PSP Research as of March 31, 2026
Portfolio Holdings for PSP Research
PSP Research holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 49.9 | $71M | 700k | 100.66 | |
| Spdr Series Trust State Street Spd (XBI) | 25.7 | $36M | 285k | 127.73 | |
| Sera Prognostics Class A Com (SERA) | 3.4 | $4.9M | 2.4M | 2.03 | |
| Definium Therapeutics Com Shs (DFTX) | 0.5 | $658k | 35k | 18.90 | |
| Tyra Biosciences (TYRA) | 0.4 | $613k | 16k | 38.30 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.4 | $572k | 2.5k | 228.73 | |
| Pharvaris N V (PHVS) | 0.4 | $565k | 20k | 28.25 | |
| Cytokinetics Com New (CYTK) | 0.4 | $547k | 8.3k | 65.91 | |
| Royalty Pharma Shs Class A (RPRX) | 0.4 | $528k | 11k | 47.97 | |
| Kymera Therapeutics (KYMR) | 0.4 | $525k | 6.3k | 83.29 | |
| Halozyme Therapeutics (HALO) | 0.4 | $519k | 8.0k | 64.63 | |
| Exelixis (EXEL) | 0.4 | $512k | 12k | 42.89 | |
| Disc Medicine (IRON) | 0.4 | $512k | 8.0k | 63.94 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $511k | 6.8k | 75.09 | |
| Agios Pharmaceuticals (AGIO) | 0.4 | $508k | 15k | 33.83 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $507k | 3.8k | 131.74 | |
| Incyte Corporation (INCY) | 0.4 | $499k | 5.3k | 94.12 | |
| Tarsus Pharmaceuticals (TARS) | 0.3 | $491k | 7.0k | 70.15 | |
| Viking Therapeutics (VKTX) | 0.3 | $488k | 15k | 32.54 | |
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $485k | 1.5k | 330.87 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.3 | $483k | 1.5k | 322.19 | |
| Axsome Therapeutics (AXSM) | 0.3 | $481k | 2.8k | 169.02 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.3 | $480k | 15k | 32.01 | |
| Ardelyx (ARDX) | 0.3 | $479k | 80k | 5.99 | |
| Immunovant (IMVT) | 0.3 | $477k | 19k | 24.84 | |
| Argenx Se Sponsored Adr (ARGX) | 0.3 | $468k | 641.00 | 730.25 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $467k | 20k | 23.36 | |
| Inhibrx Biosciences (INBX) | 0.3 | $466k | 6.9k | 67.23 | |
| Arcutis Biotherapeutics (ARQT) | 0.3 | $464k | 20k | 23.56 | |
| Ultragenyx Pharmaceutical (RARE) | 0.3 | $463k | 22k | 20.95 | |
| Mirum Pharmaceuticals (MIRM) | 0.3 | $462k | 5.0k | 92.38 | |
| Cogent Biosciences (COGT) | 0.3 | $462k | 12k | 38.49 | |
| Monte Rosa Therapeutics (GLUE) | 0.3 | $461k | 28k | 16.45 | |
| Immunocore Hldgs Ads (IMCR) | 0.3 | $457k | 15k | 30.15 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $452k | 9.5k | 47.57 | |
| Bridgebio Pharma (BBIO) | 0.3 | $446k | 6.0k | 74.26 | |
| Nurix Therapeutics (NRIX) | 0.3 | $445k | 29k | 15.50 | |
| Aurinia Pharmaceuticals (AUPH) | 0.3 | $445k | 30k | 14.82 | |
| ACADIA Pharmaceuticals (ACAD) | 0.3 | $440k | 20k | 22.26 | |
| Rapport Therapeutics (RAPP) | 0.3 | $438k | 14k | 31.29 | |
| Immunome (IMNM) | 0.3 | $437k | 20k | 21.87 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.3 | $433k | 9.0k | 48.15 | |
| Tg Therapeutics (TGTX) | 0.3 | $432k | 13k | 33.22 | |
| Dianthus Therapeutics (DNTH) | 0.3 | $420k | 5.0k | 83.92 | |
| Celldex Therapeutics Com New (CLDX) | 0.3 | $412k | 13k | 31.72 | |
| Ptc Therapeutics I (PTCT) | 0.3 | $409k | 6.0k | 68.13 | |
| Vera Therapeutics Cl A (VERA) | 0.3 | $402k | 10k | 40.23 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.3 | $400k | 14k | 28.01 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.3 | $400k | 11k | 36.32 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.3 | $393k | 71k | 5.53 | |
| Stoke Therapeutics (STOK) | 0.3 | $391k | 12k | 32.56 | |
| Kodiak Sciences (KOD) | 0.3 | $381k | 10k | 38.12 | |
| Dyne Therapeutics (DYN) | 0.3 | $363k | 20k | 18.13 | |
| Trevi Therapeutics (TRVI) | 0.3 | $358k | 30k | 11.93 | |
| Intellia Therapeutics (NTLA) | 0.2 | $345k | 27k | 12.82 | |
| Protagonist Therapeutics (PTGX) | 0.2 | $316k | 3.0k | 105.40 | |
| Madrigal Pharmaceuticals (MDGL) | 0.2 | $314k | 600.00 | 523.47 | |
| Supernus Pharmaceuticals (SUPN) | 0.2 | $310k | 6.0k | 51.69 | |
| Tango Therapeutics (TNGX) | 0.2 | $301k | 14k | 20.92 | |
| Erasca (ERAS) | 0.2 | $280k | 17k | 16.18 | |
| Enliven Therapeutics (ELVN) | 0.2 | $274k | 7.0k | 39.20 | |
| Spyre Therapeutics Com New (SYRE) | 0.2 | $260k | 5.2k | 50.44 | |
| Zymeworks Del (ZYME) | 0.2 | $250k | 10k | 25.04 | |
| Xenon Pharmaceuticals (XENE) | 0.2 | $244k | 4.2k | 58.15 | |
| Oruka Therapeutics (ORKA) | 0.2 | $244k | 5.0k | 49.05 | |
| Celcuity (CELC) | 0.2 | $228k | 2.0k | 114.14 | |
| Kalvista Pharmaceuticals (KALV) | 0.2 | $217k | 11k | 20.13 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $217k | 12k | 18.09 | |
| Alkermes SHS (ALKS) | 0.2 | $212k | 6.0k | 35.36 | |
| Apogee Therapeutics (APGE) | 0.1 | $210k | 2.5k | 84.17 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $208k | 350.00 | 592.98 | |
| Edgewise Therapeutics (EWTX) | 0.1 | $205k | 6.5k | 31.50 | |
| Summit Therapeutics (SMMT) | 0.1 | $194k | 10k | 18.96 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $165k | 13k | 12.67 | |
| Compass Therapeutics (CMPX) | 0.1 | $159k | 30k | 5.29 | |
| Amylyx Pharmaceuticals (AMLX) | 0.1 | $151k | 11k | 13.90 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $149k | 10k | 14.91 | |
| Eyepoint Com New (EYPT) | 0.1 | $129k | 10k | 12.89 | |
| Ocular Therapeutix (OCUL) | 0.1 | $127k | 15k | 8.47 |
