PSP Research LLC
- SEC CIK
- 0002106939
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 75
- 較 2026 年第 1 季 −4
- 總值
- $1.88 億
- 較 2026 年第 1 季 +$4,655 萬 (+32.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 570,000 | $9,020 萬 | 48.0% | +285,100+100.1% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 700,000 | $7,047 萬 | 37.5% | 00.0% | 不變 | – |
| RPRXRoyalty Pharma plc | SHS CLASS A | 11,000 | $61.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 25,000 | $60.6 萬 | 0.3% | −3,700−12.9% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 5,300 | $60.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 641 | $59.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 8,000 | $58.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 14,000 | $58.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 17,000 | $56.8 萬 | 0.3% | −5,100−23.1% | 減碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 30,000 | $56.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 23,000 | $55.7 萬 | 0.3% | −5,000−17.9% | 減碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 10,000 | $54.9 萬 | 0.3% | −3,000−23.1% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 7,000 | $54.8 萬 | 0.3% | −1,026−12.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 6,800 | $53.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PHVSPharvaris N.V. | COM | 15,000 | $51.9 萬 | 0.3% | −5,000−25.0% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 19,700 | $51.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 30,000 | $50.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 3,000 | $50.6 萬 | 0.3% | −848−22.0% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 13,000 | $50.1 萬 | 0.3% | −6,200−32.3% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 19,766 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 6,000 | $48.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 13,000 | $48.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 15,141 | $48.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 10,000 | $47.0 萬 | 0.3% | −24,800−71.3% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 12,000 | $46.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 4,000 | $45.9 萬 | 0.2% | −2,300−36.5% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 20,000 | $44.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,465 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 7,000 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 20,000 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 8,000 | $43.5 萬 | 0.2% | −3,948−33.0% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 11,000 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 12,000 | $40.7 萬 | 0.2% | −3,000−20.0% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | ORD SHS | 1,500 | $40.0 萬 | 0.2% | −1,000−40.0% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 5,000 | $39.9 萬 | 0.2% | +5,000 | 新進 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 12,000 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 10,000 | $39.0 萬 | 0.2% | −5,000−33.3% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 18,000 | $38.1 萬 | 0.2% | −2,000−10.0% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 3,000 | $36.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 10,000 | $36.4 萬 | 0.2% | −4,283−30.0% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 7,000 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 4,000 | $35.5 萬 | 0.2% | −1,159−22.5% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 20,000 | $33.8 萬 | 0.2% | −6,900−25.7% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 600 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 5,000 | $32.0 萬 | 0.2% | −4,000−44.4% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 6,000 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 10,000 | $31.3 萬 | 0.2% | −4,400−30.6% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 60,000 | $30.6 萬 | 0.2% | −20,000−25.0% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 7,000 | $30.0 萬 | 0.2% | −3,000−30.0% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 2,500 | $29.3 萬 | 0.2% | −2,500−50.0% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 3,000 | $28.6 萬 | 0.2% | −1,968−39.6% | 減碼 | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 6,000 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,000 | $27.3 萬 | 0.1% | −4,500−47.4% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 10,000 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 692 | $25.7 萬 | 0.1% | +692 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 18,000 | $25.5 萬 | 0.1% | −53,000−74.6% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 4,200 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 1,000 | $24.5 萬 | 0.1% | −1,845−64.9% | 減碼 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 7,041 | $24.5 萬 | 0.1% | +7,041 | 新進 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 2,500 | $24.4 萬 | 0.1% | −2,500−50.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 971 | $23.4 萬 | 0.1% | +971 | 新進 | 歷史 |
| KODKodiak Sciences Inc. | COM | 6,000 | $23.4 萬 | 0.1% | −4,000−40.0% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,200 | $22.5 萬 | 0.1% | +1,200 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 3,000 | $22.3 萬 | 0.1% | −3,000−50.0% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 2,000 | $22.2 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 8,463 | $21.8 萬 | 0.1% | +8,463 | 新進 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 2,600 | $21.2 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 3,827 | $21.0 萬 | 0.1% | +3,827 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,000 | $20.3 萬 | 0.1% | −1,500−23.1% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 10,838 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 39,400 | $14.8 萬 | 0.1% | +39,400 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 15,000 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 10,000 | $14.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 13,000 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 10,000 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（14 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SERASera Prognostics, Inc. | CLASS A COM | 2,396,685 | $486.5 萬 | 3.4% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 16,000 | $61.3 萬 | 0.4% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 8,300 | $54.7 萬 | 0.4% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 15,000 | $50.7 萬 | 0.4% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 1,500 | $48.3 萬 | 0.3% | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 6,927 | $46.6 萬 | 0.3% | 歷史 |
| ERASErasca, Inc. | COM | 17,327 | $28.0 萬 | 0.2% | 歷史 |
| CELCCelcuity Inc. | COM | 2,000 | $22.8 萬 | 0.2% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 10,795 | $21.7 萬 | 0.2% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 12,000 | $21.7 萬 | 0.2% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 2,500 | $21.0 萬 | 0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 350 | $20.8 萬 | 0.1% | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 10,223 | $19.4 萬 | 0.1% | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 30,000 | $15.9 萬 | 0.1% | 歷史 |