Find another institution
Try:
Institutional investment manager
PSP RESEARCH LLC
CIK 0002106939
- Reported holdings value
- $145.83M
- Reported positions
- 44
- Report as of
- 2026-09-30
- Filed on
- 2026-10-21
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| SGOV ISHARES TR 46436E718 | 0-3 MTH TREASURY Share · SH | 700,000 | $70.48M | 48.33% | 0 | 0.00% | Unchanged |
| XBI SPDR SERIES TRUST 78464A870 | ST STR SP BIOT Share · SH | 386,500 | $60.94M | 41.79% | -183,500 | -32.19% | Reduced |
| 81749D107 SERA PROGNOSTICS INC 81749D107 | CLASS A COM Share · SH | 2,396,685 | $5.01M | 3.43% | — | — | Newly reported |
| HALO HALOZYME THERAPEUTICS INC 40637H109 | COM Share · SH | 3,000 | $331.2K | 0.23% | -4,000 | -57.14% | Reduced |
| MDGL MADRIGAL PHARMACEUTICALS INC 558868105 | COM Share · SH | 600 | $302.38K | 0.21% | 0 | 0.00% | Unchanged |
| EXEL EXELIXIS INC 30161Q104 | COM Share · SH | 5,000 | $292.05K | 0.20% | -3,000 | -37.50% | Reduced |
| RPRX ROYALTY PHARMA PLC G7709Q104 | SHS CLASS A Share · SH | 5,000 | $291.8K | 0.20% | -6,000 | -54.55% | Reduced |
| ARGX ARGENX SE 04016X101 | SPONSORED ADR Share · SH | 300 | $287.67K | 0.20% | -341 | -53.20% | Reduced |
| NRIX NURIX THERAPEUTICS INC 67080M103 | COM Share · SH | 12,000 | $284.52K | 0.20% | -13,000 | -52.00% | Reduced |
| TGTX TG THERAPEUTICS INC 88322Q108 | COM Share · SH | 5,000 | $278.9K | 0.19% | -5,000 | -50.00% | Reduced |
| TARS TARSUS PHARMACEUTICALS INC 87650L103 | COM Share · SH | 3,500 | $275.14K | 0.19% | -3,500 | -50.00% | Reduced |
| HRMY HARMONY BIOSCIENCES HLDGS IN 413197104 | COM Share · SH | 7,000 | $274.82K | 0.19% | -3,000 | -30.00% | Reduced |
| ARQT ARCUTIS BIOTHERAPEUTICS INC 03969K108 | COM Share · SH | 10,000 | $264.3K | 0.18% | -9,700 | -49.24% | Reduced |
| KNSA KINIKSA PHARMACEUTICALS INTL G52694109 | ORD SHS CL A Share · SH | 3,500 | $261.14K | 0.18% | -1,500 | -30.00% | Reduced |
| SUPN SUPERNUS PHARMACEUTICALS 868459108 | COM Share · SH | 6,000 | $258.24K | 0.18% | 0 | 0.00% | Unchanged |
| IMNM IMMUNOME INC 45257U108 | COM Share · SH | 12,000 | $258.12K | 0.18% | -6,000 | -33.33% | Reduced |
| NBIX NEUROCRINE BIOSCIENCES INC 64125C109 | COM Share · SH | 1,800 | $255.31K | 0.18% | -1,200 | -40.00% | Reduced |
| ORKA ORUKA THERAPEUTICS INC 687604108 | COM Share · SH | 3,000 | $249.87K | 0.17% | 0 | 0.00% | Unchanged |
| 87583X109 TANGO THERAPEUTICS INC 87583X109 | COM Share · SH | 10,000 | $249.5K | 0.17% | 0 | 0.00% | Unchanged |
| DFTX DEFINIUM THERAPEUTICS INC 24477V105 | COM SHS Share · SH | 6,500 | $247.39K | 0.17% | -3,500 | -35.00% | Reduced |
| RVMD REVOLUTION MEDICINES INC 76155X100 | COM Share · SH | 1,200 | $246.31K | 0.17% | 0 | 0.00% | Unchanged |
| ALKS ALKERMES PLC G01767105 | SHS Share · SH | 6,000 | $243.12K | 0.17% | 0 | 0.00% | Unchanged |
| 05156V102 AURINIA PHARMACEUTICALS INC 05156V102 | COM Share · SH | 15,000 | $242.93K | 0.17% | -15,000 | -50.00% | Reduced |
| INCY INCYTE CORP 45337C102 | COM Share · SH | 2,000 | $242.7K | 0.17% | -3,300 | -62.26% | Reduced |
| NTLA INTELLIA THERAPEUTICS INC 45826J105 | COM Share · SH | 20,000 | $241.2K | 0.17% | 0 | 0.00% | Unchanged |
| IMVT IMMUNOVANT INC 45258J102 | COM Share · SH | 7,000 | $236.46K | 0.16% | -6,000 | -46.15% | Reduced |
| STOK STOKE THERAPEUTICS INC 86150R107 | COM Share · SH | 9,000 | $234K | 0.16% | -3,000 | -25.00% | Reduced |
| KRYS KRYSTAL BIOTECH INC 501147102 | COM Share · SH | 692 | $230.13K | 0.16% | 0 | 0.00% | Unchanged |
| ASND ASCENDIS PHARMA A/S K08588103 | ORD SHS Share · SH | 1,000 | $227.83K | 0.16% | -500 | -33.33% | Reduced |
| SNDX SYNDAX PHARMACEUTICALS INC 87164F105 | COM Share · SH | 12,000 | $225.6K | 0.15% | -8,000 | -40.00% | Reduced |
| KYMR KYMERA THERAPEUTICS INC 501575104 | COM Share · SH | 2,000 | $223.58K | 0.15% | -2,000 | -50.00% | Reduced |
| DNTH DIANTHUS THERAPEUTICS INC 252828108 | COM Share · SH | 2,500 | $220.13K | 0.15% | 0 | 0.00% | Unchanged |
| TRVI TREVI THERAPEUTICS INC 89532M101 | COM Share · SH | 15,000 | $214.8K | 0.15% | -15,000 | -50.00% | Reduced |
| MIRM MIRUM PHARMACEUTICALS INC 604749101 | COM Share · SH | 2,500 | $213.7K | 0.15% | 0 | 0.00% | Unchanged |
| 45258D105 IMMUNOCORE HLDGS PLC 45258D105 | ADS Share · SH | 7,000 | $212.03K | 0.15% | -8,141 | -53.77% | Reduced |
| PTGX PROTAGONIST THERAPEUTICS INC 74366E102 | COM Share · SH | 1,500 | $211.34K | 0.14% | -1,500 | -50.00% | Reduced |
| EWTX EDGEWISE THERAPEUTICS INC 28036F105 | COM Share · SH | 5,000 | $203K | 0.14% | 0 | 0.00% | Unchanged |
| ORIC ORIC PHARMACEUTICALS INC 68622P109 | COM Share · SH | 13,000 | $175.11K | 0.12% | 0 | 0.00% | Unchanged |
| DYN DYNE THERAPEUTICS INC 26818M108 | COM Share · SH | 10,000 | $161.1K | 0.11% | -10,000 | -50.00% | Reduced |
| 20451W101 COMPASS PATHWAYS PLC 20451W101 | SPONSORED ADS Share · SH | 10,000 | $124.4K | 0.09% | -8,000 | -44.44% | Reduced |
| OCUL OCULAR THERAPEUTIX INC 67576A100 | COM Share · SH | 15,000 | $115.05K | 0.08% | 0 | 0.00% | Unchanged |
| 23284F105 CYTOMX THERAPEUTICS INC. 23284F105 | COM Share · SH | 39,400 | $107.17K | 0.07% | 0 | 0.00% | Unchanged |
| 039697107 ARDELYX INC 039697107 | COM Share · SH | 30,000 | $102.6K | 0.07% | -30,000 | -50.00% | Reduced |
| OLMA OLEMA PHARMACEUTICALS INC 68062P106 | COM Share · SH | 10,000 | $86.4K | 0.06% | 0 | 0.00% | Unchanged |
| ACAD ACADIA PHARMACEUTICALS INC 004225108 | COM Share · SH | 0 | $0 | 0.00% | -19,766 | -100.00% | No longer reported |
| SYRE SPYRE THERAPEUTICS INC 00773J202 | COM NEW Share · SH | 0 | $0 | 0.00% | -4,000 | -100.00% | No longer reported |
| ALNY ALNYLAM PHARMACEUTICALS INC 02043Q107 | COM Share · SH | 0 | $0 | 0.00% | -1,465 | -100.00% | No longer reported |
| AMLX AMYLYX PHARMACEUTICALS INC 03237H101 | COM Share · SH | 0 | $0 | 0.00% | -10,838 | -100.00% | No longer reported |
| AVBP ARRIVENT BIOPHARMA INC 04272N102 | COM Share · SH | 0 | $0 | 0.00% | -7,041 | -100.00% | No longer reported |
| ARWR ARROWHEAD PHARMACEUTICALS IN 04280A100 | COM Share · SH | 0 | $0 | 0.00% | -2,600 | -100.00% | No longer reported |
1–50 of 76 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-21. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.