SUPERSTRING CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001931118
$1.58亿2026Q2 申报市值
32持仓数
63.8%前十大占比 · 第一大 8.4%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AXSM 加仓+$1,045.14万
GMAB 加仓+$642.50万
TRVI 加仓+$508.51万
COGT 加仓+$457.15万
CLYM 加仓+$419.72万
2026Q2 卖出最多 按季末市值估算
SMMT 清仓-$1,692.89万
DFTX 减仓-$767.59万
URGN 减仓-$721.49万
IMVT 减仓-$575.01万
VRTX 清仓-$491.64万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -892,873 | -100.0% | -$1,692.89万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,010 | -100.0% | -$491.64万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -25,668 | -100.0% | -$437.74万 | 清仓 |
| ARVN | ARVINAS INC | $0 | 0.00% | 0 | -312,620 | -100.0% | -$331.38万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -63,591 | -100.0% | -$311.91万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -102,754 | -100.0% | -$305.28万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -74,000 | -100.0% | -$207.79万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -258,269 | -100.0% | -$115.45万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -59,484 | -100.0% | -$84.53万 | 清仓 |
| — | PALATIN TECHNOLOGIES INC | $0 | 0.00% | 0 | -35,969 | -100.0% | -$62.66万 | 清仓 |
| IPSC | CENTURY THERAPEUTICS INC | $0 | 0.00% | 0 | -119,308 | -100.0% | -$26.96万 | 清仓 |
| — | VYNE THERAPEUTICS INC | $3.99万 | 0.03% | 61,269 | 61,269 | — | $3.99万 | 新建仓 |
| — | BIOMEA FUSION INC | $8.53万 | 0.05% | 250,000 | 0 | 0.0% | — | 不变 |
| — | BOUNDLESS BIO INC | $13.84万 | 0.09% | 55,356 | 55,356 | — | $13.84万 | 新建仓 |
| FTH | FAETH THERAPEUTICS INC | $35.44万 | 0.22% | 14,175 | 14,175 | — | $35.44万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $46.40万 | 0.29% | 121,457 | 0 | 0.0% | — | 不变 |
| — | TONIX PHARMACEUTICALS HLDG C | $81.21万 | 0.51% | 63,648 | 108 | 0.2% | $1,378 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $90.68万 | 0.57% | 25,623 | 25,623 | — | $90.68万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $120.65万 | 0.76% | 18,867 | 18,867 | — | $120.65万 | 新建仓 |
| — | CYBIN INC | $135.12万 | 0.85% | 204,424 | 204,424 | — | $135.12万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $136.31万 | 0.86% | 257,675 | -108,815 | -29.7% | -$57.56万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $213.80万 | 1.35% | 30,456 | 17,145 | 128.8% | $120.36万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $277.82万 | 1.75% | 63,156 | -77,868 | -55.2% | -$342.54万 | 减仓 |
| ZLAB | ZAI LAB LTD | $296.04万 | 1.87% | 155,813 | -120,005 | -43.5% | -$228.01万 | 减仓 |
| CABA | CABALETTA BIO INC | $347.80万 | 2.20% | 1,278,652 | 212,413 | 19.9% | $57.78万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $349.74万 | 2.21% | 12,273 | 12,273 | — | $349.74万 | 新建仓 |
| PCVX | VAXCYTE INC | $388.27万 | 2.45% | 66,793 | -43,661 | -39.5% | -$253.80万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $388.60万 | 2.45% | 7,172 | 1,986 | 38.3% | $107.61万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $439.78万 | 2.78% | 406,077 | 290,843 | 252.4% | $314.98万 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $449.55万 | 2.84% | 125,432 | -66,707 | -34.7% | -$239.08万 | 减仓 |
| SVRA | SAVARA INC | $602.12万 | 3.80% | 977,460 | -608,517 | -38.4% | -$374.85万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $635.38万 | 4.01% | 552,501 | 137,649 | 33.2% | $158.30万 | 加仓 |
| CLYM | CLIMB BIO INC | $679.49万 | 4.29% | 521,082 | 321,873 | 161.6% | $419.72万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $704.03万 | 4.45% | 191,313 | -196,058 | -50.6% | -$721.49万 | 减仓 |
| IMVT | IMMUNOVANT INC | $802.84万 | 5.07% | 208,368 | -149,238 | -41.7% | -$575.01万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $869.90万 | 5.49% | 853,685 | 123,137 | 16.9% | $125.48万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $885.68万 | 5.59% | 188,282 | -163,179 | -46.4% | -$767.59万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $956.12万 | 6.04% | 51,053 | -3,826 | -7.0% | -$71.65万 | 重新持有 |
| TRVI | TREVI THERAPEUTICS INC | $977.68万 | 6.17% | 524,224 | 272,658 | 108.4% | $508.51万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,070.10万 | 6.76% | 287,583 | 107,535 | 59.7% | $400.14万 | 加仓 |
| GMAB | GENMAB A/S | $1,182.86万 | 7.47% | 430,600 | 233,891 | 118.9% | $642.50万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,319.70万 | 8.33% | 53,916 | 42,699 | 380.7% | $1,045.14万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $1,328.51万 | 8.39% | 343,284 | 118,126 | 52.5% | $457.15万 | 加仓 |