Prosight Management, LP
CIK 1617201 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $609.8M
- Posisi
- 46
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#3.108 dari 8.643 berdasarkan nilai 13F · top 36.0%
Nilai portofolio QoQ: +26.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,73%
- Bobot 25 kepemilikan teratas
- 96,79%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 16,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 27,79% Perkiraan pembelian $165.356.235 · penjualan $194.920.288
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 40,0% masih dipegang
- Posisi baru
- 5
- Meningkat
- 16
- Menurun
- 15
- Tertutup
- 15
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
99,8%
Technology
0,2%
Portofolio lengkap 36 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GLPG Galapagos NV - American Depositary Shares | $61.259.453 | 10,56% | 2.043.344 | $14.759.453 | Naik ×2 | ||
| JANX Janux Therapeutics, Inc. - Common Stock | $58.436.828 | 10,07% | 3.804.481 | $9.091.828 | Naik ×6 | ||
| NKTR Nektar Therapeutics - Common Stock | $56.546.100 | 9,74% | 810.000 | $3.662.850 | Naik ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $54.215.252 | 9,34% | 1.270.273 | $4.294.678 | Naik ×3 | ||
| STTK Shattuck Labs, Inc. - Common Stock | $41.347.666 | 7,12% | 5.957.877 | $9.169.123 | Naik ×2 | ||
| INSM Insmed Incorporated - Common Stock | $40.047.432 | 6,90% | 375.609 | Naik ×1 | |||
| ALNY Alnylam Pharmaceuticals, Inc. - Common Stock | $29.525.022 | 5,09% | 98.080 | $4.378.902 | Naik ×2 | ||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $26.232.000 | 4,52% | 1.200.000 | $8.244.800 | Naik ×2 | ||
| KURA Kura Oncology, Inc. - Common Stock | $22.180.945 | 3,82% | 2.021.964 | $-5.109.026 | Turun ×1 | ||
| ALKS Alkermes plc - Ordinary Shares | $20.664.012 | 3,56% | 394.389 | $2.501.984 | Turun ×1 | ||
| IRTC iRhythm Holdings, Inc. - Common Stock | $19.686.225 | 3,39% | 165.500 | $18.506.025 | Naik ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $18.847.314 | 3,25% | 106.200 | $3.656.237 | Naik ×1 | ||
| ZYME Zymeworks Inc. - Common Stock | $17.629.705 | 3,04% | 674.434 | $4.131.918 | Naik ×2 | ||
| ABVX Abivax SA - American Depositary Shares | $14.311.324 | 2,47% | 107.394 | $2.619.574 | Naik ×2 | ||
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | $14.020.002 | 2,42% | 374.666 | $1.308.002 | Naik ×2 | ||
| MLYS Mineralys Therapeutics, Inc. - Common Stock | $12.135.469 | 2,09% | 449.795 | Naik ×1 | |||
| ADCT ADC Therapeutics SA Common Shares | $8.372.481 | 1,44% | 7.824.749 | $-22.752.519 | Turun ×2 | ||
| ICUI ICU Medical, Inc. - Common Stock | $7.476.600 | 1,29% | 51.000 | $3.931.432 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $6.760.560 | 1,16% | 17.000 | $4.916.600 | Naik ×1 | ||
| CRBP Corbus Pharmaceuticals Holdings, Inc. - Common Stock | $6.097.000 | 1,05% | 650.000 | $-448.844 | Turun ×1 | ||
| PRCT PROCEPT BioRobotics Corporation - Common Stock | $6.057.514 | 1,04% | 268.269 | $-42.586.936 | Turun ×1 | ||
| WGS GeneDx Holdings Corp. - Class A Common Stock | $5.869.575 | 1,01% | 85.500 | $-27.747.219 | Turun ×1 | ||
| OPCH Option Care Health, Inc. - Common Stock | $5.676.915 | 0,98% | 270.716 | Naik ×1 | |||
| OKUR OnKure Therapeutics, Inc. - Class A Common Stock | $4.464.204 | 0,77% | 978.992 | $-4.454.933 | Turun ×1 | ||
| EBS Emergent BioSolutions Inc. Common Stock | $3.854.398 | 0,66% | 459.952 | $-1.450.281 | Turun ×1 | ||
| PFE Pfizer, Inc. Common Stock | $3.259.613 | 0,56% | 135.366 | Naik ×1 | |||
| KIDS OrthoPediatrics Corp. - Common Stock | $3.012.975 | 0,52% | 157.500 | $-1.786.097 | Turun ×1 | ||
| RCKT Rocket Pharmaceuticals, Inc. - Common Stock | $2.394.000 | 0,41% | 700.000 | $-54.204 | Naik ×1 | ||
| ANTX AN2 Therapeutics, Inc. - Common Stock | $2.297.248 | 0,40% | 474.638 | $533.369 | Turun ×1 | ||
| PLRX Pliant Therapeutics, Inc. - Common Stock | $1.562.066 | 0,27% | 1.370.233 | $-539.110 | Turun ×1 | ||
| TECX Tectonic Therapeutic, Inc. - Common Stock | $1.365.753 | 0,24% | 39.731 | $-1.103.091 | Turun ×4 | ||
| MGTX MeiraGTx Holdings plc - Ordinary Shares | $1.215.900 | 0,21% | 90.000 | $-21.559.649 | Turun ×4 | ||
| ASGN ASGN Incorporated Common Stock | $1.206.225 | 0,21% | 67.500 | Naik ×1 | |||
| RNTX Rein Therapeutics, Inc. - Common Stock | $1.144.000 | 0,20% | 1.100.000 | $608.920 | Naik ×1 | ||
| COYA Coya Therapeutics, Inc. - Common Stock | $994.500 | 0,17% | 170.000 | $-661.718 | Turun ×1 | ||
| IMRX Immuneering Corporation - Class A Common Stock | $183.936 | 0,03% | 36.861 | $-466.429 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ADCT | Dipangkas | -475K | -$22.8M |
| GLPG | Beli lebih banyak | +493K | +$14.8M |
| STTK | Beli lebih banyak | +953K | +$9.2M |
| JANX | Beli lebih banyak | +254K | +$9.1M |
| SNDX | Beli lebih banyak | +430K | +$8.2M |
| KURA | Dipangkas | -1.3M | -$5.1M |
| ISRG | Beli lebih banyak | +13K | +$4.9M |
| OKUR | Dipangkas | -1.2M | -$4.5M |
| ALNY | Beli lebih banyak | +22K | +$4.4M |
| BSX | Beli lebih banyak | +475K | +$4.3M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| UNH | 30 Sep. 2025 | 110.000 | $34.316.700 | 14,4% |
| ISRG | 31 Des. 2025 | 48.711 | $21.785.021 | -28,9% |
| ICLR | 31 Maret 2026 | 110.000 | $20.044.200 | 56,9% |
| FOLD | 31 Maret 2026 | 1.150.000 | $16.376.000 | Tidak lagi dilacak |
| SEM | 31 Maret 2026 | 1.035.086 | $15.371.027 | Tidak lagi dilacak |
| DXCM | 31 Des. 2025 | 195.217 | $13.136.152 | 37,6% |
| CON | 30 Juni 2026 | 505.822 | $10.849.882 | 19,3% |
| TERN | 30 Juni 2026 | 202.300 | $10.665.256 | Tidak lagi dilacak |
| AVTR | 31 Maret 2026 | 898.499 | $10.296.799 | 78,6% |
| MIRM | 30 Sep. 2025 | 200.000 | $10.178.000 | 39,8% |
| PHR | 30 Juni 2026 | 1.100.000 | $9.218.000 | 14,0% |
| BHVN | 31 Des. 2025 | 600.000 | $9.006.000 | 27,3% |
| LH | 31 Maret 2026 | 34.532 | $8.663.388 | 23,3% |
| ZBH | 31 Maret 2025 | 80.000 | $8.450.400 | -10,7% |
| VRTX | 31 Des. 2025 | 20.500 | $8.028.620 | 19,3% |
| SDGR | 30 Juni 2025 | 385.000 | $7.599.900 | -4,5% |
| ISRG | 30 Juni 2025 | 14.000 | $6.933.780 | -25,9% |
| LIVN | 30 Sep. 2025 | 140.000 | $6.302.800 | 54,6% |
| ABCL | 30 Juni 2025 | 2.815.652 | $6.278.904 | 243,6% |
| ACHC | 31 Des. 2025 | 250.000 | $6.190.000 | 104,8% |
| SDGR | 30 Juni 2026 | 510.578 | $5.800.166 | 18,2% |
| ROIV | 30 Juni 2026 | 180.000 | $4.986.000 | 4,7% |
| CDNA | 31 Maret 2026 | 250.000 | $4.710.000 | 170,9% |
| IMVT | 30 Juni 2026 | 175.825 | $4.367.493 | 16,7% |
| HAE | 30 Juni 2025 | 65.400 | $4.156.170 | 43,4% |
| CNC | 31 Maret 2025 | 55.000 | $3.331.900 | 7,2% |
| BPMC | 30 Juni 2025 | 36.512 | $3.231.677 | Tidak lagi dilacak |
| AXGN | 30 Sep. 2025 | 282.809 | $3.068.478 | 181,6% |
| LNTH | 30 Sep. 2025 | 34.576 | $2.830.391 | 95,6% |
| ALGN | 31 Des. 2025 | 19.442 | $2.434.527 | 10,6% |
| ARGX | 31 Des. 2025 | 3.300 | $2.433.948 | 21,2% |
| ADUS | 30 Juni 2025 | 24.045 | $2.377.810 | 4,4% |
| BBIO | 31 Maret 2026 | 30.000 | $2.294.700 | 14,1% |
| MURA | 30 Sep. 2025 | 900.000 | $2.223.000 | Tidak lagi dilacak |
| UPB | 30 Juni 2026 | 241.123 | $2.170.107 | 1,6% |
| TWST | 31 Des. 2025 | 75.000 | $2.110.500 | 323,0% |
| TEM | 31 Maret 2026 | 35.000 | $2.066.750 | 23,2% |
| AKRO | 31 Des. 2025 | 39.072 | $1.855.139 | Tidak lagi dilacak |
| OMER | 30 Juni 2026 | 174.800 | $1.845.888 | 85,5% |
| CTMX | 31 Des. 2025 | 564.800 | $1.801.712 | -17,4% |
| ACET | 30 Juni 2026 | 250.244 | $1.704.162 | 8,0% |
| RGNX | 30 Juni 2026 | 200.000 | $1.676.000 | -1,1% |
| SGHT | 31 Des. 2025 | 439.941 | $1.513.397 | 7,8% |
| VKTX | 30 Juni 2026 | 45.000 | $1.464.300 | -11,5% |
| SYRE | 30 Juni 2025 | 74.921 | $1.208.850 | 605,7% |
| FTRE | 31 Maret 2025 | 55.100 | $1.027.615 | 141,0% |
| TBI | 30 Juni 2026 | 249.107 | $974.008 | 56,4% |
| SDGR | 31 Des. 2025 | 34.830 | $698.690 | 7,5% |
| PVLA | 30 Juni 2026 | 5.000 | $623.250 | -1,5% |
| NVCR | 30 Juni 2026 | 50.400 | $549.360 | 18,8% |
| TMDX | 30 Juni 2026 | 5.000 | $497.050 | 41,5% |
| ERAS | 30 Sep. 2025 | 240.295 | $305.175 | 728,0% |
| PEPG | 30 Sep. 2025 | 243.980 | $270.818 | -37,2% |
| PRTA | 31 Des. 2025 | 20.000 | $195.200 | -3,8% |
| IMNM | 30 Juni 2025 | 23.618 | $158.949 | 211,4% |
| ACTU | 31 Des. 2025 | 885 | $5.921 | -83,5% |