SUPERSTRING CAPITAL MANAGEMENT LP Quant / Systematic

CIK: 0001931118 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $186,780 (100.0% shares, 0.0% debt)

Holdings (45)

New Positions (29)

— DYNAVAX TECHNOLOGIES CORP 4.3%
Value ($000) $8,084 Shares 525,592 Est. Cost $15.38 Unrealized —
SION SIONNA THERAPEUTICS INC 4.0%
Value ($000) $7,430 Shares 180,593 Est. Cost $37.92 Unrealized 0.0%
AXSM AXSOME THERAPEUTICS INC 3.7%
Value ($000) $6,837 Shares 37,433 Est. Cost $139.61 Unrealized 0.0%
— MIND MEDICINE MINDMED INC 3.0%
Value ($000) $5,693 Shares 425,202 Est. Cost $13.39 Unrealized —
TSHA TAYSHA GENE THERAPIES INC 2.9%
Value ($000) $5,394 Shares 980,768 Est. Cost $4.86 Unrealized 0.0%
OCUL OCULAR THERAPEUTIX INC 2.7%
Value ($000) $5,075 Shares 418,080 Est. Cost $12.15 Unrealized 0.0%
FOLD AMICUS THERAPEUTICS INC 2.7%
Value ($000) $5,025 Shares 352,896 Est. Cost $9.82 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORP DEL 2.5%
Value ($000) $4,605 Shares 9,451 Est. Cost $465.69 Unrealized 0.0%
RVMD REVOLUTION MEDICINES INC 2.3%
Value ($000) $4,371 Shares 54,879 Est. Cost $65.57 Unrealized 0.0%
BLTE BELITE BIO INC 2.1%
Value ($000) $3,951 Shares 24,703 Est. Cost $159.96 Unrealized —
QNCX QUINCE THERAPEUTICS INC 1.5%
Value ($000) $2,877 Shares 858,711 Est. Cost $2.52 Unrealized 0.0%
CAPR CAPRICOR THERAPEUTICS INC 1.5%
Value ($000) $2,780 Shares 96,334 Est. Cost $13.06 Unrealized 0.0%
PVLA PALVELLA THERAPEUTICS INC NE 1.4%
Value ($000) $2,666 Shares 25,469 Est. Cost $85.31 Unrealized 0.0%
CLDX CELLDEX THERAPEUTICS INC NEW 1.3%
Value ($000) $2,398 Shares 88,308 Est. Cost $26.34 Unrealized 0.0%
ASMB ASSEMBLY BIOSCIENCES INC 1.2%
Value ($000) $2,220 Shares 65,273 Est. Cost $32.21 Unrealized 0.0%
TRVI TREVI THERAPEUTICS INC 1.0%
Value ($000) $1,857 Shares 148,292 Est. Cost $11.56 Unrealized 0.0%
TYRA TYRA BIOSCIENCES INC 0.8%
Value ($000) $1,543 Shares 58,677 Est. Cost $18.37 Unrealized 0.0%
VRDN VIRIDIAN THERAPEUTICS INC 0.7%
Value ($000) $1,345 Shares 43,230 Est. Cost $27.43 Unrealized 0.0%
RZLT REZOLUTE INC 0.6%
Value ($000) $1,212 Shares 513,765 Est. Cost $7.84 Unrealized 0.0%
DNTH DIANTHUS THERAPEUTICS INC 0.6%
Value ($000) $1,082 Shares 26,249 Est. Cost $38.77 Unrealized 0.0%
SPRB SPRUCE BIOSCIENCES INC 0.6%
Value ($000) $1,057 Shares 12,137 Est. Cost $107.14 Unrealized 0.0%
AARD AARDVARK THERAPEUTICS INC 0.5%
Value ($000) $912 Shares 69,496 Est. Cost $12.48 Unrealized 0.0%
GMAB GENMAB A/S 0.5%
Value ($000) $898 Shares 29,162 Est. Cost $30.80 Unrealized —
PALI PALISADE BIO INC 0.5%
Value ($000) $863 Shares 367,103 Est. Cost $1.92 Unrealized 0.0%
FULC FULCRUM THERAPEUTICS INC 0.4%
Value ($000) $815 Shares 72,060 Est. Cost $10.18 Unrealized 0.0%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.4%
Value ($000) $730 Shares 31,738 Est. Cost $32.88 Unrealized 0.0%
PTN PALATIN TECHNOLOGIES INC 0.3%
Value ($000) $522 Shares 33,971 Est. Cost $13.14 Unrealized 0.0%
IVA INVENTIVA SA 0.2%
Value ($000) $465 Shares 100,000 Est. Cost $4.65 Unrealized —
ENTX ENTERA BIO LTD 0.0%
Value ($000) $33 Shares 17,142 Est. Cost $2.34 Unrealized 0.0%

Increased Positions (5)

URGN UROGEN PHARMA LTD 9.0%
Value ($000) $16,824 (+859.3%) Shares 718,354 (+717.1%) Est. Cost $20.46 Unrealized +6.0%
— CIDARA THERAPEUTICS INC 10.1%
Value ($000) $18,797 (+186.7%) Shares 85,098 (+24.3%) Est. Cost $120.22 Unrealized —
COGT COGENT BIOSCIENCES INC 7.0%
Value ($000) $13,009 (+150.7%) Shares 366,238 (+1.3%) Est. Cost $9.35 Unrealized +200.6%
CABA CABALETTA BIO INC 2.6%
Value ($000) $4,935 (+36.6%) Shares 2,253,550 (+45.9%) Est. Cost $2.87 Unrealized -13.5%
ORIC ORIC PHARMACEUTICALS INC 1.1%
Value ($000) $2,089 (+94.8%) Shares 255,370 (+185.8%) Est. Cost $10.84 Unrealized +6.2%

Exited Positions (19)

— 89BIO INC 3.0%
Value ($000) $5,654 Shares 384,652 Est. Cost $12.39 Unrealized —
JAZZ JAZZ PHARMACEUTICALS PLC 2.9%
Value ($000) $5,390 Shares 40,893 Est. Cost $108.63 Unrealized +41.1%
BBIO BRIDGEBIO PHARMA INC 2.5%
Value ($000) $4,605 Shares 88,658 Est. Cost $30.76 Unrealized +113.4%
SMMT SUMMIT THERAPEUTICS INC 2.2%
Value ($000) $4,075 Shares 197,253 Est. Cost $24.25 Unrealized -22.4%
IQV IQVIA HLDGS INC 1.9%
Value ($000) $3,631 Shares 19,114 Est. Cost $181.84 Unrealized +19.7%
REGN REGENERON PHARMACEUTICALS 1.9%
Value ($000) $3,599 Shares 6,401 Est. Cost $564.28 Unrealized +20.3%
NKTR NEKTAR THERAPEUTICS 1.6%
Value ($000) $2,917 Shares 51,270 Est. Cost $33.10 Unrealized +69.1%
INSM INSMED INC 1.5%
Value ($000) $2,849 Shares 19,786 Est. Cost $88.60 Unrealized +106.0%
BCAX BICARA THERAPEUTICS INC 1.5%
Value ($000) $2,777 Shares 175,902 Est. Cost $11.92 Unrealized +43.3%
SNY SANOFI SA 1.3%
Value ($000) $2,379 Shares 50,407 Est. Cost $47.20 Unrealized —
QURE UNIQURE NV 1.0%
Value ($000) $1,936 Shares 33,175 Est. Cost $18.16 Unrealized +112.5%
TECX TECTONIC THERAPEUTIC INC 1.0%
Value ($000) $1,872 Shares 119,286 Est. Cost $25.64 Unrealized -27.5%
KROS KEROS THERAPEUTICS INC 0.8%
Value ($000) $1,504 Shares 95,083 Est. Cost $14.77 Unrealized +18.8%
SRRK SCHOLAR ROCK HLDG CORP 0.8%
Value ($000) $1,472 Shares 39,521 Est. Cost $34.98 Unrealized +7.2%
PTGX PROTAGONIST THERAPEUTICS INC 0.7%
Value ($000) $1,352 Shares 20,358 Est. Cost $56.84 Unrealized +44.0%
RAPT RAPT THERAPEUTICS INC 0.5%
Value ($000) $888 Shares 34,449 Est. Cost $8.96 Unrealized +246.5%
VIR VIR BIOTECHNOLOGY INC 0.5%
Value ($000) $858 Shares 150,312 Est. Cost $5.11 Unrealized +16.5%
CRBP CORBUS PHARMACEUTICALS HLDGS 0.4%
Value ($000) $729 Shares 57,644 Est. Cost $9.51 Unrealized +29.8%
NBP I MAB 0.3%
Value ($000) $529 Shares 139,886 Est. Cost $3.78 Unrealized —

Decreased Positions (8)

TERN TERNS PHARMACEUTICALS INC 9.6%
Value ($000) $17,929 (+202.3%) Shares 443,777 (-43.8%) Est. Cost $6.72 Unrealized +244.1%
ZLAB ZAI LAB LTD 1.9%
Value ($000) $3,472 (-48.9%) Shares 196,853 (-1.9%) Est. Cost $25.76 Unrealized —
IMVT IMMUNOVANT INC 3.9%
Value ($000) $7,338 (+33.4%) Shares 288,677 (-15.4%) Est. Cost $16.19 Unrealized +37.7%
SVRA SAVARA INC 3.2%
Value ($000) $6,002 (+28.4%) Shares 995,353 (-24.0%) Est. Cost $3.21 Unrealized +52.5%
ZBIO ZENAS BIOPHARMA INC 1.6%
Value ($000) $3,027 (+41.0%) Shares 83,353 (-13.8%) Est. Cost $17.98 Unrealized +82.9%
DRUG BRIGHT MINDS BIOSCIENCES INC 2.0%
Value ($000) $3,690 (+12.7%) Shares 47,278 (-12.4%) Est. Cost $38.82 Unrealized +72.2%
AVTX AVALO THERAPEUTICS INC 1.5%
Value ($000) $2,784 (+16.5%) Shares 153,313 (-18.5%) Est. Cost $8.60 Unrealized +96.3%
TVTX TRAVERE THERAPEUTICS INC 0.8%
Value ($000) $1,453 (+13.4%) Shares 38,022 (-29.1%) Est. Cost $19.77 Unrealized +64.5%

Unchanged Positions (3)

TARA PROTARA THERAPEUTICS INC 1.0%
Value ($000) $1,919 Shares 360,000 Est. Cost $3.23 Unrealized +72.1%
IPSC CENTURY THERAPEUTICS INC 0.2%
Value ($000) $461 Shares 462,963 Est. Cost $1.36 Unrealized -55.2%
BMEA BIOMEA FUSION INC 0.2%
Value ($000) $310 Shares 250,000 Est. Cost $1.93 Unrealized -27.3%