Portfolio (Quarterly)
Guide ↗
SUPERSTRING CAPITAL MANAGEMENT LP
· CIK 0001931118| # | 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 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 51,053.0 | $9.6M | 6.04% | NEW | — | $187.28 | +11.0% |
| 7 | DFTX | DEFINIUM THERAPEUTICS INC | Healthcare | 188,282.0 | $8.9M | 5.59% | -163K | -46.4% | $47.04 | -12.9% |
| 8 | VIR | VIR BIOTECHNOLOGY INC | Healthcare | 853,685.0 | $8.7M | 5.49% | +123K | +16.9% | $10.19 | +6.3% |
| 9 | IMVT | IMMUNOVANT INC | Healthcare | 208,368.0 | $8.0M | 5.07% | -149K | -41.7% | $38.53 | +6.9% |
| 10 | URGN | UROGEN PHARMA LTD | Healthcare | 191,313.0 | $7.0M | 4.45% | -196K | -50.6% | $36.80 | +18.5% |
| 11 | — | CLIMB BIO INC | — | 521,082.0 | $6.8M | 4.29% | +322K | +161.6% | $13.04 | — |
| 12 | ANL | ADLAI NORTYE LTD | Healthcare | 552,501.0 | $6.4M | 4.01% | +138K | +33.2% | $11.50 | +20.2% |
| 13 | SVRA | SAVARA INC | Healthcare | 977,460.0 | $6.0M | 3.80% | -609K | -38.4% | $6.16 | -14.6% |
| 14 | MPLT | MAPLIGHT THERAPEUTICS INC | Healthcare | 125,432.0 | $4.5M | 2.84% | -67K | -34.7% | $35.84 | -64.8% |
| 15 | ORIC | ORIC PHARMACEUTICALS INC | Healthcare | 406,077.0 | $4.4M | 2.78% | +291K | +252.4% | $10.83 | +22.3% |
| 16 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 7,172.0 | $3.9M | 2.45% | +2K | +38.3% | $541.83 | -4.9% |
| 17 | PCVX | VAXCYTE INC | Healthcare | 66,793.0 | $3.9M | 2.45% | -44K | -39.5% | $58.13 | +2.9% |
| 18 | — | BEONE MEDICINES LTD | — | 12,273.0 | $3.5M | 2.21% | NEW | — | $284.97 | — |
| 19 | CABA | CABALETTA BIO INC | Healthcare | 1,278,652.0 | $3.5M | 2.20% | +212K | +19.9% | $2.72 | +14.7% |
| 20 | ZLAB | ZAI LAB LTD | Healthcare | 155,813.0 | $3.0M | 1.87% | -120K | -43.5% | $19.00 | +37.3% |
① 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%