Superstring Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Superstring Capital Management LP reported 35 stock positions worth $140.0 million. Its top holding was Summit Therapeutics (SMMT) at 12.1% of the portfolio, followed by Immunovant (IMVT, 6.3%) and Cogent Biosciences (COGT, 6.2%). Compared with Q4 2025, it opened 14 new positions, sold out of 24, added to 8 and reduced 12. The biggest buy was a new position in Summit Therapeutics (SMMT) and the biggest sale an exit from Cidara Therapeutics (CDTX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001931118
- Portfolio Value
- $140.0M (Q1 2026)
- SEC Filing
- 0001931118-26-000008 ↗ filed May 14, 2026
Holdings Value
Holdings 35 stocks · $140.0M
| SMMT Summit Therapeutics Inc. | 12.09% | 892,873 | $16.9M | New |
| IMVT Immunovant Inc. | 6.35% | 357,606 | $8.9M | Add +23.9% |
| COGT Cogent Biosciences Inc. | 6.19% | 225,158 | $8.7M | Reduce -38.5% |
| SVRA Savara Inc. | 6.19% | 1,585,977 | $8.7M | Add +59.3% |
| URGN Urogen Pharma Ltd. | 4.98% | 387,371 | $7.0M | Reduce -46.1% |
| DFTX Definium Therapeutics Inc. | 4.75% | 351,461 | $6.6M | Reduce -17.3% |
| VIR Vir Biotechnology Inc. | 4.68% | 730,548 | $6.5M | New |
| PCVX Vaxcyte Inc. | 4.59% | 110,454 | $6.4M | New |
| CLDX Celldex Therapeutics Inc. | 4.08% | 180,048 | $5.7M | Add +103.9% |
| SION Sionna Therapeutics Inc. | 4.04% | 141,024 | $5.7M | Reduce -21.9% |
| GMAB Genmab A/S -SP ADR | 3.77% | 196,709 | $5.3M | Add +574.5% |
| ZLAB Zai Lab Ltd.-ADR | 3.71% | 275,818 | $5.2M | Add +40.1% |
| VRTX Vertex Pharmaceuticals Inc. | 3.51% | 11,010 | $4.9M | New |
| IQV Iqvia Holdings Inc. | 3.13% | 25,668 | $4.4M | New |
| MPLT Maplight Therapeutics Inc. | 2.79% | 192,139 | $3.9M | New |
| ARVN Arvinas Inc. | 2.37% | 312,620 | $3.3M | New |
| ORKA Oruka Therapeutics Inc. | 2.23% | 63,591 | $3.1M | New |
| UTHR United Therapeutics Corp. | 2.20% | 5,186 | $3.1M | Reduce -45.1% |
| TVTX Travere Therapeutics Inc. | 2.18% | 102,754 | $3.1M | Add +170.3% |
| TRVI Trevi Therapeutics Inc. | 2.14% | 251,566 | $3.0M | Add +69.6% |
| ANL Adlai Nortye Group Ltd. | 2.05% | 414,852 | $2.9M | New |
| CABA Cabaletta Bio Inc. | 2.05% | 1,066,239 | $2.9M | Reduce -52.7% |
| PFE Pfizer Inc. | 1.48% | 74,000 | $2.1M | New |
| AXSM Axsome Therapeutics Inc. | 1.35% | 11,217 | $1.9M | Reduce -70.0% |
| ORIC Oric Pharmaceuticals Inc. | 1.04% | 115,234 | $1.5M | Reduce -54.9% |
| ACRS Aclaris Therapeutics Inc. | 0.98% | 366,490 | $1.4M | New |
| CLYM Climb Bio Inc. | 0.97% | 199,209 | $1.4M | New |
| TSHA Taysha Gene Therapies Inc. | 0.82% | 258,269 | $1.2M | Reduce -73.7% |
| DRUG Bright Minds Biosciences Inc. | 0.69% | 13,311 | $971K | Reduce -71.8% |
| TNXP Tonix Pharmaceuticals Holdin | 0.62% | 63,540 | $874K | New |
| CGEM Cullinan Therapeutics Inc. | 0.60% | 59,484 | $845K | New |
| TARA Protara Therapeutic Inc. | 0.45% | 121,457 | $633K | Reduce -66.3% |
| PTN Palatin Technologies Inc. | 0.45% | 35,969 | $627K | Add +5.9% |
| BMEA Biomea Fusion Inc. | 0.27% | 250,000 | $383K | No change |
| IPSC Century Therapeutics Inc. | 0.19% | 119,308 | $270K | Reduce -74.2% |
Portfolio Sells Q4 2025 → Q1 2026
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −10.06 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −9.60 |
| DVAX Dynavax Technologies Corp. | Sold out | 0.00% | −4.33 |
| URGN Urogen Pharma Ltd. | Reduce -46.1% | 4.98% | −4.03 |
| OCUL Ocular Therapeutix Inc. | Sold out | 0.00% | −2.72 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −2.69 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −2.34 |
| AXSM Axsome Therapeutics Inc. | Reduce -70.0% | 1.35% | −2.31 |
| BLTE Belite Bio Inc. - ADR | Sold out | 0.00% | −2.12 |
| TSHA Taysha Gene Therapies Inc. | Reduce -73.7% | 0.82% | −2.06 |
| ZBIO Zenas Biopharma Inc. | Sold out | 0.00% | −1.62 |
| QUINCE THERAPEUTICS INC | Sold out | 0.00% | −1.54 |
| AVTX Avalo Therapeutics Inc. | Sold out | 0.00% | −1.49 |
| CAPR Capricor Therapeutics Inc. | Sold out | 0.00% | −1.49 |
| PVLA Palvella Therapeutics Inc. | Sold out | 0.00% | −1.43 |
| DRUG Bright Minds Biosciences Inc. | Reduce -71.8% | 0.69% | −1.28 |
| ASMB Assembly Biosciences Inc. | Sold out | 0.00% | −1.19 |
| TYRA Tyra Biosciences Inc. | Sold out | 0.00% | −0.83 |
| COGT Cogent Biosciences Inc. | Reduce -38.5% | 6.19% | −0.77 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.72 |
| RZLT Rezolute Inc. | Sold out | 0.00% | −0.65 |
| CABA Cabaletta Bio Inc. | Reduce -52.7% | 2.05% | −0.59 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −0.58 |
| TARA Protara Therapeutic Inc. | Reduce -66.3% | 0.45% | −0.58 |
| SPRB Spruce Biosciences Inc. | Sold out | 0.00% | −0.57 |
| AARD Aardvark Therapeutics Inc. | Sold out | 0.00% | −0.49 |
| PALI Palisade Bio Inc. | Sold out | 0.00% | −0.46 |
| FULC Fulcrum Therapeutics Inc. | Sold out | 0.00% | −0.44 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.39 |
| UTHR United Therapeutics Corp. | Reduce -45.1% | 2.20% | −0.27 |
| IVA Inventiva SA - ADR | Sold out | 0.00% | −0.25 |
| ORIC Oric Pharmaceuticals Inc. | Reduce -54.9% | 1.04% | −0.08 |
| IPSC Century Therapeutics Inc. | Reduce -74.2% | 0.19% | −0.05 |
| ENTX Entera Bio Ltd. | Sold out | 0.00% | −0.02 |
| SION Sionna Therapeutics Inc. | Reduce -21.9% | 4.04% | +0.06 |
| DFTX Definium Therapeutics Inc. | Reduce -17.3% | 4.75% | +1.70 |
Portfolio Buys Q4 2025 → Q1 2026
| SMMT Summit Therapeutics Inc. | New | 12.09% | +12.09 |
| VIR Vir Biotechnology Inc. | New | 4.68% | +4.68 |
| PCVX Vaxcyte Inc. | New | 4.59% | +4.59 |
| VRTX Vertex Pharmaceuticals Inc. | New | 3.51% | +3.51 |
| GMAB Genmab A/S -SP ADR | Add +574.5% | 3.77% | +3.29 |
| IQV Iqvia Holdings Inc. | New | 3.13% | +3.13 |
| SVRA Savara Inc. | Add +59.3% | 6.19% | +2.97 |
| CLDX Celldex Therapeutics Inc. | Add +103.9% | 4.08% | +2.80 |
| MPLT Maplight Therapeutics Inc. | New | 2.79% | +2.79 |
| IMVT Immunovant Inc. | Add +23.9% | 6.35% | +2.42 |
| ARVN Arvinas Inc. | New | 2.37% | +2.37 |
| ORKA Oruka Therapeutics Inc. | New | 2.23% | +2.23 |
| ANL Adlai Nortye Group Ltd. | New | 2.05% | +2.05 |
| ZLAB Zai Lab Ltd.-ADR | Add +40.1% | 3.71% | +1.85 |
| PFE Pfizer Inc. | New | 1.48% | +1.48 |
| TVTX Travere Therapeutics Inc. | Add +170.3% | 2.18% | +1.40 |
| TRVI Trevi Therapeutics Inc. | Add +69.6% | 2.14% | +1.15 |
| ACRS Aclaris Therapeutics Inc. | New | 0.98% | +0.98 |
| CLYM Climb Bio Inc. | New | 0.97% | +0.97 |
| TNXP Tonix Pharmaceuticals Holdin | New | 0.62% | +0.62 |
| CGEM Cullinan Therapeutics Inc. | New | 0.60% | +0.60 |
| PTN Palatin Technologies Inc. | Add +5.9% | 0.45% | +0.17 |
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 |