Superstring Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Superstring Capital Management LP reported 37 stock positions worth $151.2 million. Its top holding was Cytokinetics (CYTK) at 12.9% of the portfolio, followed by Nkarta (NKTX, 8.5%) and 89BIO (ETNB, 7.2%). Compared with Q4 2023, it opened 17 new positions, sold out of 10, added to 12 and reduced 7. The biggest buy was Nkarta (NKTX, shares +242%) and the biggest sale an exit from Immunogen (IMGN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001931118
- Portfolio Value
- $151.2M (Q1 2024)
- SEC Filing
- 0001931118-24-000007 ↗ filed May 15, 2024
Holdings Value
Holdings 37 stocks · $151.2M
| CYTK Cytokinetics Inc. | 12.93% | 278,915 | $19.6M | Add +57.0% |
| NKTX Nkarta Inc. | 8.50% | 1,189,193 | $12.9M | Add +242.3% |
| ETNB 89BIO Inc. | 7.24% | 941,287 | $11.0M | Reduce -7.8% |
| BBIO Bridgebio Pharma Inc. | 7.23% | 353,507 | $10.9M | Add +71.3% |
| SVRA Savara Inc. | 6.80% | 2,065,144 | $10.3M | Add +153.6% |
| IDYA Ideaya Biosciences Inc. | 6.30% | 217,070 | $9.5M | Reduce -13.6% |
| FATE Fate Therapeutics Inc. | 4.47% | 920,476 | $6.8M | Add +8.6% |
| DAWN Day One Biopharmaceuticals I | 3.82% | 349,679 | $5.8M | Reduce -7.9% |
| ROIV Roivant Sciences Ltd. | 3.70% | 531,019 | $5.6M | Add +62.8% |
| IONS Ionis Pharmaceuticals Inc. | 3.47% | 120,896 | $5.2M | Reduce -36.2% |
| MRNS Marinus Pharmaceuticals Inc. | 3.38% | 565,550 | $5.1M | Add +22.3% |
| CABA Cabaletta Bio Inc. | 3.28% | 290,797 | $5.0M | New |
| URGN Urogen Pharma Ltd. | 2.86% | 288,267 | $4.3M | Add +12.9% |
| VRNA Verona Pharma Ltd. | 2.76% | 259,383 | $4.2M | Add +109.1% |
| AEROVATE THERAPEUTICS INC | 2.16% | 110,264 | $3.3M | New |
| APGE Apogee Therapeutics Inc. | 1.97% | 44,868 | $3.0M | New |
| AXSM Axsome Therapeutics Inc. | 1.93% | 36,607 | $2.9M | Add +126.3% |
| DYN Dyne Therapeutics Inc. | 1.87% | 99,822 | $2.8M | New |
| PRAX Praxis Precision Medicines I | 1.62% | 40,119 | $2.4M | New |
| ALLO Allogene Therapeutics Inc. | 1.54% | 521,249 | $2.3M | Add +134.7% |
| KROS Keros Therapeutics Inc. | 1.48% | 33,828 | $2.2M | Reduce -54.7% |
| PYXS Pyxis Oncology Inc. | 1.39% | 493,759 | $2.1M | New |
| ASND Ascendis Pharma A/S | 1.27% | 12,754 | $1.9M | New |
| PEPG Pepgen Inc. | 1.11% | 114,385 | $1.7M | New |
| TRML Tourmaline Bio Inc. | 1.06% | 69,972 | $1.6M | New |
| ALLK Allakos LLC | 1.03% | 1,233,739 | $1.6M | New |
| CTMX Cytomx Therapeutics Inc. | 0.98% | 679,403 | $1.5M | New |
| ANNX Annexon Inc. | 0.74% | 155,728 | $1.1M | New |
| RNAM Avidity Biosciences Inc. | 0.62% | 37,031 | $945K | New |
| LYRA Lyra Therapeutics Inc. | 0.60% | 145,284 | $904K | New |
| INZY Inozyme Pharma Inc. | 0.57% | 112,739 | $864K | Reduce -9.0% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.33% | 98,691 | $494K | New |
| KALV Kalvista Pharmaceuticals Inc. | 0.25% | 32,025 | $380K | New |
| ALPN Alpine Immune Sciences Inc. | 0.24% | 9,038 | $358K | New |
| SPRB Spruce Biosciences Inc. | 0.23% | 440,225 | $346K | Add +270.5% |
| LAKESHORE BIOPHARMA CO LTD filed as YS BIOPHARMA CO LTD | 0.14% | 307,920 | $216K | No change |
| SY So-Young International-ADR | 0.13% | 182,742 | $199K | Reduce -77.0% |
Portfolio Sells Q4 2023 → Q1 2024
| IMGN Immunogen Inc. | Sold out | 0.00% | −12.66 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −6.21 |
| IMVT Immunovant Inc. | Sold out | 0.00% | −6.12 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -36.2% | 3.47% | −3.38 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −2.76 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −2.43 |
| SLRN Acelyrin Inc. | Sold out | 0.00% | −1.90 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −1.42 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −1.40 |
| ETNB 89BIO Inc. | Reduce -7.8% | 7.24% | −0.90 |
| KROS Keros Therapeutics Inc. | Reduce -54.7% | 1.48% | −0.64 |
| IMTX Immatics NV | Sold out | 0.00% | −0.60 |
| SY So-Young International-ADR | Reduce -77.0% | 0.13% | −0.58 |
| FUSN Fusion Pharmaceuticals Inc. | Sold out | 0.00% | −0.31 |
| DAWN Day One Biopharmaceuticals I | Reduce -7.9% | 3.82% | −0.14 |
| IDYA Ideaya Biosciences Inc. | Reduce -13.6% | 6.30% | −0.08 |
| INZY Inozyme Pharma Inc. | Reduce -9.0% | 0.57% | +0.19 |
Portfolio Buys Q4 2023 → Q1 2024
| NKTX Nkarta Inc. | Add +242.3% | 8.50% | +6.86 |
| SVRA Savara Inc. | Add +153.6% | 6.80% | +4.07 |
| CABA Cabaletta Bio Inc. | New | 3.28% | +3.28 |
| CYTK Cytokinetics Inc. | Add +57.0% | 12.93% | +2.35 |
| FATE Fate Therapeutics Inc. | Add +8.6% | 4.47% | +2.20 |
| AEROVATE THERAPEUTICS INC | New | 2.16% | +2.16 |
| APGE Apogee Therapeutics Inc. | New | 1.97% | +1.97 |
| DYN Dyne Therapeutics Inc. | New | 1.87% | +1.87 |
| PRAX Praxis Precision Medicines I | New | 1.62% | +1.62 |
| PYXS Pyxis Oncology Inc. | New | 1.39% | +1.39 |
| BBIO Bridgebio Pharma Inc. | Add +71.3% | 7.23% | +1.28 |
| ASND Ascendis Pharma A/S | New | 1.27% | +1.27 |
| PEPG Pepgen Inc. | New | 1.11% | +1.11 |
| ROIV Roivant Sciences Ltd. | Add +62.8% | 3.70% | +1.09 |
| TRML Tourmaline Bio Inc. | New | 1.06% | +1.06 |
| ALLO Allogene Therapeutics Inc. | Add +134.7% | 1.54% | +1.03 |
| ALLK Allakos LLC | New | 1.03% | +1.03 |
| AXSM Axsome Therapeutics Inc. | Add +126.3% | 1.93% | +1.01 |
| VRNA Verona Pharma Ltd. | Add +109.1% | 2.76% | +1.00 |
| CTMX Cytomx Therapeutics Inc. | New | 0.98% | +0.98 |
| ANNX Annexon Inc. | New | 0.74% | +0.74 |
| RNAM Avidity Biosciences Inc. | New | 0.62% | +0.62 |
| LYRA Lyra Therapeutics Inc. | New | 0.60% | +0.60 |
| AUPH Aurinia Pharmaceuticals Inc. | New | 0.33% | +0.33 |
| KALV Kalvista Pharmaceuticals Inc. | New | 0.25% | +0.25 |
| ALPN Alpine Immune Sciences Inc. | New | 0.24% | +0.24 |
| URGN Urogen Pharma Ltd. | Add +12.9% | 2.86% | +0.12 |
| SPRB Spruce Biosciences Inc. | Add +270.5% | 0.23% | −0.02 |
| MRNS Marinus Pharmaceuticals Inc. | Add +22.3% | 3.38% | −0.21 |
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 |