Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 44
- 較 2023 年第 4 季 +10
- 總值
- $3.59 億
- 較 2023 年第 4 季 +$1.10 億 (+44.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STTKShattuck Labs, Inc. | COM | 3,725,000 | $3,330 萬 | 9.3% | +942,203+33.9% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,050,300 | $3,166 萬 | 8.8% | +578,500+8.9% | 加碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 931,512 | $2,999 萬 | 8.3% | +104,218+12.6% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,017,301 | $2,439 萬 | 6.8% | −33,413−0.8% | 減碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 960,000 | $2,048 萬 | 5.7% | +10,000+1.1% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 1,860,000 | $1,960 萬 | 5.5% | +1,860,000 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 589,530 | $1,823 萬 | 5.1% | +589,530 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 245,000 | $1,718 萬 | 4.8% | +245,000 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 180,000 | $1,569 萬 | 4.4% | −40,000−18.2% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 418,261 | $1,220 萬 | 3.4% | +323,261+340.3% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 465,000 | $1,168 萬 | 3.2% | +171,699+58.5% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 470,000 | $969.6 萬 | 2.7% | +470,000 | 新進 | 歷史 |
| KELYAKelly Services Inc | CL A | 348,686 | $873.1 萬 | 2.4% | +348,686 | 新進 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 1,790,000 | $810.9 萬 | 2.3% | +90,000+5.3% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 3,659,755 | $753.9 萬 | 2.1% | +3,060,297+510.5% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,400,000 | $711.2 萬 | 2.0% | −832,242−37.3% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 195,000 | $630.0 萬 | 1.8% | +195,000 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 215,000 | $596.6 萬 | 1.7% | +215,000 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 215,000 | $582.0 萬 | 1.6% | +200,000+1,333.3% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 30,000 | $547.4 萬 | 1.5% | +1,910+6.8% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 599,460 | $519.7 萬 | 1.4% | +599,460 | 新進 | 歷史 |
| ZYMEZymeworks Inc. | COM | 410,948 | $432.3 萬 | 1.2% | +410,948 | 新進 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 170,469 | $422.3 萬 | 1.2% | −59,070−25.7% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 30,500 | $420.7 萬 | 1.2% | −5,400−15.0% | 減碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 100,617 | $394.8 萬 | 1.1% | +100,617 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 450,000 | $373.5 萬 | 1.0% | +450,000 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 555,500 | $373.3 萬 | 1.0% | +555,500 | 新進 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 100,000 | $335.4 萬 | 0.9% | −48,800−32.8% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 39,046 | $320.2 萬 | 0.9% | +39,046 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 23,000 | $319.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BBSIBarrett Business Services Inc | COM | 24,000 | $304.1 萬 | 0.8% | +11,000+84.6% | 加碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 983,200 | $299.9 萬 | 0.8% | +983,200 | 新進 | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 94,362 | $275.7 萬 | 0.8% | −164,062−63.5% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,908 | $249.5 萬 | 0.7% | +18,908 | 新進 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 400,000 | $195.6 萬 | 0.5% | −18,505−4.4% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 65,000 | $145.1 萬 | 0.4% | −128,134−66.3% | 減碼依 1 比 7 拆股換算 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 30,000 | $112.6 萬 | 0.3% | +30,000 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 75,000 | $112.1 萬 | 0.3% | +32,009+74.5% | 加碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 250,000 | $91.0 萬 | 0.3% | −1,800,000−87.8% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 45,000 | $88.2 萬 | 0.2% | −87,158−65.9% | 減碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 963,598 | $86.9 萬 | 0.2% | −2,401,735−71.4% | 減碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 25,000 | $73.1 萬 | 0.2% | +25,000 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 566,519 | $72.5 萬 | 0.2% | +566,519 | 新進 | 歷史 |
| ABSIAbsci Corp | COM | 25,000 | $14.2 萬 | <0.1% | +25,000 | 新進 | 歷史 |
2023 年第 4 季之後清倉（9 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ORICOric Pharmaceuticals, Inc. | COM | 1,578,263 | $1,452 萬 | 5.8% | 歷史 |
| QDELQuidelOrtho Corp | COM | 118,920 | $876.4 萬 | 3.5% | 歷史 |
| Galapagos NV36315X901 | CALL | 120,000 | $487.8 萬 | 2.0% | – |
| Prothena Corp PLCG72800908 | CALL | 53,500 | $194.4 萬 | 0.8% | – |
| MDRXVeradigm Inc. | COM | 180,000 | $188.8 萬 | 0.8% | 歷史 |
| Oric Pharmaceuticals Inc68622P909 | CALL | 200,000 | $184.0 萬 | 0.7% | – |
| SYRESpyre Therapeutics, Inc. | COM NEW | 55,000 | $118.4 萬 | 0.5% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 5,000 | $95.3 萬 | 0.4% | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 280,000 | $74.2 萬 | 0.3% | 歷史 |