Titelia

Holdings of PSP Research LLC

70 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 84.1 % of the equity sleeve

Sector breakdown

  • Funds 51.3 %
  • Health care 0.8 %
  • Industrials 0.4 %
  • Materials 0.4 %
  • Unattributed 47.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.8 %
  • DK 0.4 %
  • NL 0.3 %
  • GB 0.3 %
  • KY 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US66135.7M $98.80 %
2DK1571.8K $0.42 %
3NL1468.1K $0.34 %
4GB1392.6K $0.29 %
5KY1217.1K $0.16 %

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 $