Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every position in this 13F-HR, with its change from the prior quarter.
PSP Research LLC (CIK 2106939) reported $187.9M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XBI ($90.2M, 48.01%), SGOV ($70.5M, 37.51%), RPRX ($616,770, 0.33%), ARGX ($594,701, 0.32%), INCY ($600,808, 0.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XBI | SPDR SERIES TRUST | $90.2M | 48.01% | 570,000 | Added |
| 2 | SGOV | ISHARES TR | $70.5M | 37.51% | 700,000 | Hold |
| 3 | RPRX | ROYALTY PHARMA PLC | $616,770 | 0.33% | 11,000 | Hold |
| 4 | ARGX | ARGENX SE | $594,701 | 0.32% | 641 | Hold |
| 5 | INCY | INCYTE CORP | $600,808 | 0.32% | 5,300 | Hold |
| 6 | NRIX | NURIX THERAPEUTICS INC | $606,500 | 0.32% | 25,000 | Trimmed |
| 7 | IRON | DISC MEDICINE INC | $585,120 | 0.31% | 8,000 | Hold |
| 8 | RAPP | RAPPORT THERAPEUTICS INC | $583,380 | 0.31% | 14,000 | Hold |
| 9 | GLUE | MONTE ROSA THERAPEUTICS INC | $556,600 | 0.30% | 23,000 | Trimmed |
| 10 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $567,630 | 0.30% | 17,000 | Trimmed |
| 11 | TRVI | TREVI THERAPEUTICS INC | $559,500 | 0.30% | 30,000 | Hold |
| 12 | HALO | HALOZYME THERAPEUTICS INC | $547,890 | 0.29% | 7,000 | Trimmed |
| 13 | IONS | IONIS PHARMACEUTICALS INC | $539,172 | 0.29% | 6,800 | Hold |
| 14 | TGTX | TG THERAPEUTICS INC | $549,400 | 0.29% | 10,000 | Trimmed |
| 15 | PHVS | PHARVARIS N V | $518,700 | 0.28% | 15,000 | Trimmed |
| 16 | ACAD | ACADIA PHARMACEUTICALS INC | $500,080 | 0.27% | 19,766 | Hold |
| 17 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $516,534 | 0.27% | 19,700 | Hold |
| 18 | AUPH | AURINIA PHARMACEUTICALS INC | $509,100 | 0.27% | 30,000 | Hold |
| 19 | IMVT | IMMUNOVANT INC | $500,890 | 0.27% | 13,000 | Trimmed |
| 20 | NBIX | NEUROCRINE BIOSCIENCES INC | $505,605 | 0.27% | 3,000 | Trimmed |
| 21 | CLDX | CELLDEX THERAPEUTICS INC NEW | $483,730 | 0.26% | 13,000 | Hold |
| 22 | IMCR | IMMUNOCORE HLDGS PLC | $480,727 | 0.26% | 15,141 | Hold |
| 23 | PTCT | PTC THERAPEUTICS INC | $489,420 | 0.26% | 6,000 | Hold |
| 24 | COGT | COGENT BIOSCIENCES INC | $464,400 | 0.25% | 12,000 | Hold |
| 25 | DFTX | DEFINIUM THERAPEUTICS INC | $470,400 | 0.25% | 10,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30