Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 44
- +10 vs. Q4 2023
- Portfolio value
- $359.5M
- +$110.4M (+44.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STTKShattuck Labs, Inc. | COM | 3,725,000 | $33.3M | 9.3% | +942,203+33.9% | Added | History |
| ADCTADC Therapeutics SA | SHS | 7,050,300 | $31.7M | 8.8% | +578,500+8.9% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 931,512 | $30.0M | 8.3% | +104,218+12.6% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 4,017,301 | $24.4M | 6.8% | −33,413−0.8% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 960,000 | $20.5M | 5.7% | +10,000+1.1% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 1,860,000 | $19.6M | 5.5% | +1,860,000 | New | History |
| BBIOBridgeBio Pharma, Inc. | COM | 589,530 | $18.2M | 5.1% | +589,530 | New | History |
| CYTKCytokinetics Inc | COM NEW | 245,000 | $17.2M | 4.8% | +245,000 | New | History |
| MDTMedtronic plc | Stock | 180,000 | $15.7M | 4.4% | −40,000−18.2% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 418,261 | $12.2M | 3.4% | +323,261+340.3% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 465,000 | $11.7M | 3.2% | +171,699+58.5% | Added | History |
| GHGuardant Health, Inc. | COM | 470,000 | $9.70M | 2.7% | +470,000 | New | History |
| KELYAKelly Services Inc | CL A | 348,686 | $8.73M | 2.4% | +348,686 | New | History |
| ABCLAbCellera Biologics Inc. | COM | 1,790,000 | $8.11M | 2.3% | +90,000+5.3% | Added | History |
| ERASErasca, Inc. | COM | 3,659,755 | $7.54M | 2.1% | +3,060,297+510.5% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,400,000 | $7.11M | 2.0% | −832,242−37.3% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 195,000 | $6.30M | 1.8% | +195,000 | New | History |
| PFEPfizer Inc | Stock | 215,000 | $5.97M | 1.7% | +215,000 | New | History |
| ALKSAlkermes plc. | SHS | 215,000 | $5.82M | 1.6% | +200,000+1,333.3% | Added | History |
| UHSUniversal Health Services Inc | CL B | 30,000 | $5.47M | 1.5% | +1,910+6.8% | Added | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 599,460 | $5.20M | 1.4% | +599,460 | New | History |
| ZYMEZymeworks Inc. | COM | 410,948 | $4.32M | 1.2% | +410,948 | New | History |
| PRTAProthena Corp Public Ltd Co | SHS | 170,469 | $4.22M | 1.2% | −59,070−25.7% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 30,500 | $4.21M | 1.2% | −5,400−15.0% | Reduced | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 100,617 | $3.95M | 1.1% | +100,617 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 450,000 | $3.73M | 1.0% | +450,000 | New | History |
| COGTCogent Biosciences, Inc. | COM | 555,500 | $3.73M | 1.0% | +555,500 | New | History |
| OPCHOption Care Health, Inc. | COM NEW | 100,000 | $3.35M | 0.9% | −48,800−32.8% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 39,046 | $3.20M | 0.9% | +39,046 | New | History |
| DXCMDexcom Inc | COM | 23,000 | $3.19M | 0.9% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 24,000 | $3.04M | 0.8% | +11,000+84.6% | Added | History |
| OVIDOvid Therapeutics Inc. | COM | 983,200 | $3.00M | 0.8% | +983,200 | New | History |
| PCRXPacira BioSciences, Inc. | COM | 94,362 | $2.76M | 0.8% | −164,062−63.5% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,908 | $2.50M | 0.7% | +18,908 | New | History |
| MURAMural Oncology plc | ORD SHS | 400,000 | $1.96M | 0.5% | −18,505−4.4% | Reduced | History |
| LENZLENZ Therapeutics, Inc. | COM | 65,000 | $1.45M | 0.4% | −128,134−66.3% | ReducedConverted for a 1-for-7 split | History |
| TXG10x Genomics, Inc. | CL A COM | 30,000 | $1.13M | 0.3% | +30,000 | New | History |
| BMEABiomea Fusion, Inc. | COM | 75,000 | $1.12M | 0.3% | +32,009+74.5% | Added | History |
| NUVBNuvation Bio Inc. | COM CL A | 250,000 | $910.0K | 0.3% | −1,800,000−87.8% | Reduced | History |
| PRVAPrivia Health Group, Inc. | COM | 45,000 | $881.5K | 0.2% | −87,158−65.9% | Reduced | History |
| KZRKezar Life Sciences, Inc. | COM | 963,598 | $868.8K | 0.2% | −2,401,735−71.4% | Reduced | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 25,000 | $731.0K | 0.2% | +25,000 | New | History |
| TECXTectonic Therapeutic, Inc. | COM | 566,519 | $725.1K | 0.2% | +566,519 | New | History |
| ABSIAbsci Corp | COM | 25,000 | $142.0K | <0.1% | +25,000 | New | History |
Sold out since Q4 2023 (9)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| ORICOric Pharmaceuticals, Inc. | COM | 1,578,263 | $14.5M | 5.8% | History |
| QDELQuidelOrtho Corp | COM | 118,920 | $8.76M | 3.5% | History |
| Galapagos NV36315X901 | CALL | 120,000 | $4.88M | 2.0% | – |
| Prothena Corp PLCG72800908 | CALL | 53,500 | $1.94M | 0.8% | – |
| MDRXVeradigm Inc. | COM | 180,000 | $1.89M | 0.8% | History |
| Oric Pharmaceuticals Inc68622P909 | CALL | 200,000 | $1.84M | 0.7% | – |
| SYRESpyre Therapeutics, Inc. | COM NEW | 55,000 | $1.18M | 0.5% | History |
| SWAVShockwave Medical, Inc. | COM | 5,000 | $952.8K | 0.4% | History |
| DSGNDesign Therapeutics, Inc. | COM | 280,000 | $742.0K | 0.3% | History |