13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001617201
申報總市值
US$5.8億
US$5.8億
45 檔
22.7%
截至 Q3 2024 季度末，Prosight Management, LP 的美股持倉估值約為 US$5.8億，全數申報部位共有 45 檔。
Q3 2024 的申報記錄反映 Prosight Management, LP 的板塊替換策略：機構本季推動了 33 筆增持與 29 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 ADC THERAPEUTICS SA, LKFT, BBIO）占據了總市值的 22.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-醫療保健 | 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-醫療保健 | 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-醫療保健 | 4.40% | — | -2.59% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 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-醫療保健 | 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-醫療保健 | 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-醫療保健 | 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-醫療保健 | 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% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +4.4% | NEW | 新建倉 |
| 2 | ABCL | Abcellera Biologics Inc | +3.7% | +285.93% | 加碼 |
| 3 | JANX | Janux Therapeutics Inc | +2.3% | NEW | 新建倉 |
| 4 | ✓ | Ishares Tr | +1.6% | NEW | 新建倉 |
| 5 | HAE | Haemonetics Corp/mass | +1.3% | NEW | 新建倉 |
| 6 | MIRM | Mirum Pharmaceuticals Inc | +1.3% | +47.97% | 加碼 |
| 7 | LIVN | LivaNova PLC | +1.2% | NEW | 新建倉 |
| 8 | ✓ | Cassava Sciences Inc | +1.1% | NEW | 新建倉 |
| 9 | SDGR | Schrodinger Inc | +1.1% | +89.57% | 加碼 |
| 10 | 2655787D | Blueprint Medicines CORP | +1.1% | NEW | 新建倉 |
| 11 | ACCDUSD | Accolade Inc | +1.1% | +88.09% | 加碼 |
| 12 | DXCM | Dexcom Inc | +1% | +224.43% | 加碼 |
| 13 | CTMX | Cytomx Therapeutics Inc | +0.9% | NEW | 新建倉 |
| 14 | SGHT | Sight Sciences Inc | +0.8% | NEW | 新建倉 |
| 15 | BBIO | Bridgebio Pharma Inc | +0.8% | +35.85% | 加碼 |
| 16 | RCKT | Rocket Pharmaceuticals Inc | +0.7% | NEW | 新建倉 |
| 17 | TECX | Tectonic Therapeutic Inc | +0.7% | +103.99% | 加碼 |
| 18 | CRBP | Corbus Pharmaceuticals Holdi | +0.7% | NEW | 新建倉 |
| 19 | NBIX | Neurocrine Biosciences Inc | +0.7% | +129.63% | 加碼 |
| 20 | MRVI | Maravai Lifesciences Hldgs-a | +0.4% | NEW | 新建倉 |
| 21 | ✓ | Corvel CORP | +0.2% | NEW | 新建倉 |
| 22 | PRTA | Prothena Corporation plc | +0.2% | +68.50% | 加碼 |
| 23 | SEM | Select Medical Holdings CORP | +0.2% | NEW | 新建倉 |
| 24 | RNTX | Rein Therapeutics Inc | +0.1% | +40.44% | 加碼 |
| 25 | ACHC | Acadia Healthcare Co Inc | +0.1% | NEW | 新建倉 |
| 26 | ✓ | Shattuck Labs Inc | +0.1% | NEW | 新建倉 |
| 27 | IMVT | Immunovant Inc | 0% | +13.85% | 加碼 |
| 28 | ✓ | Mural Oncology Pub LTD Co | 0% | +20.01% | 加碼 |
| 29 | ✓ | 0% | EXIT | 清倉 | |
| 30 | OVID | Ovid Therapeutics Inc | 0% | -32.17% | 減碼 |
| 31 | IMRX | Immuneering CORP - Class A | -0.1% | -65.45% | 減碼 |
| 32 | IMNM | Immunome Inc | -0.1% | -39.79% | 減碼 |
| 33 | ZYME | Zymeworks Inc | -0.2% | -22.24% | 減碼 |
| 34 | BMEA | Biomea Fusion Inc | -0.2% | EXIT | 清倉 |
| 35 | COGT | Cogent Biosciences Inc | -0.2% | -17.83% | 減碼 |
| 36 | ✓ | Vincerx Pharma Inc | -0.2% | -11.33% | 減碼 |
| 37 | TXG | 10x Genomics Inc-class A | -0.3% | EXIT | 清倉 |
| 38 | LENZ | Lenz Therapeutics Inc | -0.3% | EXIT | 清倉 |
| 39 | ADUS | Addus Homecare CORP | -0.4% | EXIT | 清倉 |
| 40 | MGTX | MeiraGTx Holdings plc | -0.5% | +12.59% | 加碼 |
| 41 | KURA | Kura Oncology Inc | -0.5% | +11.94% | 加碼 |
| 42 | PRVA | Privia Health Group Inc | -0.5% | EXIT | 清倉 |
| 43 | STTK | Shattuck Labs Inc | -0.5% | +21.60% | 加碼 |
| 44 | UHS | Universal Health Services-b | -0.5% | EXIT | 清倉 |
| 45 | FNAUSD | Paragon 28 Inc | -0.5% | EXIT | 清倉 |
| 46 | INSP | Inspire Medical Systems Inc | -0.6% | EXIT | 清倉 |
| 47 | ERAS | Erasca Inc | -0.6% | -27.85% | 減碼 |
| 48 | CVS | Cvs Health CORP | -0.7% | EXIT | 清倉 |
| 49 | MDT | Medtronic plc | -0.7% | EXIT | 清倉 |
| 50 | BCRX | Biocryst Pharmaceuticals Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Prosight Management, LP 在 Q3 2024 季度的美股持倉總市值約為 US$5.8億，共申報了 45 個公開持股部位。
在 Q3 2024 季度，Prosight Management, LP 按市值排列的前三大核心持股分別為：ADC THERAPEUTICS SA (7.5%)、LKFT (7.3%)、BBIO (6.8%)。其中最大持股部位 ADC THERAPEUTICS SA 佔據整體投資組合約 7.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MCK
市值: US$1771.1萬
本季最大獲利了結 / 清倉標的
KELYA
前期市值: US$1054.1萬
在 Q3 2024 季度中，Prosight Management, LP 共進行了 62 項持倉異動，包含新建倉 16 個部位、加碼 17 個部位、減碼 12 個部位以及清倉 17 個部位。 其中最大新建倉標的為 MCK。 本季清倉部位包含 KELYA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。