In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Prosight Management, LP reported 41 stock positions worth $394.4 million . Its top holding was Adc Therapeutics (ADCT) at 7.7% of the portfolio, followed by Lakefront Biotherapeutic-ADR (LKFT, 7.5% ) and Bridgebio Pharma (BBIO, 7.0% ). Compared with Q2 2024, it opened 12 new positions, sold out of 17, added to 17 and reduced 12. The biggest buy was a new position in McKesson (MCK) and the biggest sale an exit from Kelly Services Class A (KELYA).
Location DALLAS, TX
CIK 0001617201
Portfolio Value $394.4M (Q3 2024) Holdings 41 stocks · $394.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 ADCT Adc Therapeutics SA 9,636,237 $30.4M Add +0.7% LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV 1,028,843 $29.6M Reduce -23.8% BBIO Bridgebio Pharma Inc. 1,086,810 $27.7M Add +35.9% ABCL Abcellera Biologics Inc. 9,079,539 $23.6M Add +285.9% MGTX Meiragtx Holdings PLC 4,900,570 $20.4M Add +12.6% ROIV Roivant Sciences Ltd. 1,721,512 $19.9M Reduce -13.9% STTK Shattuck Labs Inc. 5,678,726 $19.8M Add +21.6% MIRM Mirum Pharmaceuticals Inc. 465,825 $18.2M Add +48.0% ZBH Zimmer Biomet Holdings Inc. 165,602 $17.9M Reduce -2.6% MCK McKesson Corp. 35,822 $17.7M New KURA Kura Oncology Inc. 705,109 $13.8M Add +11.9% SDGR Schrodinger Inc. 700,000 $13.0M Add +89.6% ZYME Zymeworks Inc. 917,599 $11.5M Reduce -22.2% ACCD Accolade Inc. 2,801,598 $10.8M Add +88.1% DXCM Dexcom Inc. 160,000 $10.7M Add +224.4% SNDX Syndax Pharmaceuticals Inc. 554,103 $10.7M Add +0.5% IMVT Immunovant Inc. 370,000 $10.5M Add +13.8% CYTK Cytokinetics Inc. 192,700 $10.2M Reduce -16.2% JANX Janux Therapeutics Inc. 205,000 $9.3M New PRTA Prothena Corp. PLC 483,467 $8.1M Add +68.5% NBIX Neurocrine Biosciences Inc. 62,000 $7.1M Add +129.6% ERAS Erasca Inc. 1,984,010 $5.4M Reduce -27.9% HAE Haemonetics Corp. 65,000 $5.2M New LIVN Livanova PLC 90,000 $4.7M New COGT Cogent Biosciences Inc. 410,830 $4.4M Reduce -17.8% BPMC Blueprint Medicines Corp. 47,100 $4.4M New TECX Tectonic Therapeutic Inc. 137,614 $4.2M Add +104.0% CTMX Cytomx Therapeutics Inc. 3,022,109 $3.6M New SGHT Sight Sciences Inc. 531,222 $3.3M New VKTX Viking Therapeutics Inc. 48,000 $3.0M Reduce -58.3% RCKT Rocket Pharmaceuticals Inc. 159,369 $2.9M New CRBP Corbus Pharmaceuticals Holdi 130,000 $2.7M New MURA Mural Oncology PLC 570,620 $1.8M Add +20.0% MRVI Maravai Lifesciences Hldgs-A 208,200 $1.7M New VINCERX PHARMA INC 2,206,505 $1.6M Reduce -11.3% RNTX Rein Therapeutics Inc. filed as AILERON THERAPEUTICS INC 372,157 $1.3M Add +40.4% SEM Select Medical Holdings Corp. 26,065 $909K New OVID Ovid Therapeutics Inc. 729,208 $860K Reduce -32.2% IMNM Immunome Inc. 39,135 $572K Reduce -39.8% IMRX Immuneering Corp. Class A 190,000 $473K Reduce -65.5% ACHC Acadia Healthcare Co. Inc. 5,666 $359K New
Options reported separately and not counted above: ISHARES TR puts ($6.4M), CASSAVA SCIENCES INC puts ($4.4M), CORVEL CORP puts ($915K), SHATTUCK LABS INC calls ($303K).
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ KELYA Kelly Services Inc. Class A Sold out 0.00% −3.15 LKFT Lakefront Biotherapeutic-ADR Reduce -23.8% 7.51% −2.49 ALKS Alkermes PLC Sold out 0.00% −1.98 KIDS Orthopediatrics Corp. Sold out 0.00% −1.72 OPCH Option Care Health Inc. Sold out 0.00% −1.70 ROIV Roivant Sciences Ltd. Reduce -13.9% 5.04% −1.28 CYTK Cytokinetics Inc. Reduce -16.2% 2.58% −1.14 VKTX Viking Therapeutics Inc. Reduce -58.3% 0.77% −1.05 ZBH Zimmer Biomet Holdings Inc. Reduce -2.6% 4.53% −0.98 RLAY Relay Therapeutics Inc. Sold out 0.00% −0.75 BCRX Biocryst Pharmaceuticals Inc. Sold out 0.00% −0.74 CVS CVS Health Corp. Sold out 0.00% −0.71 MDT Medtronic PLC Sold out 0.00% −0.71 ERAS Erasca Inc. Reduce -27.9% 1.37% −0.57 INSP Inspire Medical Systems Inc. Sold out 0.00% −0.56 FNA Paragon 28 Inc. Sold out 0.00% −0.53 UHS Universal Health Services-B Sold out 0.00% −0.52 PRVA Privia Health Group Inc. Sold out 0.00% −0.50 ADUS Addus Homecare Corp. Sold out 0.00% −0.43 LENZ Lenz Therapeutics Inc. Sold out 0.00% −0.31 TXG 10X Genomics Inc. Class A Sold out 0.00% −0.28 VINCERX PHARMA INC Reduce -11.3% 0.40% −0.20 BMEA Biomea Fusion Inc. Sold out 0.00% −0.17 COGT Cogent Biosciences Inc. Reduce -17.8% 1.13% −0.13 IMRX Immuneering Corp. Class A Reduce -65.5% 0.12% −0.09 IMNM Immunome Inc. Reduce -39.8% 0.15% −0.09 ZYME Zymeworks Inc. Reduce -22.2% 2.92% −0.08 OVID Ovid Therapeutics Inc. Reduce -32.2% 0.22% −0.03 KEZAR LIFE SCIENCES INC Sold out 0.00% −0.01
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ MCK McKesson Corp. New 4.49% +4.49 ABCL Abcellera Biologics Inc. Add +285.9% 5.99% +3.90 JANX Janux Therapeutics Inc. New 2.36% +2.36 MIRM Mirum Pharmaceuticals Inc. Add +48.0% 4.61% +1.39 HAE Haemonetics Corp. New 1.32% +1.32 LIVN Livanova PLC New 1.20% +1.20 SDGR Schrodinger Inc. Add +89.6% 3.29% +1.16 ACCD Accolade Inc. Add +88.1% 2.74% +1.14 BPMC Blueprint Medicines Corp. New 1.10% +1.10 DXCM Dexcom Inc. Add +224.4% 2.72% +1.05 BBIO Bridgebio Pharma Inc. Add +35.9% 7.02% +0.96 CTMX Cytomx Therapeutics Inc. New 0.90% +0.90 SGHT Sight Sciences Inc. New 0.85% +0.85 RCKT Rocket Pharmaceuticals Inc. New 0.75% +0.75 TECX Tectonic Therapeutic Inc. Add +104.0% 1.06% +0.73 NBIX Neurocrine Biosciences Inc. Add +129.6% 1.81% +0.70 CRBP Corbus Pharmaceuticals Holdi New 0.68% +0.68 MRVI Maravai Lifesciences Hldgs-A New 0.44% +0.44 PRTA Prothena Corp. PLC Add +68.5% 2.05% +0.28 SEM Select Medical Holdings Corp. New 0.23% +0.23 RNTX Rein Therapeutics Inc. Add +40.4% 0.33% +0.11 IMVT Immunovant Inc. Add +13.8% 2.67% +0.11 ACHC Acadia Healthcare Co. Inc. New 0.09% +0.09 MURA Mural Oncology PLC Add +20.0% 0.45% +0.01 MGTX Meiragtx Holdings PLC Add +12.6% 5.18% −0.29 STTK Shattuck Labs Inc. Add +21.6% 5.03% −0.36 KURA Kura Oncology Inc. Add +11.9% 3.49% −0.38 SNDX Syndax Pharmaceuticals Inc. Add +0.5% 2.70% −0.68 ADCT Adc Therapeutics SA Add +0.7% 7.70% −1.34
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ ISHARES TR put New 29,000 $6.4M CASSAVA SCIENCES INC put New 148,900 $4.4M CORVEL CORP put New 2,800 $915K SHATTUCK LABS INC call New 86,800 $303K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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