SUPERSTRING CAPITAL MANAGEMENT LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$158,380
Net value change ($000)
+18,410 (13.2%)
New positions
8
Sold out positions
11
Turnover %
36.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AXSM 11,301 596.0%
RVMD 9,561 NEW
TRVI 6,776 225.8%
GMAB 6,551 124.1%
CLYM 5,430 397.8%
CLDX 4,990 87.4%
COGT 4,619 53.3%
ONC 3,497 NEW
ANL 3,483 121.3%
ORIC 2,938 201.2%
Top Reduces (Value $000, Stocks/ETFs)
SMMT -16,929 -100.0%
VRTX -4,916 -100.0%
IQV -4,377 -100.0%
ARVN -3,314 -100.0%
ORKA -3,119 -100.0%
TVTX -3,053 -100.0%
SION -2,876 -50.9%
SVRA -2,638 -30.5%
PCVX -2,535 -39.5%
ZLAB -2,228 -42.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type