Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 35
- −6 vs. Q3 2024
- Portfolio value
- $357.0M
- −$37.4M (−9.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,025,000 | $28.2M | 7.9% | −3,843−0.4% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 692,000 | $27.4M | 7.7% | +686,334+12,113.2% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 995,000 | $27.3M | 7.6% | −91,810−8.4% | Reduced | History |
| MGTXMeiraGTx Holdings plc | COM | 4,390,837 | $26.7M | 7.5% | −509,733−10.4% | Reduced | History |
| ABCLAbCellera Biologics Inc. | COM | 7,350,000 | $21.5M | 6.0% | −1,729,539−19.0% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 9,515,000 | $18.9M | 5.3% | −121,237−1.3% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 451,127 | $18.7M | 5.2% | −14,698−3.2% | Reduced | History |
| ICLRIcon PLC | COM | 85,000 | $17.8M | 5.0% | +85,000 | New | History |
| ROIVRoivant Sciences Ltd. | SHS | 1,500,000 | $17.7M | 5.0% | −221,512−12.9% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 329,768 | $17.7M | 4.9% | +124,768+60.9% | Added | History |
| SDGRSchrodinger, Inc. | COM | 720,500 | $13.9M | 3.9% | +20,500+2.9% | Added | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,088,706 | $13.7M | 3.8% | +929,337+583.1% | Added | History |
| ZYMEZymeworks Inc. | COM | 820,000 | $12.0M | 3.4% | −97,599−10.6% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 1,325,000 | $11.5M | 3.2% | +619,891+87.9% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 920,000 | $8.67M | 2.4% | +920,000 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 80,000 | $8.45M | 2.4% | −85,602−51.7% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 620,000 | $8.20M | 2.3% | +65,897+11.9% | Added | History |
| STTKShattuck Labs, Inc. | COM | 6,638,935 | $8.03M | 2.3% | +960,209+16.9% | Added | History |
| IMVTImmunovant, Inc. | COM | 305,523 | $7.57M | 2.1% | −64,477−17.4% | Reduced | History |
| BPMCBlueprint Medicines Corp | COM | 67,000 | $5.84M | 1.6% | +19,900+42.3% | Added | History |
| PRTAProthena Corp Public Ltd Co | SHS | 418,122 | $5.79M | 1.6% | −65,345−13.5% | Reduced | History |
| CTMXCytomX Therapeutics, Inc. | COM | 3,905,000 | $4.02M | 1.1% | +882,891+29.2% | Added | History |
| HAEHaemonetics Corp | COM | 46,700 | $3.65M | 1.0% | −18,300−28.2% | Reduced | History |
| CNCCentene Corp | Stock | 55,000 | $3.33M | 0.9% | +55,000 | New | History |
| SGHTSight Sciences, Inc. | COM | 908,847 | $3.31M | 0.9% | +377,625+71.1% | Added | History |
| LIVNLivaNova PLC | SHS | 70,000 | $3.24M | 0.9% | −20,000−22.2% | Reduced | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 270,000 | $3.19M | 0.9% | +140,000+107.7% | Added | History |
| ERASErasca, Inc. | COM | 947,110 | $2.38M | 0.7% | −1,036,900−52.3% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 80,000 | $1.86M | 0.5% | +80,000 | New | History |
| CDNACareDx, Inc. | COM | 80,000 | $1.71M | 0.5% | +80,000 | New | History |
| MURAMural Oncology plc | ORD SHS | 466,822 | $1.50M | 0.4% | −103,798−18.2% | Reduced | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 55,100 | $1.03M | 0.3% | +55,100 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 404,979 | $931.5K | 0.3% | +32,822+8.8% | Added | History |
| IMNMImmunome Inc. | COM | 54,342 | $577.1K | 0.2% | +15,207+38.9% | Added | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 63,754 | $548.3K | 0.2% | +63,754 | New | History |
Options (1)
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 | – | $4.86M |
Sold out since Q3 2024 (13)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| MCKMcKesson Corp | Stock | 35,822 | $17.7M | 4.5% | History |
| ACCDAccolade, Inc. | COM | 2,801,598 | $10.8M | 2.7% | History |
| DXCMDexcom Inc | COM | 160,000 | $10.7M | 2.7% | History |
| CYTKCytokinetics Inc | COM NEW | 192,700 | $10.2M | 2.6% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 62,000 | $7.14M | 1.8% | History |
| COGTCogent Biosciences, Inc. | COM | 410,830 | $4.44M | 1.1% | History |
| TECXTectonic Therapeutic, Inc. | COM | 137,614 | $4.17M | 1.1% | History |
| VKTXViking Therapeutics, Inc. | COM | 48,000 | $3.04M | 0.8% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 208,200 | $1.73M | 0.4% | History |
| VINCVincerx Pharma, Inc. | COM NEW | 2,206,505 | $1.58M | 0.4% | History |
| SEMSelect Medical Holdings Corp | COM | 26,065 | $908.9K | 0.2% | History |
| OVIDOvid Therapeutics Inc. | COM | 729,208 | $860.5K | 0.2% | History |
| IMRXImmuneering Corp | CLASS A COM | 190,000 | $473.1K | 0.1% | History |