Portfolio (Quarterly)
Guide ↗
SUPERSTRING CAPITAL MANAGEMENT LP
· CIK 0001931118| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 892,873.0 | $16.9M | 12.10% | NEW | — | $18.96 | -5.6% |
| 2 | DFTX | DEFINIUM THERAPEUTICS INC | Healthcare | 351,461.0 | $6.6M | 4.75% | NEW | — | $18.90 | +19.8% |
| 3 | VIR | VIR BIOTECHNOLOGY INC | Healthcare | 730,548.0 | $6.5M | 4.68% | NEW | — | $8.96 | -0.9% |
| 4 | PCVX | VAXCYTE INC | Healthcare | 110,454.0 | $6.4M | 4.59% | NEW | — | $58.11 | -18.4% |
| 5 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 11,010.0 | $4.9M | 3.51% | NEW | — | $446.54 | -3.6% |
| 6 | — | IQVIA HLDGS INC | — | 25,668.0 | $4.4M | 3.13% | NEW | — | $170.54 | — |
| 7 | MPLT | MAPLIGHT THERAPEUTICS INC | Healthcare | 192,139.0 | $3.9M | 2.79% | NEW | — | $20.33 | +44.0% |
| 8 | ARVN | ARVINAS INC | Healthcare | 312,620.0 | $3.3M | 2.37% | NEW | — | $10.60 | -14.2% |
| 9 | ORKA | ORUKA THERAPEUTICS INC | Healthcare | 63,591.0 | $3.1M | 2.23% | NEW | — | $49.05 | +19.7% |
| 10 | ANL | ADLAI NORTYE LTD | Healthcare | 414,852.0 | $2.9M | 2.05% | NEW | — | $6.92 | +67.1% |
| 11 | PFE | PFIZER INC | Healthcare | 74,000.0 | $2.1M | 1.49% | NEW | — | $28.08 | -7.6% |
| 12 | ACRS | ACLARIS THERAPEUTICS INC | Healthcare | 366,490.0 | $1.4M | 0.98% | NEW | — | $3.75 | +21.1% |
| 13 | — | CLIMB BIO INC | — | 199,209.0 | $1.4M | 0.97% | NEW | — | $6.85 | — |
| 14 | TNXP | TONIX PHARMACEUTICALS HLDG C | Healthcare | 63,540.0 | $874K | 0.62% | NEW | — | $13.75 | +5.5% |
| 15 | CGEM | CULLINAN THERAPEUTICS INC | Healthcare | 59,484.0 | $845K | 0.60% | NEW | — | $14.21 | -1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
100.0%