Superstring Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Superstring Capital Management LP reported 39 stock positions worth $79.3 million. Its top holding was Cytokinetics (CYTK) at 12.8% of the portfolio, followed by Legend Biotech Corp.-ADR (LEGN, 8.6%) and Terns Pharmaceuticals (TERN, 8.2%). Compared with Q1 2024, it opened 21 new positions, sold out of 19, added to 4 and reduced 13. The biggest buy was a new position in Legend Biotech Corp.-ADR (LEGN) and the biggest sale an exit from Ideaya Biosciences (IDYA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001931118
- Portfolio Value
- $79.3M (Q2 2024)
- SEC Filing
- 0001931118-24-000009 ↗ filed Aug 14, 2024
Holdings Value
Holdings 39 stocks · $79.3M
| CYTK Cytokinetics Inc. | 12.81% | 187,633 | $10.2M | Reduce -32.7% |
| LEGN Legend Biotech Corp.-ADR | 8.64% | 154,665 | $6.9M | New |
| TERN Terns Pharmaceuticals Inc. | 8.21% | 956,542 | $6.5M | New |
| BBIO Bridgebio Pharma Inc. | 7.02% | 219,837 | $5.6M | Reduce -37.8% |
| ETNB 89BIO Inc. | 6.87% | 680,403 | $5.5M | Reduce -27.7% |
| NKTX Nkarta Inc. | 6.53% | 875,999 | $5.2M | Reduce -26.3% |
| ZLAB Zai Lab Ltd.-ADR | 4.70% | 215,178 | $3.7M | New |
| KROS Keros Therapeutics Inc. | 4.28% | 74,288 | $3.4M | Add +119.6% |
| ACLX Arcellx Inc. | 4.11% | 59,133 | $3.3M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 3.64% | 111,133 | $2.9M | New |
| CRBP Corbus Pharmaceuticals Holdi | 3.22% | 56,468 | $2.6M | New |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 2.25% | 12,508 | $1.8M | New |
| FATE Fate Therapeutics Inc. | 2.06% | 497,360 | $1.6M | Reduce -46.0% |
| ALLO Allogene Therapeutics Inc. | 2.03% | 689,912 | $1.6M | Add +32.4% |
| PYXS Pyxis Oncology Inc. | 2.02% | 484,443 | $1.6M | Reduce -1.9% |
| APGE Apogee Therapeutics Inc. | 1.83% | 36,928 | $1.5M | Reduce -17.7% |
| CTMX Cytomx Therapeutics Inc. | 1.77% | 1,151,518 | $1.4M | Add +69.5% |
| NAMS Newamsterdam Pharma Co. NV | 1.55% | 64,213 | $1.2M | New |
| TRML Tourmaline Bio Inc. | 1.54% | 95,229 | $1.2M | Add +36.1% |
| NVCR Novocure Ltd. | 1.44% | 66,892 | $1.1M | New |
| SYRE Spyre Therapeutics Inc. | 1.35% | 45,571 | $1.1M | New |
| CABA Cabaletta Bio Inc. | 1.32% | 139,895 | $1.0M | Reduce -51.9% |
| TNGX Tango Therapeutics Inc. | 1.25% | 115,571 | $992K | New |
| ALLK Allakos LLC | 1.19% | 940,578 | $941K | Reduce -23.8% |
| CATX Perspective Therapeutics Inc. | 1.10% | 87,638 | $874K | New |
| SVRA Savara Inc. | 1.02% | 200,000 | $806K | Reduce -90.3% |
| BMEA Biomea Fusion Inc. | 0.95% | 167,110 | $752K | New |
| KURA Kura Oncology Inc. | 0.94% | 36,242 | $746K | New |
| ZURA Zura Bio Ltd. | 0.69% | 156,626 | $548K | New |
| ATYR Atyr Pharma Inc. | 0.62% | 313,028 | $488K | New |
| PEPG Pepgen Inc. | 0.59% | 29,249 | $467K | Reduce -74.4% |
| KPTI Karyopharm Therapeutics Inc. | 0.58% | 534,485 | $464K | New |
| EYPT Eyepoint Inc. | 0.41% | 37,838 | $329K | New |
| MRNS Marinus Pharmaceuticals Inc. | 0.39% | 261,861 | $306K | Reduce -53.7% |
| MERSANA THERAPEUTICS INC | 0.28% | 110,073 | $221K | New |
| LAKESHORE BIOPHARMA CO LTD | 0.25% | 307,920 | $200K | No change |
| CMPS Compass Pathways PLC | 0.25% | 32,497 | $196K | New |
| SYRS Syros Pharmaceuticals Inc. | 0.25% | 37,789 | $195K | New |
| SPRB Spruce Biosciences Inc. | 0.05% | 77,992 | $40K | Reduce -82.3% |
Portfolio Sells Q1 2024 → Q2 2024
| IDYA Ideaya Biosciences Inc. | Sold out | 0.00% | −6.30 |
| SVRA Savara Inc. | Reduce -90.3% | 1.02% | −5.78 |
| DAWN Day One Biopharmaceuticals I | Sold out | 0.00% | −3.82 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −3.70 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −3.47 |
| MRNS Marinus Pharmaceuticals Inc. | Reduce -53.7% | 0.39% | −2.99 |
| URGN Urogen Pharma Ltd. | Sold out | 0.00% | −2.86 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −2.76 |
| FATE Fate Therapeutics Inc. | Reduce -46.0% | 2.06% | −2.41 |
| AEROVATE THERAPEUTICS INC | Sold out | 0.00% | −2.16 |
| NKTX Nkarta Inc. | Reduce -26.3% | 6.53% | −1.97 |
| CABA Cabaletta Bio Inc. | Reduce -51.9% | 1.32% | −1.96 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −1.93 |
| DYN Dyne Therapeutics Inc. | Sold out | 0.00% | −1.87 |
| PRAX Praxis Precision Medicines I | Sold out | 0.00% | −1.62 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −1.27 |
| ANNX Annexon Inc. | Sold out | 0.00% | −0.74 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.62 |
| LYRA Lyra Therapeutics Inc. | Sold out | 0.00% | −0.60 |
| INZY Inozyme Pharma Inc. | Sold out | 0.00% | −0.57 |
| PEPG Pepgen Inc. | Reduce -74.4% | 0.59% | −0.52 |
| ETNB 89BIO Inc. | Reduce -27.7% | 6.87% | −0.37 |
| AUPH Aurinia Pharmaceuticals Inc. | Sold out | 0.00% | −0.33 |
| KALV Kalvista Pharmaceuticals Inc. | Sold out | 0.00% | −0.25 |
| ALPN Alpine Immune Sciences Inc. | Sold out | 0.00% | −0.24 |
| BBIO Bridgebio Pharma Inc. | Reduce -37.8% | 7.02% | −0.21 |
| SPRB Spruce Biosciences Inc. | Reduce -82.3% | 0.05% | −0.18 |
| APGE Apogee Therapeutics Inc. | Reduce -17.7% | 1.83% | −0.14 |
| SY So-Young International-ADR | Sold out | 0.00% | −0.13 |
| CYTK Cytokinetics Inc. | Reduce -32.7% | 12.81% | −0.12 |
| ALLK Allakos LLC | Reduce -23.8% | 1.19% | +0.16 |
| PYXS Pyxis Oncology Inc. | Reduce -1.9% | 2.02% | +0.63 |
Portfolio Buys Q1 2024 → Q2 2024
| LEGN Legend Biotech Corp.-ADR | New | 8.64% | +8.64 |
| TERN Terns Pharmaceuticals Inc. | New | 8.21% | +8.21 |
| ZLAB Zai Lab Ltd.-ADR | New | 4.70% | +4.70 |
| ACLX Arcellx Inc. | New | 4.11% | +4.11 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 3.64% | +3.64 |
| CRBP Corbus Pharmaceuticals Holdi | New | 3.22% | +3.22 |
| KROS Keros Therapeutics Inc. | Add +119.6% | 4.28% | +2.80 |
| ONC Beone Medicines Ltd.-ADR | New | 2.25% | +2.25 |
| NAMS Newamsterdam Pharma Co. NV | New | 1.55% | +1.55 |
| NVCR Novocure Ltd. | New | 1.44% | +1.44 |
| SYRE Spyre Therapeutics Inc. | New | 1.35% | +1.35 |
| TNGX Tango Therapeutics Inc. | New | 1.25% | +1.25 |
| CATX Perspective Therapeutics Inc. | New | 1.10% | +1.10 |
| BMEA Biomea Fusion Inc. | New | 0.95% | +0.95 |
| KURA Kura Oncology Inc. | New | 0.94% | +0.94 |
| CTMX Cytomx Therapeutics Inc. | Add +69.5% | 1.77% | +0.79 |
| ZURA Zura Bio Ltd. | New | 0.69% | +0.69 |
| ATYR Atyr Pharma Inc. | New | 0.62% | +0.62 |
| KPTI Karyopharm Therapeutics Inc. | New | 0.58% | +0.58 |
| ALLO Allogene Therapeutics Inc. | Add +32.4% | 2.03% | +0.49 |
| TRML Tourmaline Bio Inc. | Add +36.1% | 1.54% | +0.48 |
| EYPT Eyepoint Inc. | New | 0.41% | +0.41 |
| MERSANA THERAPEUTICS INC | New | 0.28% | +0.28 |
| CMPS Compass Pathways PLC | New | 0.25% | +0.25 |
| SYRS Syros Pharmaceuticals Inc. | New | 0.25% | +0.25 |
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 |