Prosight Management, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Prosight Management, LP reported 44 stock positions worth $359.5 million. Its top holding was Shattuck Labs (STTK) at 9.3% of the portfolio, followed by Adc Therapeutics (ADCT, 8.8%) and Lakefront Biotherapeutic-ADR (LKFT, 8.3%). Compared with Q4 2023, it opened 20 new positions, sold out of 10, added to 12 and reduced 11. The biggest buy was a new position in Roivant Sciences (ROIV) and the biggest sale an exit from Oric Pharmaceuticals (ORIC).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $359.5M (Q1 2024)
- SEC Filing
- 0001420506-24-000996 ↗ filed May 15, 2024
Holdings Value
Holdings 44 stocks · $359.5M
| STTK Shattuck Labs Inc. | 9.26% | 3,725,000 | $33.3M | Add +33.9% |
| ADCT Adc Therapeutics SA | 8.81% | 7,050,300 | $31.7M | Add +8.9% |
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 8.34% | 931,512 | $30.0M | Add +12.6% |
| MGTX Meiragtx Holdings PLC | 6.78% | 4,017,301 | $24.4M | Reduce -0.8% |
| KURA Kura Oncology Inc. | 5.70% | 960,000 | $20.5M | Add +1.1% |
| ROIV Roivant Sciences Ltd. | 5.45% | 1,860,000 | $19.6M | New |
| BBIO Bridgebio Pharma Inc. | 5.07% | 589,530 | $18.2M | New |
| CYTK Cytokinetics Inc. | 4.78% | 245,000 | $17.2M | New |
| MDT Medtronic PLC | 4.36% | 180,000 | $15.7M | Reduce -18.2% |
| KIDS Orthopediatrics Corp. | 3.39% | 418,261 | $12.2M | Add +340.3% |
| MIRM Mirum Pharmaceuticals Inc. | 3.25% | 465,000 | $11.7M | Add +58.5% |
| GH Guardant Health Inc. | 2.70% | 470,000 | $9.7M | New |
| KELYA Kelly Services Inc. Class A | 2.43% | 348,686 | $8.7M | New |
| ABCL Abcellera Biologics Inc. | 2.26% | 1,790,000 | $8.1M | Add +5.3% |
| ERAS Erasca Inc. | 2.10% | 3,659,755 | $7.5M | Add +510.5% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.98% | 1,400,000 | $7.1M | Reduce -37.3% |
| IMVT Immunovant Inc. | 1.75% | 195,000 | $6.3M | New |
| PFE Pfizer Inc. | 1.66% | 215,000 | $6.0M | New |
| ALKS Alkermes PLC | 1.62% | 215,000 | $5.8M | Add +1333.3% |
| UHS Universal Health Services-B | 1.52% | 30,000 | $5.5M | Add +6.8% |
| MRVI Maravai Lifesciences Hldgs-A | 1.45% | 599,460 | $5.2M | New |
| ZYME Zymeworks Inc. | 1.20% | 410,948 | $4.3M | New |
| PRTA Prothena Corp. PLC | 1.17% | 170,469 | $4.2M | Reduce -25.7% |
| NBIX Neurocrine Biosciences Inc. | 1.17% | 30,500 | $4.2M | Reduce -15.0% |
| CRBP Corbus Pharmaceuticals Holdi | 1.10% | 100,617 | $3.9M | New |
| RLAY Relay Therapeutics Inc. | 1.04% | 450,000 | $3.7M | New |
| COGT Cogent Biosciences Inc. | 1.04% | 555,500 | $3.7M | New |
| OPCH Option Care Health Inc. | 0.93% | 100,000 | $3.4M | Reduce -32.8% |
| VKTX Viking Therapeutics Inc. | 0.89% | 39,046 | $3.2M | New |
| DXCM Dexcom Inc. | 0.89% | 23,000 | $3.2M | No change |
| BBSI Barrett Business SVCS Inc. | 0.85% | 24,000 | $3.0M | Add +84.6% |
| OVID Ovid Therapeutics Inc. | 0.83% | 983,200 | $3.0M | New |
| PCRX Pacira Biosciences Inc. | 0.77% | 94,362 | $2.8M | Reduce -63.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.69% | 18,908 | $2.5M | New |
| MURA Mural Oncology PLC | 0.54% | 400,000 | $2.0M | Reduce -4.4% |
| LENZ Lenz Therapeutics Inc. | 0.40% | 65,000 | $1.5M | New |
| TXG 10X Genomics Inc. Class A | 0.31% | 30,000 | $1.1M | New |
| BMEA Biomea Fusion Inc. | 0.31% | 75,000 | $1.1M | Add +74.5% |
| NUVB Nuvation Bio Inc. | 0.25% | 250,000 | $910K | Reduce -87.8% |
| PRVA Privia Health Group Inc. | 0.25% | 45,000 | $882K | Reduce -66.0% |
| KEZAR LIFE SCIENCES INC | 0.24% | 963,598 | $869K | Reduce -71.4% |
| AGIO Agios Pharmaceuticals Inc. | 0.20% | 25,000 | $731K | New |
| AVROBIO INC | 0.20% | 566,519 | $725K | New |
| ABSI Absci Corp. | 0.04% | 25,000 | $142K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ORIC Oric Pharmaceuticals Inc. | Sold out | 0.00% | −5.83 |
| MGTX Meiragtx Holdings PLC | Reduce -0.8% | 6.78% | −4.63 |
| QDEL Quidelortho Corp. | Sold out | 0.00% | −3.52 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -37.3% | 1.98% | −3.39 |
| MDT Medtronic PLC | Reduce -18.2% | 4.36% | −2.91 |
| PCRX Pacira Biosciences Inc. | Reduce -63.5% | 0.77% | −2.73 |
| PRTA Prothena Corp. PLC | Reduce -25.7% | 1.17% | −2.17 |
| GALAPAGOS NV | Sold out | 0.00% | −1.96 |
| GRPH Graphite Bio Inc. | Sold out | 0.00% | −1.42 |
| OPCH Option Care Health Inc. | Reduce -32.8% | 0.93% | −1.08 |
| KEZAR LIFE SCIENCES INC | Reduce -71.4% | 0.24% | −1.04 |
| NUVB Nuvation Bio Inc. | Reduce -87.8% | 0.25% | −0.99 |
| PRVA Privia Health Group Inc. | Reduce -66.0% | 0.25% | −0.98 |
| PROTHENA CORP PLC | Sold out | 0.00% | −0.78 |
| MDRX Veradigm Inc. | Sold out | 0.00% | −0.76 |
| ORIC PHARMACEUTICALS INC | Sold out | 0.00% | −0.74 |
| NBIX Neurocrine Biosciences Inc. | Reduce -15.0% | 1.17% | −0.73 |
| SYRE Spyre Therapeutics Inc. | Sold out | 0.00% | −0.48 |
| MURA Mural Oncology PLC | Reduce -4.4% | 0.54% | −0.45 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.38 |
| DSGN Design Therapeutics Inc. | Sold out | 0.00% | −0.30 |
Portfolio Buys Q4 2023 → Q1 2024
| ROIV Roivant Sciences Ltd. | New | 5.45% | +5.45 |
| BBIO Bridgebio Pharma Inc. | New | 5.07% | +5.07 |
| CYTK Cytokinetics Inc. | New | 4.78% | +4.78 |
| ADCT Adc Therapeutics SA | Add +8.9% | 8.81% | +4.49 |
| GH Guardant Health Inc. | New | 2.70% | +2.70 |
| KELYA Kelly Services Inc. Class A | New | 2.43% | +2.43 |
| KIDS Orthopediatrics Corp. | Add +340.3% | 3.39% | +2.15 |
| IMVT Immunovant Inc. | New | 1.75% | +1.75 |
| PFE Pfizer Inc. | New | 1.66% | +1.66 |
| ERAS Erasca Inc. | Add +510.5% | 2.10% | +1.58 |
| ALKS Alkermes PLC | Add +1333.3% | 1.62% | +1.45 |
| MRVI Maravai Lifesciences Hldgs-A | New | 1.45% | +1.45 |
| STTK Shattuck Labs Inc. | Add +33.9% | 9.26% | +1.30 |
| ZYME Zymeworks Inc. | New | 1.20% | +1.20 |
| CRBP Corbus Pharmaceuticals Holdi | New | 1.10% | +1.10 |
| RLAY Relay Therapeutics Inc. | New | 1.04% | +1.04 |
| COGT Cogent Biosciences Inc. | New | 1.04% | +1.04 |
| VKTX Viking Therapeutics Inc. | New | 0.89% | +0.89 |
| OVID Ovid Therapeutics Inc. | New | 0.83% | +0.83 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.69% | +0.69 |
| LENZ Lenz Therapeutics Inc. | New | 0.40% | +0.40 |
| TXG 10X Genomics Inc. Class A | New | 0.31% | +0.31 |
| BBSI Barrett Business SVCS Inc. | Add +84.6% | 0.85% | +0.24 |
| KURA Kura Oncology Inc. | Add +1.1% | 5.70% | +0.21 |
| AGIO Agios Pharmaceuticals Inc. | New | 0.20% | +0.20 |
| AVROBIO INC | New | 0.20% | +0.20 |
| BMEA Biomea Fusion Inc. | Add +74.5% | 0.31% | +0.06 |
| ABSI Absci Corp. | New | 0.04% | +0.04 |
| UHS Universal Health Services-B | Add +6.8% | 1.52% | −0.20 |
| MIRM Mirum Pharmaceuticals Inc. | Add +58.5% | 3.25% | −0.23 |
| ABCL Abcellera Biologics Inc. | Add +5.3% | 2.26% | −1.64 |
| LKFT Lakefront Biotherapeutic-ADR | Add +12.6% | 8.34% | −5.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $580.4M | LKFT, JANX, NKTR, BSX, STTK |
| Q1 2026 | 46 | $609.8M | NKTR, BSX, JANX, PRCT, LKFT |
| Q4 2025 | 38 | $483.9M | PRCT, LKFT, JANX, ADCT, KURA |
| Q3 2025 | 41 | $416.5M | LKFT, MGTX, ADCT, KURA, ISRG |
| Q2 2025 | 39 | $410.1M | LKFT, UNH, MGTX, ADCT, BBIO |
| Q1 2025 | 38 | $304.3M | LKFT, MGTX, BBIO, JANX, ROIV |
| Q4 2024 | 35 | $357.0M | LKFT, ACHC, BBIO, MGTX, ABCL |
| Q3 2024 | 41 | $394.4M | ADCT, LKFT, BBIO, ABCL, MGTX |
| Q2 2024 | 46 | $334.6M | LKFT, ADCT, ROIV, BBIO, ZBH |
| Q1 2024 | 44 | $359.5M | STTK, ADCT, LKFT, MGTX, KURA |