% | 430,600 | $11.8M | Add +118.9% |
| CLDX Celldex Therapeutics Inc. | 6.76% | 287,583 | $10.7M | Add +59.7% |
| TRVI Trevi Therapeutics Inc. | 6.17% | 524,224 | $9.8M | Add +108.4% |
| RVMD Revolution Medicines Inc. | 6.04% | 51,053 | $9.6M | New |
| DFTX Definium Therapeutics Inc. | 5.59% | 188,282 | $8.9M | Reduce -46.4% |
| VIR Vir Biotechnology Inc. | 5.49% | 853,685 | $8.7M | Add +16.9% |
| IMVT Immunovant Inc. | 5.07% | 208,368 | $8.0M | Reduce -41.7% |
| URGN Urogen Pharma Ltd. | 4.45% | 191,313 | $7.0M | Reduce -50.6% |
| CLYM Climb Bio Inc. | 4.29% | 521,082 | $6.8M | Add +161.6% |
| ANL Adlai Nortye Group Ltd. | 4.01% | 552,501 | $6.4M | Add +33.2% |
| SVRA Savara Inc. | 3.80% | 977,460 | $6.0M | Reduce -38.4% |
| MPLT Maplight Therapeutics Inc. | 2.84% | 125,432 | $4.5M | Reduce -34.7% |
| ORIC Oric Pharmaceuticals Inc. | 2.78% | 406,077 | $4.4M | Add +252.4% |
| UTHR United Therapeutics Corp. | 2.45% | 7,172 | $3.9M | Add +38.3% |
| PCVX Vaxcyte Inc. | 2.45% | 66,793 | $3.9M | Reduce -39.5% |
| ONC Beone Medicines Ltd.-ADR | 2.21% | 12,273 | $3.5M | New |
| CABA Cabaletta Bio Inc. | 2.20% | 1,278,652 | $3.5M | Add +19.9% |
| ZLAB Zai Lab Ltd.-ADR | 1.87% | 155,813 | $3.0M | Reduce -43.5% |
| SION Sionna Therapeutics Inc. | 1.75% | 63,156 | $2.8M | Reduce -55.2% |
| DRUG Bright Minds Biosciences Inc. | 1.35% | 30,456 | $2.1M | Add +128.8% |
| ACRS Aclaris Therapeutics Inc. | 0.86% | 257,675 | $1.4M | Reduce -29.7% |
| HELP Cybin Inc. | 0.85% | 204,424 | $1.4M | New |
| KNSA Kiniksa Pharmaceuticals Inte | 0.76% | 18,867 | $1.2M | New |
| ROIV Roivant Sciences Ltd. | 0.57% | 25,623 | $907K | New |
| TNXP Tonix Pharmaceuticals Holdin | 0.51% | 63,648 | $812K | Add +0.2% |
| TARA Protara Therapeutic Inc. | 0.29% | 121,457 | $464K | No change |
| FTH Faeth Therapeutics Inc. | 0.22% | 14,175 | $354K | New |
| BOLD Boundless Bio Inc. | 0.09% | 55,356 | $138K | New |
| BMEA Biomea Fusion Inc. | 0.05% | 250,000 | $85K | No change |
| VYNE THERAPEUTICS INC | 0.03% | 61,269 | $40K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SMMT Summit Therapeutics Inc. | Sold out | 0.00% | −12.09 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −3.51 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −3.13 |
| SVRA Savara Inc. | Reduce -38.4% | 3.80% | −2.38 |
| ARVN Arvinas Inc. | Sold out | 0.00% | −2.37 |
| SION Sionna Therapeutics Inc. | Reduce -55.2% | 1.75% | −2.29 |
| ORKA Oruka Therapeutics Inc. | Sold out | 0.00% | −2.23 |
| TVTX Travere Therapeutics Inc. | Sold out | 0.00% | −2.18 |
| PCVX Vaxcyte Inc. | Reduce -39.5% | 2.45% | −2.13 |
| ZLAB Zai Lab Ltd.-ADR | Reduce -43.5% | 1.87% | −1.84 |
| PFE Pfizer Inc. | Sold out | 0.00% | −1.48 |
| IMVT Immunovant Inc. | Reduce -41.7% | 5.07% | −1.28 |
| TSHA Taysha Gene Therapies Inc. | Sold out | 0.00% | −0.82 |
| CGEM Cullinan Therapeutics Inc. | Sold out | 0.00% | −0.60 |
| URGN Urogen Pharma Ltd. | Reduce -50.6% | 4.45% | −0.53 |
| PTN Palatin Technologies Inc. | Sold out | 0.00% | −0.45 |
| IPSC Century Therapeutics Inc. | Sold out | 0.00% | −0.19 |
| ACRS Aclaris Therapeutics Inc. | Reduce -29.7% | 0.86% | −0.12 |
| MPLT Maplight Therapeutics Inc. | Reduce -34.7% | 2.84% | +0.05 |
| DFTX Definium Therapeutics Inc. | Reduce -46.4% | 5.59% | +0.85 |
Portfolio Buys Q1 2026 → Q2 2026
| AXSM Axsome Therapeutics Inc. | Add +380.7% | 8.33% | +6.98 |
| RVMD Revolution Medicines Inc. | New | 6.04% | +6.04 |
| TRVI Trevi Therapeutics Inc. | Add +108.4% | 6.17% | +4.03 |
| GMAB Genmab A/S -SP ADR | Add +118.9% | 7.47% | +3.70 |
| CLYM Climb Bio Inc. | Add +161.6% | 4.29% | +3.32 |
| CLDX Celldex Therapeutics Inc. | Add +59.7% | 6.76% | +2.68 |
| ONC Beone Medicines Ltd.-ADR | New | 2.21% | +2.21 |
| COGT Cogent Biosciences Inc. | Add +52.5% | 8.39% | +2.20 |
| ANL Adlai Nortye Group Ltd. | Add +33.2% | 4.01% | +1.96 |
| ORIC Oric Pharmaceuticals Inc. | Add +252.4% | 2.78% | +1.73 |
| HELP Cybin Inc. | New | 0.85% | +0.85 |
| VIR Vir Biotechnology Inc. | Add +16.9% | 5.49% | +0.82 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.76% | +0.76 |
| DRUG Bright Minds Biosciences Inc. | Add +128.8% | 1.35% | +0.66 |
| ROIV Roivant Sciences Ltd. | New | 0.57% | +0.57 |
| UTHR United Therapeutics Corp. | Add +38.3% | 2.45% | +0.26 |
| FTH Faeth Therapeutics Inc. | New | 0.22% | +0.22 |
| CABA Cabaletta Bio Inc. | Add +19.9% | 2.20% | +0.15 |
| BOLD Boundless Bio Inc. | New | 0.09% | +0.09 |
| VYNE THERAPEUTICS INC | New | 0.03% | +0.03 |
| TNXP Tonix Pharmaceuticals Holdin | Add +0.2% | 0.51% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $158.4M | COGT, AXSM, GMAB, CLDX, TRVI |
| Q1 2026 | 35 | $140.0M | SMMT, IMVT, COGT, SVRA, URGN |
| Q4 2025 | 45 | $186.8M | CDTX, TERN, URGN, COGT, DVAX |
| Q3 2025 | 35 | $101.5M | ZLAB, CDTX, TERN, ETNB, IMVT |
| Q2 2025 | 35 | $80.3M | COGT, VRNA, NBIX, TERN, RARE |
| Q1 2025 | 33 | $83.8M | ZLAB, BBIO, VRNA, LEGN, PFE |
| Q4 2024 | 38 | $113.9M | ORIC, TERN, ZLAB, NVCR, BBIO |
| Q3 2024 | 27 | $111.8M | ZLAB, CYTK, TERN, GPCR, ORIC |
| Q2 2024 | 39 | $79.3M | CYTK, LEGN, TERN, BBIO, ETNB |
| Q1 2024 | 37 | $151.2M | CYTK, NKTX, ETNB, BBIO, SVRA |