Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 39
- +2 vs. Q4 2022
- Portfolio value
- $208.8M
- +$29.9M (+16.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRTAProthena Corp Public Ltd Co | SHS | 447,092 | $21.7M | 10.4% | +117,092+35.5% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 375,500 | $14.5M | 6.9% | −89,500−19.2% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 567,826 | $13.6M | 6.5% | +259,050+83.9% | Added | History |
| HUMHumana Inc | Stock | 24,000 | $11.7M | 5.6% | +6,747+39.1% | Added | History |
| CNCCentene Corp | Stock | 161,404 | $10.2M | 4.9% | +161,404 | New | History |
| KZRKezar Life Sciences, Inc. | COM | 3,200,000 | $10.0M | 4.8% | +1,445,571+82.4% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,074,593 | $8.96M | 4.3% | +957,861+820.6% | Added | History |
| ALKSAlkermes plc. | SHS | 316,165 | $8.91M | 4.3% | −25,356−7.4% | Reduced | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 81,035 | $8.84M | 4.2% | −8,965−10.0% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 1,545,000 | $8.81M | 4.2% | +365,000+30.9% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 80,000 | $8.10M | 3.9% | +80,000 | New | History |
| MGTXMeiraGTx Holdings plc | COM | 1,488,917 | $7.70M | 3.7% | −144,629−8.9% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 3,257,360 | $6.35M | 3.0% | +2,794,050+603.1% | Added | History |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 255,000 | $6.11M | 2.9% | +255,000 | New | History |
| STTKShattuck Labs, Inc. | COM | 2,021,668 | $5.94M | 2.8% | −91,825−4.3% | Reduced | History |
| ABCLAbCellera Biologics Inc. | COM | 753,528 | $5.68M | 2.7% | +430,774+133.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 10,935 | $5.17M | 2.5% | +5,935+118.7% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 154,900 | $4.92M | 2.4% | +20.0% | Added | History |
| QDELQuidelOrtho Corp | COM | 48,355 | $4.31M | 2.1% | −1,645−3.3% | Reduced | History |
| CUECue Biopharma, Inc. | COM | 1,151,855 | $4.11M | 2.0% | −688,655−37.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 25,210 | $3.91M | 1.9% | +25,210 | New | History |
| NARIInari Medical, Inc. | Stock | 62,081 | $3.83M | 1.8% | +62,081 | New | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 383,447 | $3.81M | 1.8% | −475,262−55.3% | Reduced | History |
| PCRXPacira BioSciences, Inc. | COM | 91,123 | $3.72M | 1.8% | +91,123 | New | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 900,600 | $3.61M | 1.7% | +900,600 | New | History |
| ERASErasca, Inc. | COM | 1,179,090 | $3.55M | 1.7% | +1,179,090 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 678,300 | $2.22M | 1.1% | +678,300 | New | History |
| LENZLENZ Therapeutics, Inc. | COM | 876,666 | $2.15M | 1.0% | −39,892−4.4% | Reduced | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 240,000 | $1.89M | 0.9% | −381,667−61.4% | Reduced | History |
| MODVModivCare Inc | COM | 15,452 | $1.30M | 0.6% | +15,452 | New | History |
| TDOCTeladoc Health, Inc. | COM | 45,900 | $1.19M | 0.6% | +45,900 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 26,359 | $449.4K | 0.2% | +26,359 | New | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 42,537 | $433.9K | 0.2% | +42,537 | New | History |
| MORFMorphic Holding, Inc. | COM | 8,464 | $318.6K | 0.2% | −34,485−80.3% | Reduced | History |
| ELUTElutia Inc. | CL A COM | 196,443 | $296.6K | 0.1% | +11,429+6.2% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 13,000 | $215.5K | 0.1% | −76,027−85.4% | Reduced | History |
| STLNStarling Oncology, Inc. | COM | 281,902 | $191.1K | 0.1% | +6,341+2.3% | Added | History |
| LFSTLifeStance Health Group, Inc. | COM | 9,000 | $66.9K | <0.1% | −280,335−96.9% | Reduced | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 273 | $20.8K | <0.1% | +273 | New | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Galapagos NV36315X901 | CALL | – | $1.55M |
| Kezar Life Sciences Inc49372L900 | CALL | – | $626.0K |
Sold out since Q4 2022 (12)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| ALBOAlbireo Pharma, Inc. | COM | 486,726 | $10.5M | 5.9% | History |
| TNETTrinet Group, Inc. | COM | 78,000 | $5.29M | 3.0% | History |
| HCATHealth Catalyst, Inc. | COM | 347,724 | $3.70M | 2.1% | History |
| NTLAIntellia Therapeutics, Inc. | COM | 72,116 | $2.52M | 1.4% | History |
| CSIICardiovascular Systems Inc | COM | 145,916 | $1.99M | 1.1% | History |
| OSHOak Street Health, Inc. | COM | 84,000 | $1.81M | 1.0% | History |
| BMEABiomea Fusion, Inc. | COM | 81,907 | $690.5K | 0.4% | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 32,193 | $630.0K | 0.4% | History |
| GOSSGossamer Bio, Inc. | COM | 265,000 | $575.0K | 0.3% | History |
| EOLSEvolus, Inc. | COM | 66,438 | $498.9K | 0.3% | History |
| TNYATenaya Therapeutics, Inc. | COM | 107,063 | $215.2K | 0.1% | History |
| PSNLPersonalis, Inc. | COM | 58,668 | $116.2K | 0.1% | History |