Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 38
- 較 2024 年第 4 季 +3
- 總值
- $3.04 億
- 較 2024 年第 4 季 −$5,263 萬 (−14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,314,898 | $3,303 萬 | 10.9% | +289,898+28.3% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 3,691,546 | $2,503 萬 | 8.2% | −699,291−15.9% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 610,000 | $2,109 萬 | 6.9% | −385,000−38.7% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 689,901 | $1,863 萬 | 6.1% | +360,133+109.2% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 1,826,163 | $1,843 萬 | 6.1% | +326,163+21.7% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 343,326 | $1,547 萬 | 5.1% | −107,801−23.9% | 減碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 2,078,315 | $1,372 萬 | 4.5% | +753,315+56.9% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 9,543,004 | $1,346 萬 | 4.4% | +28,004+0.3% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 957,229 | $1,140 萬 | 3.7% | +137,229+16.7% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,379,383 | $1,126 萬 | 3.7% | +459,383+49.9% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 60,099 | $1,052 萬 | 3.5% | −24,901−29.3% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,480,000 | $987.2 萬 | 3.2% | +391,294+35.9% | 加碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 290,000 | $879.3 萬 | 2.9% | −402,000−58.1% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 13,700 | $810.9 萬 | 2.7% | +13,700 | 新進 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 385,000 | $760.0 萬 | 2.5% | −335,500−46.6% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 609,252 | $748.5 萬 | 2.5% | −10,748−1.7% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 398,885 | $706.4 萬 | 2.3% | +398,885 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 14,000 | $693.4 萬 | 2.3% | +14,000 | 新進 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,638,935 | $630.8 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 2,815,652 | $627.9 萬 | 2.1% | −4,534,348−61.7% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 360,000 | $615.2 萬 | 2.0% | +54,477+17.8% | 加碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 408,122 | $505.1 萬 | 1.7% | −10,000−2.4% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 127,300 | $500.0 萬 | 1.6% | +57,300+81.9% | 加碼 | 歷史 |
| HAEHaemonetics Corp | COM | 65,400 | $415.6 萬 | 1.4% | +18,700+40.0% | 加碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 36,512 | $323.2 萬 | 1.1% | −30,488−45.5% | 減碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 575,136 | $305.4 萬 | 1.0% | +305,136+113.0% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,930,008 | $249.9 萬 | 0.8% | +25,008+0.6% | 加碼 | 歷史 |
| CDNACareDx, Inc. | COM | 136,593 | $242.5 萬 | 0.8% | +56,593+70.7% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 100,000 | $240.4 萬 | 0.8% | +100,000 | 新進 | 歷史 |
| ADUSAddus HomeCare Corp | COM | 24,045 | $237.8 萬 | 0.8% | +24,045 | 新進 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 969,287 | $232.6 萬 | 0.8% | +60,440+6.7% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 947,110 | $129.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 74,921 | $120.9 萬 | 0.4% | −5,079−6.3% | 減碼 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 186,570 | $80.2 萬 | 0.3% | +122,816+192.6% | 加碼 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 430,000 | $76.1 萬 | 0.3% | +25,021+6.2% | 加碼 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 422,743 | $53.3 萬 | 0.2% | −44,079−9.4% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 334,263 | $45.1 萬 | 0.1% | +334,263 | 新進 | 歷史 |
| IMNMImmunome Inc. | COM | 23,618 | $15.9 萬 | 0.1% | −30,724−56.5% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。