2026 Q2 Portfolio Activity
In 2026 Q2, SUPERSTRING CAPITAL MANAGEMENT LP maintained a portfolio of 43 distinct positions. The most significant new addition was REVOLUTION MEDICINES INC, now representing 6.04% of the total fund value. They heavily accumulated shares in AXSOME THERAPEUTICS INC., increasing the position by 380.7%. Conversely, SUPERSTRING CAPITAL MANAGEMENT LP completely exited their position in SUMMIT THERAPEUTICS INC.
Position History
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Total Positions
43
Quarter
2026 Q2
Top Holding
COGT (8.4%)
Top 10 Concentration
63.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-43 of 43
SUPERSTRING CAPITAL MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 8.39% | 6.19% |
#1
2
Prev: #3
|
8.4 |
—
|
118,126 | 52.5% |
P
S
|
343,284 | $13,285,091 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 8.33% | 1.35% |
#2
22
Prev: #24
|
7.8 |
—
|
42,699 | 380.7% |
P
S
|
53,916 | $13,197,019 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GMAB
GENMAB A/S
|
Healthcare | 7.47% | 3.77% |
#3
8
Prev: #11
|
7.0 |
—
|
233,891 | 118.9% |
P
S
|
430,600 | $11,828,582 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 6.76% | 4.08% |
#4
5
Prev: #9
|
6.2 |
—
|
107,535 | 59.7% |
P
S
|
287,583 | $10,700,963 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRVI
TREVI THERAPEUT...
|
Healthcare | 6.17% | 2.14% |
#5
15
Prev: #20
|
6.0 |
—
|
272,658 | 108.4% |
P
S
|
524,224 | $9,776,778 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 6.04% | — |
#6
Prev: #—
|
5.9 |
—
|
51,053 | — |
NEW
|
51,053 | $9,561,206 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 5.59% | 4.75% |
#7
1
Prev: #6
|
2.2 |
—
|
-163,179 | -46.4% |
P
S
|
188,282 | $8,856,785 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIR
VIR BIOTECHNOLO...
|
Healthcare | 5.49% | 4.68% |
#8
1
Prev: #7
|
4.2 |
—
|
123,137 | 16.9% |
P
S
|
853,685 | $8,699,050 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 5.07% | 6.35% |
#9
7
Prev: #2
|
2.0 |
—
|
-149,238 | -41.7% |
P
S
|
208,368 | $8,028,419 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 4.45% | 4.98% |
#10
5
Prev: #5
|
1.8 |
—
|
-196,058 | -50.6% |
P
S
|
191,313 | $7,040,318 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLYM
CLIMB BIO INC
|
Healthcare | 4.29% | 0.97% |
#11
16
Prev: #27
|
4.7 |
—
|
321,873 | 161.6% |
P
S
|
521,082 | $6,794,909 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANL
ADLAI NORTYE LT...
|
Healthcare | 4.01% | 2.05% |
#12
9
Prev: #21
|
4.1 |
—
|
137,649 | 33.2% |
P
S
|
552,501 | $6,353,762 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SVRA
SAVARA INC
|
Healthcare | 3.80% | 6.19% |
#13
9
Prev: #4
|
1.5 |
—
|
-608,517 | -38.4% |
P
S
|
977,460 | $6,021,154 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 2.84% | 2.79% |
#14
1
Prev: #15
|
1.1 |
—
|
-66,707 | -34.7% |
P
S
|
125,432 | $4,495,483 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 2.78% | 1.04% |
#15
10
Prev: #25
|
4.1 |
—
|
290,843 | 252.4% |
P
S
|
406,077 | $4,397,814 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 2.45% | 2.20% |
#16
2
Prev: #18
|
3.5 |
—
|
1,986 | 38.3% |
P
S
|
7,172 | $3,886,005 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 2.45% | 4.59% |
#17
9
Prev: #8
|
1.0 |
—
|
-43,661 | -39.5% |
P
S
|
66,793 | $3,882,677 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ONC
BEONE MEDICINES...
|
Healthcare | 2.21% | — |
#18
Prev: #—
|
4.4 |
—
|
12,273 | — |
NEW
|
12,273 | $3,497,437 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CABA
CABALETTA BIO I...
|
Healthcare | 2.20% | 2.05% |
#19
3
Prev: #22
|
2.9 |
—
|
212,413 | 19.9% |
P
S
|
1,278,652 | $3,478,020 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZLAB
ZAI LAB LTD
|
Healthcare | 1.87% | 3.71% |
#20
8
Prev: #12
|
0.7 |
—
|
-120,005 | -43.5% |
P
S
|
155,813 | $2,960,447 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 1.75% | 4.04% |
#21
11
Prev: #10
|
0.7 |
—
|
-77,868 | -55.2% |
P
S
|
63,156 | $2,778,232 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 1.35% | 0.69% |
#22
7
Prev: #29
|
3.5 |
—
|
17,145 | 128.8% |
P
S
|
30,456 | $2,138,011 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACRS
ACLARIS THERAPE...
|
Healthcare | 0.86% | 0.98% |
#23
3
Prev: #26
|
0.3 |
—
|
-108,815 | -29.7% |
P
S
|
257,675 | $1,363,101 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYBN
CYBIN INC
|
Unknown | 0.85% | — |
#24
Prev: #—
|
3.8 |
—
|
204,424 | — |
NEW
|
204,424 | $1,351,243 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 0.76% | — |
#25
Prev: #—
|
3.8 |
—
|
18,867 | — |
NEW
|
18,867 | $1,206,545 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 0.57% | — |
#26
Prev: #—
|
3.7 |
—
|
25,623 | — |
NEW
|
25,623 | $906,798 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNXP
TONIX PHARMACEU...
|
Healthcare | 0.51% | 0.62% |
#27
3
Prev: #30
|
0.7 |
—
|
108 | 0.2% |
P
S
|
63,648 | $812,148 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARA
PROTARA THERAPE...
|
Healthcare | 0.29% | 0.45% |
#28
4
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
121,457 | $463,966 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNSE
FAETH THERAPEUT...
|
Healthcare | 0.22% | — |
#29
Prev: #—
|
3.6 |
—
|
14,175 | — |
NEW
|
14,175 | $354,375 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BOLD
BOUNDLESS BIO I...
|
Healthcare | 0.09% | — |
#30
Prev: #—
|
3.5 |
—
|
55,356 | — |
NEW
|
55,356 | $138,390 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMEA
BIOMEA FUSION I...
|
Healthcare | 0.05% | 0.27% |
#31
3
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
250,000 | $85,306 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VYNE
VYNE THERAPEUTI...
|
Healthcare | 0.03% | — |
#32
Prev: #—
|
3.5 |
—
|
61,269 | — |
NEW
|
61,269 | $39,868 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IPSC
CENTURY THERAPE...
|
Healthcare | 0.00% | 0.19% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-119,308 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTN
PALATIN TECHNOL...
|
Healthcare | 0.00% | 0.45% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-35,969 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 0.00% | 0.60% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-59,484 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 0.00% | 0.82% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-258,269 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.00% | 1.48% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-74,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 0.00% | 2.18% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-102,754 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 0.00% | 2.23% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-63,591 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARVN
ARVINAS INC
|
Healthcare | 0.00% | 2.37% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-312,620 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.00% | 3.13% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-25,668 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 0.00% | 3.51% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-11,010 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMMT
SUMMIT THERAPEU...
|
Healthcare | 0.00% | 12.09% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-892,873 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-43 of 43 holdings