Prosight Management, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Prosight Management, LP reported 46 stock positions worth $334.6 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 10.0% of the portfolio, followed by Adc Therapeutics (ADCT, 9.0%) and Roivant Sciences (ROIV, 6.3%). Compared with Q1 2024, it opened 12 new positions, sold out of 10, added to 21 and reduced 13. The biggest buy was Zimmer Biomet (ZBH, shares +799%) and the biggest sale Medtronic (MDT, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $334.6M (Q2 2024)
- SEC Filing
- 0001420506-24-001439 ↗ filed Aug 14, 2024
Holdings Value
Holdings 46 stocks · $334.6M
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 10.00% | 1,349,980 | $33.5M | Add +44.9% |
| ADCT Adc Therapeutics SA | 9.04% | 9,570,000 | $30.2M | Add +35.7% |
| ROIV Roivant Sciences Ltd. | 6.32% | 2,000,000 | $21.1M | Add +7.5% |
| BBIO Bridgebio Pharma Inc. | 6.06% | 800,000 | $20.3M | Add +35.7% |
| ZBH Zimmer Biomet Holdings Inc. | 5.51% | 170,000 | $18.5M | Add +799.1% |
| MGTX Meiragtx Holdings PLC | 5.48% | 4,352,700 | $18.3M | Add +8.3% |
| STTK Shattuck Labs Inc. | 5.39% | 4,670,000 | $18.0M | Add +25.4% |
| KURA Kura Oncology Inc. | 3.88% | 629,900 | $13.0M | Reduce -34.4% |
| CYTK Cytokinetics Inc. | 3.72% | 230,000 | $12.5M | Reduce -6.1% |
| SNDX Syndax Pharmaceuticals Inc. | 3.38% | 551,544 | $11.3M | New |
| MIRM Mirum Pharmaceuticals Inc. | 3.22% | 314,800 | $10.8M | Reduce -32.3% |
| KELYA Kelly Services Inc. Class A | 3.15% | 492,340 | $10.5M | Add +41.2% |
| ZYME Zymeworks Inc. | 3.00% | 1,180,000 | $10.0M | Add +187.1% |
| IMVT Immunovant Inc. | 2.56% | 325,000 | $8.6M | Add +66.7% |
| SDGR Schrodinger Inc. | 2.13% | 369,261 | $7.1M | New |
| ABCL Abcellera Biologics Inc. | 2.08% | 2,352,633 | $7.0M | Add +31.4% |
| ALKS Alkermes PLC | 1.98% | 275,000 | $6.6M | Add +27.9% |
| ERAS Erasca Inc. | 1.94% | 2,750,000 | $6.5M | Reduce -24.9% |
| VKTX Viking Therapeutics Inc. | 1.82% | 115,000 | $6.1M | Add +194.5% |
| PRTA Prothena Corp. PLC | 1.77% | 286,926 | $5.9M | Add +68.3% |
| KIDS Orthopediatrics Corp. | 1.72% | 200,216 | $5.8M | Reduce -52.1% |
| OPCH Option Care Health Inc. | 1.70% | 205,000 | $5.7M | Add +105.0% |
| DXCM Dexcom Inc. | 1.67% | 49,317 | $5.6M | Add +114.4% |
| ACCD Accolade Inc. | 1.59% | 1,489,525 | $5.3M | New |
| COGT Cogent Biosciences Inc. | 1.26% | 500,000 | $4.2M | Reduce -10.0% |
| NBIX Neurocrine Biosciences Inc. | 1.11% | 27,000 | $3.7M | Reduce -11.5% |
| RLAY Relay Therapeutics Inc. | 0.75% | 385,000 | $2.5M | Reduce -14.4% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.74% | 398,700 | $2.5M | Reduce -71.5% |
| CVS CVS Health Corp. | 0.71% | 40,000 | $2.4M | New |
| MDT Medtronic PLC | 0.71% | 30,000 | $2.4M | Reduce -83.3% |
| VINCERX PHARMA INC | 0.60% | 2,488,418 | $2.0M | New |
| INSP Inspire Medical Systems Inc. | 0.56% | 14,000 | $1.9M | New |
| FNA Paragon 28 Inc. | 0.53% | 261,400 | $1.8M | New |
| UHS Universal Health Services-B | 0.52% | 9,373 | $1.7M | Reduce -68.8% |
| PRVA Privia Health Group Inc. | 0.50% | 96,065 | $1.7M | Add +113.5% |
| MURA Mural Oncology PLC | 0.45% | 475,458 | $1.5M | Add +18.9% |
| ADUS Addus Homecare Corp. | 0.43% | 12,500 | $1.5M | New |
| TECX Tectonic Therapeutic Inc. | 0.33% | 67,461 | $1.1M | New |
| LENZ Lenz Therapeutics Inc. | 0.31% | 59,542 | $1.0M | Reduce -8.4% |
| TXG 10X Genomics Inc. Class A | 0.28% | 49,021 | $953K | Add +63.4% |
| OVID Ovid Therapeutics Inc. | 0.25% | 1,075,000 | $827K | Add +9.3% |
| IMNM Immunome Inc. | 0.24% | 65,000 | $787K | New |
| RNTX Rein Therapeutics Inc. filed as AILERON THERAPEUTICS INC | 0.22% | 265,000 | $734K | New |
| IMRX Immuneering Corp. Class A | 0.21% | 550,000 | $704K | New |
| BMEA Biomea Fusion Inc. | 0.17% | 124,377 | $560K | Add +65.8% |
| KEZAR LIFE SCIENCES INC | 0.01% | 56,080 | $34K | Reduce -94.2% |
Portfolio Sells Q1 2024 → Q2 2024
| MDT Medtronic PLC | Reduce -83.3% | 0.71% | −3.66 |
| GH Guardant Health Inc. | Sold out | 0.00% | −2.70 |
| KURA Kura Oncology Inc. | Reduce -34.4% | 3.88% | −1.82 |
| KIDS Orthopediatrics Corp. | Reduce -52.1% | 1.72% | −1.67 |
| PFE Pfizer Inc. | Sold out | 0.00% | −1.66 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −1.45 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -71.5% | 0.74% | −1.24 |
| CRBP Corbus Pharmaceuticals Holdi | Sold out | 0.00% | −1.10 |
| CYTK Cytokinetics Inc. | Reduce -6.1% | 3.72% | −1.05 |
| UHS Universal Health Services-B | Reduce -68.8% | 0.52% | −1.00 |
| BBSI Barrett Business SVCS Inc. | Sold out | 0.00% | −0.85 |
| PCRX Pacira Biosciences Inc. | Sold out | 0.00% | −0.77 |
| RLAY Relay Therapeutics Inc. | Reduce -14.4% | 0.75% | −0.29 |
| NUVB Nuvation Bio Inc. | Sold out | 0.00% | −0.25 |
| KEZAR LIFE SCIENCES INC | Reduce -94.2% | 0.01% | −0.23 |
| AGIO Agios Pharmaceuticals Inc. | Sold out | 0.00% | −0.20 |
| AVROBIO INC | Sold out | 0.00% | −0.20 |
| ERAS Erasca Inc. | Reduce -24.9% | 1.94% | −0.16 |
| LENZ Lenz Therapeutics Inc. | Reduce -8.4% | 0.31% | −0.10 |
| NBIX Neurocrine Biosciences Inc. | Reduce -11.5% | 1.11% | −0.06 |
| ABSI Absci Corp. | Sold out | 0.00% | −0.04 |
| MIRM Mirum Pharmaceuticals Inc. | Reduce -32.3% | 3.22% | −0.03 |
| COGT Cogent Biosciences Inc. | Reduce -10.0% | 1.26% | +0.22 |
Portfolio Buys Q1 2024 → Q2 2024
| ZBH Zimmer Biomet Holdings Inc. | Add +799.1% | 5.51% | +4.82 |
| SNDX Syndax Pharmaceuticals Inc. | New | 3.38% | +3.38 |
| SDGR Schrodinger Inc. | New | 2.13% | +2.13 |
| ZYME Zymeworks Inc. | Add +187.1% | 3.00% | +1.80 |
| LKFT Lakefront Biotherapeutic-ADR | Add +44.9% | 10.00% | +1.65 |
| ACCD Accolade Inc. | New | 1.59% | +1.59 |
| BBIO Bridgebio Pharma Inc. | Add +35.7% | 6.06% | +0.99 |
| VKTX Viking Therapeutics Inc. | Add +194.5% | 1.82% | +0.93 |
| ROIV Roivant Sciences Ltd. | Add +7.5% | 6.32% | +0.86 |
| IMVT Immunovant Inc. | Add +66.7% | 2.56% | +0.81 |
| DXCM Dexcom Inc. | Add +114.4% | 1.67% | +0.78 |
| OPCH Option Care Health Inc. | Add +105.0% | 1.70% | +0.76 |
| KELYA Kelly Services Inc. Class A | Add +41.2% | 3.15% | +0.72 |
| CVS CVS Health Corp. | New | 0.71% | +0.71 |
| VINCERX PHARMA INC | New | 0.60% | +0.60 |
| PRTA Prothena Corp. PLC | Add +68.3% | 1.77% | +0.60 |
| INSP Inspire Medical Systems Inc. | New | 0.56% | +0.56 |
| FNA Paragon 28 Inc. | New | 0.53% | +0.53 |
| ADUS Addus Homecare Corp. | New | 0.43% | +0.43 |
| ALKS Alkermes PLC | Add +27.9% | 1.98% | +0.36 |
| TECX Tectonic Therapeutic Inc. | New | 0.33% | +0.33 |
| PRVA Privia Health Group Inc. | Add +113.5% | 0.50% | +0.25 |
| IMNM Immunome Inc. | New | 0.24% | +0.24 |
| ADCT Adc Therapeutics SA | Add +35.7% | 9.04% | +0.23 |
| RNTX Rein Therapeutics Inc. | New | 0.22% | +0.22 |
| IMRX Immuneering Corp. Class A | New | 0.21% | +0.21 |
| TXG 10X Genomics Inc. Class A | Add +63.4% | 0.28% | −0.03 |
| MURA Mural Oncology PLC | Add +18.9% | 0.45% | −0.10 |
| BMEA Biomea Fusion Inc. | Add +65.8% | 0.17% | −0.14 |
| ABCL Abcellera Biologics Inc. | Add +31.4% | 2.08% | −0.17 |
| OVID Ovid Therapeutics Inc. | Add +9.3% | 0.25% | −0.59 |
| MGTX Meiragtx Holdings PLC | Add +8.3% | 5.48% | −1.31 |
| STTK Shattuck Labs Inc. | Add +25.4% | 5.39% | −3.88 |
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 |