Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 41
- 較 2023 年第 2 季 +6
- 總值
- $3.16 億
- 較 2023 年第 2 季 −$2,604 萬 (−7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PCRXPacira BioSciences, Inc. | COM | 1,210,377 | $3,713 萬 | 11.8% | +332,791+37.9% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 65,000 | $3,162 萬 | 10.0% | +9,900+18.0% | 加碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 730,207 | $2,523 萬 | 8.0% | +312,707+74.9% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,078,804 | $2,003 萬 | 6.3% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 1,932,456 | $1,762 萬 | 5.6% | +589,097+43.9% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,408,135 | $1,705 萬 | 5.4% | −91,865−3.7% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,579,802 | $1,561 萬 | 4.9% | −181,666−6.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 150,000 | $1,175 萬 | 3.7% | +90,000+150.0% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 2,446,000 | $1,125 萬 | 3.6% | −104,000−4.1% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 353,508 | $1,117 萬 | 3.5% | −321,492−47.6% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 80,000 | $900.0 萬 | 2.9% | −90,000−52.9% | 減碼 | 歷史 |
| NARIInari Medical, Inc. | Stock | 130,000 | $850.2 萬 | 2.7% | +11,316+9.5% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 40,000 | $793.8 萬 | 2.5% | +40,000 | 新進 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 220,000 | $711.7 萬 | 2.3% | −15,780−6.7% | 減碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 85,000 | $620.8 萬 | 2.0% | −25,468−23.1% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 126,202 | $608.9 萬 | 1.9% | +6,202+5.2% | 加碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 3,446,274 | $592.8 萬 | 1.9% | +1,446,274+72.3% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 62,421 | $582.4 萬 | 1.8% | +62,421 | 新進 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 4,770,799 | $567.7 萬 | 1.8% | +118,879+2.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 80,000 | $551.0 萬 | 1.7% | −115,670−59.1% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 40,890 | $514.1 萬 | 1.6% | +40,890 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 5,402,041 | $484.6 萬 | 1.5% | −181,859−3.3% | 減碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 250,000 | $464.8 萬 | 1.5% | +173,100+225.1% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 40,000 | $350.7 萬 | 1.1% | +40,000 | 新進 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,337,826 | $331.8 萬 | 1.1% | −362,174−21.3% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 35,000 | $329.9 萬 | 1.0% | −1,030−2.9% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 13,500 | $326.6 萬 | 1.0% | +13,500 | 新進 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 2,123,000 | $322.7 萬 | 1.0% | +13,380+0.6% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,203,745 | $284.1 萬 | 0.9% | +1,203,745 | 新進 | 歷史 |
| BBSIBarrett Business Services Inc | COM | 21,387 | $193.0 萬 | 0.6% | +21,387 | 新進 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 935,157 | $184.2 萬 | 0.6% | −148,840−13.7% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 65,000 | $182.1 萬 | 0.6% | −82,554−55.9% | 減碼 | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 321,154 | $178.6 萬 | 0.6% | −413,743−56.3% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 1,050,000 | $140.7 萬 | 0.4% | −50,000−4.5% | 減碼 | 歷史 |
| AGLagilon health, inc. | COM | 79,076 | $140.4 萬 | 0.4% | −20,924−20.9% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 94,817 | $130.5 萬 | 0.4% | +94,817 | 新進 | 歷史 |
| CHEChemed Corp | COM | 2,500 | $129.9 萬 | 0.4% | +2,500 | 新進 | 歷史 |
| EOLSEvolus, Inc. | COM | 126,982 | $116.1 萬 | 0.4% | +126,982 | 新進 | 歷史 |
| ZYMEZymeworks Inc. | COM | 106,405 | $67.5 萬 | 0.2% | +106,405 | 新進 | 歷史 |
| ERASErasca, Inc. | COM | 264,710 | $52.1 萬 | 0.2% | −1,292,660−83.0% | 減碼 | 歷史 |
| ELUTElutia Inc. | CL A COM | 25,594 | $3.66 萬 | <0.1% | −298,831−92.1% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 15,000 | $721.0 萬 | 2.1% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 314,300 | $390.7 萬 | 1.1% | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 149,511 | $125.4 萬 | 0.4% | 歷史 |
| MODVModivCare Inc | COM | 16,023 | $72.4 萬 | 0.2% | 歷史 |
| STLNStarling Oncology, Inc. | COM | 455,302 | $25.1 萬 | 0.1% | 歷史 |