PSP Research LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Santhosh Palani, lists 44 separate holdings.
The report indicates that the firm holds a mix of individual equities and exchange-traded funds. Among the notable positions listed in the information table are shares of Arcutis Biotherapeutics, ArdeLyx, Incyte, and Neurocrine Biosciences, with varying share counts ranging from 600 to 23,966,852 shares.
The largest holding disclosed in the filing is Sera Prognostics Inc. Class A, for which PSP Research holds 2,396,685 shares. The portfolio also includes significant positions in exchange-traded products, such as the iShares 0-3 Month Treasury Bond ETF and the SPDR S&P Biotech ETF.
