Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 35
- −4 vs. Q1 2023
- Portfolio value
- $341.6M
- +$132.8M (+63.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCRXPacira BioSciences, Inc. | COM | 877,586 | $35.2M | 10.3% | +786,463+863.1% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 4,078,804 | $27.4M | 8.0% | +2,589,887+173.9% | Added | History |
| HUMHumana Inc | Stock | 55,100 | $24.6M | 7.2% | +31,100+129.6% | Added | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,761,468 | $21.4M | 6.3% | +1,216,468+78.7% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,500,000 | $17.6M | 5.2% | +1,425,407+132.6% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 675,000 | $17.5M | 5.1% | +107,174+18.9% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 417,500 | $17.0M | 5.0% | +42,000+11.2% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 2,550,000 | $16.5M | 4.8% | +1,796,472+238.4% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 170,000 | $16.0M | 4.7% | +90,000+112.5% | Added | History |
| KURAKura Oncology, Inc. | COM | 1,343,359 | $14.2M | 4.2% | +1,343,359 | New | History |
| CNCCentene Corp | Stock | 195,670 | $13.2M | 3.9% | +34,266+21.2% | Added | History |
| ADCTADC Therapeutics SA | SHS | 5,583,900 | $12.0M | 3.5% | +2,326,540+71.4% | Added | History |
| KZRKezar Life Sciences, Inc. | COM | 4,651,920 | $11.4M | 3.3% | +1,451,920+45.4% | Added | History |
| QDELQuidelOrtho Corp | COM | 110,468 | $9.15M | 2.7% | +62,113+128.5% | Added | History |
| PRTAProthena Corp Public Ltd Co | SHS | 120,000 | $8.19M | 2.4% | −327,092−73.2% | Reduced | History |
| NSTGNS Wind Down Co., Inc. | COM | 2,000,000 | $8.10M | 2.4% | +2,000,000 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 235,780 | $7.66M | 2.2% | +80,880+52.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 15,000 | $7.21M | 2.1% | +4,065+37.2% | Added | History |
| NARIInari Medical, Inc. | Stock | 118,684 | $6.90M | 2.0% | +56,603+91.2% | Added | History |
| STTKShattuck Labs, Inc. | COM | 2,109,620 | $6.58M | 1.9% | +87,952+4.4% | Added | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 734,897 | $5.39M | 1.6% | −165,703−18.4% | Reduced | History |
| MDTMedtronic plc | Stock | 60,000 | $5.29M | 1.5% | +60,000 | New | History |
| ALKSAlkermes plc. | SHS | 147,554 | $4.62M | 1.4% | −168,611−53.3% | Reduced | History |
| LENZLENZ Therapeutics, Inc. | COM | 1,700,000 | $4.42M | 1.3% | +823,334+93.9% | Added | History |
| ERASErasca, Inc. | COM | 1,557,370 | $4.30M | 1.3% | +378,280+32.1% | Added | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 314,300 | $3.91M | 1.1% | +314,300 | New | History |
| IRTCiRhythm Holdings, Inc. | COM | 36,030 | $3.76M | 1.1% | +36,030 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,083,997 | $3.45M | 1.0% | +405,697+59.8% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 1,100,000 | $1.98M | 0.6% | +1,100,000 | New | History |
| TDOCTeladoc Health, Inc. | COM | 76,900 | $1.95M | 0.6% | +31,000+67.5% | Added | History |
| AGLagilon health, inc. | COM | 100,000 | $1.73M | 0.5% | +100,000 | New | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 149,511 | $1.25M | 0.4% | −233,936−61.0% | Reduced | History |
| ELUTElutia Inc. | CL A COM | 324,425 | $765.6K | 0.2% | +127,982+65.1% | Added | History |
| MODVModivCare Inc | COM | 16,023 | $724.4K | 0.2% | +571+3.7% | Added | History |
| STLNStarling Oncology, Inc. | COM | 455,302 | $250.5K | 0.1% | +173,400+61.5% | Added | History |
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 |
|---|---|---|---|
| Trinet Group Inc896288957 | PUT | $40.1K | – |
| Aldeyra Therapeutics Inc01438T906 | CALL | – | $10.0K |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 81,035 | $8.84M | 4.2% | History |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 255,000 | $6.11M | 2.9% | History |
| CUECue Biopharma, Inc. | COM | 1,151,855 | $4.11M | 2.0% | History |
| JNJJohnson & Johnson | Stock | 25,210 | $3.91M | 1.9% | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 240,000 | $1.89M | 0.9% | History |
| INSMINSMED Inc | COM PAR $.01 | 26,359 | $449.4K | 0.2% | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 42,537 | $433.9K | 0.2% | History |
| MORFMorphic Holding, Inc. | COM | 8,464 | $318.6K | 0.2% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 13,000 | $215.5K | 0.1% | History |
| LFSTLifeStance Health Group, Inc. | COM | 9,000 | $66.9K | <0.1% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 273 | $20.8K | <0.1% | – |