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CIK: 0001931118
Total reported value
$158.4M
$158.4M
35 檔
19.2%
In Q2 2025, Superstring Capital Management LP's U.S. equity holdings reached a combined market value of $158.4M, distributed across 35 disclosed stock positions.
During Q2 2025, Superstring Capital Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SLNOEUR, COGT, VRNA) accounted for 19.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 8.30% | — | +332.91% | |
| 2 | COGT | Cogent Biosciences Inc | Stock-Other | 8.19% | +2.20% | +24.30% | |
| 3 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 7.73% | — | -28.75% | |
| 4 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 6.04% | — | — | |
| 5 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 5.68% | — | -5.19% | |
| 6 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 5.61% | — | — | |
| 7 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 5.59% | -1.84% | -54.26% | |
| 8 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 5.54% | — | — | |
| 9 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 4.95% | — | -47.39% | |
| 10 | TVTX | Travere Therapeutics Inc | Stock-Other | 4.84% | -2.18% | EXIT | |
| 11 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 4.60% | — | — | |
| 12 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 4.15% | +1.74% | -57.90% | |
| 13 | SVRA | Savara Inc | Stock-Other | 3.01% | -2.39% | +15.44% | |
| 14 | ETNBGBP | 89bio Inc | Stock-Other | 2.47% | — | +94.56% | |
| 15 | CYTK | Cytokinetics Inc | Stock-Healthcare | 2.39% | — | -16.29% | |
| 16 | BCAX | Bicara Therapeutics Inc | Stock-Other | 2.09% | — | — | |
| 17 | CABA | Cabaletta Bio Inc | Stock-Other | 1.91% | +0.15% | +131.12% | |
| 18 | TECX | Tectonic Therapeutic Inc | Stock-Other | 1.86% | — | +55.79% | |
| 19 | INSM | Insmed Inc | Stock-Healthcare | 1.74% | — | — | |
| 20 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.66% | +0.25% | — | |
| 21 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 1.58% | — | +111.20% | |
| 22 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.43% | -0.53% | -79.25% | |
| 23 | TARA | Protara Therapeutic Inc | Stock-Other | 1.29% | -0.16% | — | |
| 24 | ZBIO | Zenas Biopharma Inc | Stock-Other | 1.28% | — | — | |
| 25 | LQDA | Liquidia CORP | Stock-Other | 1.05% | — | — | |
| 26 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.98% | — | -45.18% | |
| 27 | OCUL | Ocular Therapeutix Inc | Stock-Other | 0.98% | — | +110.37% | |
| 28 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.62% | — | — | |
| 29 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.54% | — | — | |
| 30 | BMEA | Biomea Fusion Inc | Stock-Other | 0.53% | -0.22% | — | |
| 31 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.52% | — | -25.48% | |
| 32 | IPSC | Century Therapeutics Inc | Stock-Other | 0.31% | -0.19% | EXIT | |
| 33 | SY | So-young International-adr | Stock-Other | 0.27% | — | — | |
| 34 | RAPT | Rapt Therapeutics Inc | Stock-Other | 0.25% | — | — | |
| 35 | ✓ | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Superstring Capital Management LP reported a total U.S. public equity portfolio value of $158.4M across 35 disclosed positions in Q2 2025.
During Q2 2025, Superstring Capital Management LP's top holdings by market value included SLNOEUR (8.3%)、COGT (8.2%)、VRNA (7.7%). The largest single position, SLNOEUR, represented 8.3% of total portfolio value.
In Q2 2025, Superstring Capital Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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