Skip to main content
Livermore
Livermore
ZHEN

Prosight Management, LP

SEC CIK
0001617201
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
39
+1 vs. Q1 2025
Portfolio value
$410.1M
+$105.7M (+34.7%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Prosight Management, LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,773,649$49.6M12.1%+458,751+34.9%AddedHistory
UNHUnitedHealth Group IncStock110,000$34.3M8.4%+110,000NewHistory
MGTXMeiraGTx Holdings plcCOM4,587,423$29.9M7.3%+895,877+24.3%AddedHistory
ADCTADC Therapeutics SASHS10,467,771$28.1M6.8%+924,767+9.7%AddedHistory
BBIOBridgeBio Pharma, Inc.COM472,687$20.4M5.0%−137,313−22.5%ReducedHistory
ROIVRoivant Sciences Ltd.SHS1,808,539$20.4M5.0%−17,624−1.0%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM3,480,044$19.9M4.9%+2,100,661+152.3%AddedHistory
JANXJanux Therapeutics, Inc.COM853,904$19.7M4.8%+164,003+23.8%AddedHistory
KURAKura Oncology, Inc.COM3,181,184$18.4M4.5%+1,102,869+53.1%AddedHistory
ZYMEZymeworks Inc.COM1,309,904$16.4M4.0%+352,675+36.8%AddedHistory
ICLRIcon PLCCOM98,558$14.3M3.5%+38,459+64.0%AddedHistory
ARGXArgenx SESPONSORED ADR22,000$12.1M3.0%+8,300+60.6%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM200,000$10.2M2.5%−143,326−41.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,079,673$10.1M2.5%+470,421+77.2%AddedHistory
TECXTectonic Therapeutic, Inc.COM442,056$8.78M2.1%+43,171+10.8%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM298,123$8.57M2.1%+298,123NewHistory
CTMXCytomX Therapeutics, Inc.COM3,517,113$7.98M1.9%−412,895−10.5%ReducedHistory
IMVTImmunovant, Inc.COM479,400$7.67M1.9%+119,400+33.2%AddedHistory
BHVNBiohaven Ltd.COM539,071$7.61M1.9%+439,071+439.1%AddedHistory
CONConcentra Group Holdings Parent, Inc.COMMON STOCK312,105$6.42M1.6%+312,105NewHistory
LIVNLivaNova PLCSHS140,000$6.30M1.5%+12,700+10.0%AddedHistory
DXCMDexcom IncCOM70,000$6.11M1.5%+70,000NewHistory
CDNACareDx, Inc.COM302,808$5.92M1.4%+166,215+121.7%AddedHistory
SEMSelect Medical Holdings CorpCOM353,820$5.37M1.3%+353,820NewHistory
STTKShattuck Labs, Inc.COM6,638,935$5.26M1.3%00.0%UnchangedHistory
ACHCAcadia Healthcare Company, Inc.COM211,816$4.81M1.2%−78,184−27.0%ReducedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW579,893$4.00M1.0%+4,757+0.8%AddedHistory
RCKTRocket Pharmaceuticals, Inc.COM1,580,588$3.87M0.9%+100,588+6.8%AddedHistory
SGHTSight Sciences, Inc.COM871,687$3.60M0.9%−97,600−10.1%ReducedHistory
AXGNAxogen, Inc.COM282,809$3.07M0.7%+282,809NewHistory
LNTHLantheus Holdings, Inc.Stock34,576$2.83M0.7%+34,576NewHistory
MURAMural Oncology plcORD SHS900,000$2.22M0.5%+477,257+112.9%AddedHistory
PRTAProthena Corp Public Ltd CoSHS267,800$1.63M0.4%−140,322−34.4%ReducedHistory
KIDSOrthopediatrics CorpCOM73,647$1.58M0.4%+73,647NewHistory
PLRXPliant Therapeutics, Inc.COM837,400$971.4K0.2%+503,137+150.5%AddedHistory
RNTXRein Therapeutics, Inc.COM NEW427,919$599.1K0.1%−2,081−0.5%ReducedHistory
OKUROnKure Therapeutics, Inc.COM CL A159,692$381.7K0.1%−26,878−14.4%ReducedHistory
ERASErasca, Inc.COM240,295$305.2K0.1%−706,815−74.6%ReducedHistory
PEPGPepGen Inc.COM243,980$270.8K0.1%+243,980NewHistory

Sold out since Q1 2025 (8)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Prosight Management, LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
SDGRSchrodinger, Inc.COM385,000$7.60M2.5%History
ISRGIntuitive Surgical IncCOM NEW14,000$6.93M2.3%History
ABCLAbCellera Biologics Inc.COM2,815,652$6.28M2.1%History
HAEHaemonetics CorpCOM65,400$4.16M1.4%History
BPMCBlueprint Medicines CorpCOM36,512$3.23M1.1%History
ADUSAddus HomeCare CorpCOM24,045$2.38M0.8%History
SYRESpyre Therapeutics, Inc.COM NEW74,921$1.21M0.4%History
IMNMImmunome Inc.COM23,618$158.9K0.1%History