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PSP Research Portfolio holdings

AUM $188M
This Fund
S&P 500
This Quarter Est. Return
+15.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$46.6M
Cap. Flow
+$25.8M
Cap. Flow %
13.71%
Top 10 Hldgs %
88.03%
Holding
89
New
10
Increased
1
Reduced
31
Closed
14

Top Buys

Rank Stock Value
1
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$38.5M
2
LQDA icon
Liquidia Corp
LQDA
+$268K
3
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$213K
4
AVBP icon
ArriVent BioPharma
AVBP
+$208K
5
KRYS icon
Krystal Biotech
KRYS
+$207K

Top Sells

Rank Stock Value
1
SERA icon
Sera Prognostics
SERA
+$4.87M
2
DFTX
Definium Therapeutics
DFTX
+$613K
3
TYRA icon
Tyra Biosciences
TYRA
+$613K
4
CYTK icon
Cytokinetics
CYTK
+$547K
5
CMPS
Compass Pathways
CMPS
+$538K

Sector Composition

Rank Sector Weight
1 Healthcare 14.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORKA
51
Oruka Therapeutics
ORKA
$6.79B
$286K 0.15%
3,000
-1,968
-40% -$131K
SUPN icon
52
Supernus Pharmaceuticals
SUPN
$2.61B
$279K 0.15%
6,000
– –
CRSP icon
53
CRISPR Therapeutics
CRSP
$5.75B
$273K 0.15%
5,000
-4,500
-47% -$237K
ZYME icon
54
Zymeworks
ZYME
$2.11B
$261K 0.14%
10,000
– –
KRYS icon
55
Krystal Biotech
KRYS
$10.6B
$257K 0.14%
+692
New +$207K
CMPS
56
Compass Pathways
CMPS
$2.04B
$255K 0.14%
18,000
-53,000
-75% -$538K
XENE icon
57
Xenon Pharmaceuticals
XENE
$6.15B
$254K 0.13%
4,200
– –
AXSM icon
58
Axsome Therapeutics
AXSM
$10.9B
$245K 0.13%
1,000
-1,845
-65% -$400K
AVBP icon
59
ArriVent BioPharma
AVBP
$1.53B
$245K 0.13%
+7,041
New +$208K
DNTH icon
60
Dianthus Therapeutics
DNTH
$6.23B
$244K 0.13%
2,500
-2,500
-50% -$218K
JAZZ icon
61
Jazz Pharmaceuticals
JAZZ
$16.6B
$234K 0.12%
+971
New +$213K
KOD icon
62
Kodiak Sciences
KOD
$2.47B
$234K 0.12%
6,000
-4,000
-40% -$156K
RVMD icon
63
Revolution Medicines
RVMD
$45.7B
$225K 0.12%
+1,200
New +$175K
BBIO icon
64
BridgeBio Pharma
BBIO
$15.7B
$223K 0.12%
3,000
-3,000
-50% -$210K
RYTM icon
65
Rhythm Pharmaceuticals
RYTM
$7.77B
$222K 0.12%
+2,000
New +$181K
DNLI icon
66
Denali Therapeutics
DNLI
$3.92B
$218K 0.12%
+8,463
New +$174K
ARWR icon
67
Arrowhead Research
ARWR
$12.6B
$212K 0.11%
+2,600
New +$192K
SRRK icon
68
Scholar Rock
SRRK
$7.5B
$210K 0.11%
+3,827
New +$185K
EWTX icon
69
Edgewise Therapeutics
EWTX
$4.77B
$203K 0.11%
5,000
-1,500
-23% -$51.7K
AMLX icon
70
Amylyx Pharmaceuticals
AMLX
$4.06B
$195K 0.1%
10,838
– –
CTMX icon
71
CytomX Therapeutics
CTMX
$730M
$148K 0.08%
+39,400
New +$150K
OCUL icon
72
Ocular Therapeutix
OCUL
$2.37B
$147K 0.08%
15,000
– –
EYPT icon
73
EyePoint Inc
EYPT
$435M
$143K 0.08%
10,000
– –
ORIC icon
74
Oric Pharmaceuticals
ORIC
$1.43B
$141K 0.07%
13,000
– –
OLMA icon
75
Olema Pharmaceuticals
OLMA
$958M
$125K 0.07%
10,000
– –
1 2
3
4

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KCPT
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DWS
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RMSCM
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AWP
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AIMA
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CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return

PSP Research's Q2 2026 Portfolio in Review

As of Q2 2026, PSP Research held 89 positions worth $188M, up 33% from $141M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

PSP Research deployed $25.8M of net new capital in Q2 2026, opening 10 new positions and adding to 1 existing holding. Its largest new stake was Liquidia Corp: 5,000 shares worth $399K.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, down from 24% a quarter earlier.

On the sell side, the largest reduction was Definium Therapeutics, an estimated $613K trimmed.

  • PSP Research's largest Q2 2026 buy was Liquidia Corp: 5,000 shares worth $399K.
  • PSP Research added most to State Street SPDR S&P Biotech ETF in Q2 2026, an estimated $38.5M increase.
  • PSP Research's biggest Q2 2026 reduction was Definium Therapeutics, cutting an estimated $613K.
  • PSP Research fully exited Sera Prognostics in Q2 2026, selling an estimated $4.87M.
  • PSP Research's ten largest holdings make up 88% of its $188M portfolio in Q2 2026.
  • PSP Research opened 10 new positions and closed 14 in Q2 2026.
  • PSP Research's portfolio value rose 33% quarter-over-quarter to $188M.

Based on PSP Research's 13F filing for Q2 2026, filed 9 Jul 2026.