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SUPERSTRING CAPITAL MANAGEMENT LP

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13F filer, CIK 1931118, NEW YORK, NY

SUPERSTRING CAPITAL MANAGEMENT LP reported $186,779,622 across 45 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 57.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001931118-26-000003

Period
2025-12-31
Reported value
$187M
Holdings
45
Top 10 weight
57.79%
New
29
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
URGNadded+630,442$14.8M
DVAXnew+525,592$8.08M
SIONnew+180,593$7.43M
AXSMnew+37,433$6.84M
MIND MEDICINE MINDMED INCnew+425,202$5.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TERNreduced-345,869-$14M
89BIO INCexited-384,652-$5.65M
JAZZexited-40,893-$5.39M
BBIOexited-88,658-$4.6M
SMMTexited-197,253-$4.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001931118-26-000003, largest first. % of portfolio is the value over $186,779,622, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CDTXCIDARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,463 shares; 2025Q4: 85,098 shares 85,098$18.8M10.06%+16,635Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,546 shares; 2024Q4: 2,020,562 shares; 2025Q1: 1,357,153 shares; 2025Q2: 1,286,681 shares; 2025Q3: 789,646 shares; 2025Q4: 443,777 shares 443,777$17.9M9.6%-345,869Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301,206 shares; 2025Q1: 423,632 shares; 2025Q2: 87,912 shares; 2025Q3: 87,912 shares; 2025Q4: 718,354 shares 718,354$16.8M9.01%+630,442Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910,865 shares; 2025Q1: 774,721 shares; 2025Q2: 962,951 shares; 2025Q3: 361,408 shares; 2025Q4: 366,238 shares 366,238$13M6.96%+4,830Timeline
DVAXDYNAVAX TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525,592 shares 525,592$8.08M4.33%newTimeline
SIONSIONNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,593 shares 180,593$7.43M3.98%newTimeline
IMVTIMMUNOVANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341,348 shares; 2025Q4: 288,677 shares 288,677$7.34M3.93%-52,671Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,433 shares 37,433$6.84M3.66%newTimeline
SVRASAVARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 508,338 shares; 2025Q1: 966,203 shares; 2025Q2: 1,115,379 shares; 2025Q3: 1,309,236 shares; 2025Q4: 995,353 shares 995,353$6M3.21%-313,883Timeline
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,202 shares 425,202$5.69M3.05%new
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 755,599 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980,768 shares 980,768$5.39M2.89%newTimeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,297 shares; 2025Q2: 88,980 shares; 2025Q3: not reported; 2025Q4: 418,080 shares 418,080$5.08M2.72%newTimeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,896 shares 352,896$5.03M2.69%newTimeline
CABACABALETTA BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,795 shares; 2024Q4: 822,293 shares; 2025Q1: 458,972 shares; 2025Q2: 1,060,764 shares; 2025Q3: 1,544,525 shares; 2025Q4: 2,253,550 shares 2,253,550$4.94M2.64%+709,025Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,874 shares; 2025Q3: not reported; 2025Q4: 9,451 shares 9,451$4.61M2.47%newTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,879 shares 54,879$4.37M2.34%newTimeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,703 shares 24,703$3.95M2.12%newTimeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,950 shares; 2025Q4: 47,278 shares 47,278$3.69M1.98%-6,672Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,932 shares; 2024Q4: 403,630 shares; 2025Q1: 294,947 shares; 2025Q2: 134,895 shares; 2025Q3: 200,628 shares; 2025Q4: 196,853 shares 196,853$3.47M1.86%-3,775Timeline
ZBIOZENAS BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,605 shares; 2024Q4: 111,605 shares; 2025Q1: 111,605 shares; 2025Q2: 111,605 shares; 2025Q3: 96,665 shares; 2025Q4: 83,353 shares 83,353$3.03M1.62%-13,312Timeline
QNCXQUINCE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 858,711 shares 858,711$2.88M1.54%newTimeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,080 shares; 2025Q4: 153,313 shares 153,313$2.78M1.49%-34,767Timeline
CAPRCAPRICOR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,347 shares; 2024Q4: 55,229 shares; 2025Q1: 241,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,334 shares 96,334$2.78M1.49%newTimeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,469 shares 25,469$2.67M1.43%newTimeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,308 shares 88,308$2.4M1.28%newTimeline
ASMBASSEMBLY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,273 shares 65,273$2.22M1.19%newTimeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949,522 shares; 2024Q4: 1,580,745 shares; 2025Q1: 819,194 shares; 2025Q2: 344,922 shares; 2025Q3: 89,346 shares; 2025Q4: 255,370 shares 255,370$2.09M1.12%+166,024Timeline
TARAPROTARA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360,000 shares; 2025Q1: 360,000 shares; 2025Q2: 360,000 shares; 2025Q3: 360,000 shares; 2025Q4: 360,000 shares 360,000$1.92M1.03%0Timeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,292 shares 148,292$1.86M0.99%newTimeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,677 shares 58,677$1.54M0.83%newTimeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,487 shares; 2025Q2: 276,474 shares; 2025Q3: 53,627 shares; 2025Q4: 38,022 shares 38,022$1.45M0.78%-15,605Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,230 shares 43,230$1.35M0.72%newTimeline
RZLTREZOLUTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513,765 shares 513,765$1.21M0.65%newTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,249 shares 26,249$1.08M0.58%newTimeline
SPRBSPRUCE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares 12,137$1.06M0.57%newTimeline
AARDAARDVARK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,496 shares 69,496$912K0.49%newTimeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,162 shares 29,162$898K0.48%newTimeline
PALIPALISADE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367,103 shares 367,103$863K0.46%newTimeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,060 shares 72,060$815K0.44%newTimeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,422 shares; 2025Q3: not reported; 2025Q4: 31,738 shares 31,738$730K0.39%newTimeline
PTNPALATIN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,971 shares 33,971$522K0.28%newTimeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000$465K0.25%newTimeline
IPSCCENTURY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 462,963 shares; 2025Q1: 462,963 shares; 2025Q2: 462,963 shares; 2025Q3: 462,963 shares; 2025Q4: 462,963 shares 462,963$461K0.25%0Timeline
BMEABIOMEA FUSION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares 250,000$310K0.17%0Timeline
ENTXENTERA BIO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,142 shares 17,142$33.3K0.02%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
89BIO INC89BIO INC384,652$5.65Mshares
JAZZJAZZ PHARMACEUTICALS PLC40,893$5.39Mshares
BBIOBRIDGEBIO PHARMA INC88,658$4.6Mshares
SMMTSUMMIT THERAPEUTICS INC197,253$4.08Mshares
IQVIQVIA HLDGS INC19,114$3.63Mshares
REGNREGENERON PHARMACEUTICALS6,401$3.6Mshares
NKTRNEKTAR THERAPEUTICS51,270$2.92Mshares
INSMINSMED INC19,786$2.85Mshares
BCAXBICARA THERAPEUTICS INC175,902$2.78Mshares
SNYSANOFI SA50,407$2.38Mshares
QUREUNIQURE NV33,175$1.94Mshares
TECXTECTONIC THERAPEUTIC INC119,286$1.87Mshares
KROSKEROS THERAPEUTICS INC95,083$1.5Mshares
SRRKSCHOLAR ROCK HLDG CORP39,521$1.47Mshares
PTGXPROTAGONIST THERAPEUTICS INC20,358$1.35Mshares
RAPTRAPT THERAPEUTICS INC34,449$888Kshares
VIRVIR BIOTECHNOLOGY INC150,312$858Kshares
CRBPCORBUS PHARMACEUTICALS HLDGS57,644$729Kshares
NBPNOVABRIDGE BIOSCIENCES139,886$529Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001931118-26-000003 base2026-02-17acceptance time not in the bulk data set