SUPERSTRING CAPITAL MANAGEMENT LP
CIK: 0001931118SEC EDGAR →
Portfolio Value
$186.8M
Holdings
45
As of
Q4 2025
New Positions
16
Closed Positions
15
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CIDARA THERAPEUTICS INC | 85,098 | $18.8M | 10.06% |
| 2 | TERNS PHARMACEUTICALS INC | 443,777 | $17.9M | 9.60% |
| 3 | UROGEN PHARMA LTD | 718,354 | $16.8M | 9.01% |
| 4 | COGENT BIOSCIENCES INC | 366,238 | $13.0M | 6.96% |
| 5 | DYNAVAX TECHNOLOGIES CORP | 525,592 | $8.1M | 4.33% |
| 6 | SIONNA THERAPEUTICS INC | 180,593 | $7.4M | 3.98% |
| 7 | IMMUNOVANT INC | 288,677 | $7.3M | 3.93% |
| 8 | AXSOME THERAPEUTICS INC | 37,433 | $6.8M | 3.66% |
| 9 | SAVARA INC | 995,353 | $6.0M | 3.21% |
| 10 | MIND MEDICINE MINDMED INC | 425,202 | $5.7M | 3.05% |
Quarterly Changes
New Positions (29)
$8.1M · 526K shares
$7.4M · 181K shares
$6.8M · 37K shares
$5.7M · 425K shares
$5.4M · 981K shares
$5.1M · 418K shares
$5.0M · 353K shares
$4.6M · 9K shares
$4.4M · 55K shares
$4.0M · 25K shares
$2.9M · 859K shares
$2.8M · 96K shares
$2.7M · 25K shares
$2.4M · 88K shares
$2.2M · 65K shares
$1.9M · 148K shares
$1.5M · 59K shares
$1.3M · 43K shares
$1.2M · 514K shares
$1.1M · 26K shares
$1.1M · 12K shares
$912K · 69K shares
$898K · 29K shares
$862K · 367K shares
$814K · 72K shares
$729K · 32K shares
$522K · 34K shares
$465K · 100K shares
$33K · 17K shares
Closed Positions (19)
$5.7M · 385K shares
$5.4M · 41K shares
$4.6M · 89K shares
$4.1M · 197K shares
$3.6M · 19K shares
$3.6M · 6K shares
$2.9M · 51K shares
$2.8M · 20K shares
$2.8M · 176K shares
$2.4M · 50K shares
$1.9M · 33K shares
$1.9M · 119K shares
$1.5M · 95K shares
$1.5M · 40K shares
$1.4M · 20K shares
$888K · 34K shares
$858K · 150K shares
$729K · 58K shares
$529K · 140K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 38 | $144.2M | 77.2% |
| Unknown | 6 | $42.5M | 22.8% |
| Technology | 1 | $33K | 0.0% |