Prosight Management, LP
DALLAS TX · SEC CIK 0001617201
$5.80亿2026Q2 申报市值
36持仓数
70.7%前十大占比 · 第一大 10.6%
5 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INSM 新建仓+$4,004.74万
BSX 加仓+$2,026.13万
IRTC 加仓+$1,849.67万
LKFT 加仓+$1,479.05万
MLYS 新建仓+$1,213.55万
2026Q2 卖出最多 按季末市值估算
PRCT 减仓-$3,786.06万
MGTX 减仓-$3,431.50万
WGS 减仓-$3,006.62万
KURA 减仓-$1,464.21万
CON 清仓-$1,084.99万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -505,822 | -100.0% | -$1,084.99万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -202,300 | -100.0% | -$1,066.53万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$921.80万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -510,578 | -100.0% | -$580.02万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -180,000 | -100.0% | -$498.60万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -175,825 | -100.0% | -$436.75万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -241,123 | -100.0% | -$217.01万 | 清仓 |
| OMER | OMEROS CORP | $0 | 0.00% | 0 | -174,800 | -100.0% | -$184.59万 | 清仓 |
| — | ADICET BIO INC | $0 | 0.00% | 0 | -250,244 | -100.0% | -$170.42万 | 清仓 |
| RGNX | REGENXBIO INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$167.60万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$146.43万 | 清仓 |
| TBI | TRUEBLUE INC | $0 | 0.00% | 0 | -249,107 | -100.0% | -$97.40万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -5,000 | -100.0% | -$62.33万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -50,400 | -100.0% | -$54.94万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$49.70万 | 清仓 |
| IMRX | IMMUNEERING CORP | $18.39万 | 0.03% | 36,861 | -86,548 | -70.1% | -$43.19万 | 减仓 |
| — | COYA THERAPEUTICS INC | $99.45万 | 0.17% | 170,000 | -250,360 | -59.6% | -$146.46万 | 减仓 |
| — | REIN THERAPEUTICS INC | $114.40万 | 0.20% | 1,100,000 | 688,400 | 167.2% | $71.59万 | 加仓 |
| EFOR | EVERFORTH INC | $120.62万 | 0.21% | 67,500 | 67,500 | — | $120.62万 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC | $121.59万 | 0.21% | 90,000 | -2,539,971 | -96.6% | -$3,431.50万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $136.58万 | 0.24% | 39,731 | -40,141 | -50.3% | -$137.98万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $156.21万 | 0.27% | 1,370,233 | -297,367 | -17.8% | -$33.90万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $229.72万 | 0.40% | 474,638 | -41,116 | -8.0% | -$19.90万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $239.40万 | 0.41% | 700,000 | 16,144 | 2.4% | $5.52万 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $301.30万 | 0.52% | 157,500 | -144,899 | -47.9% | -$277.19万 | 减仓 |
| PFE | PFIZER INC | $325.96万 | 0.56% | 135,366 | 135,366 | — | $325.96万 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $385.44万 | 0.66% | 459,952 | -179,166 | -28.0% | -$150.14万 | 减仓 |
| OKUR | ONKURE THERAPEUTICS INC | $446.42万 | 0.77% | 978,992 | -1,175,389 | -54.6% | -$535.98万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $567.69万 | 0.98% | 270,716 | 270,716 | — | $567.69万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $586.96万 | 1.01% | 85,500 | -437,963 | -83.7% | -$3,006.62万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $605.75万 | 1.04% | 268,269 | -1,676,731 | -86.2% | -$3,786.06万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $609.70万 | 1.05% | 650,000 | -47,108 | -6.8% | -$44.19万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $676.06万 | 1.16% | 17,000 | 13,000 | 325.0% | $516.98万 | 加仓 |
| ICUI | ICU MED INC | $747.66万 | 1.29% | 51,000 | 23,550 | 85.8% | $345.24万 | 加仓 |
| — | ADC THERAPEUTICS SA | $837.25万 | 1.44% | 7,824,749 | -475,251 | -5.7% | -$50.85万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,213.55万 | 2.09% | 449,795 | 449,795 | — | $1,213.55万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $1,402.00万 | 2.42% | 374,666 | 24,666 | 7.0% | $92.30万 | 加仓 |
| ABVX | ABIVAX SA | $1,431.13万 | 2.47% | 107,394 | 2,394 | 2.3% | $31.90万 | 加仓 |
| ZYME | ZYMEWORKS INC | $1,762.97万 | 3.04% | 674,434 | 135,385 | 25.1% | $353.90万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,884.73万 | 3.25% | 106,200 | 19,720 | 22.8% | $349.97万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,968.62万 | 3.39% | 165,500 | 155,500 | 1,555.0% | $1,849.67万 | 加仓 |
| ALKS | ALKERMES PLC | $2,066.40万 | 3.56% | 394,389 | -119,243 | -23.2% | -$624.77万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $2,218.09万 | 3.82% | 2,021,964 | -1,334,736 | -39.8% | -$1,464.21万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,623.20万 | 4.52% | 1,200,000 | 430,000 | 55.8% | $939.98万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,952.50万 | 5.09% | 98,080 | 22,080 | 29.1% | $664.67万 | 加仓 |
| INSM | INSMED INC | $4,004.74万 | 6.90% | 375,609 | 375,609 | — | $4,004.74万 | 新建仓 |
| STTK | SHATTUCK LABS INC | $4,134.77万 | 7.12% | 5,957,877 | 953,438 | 19.1% | $661.69万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,421.53万 | 9.34% | 1,270,273 | 474,726 | 59.7% | $2,026.13万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $5,654.61万 | 9.74% | 810,000 | 75,000 | 10.2% | $523.58万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $5,843.68万 | 10.07% | 3,804,481 | 254,481 | 7.2% | $390.88万 | 加仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $6,125.95万 | 10.56% | 2,043,344 | 493,344 | 31.8% | $1,479.05万 | 加仓 |