Prosight Management, LP
- SEC CIK
- 0001617201
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 36
- 較 2026 年第 1 季 −10
- 總值
- $5.8 億
- 較 2026 年第 1 季 −$2,946.96 萬 (−4.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| LKFTLAKEFRONT BIOTHERAPEUTICS NV | SPON ADR | 2,043,344 | $6,125.95 萬 | 10.56% | +493,344+31.8% | 加碼 | 查看 |
| JANXJANUX THERAPEUTICS INC | COM | 3,804,481 | $5,843.68 萬 | 10.07% | +254,481+7.2% | 加碼 | 查看 |
| NKTRNEKTAR THERAPEUTICS | COM NEW | 810,000 | $5,654.61 萬 | 9.74% | +75,000+10.2% | 加碼 | 查看 |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 1,270,273 | $5,421.53 萬 | 9.34% | +474,726+59.7% | 加碼 | 查看 |
| STTKSHATTUCK LABS INC | COM | 5,957,877 | $4,134.77 萬 | 7.12% | +953,438+19.1% | 加碼 | 查看 |
| INSMINSMED INC | COM PAR $.01 | 375,609 | $4,004.74 萬 | 6.90% | +375,609 | 新進 | 查看 |
| ALNYALNYLAM PHARMACEUTICALS INC | COM | 98,080 | $2,952.5 萬 | 5.09% | +22,080+29.1% | 加碼 | 查看 |
| SNDXSYNDAX PHARMACEUTICALS INC | COM | 1,200,000 | $2,623.2 萬 | 4.52% | +430,000+55.8% | 加碼 | 查看 |
| KURAKURA ONCOLOGY INC | COM | 2,021,964 | $2,218.09 萬 | 3.82% | −1,334,736−39.8% | 減碼 | 查看 |
| ALKSALKERMES PLC | SHS | 394,389 | $2,066.4 萬 | 3.56% | −119,243−23.2% | 減碼 | 查看 |
| IRTCIRHYTHM TECHNOLOGIES INC | COM | 165,500 | $1,968.62 萬 | 3.39% | +155,500+1,555.0% | 加碼 | 查看 |
| VEEVVEEVA SYS INC CL A COM | Stock | 106,200 | $1,884.73 萬 | 3.25% | +19,720+22.8% | 加碼 | 查看 |
| ZYMEZYMEWORKS INC | COM | 674,434 | $1,762.97 萬 | 3.04% | +135,385+25.1% | 加碼 | 查看 |
| ABVXABIVAX SA | SPONSORED ADS | 107,394 | $1,431.13 萬 | 2.47% | +2,394+2.3% | 加碼 | 查看 |
| CRINETICS PHARMACEUTICALS IN22663K107 | COM | 374,666 | $1,402 萬 | 2.42% | +24,666+7.0% | 加碼 | – |
| MLYSMINERALYS THERAPEUTICS INC | COM | 449,795 | $1,213.55 萬 | 2.09% | +449,795 | 新進 | 查看 |
| ADCTADC THERAPEUTICS SA | SHS | 7,824,749 | $837.25 萬 | 1.44% | −475,251−5.7% | 減碼 | 查看 |
| ICUIICU MED INC | COM | 51,000 | $747.66 萬 | 1.29% | +23,550+85.8% | 加碼 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 17,000 | $676.06 萬 | 1.16% | +13,000+325.0% | 加碼 | 查看 |
| CRBPCORBUS PHARMACEUTICALS HLDGS | COM NEW | 650,000 | $609.7 萬 | 1.05% | −47,108−6.8% | 減碼 | 查看 |
| PRCTPROCEPT BIOROBOTICS CORP | COM | 268,269 | $605.75 萬 | 1.04% | −1,676,731−86.2% | 減碼 | 查看 |
| WGSGENEDX HOLDINGS CORP | COM CL A | 85,500 | $586.96 萬 | 1.01% | −437,963−83.7% | 減碼 | 查看 |
| OPCHOPTION CARE HEALTH INC | COM NEW | 270,716 | $567.69 萬 | 0.98% | +270,716 | 新進 | 查看 |
| OKURONKURE THERAPEUTICS INC | COM CL A | 978,992 | $446.42 萬 | 0.77% | −1,175,389−54.6% | 減碼 | 查看 |
| EBSEMERGENT BIOSOLUTIONS INC | COM | 459,952 | $385.44 萬 | 0.66% | −179,166−28.0% | 減碼 | 查看 |
| PFEPFIZER INC COM | Stock | 135,366 | $325.96 萬 | 0.56% | +135,366 | 新進 | 查看 |
| KIDSORTHOPEDIATRICS CORP | COM | 157,500 | $301.3 萬 | 0.52% | −144,899−47.9% | 減碼 | 查看 |
| RCKTROCKET PHARMACEUTICALS INC | COM | 700,000 | $239.4 萬 | 0.41% | +16,144+2.4% | 加碼 | 查看 |
| ANTXAN2 THERAPEUTICS INC | COM | 474,638 | $229.72 萬 | 0.40% | −41,116−8.0% | 減碼 | 查看 |
| PLRXPLIANT THERAPEUTICS INC | COM | 1,370,233 | $156.21 萬 | 0.27% | −297,367−17.8% | 減碼 | 查看 |
| TECXTECTONIC THERAPEUTIC INC | COM | 39,731 | $136.58 萬 | 0.24% | −40,141−50.3% | 減碼 | 查看 |
| MGTXMEIRAGTX HLDGS PLC | COM | 90,000 | $121.59 萬 | 0.21% | −2,539,971−96.6% | 減碼 | 查看 |
| EFOREVERFORTH INC | COM | 67,500 | $120.62 萬 | 0.21% | +67,500 | 新進 | 查看 |
| RNTXREIN THERAPEUTICS INC | COM NEW | 1,100,000 | $114.4 萬 | 0.20% | +688,400+167.2% | 加碼 | 查看 |
| COYACOYA THERAPEUTICS INC | COMMON STOCK | 170,000 | $99.45 萬 | 0.17% | −250,360−59.6% | 減碼 | 查看 |
| IMRXIMMUNEERING CORP | CLASS A COM | 36,861 | $18.39 萬 | 0.03% | −86,548−70.1% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（15 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| CONCONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 505,822 | $1,084.99 萬 | 1.78% |
| TERNS PHARMACEUTICALS INC880881107 | COM | 202,300 | $1,066.53 萬 | 1.75% |
| PHRPHREESIA INC | COM | 1,100,000 | $921.8 萬 | 1.51% |
| SDGRSCHRODINGER INC | COM | 510,578 | $580.02 萬 | 0.95% |
| ROIVROIVANT SCIENCES LTD | SHS | 180,000 | $498.6 萬 | 0.82% |
| IMVTIMMUNOVANT INC | COM | 175,825 | $436.75 萬 | 0.72% |
| UPBUPSTREAM BIO INC | COM | 241,123 | $217.01 萬 | 0.36% |
| OMEROMEROS CORP | COM | 174,800 | $184.59 萬 | 0.30% |
| ACETADICET BIO INC | COM NEW | 250,244 | $170.42 萬 | 0.28% |
| RGNXREGENXBIO INC | COM | 200,000 | $167.6 萬 | 0.27% |
| VKTXVIKING THERAPEUTICS INC | COM | 45,000 | $146.43 萬 | 0.24% |
| TBITRUEBLUE INC | COM | 249,107 | $97.4 萬 | 0.16% |
| PVLAPALVELLA THERAPEUTICS INC NE | COM | 5,000 | $62.33 萬 | 0.10% |
| NVCRNOVOCURE LTD | ORD SHS | 50,400 | $54.94 萬 | 0.09% |
| TMDXTRANSMEDICS GROUP INC | COM | 5,000 | $49.71 萬 | 0.08% |