account_balance
Investment manager · 13F filer · SEC CIK 2106939
PSP Research LLC
Reported value$146Mas of Sep 30, 2026
Positions44 1 new, 32 sold out
Top 10 weight95.0%SGOV alone is 48%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 48.3% Held
XBI SPDR Series Trust 41.8% Trimmed −32%
SERA Sera Prognostics, Inc. 3.4% NewHALO Halozyme Therapeutics, Inc. 0.2% Trimmed −57%MDGL Madrigal Pharmaceuticals, Inc. 0.2% HeldEXEL Exelixis, Inc. 0.2% Trimmed −38%RPRX Royalty Pharma PLC 0.2% Trimmed −55%ARGX Argenx SE 0.2% Trimmed −53%NRIX Nurix Therapeutics, Inc. 0.2% Trimmed −52%TGTX TG Therapeutics, Inc. 0.2% Trimmed −50%TARS Tarsus Pharmaceuticals, Inc. 0.2% Trimmed −50%HRMY Harmony Biosciences Holdings, Inc. 0.2% Trimmed −30%What changed
Biggest moves since Jun 30, 2026
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