SUPERSTRING CAPITAL MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUMMIT THERAPEUTICS INC(SMMT) | 0 | 892,873 | +892,873 | 0 | 16,928,872 | 12.09% | +16,928,872 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 351,461 | +351,461 | 0 | 6,642,613 | 4.75% | +6,642,613 |
| VIR BIOTECHNOLOGY INC(VIR) | 0 | 730,548 | +730,548 | 0 | 6,545,710 | 4.68% | +6,545,710 |
| VAXCYTE INC(PCVX) | 0 | 110,454 | +110,454 | 0 | 6,418,482 | 4.59% | +6,418,482 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 11,010 | +11,010 | 0 | 4,916,405 | 3.51% | +4,916,405 |
| GENMAB A/S(GMAB) | 29,162 | 196,709 | +167,547 | 898,190 | 5,277,702 | 3.77% | +4,379,512 |
| IQVIA HLDGS INC(IQV) | 0 | 25,668 | +25,668 | 0 | 4,377,421 | 3.13% | +4,377,421 |
| MAPLIGHT THERAPEUTICS INC(MPLT) | 0 | 192,139 | +192,139 | 0 | 3,906,186 | 2.79% | +3,906,186 |
| ARVINAS INC | 0 | 312,620 | +312,620 | 0 | 3,313,772 | 2.37% | +3,313,772 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 88,308 | 180,048 | +91,740 | 2,398,445 | 5,711,123 | 4.08% | +3,312,678 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 63,591 | +63,591 | 0 | 3,119,139 | 2.23% | +3,119,139 |
| ADLAI NORTYE LTD | 0 | 414,852 | +414,852 | 0 | 2,870,776 | 2.05% | +2,870,776 |
| SAVARA INC(SVRA) | 995,353 | 1,585,977 | +590,624 | 6,001,979 | 8,659,434 | 6.19% | +2,657,455 |
| PFIZER INC(PFE) | 0 | 74,000 | +74,000 | 0 | 2,077,920 | 1.48% | +2,077,920 |
| ZAI LAB LTD(ZLAB) | 196,853 | 275,818 | +78,965 | 3,472,487 | 5,188,137 | 3.71% | +1,715,650 |
| TRAVERE THERAPEUTICS INC(TVTX) | 38,022 | 102,754 | +64,732 | 1,452,821 | 3,052,821 | 2.18% | +1,600,000 |
| IMMUNOVANT INC(IMVT) | 288,677 | 357,606 | +68,929 | 7,338,169 | 8,882,933 | 6.35% | +1,544,764 |
| ACLARIS THERAPEUTICS INC | 0 | 366,490 | +366,490 | 0 | 1,374,338 | 0.98% | +1,374,338 |
| CLIMB BIO INC | 0 | 199,209 | +199,209 | 0 | 1,364,582 | 0.97% | +1,364,582 |
| TREVI THERAPEUTICS INC(TRVI) | 148,292 | 251,566 | +103,274 | 1,856,616 | 3,001,182 | 2.14% | +1,144,566 |
| TONIX PHARMACEUTICALS HLDG C | 0 | 63,540 | +63,540 | 0 | 873,675 | 0.62% | +873,675 |
| CULLINAN THERAPEUTICS INC(CGEM) | 0 | 59,484 | +59,484 | 0 | 845,268 | 0.60% | +845,268 |
| PALATIN TECHNOLOGIES INC | 33,971 | 35,969 | +1,998 | 522,474 | 626,580 | 0.45% | +104,106 |
| BIOMEA FUSION INC | 250,000 | 250,000 | 0 | 310,000 | 382,500 | 0.27% | +72,500 |
| ENTERA BIO LTD | 17,142 | 0 | -17,142 | 33,255 | 0 | — | -33,255 |
| CENTURY THERAPEUTICS INC | 462,963 | 119,308 | -343,655 | 460,556 | 269,636 | 0.19% | -190,920 |
| INVENTIVA SA(IVA) | 100,000 | 0 | -100,000 | 465,000 | 0 | — | -465,000 |
| ORIC PHARMACEUTICALS INC(ORIC) | 255,370 | 115,234 | -140,136 | 2,088,927 | 1,460,015 | 1.04% | -628,912 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 31,738 | 0 | -31,738 | 729,974 | 0 | — | -729,974 |
| FULCRUM THERAPEUTICS INC | 72,060 | 0 | -72,060 | 814,999 | 0 | — | -814,999 |
| PALISADE BIO INC | 367,103 | 0 | -367,103 | 862,692 | 0 | — | -862,692 |
| AARDVARK THERAPEUTICS INC | 69,496 | 0 | -69,496 | 912,135 | 0 | — | -912,135 |
| SPRUCE BIOSCIENCES INC | 12,137 | 0 | -12,137 | 1,057,254 | 0 | — | -1,057,254 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 26,249 | 0 | -26,249 | 1,081,721 | 0 | — | -1,081,721 |
| REZOLUTE INC | 513,765 | 0 | -513,765 | 1,212,485 | 0 | — | -1,212,485 |
| PROTARA THERAPEUTICS INC | 360,000 | 121,457 | -238,543 | 1,918,800 | 632,791 | 0.45% | -1,286,009 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 43,230 | 0 | -43,230 | 1,345,318 | 0 | — | -1,345,318 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 9,451 | 5,186 | -4,265 | 4,605,000 | 3,075,194 | 2.20% | -1,529,806 |
| TYRA BIOSCIENCES INC(TYRA) | 58,677 | 0 | -58,677 | 1,542,618 | 0 | — | -1,542,618 |
| SIONNA THERAPEUTICS INC(SION) | 180,593 | 141,024 | -39,569 | 7,429,596 | 5,653,652 | 4.04% | -1,775,944 |
| CABALETTA BIO INC | 2,253,550 | 1,066,239 | -1,187,311 | 4,935,275 | 2,868,183 | 2.05% | -2,067,092 |
| ASSEMBLY BIOSCIENCES INC | 65,273 | 0 | -65,273 | 2,219,935 | 0 | — | -2,219,935 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 25,469 | 0 | -25,469 | 2,665,840 | 0 | — | -2,665,840 |
| BRIGHT MINDS BIOSCIENCES INC | 47,278 | 13,311 | -33,967 | 3,689,575 | 971,304 | 0.69% | -2,718,271 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 96,334 | 0 | -96,334 | 2,780,199 | 0 | — | -2,780,199 |
| AVALO THERAPEUTICS INC(AVTX) | 153,313 | 0 | -153,313 | 2,784,164 | 0 | — | -2,784,164 |
| QUINCE THERAPEUTICS INC | 858,711 | 0 | -858,711 | 2,876,682 | 0 | — | -2,876,682 |
| ZENAS BIOPHARMA INC(ZBIO) | 83,353 | 0 | -83,353 | 3,026,547 | 0 | — | -3,026,547 |
| BELITE BIO INC(BLTE) | 24,703 | 0 | -24,703 | 3,951,492 | 0 | — | -3,951,492 |
| TAYSHA GENE THERAPIES INC(TSHA) | 980,768 | 258,269 | -722,499 | 5,394,224 | 1,154,462 | 0.82% | -4,239,762 |
| COGENT BIOSCIENCES INC(COGT) | 366,238 | 225,158 | -141,080 | 13,008,774 | 8,666,331 | 6.19% | -4,342,443 |
| REVOLUTION MEDICINES INC(RVMD) | 54,879 | 0 | -54,879 | 4,371,112 | 0 | — | -4,371,112 |
| AXSOME THERAPEUTICS INC.(AXSM) | 37,433 | 11,217 | -26,216 | 6,836,763 | 1,895,897 | 1.35% | -4,940,866 |
| AMICUS THERAPEUTICS INC COM | 352,896 | 0 | -352,896 | 5,025,239 | 0 | — | -5,025,239 |
| OCULAR THERAPEUTIX INC(OCUL) | 418,080 | 0 | -418,080 | 5,075,491 | 0 | — | -5,075,491 |
| MIND MEDICINE MINDMED INC | 425,202 | 0 | -425,202 | 5,693,455 | 0 | — | -5,693,455 |
| DYNAVAX TECHNOLOGIES CORP | 525,592 | 0 | -525,592 | 8,083,605 | 0 | — | -8,083,605 |
| UROGEN PHARMA LTD(URGN) | 718,354 | 387,371 | -330,983 | 16,823,851 | 6,964,931 | 4.98% | -9,858,920 |
| TERNS PHARMACEUTICALS INC | 443,777 | 0 | -443,777 | 17,928,591 | 0 | — | -17,928,591 |
| CIDARA THERAPEUTICS INC | 85,098 | 0 | -85,098 | 18,797,297 | 0 | — | -18,797,297 |