13F-HR filed by PSP Research LLC
PSP Research LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 75 holding rows worth $187,882,190.
- Accession
- 0001951757-26-000944
- Filer
- CIK 2106939
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 75 entries on the cover page, a total value of $187,882,190 stated on the cover page (in dollars after the unit check, H1), rows summing to $187,882,190 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 |
|---|---|---|---|---|---|---|
| SPDR SER TR | 78464A870 | S&P BIOTECH | 570,000 | $90,202,500 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 700,000 | $70,469,000 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 11,000 | $616,770 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 25,000 | $606,500 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 5,300 | $600,808 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 641 | $594,701 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 8,000 | $585,120 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 14,000 | $583,380 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 17,000 | $567,630 | dollars as filed | |
| TREVI THERAPEUTICS INC COM | 89532M101 | Stock | 30,000 | $559,500 | dollars as filed | |
| MONTE ROSA THERAPEUTICS INC | 61225M102 | COM | 23,000 | $556,600 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 10,000 | $549,400 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 7,000 | $547,890 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 6,800 | $539,172 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 15,000 | $518,700 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 19,700 | $516,534 | dollars as filed | |
| AURINIA PHARMACEUTICALS INC COM | 05156V102 | Stock | 30,000 | $509,100 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 3,000 | $505,605 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 13,000 | $500,890 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 19,766 | $500,080 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 6,000 | $489,420 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 13,000 | $483,730 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 15,141 | $480,727 | dollars as filed | |
| DEFINIUM THERAPEUTICS INC | 24477V105 | COM SHS | 10,000 | $470,400 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 12,000 | $464,400 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 4,000 | $458,680 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 20,000 | $444,200 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 1,465 | $441,009 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 7,000 | $440,580 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 20,000 | $437,200 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 8,000 | $435,280 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 11,000 | $411,620 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 12,000 | $406,680 | dollars as filed | |
| ASCENDIS PHARMA A/S | K08588103 | ORD SHS *A* | 1,500 | $400,080 | dollars as filed | |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 5,000 | $398,650 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 12,000 | $392,640 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 10,000 | $390,100 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 18,000 | $381,420 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 3,000 | $367,740 | dollars as filed | |
| HARMONY BIOSCIENCES HLDGS IN | 413197104 | COM | 10,000 | $364,100 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 7,000 | $355,250 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 4,000 | $355,120 | dollars as filed | |
| INTELLIA THERAPEUTICS INC | 45826J105 | COM | 20,000 | $338,400 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 600 | $322,170 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 5,000 | $319,750 | dollars as filed | |
| ALKERMES PLC | G01767105 | SHS | 6,000 | $314,370 | dollars as filed | |
| TANGO THERAPEUTICS INC | 87583X109 | COM | 10,000 | $312,600 | dollars as filed | |
| ARDELYX INC | 039697107 | COM | 60,000 | $306,000 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 7,000 | $300,370 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 2,500 | $292,675 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 3,000 | $285,510 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 6,000 | $279,060 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 5,000 | $272,700 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 10,000 | $261,400 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 692 | $257,196 | dollars as filed | |
| COMPASS PATHWAYS PLC | 20451W101 | SPONSORED ADS | 18,000 | $254,700 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 4,200 | $253,512 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 1,000 | $244,770 | dollars as filed | |
| ARRIVENT BIOPHARMA INC | 04272N102 | COM | 7,041 | $244,604 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 2,500 | $243,700 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 971 | $233,982 | dollars as filed | |
| KODIAK SCIENCES INC | 50015M109 | COM | 6,000 | $233,760 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 1,200 | $224,736 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 3,000 | $223,440 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 2,000 | $222,060 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 8,463 | $217,668 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 2,600 | $211,926 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 3,827 | $210,485 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 5,000 | $203,150 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 10,838 | $194,650 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 39,400 | $147,750 | dollars as filed | |
| OCULAR THERAPEUTIX INC | 67576A100 | COM | 15,000 | $147,300 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 10,000 | $143,000 | dollars as filed | |
| ORIC PHARMACEUTICALS INC | 68622P109 | COM | 13,000 | $140,790 | dollars as filed | |
| OLEMA PHARMACEUTICALS INC | 68062P106 | COM | 10,000 | $125,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000944 | this filing | 2026-07-09 | acceptance time not in the bulk data set |