PSP Research LLC: 13F holdings

CIK 21069392026Q2

Positions75
Reported value$187.9m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
XBI SPDR SERIES TRUST570,000$90.2m48.0%
SGOV ISHARES TR700,000$70.5m37.5%
ROYALTY PHARMA PLC11,000$616,7700.3%
NRIX NURIX THERAPEUTICS INC25,000$606,5000.3%
INCY INCYTE CORP5,300$600,8080.3%
ARGX ARGENX SE641$594,7010.3%
DISC MEDICINE INC8,000$585,1200.3%
RAPPORT THERAPEUTICS INC14,000$583,3800.3%
RARE ULTRAGENYX PHARMACEUTICAL IN17,000$567,6300.3%
TREVI THERAPEUTICS INC30,000$559,5000.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2106939")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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