Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 38
- 較 2025 年第 3 季 −3
- 總值
- $4.84 億
- 較 2025 年第 3 季 +$6,743 萬 (+16.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PRCTPROCEPT BioRobotics Corp | COM | 1,380,000 | $4,341 萬 | 9.0% | +1,303,009+1,692.4% | 加碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,074,112 | $3,512 萬 | 7.3% | −75,888−6.6% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,392,523 | $3,302 萬 | 6.8% | +1,527,173+176.5% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 8,477,338 | $2,993 萬 | 6.2% | +1,005,035+13.5% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 2,529,600 | $2,628 萬 | 5.4% | −228,916−8.3% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 3,209,788 | $2,552 萬 | 5.3% | −879,721−21.5% | 減碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 554,633 | $2,345 萬 | 4.8% | +554,633 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 90,133 | $2,012 萬 | 4.2% | +90,133 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 110,000 | $2,004 萬 | 4.1% | +500+0.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 210,000 | $2,002 萬 | 4.1% | +133,900+176.0% | 加碼 | 歷史 |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 891,030 | $1,754 萬 | 3.6% | +281,030+46.1% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 977,152 | $1,653 萬 | 3.4% | +977,152 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,150,000 | $1,638 萬 | 3.4% | −559,533−32.7% | 減碼 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,035,086 | $1,537 萬 | 3.2% | +160,171+18.3% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 665,000 | $1,397 萬 | 2.9% | −338,400−33.7% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 530,393 | $1,397 萬 | 2.9% | −219,218−29.2% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 627,162 | $1,361 萬 | 2.8% | −708,338−53.0% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 262,904 | $1,224 萬 | 2.5% | −65,780−20.0% | 減碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 898,499 | $1,030 萬 | 2.1% | +898,499 | 新進 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 2,381,502 | $869.2 萬 | 1.8% | −3,069,693−56.3% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 34,532 | $866.3 萬 | 1.8% | +34,532 | 新進 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 55,000 | $715.3 萬 | 1.5% | +55,000 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 17,109 | $680.3 萬 | 1.4% | +17,109 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 243,404 | $618.7 萬 | 1.3% | −455,068−65.2% | 減碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 683,872 | $556.7 萬 | 1.2% | +340,472+99.1% | 加碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 235,000 | $490.2 萬 | 1.0% | −144,254−38.0% | 減碼 | 歷史 |
| CDNACareDx, Inc. | COM | 250,000 | $471.0 萬 | 1.0% | −254,030−50.4% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 95,000 | $383.8 萬 | 0.8% | +95,000 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 743,942 | $261.1 萬 | 0.5% | −524,023−41.3% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 136,741 | $242.9 萬 | 0.5% | −171,966−55.7% | 減碼 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 816,909 | $236.9 萬 | 0.5% | +548,950+204.9% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 30,000 | $229.5 萬 | 0.5% | −234,500−88.7% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 17,000 | $229.3 萬 | 0.5% | +17,000 | 新進 | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $210.7 萬 | 0.4% | +250,244 | 新進 | 歷史 |
| TEMTempus AI, Inc. | CL A | 35,000 | $206.7 萬 | 0.4% | +35,000 | 新進 | 歷史 |
| TBITrueBlue, Inc. | COM | 442,554 | $201.4 萬 | 0.4% | +363,078+456.8% | 加碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 1,555,744 | $189.8 萬 | 0.4% | +1,535,257+7,493.8% | 加碼 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 442,600 | $51.3 萬 | 0.1% | −125,298−22.1% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 48,711 | $2,179 萬 | 5.2% | 歷史 |
| DXCMDexcom Inc | COM | 195,217 | $1,314 萬 | 3.2% | 歷史 |
| BHVNBiohaven Ltd. | COM | 600,000 | $900.6 萬 | 2.2% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 20,500 | $802.9 萬 | 1.9% | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 250,000 | $619.0 萬 | 1.5% | 歷史 |
| ALGNAlign Technology Inc | COM | 19,442 | $243.5 萬 | 0.6% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 3,300 | $243.4 萬 | 0.6% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 75,000 | $211.1 萬 | 0.5% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 39,072 | $185.5 萬 | 0.4% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 564,800 | $180.2 萬 | 0.4% | 歷史 |
| SGHTSight Sciences, Inc. | COM | 439,941 | $151.3 萬 | 0.4% | 歷史 |
| SDGRSchrodinger, Inc. | COM | 34,830 | $69.9 萬 | 0.2% | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 20,000 | $19.5 萬 | <0.1% | 歷史 |
| ACTUActuate Therapeutics, Inc. | COM | 885 | $5,921 | <0.1% | 歷史 |