Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 46
- 較 2024 年第 1 季 +2
- 總值
- $3.35 億
- 較 2024 年第 1 季 −$2,488 萬 (−6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,349,980 | $3,345 萬 | 10.0% | +418,468+44.9% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 9,570,000 | $3,024 萬 | 9.0% | +2,519,700+35.7% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,000,000 | $2,114 萬 | 6.3% | +140,000+7.5% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 800,000 | $2,026 萬 | 6.1% | +210,470+35.7% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 170,000 | $1,845 萬 | 5.5% | +151,092+799.1% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,352,700 | $1,832 萬 | 5.5% | +335,399+8.3% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 4,670,000 | $1,803 萬 | 5.4% | +945,000+25.4% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 629,900 | $1,297 萬 | 3.9% | −330,100−34.4% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 230,000 | $1,246 萬 | 3.7% | −15,000−6.1% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 551,544 | $1,132 萬 | 3.4% | +551,544 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 314,800 | $1,076 萬 | 3.2% | −150,200−32.3% | 減碼 | 歷史 |
| KELYAKelly Services Inc | CL A | 492,340 | $1,054 萬 | 3.2% | +143,654+41.2% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,180,000 | $1,004 萬 | 3.0% | +769,052+187.1% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 325,000 | $858.0 萬 | 2.6% | +130,000+66.7% | 加碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 369,261 | $714.2 萬 | 2.1% | +369,261 | 新進 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 2,352,633 | $696.4 萬 | 2.1% | +562,633+31.4% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 275,000 | $662.8 萬 | 2.0% | +60,000+27.9% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 2,750,000 | $649.0 萬 | 1.9% | −909,755−24.9% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 115,000 | $609.6 萬 | 1.8% | +75,954+194.5% | 加碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 286,926 | $592.2 萬 | 1.8% | +116,457+68.3% | 加碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 200,216 | $575.8 萬 | 1.7% | −218,045−52.1% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 205,000 | $567.9 萬 | 1.7% | +105,000+105.0% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 49,317 | $559.2 萬 | 1.7% | +26,317+114.4% | 加碼 | 歷史 |
| ACCDAccolade, Inc. | COM | 1,489,525 | $533.3 萬 | 1.6% | +1,489,525 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 500,000 | $421.5 萬 | 1.3% | −55,500−10.0% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,000 | $371.7 萬 | 1.1% | −3,500−11.5% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 385,000 | $251.0 萬 | 0.8% | −65,000−14.4% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 398,700 | $246.4 萬 | 0.7% | −1,001,300−71.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 40,000 | $236.2 萬 | 0.7% | +40,000 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 30,000 | $236.1 萬 | 0.7% | −150,000−83.3% | 減碼 | 歷史 |
| VINCVincerx Pharma, Inc. | COM NEW | 2,488,418 | $201.6 萬 | 0.6% | +2,488,418 | 新進 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 14,000 | $187.4 萬 | 0.6% | +14,000 | 新進 | 歷史 |
| FNAParagon 28, Inc. | COM | 261,400 | $178.8 萬 | 0.5% | +261,400 | 新進 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 9,373 | $173.3 萬 | 0.5% | −20,627−68.8% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 96,065 | $167.0 萬 | 0.5% | +51,065+113.5% | 加碼 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 475,458 | $149.3 萬 | 0.4% | +75,458+18.9% | 加碼 | 歷史 |
| ADUSAddus HomeCare Corp | COM | 12,500 | $145.1 萬 | 0.4% | +12,500 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 67,461 | $111.1 萬 | 0.3% | +20,251+42.9% | 加碼依 1 比 12 拆股換算 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 59,542 | $102.9 萬 | 0.3% | −5,458−8.4% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 49,021 | $95.3 萬 | 0.3% | +19,021+63.4% | 加碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 1,075,000 | $82.7 萬 | 0.2% | +91,800+9.3% | 加碼 | 歷史 |
| IMNMImmunome Inc. | COM | 65,000 | $78.7 萬 | 0.2% | +65,000 | 新進 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 265,000 | $73.4 萬 | 0.2% | +265,000 | 新進 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 550,000 | $70.4 萬 | 0.2% | +550,000 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 124,377 | $56.0 萬 | 0.2% | +49,377+65.8% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 56,080 | $3.36 萬 | <0.1% | −907,518−94.2% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GHGuardant Health, Inc. | COM | 470,000 | $969.6 萬 | 2.7% | 歷史 |
| PFEPfizer Inc | Stock | 215,000 | $596.6 萬 | 1.7% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 599,460 | $519.7 萬 | 1.4% | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 100,617 | $394.8 萬 | 1.1% | 歷史 |
| BBSIBarrett Business Services Inc | COM | 24,000 | $304.1 萬 | 0.8% | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 94,362 | $275.7 萬 | 0.8% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 250,000 | $91.0 萬 | 0.3% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 25,000 | $73.1 萬 | 0.2% | 歷史 |
| ABSIAbsci Corp | COM | 25,000 | $14.2 萬 | <0.1% | 歷史 |