PSP Research LLC holds a concentrated book of 75 stocks worth $187.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened ASCENDIS PHARMA A/S and trimmed NURIX THERAPEUTICS INC. Their largest long position is SPDR SERIES TRUST at 48% of the equity book.
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Use Arkolith to show PSP Research LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR SP BIOT | $90.2M | 570.0K | 48.0% | ▲+100% Added · +285K sh | |
| 2 | Ishares TR 0-3 MTH TREASURY | $70.5M | 700.0K | 37.5% | —Held | |
| 3 | Royalty Pharma PLC SHS CLASS A | $617K | 11.0K | 0.3% | —Held | |
| 4 | Nurix Therapeutics Inc COM | $607K | 25.0K | 0.3% | ▼−13% Reduced · −4K sh | |
| 5 | Incyte Corp COM | $601K | 5.3K | 0.3% | —Held | |
| 6 | Argenx SE SPONSORED ADR | $595K | 641 | 0.3% | —Held | |
| 7 | Disc Medicine Inc COM | $585K | 8.0K | 0.3% | —Held | |
| 8 | Rapport Therapeutics Inc COM | $583K | 14.0K | 0.3% | —Held | |
| 9 | Ultragenyx Pharmaceutical In COM | $568K | 17.0K | 0.3% | ▼−23% Reduced · −5K sh | |
| 10 | Trevi Therapeutics Inc COM | $560K | 30.0K | 0.3% | —Held | |
| 11 | Monte Rosa Therapeutics Inc COM | $557K | 23.0K | 0.3% | ▼−18% Reduced · −5K sh | |
| 12 | TG Therapeutics Inc COM | $549K | 10.0K | 0.3% | ▼−23% Reduced · −3K sh | |
| 13 | Halozyme Therapeutics Inc COM | $548K | 7.0K | 0.3% | ▼−13% Reduced · −1K sh | |
| 14 | Ionis Pharmaceuticals Inc COM | $539K | 6.8K | 0.3% | —Held | |
| 15 | Pharvaris N V COM | $519K | 15.0K | 0.3% | ▼−25% Reduced · −5K sh | |
| 16 | Arcutis Biotherapeutics Inc COM | $517K | 19.7K | 0.3% | —Held | |
| 17 | Aurinia Pharmaceuticals Inc COM | $509K | 30.0K | 0.3% | —Held | |
| 18 | Neurocrine Biosciences Inc COM | $506K | 3.0K | 0.3% | ▼−22% Reduced · −848 sh | |
| 19 | Immunovant Inc COM | $501K | 13.0K | 0.3% | ▼−32% Reduced · −6K sh | |
| 20 | Acadia Pharmaceuticals Inc COM | $500K | 19.8K | 0.3% | —Held | |
| 21 | PTC Therapeutics Inc COM | $489K | 6.0K | 0.3% | —Held | |
| 22 | Celldex Therapeutics Inc New COM NEW | $484K | 13.0K | 0.3% | —Held | |
| 23 | Immunocore Hldgs PLC ADS | $481K | 15.1K | 0.3% | —Held | |
| 24 | Definium Therapeutics Inc COM SHS | $470K | 10.0K | 0.3% | ▼−71% Reduced · −25K sh | |
| 25 | Cogent Biosciences Inc COM | $464K | 12.0K | 0.2% | —Held | |
| 26 | Kymera Therapeutics Inc COM | $459K | 4.0K | 0.2% | ▼−37% Reduced · −2K sh | |
| 27 | Dyne Therapeutics Inc COM | $444K | 20.0K | 0.2% | —Held | |
| 28 | Alnylam Pharmaceuticals Inc COM | $441K | 1.5K | 0.2% | —Held | |
| 29 | Tarsus Pharmaceuticals Inc COM | $441K | 7.0K | 0.2% | —Held | |
| 30 | Syndax Pharmaceuticals Inc COM | $437K | 20.0K | 0.2% | —Held | |
| 31 | Exelixis Inc COM | $435K | 8.0K | 0.2% | ▼−33% Reduced · −4K sh | |
| 32 | Crinetics Pharmaceuticals In COM | $412K | 11.0K | 0.2% | —Held | |
| 33 | Newamsterdam Pharma Company ORDINARY SHARES | $407K | 12.0K | 0.2% | ▼−20% Reduced · −3K sh | |
| 34 | Ascendis Pharma A/s ORD SHS | $400K | 1.5K | 0.2% | ▲New New position | |
| 35 | Liquidia Corporation COM NEW | $399K | 5.0K | 0.2% | ▲New New position | |
| 36 | Stoke Therapeutics Inc COM | $393K | 12.0K | 0.2% | —Held | |
| 37 | Viking Therapeutics Inc COM | $390K | 10.0K | 0.2% | ▼−33% Reduced · −5K sh | |
| 38 | Immunome Inc COM | $381K | 18.0K | 0.2% | ▼−10% Reduced · −2K sh | |
| 39 | Protagonist Therapeutics Inc COM | $368K | 3.0K | 0.2% | —Held | |
| 40 | Harmony Biosciences Hldgs In COM | $364K | 10.0K | 0.2% | ▼−30% Reduced · −4K sh | |
| 41 | Enliven Therapeutics Inc COM | $355K | 7.0K | 0.2% | —Held | |
| 42 | Spyre Therapeutics Inc COM NEW | $355K | 4.0K | 0.2% | ▼−22% Reduced · −1K sh | |
| 43 | Intellia Therapeutics Inc COM | $338K | 20.0K | 0.2% | ▼−26% Reduced · −7K sh | |
| 44 | Madrigal Pharmaceuticals Inc COM | $322K | 600 | 0.2% | —Held | |
| 45 | Kiniksa Pharmaceuticals Intl ORD SHS CL A | $320K | 5.0K | 0.2% | ▼−44% Reduced · −4K sh | |
| 46 | Alkermes PLC SHS | $314K | 6.0K | 0.2% | —Held | |
| 47 | Tango Therapeutics Inc COM | $313K | 10.0K | 0.2% | ▼−31% Reduced · −4K sh | |
| 48 | Ardelyx Inc COM | $306K | 60.0K | 0.2% | ▼−25% Reduced · −20K sh | |
| 49 | Vera Therapeutics Inc CL A | $300K | 7.0K | 0.2% | ▼−30% Reduced · −3K sh | |
| 50 | Mirum Pharmaceuticals Inc COM | $293K | 2.5K | 0.2% | ▼−50% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.