13F-HR filed by PSP Research LLC
PSP Research LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 85 holding rows worth $114,419,671.
- Accession
- 0001951757-26-000380
- Filer
- CIK 2106939
- Filed
- 2026-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 85 entries on the cover page, a total value of $114,419,671 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,419,671 with VALUE read as dollars as filed, 13F file number 028-26116. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 700,000 | $70,266,000 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 1,982 | $584,175 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 15,272 | $583,543 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 21,853 | $574,515 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 20,511 | $569,180 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 3,258 | $553,860 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 20,368 | $553,195 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 13,293 | $551,925 | dollars as filed | |
| BELITE BIO INC | 07782B104 | CMN | 3,443 | $550,742 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 2,579 | $549,946 | dollars as filed | |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 21,866 | $549,274 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 13,560 | $547,824 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 6,872 | $547,355 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 21,879 | $547,194 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 7,140 | $546,139 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 28,713 | $544,686 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 18,716 | $543,513 | dollars as filed | |
| KODIAK SCIENCES INC | 50015M109 | COM | 19,418 | $542,927 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 25,245 | $542,263 | dollars as filed | |
| AURINIA PHARMACEUTICALS INC COM | 05156V102 | Stock | 33,953 | $541,550 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 6,854 | $541,397 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 8,026 | $540,150 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 29,530 | $539,513 | dollars as filed | |
| ALKERMES PLC | G01767105 | SHS | 19,280 | $539,454 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 6,800 | $537,948 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 14,818 | $537,745 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 8,224 | $536,205 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 7,046 | $535,214 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 20,312 | $534,815 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 10,758 | $534,673 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 6,121 | $534,608 | dollars as filed | |
| HARMONY BIOSCIENCES HLDGS IN | 413197104 | COM | 14,283 | $534,470 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 24,621 | $534,276 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 13,826 | $534,237 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 44,223 | $534,214 | dollars as filed | |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 15,485 | $534,078 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 6,519 | $533,776 | dollars as filed | |
| PALVELLA THERAPEUTICS INC | 697947109 | COMMON STOCK | 5,084 | $532,142 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 17,506 | $531,132 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 17,807 | $530,827 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 3,049 | $530,648 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 24,397 | $530,391 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 630 | $529,799 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 3,734 | $529,593 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 5,261 | $529,204 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 5,350 | $528,420 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 8,313 | $528,208 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 16,967 | $528,013 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 19,766 | $527,950 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 31,040 | $527,680 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 16,621 | $527,551 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 6,984 | $527,152 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 11,316 | $526,760 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 1,080 | $526,230 | dollars as filed | |
| MAZE THERAPEUTICS INC COM | 578784100 | Stock | 12,672 | $525,001 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 12,725 | $524,397 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 31,762 | $524,391 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 1,318 | $524,103 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 11,948 | $523,681 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 11,678 | $523,408 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 14,920 | $523,394 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 5,244 | $523,037 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 12,655 | $522,019 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 8,772 | $521,320 | dollars as filed | |
| OCULAR THERAPEUTIX INC | 67576A100 | COM | 42,853 | $520,235 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 892 | $519,447 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 24,716 | $519,283 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 15,840 | $518,918 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 14,714 | $517,639 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 20,305 | $516,153 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 18,334 | $508,218 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 4,738 | $507,156 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 9,996 | $506,197 | dollars as filed | |
| INHIBRX BIOSCIENCES INC | 45720N103 | COM | 6,389 | $504,731 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 9,580 | $502,375 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 14,424 | $500,657 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 6,348 | $493,938 | dollars as filed | |
| UPSTREAM BIO INC | 91678A107 | COMMON STOCK | 17,634 | $478,763 | dollars as filed | |
| OLEMA PHARMACEUTICALS INC | 68062P106 | COM | 19,063 | $476,575 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 13,233 | $470,036 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 6,719 | $467,306 | dollars as filed | |
| MIND MEDICINE MINDMED INC | 60255C885 | COM NEW | 34,841 | $466,521 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 6,689 | $444,083 | dollars as filed | |
| ALUMIS INC | 022307102 | COM | 43,769 | $427,185 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 21,535 | $421,225 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000380 | this filing | 2026-02-06 | acceptance time not in the bulk data set |