Prosight Management, LP 13F 持仓 · 2026年Q2
Prosight Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 5.80 亿美元。前几大持仓：LKFT（10.56%）、JANX（10.07%）、NKTR（9.74%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $61.3M | 10.56% | 2.0M | 增持 |
| 2 | JANX | JANUX THERAPEUTICS INC | $58.4M | 10.07% | 3.8M | 增持 |
| 3 | NKTR | NEKTAR THERAPEUTICS | $56.5M | 9.74% | 810,000 | 增持 |
| 4 | BSX | BOSTON SCIENTIFIC CORP | $54.2M | 9.34% | 1.3M | 增持 |
| 5 | STTK | SHATTUCK LABS INC | $41.3M | 7.12% | 6.0M | 增持 |
| 6 | INSM | INSMED INC | $40.0M | 6.90% | 375,609 | 新建仓 |
| 7 | ALNY | ALNYLAM PHARMACEUTICALS INC | $29.5M | 5.09% | 98,080 | 增持 |
| 8 | SNDX | SYNDAX PHARMACEUTICALS INC | $26.2M | 4.52% | 1.2M | 增持 |
| 9 | KURA | KURA ONCOLOGY INC | $22.2M | 3.82% | 2.0M | 减持 |
| 10 | ALKS | ALKERMES PLC | $20.7M | 3.56% | 394,389 | 减持 |
| 11 | IRTC | IRHYTHM HOLDINGS INC | $19.7M | 3.39% | 165,500 | 增持 |
| 12 | VEEV | VEEVA SYS INC | $18.8M | 3.25% | 106,200 | 增持 |
| 13 | ZYME | ZYMEWORKS INC | $17.6M | 3.04% | 674,434 | 增持 |
| 14 | ABVX | ABIVAX SA | $14.3M | 2.47% | 107,394 | 增持 |
| 15 | CRNX | CRINETICS PHARMACEUTICALS IN | $14.0M | 2.42% | 374,666 | 增持 |
| 16 | MLYS | MINERALYS THERAPEUTICS INC | $12.1M | 2.09% | 449,795 | 新建仓 |
| 17 | ADCT | ADC THERAPEUTICS SA | $8.4M | 1.44% | 7.8M | 减持 |
| 18 | ICUI | ICU MED INC | $7.5M | 1.29% | 51,000 | 增持 |
| 19 | ISRG | INTUITIVE SURGICAL INC | $6.8M | 1.16% | 17,000 | 增持 |
| 20 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $6.1M | 1.05% | 650,000 | 减持 |
| 21 | PRCT | PROCEPT BIOROBOTICS CORP | $6.1M | 1.04% | 268,269 | 减持 |
| 22 | WGS | GENEDX HOLDINGS CORP | $5.9M | 1.01% | 85,500 | 减持 |
| 23 | OPCH | OPTION CARE HEALTH INC | $5.7M | 0.98% | 270,716 | 新建仓 |
| 24 | OKUR | ONKURE THERAPEUTICS INC | $4.5M | 0.77% | 978,992 | 减持 |
| 25 | EBS | EMERGENT BIOSOLUTIONS INC | $3.9M | 0.66% | 459,952 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR