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CIK: 0001931118
Total reported value
$158.4M
$158.4M
35 檔
31.6%
At the close of Q1 2026, Superstring Capital Management LP disclosed equity holdings valued at approximately $158.4M, spread across 35 reported holdings.
In Q1 2026, Superstring Capital Management LP adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 25 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMMT | Summit Therapeutics Inc | Stock-Other | 12.09% | -12.09% | EXIT | |
| 2 | IMVT | Immunovant Inc | Stock-Other | 6.35% | -1.28% | +23.88% | |
| 3 | COGT | Cogent Biosciences Inc | Stock-Other | 6.19% | +2.20% | -38.52% | |
| 4 | SVRA | Savara Inc | Stock-Other | 6.19% | -2.39% | +59.34% | |
| 5 | URGN | UroGen Pharma Ltd. | Stock-Other | 4.98% | -0.53% | -46.08% | |
| 6 | DFTX | Definium Therapeutics Inc | Stock-Other | 4.75% | +0.84% | — | |
| 7 | VIR | Vir Biotechnology Inc | Stock-Other | 4.68% | +0.81% | — | |
| 8 | PCVX | Vaxcyte Inc | Stock-Other | 4.59% | -2.14% | — | |
| 9 | CLDX | Celldex Therapeutics Inc | Stock-Other | 4.08% | +2.68% | +103.89% | |
| 10 | SION | Sionna Therapeutics Inc | Stock-Other | 4.04% | -2.29% | -21.91% | |
| 11 | GMAB | Genmab A/s -sp Adr | Stock-Other | 3.77% | +3.70% | +574.54% | |
| 12 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 3.71% | -1.84% | +40.11% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.51% | -3.51% | EXIT | |
| 14 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 3.13% | -3.13% | EXIT | |
| 15 | MPLT | Maplight Therapeutics Inc | Stock-Other | 2.79% | +0.05% | — | |
| 16 | ARVN | Arvinas Inc | Stock-Other | 2.37% | -2.37% | EXIT | |
| 17 | ORKA | Oruka Therapeutics Inc | Stock-Other | 2.23% | -2.23% | EXIT | |
| 18 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.20% | +0.25% | -45.13% | |
| 19 | TVTX | Travere Therapeutics Inc | Stock-Other | 2.18% | -2.18% | EXIT | |
| 20 | TRVI | Trevi Therapeutics Inc | Stock-Other | 2.14% | +4.03% | +69.64% | |
| 21 | ANL | Adlai Nortye Ltd-adr | Stock-Other | 2.05% | +1.96% | — | |
| 22 | CABA | Cabaletta Bio Inc | Stock-Other | 2.05% | +0.15% | -52.69% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.48% | -1.48% | EXIT | |
| 24 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.35% | +6.98% | -70.03% | |
| 25 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.04% | +1.74% | -54.88% | |
| 26 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.98% | -0.12% | — | |
| 27 | CLYM | Climb Bio Inc | Stock-Other | 0.97% | +3.32% | — | |
| 28 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.82% | -0.82% | EXIT | |
| 29 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 0.69% | +0.66% | -71.85% | |
| 30 | TNXP | Tonix Pharmaceuticals Holdin | Stock-Other | 0.62% | -0.11% | — | |
| 31 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.60% | -0.60% | EXIT | |
| 32 | TARA | Protara Therapeutic Inc | Stock-Other | 0.45% | -0.16% | -66.26% | |
| 33 | PTN | Palatin Technologies Inc | Stock-Other | 0.45% | -0.45% | EXIT | |
| 34 | BMEA | Biomea Fusion Inc | Stock-Other | 0.27% | -0.22% | — | |
| 35 | IPSC | Century Therapeutics Inc | Stock-Other | 0.19% | -0.19% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GMAB | Genmab A/s -sp Adr | +3.3% | +574.54% | Add |
| 2 | SVRA | Savara Inc | +3% | +59.34% | Add |
| 3 | CLDX | Celldex Therapeutics Inc | +2.8% | +103.89% | Add |
| 4 | IMVT | Immunovant Inc | +2.4% | +23.88% | Add |
| 5 | ZLAB | Zai Lab Ltd-adr | +1.9% | +40.11% | Add |
| 6 | TVTX | Travere Therapeutics Inc | +1.4% | +170.25% | Add |
| 7 | TRVI | Trevi Therapeutics Inc | +1.2% | +69.64% | Add |
| 8 | PTN | Palatin Technologies Inc | +0.2% | +5.88% | Add |
| 9 | BMEA | Biomea Fusion Inc | +0.1% | — | Unchanged |
| 10 | SION | Sionna Therapeutics Inc | +0.1% | -21.91% | Trim |
| 11 | IPSC | Century Therapeutics Inc | -0.1% | -74.23% | Trim |
| 12 | ORIC | Oric Pharmaceuticals Inc | -0.1% | -54.88% | Trim |
| 13 | UTHR | United Therapeutics CORP | -0.3% | -45.13% | Trim |
| 14 | TARA | Protara Therapeutic Inc | -0.6% | -66.26% | Trim |
| 15 | CABA | Cabaletta Bio Inc | -0.6% | -52.69% | Trim |
| 16 | COGT | Cogent Biosciences Inc | -0.8% | -38.52% | Trim |
| 17 | DRUG | Bright Minds Biosciences Inc | -1.3% | -71.85% | Trim |
| 18 | TSHA | Taysha Gene Therapies Inc | -2.1% | -73.67% | Trim |
| 19 | AXSM | Axsome Therapeutics Inc | -2.3% | -70.03% | Trim |
| 20 | URGN | UroGen Pharma Ltd. | -4% | -46.08% | Trim |
| 21 | CDTX | Cidara Therapeutics Inc | — | EXIT | Sold out |
| 22 | 430 | Terns Pharmaceuticals Inc | — | EXIT | Sold out |
| 23 | SMMT | Summit Therapeutics Inc | — | NEW | New buy |
| 24 | DVAX | Dynavax Technologies CORP | — | EXIT | Sold out |
| 25 | DFTX | Definium Therapeutics Inc | — | NEW | New buy |
| 26 | VIR | Vir Biotechnology Inc | — | NEW | New buy |
| 27 | PCVX | Vaxcyte Inc | — | NEW | New buy |
| 28 | BRD1EUR | Mind Medicine Mindmed Inc | — | EXIT | Sold out |
| 29 | OCUL | Ocular Therapeutix Inc | — | EXIT | Sold out |
| 30 | AM6 | Amicus Therapeutics Inc | — | EXIT | Sold out |
| 31 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 32 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 33 | RVMD | Revolution Medicines Inc | — | EXIT | Sold out |
| 34 | BLTE | Belite Bio Inc - Adr | — | EXIT | Sold out |
| 35 | MPLT | Maplight Therapeutics Inc | — | NEW | New buy |
| 36 | ARVN | Arvinas Inc | — | NEW | New buy |
| 37 | ORKA | Oruka Therapeutics Inc | — | NEW | New buy |
| 38 | ZBIO | Zenas Biopharma Inc | — | EXIT | Sold out |
| 39 | QNCX | Quince Therapeutics, Inc. | — | EXIT | Sold out |
| 40 | ANL | Adlai Nortye Ltd-adr | — | NEW | New buy |
| 41 | AVTX | Avalo Therapeutics Inc | — | EXIT | Sold out |
| 42 | CAPR | Capricor Therapeutics Inc | — | EXIT | Sold out |
| 43 | PVLA | Palvella Therapeutics Inc | — | EXIT | Sold out |
| 44 | ASMB | Assembly Biosciences Inc | — | EXIT | Sold out |
| 45 | PFE | Pfizer Inc | — | NEW | New buy |
| 46 | TYRA | Tyra Biosciences Inc | — | EXIT | Sold out |
| 47 | ACRS | Aclaris Therapeutics Inc | — | NEW | New buy |
| 48 | CLYM | Climb Bio Inc | — | NEW | New buy |
| 49 | VRDN | Viridian Therapeutics Inc | — | EXIT | Sold out |
| 50 | RZLT | Rezolute Inc | — | EXIT | Sold out |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SMMT, IMVT, COGT) accounted for 31.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SMMT
市值: $16.9M
Top Position Liquidated / Trimmed
CDTX
前期市值: $18.8M
During Q1 2026, Superstring Capital Management LP's top holdings by market value included SMMT (12.1%)、IMVT (6.3%)、COGT (6.2%). The largest single position, SMMT, represented 12.1% of total portfolio value.
In Q1 2026, Superstring Capital Management LP made 59 total portfolio adjustments, initiating 15 new buys, adding to 8 positions, trimming 11 holdings, and fully liquidating 25 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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