Superstring Capital Management LP holds a focused book of 32 stocks worth $158.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Revolution Medicines Inc and trimmed Definium Therapeutics Inc. Their largest long position is Cogent Biosciences Inc at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Superstring Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 75 / 32 | $3.6B |
| MORGAN STANLEY | 74 / 32 | $8.8B |
| GEODE CAPITAL MANAGEMENT, LLC | 73 / 32 | $13.4B |
| BlackRock, Inc. | 70 / 32 | $49.1B |
| GOLDMAN SACHS GROUP INC | 70 / 32 | $5.7B |
| JPMORGAN CHASE & CO | 69 / 32 | $8.8B |
| BNP PARIBAS FINANCIAL MARKETS | 69 / 32 | $1.4B |
| BARCLAYS PLC | 68 / 32 | $1.3B |
Ranked by how many of Superstring Capital Management LP's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cogent Biosciences Inc COM | $13.3M | 343.3K | 8.4% | ▲+52% Added · +118K sh | |
| 2 | Axsome Therapeutics Inc. COM | $13.2M | 53.9K | 8.3% | ▲+381% Added · +43K sh | |
| 3 | Genmab A/s SPONSORED ADS | $11.8M | 430.6K | 7.5% | ▲+119% Added · +234K sh | |
| 4 | Celldex Therapeutics Inc New COM NEW | $10.7M | 287.6K | 6.8% | ▲+60% Added · +108K sh | |
| 5 | Trevi Therapeutics Inc COM | $9.8M | 524.2K | 6.2% | ▲+108% Added · +273K sh | |
| 6 | Revolution Medicines Inc COM | $9.6M | 51.1K | 6.0% | ▲New New position | |
| 7 | Definium Therapeutics Inc COM SHS | $8.9M | 188.3K | 5.6% | ▼−46% Reduced · −163K sh | |
| 8 | Vir Biotechnology Inc COM | $8.7M | 853.7K | 5.5% | ▲+17% Added · +123K sh | |
| 9 | Immunovant Inc COM | $8.0M | 208.4K | 5.1% | ▼−42% Reduced · −149K sh | |
| 10 | Urogen Pharma Ltd COM | $7.0M | 191.3K | 4.4% | ▼−51% Reduced · −196K sh | |
| 11 | Climb Bio Inc COM | $6.8M | 521.1K | 4.3% | ▲+162% Added · +322K sh | |
| 12 | Adlai Nortye Ltd SPONSORED ADS | $6.4M | 552.5K | 4.0% | ▲+33% Added · +138K sh | |
| 13 | Savara Inc COM | $6.0M | 977.5K | 3.8% | ▼−38% Reduced · −609K sh | |
| 14 | Maplight Therapeutics Inc COM | $4.5M | 125.4K | 2.8% | ▼−35% Reduced · −67K sh | |
| 15 | Oric Pharmaceuticals Inc COM | $4.4M | 406.1K | 2.8% | ▲+252% Added · +291K sh | |
| 16 | United Therapeutics Corp Del COM | $3.9M | 7.2K | 2.5% | ▲+38% Added · +2K sh | |
| 17 | Vaxcyte Inc COM | $3.9M | 66.8K | 2.5% | ▼−40% Reduced · −44K sh | |
| 18 | Beone Medicines Ltd SPONSORED ADS | $3.5M | 12.3K | 2.2% | ▲New New position | |
| 19 | Cabaletta Bio Inc COM | $3.5M | 1.28M | 2.2% | ▲+20% Added · +212K sh | |
| 20 | Zai Lab Ltd ADR | $3.0M | 155.8K | 1.9% | ▼−44% Reduced · −120K sh | |
| 21 | Sionna Therapeutics Inc COM | $2.8M | 63.2K | 1.8% | ▼−55% Reduced · −78K sh | |
| 22 | Bright Minds Biosciences Inc COM NEW | $2.1M | 30.5K | 1.3% | ▲+129% Added · +17K sh | |
| 23 | Aclaris Therapeutics Inc COM | $1.4M | 257.7K | 0.9% | ▼−30% Reduced · −109K sh | |
| 24 | Cybin Inc COM NEW | $1.4M | 204.4K | 0.9% | ▲New New position | |
| 25 | Kiniksa Pharmaceuticals Intl ORD SHS CL A | $1.2M | 18.9K | 0.8% | ▲New New position | |
| 26 | Roivant Sciences Ltd SHS | $907K | 25.6K | 0.6% | ▲New New position | |
| 27 | Tonix Pharmaceuticals Hldg C COM NEW | $812K | 63.6K | 0.5% | ▲+0.2% Added · +108 sh | |
| 28 | Protara Therapeutics Inc COM STK | $464K | 121.5K | 0.3% | —Held | |
| 29 | Faeth Therapeutics Inc COM NEW | $354K | 14.2K | 0.2% | ▲New New position | |
| 30 | Boundless Bio Inc COM | $138K | 55.4K | 0.1% | ▲New New position | |
| 31 | Biomea Fusion Inc COM | $85K | 250.0K | 0.1% | —Held | |
| 32 | Vyne Therapeutics Inc COM | $40K | 61.3K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1931118/holdings"
Use Arkolith to show SUPERSTRING CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 32 | $158.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 35 | $140.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 45 | $186.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 35 | $101.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 36 | $84.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 34 | $84.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 39 | $115.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 28 | $114.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.