Prosight Management, LP
- SEC CIK
- 0001617201
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 36
- 較 2026 年第 1 季 −10
- 總值
- $5.80 億
- 較 2026 年第 1 季 −$2,947 萬 (−4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 2,043,344 | $6,126 萬 | 10.6% | +493,344+31.8% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 3,804,481 | $5,844 萬 | 10.1% | +254,481+7.2% | 加碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 810,000 | $5,655 萬 | 9.7% | +75,000+10.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,270,273 | $5,422 萬 | 9.3% | +474,726+59.7% | 加碼 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 5,957,877 | $4,135 萬 | 7.1% | +953,438+19.1% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 375,609 | $4,005 萬 | 6.9% | +375,609 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 98,080 | $2,953 萬 | 5.1% | +22,080+29.1% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,200,000 | $2,623 萬 | 4.5% | +430,000+55.8% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 2,021,964 | $2,218 萬 | 3.8% | −1,334,736−39.8% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 394,389 | $2,066 萬 | 3.6% | −119,243−23.2% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 165,500 | $1,969 萬 | 3.4% | +155,500+1,555.0% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 106,200 | $1,885 萬 | 3.2% | +19,720+22.8% | 加碼 | 歷史 |
| ZYMEZymeworks Inc. | COM | 674,434 | $1,763 萬 | 3.0% | +135,385+25.1% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 107,394 | $1,431 萬 | 2.5% | +2,394+2.3% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 374,666 | $1,402 萬 | 2.4% | +24,666+7.0% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 449,795 | $1,214 萬 | 2.1% | +449,795 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 7,824,749 | $837.2 萬 | 1.4% | −475,251−5.7% | 減碼 | 歷史 |
| ICUIIcu Medical Inc | COM | 51,000 | $747.7 萬 | 1.3% | +23,550+85.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,000 | $676.1 萬 | 1.2% | +13,000+325.0% | 加碼 | 歷史 |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 650,000 | $609.7 萬 | 1.1% | −47,108−6.8% | 減碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 268,269 | $605.8 萬 | 1.0% | −1,676,731−86.2% | 減碼 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 85,500 | $587.0 萬 | 1.0% | −437,963−83.7% | 減碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 270,716 | $567.7 萬 | 1.0% | +270,716 | 新進 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 978,992 | $446.4 萬 | 0.8% | −1,175,389−54.6% | 減碼 | 歷史 |
| EBSEmergent BioSolutions Inc. | COM | 459,952 | $385.4 萬 | 0.7% | −179,166−28.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 135,366 | $326.0 萬 | 0.6% | +135,366 | 新進 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 157,500 | $301.3 萬 | 0.5% | −144,899−47.9% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 700,000 | $239.4 萬 | 0.4% | +16,144+2.4% | 加碼 | 歷史 |
| ANTXAN2 Therapeutics, Inc. | COM | 474,638 | $229.7 萬 | 0.4% | −41,116−8.0% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 1,370,233 | $156.2 萬 | 0.3% | −297,367−17.8% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 39,731 | $136.6 萬 | 0.2% | −40,141−50.3% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 90,000 | $121.6 萬 | 0.2% | −2,539,971−96.6% | 減碼 | 歷史 |
| EFOREverforth Inc | COM | 67,500 | $120.6 萬 | 0.2% | +67,500 | 新進 | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 1,100,000 | $114.4 萬 | 0.2% | +688,400+167.2% | 加碼 | 歷史 |
| COYACoya Therapeutics, Inc. | COMMON STOCK | 170,000 | $99.5 萬 | 0.2% | −250,360−59.6% | 減碼 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 36,861 | $18.4 萬 | <0.1% | −86,548−70.1% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（15 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 505,822 | $1,085 萬 | 1.8% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 202,300 | $1,067 萬 | 1.7% | 歷史 |
| PHRPhreesia, Inc. | COM | 1,100,000 | $921.8 萬 | 1.5% | 歷史 |
| SDGRSchrodinger, Inc. | COM | 510,578 | $580.0 萬 | 1.0% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 180,000 | $498.6 萬 | 0.8% | 歷史 |
| IMVTImmunovant, Inc. | COM | 175,825 | $436.7 萬 | 0.7% | 歷史 |
| UPBUpstream Bio, Inc. | COM | 241,123 | $217.0 萬 | 0.4% | 歷史 |
| OMEROmeros Corp | COM | 174,800 | $184.6 萬 | 0.3% | 歷史 |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $170.4 萬 | 0.3% | 歷史 |
| RGNXREGENXBIO Inc. | COM | 200,000 | $167.6 萬 | 0.3% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 45,000 | $146.4 萬 | 0.2% | 歷史 |
| TBITrueBlue, Inc. | COM | 249,107 | $97.4 萬 | 0.2% | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 5,000 | $62.3 萬 | 0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 50,400 | $54.9 萬 | 0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 5,000 | $49.7 萬 | 0.1% | 歷史 |