PSP Research LLC

PSP Research LLC reported 75 holdings worth US$188M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

PSP Research LLC reported 75 holdings worth US$188M as of Jun 30, 2026. Largest: Nurix Therapeutics, Inc., Incyte Corporation and Argenx Se. Filed Jul 9, 2026 (Form 13F).

Holdings
75
Value as reported
US$188M

The filing in full

CompanySharesValue as reported% of portfolio
Nurix Therapeutics, Inc.25,000US$607K0.32%
Incyte Corporation5,300US$601K0.32%
Argenx Se641US$595K0.32%
Disc Medicine, Inc.8,000US$585K0.31%
Rapport Therapeutics, Inc.14,000US$583K0.31%
Ultragenyx Pharmaceutical Inc.17,000US$568K0.30%
Trevi Therapeutics, Inc.30,000US$560K0.30%
Monte Rosa Therapeutics, Inc.23,000US$557K0.30%
Tg Therapeutics, Inc.10,000US$549K0.29%
Halozyme Therapeutics, Inc.7,000US$548K0.29%
Ionis Pharmaceuticals, Inc.6,800US$539K0.29%
Arcutis Biotherapeutics, Inc.19,700US$517K0.27%
Aurinia Pharmaceuticals Inc30,000US$509K0.27%
Neurocrine Biosciences, Inc.3,000US$506K0.27%
Immunovant, Inc.13,000US$501K0.27%
Acadia Pharmaceuticals Inc.19,766US$500K0.27%
Ptc Therapeutics, Inc.6,000US$489K0.26%
Celldex Therapeutics, Inc.13,000US$484K0.26%
Definium Therapeutics, Inc.10,000US$470K0.25%
Cogent Biosciences, Inc.12,000US$464K0.25%
Kymera Therapeutics, Inc.4,000US$459K0.24%
Dyne Therapeutics, Inc.20,000US$444K0.24%
Alnylam Pharmaceuticals, Inc.1,465US$441K0.23%
Tarsus Pharmaceuticals, Inc.7,000US$441K0.23%
Syndax Pharmaceuticals, Inc.20,000US$437K0.23%
Exelixis, Inc.8,000US$435K0.23%
Crinetics Pharmaceuticals, Inc.11,000US$412K0.22%
Liquidia Corporation5,000US$399K0.21%
Stoke Therapeutics, Inc.12,000US$393K0.21%
Viking Therapeutics, Inc.10,000US$390K0.21%
Immunome, Inc.18,000US$381K0.20%
Protagonist Therapeutics, Inc.3,000US$368K0.20%
Harmony Biosciences Holdings, Inc.10,000US$364K0.19%
Enliven Therapeutics, Inc.7,000US$355K0.19%
Spyre Therapeutics, Inc.4,000US$355K0.19%
Intellia Therapeutics, Inc.20,000US$338K0.18%
Madrigal Pharmaceuticals, Inc.600US$322K0.17%
Tango Therapeutics, Inc.10,000US$313K0.17%
Ardelyx, Inc.60,000US$306K0.16%
Vera Therapeutics, Inc.7,000US$300K0.16%
Mirum Pharmaceuticals, Inc.2,500US$293K0.16%
Oruka Therapeutics, Inc.3,000US$286K0.15%
Supernus Pharmaceuticals, Inc.6,000US$279K0.15%
Zymeworks Inc.10,000US$261K0.14%
Krystal Biotech, Inc.692US$257K0.14%
Xenon Pharmaceuticals Inc.4,200US$254K0.13%
Axsome Therapeutics, Inc.1,000US$245K0.13%
Arrivent Biopharma, Inc.7,041US$245K0.13%
Dianthus Therapeutics, Inc.2,500US$244K0.13%
Kodiak Sciences Inc6,000US$234K0.12%
Revolution Medicines, Inc.1,200US$225K0.12%
Bridgebio Pharma, Inc.3,000US$223K0.12%
Rhythm Pharmaceuticals, Inc.2,000US$222K0.12%
Denali Therapeutics Inc.8,463US$218K0.12%
Arrowhead Pharmaceuticals, Inc.2,600US$212K0.11%
Scholar Rock Holding Corporation3,827US$210K0.11%
Edgewise Therapeutics, Inc.5,000US$203K0.11%
Amylyx Pharmaceuticals, Inc.10,838US$195K0.10%
Cytomx Therapeutics, Inc.39,400US$148K0.08%
Ocular Therapeutix, Inc.15,000US$147K0.08%
Eyepoint, Inc.10,000US$143K0.08%
Oric Pharmaceuticals, Inc.13,000US$141K0.07%
Olema Pharmaceuticals, Inc.10,000US$125K0.07%
Ascendis Pharma A/s0US$00.00%
Celcuity Inc.0US$00.00%
Compass Therapeutics, Inc.0US$00.00%
Erasca, Inc.0US$00.00%
Inhibrx Biosciences, Inc.0US$00.00%
Kalvista Pharmaceuticals, Inc.0US$00.00%
Praxis Precision Medicines, Inc.0US$00.00%
Sera Prognostics, Inc.0US$00.00%
Summit Therapeutics Inc.0US$00.00%
Tyra Biosciences, Inc.0US$00.00%
United Therapeutics Corporation0US$00.00%
Cytokinetics, Incorporated0US$00.00%
Agios Pharmaceuticals, Inc.0US$00.00%
Apogee Therapeutics, Inc.0US$00.00%

Source

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