Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 39
- 較 2025 年第 1 季 +1
- 總值
- $4.10 億
- 較 2025 年第 1 季 +$1.06 億 (+34.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,773,649 | $4,964 萬 | 12.1% | +458,751+34.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 110,000 | $3,432 萬 | 8.4% | +110,000 | 新進 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 4,587,423 | $2,991 萬 | 7.3% | +895,877+24.3% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 10,467,771 | $2,805 萬 | 6.8% | +924,767+9.7% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 472,687 | $2,041 萬 | 5.0% | −137,313−22.5% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 1,808,539 | $2,038 萬 | 5.0% | −17,624−1.0% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 3,480,044 | $1,994 萬 | 4.9% | +2,100,661+152.3% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 853,904 | $1,973 萬 | 4.8% | +164,003+23.8% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 3,181,184 | $1,836 萬 | 4.5% | +1,102,869+53.1% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 1,309,904 | $1,644 萬 | 4.0% | +352,675+36.8% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 98,558 | $1,434 萬 | 3.5% | +38,459+64.0% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 22,000 | $1,213 萬 | 3.0% | +8,300+60.6% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 200,000 | $1,018 萬 | 2.5% | −143,326−41.7% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,079,673 | $1,011 萬 | 2.5% | +470,421+77.2% | 加碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 442,056 | $878.4 萬 | 2.1% | +43,171+10.8% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 298,123 | $857.4 萬 | 2.1% | +298,123 | 新進 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,517,113 | $798.4 萬 | 1.9% | −412,895−10.5% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 479,400 | $767.0 萬 | 1.9% | +119,400+33.2% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 539,071 | $760.6 萬 | 1.9% | +439,071+439.1% | 加碼 | 歷史 |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 312,105 | $642.0 萬 | 1.6% | +312,105 | 新進 | 歷史 |
| LIVNLivaNova PLC | SHS | 140,000 | $630.3 萬 | 1.5% | +12,700+10.0% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 70,000 | $611.0 萬 | 1.5% | +70,000 | 新進 | 歷史 |
| CDNACareDx, Inc. | COM | 302,808 | $591.7 萬 | 1.4% | +166,215+121.7% | 加碼 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 353,820 | $537.1 萬 | 1.3% | +353,820 | 新進 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 6,638,935 | $525.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 211,816 | $480.6 萬 | 1.2% | −78,184−27.0% | 減碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 579,893 | $400.1 萬 | 1.0% | +4,757+0.8% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,580,588 | $387.2 萬 | 0.9% | +100,588+6.8% | 加碼 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 871,687 | $360.0 萬 | 0.9% | −97,600−10.1% | 減碼 | 歷史 |
| AXGNAxogen, Inc. | COM | 282,809 | $306.8 萬 | 0.7% | +282,809 | 新進 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 34,576 | $283.0 萬 | 0.7% | +34,576 | 新進 | 歷史 |
| MURAMural Oncology plc | ORD SHS | 900,000 | $222.3 萬 | 0.5% | +477,257+112.9% | 加碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 267,800 | $162.6 萬 | 0.4% | −140,322−34.4% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 73,647 | $158.2 萬 | 0.4% | +73,647 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 837,400 | $97.1 萬 | 0.2% | +503,137+150.5% | 加碼 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 427,919 | $59.9 萬 | 0.1% | −2,081−0.5% | 減碼 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 159,692 | $38.2 萬 | 0.1% | −26,878−14.4% | 減碼 | 歷史 |
| ERASErasca, Inc. | COM | 240,295 | $30.5 萬 | 0.1% | −706,815−74.6% | 減碼 | 歷史 |
| PEPGPepGen Inc. | COM | 243,980 | $27.1 萬 | 0.1% | +243,980 | 新進 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SDGRSchrodinger, Inc. | COM | 385,000 | $760.0 萬 | 2.5% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 14,000 | $693.4 萬 | 2.3% | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 2,815,652 | $627.9 萬 | 2.1% | 歷史 |
| HAEHaemonetics Corp | COM | 65,400 | $415.6 萬 | 1.4% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 36,512 | $323.2 萬 | 1.1% | 歷史 |
| ADUSAddus HomeCare Corp | COM | 24,045 | $237.8 萬 | 0.8% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 74,921 | $120.9 萬 | 0.4% | 歷史 |
| IMNMImmunome Inc. | COM | 23,618 | $15.9 萬 | 0.1% | 歷史 |