Superstring Capital Management
Latest statistics and disclosures from Superstring Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMMT, IMVT, COGT, SVRA, URGN, and represent 35.80% of Superstring Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SMMT (+$17M), DFTX (+$6.6M), VIR (+$6.5M), PCVX (+$6.4M), VRTX, GMAB, IQV, MPLT, ARVN, SVRA.
- Started 15 new stock positions in ANL, TNXP, VRTX, ACRS, PFE, CGEM, ARVN, MPLT, CLYM, DFTX. IQV, ORKA, VIR, PCVX, SMMT.
- Reduced shares in these 10 stocks: CDTX (-$19M), TERN (-$18M), DVAX (-$8.1M), URGN (-$6.0M), MNMD (-$5.7M), COGT (-$5.4M), OCUL (-$5.1M), , AXSM, RVMD.
- Sold out of its positions in AARD, FOLD, ASMB, AVTX, BLTE, CAPR, CDTX, QNCX, DNTH, DVAX.
- Superstring Capital Management was a net seller of stock by $-45M.
- Superstring Capital Management has $140M in assets under management (AUM), dropping by -25.06%.
- Central Index Key (CIK): 0001931118
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Portfolio Holdings for Superstring Capital Management
Superstring Capital Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Summit Therapeutics (SMMT) | 12.1 | $17M | NEW | 893k | 18.96 |
|
| Immunovant (IMVT) | 6.3 | $8.9M | +23% | 358k | 24.84 |
|
| Cogent Biosciences (COGT) | 6.2 | $8.7M | -38% | 225k | 38.49 |
|
| Savara (SVRA) | 6.2 | $8.7M | +59% | 1.6M | 5.46 |
|
| Urogen Pharma (URGN) | 5.0 | $7.0M | -46% | 387k | 17.98 |
|
| Definium Therapeutics Com Shs (DFTX) | 4.7 | $6.6M | NEW | 352k | 18.90 |
|
| Vir Biotechnology (VIR) | 4.7 | $6.5M | NEW | 731k | 8.96 |
|
| Vaxcyte (PCVX) | 4.6 | $6.4M | NEW | 111k | 58.11 |
|
| Celldex Therapeutics Com New (CLDX) | 4.1 | $5.7M | +103% | 180k | 31.72 |
|
| Sionna Therapeutics (SION) | 4.0 | $5.7M | -21% | 141k | 40.09 |
|
| Genmab A/s Sponsored Ads (GMAB) | 3.8 | $5.3M | +574% | 197k | 26.83 |
|
| Zai Lab Adr (ZLAB) | 3.7 | $5.2M | +40% | 276k | 18.81 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.5 | $4.9M | NEW | 11k | 446.54 |
|
| Iqvia Holdings (IQV) | 3.1 | $4.4M | NEW | 26k | 170.54 |
|
| Maplight Therapeutics (MPLT) | 2.8 | $3.9M | NEW | 192k | 20.33 |
|
| Arvinas Ord (ARVN) | 2.4 | $3.3M | NEW | 313k | 10.60 |
|
| Oruka Therapeutics (ORKA) | 2.2 | $3.1M | NEW | 64k | 49.05 |
|
| United Therapeutics Corporation (UTHR) | 2.2 | $3.1M | -45% | 5.2k | 592.98 |
|
| Travere Therapeutics (TVTX) | 2.2 | $3.1M | +170% | 103k | 29.71 |
|
| Trevi Therapeutics (TRVI) | 2.1 | $3.0M | +69% | 252k | 11.93 |
|
| Adlai Nortye Sponsored Ads (ANL) | 2.1 | $2.9M | NEW | 415k | 6.92 |
|
| Cabaletta Bio (CABA) | 2.0 | $2.9M | -52% | 1.1M | 2.69 |
|
| Pfizer (PFE) | 1.5 | $2.1M | NEW | 74k | 28.08 |
|
| Axsome Therapeutics (AXSM) | 1.4 | $1.9M | -70% | 11k | 169.02 |
|
| Oric Pharmaceuticals (ORIC) | 1.0 | $1.5M | -54% | 115k | 12.67 |
|
| Aclaris Therapeutics (ACRS) | 1.0 | $1.4M | NEW | 367k | 3.75 |
|
| Eliem Therapeutics (CLYM) | 1.0 | $1.4M | NEW | 199k | 6.85 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.8 | $1.2M | -73% | 258k | 4.47 |
|
| Bright Minds Biosciences Com New (DRUG) | 0.7 | $971k | -71% | 13k | 72.97 |
|
| Tonix Pharmaceuticals Hldg C Com New (TNXP) | 0.6 | $874k | NEW | 64k | 13.75 |
|
| Cullinan Oncology (CGEM) | 0.6 | $845k | NEW | 60k | 14.21 |
|
| Protara Therapeutics Com Stk (TARA) | 0.5 | $633k | -66% | 122k | 5.21 |
|
| Palatin Technologies Com New (PTN) | 0.4 | $627k | +5% | 36k | 17.42 |
|
| Biomea Fusion (BMEA) | 0.3 | $383k | 250k | 1.53 |
|
|
| Century Therapeutics (IPSC) | 0.2 | $270k | -74% | 119k | 2.26 |
|
Past Filings by Superstring Capital Management
SEC 13F filings are viewable for Superstring Capital Management going back to 2023
- Superstring Capital Management 2026 Q1 filed May 14, 2026
- Superstring Capital Management 2025 Q4 filed Feb. 17, 2026
- Superstring Capital Management 2025 Q3 filed Nov. 14, 2025
- Superstring Capital Management 2025 Q2 filed Aug. 14, 2025
- Superstring Capital Management 2025 Q1 filed May 15, 2025
- Superstring Capital Management 2024 Q4 filed Feb. 14, 2025
- Superstring Capital Management 2024 Q3 filed Nov. 14, 2024
- Superstring Capital Management 2024 Q2 filed Aug. 14, 2024
- Superstring Capital Management 2024 Q1 filed May 15, 2024
- Superstring Capital Management 2023 Q4 filed Feb. 14, 2024