PSP Research

PSP Research as of June 30, 2026

Portfolio Holdings for PSP Research

PSP Research holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str Sp Biot (XBI) 48.0 $90M 570k 158.25
Ishares Tr 0-3 Mth Treasury (SGOV) 37.5 $71M 700k 100.67
Royalty Pharma Shs Class A (RPRX) 0.3 $617k 11k 56.07
Nurix Therapeutics (NRIX) 0.3 $607k 25k 24.26
Incyte Corporation (INCY) 0.3 $601k 5.3k 113.36
Argenx Se Sponsored Adr (ARGX) 0.3 $595k 641.00 927.77
Disc Medicine (IRON) 0.3 $585k 8.0k 73.14
Rapport Therapeutics (RAPP) 0.3 $583k 14k 41.67
Ultragenyx Pharmaceutical (RARE) 0.3 $568k 17k 33.39
Trevi Therapeutics (TRVI) 0.3 $560k 30k 18.65
Monte Rosa Therapeutics (GLUE) 0.3 $557k 23k 24.20
Tg Therapeutics (TGTX) 0.3 $549k 10k 54.94
Halozyme Therapeutics (HALO) 0.3 $548k 7.0k 78.27
Ionis Pharmaceuticals (IONS) 0.3 $539k 6.8k 79.29
Pharvaris N V (PHVS) 0.3 $519k 15k 34.58
Arcutis Biotherapeutics (ARQT) 0.3 $517k 20k 26.22
Aurinia Pharmaceuticals (AUPH) 0.3 $509k 30k 16.97
Neurocrine Biosciences (NBIX) 0.3 $506k 3.0k 168.53
Immunovant (IMVT) 0.3 $501k 13k 38.53
ACADIA Pharmaceuticals (ACAD) 0.3 $500k 20k 25.30
Ptc Therapeutics I (PTCT) 0.3 $489k 6.0k 81.57
Celldex Therapeutics Com New (CLDX) 0.3 $484k 13k 37.21
Immunocore Hldgs Ads (IMCR) 0.3 $481k 15k 31.75
Definium Therapeutics Com Shs (DFTX) 0.3 $470k 10k 47.04
Cogent Biosciences (COGT) 0.2 $464k 12k 38.70
Kymera Therapeutics (KYMR) 0.2 $459k 4.0k 114.67
Dyne Therapeutics (DYN) 0.2 $444k 20k 22.21
Alnylam Pharmaceuticals (ALNY) 0.2 $441k 1.5k 301.03
Tarsus Pharmaceuticals (TARS) 0.2 $441k 7.0k 62.94
Syndax Pharmaceuticals (SNDX) 0.2 $437k 20k 21.86
Exelixis (EXEL) 0.2 $435k 8.0k 54.41
Crinetics Pharmaceuticals In (CRNX) 0.2 $412k 11k 37.42
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.2 $407k 12k 33.89
Ascendis Pharma A/s Ord Shs 0.2 $400k 1.5k 266.72
Liquidia Corporation Com New (LQDA) 0.2 $399k 5.0k 79.73
Stoke Therapeutics (STOK) 0.2 $393k 12k 32.72
Viking Therapeutics (VKTX) 0.2 $390k 10k 39.01
Immunome (IMNM) 0.2 $381k 18k 21.19
Protagonist Therapeutics (PTGX) 0.2 $368k 3.0k 122.58
Harmony Biosciences Hldgs In (HRMY) 0.2 $364k 10k 36.41
Enliven Therapeutics (ELVN) 0.2 $355k 7.0k 50.75
Spyre Therapeutics Com New (SYRE) 0.2 $355k 4.0k 88.78
Intellia Therapeutics (NTLA) 0.2 $338k 20k 16.92
Madrigal Pharmaceuticals (MDGL) 0.2 $322k 600.00 536.95
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.2 $320k 5.0k 63.95
Alkermes SHS (ALKS) 0.2 $314k 6.0k 52.40
Tango Therapeutics (TNGX) 0.2 $313k 10k 31.26
Ardelyx (ARDX) 0.2 $306k 60k 5.10
Vera Therapeutics Cl A (VERA) 0.2 $300k 7.0k 42.91
Mirum Pharmaceuticals (MIRM) 0.2 $293k 2.5k 117.07
Oruka Therapeutics (ORKA) 0.2 $286k 3.0k 95.17
Supernus Pharmaceuticals (SUPN) 0.1 $279k 6.0k 46.51
Crispr Therapeutics Namen Akt (CRSP) 0.1 $273k 5.0k 54.54
Zymeworks Del (ZYME) 0.1 $261k 10k 26.14
Krystal Biotech (KRYS) 0.1 $257k 692.00 371.67
Compass Pathways Sponsored Ads (CMPS) 0.1 $255k 18k 14.15
Xenon Pharmaceuticals (XENE) 0.1 $254k 4.2k 60.36
Axsome Therapeutics (AXSM) 0.1 $245k 1.0k 244.77
Arrivent Biopharma (AVBP) 0.1 $245k 7.0k 34.74
Dianthus Therapeutics (DNTH) 0.1 $244k 2.5k 97.48
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $234k 971.00 240.97
Kodiak Sciences (KOD) 0.1 $234k 6.0k 38.96
Revolution Medicines (RVMD) 0.1 $225k 1.2k 187.28
Bridgebio Pharma (BBIO) 0.1 $223k 3.0k 74.48
Rhythm Pharmaceuticals (RYTM) 0.1 $222k 2.0k 111.03
Denali Therapeutics (DNLI) 0.1 $218k 8.5k 25.72
Arrowhead Pharmaceuticals (ARWR) 0.1 $212k 2.6k 81.51
Scholar Rock Hldg Corp (SRRK) 0.1 $211k 3.8k 55.00
Edgewise Therapeutics (EWTX) 0.1 $203k 5.0k 40.63
Amylyx Pharmaceuticals (AMLX) 0.1 $195k 11k 17.96
Cytomx Therapeutics (CTMX) 0.1 $148k 39k 3.75
Ocular Therapeutix (OCUL) 0.1 $147k 15k 9.82
Eyepoint Com New (EYPT) 0.1 $143k 10k 14.30
Oric Pharmaceuticals (ORIC) 0.1 $141k 13k 10.83
Olema Pharmaceuticals (OLMA) 0.1 $125k 10k 12.51