StockDriftsStockDriftsTop 32 Superstring Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COGT | COGENT BIOSCIENCES INC | 8.39% | 343.3K | $13.3M | +52.46%(+118.13K) | $18.67(+99.84%) | 2026-06-30 | |
| AXSM | AXSOME THERAPEUTICS INC. | 8.33% | 53.9K | $13.2M | +380.66%(+42.70K) | $190.34(+12.26%) | 2026-06-30 | |
| GMAB | GENMAB A/S | 7.47% | 430.6K | $11.8M | +118.90%(+233.89K) | $27.77(+12.86%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 6.76% | 287.6K | $10.7M | +59.73%(+107.53K) | $30.00(+42.02%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 6.17% | 524.2K | $9.8M | +108.38%(+272.66K) | $13.23(+35.26%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 6.04% | 51.1K | $9.6M | new | $63.18(+219.75%) | 2026-06-30 | |
| DFTX | DEFINIUM THERAPEUTICS INC | 5.59% | 188.3K | $8.9M | -46.43%(-163.18K) | $16.14(+171.91%) | 2026-06-30 | |
| VIR | VIR BIOTECHNOLOGY INC | 5.49% | 853.7K | $8.7M | +16.86%(+123.14K) | $7.39(+23.14%) | 2026-06-30 | |
| IMVT | IMMUNOVANT INC | 5.07% | 208.4K | $8.0M | -41.73%(-149.24K) | $18.52(+125.80%) | 2026-06-30 | |
| URGN | UROGEN PHARMA LTD | 4.45% | 191.3K | $7.0M | -50.61%(-196.06K) | $20.67(+135.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.31% |
Superstring Capital Management LP reports $158.38M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are COGT (8.4%), AXSM (8.3%) and GMAB (7.5%). The top 20 holdings account for 92.66% of reported assets. Its disclosed equity book has returned +34.24% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Superstring Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1931118). View Superstring Capital Management LP’s 13F filings on SEC