PSP Research as of Dec. 31, 2025
Portfolio Holdings for PSP Research
PSP Research holds 85 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 61.4 | $70M | 700k | 100.38 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.5 | $584k | 2.0k | 294.74 | |
| Travere Therapeutics (TVTX) | 0.5 | $584k | 15k | 38.21 | |
| Tyra Biosciences (TYRA) | 0.5 | $575k | 22k | 26.29 | |
| Pharvaris N V (PHVS) | 0.5 | $569k | 21k | 27.75 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.5 | $554k | 3.3k | 170.00 | |
| Celldex Therapeutics Com New (CLDX) | 0.5 | $553k | 20k | 27.16 | |
| Cg Oncology (CGON) | 0.5 | $552k | 13k | 41.52 | |
| Belite Bio Sponsored Ads (BLTE) | 0.5 | $551k | 3.4k | 159.96 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.5 | $550k | 2.6k | 213.24 | |
| Apellis Pharmaceuticals (APLS) | 0.5 | $549k | 22k | 25.12 | |
| Terns Pharmaceuticals (TERN) | 0.5 | $548k | 14k | 40.40 | |
| Revolution Medicines (RVMD) | 0.5 | $547k | 6.9k | 79.65 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.5 | $547k | 22k | 25.01 | |
| Bridgebio Pharma (BBIO) | 0.5 | $546k | 7.1k | 76.49 | |
| Nurix Therapeutics (NRIX) | 0.5 | $545k | 29k | 18.97 | |
| Arcutis Biotherapeutics (ARQT) | 0.5 | $544k | 19k | 29.04 | |
| Kodiak Sciences (KOD) | 0.5 | $543k | 19k | 27.96 | |
| Immunome (IMNM) | 0.5 | $542k | 25k | 21.48 | |
| Aurinia Pharmaceuticals (AUPH) | 0.5 | $542k | 34k | 15.95 | |
| Mirum Pharmaceuticals (MIRM) | 0.5 | $541k | 6.9k | 78.99 | |
| Halozyme Therapeutics (HALO) | 0.5 | $540k | 8.0k | 67.30 | |
| Eyepoint Com New (EYPT) | 0.5 | $540k | 30k | 18.27 | |
| Alkermes SHS (ALKS) | 0.5 | $540k | 19k | 27.98 | |
| Ionis Pharmaceuticals (IONS) | 0.5 | $538k | 6.8k | 79.11 | |
| Mineralys Therapeutics (MLYS) | 0.5 | $538k | 15k | 36.29 | |
| Arcellx Common Stock (ACLX) | 0.5 | $536k | 8.2k | 65.20 | |
| Ptc Therapeutics I (PTCT) | 0.5 | $535k | 7.0k | 75.96 | |
| Zymeworks Del (ZYME) | 0.5 | $535k | 20k | 26.33 | |
| Supernus Pharmaceuticals (SUPN) | 0.5 | $535k | 11k | 49.70 | |
| Protagonist Therapeutics (PTGX) | 0.5 | $535k | 6.1k | 87.34 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.5 | $535k | 14k | 37.42 | |
| Roivant Sciences SHS (ROIV) | 0.5 | $534k | 25k | 21.70 | |
| Royalty Pharma Shs Class A (RPRX) | 0.5 | $534k | 14k | 38.64 | |
| Amylyx Pharmaceuticals (AMLX) | 0.5 | $534k | 44k | 12.08 | |
| Liquidia Corporation Com New (LQDA) | 0.5 | $534k | 16k | 34.49 | |
| Tarsus Pharmaceuticals (TARS) | 0.5 | $534k | 6.5k | 81.88 | |
| Palvella Therapeutics Inc Ne (PVLA) | 0.5 | $532k | 5.1k | 104.67 | |
| Rapport Therapeutics (RAPP) | 0.5 | $531k | 18k | 30.34 | |
| Tg Therapeutics (TGTX) | 0.5 | $531k | 18k | 29.81 | |
| Insmed Com Par $.01 (INSM) | 0.5 | $531k | 3.0k | 174.04 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.5 | $530k | 24k | 21.74 | |
| Argenx Se Sponsored Adr (ARGX) | 0.5 | $530k | 630.00 | 840.95 | |
| Neurocrine Biosciences (NBIX) | 0.5 | $530k | 3.7k | 141.83 | |
| Nuvalent Inc-a (NUVL) | 0.5 | $529k | 5.3k | 100.59 | |
| Incyte Corporation (INCY) | 0.5 | $528k | 5.4k | 98.77 | |
| Cytokinetics Com New (CYTK) | 0.5 | $528k | 8.3k | 63.54 | |
| Miragen Therapeutics (VRDN) | 0.5 | $528k | 17k | 31.12 | |
| ACADIA Pharmaceuticals (ACAD) | 0.5 | $528k | 20k | 26.71 | |
| Wave Life Sciences SHS (WVE) | 0.5 | $528k | 31k | 17.00 | |
| Stoke Therapeutics (STOK) | 0.5 | $528k | 17k | 31.74 | |
| Apogee Therapeutics (APGE) | 0.5 | $527k | 7.0k | 75.48 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.5 | $527k | 11k | 46.55 | |
| United Therapeutics Corporation (UTHR) | 0.5 | $526k | 1.1k | 487.25 | |
| Maze Therapeatics (MAZE) | 0.5 | $525k | 13k | 41.43 | |
| Dianthus Therapeutics (DNTH) | 0.5 | $524k | 13k | 41.21 | |
| Denali Therapeutics (DNLI) | 0.5 | $524k | 32k | 16.51 | |
| Alnylam Pharmaceuticals (ALNY) | 0.5 | $524k | 1.3k | 397.65 | |
| Exelixis (EXEL) | 0.5 | $524k | 12k | 43.83 | |
| Xenon Pharmaceuticals (XENE) | 0.5 | $523k | 12k | 44.82 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.5 | $523k | 15k | 35.08 | |
| Celcuity (CELC) | 0.5 | $523k | 5.2k | 99.74 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.5 | $522k | 13k | 41.25 | |
| BioMarin Pharmaceutical (BMRN) | 0.5 | $521k | 8.8k | 59.43 | |
| Ocular Therapeutix (OCUL) | 0.5 | $520k | 43k | 12.14 | |
| Madrigal Pharmaceuticals (MDGL) | 0.5 | $519k | 892.00 | 582.34 | |
| Syndax Pharmaceuticals (SNDX) | 0.5 | $519k | 25k | 21.01 | |
| Spyre Therapeutics Com New (SYRE) | 0.5 | $519k | 16k | 32.76 | |
| Viking Therapeutics (VKTX) | 0.5 | $518k | 15k | 35.18 | |
| Immunovant (IMVT) | 0.5 | $516k | 20k | 25.42 | |
| Beam Therapeutics (BEAM) | 0.4 | $508k | 18k | 27.72 | |
| Rhythm Pharmaceuticals (RYTM) | 0.4 | $507k | 4.7k | 107.04 | |
| Vera Therapeutics Cl A (VERA) | 0.4 | $506k | 10k | 50.64 | |
| Inhibrx Biosciences (INBX) | 0.4 | $505k | 6.4k | 79.00 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.4 | $502k | 9.6k | 52.44 | |
| Immunocore Hldgs Ads (IMCR) | 0.4 | $501k | 14k | 34.71 | |
| Kymera Therapeutics (KYMR) | 0.4 | $494k | 6.3k | 77.81 | |
| Upstream Bio (UPB) | 0.4 | $479k | 18k | 27.15 | |
| Olema Pharmaceuticals (OLMA) | 0.4 | $477k | 19k | 25.00 | |
| Cogent Biosciences (COGT) | 0.4 | $470k | 13k | 35.52 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $467k | 6.7k | 69.55 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.4 | $467k | 35k | 13.39 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $444k | 6.7k | 66.39 | |
| Alumis (ALMS) | 0.4 | $427k | 44k | 9.76 | |
| Dyne Therapeutics (DYN) | 0.4 | $421k | 22k | 19.56 |
