Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 46
- 較 2025 年第 4 季 +8
- 總值
- $6.10 億
- 較 2025 年第 4 季 +$1.26 億 (+26.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NKTRNektar Therapeutics | COM NEW | 735,000 | $5,288 萬 | 8.7% | +180,367+32.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 795,547 | $4,992 萬 | 8.2% | +585,547+278.8% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,550,000 | $4,935 萬 | 8.1% | +1,157,477+48.4% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 1,945,000 | $4,864 萬 | 8.0% | +565,000+40.9% | 加碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,550,000 | $4,650 萬 | 7.6% | +475,888+44.3% | 加碼 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 523,463 | $3,362 萬 | 5.5% | +468,463+851.8% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,004,439 | $3,218 萬 | 5.3% | +2,622,937+110.1% | 加碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 8,300,000 | $3,113 萬 | 5.1% | −177,338−2.1% | 減碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 3,356,700 | $2,729 萬 | 4.5% | +827,100+32.7% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 76,000 | $2,515 萬 | 4.1% | +58,891+344.2% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 2,629,971 | $2,278 萬 | 3.7% | −579,817−18.1% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 513,632 | $1,816 萬 | 3.0% | +513,632 | 新進 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 770,000 | $1,799 萬 | 2.9% | +105,000+15.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 86,480 | $1,519 萬 | 2.5% | −3,653−4.1% | 減碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 539,049 | $1,350 萬 | 2.2% | +8,656+1.6% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 350,000 | $1,271 萬 | 2.1% | +87,096+33.1% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 105,000 | $1,169 萬 | 1.9% | +88,000+517.6% | 加碼 | 歷史 |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 505,822 | $1,085 萬 | 1.8% | −385,208−43.2% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 202,300 | $1,067 萬 | 1.7% | +107,300+112.9% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 1,100,000 | $921.8 萬 | 1.5% | +122,848+12.6% | 加碼 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 2,154,381 | $891.9 萬 | 1.5% | +1,337,472+163.7% | 加碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 697,108 | $654.6 萬 | 1.1% | +13,236+1.9% | 加碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 510,578 | $580.0 萬 | 1.0% | +510,578 | 新進 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 639,118 | $530.5 萬 | 0.9% | +639,118 | 新進 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 180,000 | $498.6 萬 | 0.8% | −447,162−71.3% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 302,399 | $479.9 萬 | 0.8% | +165,658+121.1% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 175,825 | $436.7 萬 | 0.7% | −67,579−27.8% | 減碼 | 歷史 |
| ICUIIcu Medical Inc | COM | 27,450 | $354.5 萬 | 0.6% | +27,450 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 79,872 | $246.9 萬 | 0.4% | −155,128−66.0% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 683,856 | $244.8 萬 | 0.4% | −60,086−8.1% | 減碼 | 歷史 |
| UPBUpstream Bio, Inc. | COM | 241,123 | $217.0 萬 | 0.4% | +241,123 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 1,667,600 | $210.1 萬 | 0.3% | +111,856+7.2% | 加碼 | 歷史 |
| OMEROmeros Corp | COM | 174,800 | $184.6 萬 | 0.3% | +174,800 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,000 | $184.4 萬 | 0.3% | +4,000 | 新進 | 歷史 |
| ANTXAN2 Therapeutics, Inc. | COM | 515,754 | $176.4 萬 | 0.3% | +515,754 | 新進 | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $170.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 200,000 | $167.6 萬 | 0.3% | +200,000 | 新進 | 歷史 |
| COYACoya Therapeutics, Inc. | COMMON STOCK | 420,360 | $165.6 萬 | 0.3% | +420,360 | 新進 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 45,000 | $146.4 萬 | 0.2% | +45,000 | 新進 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 10,000 | $118.0 萬 | 0.2% | +10,000 | 新進 | 歷史 |
| TBITrueBlue, Inc. | COM | 249,107 | $97.4 萬 | 0.2% | −193,447−43.7% | 減碼 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 123,409 | $65.0 萬 | 0.1% | +123,409 | 新進 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 5,000 | $62.3 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 50,400 | $54.9 萬 | 0.1% | +50,400 | 新進 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 411,600 | $53.5 萬 | 0.1% | −31,000−7.0% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 5,000 | $49.7 萬 | 0.1% | +5,000 | 新進 | 歷史 |
2025 年第 4 季之後清倉（8 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 110,000 | $2,004 萬 | 4.1% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 1,150,000 | $1,638 萬 | 3.4% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,035,086 | $1,537 萬 | 3.2% | 歷史 |
| AVTRAvantor, Inc. | COM | 898,499 | $1,030 萬 | 2.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 34,532 | $866.3 萬 | 1.8% | 歷史 |
| CDNACareDx, Inc. | COM | 250,000 | $471.0 萬 | 1.0% | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 30,000 | $229.5 萬 | 0.5% | 歷史 |
| TEMTempus AI, Inc. | CL A | 35,000 | $206.7 萬 | 0.4% | 歷史 |