Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 38
- −3 vs. Q3 2025
- Portfolio value
- $483.9M
- +$67.4M (+16.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRCTPROCEPT BioRobotics Corp | COM | 1,380,000 | $43.4M | 9.0% | +1,303,009+1,692.4% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,074,112 | $35.1M | 7.3% | −75,888−6.6% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 2,392,523 | $33.0M | 6.8% | +1,527,173+176.5% | Added | History |
| ADCTADC Therapeutics SA | SHS | 8,477,338 | $29.9M | 6.2% | +1,005,035+13.5% | Added | History |
| KURAKura Oncology, Inc. | COM | 2,529,600 | $26.3M | 5.4% | −228,916−8.3% | Reduced | History |
| MGTXMeiraGTx Holdings plc | COM | 3,209,788 | $25.5M | 5.3% | −879,721−21.5% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 554,633 | $23.4M | 4.8% | +554,633 | New | History |
| VEEVVeeva Systems Inc | Stock | 90,133 | $20.1M | 4.2% | +90,133 | New | History |
| ICLRIcon PLC | COM | 110,000 | $20.0M | 4.1% | +500+0.5% | Added | History |
| BSXBoston Scientific Corp | Stock | 210,000 | $20.0M | 4.1% | +133,900+176.0% | Added | History |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 891,030 | $17.5M | 3.6% | +281,030+46.1% | Added | History |
| PHRPhreesia, Inc. | COM | 977,152 | $16.5M | 3.4% | +977,152 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,150,000 | $16.4M | 3.4% | −559,533−32.7% | Reduced | History |
| SEMSelect Medical Holdings Corp | COM | 1,035,086 | $15.4M | 3.2% | +160,171+18.3% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 665,000 | $14.0M | 2.9% | −338,400−33.7% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 530,393 | $14.0M | 2.9% | −219,218−29.2% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 627,162 | $13.6M | 2.8% | −708,338−53.0% | Reduced | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 262,904 | $12.2M | 2.5% | −65,780−20.0% | Reduced | History |
| AVTRAvantor, Inc. | COM | 898,499 | $10.3M | 2.1% | +898,499 | New | History |
| STTKShattuck Labs, Inc. | COM | 2,381,502 | $8.69M | 1.8% | −3,069,693−56.3% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 34,532 | $8.66M | 1.8% | +34,532 | New | History |
| WGSGeneDx Holdings Corp. | COM CL A | 55,000 | $7.15M | 1.5% | +55,000 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 17,109 | $6.80M | 1.4% | +17,109 | New | History |
| IMVTImmunovant, Inc. | COM | 243,404 | $6.19M | 1.3% | −455,068−65.2% | Reduced | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 683,872 | $5.57M | 1.2% | +340,472+99.1% | Added | History |
| TECXTectonic Therapeutic, Inc. | COM | 235,000 | $4.90M | 1.0% | −144,254−38.0% | Reduced | History |
| CDNACareDx, Inc. | COM | 250,000 | $4.71M | 1.0% | −254,030−50.4% | Reduced | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 95,000 | $3.84M | 0.8% | +95,000 | New | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 743,942 | $2.61M | 0.5% | −524,023−41.3% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 136,741 | $2.43M | 0.5% | −171,966−55.7% | Reduced | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 816,909 | $2.37M | 0.5% | +548,950+204.9% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 30,000 | $2.29M | 0.5% | −234,500−88.7% | Reduced | History |
| ABVXAbivax S.A. | SPONSORED ADS | 17,000 | $2.29M | 0.5% | +17,000 | New | History |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $2.11M | 0.4% | +250,244 | New | History |
| TEMTempus AI, Inc. | CL A | 35,000 | $2.07M | 0.4% | +35,000 | New | History |
| TBITrueBlue, Inc. | COM | 442,554 | $2.01M | 0.4% | +363,078+456.8% | Added | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,555,744 | $1.90M | 0.4% | +1,535,257+7,493.8% | Added | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 442,600 | $513.4K | 0.1% | −125,298−22.1% | Reduced | History |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 48,711 | $21.8M | 5.2% | History |
| DXCMDexcom Inc | COM | 195,217 | $13.1M | 3.2% | History |
| BHVNBiohaven Ltd. | COM | 600,000 | $9.01M | 2.2% | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 20,500 | $8.03M | 1.9% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 250,000 | $6.19M | 1.5% | History |
| ALGNAlign Technology Inc | COM | 19,442 | $2.43M | 0.6% | History |
| ARGXArgenx SE | SPONSORED ADR | 3,300 | $2.43M | 0.6% | History |
| TWSTTwist Bioscience Corp | COM | 75,000 | $2.11M | 0.5% | History |
| AKROAkero Therapeutics, Inc. | COM | 39,072 | $1.86M | 0.4% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 564,800 | $1.80M | 0.4% | History |
| SGHTSight Sciences, Inc. | COM | 439,941 | $1.51M | 0.4% | History |
| SDGRSchrodinger, Inc. | COM | 34,830 | $698.7K | 0.2% | History |
| PRTAProthena Corp Public Ltd Co | SHS | 20,000 | $195.2K | <0.1% | History |
| ACTUActuate Therapeutics, Inc. | COM | 885 | $5.92K | <0.1% | History |