Superstring Capital Management LP
Net seller this quarter
$158M
32
-$18.1M
63.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COGT | $13.3M | 8.39% | 0.20% | +52.5% | Q4 2024 |
 AXSM | $13.2M | 8.33% | 0.10% | +380.7% | Q4 2023 |
 GMAB | $11.8M | 7.47% | Not reported | +118.9% | Q4 2025 |
 CLDX | $10.7M | 6.76% | 0.37% | +59.7% | Q4 2025 |
 TRVI | $9.78M | 6.17% | 0.37% | +108.4% | Q4 2025 |
 RVMD | $9.56M | 6.04% | 0.02% | Not reported | Q4 2025 |
 DFTX | $8.86M | 5.59% | 0.14% | -46.4% | Q1 2026 |
 VIR | $8.7M | 5.49% | 0.50% | +16.9% | Q3 2025 |
 IMVT | $8.03M | 5.07% | 0.10% | -41.7% | Q4 2023 |
 URGN | $7.04M | 4.45% | 0.39% | -50.6% | Q4 2023 |
 CLYM | $6.79M | 4.29% | 0.91% | +161.6% | Q3 2024 |
 ANL | $6.35M | 4.01% | Not reported | +33.2% | Q1 2026 |
 SVRA | $6.02M | 3.80% | 0.48% | -38.4% | Q4 2023 |
 MPLT | $4.5M | 2.84% | 0.28% | -34.7% | Q1 2026 |
 ORIC | $4.4M | 2.78% | 0.39% | +252.4% | Q3 2024 |
 UTHR | $3.89M | 2.45% | 0.02% | +38.3% | Q2 2025 |
 PCVX | $3.88M | 2.45% | 0.05% | -39.5% | Q1 2025 |
 ONC | $3.5M | 2.21% | 0.00% | Not reported | Q2 2024 |
 CABA | $3.48M | 2.20% | 0.78% | +19.9% | Q1 2024 |
 ZLAB | $2.96M | 1.87% | 0.01% | -43.5% | Q2 2024 |
 SION | $2.78M | 1.75% | 0.14% | -55.2% | Q4 2025 |
 DRUG | $2.14M | 1.35% | 0.40% | +128.8% | Q3 2025 |
 ACRS | $1.36M | 0.86% | 0.18% | -29.7% | Q1 2026 |
 HELP | $1.35M | 0.85% | 0.40% | New | Q2 2026 |
 KNSA | $1.21M | 0.76% | Not reported | New | Q2 2026 |
 ROIV | $907K | 0.57% | 0.00% | Not reported | Q4 2023 |
 TNXP | $812K | 0.51% | 0.38% | +0.2% | Q1 2026 |
 TARA | $464K | 0.29% | 0.21% | Not reported | Q4 2024 |
 FTH | $354K | 0.22% | 0.05% | New | Q2 2026 |
 BOLD | $138K | 0.09% | 0.25% | New | Q2 2026 |
 BMEA | $85.3K | 0.05% | 0.34% | Not reported | Q2 2024 |
 VYNE | $39.9K | 0.03% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
 SMMT | $16.9M | 12.09% | 0.12% | Not reported | Q4 2024 |
| IMVT | $8.88M | 6.35% | 0.18% | +23.9% | Q4 2023 |
| COGT | $8.67M | 6.19% | 0.13% | -38.5% | Q4 2024 |
| SVRA | $8.66M | 6.19% | 0.77% | +59.3% | Q4 2023 |
| URGN | $6.96M | 4.98% | 0.80% | -46.1% | Q4 2023 |
| DFTX | $6.64M | 4.75% | 0.34% | New | Q1 2026 |
| VIR | $6.55M | 4.68% | 0.45% | Not reported | Q3 2025 |
| PCVX | $6.42M | 4.59% | 0.08% | Not reported | Q1 2025 |
| CLDX | $5.71M | 4.08% | 0.27% | +103.9% | Q4 2025 |
| SION | $5.65M | 4.04% | 0.31% | -21.9% | Q4 2025 |
| GMAB | $5.28M | 3.77% | Not reported | +574.5% | Q4 2025 |
| ZLAB | $5.19M | 3.71% | 0.02% | +40.1% | Q2 2024 |
 VRTX | $4.92M | 3.51% | 0.00% | New | Q1 2026 |
 IQV | $4.38M | 3.13% | 0.02% | Not reported | Q3 2025 |
| MPLT | $3.91M | 2.79% | 0.43% | New | Q1 2026 |
 ARVN | $3.31M | 2.37% | 0.48% | New | Q1 2026 |
 ORKA | $3.12M | 2.23% | 0.13% | New | Q1 2026 |
| UTHR | $3.08M | 2.20% | 0.01% | -45.1% | Q2 2025 |
 TVTX | $3.05M | 2.18% | 0.11% | +170.3% | Q1 2025 |
| TRVI | $3M | 2.14% | 0.20% | +69.6% | Q4 2025 |
| ANL | $2.87M | 2.05% | Not reported | New | Q1 2026 |
| CABA | $2.87M | 2.05% | 0.96% | -52.7% | Q1 2024 |
 PFE | $2.08M | 1.48% | 0.00% | Not reported | Q1 2025 |
| AXSM | $1.9M | 1.35% | 0.02% | -70.0% | Q4 2023 |
| ORIC | $1.46M | 1.04% | 0.11% | -54.9% | Q3 2024 |
| ACRS | $1.37M | 0.98% | 0.26% | New | Q1 2026 |
| CLYM | $1.36M | 0.97% | 0.42% | Not reported | Q3 2024 |
 TSHA | $1.15M | 0.82% | 0.09% | -73.7% | Q1 2025 |
| DRUG | $971K | 0.69% | 0.17% | -71.9% | Q3 2025 |
| TNXP | $874K | 0.62% | 0.45% | New | Q1 2026 |
 CGEM | $845K | 0.60% | 0.10% | Not reported | Q3 2024 |
| TARA | $633K | 0.45% | 0.22% | -66.3% | Q4 2024 |
 PTN | $627K | 0.45% | 2.03% | +5.9% | Q4 2025 |
| BMEA | $383K | 0.27% | 0.35% | Not reported | Q2 2024 |
 IPSC | $270K | 0.19% | 0.07% | -74.2% | Q4 2024 |
| Q4 2025 | |||||
| CDTX | $18.8M | 10.06% | 0.27% | +24.3% | Q3 2025 |
| TERN | $17.9M | 9.60% | 0.40% | -43.8% | Q2 2024 |
| URGN | $16.8M | 9.01% | 1.49% | +717.1% | Q4 2023 |
| COGT | $13M | 6.96% | 0.23% | +1.3% | Q4 2024 |
| DVAX | $8.08M | 4.33% | 0.45% | New | Q4 2025 |
| SION | $7.43M | 3.98% | 0.40% | New | Q4 2025 |
| IMVT | $7.34M | 3.93% | 0.14% | -15.4% | Q4 2023 |
| AXSM | $6.84M | 3.66% | 0.07% | Not reported | Q4 2023 |
| SVRA | $6M | 3.21% | 0.49% | -24.0% | Q4 2023 |
| MNMD | $5.69M | 3.05% | Not reported | New | Q4 2025 |
| TSHA | $5.39M | 2.89% | 0.34% | Not reported | Q1 2025 |
 OCUL | $5.08M | 2.72% | 0.19% | Not reported | Q1 2025 |
| FOLD | $5.03M | 2.69% | 0.11% | New | Q4 2025 |
| CABA | $4.94M | 2.64% | 2.24% | +45.9% | Q1 2024 |
| UTHR | $4.61M | 2.47% | 0.02% | Not reported | Q2 2025 |
| RVMD | $4.37M | 2.34% | 0.03% | New | Q4 2025 |
 BLTE | $3.95M | 2.12% | 0.06% | New | Q4 2025 |
| DRUG | $3.69M | 1.98% | 0.62% | -12.4% | Q3 2025 |
| ZLAB | $3.47M | 1.86% | 0.02% | -1.9% | Q2 2024 |
 ZBIO | $3.03M | 1.62% | 0.15% | -13.8% | Q3 2024 |
 QNCX | $2.88M | 1.54% | 308.19% | New | Q4 2025 |
 AVTX | $2.78M | 1.49% | 0.83% | -18.5% | Q3 2025 |
 CAPR | $2.78M | 1.49% | 0.17% | Not reported | Q3 2024 |
 PVLA | $2.67M | 1.43% | 0.21% | New | Q4 2025 |
| CLDX | $2.4M | 1.28% | 0.13% | New | Q4 2025 |
 ASMB | $2.22M | 1.19% | 0.41% | New | Q4 2025 |
| ORIC | $2.09M | 1.12% | 0.26% | +185.8% | Q3 2024 |
| TARA | $1.92M | 1.03% | 0.67% | Not reported | Q4 2024 |
| TRVI | $1.86M | 0.99% | 0.12% | New | Q4 2025 |
 TYRA | $1.54M | 0.83% | 0.11% | New | Q4 2025 |
| TVTX | $1.45M | 0.78% | 0.04% | -29.1% | Q1 2025 |
 VRDN | $1.35M | 0.72% | 0.04% | New | Q4 2025 |
 RZLT | $1.21M | 0.65% | 0.54% | Not reported | Q4 2024 |
 DNTH | $1.08M | 0.58% | 0.06% | New | Q4 2025 |
 SPRB | $1.06M | 0.57% | 0.88% | Not reported | Q4 2023 |
 AARD | $912K | 0.49% | 0.32% | New | Q4 2025 |
| GMAB | $898K | 0.48% | Not reported | New | Q4 2025 |
 PALI | $863K | 0.46% | 0.23% | New | Q4 2025 |
 FULC | $815K | 0.44% | 0.11% | New | Q4 2025 |
 RARE | $730K | 0.39% | 0.03% | Not reported | Q2 2025 |
| PTN | $522K | 0.28% | 1.93% | New | Q4 2025 |
 IVA | $465K | 0.25% | 0.05% | New | Q4 2025 |
| IPSC | $461K | 0.25% | 0.53% | Not reported | Q4 2024 |
| BMEA | $310K | 0.17% | 0.35% | Not reported | Q2 2024 |
 ENTX | $33.3K | 0.02% | 0.04% | New | Q4 2025 |
| Q3 2025 | |||||
| ZLAB | $6.8M | 6.70% | 0.02% | +48.7% | Q2 2024 |
| CDTX | $6.56M | 6.46% | 0.23% | New | Q3 2025 |
| TERN | $5.93M | 5.84% | 0.90% | -38.6% | Q2 2024 |
| ETNB | $5.65M | 5.57% | 0.26% | +81.1% | Q4 2023 |
| IMVT | $5.5M | 5.42% | 0.20% | Not reported | Q4 2023 |
 JAZZ | $5.39M | 5.31% | 0.07% | -7.3% | Q2 2025 |
| COGT | $5.19M | 5.11% | 0.26% | -62.5% | Q4 2024 |
| SVRA | $4.67M | 4.60% | 0.76% | +17.4% | Q4 2023 |
 BBIO | $4.6M | 4.54% | 0.05% | -8.4% | Q4 2023 |
| SMMT | $4.08M | 4.01% | 0.03% | Not reported | Q4 2024 |
| IQV | $3.63M | 3.58% | 0.01% | New | Q3 2025 |
| CABA | $3.61M | 3.56% | 1.60% | +45.6% | Q1 2024 |
 REGN | $3.6M | 3.55% | 0.01% | New | Q3 2025 |
| DRUG | $3.27M | 3.22% | 0.71% | New | Q3 2025 |
 NKTR | $2.92M | 2.87% | 0.26% | New | Q3 2025 |
 INSM | $2.85M | 2.81% | 0.01% | +35.8% | Q4 2024 |
| BCAX | $2.78M | 2.74% | 0.32% | -7.3% | Q2 2025 |
| AVTX | $2.39M | 2.36% | 1.06% | New | Q3 2025 |
 SNY | $2.38M | 2.34% | 0.00% | New | Q3 2025 |
| ZBIO | $2.15M | 2.11% | 0.23% | -13.4% | Q3 2024 |
 QURE | $1.94M | 1.91% | 0.05% | New | Q3 2025 |
 TECX | $1.87M | 1.84% | 0.64% | +50.9% | Q1 2025 |
| URGN | $1.75M | 1.73% | 0.19% | Not reported | Q4 2023 |
| TARA | $1.57M | 1.54% | 0.93% | Not reported | Q4 2024 |
 KROS | $1.5M | 1.48% | 0.23% | Not reported | Q4 2023 |
 SRRK | $1.47M | 1.45% | 0.04% | New | Q3 2025 |
 PTGX | $1.35M | 1.33% | 0.03% | Not reported | Q4 2023 |
| TVTX | $1.28M | 1.26% | 0.06% | -80.6% | Q1 2025 |
| ORIC | $1.07M | 1.06% | 0.09% | -74.1% | Q3 2024 |
| RAPT | $888K | 0.88% | 0.21% | +32.3% | Q2 2025 |
| VIR | $858K | 0.85% | 0.11% | New | Q3 2025 |
 CRBP | $729K | 0.72% | 0.46% | Not reported | Q2 2024 |
 NBP | $529K | 0.52% | 0.05% | New | Q3 2025 |
| BMEA | $505K | 0.50% | 0.42% | Not reported | Q2 2024 |
| IPSC | $231K | 0.23% | 0.54% | Not reported | Q4 2024 |