Institutional Manager · CIK 0001931118
SUPERSTRING CAPITAL MANAGEMENT LP
NEW YORK, NY · File #028-23866
Latest AUM
$186.8M
Positions
45
Top-10 Concentration
57.8%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | UROGEN PHARMA LTD | URGN | +630,442 | +$14.8M | +$305,055 |
| REDUCE | TERNS PHARMACEUTICALS INC | TERN | -345,869 | -$14.0M | +$26.0M |
| NEW | DYNAVAX TECHNOLOGIES CORP | 268158201 | +525,592 | +$8.1M | $0 |
| NEW | SIONNA THERAPEUTICS INC | SION | +180,593 | +$7.4M | $0 |
| NEW | AXSOME THERAPEUTICS INC | AXSM | +37,433 | +$6.8M | $0 |
| NEW | MIND MEDICINE MINDMED INC | 60255C885 | +425,202 | +$5.7M | $0 |
| EXITED | 89BIO INC | 282559103 | -384,652 | -$5.7M | $0 |
| NEW | TAYSHA GENE THERAPIES INC | TSHA | +980,768 | +$5.4M | $0 |
| EXITED | JAZZ PHARMACEUTICALS PLC | G50871105 | -40,893 | -$5.4M | $0 |
| NEW | OCULAR THERAPEUTIX INC | OCUL | +418,080 | +$5.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202545 pos · $186.8M
- 13F HOLDINGS REPORTQ/E Sep 202535 pos · $101.5M
- 13F HOLDINGS REPORTQ/E Jun 202536 pos · $84.5M
- 13F HOLDINGS REPORTQ/E Mar 202534 pos · $84.0M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $115.5M
- 13F HOLDINGS REPORTQ/E Sep 202428 pos · $114.2M
- 13F HOLDINGS REPORTQ/E Jun 202439 pos · $79.3M
- 13F HOLDINGS REPORTQ/E Mar 202437 pos · $151.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CIDARA THERAPEUTICS INC | 171757206 | 85,098 | $18.8M | 10.06% |
| 2 | TERNS PHARMACEUTICALS INC | TERN | 443,777 | $17.9M | 9.60% |
| 3 | UROGEN PHARMA LTD | URGN | 718,354 | $16.8M | 9.01% |
| 4 | COGENT BIOSCIENCES INC | COGT | 366,238 | $13.0M | 6.96% |
| 5 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 525,592 | $8.1M | 4.33% |
| 6 | SIONNA THERAPEUTICS INC | SION | 180,593 | $7.4M | 3.98% |
| 7 | IMMUNOVANT INC | IMVT | 288,677 | $7.3M | 3.93% |
| 8 | AXSOME THERAPEUTICS INC | AXSM | 37,433 | $6.8M | 3.66% |
| 9 | SAVARA INC | SVRA | 995,353 | $6.0M | 3.21% |
| 10 | MIND MEDICINE MINDMED INC | 60255C885 | 425,202 | $5.7M | 3.05% |
| 11 | TAYSHA GENE THERAPIES INC | TSHA | 980,768 | $5.4M | 2.89% |
| 12 | OCULAR THERAPEUTIX INC | OCUL | 418,080 | $5.1M | 2.72% |
| 13 | AMICUS THERAPEUTICS INC | FOLD | 352,896 | $5.0M | 2.69% |
| 14 | CABALETTA BIO INC | CABA | 2,253,550 | $4.9M | 2.64% |
| 15 | UNITED THERAPEUTICS CORP DEL | UTHR | 9,451 | $4.6M | 2.47% |
| 16 | REVOLUTION MEDICINES INC | RVMDW | 54,879 | $4.4M | 2.34% |
| 17 | BELITE BIO INC | BLTE | 24,703 | $4.0M | 2.12% |
| 18 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 47,278 | $3.7M | 1.98% |
| 19 | ZAI LAB LTD | ZLAB | 196,853 | $3.5M | 1.86% |
| 20 | ZENAS BIOPHARMA INC | ZBIO | 83,353 | $3.0M | 1.62% |