PSP Research LLC — 13F holdings

PSP Research LLC reported 44 holdings worth $146M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. SGOV ISHARES TR — $70.5M (48.3%)
2. XBI SPDR SERIES TRUST — $60.9M (41.8%)
3. SERA SERA PROGNOSTICS INC — $5.01M (3.4%)
4. HALO HALOZYME THERAPEUTICS INC — $331K (0.2%)
5. MDGL MADRIGAL PHARMACEUTICALS INC — $302K (0.2%)
6. EXEL EXELIXIS INC — $292K (0.2%)
7. RPRX ROYALTY PHARMA PLC — $292K (0.2%)
8. ARGX ARGENX SE — $288K (0.2%)
9. NRIX NURIX THERAPEUTICS INC — $285K (0.2%)
10. TGTX TG THERAPEUTICS INC — $279K (0.2%)