PSP Research LLC

CIK 0002106939 • 4 13F filings • Feb 6, 2026 – Oct 21, 2026

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Filer information

Filed by: PSP Research LLC, Chief Compliance Officer
Address: 4 GREYSTONE CIRCLE, NEWTOWN SQUARE, PA, 19073
Phone: 617-483-5981
AUM: $114.4M

AUM over time

$145.8M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyOther

Holdings by filing

Portfolio value: $114.4M85 positionsView on SEC.gov

			% of Portfolio
ACADIA PHARMACEUTICALS INC	COM	$528K	0.5%	19,766 SH	New
ALKERMES PLC	SHS	$539K	0.5%Prev: 0.2%	19,280 SH	Increased+13,280 SH
ALNYLAM PHARMACEUTICALS INC	COM	$524K	0.5%	1,318 SH	New
ALUMIS INC	COM	$427K	0.4%	43,769 SH	New
AMYLYX PHARMACEUTICALS INC	COM	$534K	0.5%	44,223 SH	New
APELLIS PHARMACEUTICALS INC	COM	$549K	0.5%	21,866 SH	New
APOGEE THERAPEUTICS INC	COM	$527K	0.5%	6,984 SH	New
ARCELLX INC	COMMON STOCK	$536K	0.5%	8,224 SH	New
ARCUTIS BIOTHERAPEUTICS INC	COM	$544K	0.5%Prev: 0.2%	18,716 SH	Increased+8,716 SH
ARGENX SE	SPONSORED ADR	$530K	0.5%Prev: 0.2%	630 SH	Increased+330 SH
ARROWHEAD PHARMACEUTICALS IN	COM	$444K	0.4%	6,689 SH	New
ASCENDIS PHARMA A/S	SPONSORED ADR	$550K	0.5%	2,579 SH	New
AURINIA PHARMACEUTICALS INC	COM	$542K	0.5%Prev: 0.2%	33,953 SH	Increased+18,953 SH
BEAM THERAPEUTICS INC	COM	$508K	0.4%	18,334 SH	New
BELITE BIO INC	SPONSORED ADS	$551K	0.5%	3,443 SH	New
BIOMARIN PHARMACEUTICAL INC	COM	$521K	0.5%	8,772 SH	New
BRIDGEBIO PHARMA INC	COM	$546K	0.5%	7,140 SH	New
CELCUITY INC	COM	$523K	0.5%	5,244 SH	New
CELLDEX THERAPEUTICS INC NEW	COM NEW	$553K	0.5%	20,368 SH	New
CENTESSA PHARMACEUTICALS PLC	SPONSORED ADS	$547K	0.5%	21,879 SH	New
CG ONCOLOGY INC	COM	$552K	0.5%	13,293 SH	New
COGENT BIOSCIENCES INC	COM	$470K	0.4%	13,233 SH	New
CRINETICS PHARMACEUTICALS IN	COM	$527K	0.5%	11,316 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$502K	0.4%	9,580 SH	New
CYTOKINETICS INC	COM NEW	$528K	0.5%	8,313 SH	New
DENALI THERAPEUTICS INC	COM	$524K	0.5%	31,762 SH	New
DIANTHUS THERAPEUTICS INC	COM	$524K	0.5%Prev: 0.2%	12,725 SH	Increased+10,225 SH
DYNE THERAPEUTICS INC	COM	$421K	0.4%Prev: 0.1%	21,535 SH	Increased+11,535 SH
EXELIXIS INC	COM	$524K	0.5%Prev: 0.2%	11,948 SH	Increased+6,948 SH
EYEPOINT INC	COM NEW	$540K	0.5%	29,530 SH	New
HALOZYME THERAPEUTICS INC	COM	$540K	0.5%Prev: 0.2%	8,026 SH	Increased+5,026 SH
HARMONY BIOSCIENCES HLDGS IN	COM	$534K	0.5%Prev: 0.2%	14,283 SH	Increased+7,283 SH
IMMUNOCORE HLDGS PLC	ADS	$501K	0.4%Prev: 0.1%	14,424 SH	Increased+7,424 SH
IMMUNOME INC	COM	$542K	0.5%Prev: 0.2%	25,245 SH	Increased+13,245 SH
IMMUNOVANT INC	COM	$516K	0.5%Prev: 0.2%	20,305 SH	Increased+13,305 SH
INCYTE CORP	COM	$528K	0.5%Prev: 0.2%	5,350 SH	Increased+3,350 SH
INHIBRX BIOSCIENCES INC	COM	$505K	0.4%	6,389 SH	New
INSMED INC	COM PAR $.01	$531K	0.5%	3,049 SH	New
IONIS PHARMACEUTICALS INC	COM	$538K	0.5%	6,800 SH	New
ISHARES TR	0-3 MNTH TREASRY	$70.3M	61.4%	700,000 SH	New
JAZZ PHARMACEUTICALS PLC	SHS USD	$554K	0.5%	3,258 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$522K	0.5%Prev: 0.2%	12,655 SH	Increased+9,155 SH
KODIAK SCIENCES INC	COM	$543K	0.5%	19,418 SH	New
KYMERA THERAPEUTICS INC	COM	$494K	0.4%Prev: 0.2%	6,348 SH	Increased+4,348 SH
LEGEND BIOTECH CORP	SPONSORED ADS	$530K	0.5%	24,397 SH	New
LIQUIDIA CORPORATION	COM NEW	$534K	0.5%	15,485 SH	New
MADRIGAL PHARMACEUTICALS INC	COM	$519K	0.5%Prev: 0.2%	892 SH	Increased+292 SH
MAZE THERAPEUTICS INC	COM	$525K	0.5%	12,672 SH	New
MIND MEDICINE MINDMED INC	COM NEW	$467K	0.4%	34,841 SH	New
MINERALYS THERAPEUTICS INC	COM	$538K	0.5%	14,818 SH	New
MIRUM PHARMACEUTICALS INC	COM	$541K	0.5%Prev: 0.1%	6,854 SH	Increased+4,354 SH
NEUROCRINE BIOSCIENCES INC	COM	$530K	0.5%Prev: 0.2%	3,734 SH	Increased+1,934 SH
NEWAMSTERDAM PHARMA COMPANY	ORDINARY SHARES	$523K	0.5%	14,920 SH	New
NURIX THERAPEUTICS INC	COM	$545K	0.5%Prev: 0.2%	28,713 SH	Increased+16,713 SH
NUVALENT INC	COM	$529K	0.5%	5,261 SH	New
OCULAR THERAPEUTIX INC	COM	$520K	0.5%Prev: 0.1%	42,853 SH	Increased+27,853 SH
OLEMA PHARMACEUTICALS INC	COM	$477K	0.4%Prev: 0.1%	19,063 SH	Increased+9,063 SH
PALVELLA THERAPEUTICS INC NE	COM	$532K	0.5%	5,084 SH	New
PHARVARIS N V	COM	$569K	0.5%	20,511 SH	New
PRAXIS PRECISION MEDICINES I	COM NEW	$584K	0.5%	1,982 SH	New
PROTAGONIST THERAPEUTICS INC	COM	$535K	0.5%Prev: 0.1%	6,121 SH	Increased+4,621 SH
PTC THERAPEUTICS INC	COM	$535K	0.5%	7,046 SH	New
RAPPORT THERAPEUTICS INC	COM	$531K	0.5%	17,506 SH	New
REVOLUTION MEDICINES INC	COM	$547K	0.5%Prev: 0.2%	6,872 SH	Increased+5,672 SH
RHYTHM PHARMACEUTICALS INC	COM	$507K	0.4%	4,738 SH	New
ROIVANT SCIENCES LTD	SHS	$534K	0.5%	24,621 SH	New
ROYALTY PHARMA PLC	SHS CLASS A	$534K	0.5%Prev: 0.2%	13,826 SH	Increased+8,826 SH
SPYRE THERAPEUTICS INC	COM NEW	$519K	0.5%	15,840 SH	New
STOKE THERAPEUTICS INC	COM	$528K	0.5%Prev: 0.2%	16,621 SH	Increased+7,621 SH
STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$467K	0.4%	6,719 SH	New
SUPERNUS PHARMACEUTICALS INC	COM	$535K	0.5%	10,758 SH	New
SYNDAX PHARMACEUTICALS INC	COM	$519K	0.5%Prev: 0.2%	24,716 SH	Increased+12,716 SH
TARSUS PHARMACEUTICALS INC	COM	$534K	0.5%Prev: 0.2%	6,519 SH	Increased+3,019 SH
TERNS PHARMACEUTICALS INC	COM	$548K	0.5%	13,560 SH	New
TG THERAPEUTICS INC	COM	$531K	0.5%Prev: 0.2%	17,807 SH	Increased+12,807 SH
TRAVERE THERAPEUTICS INC	COM	$584K	0.5%	15,272 SH	New
TYRA BIOSCIENCES INC	COM	$575K	0.5%	21,853 SH	New
UNITED THERAPEUTICS CORP DEL	COM	$526K	0.5%	1,080 SH	New
UPSTREAM BIO INC	COM	$479K	0.4%	17,634 SH	New
VERA THERAPEUTICS INC	CL A	$506K	0.4%	9,996 SH	New
VIKING THERAPEUTICS INC	COM	$518K	0.5%	14,714 SH	New
VIRIDIAN THERAPEUTICS INC	COM	$528K	0.5%	16,967 SH	New
WAVE LIFE SCIENCES LTD	SHS	$528K	0.5%	31,040 SH	New
XENON PHARMACEUTICALS INC	COM	$523K	0.5%	11,678 SH	New
ZYMEWORKS INC	COM	$535K	0.5%	20,312 SH	New

Sold (vs prior filing)

ARDELYX INC — $103K
ASCENDIS PHARMA A/S — $228K
COMPASS PATHWAYS PLC — $124K
CYTOMX THERAPEUTICS INC. — $107K
DEFINIUM THERAPEUTICS INC — $247K
EDGEWISE THERAPEUTICS INC — $203K
INTELLIA THERAPEUTICS INC — $241K
ISHARES TR — $70.5M
KRYSTAL BIOTECH INC — $230K
ORIC PHARMACEUTICALS INC — $175K
ORUKA THERAPEUTICS INC — $250K
SERA PROGNOSTICS INC — $5.0M
SPDR SERIES TRUST — $60.9M
SUPERNUS PHARMACEUTICALS — $258K
TANGO THERAPEUTICS INC — $250K
TREVI THERAPEUTICS INC — $215K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001951757-26-000380	$114.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001951757-26-001733	$145.8M	View
Jul 9, 2026	Q2 2026