SUPERSTRING CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001931118
$1.40亿2026Q1 申报市值
35持仓数
57.9%前十大占比 · 第一大 12.1%
12 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SMMT 重新持有+$1,318.90万
DFTX 新建仓+$664.26万
PCVX 新建仓+$641.85万
VIR 重新持有+$519.89万
VRTX 新建仓+$491.64万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$1,879.73万
TERNS PHARMACEUT 清仓-$1,792.86万
DYNAVAX TECHNOLO 清仓-$808.36万
URGN 减仓-$595.11万
MIND MEDICINE MI 清仓-$569.35万
2026Q1 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 | $1,692.89万 | 12.09% | 892,873 | 695,620 | 352.7% | $1,318.90万 | 重新持有 |
| IMVT | IMMUNOVANT INC | $888.29万 | 6.35% | 357,606 | 68,929 | 23.9% | $171.22万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $866.63万 | 6.19% | 225,158 | -141,080 | -38.5% | -$543.02万 | 减仓 |
| SVRA | SAVARA INC | $865.94万 | 6.19% | 1,585,977 | 590,624 | 59.3% | $322.48万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $696.49万 | 4.98% | 387,371 | -330,983 | -46.1% | -$595.11万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $664.26万 | 4.75% | 351,461 | 351,461 | — | $664.26万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $654.57万 | 4.68% | 730,548 | 580,236 | 386.0% | $519.89万 | 重新持有 |
| PCVX | VAXCYTE INC | $641.85万 | 4.59% | 110,454 | 110,454 | — | $641.85万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $571.11万 | 4.08% | 180,048 | 91,740 | 103.9% | $291.00万 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $565.37万 | 4.04% | 141,024 | -39,569 | -21.9% | -$158.63万 | 减仓 |
| GMAB | GENMAB A/S | $527.77万 | 3.77% | 196,709 | 167,547 | 574.5% | $449.53万 | 加仓 |
| ZLAB | ZAI LAB LTD | $518.81万 | 3.71% | 275,818 | 78,965 | 40.1% | $148.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $491.64万 | 3.51% | 11,010 | 11,010 | — | $491.64万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $437.74万 | 3.13% | 25,668 | 6,554 | 34.3% | $111.77万 | 重新持有 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $390.62万 | 2.79% | 192,139 | 192,139 | — | $390.62万 | 新建仓 |
| ARVN | ARVINAS INC | $331.38万 | 2.37% | 312,620 | 312,620 | — | $331.38万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $311.91万 | 2.23% | 63,591 | 63,591 | — | $311.91万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $307.52万 | 2.20% | 5,186 | -4,265 | -45.1% | -$252.91万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $305.28万 | 2.18% | 102,754 | 64,732 | 170.2% | $192.32万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $300.12万 | 2.14% | 251,566 | 103,274 | 69.6% | $123.21万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $287.08万 | 2.05% | 414,852 | 414,852 | — | $287.08万 | 新建仓 |
| CABA | CABALETTA BIO INC | $286.82万 | 2.05% | 1,066,239 | -1,187,311 | -52.7% | -$319.39万 | 减仓 |
| PFE | PFIZER INC | $207.79万 | 1.48% | 74,000 | 74,000 | — | $207.79万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $189.59万 | 1.35% | 11,217 | -26,216 | -70.0% | -$443.10万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $146.00万 | 1.04% | 115,234 | -140,136 | -54.9% | -$177.55万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $137.43万 | 0.98% | 366,490 | 366,490 | — | $137.43万 | 新建仓 |
| CLYM | CLIMB BIO INC | $136.46万 | 0.97% | 199,209 | 199,209 | — | $136.46万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $115.45万 | 0.82% | 258,269 | -722,499 | -73.7% | -$322.96万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $97.13万 | 0.69% | 13,311 | -33,967 | -71.8% | -$247.86万 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $87.37万 | 0.62% | 63,540 | 63,540 | — | $87.37万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $84.53万 | 0.60% | 59,484 | 59,484 | — | $84.53万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $63.28万 | 0.45% | 121,457 | -238,543 | -66.3% | -$124.28万 | 减仓 |
| — | PALATIN TECHNOLOGIES INC | $62.66万 | 0.45% | 35,969 | 1,998 | 5.9% | $3.48万 | 加仓 |
| — | BIOMEA FUSION INC | $38.25万 | 0.27% | 250,000 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $26.96万 | 0.19% | 119,308 | -343,655 | -74.2% | -$77.67万 | 减仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -85,098 | -100.0% | -$1,879.73万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -443,777 | -100.0% | -$1,792.86万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -525,592 | -100.0% | -$808.36万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -425,202 | -100.0% | -$569.35万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -418,080 | -100.0% | -$507.55万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -352,896 | -100.0% | -$502.52万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -24,703 | -100.0% | -$395.15万 | 清仓 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -83,353 | -100.0% | -$302.65万 | 清仓 |
| — | QUINCE THERAPEUTICS INC | $0 | 0.00% | 0 | -858,711 | -100.0% | -$287.67万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -153,313 | -100.0% | -$278.42万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -96,334 | -100.0% | -$278.02万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -25,469 | -100.0% | -$266.58万 | 清仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $0 | 0.00% | 0 | -65,273 | -100.0% | -$221.99万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -58,677 | -100.0% | -$154.26万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -43,230 | -100.0% | -$134.53万 | 清仓 |
| RZLT | REZOLUTE INC | $0 | 0.00% | 0 | -513,765 | -100.0% | -$121.25万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -26,249 | -100.0% | -$108.17万 | 清仓 |
| — | SPRUCE BIOSCIENCES INC | $0 | 0.00% | 0 | -12,137 | -100.0% | -$105.73万 | 清仓 |
| — | AARDVARK THERAPEUTICS INC | $0 | 0.00% | 0 | -69,496 | -100.0% | -$91.21万 | 清仓 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -367,103 | -100.0% | -$86.27万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -72,060 | -100.0% | -$81.50万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -31,738 | -100.0% | -$73.00万 | 清仓 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -100,000 | -100.0% | -$46.50万 | 清仓 |
| — | ENTERA BIO LTD | $0 | 0.00% | 0 | -17,142 | -100.0% | -$3.33万 | 清仓 |