Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 41
- +2 vs. Q2 2025
- Portfolio value
- $416.5M
- +$6.43M (+1.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,150,000 | $39.8M | 9.6% | −623,649−35.2% | Reduced | History |
| MGTXMeiraGTx Holdings plc | COM | 4,089,509 | $33.7M | 8.1% | −497,914−10.9% | Reduced | History |
| ADCTADC Therapeutics SA | SHS | 7,472,303 | $29.9M | 7.2% | −2,995,468−28.6% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 2,758,516 | $24.4M | 5.9% | −422,668−13.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 48,711 | $21.8M | 5.2% | +48,711 | New | History |
| JANXJanux Therapeutics, Inc. | COM | 865,350 | $21.1M | 5.1% | +11,446+1.3% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 1,335,500 | $20.2M | 4.9% | −473,039−26.2% | Reduced | History |
| ICLRIcon PLC | COM | 109,500 | $19.2M | 4.6% | +10,942+11.1% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,003,400 | $15.4M | 3.7% | −76,273−7.1% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 264,500 | $13.7M | 3.3% | −208,187−44.0% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 328,684 | $13.7M | 3.3% | +30,561+10.3% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,709,533 | $13.5M | 3.2% | −1,770,511−50.9% | Reduced | History |
| DXCMDexcom Inc | COM | 195,217 | $13.1M | 3.2% | +125,217+178.9% | Added | History |
| STTKShattuck Labs, Inc. | COM | 5,451,195 | $13.0M | 3.1% | −1,187,740−17.9% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 749,611 | $12.8M | 3.1% | −560,293−42.8% | Reduced | History |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 610,000 | $12.8M | 3.1% | +297,895+95.4% | Added | History |
| IMVTImmunovant, Inc. | COM | 698,472 | $11.3M | 2.7% | +219,072+45.7% | Added | History |
| SEMSelect Medical Holdings Corp | COM | 874,915 | $11.2M | 2.7% | +521,095+147.3% | Added | History |
| BHVNBiohaven Ltd. | COM | 600,000 | $9.01M | 2.2% | +60,929+11.3% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 20,500 | $8.03M | 1.9% | +20,500 | New | History |
| BSXBoston Scientific Corp | Stock | 76,100 | $7.43M | 1.8% | +76,100 | New | History |
| CDNACareDx, Inc. | COM | 504,030 | $7.33M | 1.8% | +201,222+66.5% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 250,000 | $6.19M | 1.5% | +38,184+18.0% | Added | History |
| TECXTectonic Therapeutic, Inc. | COM | 379,254 | $5.95M | 1.4% | −62,802−14.2% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 308,707 | $5.72M | 1.4% | +235,060+319.2% | Added | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 343,400 | $4.34M | 1.0% | −236,493−40.8% | Reduced | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,267,965 | $4.13M | 1.0% | −312,623−19.8% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 76,991 | $2.75M | 0.7% | +76,991 | New | History |
| ALGNAlign Technology Inc | COM | 19,442 | $2.43M | 0.6% | +19,442 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 3,300 | $2.43M | 0.6% | −18,700−85.0% | Reduced | History |
| TWSTTwist Bioscience Corp | COM | 75,000 | $2.11M | 0.5% | +75,000 | New | History |
| AKROAkero Therapeutics, Inc. | COM | 39,072 | $1.86M | 0.4% | +39,072 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 564,800 | $1.80M | 0.4% | −2,952,313−83.9% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 439,941 | $1.51M | 0.4% | −431,746−49.5% | Reduced | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 267,959 | $736.9K | 0.2% | +108,267+67.8% | Added | History |
| SDGRSchrodinger, Inc. | COM | 34,830 | $698.7K | 0.2% | +34,830 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 567,898 | $650.2K | 0.2% | +139,979+32.7% | Added | History |
| TBITrueBlue, Inc. | COM | 79,476 | $487.2K | 0.1% | +79,476 | New | History |
| PRTAProthena Corp Public Ltd Co | SHS | 20,000 | $195.2K | <0.1% | −247,800−92.5% | Reduced | History |
| PLRXPliant Therapeutics, Inc. | COM | 20,487 | $30.3K | <0.1% | −816,913−97.6% | Reduced | History |
| ACTUActuate Therapeutics, Inc. | COM | 885 | $5.92K | <0.1% | +885 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Corcept Therapeutics Inc218352902 | CALL | – | $12.3M |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 110,000 | $34.3M | 8.4% | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 200,000 | $10.2M | 2.5% | History |
| LIVNLivaNova PLC | SHS | 140,000 | $6.30M | 1.5% | History |
| AXGNAxogen, Inc. | COM | 282,809 | $3.07M | 0.7% | History |
| LNTHLantheus Holdings, Inc. | Stock | 34,576 | $2.83M | 0.7% | History |
| MURAMural Oncology plc | ORD SHS | 900,000 | $2.22M | 0.5% | History |
| ERASErasca, Inc. | COM | 240,295 | $305.2K | 0.1% | History |
| PEPGPepGen Inc. | COM | 243,980 | $270.8K | 0.1% | History |