PR

PSP Research Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$70.3M
2 +$699K
3 +$656K
4
AMLX icon
Amylyx Pharmaceuticals
AMLX
+$601K
5
MLYS icon
Mineralys Therapeutics
MLYS
+$594K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 38.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STOK icon
51
Stoke Therapeutics
STOK
$2.03B
$528K 0.46%
+16,621
APGE icon
52
Apogee Therapeutics
APGE
$4.84B
$527K 0.46%
+6,984
CRNX icon
53
Crinetics Pharmaceuticals
CRNX
$4.45B
$527K 0.46%
+11,316
UTHR icon
54
United Therapeutics
UTHR
$20.4B
$526K 0.46%
+1,080
MAZE
55
Maze Therapeutics
MAZE
$2.18B
$525K 0.46%
+12,672
DNTH icon
56
Dianthus Therapeutics
DNTH
$2.28B
$524K 0.46%
+12,725
DNLI icon
57
Denali Therapeutics
DNLI
$3.35B
$524K 0.46%
+31,762
ALNY icon
58
Alnylam Pharmaceuticals
ALNY
$44.1B
$524K 0.46%
+1,318
EXEL icon
59
Exelixis
EXEL
$11.7B
$524K 0.46%
+11,948
XENE icon
60
Xenon Pharmaceuticals
XENE
$3.46B
$523K 0.46%
+11,678
NAMS icon
61
NewAmsterdam Pharma
NAMS
$4.03B
$523K 0.46%
+14,920
CELC icon
62
Celcuity
CELC
$4.9B
$523K 0.46%
+5,244
KNSA icon
63
Kiniksa Pharmaceuticals
KNSA
$3.3B
$522K 0.46%
+12,655
BMRN icon
64
BioMarin Pharmaceuticals
BMRN
$12B
$521K 0.46%
+8,772
OCUL icon
65
Ocular Therapeutix
OCUL
$2.07B
$520K 0.45%
+42,853
MDGL icon
66
Madrigal Pharmaceuticals
MDGL
$9.99B
$519K 0.45%
+892
SNDX icon
67
Syndax Pharmaceuticals
SNDX
$1.78B
$519K 0.45%
+24,716
SYRE icon
68
Spyre Therapeutics
SYRE
$3.37B
$519K 0.45%
+15,840
VKTX icon
69
Viking Therapeutics
VKTX
$3.9B
$518K 0.45%
+14,714
IMVT icon
70
Immunovant
IMVT
$5.57B
$516K 0.45%
+20,305
BEAM icon
71
Beam Therapeutics
BEAM
$3.28B
$508K 0.44%
+18,334
RYTM icon
72
Rhythm Pharmaceuticals
RYTM
$6.58B
$507K 0.44%
+4,738
VERA icon
73
Vera Therapeutics
VERA
$3.01B
$506K 0.44%
+9,996
INBX icon
74
Inhibrx
INBX
$1.16B
$505K 0.44%
+6,389
CRSP icon
75
CRISPR Therapeutics
CRSP
$5.45B
$502K 0.44%
+9,580