Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 34
- −7 vs. Q3 2023
- Portfolio value
- $249.1M
- −$66.5M (−21.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 827,294 | $33.6M | 13.5% | +97,087+13.3% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 4,050,714 | $28.4M | 11.4% | −28,090−0.7% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 2,782,797 | $19.8M | 8.0% | +659,797+31.1% | Added | History |
| MDTMedtronic plc | Stock | 220,000 | $18.1M | 7.3% | +70,000+46.7% | Added | History |
| ORICOric Pharmaceuticals, Inc. | COM | 1,578,263 | $14.5M | 5.8% | −1,001,539−38.8% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 950,000 | $13.7M | 5.5% | −982,456−50.8% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,232,242 | $13.4M | 5.4% | −175,893−7.3% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 6,471,800 | $10.7M | 4.3% | +1,069,759+19.8% | Added | History |
| ABCLAbCellera Biologics Inc. | COM | 1,700,000 | $9.71M | 3.9% | −746,000−30.5% | Reduced | History |
| QDELQuidelOrtho Corp | COM | 118,920 | $8.76M | 3.5% | +33,920+39.9% | Added | History |
| PCRXPacira BioSciences, Inc. | COM | 258,424 | $8.72M | 3.5% | −951,953−78.6% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 293,301 | $8.66M | 3.5% | −60,207−17.0% | Reduced | History |
| PRTAProthena Corp Public Ltd Co | SHS | 229,539 | $8.34M | 3.3% | +103,337+81.9% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 148,800 | $5.01M | 2.0% | −71,200−32.4% | Reduced | History |
| Galapagos NV36315X901 | CALL | 120,000 | $4.88M | 2.0% | +120,000 | New | – |
| NBIXNeurocrine Biosciences Inc | Stock | 35,900 | $4.73M | 1.9% | −44,100−55.1% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 28,090 | $4.28M | 1.7% | −12,800−31.3% | Reduced | History |
| LENZLENZ Therapeutics, Inc. | COM | 1,351,939 | $3.54M | 1.4% | +14,113+1.1% | Added | History |
| KZRKezar Life Sciences, Inc. | COM | 3,365,333 | $3.19M | 1.3% | −1,405,466−29.5% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 2,050,000 | $3.10M | 1.2% | +1,000,000+95.2% | Added | History |
| KIDSOrthopediatrics Corp | COM | 95,000 | $3.09M | 1.2% | +95,000 | New | History |
| PRVAPrivia Health Group, Inc. | COM | 132,158 | $3.04M | 1.2% | +132,158 | New | History |
| DXCMDexcom Inc | COM | 23,000 | $2.85M | 1.1% | −39,421−63.2% | Reduced | History |
| MURAMural Oncology plc | ORD SHS | 418,505 | $2.48M | 1.0% | +418,505 | New | History |
| Prothena Corp PLCG72800908 | CALL | 53,500 | $1.94M | 0.8% | +53,500 | New | – |
| MDRXVeradigm Inc. | COM | 180,000 | $1.89M | 0.8% | +180,000 | New | History |
| Oric Pharmaceuticals Inc68622P909 | CALL | 200,000 | $1.84M | 0.7% | +200,000 | New | – |
| BBSIBarrett Business Services Inc | COM | 13,000 | $1.51M | 0.6% | −8,387−39.2% | Reduced | History |
| ERASErasca, Inc. | COM | 599,458 | $1.28M | 0.5% | +334,748+126.5% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 55,000 | $1.18M | 0.5% | +55,000 | New | History |
| SWAVShockwave Medical, Inc. | COM | 5,000 | $952.8K | 0.4% | +5,000 | New | History |
| DSGNDesign Therapeutics, Inc. | COM | 280,000 | $742.0K | 0.3% | −923,745−76.7% | Reduced | History |
| BMEABiomea Fusion, Inc. | COM | 42,991 | $624.2K | 0.3% | −51,826−54.7% | Reduced | History |
| ALKSAlkermes plc. | SHS | 15,000 | $416.1K | 0.2% | −50,000−76.9% | Reduced | History |
Sold out since Q3 2023 (16)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 65,000 | $31.6M | 10.0% | History |
| NARIInari Medical, Inc. | Stock | 130,000 | $8.50M | 2.7% | History |
| INSPInspire Medical Systems, Inc. | COM | 40,000 | $7.94M | 2.5% | History |
| NSTGNS Wind Down Co., Inc. | COM | 3,446,274 | $5.93M | 1.9% | History |
| CNCCentene Corp | Stock | 80,000 | $5.51M | 1.7% | History |
| TDOCTeladoc Health, Inc. | COM | 250,000 | $4.65M | 1.5% | History |
| MASIMasimo Corp | COM | 40,000 | $3.51M | 1.1% | History |
| IRTCiRhythm Holdings, Inc. | COM | 35,000 | $3.30M | 1.0% | History |
| PENPenumbra Inc | COM | 13,500 | $3.27M | 1.0% | History |
| CMPXCompass Therapeutics, Inc. | COM | 935,157 | $1.84M | 0.6% | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 321,154 | $1.79M | 0.6% | History |
| AGLagilon health, inc. | COM | 79,076 | $1.40M | 0.4% | History |
| CHEChemed Corp | COM | 2,500 | $1.30M | 0.4% | History |
| EOLSEvolus, Inc. | COM | 126,982 | $1.16M | 0.4% | History |
| ZYMEZymeworks Inc. | COM | 106,405 | $674.6K | 0.2% | History |
| ELUTElutia Inc. | CL A COM | 25,594 | $36.6K | <0.1% | History |