SCM
Superstring Capital Management Portfolio holdings
AUM
$80.3M
This Quarter Return
+49.53%
1 Year Return
+68.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
IMGN
Immunogen Inc
IMGN
|
$17.7M |
| 2 |
Cytokinetics
CYTK
|
$14.8M |
| 3 |
89bio
ETNB
|
$11.4M |
| 4 |
Ionis Pharmaceuticals
IONS
|
$9.59M |
| 5 |
IDEAYA Biosciences
IDYA
|
$8.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 96.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IMGN
1
DELISTED
Immunogen Inc
IMGN
| $17.7M | 12.66% |
+598,072
| New | +$17.7M |
|
|
2
Cytokinetics
CYTK
$4.23B
| $14.8M | 10.58% |
+177,603
| New | +$14.8M |
|
|
3
89bio
ETNB
$1.34B
| $11.4M | 8.14% |
+1,021,477
| New | +$11.4M |
|
|
4
Ionis Pharmaceuticals
IONS
$6.79B
| $9.59M | 6.85% |
+189,618
| New | +$9.59M |
|
|
5
IDEAYA Biosciences
IDYA
$2.15B
| $8.94M | 6.38% |
+251,295
| New | +$8.94M |
|
6
Protagonist Therapeutics
PTGX
$3.67B
| $8.69M | 6.21% |
+379,143
| New | +$8.69M |
|
7
Immunovant
IMVT
$2.56B
| $8.58M | 6.12% |
+203,592
| New | +$8.58M |
|
8
BridgeBio Pharma
BBIO
$9.89B
| $8.33M | 5.95% |
+206,326
| New | +$8.33M |
|
9
Day One Biopharmaceuticals
DAWN
$769M
| $5.54M | 3.96% |
+379,626
| New | +$5.54M |
|
|
MRNS
10
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $5.03M | 3.59% |
+462,444
| New | +$5.03M |
|
11
Neurocrine Biosciences
NBIX
$13.8B
| $3.87M | 2.76% |
+29,346
| New | +$3.87M |
|
12
UroGen Pharma
URGN
$900M
| $3.83M | 2.73% |
+255,430
| New | +$3.83M |
|
13
Savara
SVRA
$567M
| $3.83M | 2.73% |
+814,266
| New | +$3.83M |
|
14
Roivant Sciences
ROIV
$8.15B
| $3.66M | 2.61% |
+326,161
| New | +$3.66M |
|
15
Lantheus
LNTH
$3.73B
| $3.4M | 2.43% |
+54,896
| New | +$3.4M |
|
16
Fate Therapeutics
FATE
$120M
| $3.17M | 2.26% |
+847,823
| New | +$3.17M |
|
17
Keros Therapeutics
KROS
$618M
| $2.97M | 2.12% |
+74,649
| New | +$2.97M |
|
|
SLRN
18
DELISTED
ACELYRIN
SLRN
| $2.66M | 1.9% |
+356,924
| New | +$2.66M |
|
|
VRNA
19
Verona Pharma
VRNA
$9.16B
| $2.47M | 1.76% |
+124,040
| New | +$2.47M |
|
20
Nkarta
NKTX
$151M
| $2.29M | 1.64% |
+347,381
| New | +$2.29M |
|
21
Krystal Biotech
KRYS
$4.27B
| $2M | 1.42% |
+16,086
| New | +$2M |
|
22
Quanterix
QTRX
$211M
| $1.96M | 1.4% |
+71,760
| New | +$1.96M |
|
23
Axsome Therapeutics
AXSM
$6.05B
| $1.29M | 0.92% |
+16,179
| New | +$1.29M |
|
|
SY
24
So-Young International
SY
$381M
| $1M | 0.72% |
+796,059
| New | +$1M |
|
25
Immatics
IMTX
$619M
| $834K | 0.6% |
+79,213
| New | +$834K |
|