Institutions / PSP Research LLC

PSP Research LLC

CIK 2106939 · Institution · as of Dec 31, 2025
Portfolio value
$114.42M
Positions
85
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 85 →
CompanyClassValueShares% of portfolio
iShares Tr$70.27M700,00061.4%
Praxis Precision Medicines, Inc.$584.2K1,9820.5%
Travere Therapeutics, Inc.$583.5K15,2720.5%
Tyra Biosciences, Inc.$574.5K21,8530.5%
Pharvaris N.V.$569.2K20,5110.5%
Jazz Pharmaceuticals PLC$553.9K3,2580.5%
Celldex Therapeutics, Inc.$553.2K20,3680.5%
CG Oncology, Inc.$551.9K13,2930.5%
Belite Bio, IncBLTEADR$550.7K3,4430.5%
Ascendis Pharma A/S$549.9K2,5790.5%
Apellis Pharmaceuticals, Inc.$549.3K21,8660.5%
Terns Pharmaceuticals, Inc.$547.8K13,5600.5%
Revolution Medicines, Inc.$547.4K6,8720.5%
Centessa Pharmaceuticals PLC$547.2K21,8790.5%
BridgeBio Pharma, Inc.$546.1K7,1400.5%
Nurix Therapeutics, Inc.$544.7K28,7130.5%
Arcutis Biotherapeutics, Inc.$543.5K18,7160.5%
Kodiak Sciences Inc.KODCommon Stock$542.9K19,4180.5%
Immunome Inc.$542.3K25,2450.5%
Aurinia Pharmaceuticals Inc.AUPHCommon Stock$541.5K33,9530.5%
Mirum Pharmaceuticals, Inc.$541.4K6,8540.5%
Halozyme Therapeutics Inc$540.1K8,0260.5%
EyePoint, Inc.$539.5K29,5300.5%
Alkermes plc.$539.5K19,2800.5%
Ionis Pharmaceuticals Inc$537.9K6,8000.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.