SUPERSTRING CAPITAL MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CIDARA THERAPEUTICS INC | 0 | 68,463 | +68,463 | 0 | 6,556,017 | 6.46% | +6,556,017 |
| IMMUNOVANT INC(IMVT) | 0 | 341,348 | +341,348 | 0 | 5,502,530 | 5.42% | +5,502,530 |
| SUMMIT THERAPEUTICS INC(SMMT) | 0 | 197,253 | +197,253 | 0 | 4,075,247 | 4.01% | +4,075,247 |
| IQVIA HLDGS INC(IQV) | 0 | 19,114 | +19,114 | 0 | 3,630,513 | 3.58% | +3,630,513 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 6,401 | +6,401 | 0 | 3,599,090 | 3.55% | +3,599,090 |
| 89BIO INC | 212,377 | 384,652 | +172,275 | 2,085,542 | 5,654,384 | 5.57% | +3,568,842 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 53,950 | +53,950 | 0 | 3,272,607 | 3.22% | +3,272,607 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 51,270 | +51,270 | 0 | 2,917,263 | 2.87% | +2,917,263 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 188,080 | +188,080 | 0 | 2,390,497 | 2.36% | +2,390,497 |
| SANOFI SA(SNY) | 0 | 50,407 | +50,407 | 0 | 2,379,210 | 2.34% | +2,379,210 |
| SAVARA INC(SVRA) | 1,115,379 | 1,309,236 | +193,857 | 2,543,064 | 4,673,973 | 4.60% | +2,130,909 |
| ZAI LAB LTD(ZLAB) | 134,895 | 200,628 | +65,733 | 4,717,278 | 6,799,283 | 6.70% | +2,082,005 |
| CABALETTA BIO INC | 1,060,764 | 1,544,525 | +483,761 | 1,612,361 | 3,614,189 | 3.56% | +2,001,828 |
| UNIQURE NV(QURE) | 0 | 33,175 | +33,175 | 0 | 1,936,425 | 1.91% | +1,936,425 |
| KEROS THERAPEUTICS INC | 0 | 95,083 | +95,083 | 0 | 1,504,213 | 1.48% | +1,504,213 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 0 | 39,521 | +39,521 | 0 | 1,471,762 | 1.45% | +1,471,762 |
| INSMED INC(INSM) | 14,571 | 19,786 | +5,215 | 1,466,425 | 2,849,382 | 2.81% | +1,382,957 |
| PROTAGONIST THERAPEUTICS INC | 0 | 20,358 | +20,358 | 0 | 1,352,382 | 1.33% | +1,352,382 |
| TERNS PHARMACEUTICALS INC | 1,286,681 | 789,646 | -497,035 | 4,799,320 | 5,930,241 | 5.84% | +1,130,921 |
| ZENAS BIOPHARMA INC(ZBIO) | 111,605 | 96,665 | -14,940 | 1,081,452 | 2,145,963 | 2.11% | +1,064,511 |
| BICARA THERAPEUTICS INC | 189,699 | 175,902 | -13,797 | 1,762,304 | 2,777,493 | 2.74% | +1,015,189 |
| VIR BIOTECHNOLOGY INC(VIR) | 0 | 150,312 | +150,312 | 0 | 858,282 | 0.85% | +858,282 |
| CORBUS PHARMACEUTICALS HLDGS | 0 | 57,644 | +57,644 | 0 | 729,197 | 0.72% | +729,197 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 44,107 | 40,893 | -3,214 | 4,680,635 | 5,389,697 | 5.31% | +709,062 |
| RAPT THERAPEUTICS INC | 26,034 | 34,449 | +8,415 | 208,272 | 888,440 | 0.88% | +680,168 |
| UROGEN PHARMA LTD(URGN) | 87,912 | 87,912 | 0 | 1,204,394 | 1,753,844 | 1.73% | +549,450 |
| I MAB | 0 | 139,886 | +139,886 | 0 | 528,769 | 0.52% | +528,769 |
| PROTARA THERAPEUTICS INC | 360,000 | 360,000 | 0 | 1,090,800 | 1,566,000 | 1.54% | +475,200 |
| BRIDGEBIO PHARMA INC(BBIO) | 96,766 | 88,658 | -8,108 | 4,178,356 | 4,604,897 | 4.54% | +426,541 |
| TECTONIC THERAPEUTIC INC | 79,058 | 119,286 | +40,228 | 1,570,882 | 1,871,597 | 1.84% | +300,715 |
| BIOMEA FUSION INC | 250,000 | 250,000 | 0 | 450,000 | 505,000 | 0.50% | +55,000 |
| CENTURY THERAPEUTICS INC | 462,963 | 462,963 | 0 | 258,657 | 230,556 | 0.23% | -28,101 |
| LAKESHORE BIOPHARMA CO LTD | 30,792 | 0 | -30,792 | 31,408 | 0 | — | -31,408 |
| SO YOUNG INTERNATIONAL INC | 72,936 | 0 | -72,936 | 226,102 | 0 | — | -226,102 |
| KYVERNA THERAPEUTICS INC | 142,542 | 0 | -142,542 | 437,604 | 0 | — | -437,604 |
| WAVE LIFE SCIENCES LTD(WVE) | 70,242 | 0 | -70,242 | 456,573 | 0 | — | -456,573 |
| ROCKET PHARMACEUTICALS INC | 214,412 | 0 | -214,412 | 525,309 | 0 | — | -525,309 |
| OCULAR THERAPEUTIX INC(OCUL) | 88,980 | 0 | -88,980 | 825,734 | 0 | — | -825,734 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 17,623 | 0 | -17,623 | 831,806 | 0 | — | -831,806 |
| LIQUIDIA CORPORATION(LQDA) | 71,071 | 0 | -71,071 | 885,545 | 0 | — | -885,545 |
| AVIDITY BIOSCIENCES INC | 47,037 | 0 | -47,037 | 1,335,851 | 0 | — | -1,335,851 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 4,874 | 0 | -4,874 | 1,400,544 | 0 | — | -1,400,544 |
| COGENT BIOSCIENCES INC(COGT) | 962,951 | 361,408 | -601,543 | 6,913,988 | 5,189,819 | 5.11% | -1,724,169 |
| CYTOKINETICS INC(CYTK) | 61,103 | 0 | -61,103 | 2,018,843 | 0 | — | -2,018,843 |
| ORIC PHARMACEUTICALS INC(ORIC) | 344,922 | 89,346 | -255,576 | 3,500,958 | 1,072,152 | 1.06% | -2,428,806 |
| TRAVERE THERAPEUTICS INC(TVTX) | 276,474 | 53,627 | -222,847 | 4,091,815 | 1,281,685 | 1.26% | -2,810,130 |
| SOLENO THERAPEUTICS INC | 33,691 | 0 | -33,691 | 2,822,632 | 0 | — | -2,822,632 |
| IONIS PHARMACEUTICALS INC(IONS) | 98,267 | 0 | -98,267 | 3,882,529 | 0 | — | -3,882,529 |
| SOLENO THERAPEUTICS INC(Put) | 50,000 | 0 | -50,000 | 4,189,000 | 0 | — | -4,189,000 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 130,422 | 0 | -130,422 | 4,742,144 | 0 | — | -4,742,144 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 40,608 | 0 | -40,608 | 5,104,020 | 0 | — | -5,104,020 |
| VERONA PHARMA PLC | 68,982 | 0 | -68,982 | 6,524,318 | 0 | — | -6,524,318 |