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Superstring Capital Management LP

CIK 1931118 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Superstring Capital Management LP reported 32 US-listed holdings worth $158.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Cogent Biosciences Inc. (8.4%), Axsome Therapeutics Inc. (8.3%) and Genmab A/S (7.5%). Against the quarter before, it opened 8 positions, added to 13, trimmed 9 and sold out of 11.

Reported holdings$158.4M+13.2% on Q1 2026
Positions32-3 on Q1 2026
The largest ten63.8%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
COGT8.4%AXSM8.3%GMAB7.5%CLDX6.8%TRVI6.2%RVMD6.0%DFTX5.6%VIR5.5%IMVT5.1%URGN4.4%CLYM4.3%ANL4.0%SVRA3.8%MPLT2.8%18 more21.3%

The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $111.8 million in 27 positions$112MQ3 24Q4 2024: $113.9 million in 38 positions$114MQ4 24Q1 2025: $83.8 million in 33 positions$83.8MQ1 25Q2 2025: $80.3 million in 35 positions$80.3MQ2 25Q3 2025: $101.5 million in 35 positions$102MQ3 25Q4 2025: $186.8 million in 45 positions$187MQ4 25Q1 2026: $140.0 million in 35 positions$140MQ1 26Q2 2026: $158.4 million in 32 positions$158MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +113.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90135180225Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +113.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 8Added 13Held 2Trimmed 9Sold out 11
Opened: 8Added: 13Held: 2Trimmed: 9Sold out: 11

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Revolution Medicines, Inc. RVMD$9.6 million
  2. Beigene, Ltd ONC$3.5 million
  3. Cybin Inc. HELP$1.4 million
  4. Kiniksa Pharmaceuticals Intl KNSA$1.2 million
  5. Roivant Sciences Ltd. ROIV$906,798
  6. Sensei Biotherapeutics Inc. FTH$354,375
  7. Boundless Bio Inc. BOLD$138,390
  8. Vyne Therapeutics Inc. VYNE$39,868

Added to 13

  1. Axsome Therapeutics Inc. AXSM+42,699 shares · +381%
  2. Genmab A/S GMAB+233,891 shares · +119%
  3. Trevi Therapeutics Inc. TRVI+272,658 shares · +108%
  4. Cogent Biosciences Inc. COGT+118,126 shares · +52%
  5. Eliem Therapeutics Inc. CLYM+321,873 shares · +162%
  6. Celldex Therapeutics Inc. CLDX+107,535 shares · +60%
  7. Oric Pharmaceuticals Inc. ORIC+290,843 shares · +252%
  8. Adlai Nortye Ltd ANL+137,649 shares · +33%

and 5 more in the table below

Trimmed 9

  1. Definium Therapeutics Inc. DFTX-163,179 shares · -46%
  2. Urogen Pharma Ltd URGN-196,058 shares · -51%
  3. Immunovant Inc. IMVT-149,238 shares · -42%
  4. Savara Inc. SVRA-608,517 shares · -38%
  5. Sionna Therapeutics Inc SION-77,868 shares · -55%
  6. Vaxcyte Inc. PCVX-43,661 shares · -40%
  7. Maplight Therapeutics Inc. MPLT-66,707 shares · -35%
  8. Zai Lab Limited ZLAB-120,005 shares · -44%

and 1 more in the table below

Sold out of 11

  1. Summit Therapeutics Inc. SMMT$16.9 million last quarter
  2. Vertex Pharmaceuticals Inc. VRTX$4.9 million last quarter
  3. IQVIA Holdings Inc. IQV$4.4 million last quarter
  4. Arvinas Inc. ARVN$3.3 million last quarter
  5. Oruka Therapeutics Inc. ORKA$3.1 million last quarter
  6. Travere Therapeutics Inc. TVTX$3.1 million last quarter
  7. Pfizer Inc. PFE$2.1 million last quarter
  8. Taysha Gene Therapies Inc. TSHA$1.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Cogent Biosciences Inc. COGT343.3K$13.3 million8.39%+118.1K
Axsome Therapeutics Inc. AXSM53.9K$13.2 million8.33%+42.7K
Genmab A/S GMAB430.6K$11.8 million7.47%+233.9K
Celldex Therapeutics Inc. CLDX287.6K$10.7 million6.76%+107.5K
Trevi Therapeutics Inc. TRVI524.2K$9.8 million6.17%+272.7K
Revolution Medicines, Inc. RVMD51.1K$9.6 million6.04%new
Definium Therapeutics Inc. DFTX188.3K$8.9 million5.59%-163.2K
Vir Biotechnology, Inc. VIR853.7K$8.7 million5.49%+123.1K
Immunovant Inc. IMVT208.4K$8.0 million5.07%-149.2K
Urogen Pharma Ltd URGN191.3K$7.0 million4.45%-196.1K
Eliem Therapeutics Inc. CLYM521.1K$6.8 million4.29%+321.9K
Adlai Nortye Ltd ANL552.5K$6.4 million4.01%+137.6K
Savara Inc. SVRA977.5K$6.0 million3.80%-608.5K
Maplight Therapeutics Inc. MPLT125.4K$4.5 million2.84%-66.7K
Oric Pharmaceuticals Inc. ORIC406.1K$4.4 million2.78%+290.8K
United Therapeutics Corp. UTHR7.2K$3.9 million2.45%+2.0K
Vaxcyte Inc. PCVX66.8K$3.9 million2.45%-43.7K
Beigene, Ltd ONC12.3K$3.5 million2.21%new
Cabaletta Bio Inc. CABA1.3M$3.5 million2.20%+212.4K
Zai Lab Limited ZLAB155.8K$3.0 million1.87%-120.0K
Sionna Therapeutics Inc SION63.2K$2.8 million1.75%-77.9K
Bright Minds Biosciences Inc. DRUG30.5K$2.1 million1.35%+17.1K
Aclaris Therapeutics Inc. ACRS257.7K$1.4 million0.86%-108.8K
Cybin Inc. HELP204.4K$1.4 million0.85%new
Kiniksa Pharmaceuticals Intl KNSA18.9K$1.2 million0.76%new
Roivant Sciences Ltd. ROIV25.6K$906,7980.57%new
Tonix Pharmaceuticals Hldg Co. Com New TNXP63.6K$812,1480.51%+108
Protara Therapeutics Inc. TARA121.5K$463,9660.29%no change
Sensei Biotherapeutics Inc. FTH14.2K$354,3750.22%new
Boundless Bio Inc. BOLD55.4K$138,3900.09%new
Biomea Fusion Inc. BMEA250.0K$85,3060.05%no change
Vyne Therapeutics Inc. VYNE61.3K$39,8680.03%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.