Superstring Capital Management Lp Portfolio Stock Holdings
Superstring Capital Management Lp disclosed 35 stock positions valued at approximately $140.0 million in its latest SEC 13F filing. The largest holdings include SUMMIT THERAPEUTICS INC, IMMUNOVANT INC, and COGENT BIOSCIENCES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $140.0M
Holdings by Sector
Superstring Capital Management Lp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SUMMIT THERAPEUTICS INC | SMMT | Healthcare | 12.09% | 892,873 | +892,873 | +100.00% | $16,928,872 |
| IMMUNOVANT INC | IMVT | Healthcare | 6.35% | 357,606 | +68,929 | +23.88% | $8,882,933 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 6.19% | 225,158 | -141,080 | -38.52% | $8,666,331 |
| SAVARA INC | SVRA | Healthcare | 6.19% | 1,585,977 | +590,624 | +59.34% | $8,659,434 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 4.68% | 730,548 | +730,548 | +100.00% | $6,545,710 |
| VAXCYTE INC | PCVX | Healthcare | 4.59% | 110,454 | +110,454 | +100.00% | $6,418,482 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 4.08% | 180,048 | +91,740 | +103.89% | $5,711,123 |
| SIONNA THERAPEUTICS INC | SION | Other | 4.04% | 141,024 | -39,569 | -21.91% | $5,653,652 |
| GENMAB A/S | GMAB | Healthcare | 3.77% | 196,709 | +167,547 | +574.54% | $5,277,702 |
| ZAI LAB LTD | ZLAB | Healthcare | 3.71% | 275,818 | +78,965 | +40.11% | $5,188,137 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 3.51% | 11,010 | +11,010 | +100.00% | $4,916,405 |
| IQVIA HLDGS INC | IQV | Healthcare | 3.13% | 25,668 | +25,668 | +100.00% | $4,377,421 |
| ARVINAS INC | ARVN | Healthcare | 2.37% | 312,620 | +312,620 | +100.00% | $3,313,772 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.20% | 5,186 | -4,265 | -45.13% | $3,075,194 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.18% | 102,754 | +64,732 | +170.25% | $3,052,821 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 2.14% | 251,566 | +103,274 | +69.64% | $3,001,182 |
| CABALETTA BIO INC | CABA | Healthcare | 2.05% | 1,066,239 | -1,187,311 | -52.69% | $2,868,183 |
| PFIZER INC | PFE | Healthcare | 1.48% | 74,000 | +74,000 | +100.00% | $2,077,920 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 1.35% | 11,217 | -26,216 | -70.03% | $1,895,897 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 1.04% | 115,234 | -140,136 | -54.88% | $1,460,015 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.98% | 366,490 | +366,490 | +100.00% | $1,374,338 |
| CLIMB BIO INC | ELYM | Other | 0.97% | 199,209 | +199,209 | +100.00% | $1,364,582 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 0.82% | 258,269 | -722,499 | -73.67% | $1,154,462 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 0.60% | 59,484 | +59,484 | +100.00% | $845,268 |
| PROTARA THERAPEUTICS INC | TARA | Healthcare | 0.45% | 121,457 | -238,543 | -66.26% | $632,791 |
| BIOMEA FUSION INC | BMEA | Healthcare | 0.27% | 250,000 | - | - | $382,500 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 0.19% | 119,308 | -343,655 | -74.23% | $269,636 |