Titelia

Holdings of PSP Research LLC

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Net assets
-
Positions
70 in 5 countries
Top ten
84.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ISHARES TRUST 700,00070.5M $
2SPDR SERIES TRUST 284,90036.4M $
3Sera Prognostics Inc 2,396,6854.9M $
4TYRA BIOSCIENCES INC 16,000612.8K $
5ASCENDIS PHARMA A/S 2,500571.8K $
6CYTOKINETICS INC 8,300547.1K $
7KYMERA THERAPEUTICS INC 6,300524.7K $
8Halozyme Therapeutics Inc 8,026518.7K $
9Exelixis Inc 11,948512.5K $
10Disc Medicine Inc 8,000511.5K $
11IONIS PHARMACEUTICALS INC 6,800510.6K $
12Agios Pharmaceuticals Inc 15,000507.5K $
13Neurocrine Biosciences Inc 3,848506.9K $
14Incyte Corp 5,300498.8K $
15TARSUS PHARMACEUTICALS INC 7,000491.1K $
16Viking Therapeutics Inc 15,000488.1K $
17ALNYLAM PHARMACEUTICALS INC 1,465484.7K $
18Praxis Precision Medicines Inc 1,500483.3K $
19Axsome Therapeutics Inc 2,845480.9K $
20Ardelyx Inc 80,000479.2K $
21IMMUNOVANT INC 19,200476.9K $
22Argenx SE 641468.1K $
23Syndax Pharmaceuticals Inc 20,000467.2K $
24Inhibrx Biosciences Inc 6,927465.7K $
25Arcutis Biotherapeutics Inc 19,700464.1K $
26Ultragenyx Pharmaceutical Inc 22,100463K $
27MIRUM PHARMACEUTICALS INC 5,000461.9K $
28COGENT BIOSCIENCES INC 12,000461.9K $
29Monte Rosa Therapeutics Inc 28,000460.6K $
30Immunocore Holdings PLC 15,141456.5K $
31Bridgebio Pharma Inc 6,000445.6K $
32Nurix Therapeutics Inc 28,700444.9K $
33ACADIA Pharmaceuticals Inc 19,766440K $
34Rapport Therapeutics Inc 14,000438.1K $
35Immunome Inc 20,000437.4K $
36TG THERAPEUTICS INC 13,000431.9K $
37Dianthus Therapeutics Inc 5,000419.6K $
38Celldex Therapeutics Inc 13,000412.4K $
39PTC Therapeutics Inc 6,000408.8K $
40VERA THERAPEUTICS INC 10,000402.3K $
41Harmony Biosciences Holdings Inc 14,283400.1K $
42Crinetics Pharmaceuticals Inc 11,000399.5K $
43COMPASS PATHWAYS PLC 71,000392.6K $
44Stoke Therapeutics Inc 12,000390.7K $
45Kodiak Sciences Inc 10,000381.2K $
46DYNE THERAPEUTICS INC 20,000362.6K $
47Trevi Therapeutics Inc 30,000357.9K $
48Intellia Therapeutics Inc 26,900344.9K $
49Protagonist Therapeutics Inc 3,000316.2K $
50Madrigal Pharmaceuticals Inc 600314.1K $
51Supernus Pharmaceuticals Inc 6,000310.1K $
52Tango Therapeutics Inc 14,400301.2K $
53Erasca Inc 17,327280.4K $
54Enliven Therapeutics Inc 7,000274.4K $
55Spyre Therapeutics Inc 5,159260.2K $
56Zymeworks Inc 10,000250.4K $
57ORUKA THERAPEUTICS INC 4,968243.7K $
58Celcuity Inc 2,000228.3K $
59KalVista Pharmaceuticals Inc 10,795217.3K $
60LEGEND BIOTECH CORP 12,000217.1K $
61Apogee Therapeutics Inc 2,500210.4K $
62United Therapeutics Corp 350207.5K $
63Edgewise Therapeutics Inc 6,500204.8K $
64Summit Therapeutics Inc 10,223193.8K $
65ORIC Pharmaceuticals Inc 13,000164.7K $
66Compass Therapeutics Inc 30,000158.7K $
67AMYLYX PHARMACEUTICALS INC 10,838150.6K $
68Olema Pharmaceuticals Inc 10,000149.1K $
69EyePoint Inc 10,000128.9K $
70OCULAR THERAPEUTIX INC 15,000127.1K $

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Sector breakdown

  • Health care 1.6 %
  • Unattributed 98.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.8 %
  • Denmark 0.4 %
  • Netherlands 0.3 %
  • United Kingdom 0.3 %
  • Cayman Islands 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States66135.7M $98.80 %
2Denmark1571.8K $0.42 %
3Netherlands1468.1K $0.34 %
4United Kingdom1392.6K $0.29 %
5Cayman Islands1217.1K $0.16 %
Cite this page

Titelia. "Holdings of PSP Research LLC". https://titelia.com/en/funds/US13F2106939