PSP Research LLC: 13F holdings
CIK 21069392026Q2
| Positions | 75 |
|---|
| Reported value | $187.9m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 75 (-4 vs prior quarter) |
|---|
| Reported value | $187.9m (+32.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XBI SPDR SERIES TRUST | 570,000 | $90.2m | 48.0% |
| SGOV ISHARES TR | 700,000 | $70.5m | 37.5% |
| ROYALTY PHARMA PLC | 11,000 | $616,770 | 0.3% |
| NRIX NURIX THERAPEUTICS INC | 25,000 | $606,500 | 0.3% |
| INCY INCYTE CORP | 5,300 | $600,808 | 0.3% |
| ARGX ARGENX SE | 641 | $594,701 | 0.3% |
| IRON DISC MEDICINE INC | 8,000 | $585,120 | 0.3% |
| RAPP RAPPORT THERAPEUTICS INC | 14,000 | $583,380 | 0.3% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 17,000 | $567,630 | 0.3% |
| TRVI TREVI THERAPEUTICS INC | 30,000 | $559,500 | 0.3% |
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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