Vault-13

SUPERSTRING CAPITAL MANAGEMENT LP

NEW YORK, NY · CIK 1931118 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$158.4m reported value +13.2% vs Q1 2026
32positions
63.8%in top 10
8 new 13 added 9 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 COGENT BIOSCIENCES INC COM COGT COGT 343,284 $13.3m8.39% 8.39% AddedShares held: Q3 2025 361.4k, Q4 2025 366.2k, Q1 2026 225.2k, Q2 2026 343.3k +118.1k +118,126 52.5%
2 AXSOME THERAPEUTICS INC COM AXSM AXSM 53,916 $13.2m8.33% 8.33% AddedShares held: Q3 2025 0, Q4 2025 37.4k, Q1 2026 11.2k, Q2 2026 53.9k +42.7k +42,699 380.7%
3 GENMAB A/S SPONSORED ADS GMAB GMAB 430,600 $11.8m7.47% 7.47% AddedShares held: Q3 2025 0, Q4 2025 29.2k, Q1 2026 196.7k, Q2 2026 430.6k +233.9k +233,891 118.9%
4 CELLDEX THERAPEUTICS INC NEW COM NEW CLDX CLDX 287,583 $10.7m6.76% 6.76% AddedShares held: Q3 2025 0, Q4 2025 88.3k, Q1 2026 180.0k, Q2 2026 287.6k +107.5k +107,535 59.7%
5 TREVI THERAPEUTICS INC COM TRVI TRVI 524,224 $9.8m6.17% 6.17% AddedShares held: Q3 2025 0, Q4 2025 148.3k, Q1 2026 251.6k, Q2 2026 524.2k +272.7k +272,658 108.4%
6 REVOLUTION MEDICINES INC COM RVMD RVMD 51,053 $9.6m6.04% 6.04% NewShares held: Q3 2025 0, Q4 2025 54.9k, Q1 2026 0, Q2 2026 51.1k
7 DEFINIUM THERAPEUTICS INC COM SHS DFTX DFTX 188,282 $8.9m5.59% 5.59% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 351.5k, Q2 2026 188.3k -163.2k -163,179 -46.4%
8 VIR BIOTECHNOLOGY INC COM VIR VIR 853,685 $8.7m5.49% 5.49% AddedShares held: Q3 2025 150.3k, Q4 2025 0, Q1 2026 730.5k, Q2 2026 853.7k +123.1k +123,137 16.9%
9 IMMUNOVANT INC COM IMVT IMVT 208,368 $8.0m5.07% 5.07% ReducedShares held: Q3 2025 341.3k, Q4 2025 288.7k, Q1 2026 357.6k, Q2 2026 208.4k -149.2k -149,238 -41.7%
10 UROGEN PHARMA LTD COM URGN URGN 191,313 $7.0m4.45% 4.45% ReducedShares held: Q3 2025 87.9k, Q4 2025 718.4k, Q1 2026 387.4k, Q2 2026 191.3k -196.1k -196,058 -50.6%
11 CLIMB BIO INC COM CLYM CLYM 521,082 $6.8m4.29% 4.29% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 199.2k, Q2 2026 521.1k +321.9k +321,873 161.6%
12 ADLAI NORTYE LTD SPONSORED ADS ANL ANL 552,501 $6.4m4.01% 4.01% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 414.9k, Q2 2026 552.5k +137.6k +137,649 33.2%
13 SAVARA INC COM SVRA SVRA 977,460 $6.0m3.80% 3.80% ReducedShares held: Q3 2025 1.3m, Q4 2025 995.4k, Q1 2026 1.6m, Q2 2026 977.5k -608.5k -608,517 -38.4%
14 MAPLIGHT THERAPEUTICS INC COM MPLT MPLT 125,432 $4.5m2.84% 2.84% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 192.1k, Q2 2026 125.4k -66.7k -66,707 -34.7%
15 ORIC PHARMACEUTICALS INC COM ORIC ORIC 406,077 $4.4m2.78% 2.78% AddedShares held: Q3 2025 89.3k, Q4 2025 255.4k, Q1 2026 115.2k, Q2 2026 406.1k +290.8k +290,843 252.4%
16 UNITED THERAPEUTICS CORP DEL COM UTHR UTHR 7,172 $3.9m2.45% 2.45% AddedShares held: Q3 2025 0, Q4 2025 9.5k, Q1 2026 5.2k, Q2 2026 7.2k +2.0k +1,986 38.3%
17 VAXCYTE INC COM PCVX PCVX 66,793 $3.9m2.45% 2.45% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 110.5k, Q2 2026 66.8k -43.7k -43,661 -39.5%
18 BEIGENE LTD SPONSORED ADR ONC ONC 12,273 $3.5m2.21% 2.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 12.3k
19 CABALETTA BIO INC COM CABA CABA 1,278,652 $3.5m2.20% 2.20% AddedShares held: Q3 2025 1.5m, Q4 2025 2.3m, Q1 2026 1.1m, Q2 2026 1.3m +212.4k +212,413 19.9%
20 ZAI LAB LTD ADR ZLAB ZLAB 155,813 $3.0m1.87% 1.87% ReducedShares held: Q3 2025 200.6k, Q4 2025 196.9k, Q1 2026 275.8k, Q2 2026 155.8k -120.0k -120,005 -43.5%
21 SIONNA THERAPEUTICS INC COM SION SION 63,156 $2.8m1.75% 1.75% ReducedShares held: Q3 2025 0, Q4 2025 180.6k, Q1 2026 141.0k, Q2 2026 63.2k -77.9k -77,868 -55.2%
22 BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG DRUG 30,456 $2.1m1.35% 1.35% AddedShares held: Q3 2025 54.0k, Q4 2025 47.3k, Q1 2026 13.3k, Q2 2026 30.5k +17.1k +17,145 128.8%
23 ACLARIS THERAPEUTICS INC COM ACRS ACRS 257,675 $1.4m0.86% 0.86% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 366.5k, Q2 2026 257.7k -108.8k -108,815 -29.7%
24 CYBIN INC COM NEW COM NEW 204,424 $1.4m0.85% 0.85% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 204.4k
25 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A KNSA KNSA 18,867 $1.2m0.76% 0.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 18.9k
26 ROIVANT SCIENCES LTD SHS ROIV ROIV 25,623 $906.8k0.57% 0.57% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 25.6k
27 TONIX PHARMACEUTICALS HLDG C COM NEW TNXP TNXP 63,648 $812.1k0.51% 0.51% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 63.5k, Q2 2026 63.6k +108 +108 0.2%
28 PROTARA THERAPEUTICS INC COM STK TARA TARA 121,457 $464.0k0.29% 0.29% UnchangedShares held: Q3 2025 360.0k, Q4 2025 360.0k, Q1 2026 121.5k, Q2 2026 121.5k
29 FAETH THERAPEUTICS INC COM NEW FTH FTH 14,175 $354.4k0.22% 0.22% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 14.2k
30 BOUNDLESS BIO INC COM BOLD BOLD 55,356 $138.4k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 55.4k
31 BIOMEA FUSION INC COM BMEA BMEA 250,000 $85.3k0.05% 0.05% UnchangedShares held: Q3 2025 250.0k, Q4 2025 250.0k, Q1 2026 250.0k, Q2 2026 250.0k
32 VYNE THERAPEUTICS INC COM COM 61,269 $39.9k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 61.3k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
SUMMIT THERAPEUTICS INC SMMT SMMT 892,873 $16.9m892.9k shares
VERTEX PHARMACEUTICALS INC VRTX VRTX 11,010 $4.9m11.0k shares
IQVIA HLDGS INC IQV IQV 25,668 $4.4m25.7k shares
ARVINAS INC ARVN ARVN 312,620 $3.3m312.6k shares
ORUKA THERAPEUTICS INC ORKA ORKA 63,591 $3.1m63.6k shares
TRAVERE THERAPEUTICS INC TVTX TVTX 102,754 $3.1m102.8k shares
PFIZER INC PFE PFE 74,000 $2.1m74.0k shares
TAYSHA GENE THERAPIES INC TSHA TSHA 258,269 $1.2m258.3k shares
CULLINAN THERAPEUTICS INC CGEM CGEM 59,484 $845.3k59.5k shares
PALATIN TECHNOLOGIES INC PTN PTN 35,969 $626.6k36.0k shares
CENTURY THERAPEUTICS INC IPSC IPSC 119,308 $269.6k119.3k shares