DOSSIER · 13F-HR · Q2 2026

PSP Research LLC

$188M in tracked AUM across 75 positions as of Q2 2026.

PR
CIK 0002106939 · last filed Jun 30, 2026
Total AUM
$188M
as of Q2 2026
Holdings
75
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PSP Research LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XBI
SPDR SERIES TRUST
$90M570K48.0%
02
SGOV
ISHARES TR
$70M700K37.5%
03
G7709Q104
ROYALTY PHARMA PLC
$617K11K0.3%
04
NRIX
NURIX THERAPEUTICS INC
$607K25K0.3%
05
INCY
INCYTE CORP
$601K5K0.3%
06
ARGX
ARGENX SE
$595K6410.3%
07
IRON
DISC MEDICINE INC
$585K8K0.3%
08
RAPP
RAPPORT THERAPEUTICS INC
$583K14K0.3%
09
RARE
ULTRAGENYX PHARMACEUTICAL IN
$568K17K0.3%
10
TRVI
TREVI THERAPEUTICS INC
$560K30K0.3%

Filing history

2026Q2Jun 30
$188M 32.9%
75 positionsView →
2026Q1Mar 31
$141M 23.5%
79 positionsView →
2025Q4Dec 31
$114M
85 positionsView →