PSP Research LLC
- SEC CIK
- 0002106939
- Latest filing
- Jul 9, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only.
- Positions
- 85
- No filing for Q3 2025
- Portfolio value
- $114.4M
- No filing for Q3 2025
PSP Research LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 700,000 | $70.3M | 61.4% | – | – | – |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,982 | $584.2K | 0.5% | – | – | History |
| TVTXTravere Therapeutics, Inc. | COM | 15,272 | $583.5K | 0.5% | – | – | History |
| TYRATyra Biosciences, Inc. | COM | 21,853 | $574.5K | 0.5% | – | – | History |
| PHVSPharvaris N.V. | COM | 20,511 | $569.2K | 0.5% | – | – | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3,258 | $553.9K | 0.5% | – | – | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 20,368 | $553.2K | 0.5% | – | – | History |
| CGONCG Oncology, Inc. | COM | 13,293 | $551.9K | 0.5% | – | – | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 3,443 | $550.7K | 0.5% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 2,579 | $549.9K | 0.5% | – | – | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 21,866 | $549.3K | 0.5% | – | – | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 13,560 | $547.8K | 0.5% | – | – | History |
| RVMDRevolution Medicines, Inc. | COM | 6,872 | $547.4K | 0.5% | – | – | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 21,879 | $547.2K | 0.5% | – | – | History |
| BBIOBridgeBio Pharma, Inc. | COM | 7,140 | $546.1K | 0.5% | – | – | History |
| NRIXNurix Therapeutics, Inc. | COM | 28,713 | $544.7K | 0.5% | – | – | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 18,716 | $543.5K | 0.5% | – | – | History |
| KODKodiak Sciences Inc. | COM | 19,418 | $542.9K | 0.5% | – | – | History |
| IMNMImmunome Inc. | COM | 25,245 | $542.3K | 0.5% | – | – | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 33,953 | $541.5K | 0.5% | – | – | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 6,854 | $541.4K | 0.5% | – | – | History |
| HALOHalozyme Therapeutics, Inc. | COM | 8,026 | $540.1K | 0.5% | – | – | History |
| EYPTEyePoint, Inc. | COM NEW | 29,530 | $539.5K | 0.5% | – | – | History |
| ALKSAlkermes plc. | SHS | 19,280 | $539.5K | 0.5% | – | – | History |
| IONSIonis Pharmaceuticals Inc | COM | 6,800 | $537.9K | 0.5% | – | – | History |
| MLYSMineralys Therapeutics, Inc. | COM | 14,818 | $537.7K | 0.5% | – | – | History |
| ACLXArcellx, Inc. | COMMON STOCK | 8,224 | $536.2K | 0.5% | – | – | History |
| PTCTPTC Therapeutics, Inc. | COM | 7,046 | $535.2K | 0.5% | – | – | History |
| ZYMEZymeworks Inc. | COM | 20,312 | $534.8K | 0.5% | – | – | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 10,758 | $534.7K | 0.5% | – | – | History |
| PTGXProtagonist Therapeutics, Inc | COM | 6,121 | $534.6K | 0.5% | – | – | History |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 14,283 | $534.5K | 0.5% | – | – | History |
| ROIVRoivant Sciences Ltd. | SHS | 24,621 | $534.3K | 0.5% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 13,826 | $534.2K | 0.5% | – | – | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 44,223 | $534.2K | 0.5% | – | – | History |
| LQDALiquidia Corp | COM NEW | 15,485 | $534.1K | 0.5% | – | – | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 6,519 | $533.8K | 0.5% | – | – | History |
| PVLAPalvella Therapeutics, Inc. | COM | 5,084 | $532.1K | 0.5% | – | – | History |
| RAPPRapport Therapeutics, Inc. | COM | 17,506 | $531.1K | 0.5% | – | – | History |
| TGTXTG Therapeutics, Inc. | COM | 17,807 | $530.8K | 0.5% | – | – | History |
| INSMINSMED Inc | COM PAR $.01 | 3,049 | $530.6K | 0.5% | – | – | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 24,397 | $530.4K | 0.5% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 630 | $529.8K | 0.5% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 3,734 | $529.6K | 0.5% | – | – | History |
| NUVLNuvalent, Inc. | COM | 5,261 | $529.2K | 0.5% | – | – | History |
| INCYIncyte Corp | COM | 5,350 | $528.4K | 0.5% | – | – | History |
| CYTKCytokinetics Inc | COM NEW | 8,313 | $528.2K | 0.5% | – | – | History |
| VRDNViridian Therapeutics, Inc. | COM | 16,967 | $528.0K | 0.5% | – | – | History |
| ACADAcadia Pharmaceuticals Inc | COM | 19,766 | $528.0K | 0.5% | – | – | History |
| WVEWave Life Sciences, Inc. | SHS | 31,040 | $527.7K | 0.5% | – | – | History |
| STOKStoke Therapeutics, Inc. | COM | 16,621 | $527.6K | 0.5% | – | – | History |
| APGEApogee Therapeutics, Inc. | COM | 6,984 | $527.2K | 0.5% | – | – | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 11,316 | $526.8K | 0.5% | – | – | History |
| UTHRUnited Therapeutics Corp | COM | 1,080 | $526.2K | 0.5% | – | – | History |
| MAZEMaze Therapeutics, Inc. | COM | 12,672 | $525.0K | 0.5% | – | – | History |
| DNTHDianthus Therapeutics, Inc. | COM | 12,725 | $524.4K | 0.5% | – | – | History |
| DNLIDenali Therapeutics Inc. | COM | 31,762 | $524.4K | 0.5% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,318 | $524.1K | 0.5% | – | – | History |
| EXELExelixis, Inc. | COM | 11,948 | $523.7K | 0.5% | – | – | History |
| XENEXenon Pharmaceuticals Inc. | COM | 11,678 | $523.4K | 0.5% | – | – | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 14,920 | $523.4K | 0.5% | – | – | History |
| CELCCelcuity Inc. | COM | 5,244 | $523.0K | 0.5% | – | – | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 12,655 | $522.0K | 0.5% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 8,772 | $521.3K | 0.5% | – | – | History |
| OCULOcular Therapeutix, Inc | COM | 42,853 | $520.2K | 0.5% | – | – | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 892 | $519.4K | 0.5% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 24,716 | $519.3K | 0.5% | – | – | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 15,840 | $518.9K | 0.5% | – | – | History |
| VKTXViking Therapeutics, Inc. | COM | 14,714 | $517.6K | 0.5% | – | – | History |
| IMVTImmunovant, Inc. | COM | 20,305 | $516.2K | 0.5% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 18,334 | $508.2K | 0.4% | – | – | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 4,738 | $507.2K | 0.4% | – | – | History |
| VERAVera Therapeutics, Inc. | CL A | 9,996 | $506.2K | 0.4% | – | – | History |
| INBXInhibrx Biosciences, Inc. | COM | 6,389 | $504.7K | 0.4% | – | – | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 9,580 | $502.4K | 0.4% | – | – | History |
| IMCRImmunocore Holdings plc | ADS | 14,424 | $500.7K | 0.4% | – | – | History |
| KYMRKymera Therapeutics, Inc. | COM | 6,348 | $493.9K | 0.4% | – | – | History |
| UPBUpstream Bio, Inc. | COM | 17,634 | $478.8K | 0.4% | – | – | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 19,063 | $476.6K | 0.4% | – | – | History |
| COGTCogent Biosciences, Inc. | COM | 13,233 | $470.0K | 0.4% | – | – | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 6,719 | $467.3K | 0.4% | – | – | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 34,841 | $466.5K | 0.4% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 6,689 | $444.1K | 0.4% | – | – | History |
| ALMSAlumis Inc. | COM | 43,769 | $427.2K | 0.4% | – | – | History |
| DYNDyne Therapeutics, Inc. | COM | 21,535 | $421.2K | 0.4% | – | – | History |