Prosight Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Prosight Management, LP reported 35 stock positions worth $357.0 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 7.9% of the portfolio, followed by Acadia Healthcare (ACHC, 7.7%) and Bridgebio Pharma (BBIO, 7.6%). Compared with Q3 2024, it opened 7 new positions, sold out of 13, added to 13 and reduced 15. The biggest buy was Acadia Healthcare (ACHC, shares +12113%) and the biggest sale an exit from McKesson (MCK).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $357.0M (Q4 2024)
- SEC Filing
- 0001420506-25-000459 ↗ filed Feb 14, 2025
Holdings Value
Holdings 35 stocks · $357.0M
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 7.90% | 1,025,000 | $28.2M | Reduce -0.4% |
| ACHC Acadia Healthcare Co. Inc. | 7.69% | 692,000 | $27.4M | Add +12113.2% |
| BBIO Bridgebio Pharma Inc. | 7.65% | 995,000 | $27.3M | Reduce -8.4% |
| MGTX Meiragtx Holdings PLC | 7.49% | 4,390,837 | $26.7M | Reduce -10.4% |
| ABCL Abcellera Biologics Inc. | 6.03% | 7,350,000 | $21.5M | Reduce -19.1% |
| ADCT Adc Therapeutics SA | 5.30% | 9,515,000 | $18.9M | Reduce -1.3% |
| MIRM Mirum Pharmaceuticals Inc. | 5.23% | 451,127 | $18.7M | Reduce -3.2% |
| ICLR Icon PLC | 4.99% | 85,000 | $17.8M | New |
| ROIV Roivant Sciences Ltd. | 4.97% | 1,500,000 | $17.7M | Reduce -12.9% |
| JANX Janux Therapeutics Inc. | 4.95% | 329,768 | $17.7M | Add +60.9% |
| SDGR Schrodinger Inc. | 3.89% | 720,500 | $13.9M | Add +2.9% |
| RCKT Rocket Pharmaceuticals Inc. | 3.83% | 1,088,706 | $13.7M | Add +583.1% |
| ZYME Zymeworks Inc. | 3.36% | 820,000 | $12.0M | Reduce -10.6% |
| KURA Kura Oncology Inc. | 3.23% | 1,325,000 | $11.5M | Add +87.9% |
| FOLD Amicus Therapeutics Inc. | 2.43% | 920,000 | $8.7M | New |
| ZBH Zimmer Biomet Holdings Inc. | 2.37% | 80,000 | $8.5M | Reduce -51.7% |
| SNDX Syndax Pharmaceuticals Inc. | 2.30% | 620,000 | $8.2M | Add +11.9% |
| STTK Shattuck Labs Inc. | 2.25% | 6,638,935 | $8.0M | Add +16.9% |
| IMVT Immunovant Inc. | 2.12% | 305,523 | $7.6M | Reduce -17.4% |
| BPMC Blueprint Medicines Corp. | 1.64% | 67,000 | $5.8M | Add +42.3% |
| PRTA Prothena Corp. PLC | 1.62% | 418,122 | $5.8M | Reduce -13.5% |
| CTMX Cytomx Therapeutics Inc. | 1.13% | 3,905,000 | $4.0M | Add +29.2% |
| HAE Haemonetics Corp. | 1.02% | 46,700 | $3.6M | Reduce -28.1% |
| CNC Centene Corp. | 0.93% | 55,000 | $3.3M | New |
| SGHT Sight Sciences Inc. | 0.93% | 908,847 | $3.3M | Add +71.1% |
| LIVN Livanova PLC | 0.91% | 70,000 | $3.2M | Reduce -22.2% |
| CRBP Corbus Pharmaceuticals Holdi | 0.89% | 270,000 | $3.2M | Add +107.7% |
| ERAS Erasca Inc. | 0.67% | 947,110 | $2.4M | Reduce -52.3% |
| SYRE Spyre Therapeutics Inc. | 0.52% | 80,000 | $1.9M | New |
| CDNA Caredx Inc. | 0.48% | 80,000 | $1.7M | New |
| MURA Mural Oncology PLC | 0.42% | 466,822 | $1.5M | Reduce -18.2% |
| FTRE Fortrea Holdings Inc. | 0.29% | 55,100 | $1.0M | New |
| RNTX Rein Therapeutics Inc. filed as AILERON THERAPEUTICS INC | 0.26% | 404,979 | $931K | Add +8.8% |
| IMNM Immunome Inc. | 0.16% | 54,342 | $577K | Add +38.9% |
| OKUR Onkure Therapeutics Inc. Class A | 0.15% | 63,754 | $548K | New |
Options reported separately and not counted above: GALAPAGOS NV calls ($4.9M).
Portfolio Sells Q3 2024 → Q4 2024
| MCK McKesson Corp. | Sold out | 0.00% | −4.49 |
| ACCD Accolade Inc. | Sold out | 0.00% | −2.74 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −2.72 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −2.58 |
| ADCT Adc Therapeutics SA | Reduce -1.3% | 5.30% | −2.39 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -51.7% | 2.37% | −2.17 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −1.81 |
| COGT Cogent Biosciences Inc. | Sold out | 0.00% | −1.13 |
| TECX Tectonic Therapeutic Inc. | Sold out | 0.00% | −1.06 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.77 |
| ERAS Erasca Inc. | Reduce -52.3% | 0.67% | −0.71 |
| IMVT Immunovant Inc. | Reduce -17.4% | 2.12% | −0.56 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.44 |
| PRTA Prothena Corp. PLC | Reduce -13.5% | 1.62% | −0.43 |
| VINCERX PHARMA INC | Sold out | 0.00% | −0.40 |
| HAE Haemonetics Corp. | Reduce -28.1% | 1.02% | −0.30 |
| LIVN Livanova PLC | Reduce -22.2% | 0.91% | −0.29 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.23 |
| OVID Ovid Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| IMRX Immuneering Corp. Class A | Sold out | 0.00% | −0.12 |
| ROIV Roivant Sciences Ltd. | Reduce -12.9% | 4.97% | −0.07 |
| MURA Mural Oncology PLC | Reduce -18.2% | 0.42% | −0.03 |
| ABCL Abcellera Biologics Inc. | Reduce -19.1% | 6.03% | +0.05 |
| LKFT Lakefront Biotherapeutic-ADR | Reduce -0.4% | 7.90% | +0.39 |
| ZYME Zymeworks Inc. | Reduce -10.6% | 3.36% | +0.44 |
| MIRM Mirum Pharmaceuticals Inc. | Reduce -3.2% | 5.23% | +0.62 |
| BBIO Bridgebio Pharma Inc. | Reduce -8.4% | 7.65% | +0.63 |
| MGTX Meiragtx Holdings PLC | Reduce -10.4% | 7.49% | +2.31 |
Portfolio Buys Q3 2024 → Q4 2024
| ACHC Acadia Healthcare Co. Inc. | Add +12113.2% | 7.69% | +7.60 |
| ICLR Icon PLC | New | 4.99% | +4.99 |
| RCKT Rocket Pharmaceuticals Inc. | Add +583.1% | 3.83% | +3.09 |
| JANX Janux Therapeutics Inc. | Add +60.9% | 4.95% | +2.58 |
| FOLD Amicus Therapeutics Inc. | New | 2.43% | +2.43 |
| CNC Centene Corp. | New | 0.93% | +0.93 |
| SDGR Schrodinger Inc. | Add +2.9% | 3.89% | +0.60 |
| BPMC Blueprint Medicines Corp. | Add +42.3% | 1.64% | +0.53 |
| SYRE Spyre Therapeutics Inc. | New | 0.52% | +0.52 |
| CDNA Caredx Inc. | New | 0.48% | +0.48 |
| FTRE Fortrea Holdings Inc. | New | 0.29% | +0.29 |
| CTMX Cytomx Therapeutics Inc. | Add +29.2% | 1.13% | +0.22 |
| CRBP Corbus Pharmaceuticals Holdi | Add +107.7% | 0.89% | +0.21 |
| OKUR Onkure Therapeutics Inc. Class A | New | 0.15% | +0.15 |
| SGHT Sight Sciences Inc. | Add +71.1% | 0.93% | +0.08 |
| IMNM Immunome Inc. | Add +38.9% | 0.16% | +0.02 |
| RNTX Rein Therapeutics Inc. | Add +8.8% | 0.26% | −0.07 |
| KURA Kura Oncology Inc. | Add +87.9% | 3.23% | −0.26 |
| SNDX Syndax Pharmaceuticals Inc. | Add +11.9% | 2.30% | −0.41 |
| STTK Shattuck Labs Inc. | Add +16.9% | 2.25% | −2.78 |
Options Activity Q3 2024 → Q4 2024
| ISHARES TR | put | Sold out | 29,000 | $6.4Mbefore exit |
| GALAPAGOS NV | call | New | 176,900 | $4.9M |
| CASSAVA SCIENCES INC | put | Sold out | 148,900 | $4.4Mbefore exit |
| CORVEL CORP | put | Sold out | 2,800 | $915Kbefore exit |
| SHATTUCK LABS INC | call | Sold out | 86,800 | $303Kbefore exit |
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 |