Superstring Capital Management LP
13F holdings for Q2 2026 · NEW YORK, NY · filed August 14, 2026
Superstring Capital Management LP reported $158M in 13F securities across 32 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were COGT (8.4%), AXSM (8.3%), GMAB (7.5%). Reported value rose 13.2% from the quarter before. It opened 8 new positions, added to 13, trimmed 9 and sold out of 11.
- 13F value Q2 2026
- $158M
- Holdings
- 32
- Change vs prior quarter
- +13.2%
- Rank by 13F value
- #7,256
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| COGT Cogent Biosciences Inc. | $13.3M | 8.4% | 343,284 | +52.5% | Added |
| AXSM Axsome Therapeutics Inc. | $13.2M | 8.3% | 53,916 | +380.7% | Added |
| GMAB Genmab A/S | $11.8M | 7.5% | 430,600 | +118.9% | Added |
| CLDX Celldex Therapeutics Inc. | $10.7M | 6.8% | 287,583 | +59.7% | Added |
| TRVI Trevi Therapeutics Inc. | $9.8M | 6.2% | 524,224 | +108.4% | Added |
| RVMD Revolution Medicines Inc. | $9.6M | 6.0% | 51,053 | New | New |
| DFTX Definium Therapeutics Inc. | $8.9M | 5.6% | 188,282 | -46.4% | Trimmed |
| VIR Vir Biotechnology Inc. | $8.7M | 5.5% | 853,685 | +16.9% | Added |
| IMVT Immunovant Inc. | $8.0M | 5.1% | 208,368 | -41.7% | Trimmed |
| Urogen Pharma LTD | $7.0M | 4.4% | 191,313 | -50.6% | Trimmed |
| CLYM Climb Bio Inc. | $6.8M | 4.3% | 521,082 | +161.6% | Added |
| ANL Adlai Nortye Group Ltd. | $6.4M | 4.0% | 552,501 | +33.2% | Added |
| SVRA Savara Inc. | $6.0M | 3.8% | 977,460 | -38.4% | Trimmed |
| MPLT MapLight Therapeutics Inc. | $4.5M | 2.8% | 125,432 | -34.7% | Trimmed |
| ORIC Oric Pharmaceuticals Inc. | $4.4M | 2.8% | 406,077 | +252.4% | Added |
| UTHR United Therapeutics Corporation | $3.9M | 2.5% | 7,172 | +38.3% | Added |
| PCVX Vaxcyte Inc. | $3.9M | 2.5% | 66,793 | -39.5% | Trimmed |
| ONC BeOne Medicines Ltd. | $3.5M | 2.2% | 12,273 | New | New |
| CABA Cabaletta Bio Inc. | $3.5M | 2.2% | 1,278,652 | +19.9% | Added |
| ZLAB Zai Lab Limited | $3.0M | 1.9% | 155,813 | -43.5% | Trimmed |
| SION Sionna Therapeutics Inc. | $2.8M | 1.8% | 63,156 | -55.2% | Trimmed |
| DRUG Bright Minds Biosciences Inc. | $2.1M | 1.3% | 30,456 | +128.8% | Added |
| ACRS Aclaris Therapeutics Inc. | $1.4M | 0.9% | 257,675 | -29.7% | Trimmed |
| Cybin Inc | $1.4M | 0.9% | 204,424 | New | New |
| Kiniksa Pharmaceuticals Intl P Ord SHS CL A | $1.2M | 0.8% | 18,867 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $158M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- AXSM Axsome Therapeutics Inc. Added+$10.5M
- RVMD Revolution Medicines Inc. New+$9.6M
- GMAB Genmab A/S Added+$6.4M
- TRVI Trevi Therapeutics Inc. Added+$5.1M
- COGT Cogent Biosciences Inc. Added+$4.6M
- CLYM Climb Bio Inc. Added+$4.2M
- CLDX Celldex Therapeutics Inc. Added+$4.0M
- ONC BeOne Medicines Ltd. New+$3.5M
- ORIC Oric Pharmaceuticals Inc. Added+$3.1M
- ANL Adlai Nortye Group Ltd. Added+$1.6M
Biggest sells in Q2 2026
- SMMT Summit Therapeutics Inc. Sold out-$16.9M
- DFTX Definium Therapeutics Inc. Trimmed-$7.7M
- Urogen Pharma LTD Trimmed-$7.2M
- IMVT Immunovant Inc. Trimmed-$5.8M
- VRTX Vertex Pharmaceuticals Incorporated Sold out-$4.9M
- IQV IQVIA Holdings Inc. Sold out-$4.4M
- SVRA Savara Inc. Trimmed-$3.7M
- SION Sionna Therapeutics Inc. Trimmed-$3.4M
- ARVN Arvinas Inc. Sold out-$3.3M
- ORKA Oruka Therapeutics Inc. Sold out-$3.1M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 8 new, 13 added, 9 trimmed, 11 sold out.
Sector mix
- Health Care93.3%
- Not listed with us6.7%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Roivant Sciences LTD SHS | $907K | 0.6% | 25,623 | New | New |
| TNXP Tonix Pharmaceuticals Holding Corp. | $812K | 0.5% | 63,648 | +0.2% | Added |
| TARA Protara Therapeutics Inc. | $464K | 0.3% | 121,457 | 0% | Unchanged |
| FTH Faeth Therapeutics Inc. | $354K | 0.2% | 14,175 | New | New |
| BOLD Boundless Bio Inc. | $138K | 0.1% | 55,356 | New | New |
| BMEA Biomea Fusion Inc. | $85K | 0.1% | 250,000 | 0% | Unchanged |
| Vyne Therapeutics Inc | $40K | 0.0% | 61,269 | New | New |
Questions about Superstring Capital Management LP
- What does Superstring Capital Management LP own?
- In its Form 13F for Q2 2026, Superstring Capital Management LP reported 32 holdings worth $158M. The five largest were COGT, AXSM, GMAB, CLDX, TRVI.
- What did Superstring Capital Management LP buy and sell in Q2 2026?
- Superstring Capital Management LP opened 8 new positions, added to 13, trimmed 9 and sold out of 11 compared with the quarter before.
- When did Superstring Capital Management LP file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Superstring Capital Management LP (SEC CIK 0001931118) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds