1y return+129.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $160 against $157 in the S&P 500.2
Superstring Capital Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| COGTCogent Biosciences Inc | $13.3M | 8.4% | +52.5% |
| AXSMAxsome Therapeutics Inc. | $13.2M | 8.3% | +380.7% |
| GMABGenmab A/s | $11.8M | 7.5% | +118.9% |
| CLDXCelldex Therapeutics Inc New | $10.7M | 6.8% | +59.7% |
| TRVITrevi Therapeutics Inc | $9.8M | 6.2% | +108.4% |
| RVMDRevolution Medicines Inc | $9.6M | 6.0% | New |
| DFTXDefinium Therapeutics Inc | $8.9M | 5.6% | −46.4% |
| VIRVir Biotechnology Inc | $8.7M | 5.5% | +16.9% |
| IMVTImmunovant Inc | $8.0M | 5.1% | −41.7% |
| Urogen Pharma LtdCUSIP M96088105 | $7.0M | 4.4% | −50.6% |
| CLYMClimb Bio Inc | $6.8M | 4.3% | +161.6% |
| ANLAdlai Nortye Ltd | $6.4M | 4.0% | +33.2% |
| SVRASavara Inc | $6.0M | 3.8% | −38.4% |
| MPLTMaplight Therapeutics Inc | $4.5M | 2.8% | −34.7% |
| ORICOric Pharmaceuticals Inc | $4.4M | 2.8% | +252.4% |
| UTHRUnited Therapeutics Corp Del | $3.9M | 2.5% | +38.3% |
| PCVXVaxcyte Inc | $3.9M | 2.5% | −39.5% |
| ONCBeone Medicines Ltd | $3.5M | 2.2% | New |
| CABACabaletta Bio Inc | $3.5M | 2.2% | +19.9% |
| ZLABZai Lab Ltd | $3.0M | 1.9% | −43.5% |
| SIONSionna Therapeutics Inc | $2.8M | 1.8% | −55.2% |
| DRUGBright Minds Biosciences Inc | $2.1M | 1.3% | +128.8% |
| ACRSAclaris Therapeutics Inc | $1.4M | 0.9% | −29.7% |
| Cybin IncCUSIP 23256X407 | $1.4M | 0.9% | New |
| Kiniksa Pharmaceuticals IntlCUSIP G52694109 | $1.2M | 0.8% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COGTCogent Biosciences Inc | December 31, 2024 | +396.2% | $13.3M |
| Urogen Pharma LtdCUSIP M96088105 | December 31, 2024 | +245.5% | $7.0M |
| DFTXDefinium Therapeutics Inc | March 31, 2026 | +148.9% | $8.9M |
| IMVTImmunovant Inc | September 30, 2025 | +139.0% | $8.0M |
| CLYMClimb Bio Inc | March 31, 2026 | +90.4% | $6.8M |
| MPLTMaplight Therapeutics Inc | March 31, 2026 | +76.3% | $4.5M |
| ANLAdlai Nortye Ltd | March 31, 2026 | +66.2% | $6.4M |
| TRVITrevi Therapeutics Inc | December 31, 2025 | +49.0% | $9.8M |
| ACRSAclaris Therapeutics Inc | March 31, 2026 | +41.1% | $1.4M |
| CLDXCelldex Therapeutics Inc New | December 31, 2025 | +37.0% | $10.7M |
Sold off last quarter
- SMMTSummit Therapeutics Inc was $16.9M
- VRTXVertex Pharmaceuticals Inc was $4.9M
- IQVIqvia Hldgs Inc was $4.4M
- ARVNArvinas Inc was $3.3M
- ORKAOruka Therapeutics Inc was $3.1M
- TVTXTravere Therapeutics Inc was $3.1M
- PFEPfizer Inc was $2.1M
- TSHATaysha Gene Therapies Inc was $1.2M
- CGEMCullinan Therapeutics Inc was $845K
- PTNPalatin Technologies Inc was $627K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +26.7% | +14.8% |
| March 31, 2026 | +1.9% | −4.6% |
| December 31, 2025 | +27.9% | +2.4% |
| September 30, 2025 | +39.2% | +7.8% |
| June 30, 2025 | +12.9% | +10.5% |
| March 31, 2025 | −16.1% | −4.6% |
| December 31, 2024 | −14.6% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | −22.5% | +4.0% |
| March 31, 2024 | +3.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Superstring Capital Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1931118&type=13F-HR&dateb=&owner=include&count=40CIK 1931118
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1931118/000193111826000009/Filed August 14, 2026 · accession 0001931118-26-000009