Superstring Capital Management
Superstring Capital Management reported 32 stocks worth $158M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COGT (8.4%), AXSM (8.3%) and GMAB (7.5%). Compared with Q1 2026, the fund opened new positions in RVMD, ONC and KNSA, added to COGT, AXSM and GMAB, trimmed DFTX, IMVT and URGN and sold out of SMMT, VRTX and IQV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COGT Cogent Biosciences Inc | $13.3M | 8.4% | 343K | +118K (+52%) | 7 of 8 | |
| 2 |  AXSM Axsome Therapeutics Inc | $13.2M | 8.3% | 54K | +43K (+381%) | 4 of 8 | |
| 3 |  GMAB Genmab A/s | $11.8M | 7.5% | 431K | +234K (+119%) | 3 of 8 | |
| 4 |  CLDX Celldex Therapeutics Inc | $10.7M | 6.8% | 288K | +108K (+60%) | 3 of 8 | |
| 5 |  TRVI Trevi Therapeutics Inc | $9.8M | 6.2% | 524K | +273K (+108%) | 3 of 8 | |
| 6 |  RVMD Revolution Medicines Inc | $9.6M | 6.0% | 51K | New position | 2 of 8 | |
| 7 |  DFTX Definium Therapeutics Inc | $8.9M | 5.6% | 188K | −163K (−46%) | 2 of 8 | |
| 8 |  VIR Vir Biotechnology Inc | $8.7M | 5.5% | 854K | +123K (+17%) | 3 of 8 | |
| 9 |  IMVT Immunovant Inc | $8M | 5.1% | 208K | −149K (−42%) | 5 of 8 | |
| 10 |  URGN Urogen Pharma Ltd | $7M | 4.5% | 191K | −196K (−51%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SMMT Summit Therapeutics Inc | $16.9M | 893K |
 VRTX Vertex Pharmaceuticals I | $4.9M | 11K |
 IQV Iqvia Holdings | $4.4M | 26K |
 ARVN Arvinas Inc | $3.3M | 313K |
 ORKA Oruka Therapeutics Inc | $3.1M | 64K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Superstring Capital Management 13F FAQ
What does Superstring Capital Management own?
Superstring Capital Management reported 32 stocks worth $158M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COGT (8.4%), AXSM (8.3%) and GMAB (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Superstring Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 13 added to, 9 trimmed and 11 sold out. New positions include RVMD, ONC and KNSA. It sold all of SMMT, VRTX and IQV.
When will Superstring Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Superstring Capital Management's portfolio worth?
The Q2 2026 filing reports $158M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.