Investor
PSP Research LLC
CIK 0002106939 · filed 2026-04-17 · SEC filing
13F book
$141.3M
Positions
79
21 new · 27 sold
Largest name
49.9%
Ishares 0-3 Month
Est. mark
−$44.2K
Price effect on 58 names still held. Flow $27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares 0-3 Month | — | 700K | $70.5M | 49.9% | $196K | Held |
| Spdr Series Trust | — | 284.9K | $36.4M | 25.7% | — | New |
| Sera Prognostics, Inc. | SERA | 2.4M | $4.87M | 3.4% | — | New |
| Definium Therape | DFTX | 34.8K | $657.7K | 0.5% | — | New |
| Tyra Biosciences, Inc. | TYRA | 16K | $612.8K | 0.4% | $192.2K | Cut$38.3K |
| Ascendis Pharma A/S | ASND | 2.5K | $571.8K | 0.4% | $38.7K | Cut$21.9K |
| Pharvaris N.V. | PHVS | 20K | $565K | 0.4% | $10K | Cut−$4.18K |
| Cytokinetics Inc | CYTK | 8.3K | $547.1K | 0.4% | $19.7K | Cut$18.8K |
| Royalty Pharma PLC | RPRX | 11K | $527.7K | 0.4% | $102.6K | Cut−$6.57K |
| Kymera Therapeutics, Inc. | KYMR | 6.3K | $524.7K | 0.4% | $34.5K | Cut$30.8K |
| Halozyme Therapeutics, Inc. | HALO | 8.03K | $518.7K | 0.4% | −$21.4K | Held |
| Exelixis, Inc. | EXEL | 11.9K | $512.5K | 0.4% | −$11.2K | Held |
| Disc Medicine, Inc. | IRON | 8K | $511.5K | 0.4% | — | New |
| Ionis Pharmaceuticals Inc | IONS | 6.8K | $510.6K | 0.4% | −$27.3K | Held |
| Agios Pharmaceuticals, Inc. | AGIO | 15K | $507.4K | 0.4% | — | New |
| Neurocrine Biosciences Inc | NBIX | 3.85K | $506.9K | 0.4% | −$37.7K | Added−$22.7K |
| Incyte Corp | INCY | 5.3K | $498.8K | 0.4% | −$24.6K | Cut−$29.6K |
| Tarsus Pharmaceuticals, Inc. | TARS | 7K | $491.1K | 0.3% | −$76.5K | Added−$42.7K |
| Viking Therapeutics, Inc. | VKTX | 15K | $488.1K | 0.3% | −$38.8K | Added−$29.5K |
| Alnylam Pharmaceuticals, Inc. | ALNY | 1.47K | $484.7K | 0.3% | −$88K | Added−$39.4K |
| Praxis Precision Medicines I | — | 1.5K | $483.3K | 0.3% | $41.2K | Cut−$100.9K |
| Axsome Therapeutics, Inc. | AXSM | 2.85K | $480.9K | 0.3% | — | New |
| Newamsterdam Pharma Company | — | 15K | $480.1K | 0.3% | −$45.8K | Added−$43.2K |
| Ardelyx, Inc. | ARDX | 80K | $479.2K | 0.3% | — | New |
| Immunovant, Inc. | IMVT | 19.2K | $476.9K | 0.3% | −$11.1K | Cut−$39.2K |
| Argenx SE | ARGX | 641 | $468.1K | 0.3% | −$69.7K | Added−$61.7K |
| Syndax Pharmaceuticals Inc | SNDX | 20K | $467.2K | 0.3% | $47K | Cut−$52.1K |
| Inhibrx Biosciences, Inc. | INBX | 6.93K | $465.7K | 0.3% | −$75.2K | Added−$39K |
| Arcutis Biotherapeutics, Inc. | ARQT | 19.7K | $464.1K | 0.3% | −$102.6K | Added−$79.4K |
| Ultragenyx Pharmaceutical In | — | 22.1K | $463K | 0.3% | — | New |
| Mirum Pharmaceuticals, Inc. | MIRM | 5K | $461.9K | 0.3% | $67K | Cut−$79.5K |
| Cogent Biosciences, Inc. | COGT | 12K | $461.9K | 0.3% | $35.6K | Cut−$8.16K |
| Monte Rosa Therapeutics, Inc. | GLUE | 28K | $460.6K | 0.3% | — | New |
| Immunocore Hldgs Plc | — | 15.1K | $456.5K | 0.3% | −$65.8K | Added−$44.2K |
| Crispr Therapeutics Ag | CRSP | 9.5K | $451.9K | 0.3% | −$46.3K | Cut−$50.5K |
| BridgeBio Pharma, Inc. | BBIO | 6K | $445.6K | 0.3% | −$13.4K | Cut−$100.6K |
| Nurix Therapeutics, Inc. | NRIX | 28.7K | $444.9K | 0.3% | −$99.6K | Cut−$99.8K |
| Aurinia Pharmaceuticals Inc. | AUPH | 30K | $444.6K | 0.3% | −$33.9K | Cut−$97K |
| Acadia Pharmaceuticals Inc | ACAD | 19.8K | $440K | 0.3% | −$88K | Held |
| Rapport Therapeutics, Inc. | RAPP | 14K | $438.1K | 0.3% | $13.3K | Cut−$93.1K |
| Immunome Inc. | IMNM | 20K | $437.4K | 0.3% | $7.8K | Cut−$104.9K |
| Kiniksa Pharmaceuticals Intl | — | 9K | $433.4K | 0.3% | $62.1K | Cut−$88.7K |
| Tg Therapeutics, Inc. | TGTX | 13K | $431.9K | 0.3% | $44.3K | Cut−$99K |
| Dianthus Therapeutics Inc | — | 5K | $419.6K | 0.3% | $213.6K | Cut−$104.8K |
| Celldex Therapeutics Inc New | — | 13K | $412.4K | 0.3% | $59.3K | Cut−$140.8K |
| Ptc Therapeutics, Inc. | PTCT | 6K | $408.8K | 0.3% | −$47K | Cut−$126.4K |
| Vera Therapeutics, Inc. | VERA | 10K | $402.3K | 0.3% | −$104.1K | Added−$103.9K |
| Harmony Biosciences Hldgs In | — | 14.3K | $400.1K | 0.3% | −$134.4K | Held |
| Crinetics Pharmaceuticals In | — | 11K | $399.5K | 0.3% | −$112.5K | Cut−$127.2K |
| Compass Pathways Plc | CMPS | 71K | $392.6K | 0.3% | — | New |
| Stoke Therapeutics, Inc. | STOK | 12K | $390.7K | 0.3% | $9.84K | Cut−$136.8K |
| Kodiak Sciences Inc. | KOD | 10K | $381.2K | 0.3% | $101.6K | Cut−$161.7K |
| Dyne Therapeutics, Inc. | DYN | 20K | $362.6K | 0.3% | −$28.6K | Cut−$58.6K |
| Trevi Therapeutics, Inc. | TRVI | 30K | $357.9K | 0.3% | — | New |
| Intellia Therapeutics, Inc. | NTLA | 26.9K | $344.9K | 0.2% | — | New |
| Protagonist Therapeutics, Inc | PTGX | 3K | $316.2K | 0.2% | $54.2K | Cut−$218.4K |
| Madrigal Pharmaceuticals, Inc. | MDGL | 600 | $314.1K | 0.2% | −$35.3K | Cut−$205.4K |
| Supernus Pharmaceuticals, Inc. | SUPN | 6K | $310.1K | 0.2% | $11.9K | Cut−$224.5K |
| Tango Therapeutics, Inc. | TNGX | 14.4K | $301.2K | 0.2% | — | New |
| Erasca, Inc. | ERAS | 17.3K | $280.4K | 0.2% | — | New |
| Enliven Therapeutics, Inc. | ELVN | 7K | $274.4K | 0.2% | — | New |
| Spyre Therapeutics, Inc. | SYRE | 5.16K | $260.2K | 0.2% | $91.2K | Cut−$258.7K |
| Zymeworks Inc. | ZYME | 10K | $250.4K | 0.2% | −$12.9K | Cut−$284.4K |
| Xenon Pharmaceuticals Inc. | XENE | 4.2K | $244.2K | 0.2% | $56K | Cut−$279.2K |
| Oruka Therapeutics, Inc. | ORKA | 4.97K | $243.7K | 0.2% | — | New |
| Celcuity Inc. | CELC | 2K | $228.3K | 0.2% | $28.8K | Cut−$294.8K |
| Kalvista Pharmaceuticals Inc | — | 10.8K | $217.3K | 0.2% | — | New |
| Legend Biotech Corp | LEGN | 12K | $217.1K | 0.2% | −$43.8K | Cut−$313.3K |
| Alkermes plc. | ALKS | 6K | $212.2K | 0.1% | $44.3K | Cut−$327.3K |
| Apogee Therapeutics, Inc. | APGE | 2.5K | $210.4K | 0.1% | $21.7K | Cut−$316.7K |
| United Therapeutics Corp Del | — | 350 | $207.5K | 0.1% | $37K | Cut−$318.7K |
| Edgewise Therapeutics, Inc. | EWTX | 6.5K | $204.8K | 0.1% | — | New |
| Summit Therapeutics Inc. | SMMT | 10.2K | $193.8K | 0.1% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 13K | $164.7K | 0.1% | — | New |
| Compass Therapeutics, Inc. | CMPX | 30K | $158.7K | 0.1% | — | New |
| Amylyx Pharmaceuticals, Inc. | AMLX | 10.8K | $150.6K | 0.1% | $19.7K | Cut−$383.6K |
| Olema Pharmaceuticals, Inc. | OLMA | 10K | $149.1K | 0.1% | −$100.9K | Cut−$327.5K |
| EyePoint, Inc. | EYPT | 10K | $128.9K | 0.1% | −$53.8K | Cut−$410.6K |
| Ocular Therapeutix, Inc | OCUL | 15K | $127K | 0.1% | −$55K | Cut−$393.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.