PSP Research LLC
Top Portfolio Positions
77 positions ·
$34,477,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SERA |
Sera Prognostics, Inc.
Healthcare
|
2,396,685 | $4,865,270 | 14.11% | |
| DFTX |
Definium Therapeutics, Inc.
Healthcare
|
34,800 | $657,720 | 1.91% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
16,000 | $612,800 | 1.78% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
2,500 | $571,825 | 1.66% | |
| PHVS |
Pharvaris N.V.
Healthcare
|
20,000 | $565,000 | 1.64% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
8,300 | $547,053 | 1.59% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
11,000 | $527,670 | 1.53% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
6,300 | $524,727 | 1.52% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
8,026 | $518,720 | 1.50% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
11,948 | $512,449 | 1.49% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CMPS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,630 | 71,000 | Shares | Sole | 2026-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||