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Prosight Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Prosight Management, LP

报告期 2026-03-31 · CIK 0001617201

持仓数

46

前50大市值合计

$609.8M

报告期

2026-03-31

当前持仓调仓

前 46 大持仓

标的

类型

市值

股数

占比*

NKTR NEKTAR THERAPEUTICS

COM NEW

$52.9M

735,000

8.7%

BSX BOSTON SCIENTIFIC CORP

COM

$49.9M

795,547

8.2%

JANX JANUX THERAPEUTICS INC

COM

$49.3M

3,550,000

8.1%

PRCT PROCEPT BIOROBOTICS CORP

COM

$48.6M

1,945,000

8.0%

LKFT GALAPAGOS NV

SPON ADR

$46.5M

1,550,000

7.6%

WGS GENEDX HOLDINGS CORP

COM CL A

$33.6M

523,463

5.5%

STTK SHATTUCK LABS INC

COM

$32.2M

5,004,439

5.3%

— ADC THERAPEUTICS SA

SHS

$31.1M

8,300,000

5.1%

KURA KURA ONCOLOGY INC

COM

$27.3M

3,356,700

4.5%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$25.1M

76,000

4.1%

— MEIRAGTX HLDGS PLC

COM

$22.8M

2,629,971

3.7%

— ALKERMES PLC

SHS

$18.2M

513,632

3.0%

SNDX SYNDAX PHARMACEUTICALS INC

COM

$18.0M

770,000

2.9%

VEEV VEEVA SYS INC

CL A COM

$15.2M

86,480

2.5%

ZYME ZYMEWORKS INC

COM

$13.5M

539,049

2.2%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$12.7M

350,000

2.1%

ABVX ABIVAX SA

SPONSORED ADS

$11.7M

105,000

1.9%

CON CONCENTRA GROUP HOLDINGS PAR

COMMON STOCK

$10.8M

505,822

1.8%

— TERNS PHARMACEUTICALS INC

COM

$10.7M

202,300

1.7%

PHR PHREESIA INC

COM

$9.2M

1,100,000

1.5%

OKUR ONKURE THERAPEUTICS INC

COM CL A

$8.9M

2,154,381

1.5%

CRBP CORBUS PHARMACEUTICALS HLDGS

COM NEW

$6.5M

697,108

1.1%

SDGR SCHRODINGER INC

COM

$5.8M

510,578

1.0%

EBS EMERGENT BIOSOLUTIONS INC

COM

$5.3M

639,118

0.9%

— ROIVANT SCIENCES LTD

SHS

$5.0M

180,000

0.8%

KIDS ORTHOPEDIATRICS CORP

COM

$4.8M

302,399

0.8%

IMVT IMMUNOVANT INC

COM

$4.4M

175,825

0.7%

ICUI ICU MED INC

COM

$3.5M

27,450

0.6%

TECX TECTONIC THERAPEUTIC INC

COM

$2.5M

79,872

0.4%

RCKT ROCKET PHARMACEUTICALS INC

COM

$2.4M

683,856

0.4%

UPB UPSTREAM BIO INC

COM

$2.2M

241,123

0.4%

PLRX PLIANT THERAPEUTICS INC

COM

$2.1M

1,667,600

0.3%

OMER OMEROS CORP

COM

$1.8M

174,800

0.3%

ISRG INTUITIVE SURGICAL INC

COM NEW

$1.8M

4,000

0.3%

ANTX AN2 THERAPEUTICS INC

COM

$1.8M

515,754

0.3%

ACET ADICET BIO INC

COM NEW

$1.7M

250,244

0.3%

RGNX REGENXBIO INC

COM

$1.7M

200,000

0.3%

COYA COYA THERAPEUTICS INC

COMMON STOCK

$1.7M

420,360

0.3%

VKTX VIKING THERAPEUTICS INC

COM

$1.5M

45,000

0.2%

IRTC IRHYTHM HOLDINGS INC

COM

$1.2M

10,000

0.2%

TBI TRUEBLUE INC

COM

$974.0K

249,107

0.2%

IMRX IMMUNEERING CORP

CLASS A COM

$650.4K

123,409

0.1%

PVLA PALVELLA THERAPEUTICS INC NE

COM

$623.3K

5,000

0.1%

— NOVOCURE LTD

ORD SHS

$549.4K

50,400

0.1%

RNTX REIN THERAPEUTICS INC

COM NEW

$535.1K

411,600

0.1%

TMDX TRANSMEDICS GROUP INC

COM

$497.1K

5,000

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

NKTR8.7%BSX8.2%JANX8.1%PRCT8.0%LKFT7.6%WGS5.5%