Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 41
- +6 vs. Q2 2023
- Portfolio value
- $315.5M
- −$26.0M (−7.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCRXPacira BioSciences, Inc. | COM | 1,210,377 | $37.1M | 11.8% | +332,791+37.9% | Added | History |
| HUMHumana Inc | Stock | 65,000 | $31.6M | 10.0% | +9,900+18.0% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 730,207 | $25.2M | 8.0% | +312,707+74.9% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 4,078,804 | $20.0M | 6.3% | 00.0% | Unchanged | History |
| KURAKura Oncology, Inc. | COM | 1,932,456 | $17.6M | 5.6% | +589,097+43.9% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,408,135 | $17.0M | 5.4% | −91,865−3.7% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,579,802 | $15.6M | 4.9% | −181,666−6.6% | Reduced | History |
| MDTMedtronic plc | Stock | 150,000 | $11.8M | 3.7% | +90,000+150.0% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 2,446,000 | $11.3M | 3.6% | −104,000−4.1% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 353,508 | $11.2M | 3.5% | −321,492−47.6% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 80,000 | $9.00M | 2.9% | −90,000−52.9% | Reduced | History |
| NARIInari Medical, Inc. | Stock | 130,000 | $8.50M | 2.7% | +11,316+9.5% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 40,000 | $7.94M | 2.5% | +40,000 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 220,000 | $7.12M | 2.3% | −15,780−6.7% | Reduced | History |
| QDELQuidelOrtho Corp | COM | 85,000 | $6.21M | 2.0% | −25,468−23.1% | Reduced | History |
| PRTAProthena Corp Public Ltd Co | SHS | 126,202 | $6.09M | 1.9% | +6,202+5.2% | Added | History |
| NSTGNS Wind Down Co., Inc. | COM | 3,446,274 | $5.93M | 1.9% | +1,446,274+72.3% | Added | History |
| DXCMDexcom Inc | COM | 62,421 | $5.82M | 1.8% | +62,421 | New | History |
| KZRKezar Life Sciences, Inc. | COM | 4,770,799 | $5.68M | 1.8% | +118,879+2.6% | Added | History |
| CNCCentene Corp | Stock | 80,000 | $5.51M | 1.7% | −115,670−59.1% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 40,890 | $5.14M | 1.6% | +40,890 | New | History |
| ADCTADC Therapeutics SA | SHS | 5,402,041 | $4.85M | 1.5% | −181,859−3.3% | Reduced | History |
| TDOCTeladoc Health, Inc. | COM | 250,000 | $4.65M | 1.5% | +173,100+225.1% | Added | History |
| MASIMasimo Corp | COM | 40,000 | $3.51M | 1.1% | +40,000 | New | History |
| LENZLENZ Therapeutics, Inc. | COM | 1,337,826 | $3.32M | 1.1% | −362,174−21.3% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 35,000 | $3.30M | 1.0% | −1,030−2.9% | Reduced | History |
| PENPenumbra Inc | COM | 13,500 | $3.27M | 1.0% | +13,500 | New | History |
| STTKShattuck Labs, Inc. | COM | 2,123,000 | $3.23M | 1.0% | +13,380+0.6% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 1,203,745 | $2.84M | 0.9% | +1,203,745 | New | History |
| BBSIBarrett Business Services Inc | COM | 21,387 | $1.93M | 0.6% | +21,387 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 935,157 | $1.84M | 0.6% | −148,840−13.7% | Reduced | History |
| ALKSAlkermes plc. | SHS | 65,000 | $1.82M | 0.6% | −82,554−55.9% | Reduced | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 321,154 | $1.79M | 0.6% | −413,743−56.3% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 1,050,000 | $1.41M | 0.4% | −50,000−4.5% | Reduced | History |
| AGLagilon health, inc. | COM | 79,076 | $1.40M | 0.4% | −20,924−20.9% | Reduced | History |
| BMEABiomea Fusion, Inc. | COM | 94,817 | $1.30M | 0.4% | +94,817 | New | History |
| CHEChemed Corp | COM | 2,500 | $1.30M | 0.4% | +2,500 | New | History |
| EOLSEvolus, Inc. | COM | 126,982 | $1.16M | 0.4% | +126,982 | New | History |
| ZYMEZymeworks Inc. | COM | 106,405 | $674.6K | 0.2% | +106,405 | New | History |
| ERASErasca, Inc. | COM | 264,710 | $521.5K | 0.2% | −1,292,660−83.0% | Reduced | History |
| ELUTElutia Inc. | CL A COM | 25,594 | $36.6K | <0.1% | −298,831−92.1% | Reduced | History |
Sold out since Q2 2023 (5)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 15,000 | $7.21M | 2.1% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 314,300 | $3.91M | 1.1% | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 149,511 | $1.25M | 0.4% | History |
| MODVModivCare Inc | COM | 16,023 | $724.4K | 0.2% | History |
| STLNStarling Oncology, Inc. | COM | 455,302 | $250.5K | 0.1% | History |