13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001617201
申报总市值
US$5.8亿
US$5.8亿
45 檔
22.7%
截至 Q3 2024 季度末，Prosight Management, LP 的美股持仓估值约为 US$5.8亿，全数申报仓位共有 45 档。
Prosight Management, LP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 17 档持股的同时，亦同步清仓 17 档并减仓 12 档标的。
在资产配置集中度方面，Prosight Management, LP 的前 5 大核心持股（包含 ADC THERAPEUTICS SA, LKFT, BBIO 等）合计占整体申报市值的 22.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Adc Therapeutics SA | 股票-其他 | 7.47% | -3.66% | +0.69% | |
| 2 | LKFT | Lakefront Biotherapeutic-adr | 股票-其他 | 7.29% | +2.93% | -23.79% | |
| 3 | BBIO | Bridgebio Pharma Inc | 股票-医疗保健 | 6.81% | — | +35.85% | |
| 4 | ABCL | Abcellera Biologics Inc | 股票-其他 | 5.81% | — | +285.93% | |
| 5 | MGTX | MeiraGTx Holdings plc | 股票-其他 | 5.03% | -3.52% | +12.59% | |
| 6 | ROIV | Roivant Sciences Ltd. | 股票-医疗保健 | 4.89% | -0.82% | EXIT | |
| 7 | STTK | Shattuck Labs Inc | 股票-其他 | 4.88% | +1.84% | +21.60% | |
| 8 | MIRM | Mirum Pharmaceuticals Inc | 股票-其他 | 4.47% | — | +47.97% | |
| 9 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 4.40% | — | -2.59% | |
| 10 | MCK | Mckesson CORP | 股票-医疗保健 | 4.36% | — | — | |
| 11 | KURA | Kura Oncology Inc | 股票-其他 | 3.39% | -0.66% | +11.94% | |
| 12 | SDGR | Schrodinger Inc | 股票-其他 | 3.20% | -0.95% | EXIT | |
| 13 | ZYME | Zymeworks Inc | 股票-其他 | 2.83% | +0.83% | -22.24% | |
| 14 | ACCDUSD | Accolade Inc | 股票-其他 | 2.65% | — | +88.09% | |
| 15 | DXCM | Dexcom Inc | 股票-医疗保健 | 2.64% | — | +224.43% | |
| 16 | SNDX | Syndax Pharmaceuticals Inc | 股票-其他 | 2.62% | +1.57% | +0.46% | |
| 17 | IMVT | Immunovant Inc | 股票-其他 | 2.60% | -0.72% | EXIT | |
| 18 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 2.50% | — | -16.22% | |
| 19 | JANX | Janux Therapeutics Inc | 股票-其他 | 2.29% | +1.98% | — | |
| 20 | PRTA | Prothena Corporation plc | 股票-其他 | 1.99% | — | +68.50% | |
| 21 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 1.76% | — | +129.63% | |
| 22 | ✓ | Ishares Tr | 股票-其他 | 1.58% | — | — | |
| 23 | ERAS | Erasca Inc | 股票-其他 | 1.33% | — | -27.85% | |
| 24 | HAE | Haemonetics Corp/mass | 股票-其他 | 1.29% | — | — | |
| 25 | LIVN | LivaNova PLC | 股票-其他 | 1.16% | — | — | |
| 26 | COGT | Cogent Biosciences Inc | 股票-其他 | 1.09% | — | -17.83% | |
| 27 | ✓ | Cassava Sciences Inc | 股票-其他 | 1.08% | — | — | |
| 28 | 2655787D | Blueprint Medicines CORP | 股票-其他 | 1.07% | — | — | |
| 29 | TECX | Tectonic Therapeutic Inc | 股票-其他 | 1.03% | -0.16% | +103.99% | |
| 30 | CTMX | Cytomx Therapeutics Inc | 股票-其他 | 0.88% | — | — | |
| 31 | SGHT | Sight Sciences Inc | 股票-其他 | 0.82% | — | — | |
| 32 | VKTX | Viking Therapeutics Inc | 股票-医疗保健 | 0.75% | -0.24% | EXIT | |
| 33 | RCKT | Rocket Pharmaceuticals Inc | 股票-其他 | 0.72% | +0.01% | — | |
| 34 | CRBP | Corbus Pharmaceuticals Holdi | 股票-其他 | 0.66% | -0.02% | — | |
| 35 | ✓ | Mural Oncology Pub LTD Co | 股票-其他 | 0.44% | — | +20.01% | |
| 36 | MRVI | Maravai Lifesciences Hldgs-a | 股票-其他 | 0.43% | — | — | |
| 37 | ✓ | Vincerx Pharma Inc | 股票-其他 | 0.39% | — | -11.33% | |
| 38 | RNTX | Rein Therapeutics Inc | 股票-其他 | 0.32% | +0.11% | +40.44% | |
| 39 | ✓ | Corvel CORP | 股票-其他 | 0.23% | — | — | |
| 40 | SEM | Select Medical Holdings CORP | 股票-其他 | 0.22% | — | — | |
| 41 | OVID | Ovid Therapeutics Inc | 股票-其他 | 0.21% | — | -32.17% | |
| 42 | IMNM | Immunome Inc | 股票-其他 | 0.14% | — | -39.79% | |
| 43 | IMRX | Immuneering CORP - Class A | 股票-其他 | 0.12% | -0.08% | -65.45% | |
| 44 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 0.09% | — | — | |
| 45 | ✓ | Shattuck Labs Inc | 股票-其他 | 0.07% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +4.4% | NEW | 新建仓 |
| 2 | ABCL | Abcellera Biologics Inc | +3.7% | +285.93% | 加仓 |
| 3 | JANX | Janux Therapeutics Inc | +2.3% | NEW | 新建仓 |
| 4 | ✓ | Ishares Tr | +1.6% | NEW | 新建仓 |
| 5 | HAE | Haemonetics Corp/mass | +1.3% | NEW | 新建仓 |
| 6 | MIRM | Mirum Pharmaceuticals Inc | +1.3% | +47.97% | 加仓 |
| 7 | LIVN | LivaNova PLC | +1.2% | NEW | 新建仓 |
| 8 | ✓ | Cassava Sciences Inc | +1.1% | NEW | 新建仓 |
| 9 | SDGR | Schrodinger Inc | +1.1% | +89.57% | 加仓 |
| 10 | 2655787D | Blueprint Medicines CORP | +1.1% | NEW | 新建仓 |
| 11 | ACCDUSD | Accolade Inc | +1.1% | +88.09% | 加仓 |
| 12 | DXCM | Dexcom Inc | +1% | +224.43% | 加仓 |
| 13 | CTMX | Cytomx Therapeutics Inc | +0.9% | NEW | 新建仓 |
| 14 | SGHT | Sight Sciences Inc | +0.8% | NEW | 新建仓 |
| 15 | BBIO | Bridgebio Pharma Inc | +0.8% | +35.85% | 加仓 |
| 16 | RCKT | Rocket Pharmaceuticals Inc | +0.7% | NEW | 新建仓 |
| 17 | TECX | Tectonic Therapeutic Inc | +0.7% | +103.99% | 加仓 |
| 18 | CRBP | Corbus Pharmaceuticals Holdi | +0.7% | NEW | 新建仓 |
| 19 | NBIX | Neurocrine Biosciences Inc | +0.7% | +129.63% | 加仓 |
| 20 | MRVI | Maravai Lifesciences Hldgs-a | +0.4% | NEW | 新建仓 |
| 21 | ✓ | Corvel CORP | +0.2% | NEW | 新建仓 |
| 22 | PRTA | Prothena Corporation plc | +0.2% | +68.50% | 加仓 |
| 23 | SEM | Select Medical Holdings CORP | +0.2% | NEW | 新建仓 |
| 24 | RNTX | Rein Therapeutics Inc | +0.1% | +40.44% | 加仓 |
| 25 | ACHC | Acadia Healthcare Co Inc | +0.1% | NEW | 新建仓 |
| 26 | ✓ | Shattuck Labs Inc | +0.1% | NEW | 新建仓 |
| 27 | IMVT | Immunovant Inc | 0% | +13.85% | 加仓 |
| 28 | ✓ | Mural Oncology Pub LTD Co | 0% | +20.01% | 加仓 |
| 29 | ✓ | 0% | EXIT | 清仓 | |
| 30 | OVID | Ovid Therapeutics Inc | 0% | -32.17% | 减仓 |
| 31 | IMRX | Immuneering CORP - Class A | -0.1% | -65.45% | 减仓 |
| 32 | IMNM | Immunome Inc | -0.1% | -39.79% | 减仓 |
| 33 | ZYME | Zymeworks Inc | -0.2% | -22.24% | 减仓 |
| 34 | BMEA | Biomea Fusion Inc | -0.2% | EXIT | 清仓 |
| 35 | COGT | Cogent Biosciences Inc | -0.2% | -17.83% | 减仓 |
| 36 | ✓ | Vincerx Pharma Inc | -0.2% | -11.33% | 减仓 |
| 37 | TXG | 10x Genomics Inc-class A | -0.3% | EXIT | 清仓 |
| 38 | LENZ | Lenz Therapeutics Inc | -0.3% | EXIT | 清仓 |
| 39 | ADUS | Addus Homecare CORP | -0.4% | EXIT | 清仓 |
| 40 | MGTX | MeiraGTx Holdings plc | -0.5% | +12.59% | 加仓 |
| 41 | KURA | Kura Oncology Inc | -0.5% | +11.94% | 加仓 |
| 42 | PRVA | Privia Health Group Inc | -0.5% | EXIT | 清仓 |
| 43 | STTK | Shattuck Labs Inc | -0.5% | +21.60% | 加仓 |
| 44 | UHS | Universal Health Services-b | -0.5% | EXIT | 清仓 |
| 45 | FNAUSD | Paragon 28 Inc | -0.5% | EXIT | 清仓 |
| 46 | INSP | Inspire Medical Systems Inc | -0.6% | EXIT | 清仓 |
| 47 | ERAS | Erasca Inc | -0.6% | -27.85% | 减仓 |
| 48 | CVS | Cvs Health CORP | -0.7% | EXIT | 清仓 |
| 49 | MDT | Medtronic plc | -0.7% | EXIT | 清仓 |
| 50 | BCRX | Biocryst Pharmaceuticals Inc | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Prosight Management, LP 在 Q3 2024 季度的美股持仓总市值约为 US$5.8亿，共申报了 45 个公开持股仓位。
在 Q3 2024 季度，Prosight Management, LP 按市值排列的前三大核心持股分别为：ADC THERAPEUTICS SA (7.5%)、LKFT (7.3%)、BBIO (6.8%)。其中最大持股仓位 ADC THERAPEUTICS SA 占据整体投资组合约 7.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
MCK
市值: US$1771.1万
本季最大获利了结 / 清仓标的
KELYA
前期市值: US$1054.1万
在 Q3 2024 季度中，Prosight Management, LP 共进行了 62 项持仓异动，包含新建仓 16 个仓位、加仓 17 个仓位、减仓 12 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 MCK。 本季清仓仓位包含 KELYA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。