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Portfolio (Quarterly) Guide ↗

SUPERSTRING CAPITAL MANAGEMENT LP

· CIK 0001931118
13F Portfolio $158M AUM 32 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 12 Added 9 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COGT COGENT BIOSCIENCES INC Healthcare 343,284.0 $13.3M 8.39% +118K +52.5% $38.70 -10.4%
2 AXSM AXSOME THERAPEUTICS INC. Healthcare 53,916.0 $13.2M 8.33% +43K +380.7% $244.77 -18.7%
3 GMAB GENMAB A/S Healthcare 430,600.0 $11.8M 7.47% +234K +118.9% $27.47 +21.0%
4 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 287,583.0 $10.7M 6.76% +108K +59.7% $37.21 +5.1%
5 TRVI TREVI THERAPEUTICS INC Healthcare 524,224.0 $9.8M 6.17% +273K +108.4% $18.65 -10.0%
6 VIR VIR BIOTECHNOLOGY INC Healthcare 853,685.0 $8.7M 5.49% +123K +16.9% $10.19 +6.3%
7 CLIMB BIO INC 521,082.0 $6.8M 4.29% +322K +161.6% $13.04
8 ANL ADLAI NORTYE LTD Healthcare 552,501.0 $6.4M 4.01% +138K +33.2% $11.50 +20.2%
9 ORIC ORIC PHARMACEUTICALS INC Healthcare 406,077.0 $4.4M 2.78% +291K +252.4% $10.83 +22.3%
10 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 7,172.0 $3.9M 2.45% +2K +38.3% $541.83 -4.9%
11 CABA CABALETTA BIO INC Healthcare 1,278,652.0 $3.5M 2.20% +212K +19.9% $2.72 +14.7%
12 BRIGHT MINDS BIOSCIENCES INC 30,456.0 $2.1M 1.35% +17K +128.8% $70.20

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%