Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 34
- 較 2023 年第 3 季 −7
- 總值
- $2.49 億
- 較 2023 年第 3 季 −$6,646 萬 (−21.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 827,294 | $3,363 萬 | 13.5% | +97,087+13.3% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,050,714 | $2,844 萬 | 11.4% | −28,090−0.7% | 減碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 2,782,797 | $1,984 萬 | 8.0% | +659,797+31.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 220,000 | $1,812 萬 | 7.3% | +70,000+46.7% | 加碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,578,263 | $1,452 萬 | 5.8% | −1,001,539−38.8% | 減碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 950,000 | $1,366 萬 | 5.5% | −982,456−50.8% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,232,242 | $1,337 萬 | 5.4% | −175,893−7.3% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 6,471,800 | $1,074 萬 | 4.3% | +1,069,759+19.8% | 加碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 1,700,000 | $970.7 萬 | 3.9% | −746,000−30.5% | 減碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 118,920 | $876.4 萬 | 3.5% | +33,920+39.9% | 加碼 | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 258,424 | $871.9 萬 | 3.5% | −951,953−78.6% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 293,301 | $865.8 萬 | 3.5% | −60,207−17.0% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 229,539 | $834.1 萬 | 3.3% | +103,337+81.9% | 加碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 148,800 | $501.3 萬 | 2.0% | −71,200−32.4% | 減碼 | 歷史 |
| Galapagos NV36315X901 | CALL | 120,000 | $487.8 萬 | 2.0% | +120,000 | 新進 | – |
| NBIXNeurocrine Biosciences Inc | Stock | 35,900 | $473.0 萬 | 1.9% | −44,100−55.1% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 28,090 | $428.2 萬 | 1.7% | −12,800−31.3% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,351,939 | $354.2 萬 | 1.4% | +14,113+1.1% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 3,365,333 | $318.8 萬 | 1.3% | −1,405,466−29.5% | 減碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 2,050,000 | $309.6 萬 | 1.2% | +1,000,000+95.2% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 95,000 | $308.8 萬 | 1.2% | +95,000 | 新進 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 132,158 | $304.4 萬 | 1.2% | +132,158 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 23,000 | $285.4 萬 | 1.1% | −39,421−63.2% | 減碼 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 418,505 | $247.8 萬 | 1.0% | +418,505 | 新進 | 歷史 |
| Prothena Corp PLCG72800908 | CALL | 53,500 | $194.4 萬 | 0.8% | +53,500 | 新進 | – |
| MDRXVeradigm Inc. | COM | 180,000 | $188.8 萬 | 0.8% | +180,000 | 新進 | 歷史 |
| Oric Pharmaceuticals Inc68622P909 | CALL | 200,000 | $184.0 萬 | 0.7% | +200,000 | 新進 | – |
| BBSIBarrett Business Services Inc | COM | 13,000 | $150.5 萬 | 0.6% | −8,387−39.2% | 減碼 | 歷史 |
| ERASErasca, Inc. | COM | 599,458 | $127.7 萬 | 0.5% | +334,748+126.5% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 55,000 | $118.4 萬 | 0.5% | +55,000 | 新進 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 5,000 | $95.3 萬 | 0.4% | +5,000 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 280,000 | $74.2 萬 | 0.3% | −923,745−76.7% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 42,991 | $62.4 萬 | 0.3% | −51,826−54.7% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 15,000 | $41.6 萬 | 0.2% | −50,000−76.9% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（16 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 65,000 | $3,162 萬 | 10.0% | 歷史 |
| NARIInari Medical, Inc. | Stock | 130,000 | $850.2 萬 | 2.7% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 40,000 | $793.8 萬 | 2.5% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 3,446,274 | $592.8 萬 | 1.9% | 歷史 |
| CNCCentene Corp | Stock | 80,000 | $551.0 萬 | 1.7% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 250,000 | $464.8 萬 | 1.5% | 歷史 |
| MASIMasimo Corp | COM | 40,000 | $350.7 萬 | 1.1% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 35,000 | $329.9 萬 | 1.0% | 歷史 |
| PENPenumbra Inc | COM | 13,500 | $326.6 萬 | 1.0% | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 935,157 | $184.2 萬 | 0.6% | 歷史 |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 321,154 | $178.6 萬 | 0.6% | 歷史 |
| AGLagilon health, inc. | COM | 79,076 | $140.4 萬 | 0.4% | 歷史 |
| CHEChemed Corp | COM | 2,500 | $129.9 萬 | 0.4% | 歷史 |
| EOLSEvolus, Inc. | COM | 126,982 | $116.1 萬 | 0.4% | 歷史 |
| ZYMEZymeworks Inc. | COM | 106,405 | $67.5 萬 | 0.2% | 歷史 |
| ELUTElutia Inc. | CL A COM | 25,594 | $3.66 萬 | <0.1% | 歷史 |