Q2 2026 13F · SEC CIK 1931118
Superstring Capital Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $158.4M
- Reported positions
- 32
- Top holdings a year, 3 yrs
- +28.2%
- Assets under management
- $339.5M
Superstring Capital Management LP is a hedge fund that reported 32 positions worth $158.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cogent Biosciences Inc (COGT, 8.4%), Axsome Therapeutics Inc. (AXSM, 8.3%), Genmab A/s (GMAB, 7.5%). A portfolio copying its top holdings returned 28.2% a year over the last 3 years, against 18.8% for the S&P 500.
Superstring Capital Management LP holdings all 32 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Superstring Capital Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- RVMD Revolution Medicines Inc6.0% of 13F
- ONC Beone Medicines Ltd2.2% of 13F
- Cybin Inc0.9% of 13F
- KNSA Kiniksa Pharmaceuticals Intl P0.8% of 13F
- ROIV Roivant Sciences Ltd0.6% of 13F
- SNSE Faeth Therapeutics Inc0.2% of 13F
- BOLD Boundless Bio Inc0.1% of 13F
- VYNE Vyne Therapeutics Inc0.0% of 13F
Added to
- AXSM Axsome Therapeutics Inc.+380.7% shares
- ORIC Oric Pharmaceuticals Inc+252.4% shares
- CLYM Climb Bio Inc+161.6% shares
- Bright Minds Biosciences Inc+128.8% shares
- GMAB Genmab A/s+118.9% shares
- TRVI Trevi Therapeutics+108.4% shares
- CLDX Celldex Therapeutics Inc New+59.7% shares
- COGT Cogent Biosciences Inc+52.5% shares
Reduced
- Sionna Therapeutics Inc-55.2% shares
- URGN Urogen Pharma Ltd-50.6% shares
- Definium Therapeutics Inc-46.4% shares
- ZLAB Zai Lab Ltd-43.5% shares
- IMVT Immunovant Inc-41.7% shares
- PCVX Vaxcyte Inc-39.5% shares
- SVRA Savara Inc-38.4% shares
- MPLT Maplight Therapeutics Inc-34.7% shares
Sold out
- SMMT Summit Therapeutics Incwas 12.1%
- VRTX Vertex Pharmaceuticals Incwas 3.5%
- IQV Iqvia Holdings Incwas 3.1%
- ARVN Arvinas Incwas 2.4%
- ORKA Oruka Therapeutics Incwas 2.2%
- TVTX Travere Therapeutics Incwas 2.2%
- PFE Pfizer Incwas 1.5%
- TSHA Taysha Gene Therapies Incwas 0.8%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +105.7% /yr
- S&P 500 +20.1%
- 3 years
- +28.2% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $158.4M | 32 |
| Q1 2026 | $140.0M | 35 |
| Q4 2025 | $186.8M | 45 |
| Q3 2025 | $101.5M | 35 |
| Q2 2025 | $80.3M | 35 |
| Q1 2025 | $83.8M | 33 |
| Q4 2024 | $113.9M | 38 |
| Q3 2024 | $111.8M | 27 |
| Q2 2024 | $79.3M | 39 |
| Q1 2024 | $151.2M | 37 |
| Q4 2023 | $140.1M | 30 |
Questions about Superstring Capital Management LP's portfolio
What stocks does Superstring Capital Management LP own?
Superstring Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $158.4M. The largest are Cogent Biosciences Inc (COGT) at 8.4%, Axsome Therapeutics Inc. (AXSM) at 8.3%, Genmab A/s (GMAB) at 7.5%, Celldex Therapeutics Inc New (CLDX) at 6.8% and Trevi Therapeutics (TRVI) at 6.2%.
What did Superstring Capital Management LP buy last quarter?
In Q2 2026, Superstring Capital Management LP added a new position in Revolution Medicines Inc (RVMD), a new position in Beone Medicines Ltd (ONC), a new position in Cybin Inc, a new position in Kiniksa Pharmaceuticals Intl P (KNSA), a new position in Roivant Sciences Ltd (ROIV), Axsome Therapeutics Inc. (AXSM) (+380.7% shares), Oric Pharmaceuticals Inc (ORIC) (+252.4% shares) and Climb Bio Inc (CLYM) (+161.6% shares), compared with its Q1 2026 filing.
What did Superstring Capital Management LP sell last quarter?
In Q2 2026, Superstring Capital Management LP sold all of Summit Therapeutics Inc (SMMT), sold all of Vertex Pharmaceuticals Inc (VRTX), sold all of Iqvia Holdings Inc (IQV), sold all of Arvinas Inc (ARVN), sold all of Oruka Therapeutics Inc (ORKA), Sionna Therapeutics Inc (-55.2% shares), Urogen Pharma Ltd (URGN) (-50.6% shares) and Definium Therapeutics Inc (-46.4% shares), compared with its Q1 2026 filing.
How has Superstring Capital Management LP's portfolio performed?
A portfolio copying Superstring Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +105.7% against +20.1%.
When is Superstring Capital Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Superstring Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Superstring Capital Management LP manage?
Superstring Capital Management LP reported $339.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $158.4M.