Prosight Management, LP
DALLAS TX · SEC CIK 0001617201
$6.10亿2026Q1 申报市值
46持仓数
65.0%前十大占比 · 第一大 8.7%
14 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSX 加仓+$3,674.31万
WGS 加仓+$3,008.47万
ALNY 加仓+$1,948.53万
ALKS 新建仓+$1,816.20万
STTK 加仓+$1,686.55万
2026Q1 卖出最多 按季末市值估算
ISRG 重新持有-$2,061.13万
ICLR 清仓-$2,004.42万
AMICUS THERAPEUT 清仓-$1,637.60万
SELECT MED HLDGS 清仓-$1,537.10万
ROIV 减仓-$1,238.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NKTR | NEKTAR THERAPEUTICS | $5,288.32万 | 8.67% | 735,000 | 180,367 | 32.5% | $1,297.74万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,992.06万 | 8.19% | 795,547 | 585,547 | 278.8% | $3,674.31万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $4,934.50万 | 8.09% | 3,550,000 | 1,157,477 | 48.4% | $1,608.89万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $4,864.44万 | 7.98% | 1,945,000 | 565,000 | 40.9% | $1,413.07万 | 加仓 |
| LKFT | GALAPAGOS NV | $4,650.00万 | 7.63% | 1,550,000 | 475,888 | 44.3% | $1,427.66万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $3,361.68万 | 5.51% | 523,463 | 468,463 | 851.8% | $3,008.47万 | 加仓 |
| STTK | SHATTUCK LABS INC | $3,217.85万 | 5.28% | 5,004,439 | 2,622,937 | 110.1% | $1,686.55万 | 加仓 |
| — | ADC THERAPEUTICS SA | $3,112.50万 | 5.10% | 8,300,000 | -177,338 | -2.1% | -$66.50万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $2,729.00万 | 4.48% | 3,356,700 | 827,100 | 32.7% | $672.43万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,514.61万 | 4.12% | 76,000 | 58,891 | 344.2% | $1,948.53万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $2,277.55万 | 3.73% | 2,629,971 | -579,817 | -18.1% | -$502.12万 | 减仓 |
| ALKS | ALKERMES PLC | $1,816.20万 | 2.98% | 513,632 | 513,632 | — | $1,816.20万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,798.72万 | 2.95% | 770,000 | 105,000 | 15.8% | $245.28万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,519.11万 | 2.49% | 86,480 | -3,653 | -4.1% | -$64.17万 | 减仓 |
| ZYME | ZYMEWORKS INC | $1,349.78万 | 2.21% | 539,049 | 8,656 | 1.6% | $21.67万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $1,271.20万 | 2.08% | 350,000 | 87,096 | 33.1% | $316.33万 | 加仓 |
| ABVX | ABIVAX SA | $1,169.17万 | 1.92% | 105,000 | 88,000 | 517.6% | $979.88万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $1,084.99万 | 1.78% | 505,822 | -385,208 | -43.2% | -$826.27万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $1,066.53万 | 1.75% | 202,300 | 107,300 | 112.9% | $565.69万 | 加仓 |
| PHR | PHREESIA INC | $921.80万 | 1.51% | 1,100,000 | 122,848 | 12.6% | $102.95万 | 加仓 |
| OKUR | ONKURE THERAPEUTICS INC | $891.91万 | 1.46% | 2,154,381 | 1,337,472 | 163.7% | $553.71万 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $654.58万 | 1.07% | 697,108 | 13,236 | 1.9% | $12.43万 | 加仓 |
| SDGR | SCHRODINGER INC | $580.02万 | 0.95% | 510,578 | 475,748 | 1,365.9% | $540.45万 | 重新持有 |
| EBS | EMERGENT BIOSOLUTIONS INC | $530.47万 | 0.87% | 639,118 | 639,118 | — | $530.47万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $498.60万 | 0.82% | 180,000 | -447,162 | -71.3% | -$1,238.64万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $479.91万 | 0.79% | 302,399 | 165,658 | 121.1% | $262.90万 | 加仓 |
| IMVT | IMMUNOVANT INC | $436.75万 | 0.72% | 175,825 | -67,579 | -27.8% | -$167.87万 | 减仓 |
| ICUI | ICU MED INC | $354.52万 | 0.58% | 27,450 | 27,450 | — | $354.52万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $246.88万 | 0.40% | 79,872 | -155,128 | -66.0% | -$479.50万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $244.82万 | 0.40% | 683,856 | -60,086 | -8.1% | -$21.51万 | 减仓 |
| UPB | UPSTREAM BIO INC | $217.01万 | 0.36% | 241,123 | 241,123 | — | $217.01万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $210.12万 | 0.34% | 1,667,600 | 111,856 | 7.2% | $14.09万 | 加仓 |
| OMER | OMEROS CORP | $184.59万 | 0.30% | 174,800 | 174,800 | — | $184.59万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $184.40万 | 0.30% | 4,000 | -44,711 | -91.8% | -$2,061.13万 | 重新持有 |
| — | AN2 THERAPEUTICS INC | $176.39万 | 0.29% | 515,754 | 515,754 | — | $176.39万 | 新建仓 |
| — | ADICET BIO INC | $170.42万 | 0.28% | 250,244 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $167.60万 | 0.27% | 200,000 | 200,000 | — | $167.60万 | 新建仓 |
| — | COYA THERAPEUTICS INC | $165.62万 | 0.27% | 420,360 | 420,360 | — | $165.62万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $146.43万 | 0.24% | 45,000 | 45,000 | — | $146.43万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $118.02万 | 0.19% | 10,000 | 10,000 | — | $118.02万 | 新建仓 |
| TBI | TRUEBLUE INC | $97.40万 | 0.16% | 249,107 | -193,447 | -43.7% | -$75.64万 | 减仓 |
| IMRX | IMMUNEERING CORP | $65.04万 | 0.11% | 123,409 | 123,409 | — | $65.04万 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $62.33万 | 0.10% | 5,000 | 5,000 | — | $62.33万 | 新建仓 |
| NVCR | NOVOCURE LTD | $54.94万 | 0.09% | 50,400 | 50,400 | — | $54.94万 | 新建仓 |
| — | REIN THERAPEUTICS INC | $53.51万 | 0.09% | 411,600 | -31,000 | -7.0% | -$4.03万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $49.70万 | 0.08% | 5,000 | 5,000 | — | $49.70万 | 新建仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -110,000 | -100.0% | -$2,004.42万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,150,000 | -100.0% | -$1,637.60万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -1,035,086 | -100.0% | -$1,537.10万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -898,499 | -100.0% | -$1,029.68万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -34,532 | -100.0% | -$866.34万 | 清仓 |
| CDNA | CAREDX INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$471.00万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$229.47万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$206.68万 | 清仓 |