Prosight Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Prosight Management, LP disclosed 38 US equity positions worth $304.3m in its Q1 2025 13F filing. The largest position was LKFT at 10.9% of the reported book, followed by MGTX and BBIO. Against the Q4 2024 filing, it opened 6 new positions, added to 16 and reduced 13 among the top 38 holdings.
What did Prosight Management, LP own in Q1 2025? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LKFT GALAPAGOS NV | Healthcare | 10.9% | $33.0m | 1,314,898 | 28% | added |
| 2 | MGTX MEIRAGTX HLDGS PLC | 8.2% | $25.0m | 3,691,546 | -16% | reduced | |
| 3 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 6.9% | $21.1m | 610,000 | -39% | reduced |
| 4 | JANX JANUX THERAPEUTICS INC | Healthcare | 6.1% | $18.6m | 689,901 | 109% | added |
| 5 | ROIV ROIVANT SCIENCES LTD | Healthcare | 6.1% | $18.4m | 1,826,163 | 22% | added |
| 6 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 5.1% | $15.5m | 343,326 | -24% | reduced |
| 7 | KURA KURA ONCOLOGY INC | Healthcare | 4.5% | $13.7m | 2,078,315 | 57% | added |
| 8 | ADCT ADC THERAPEUTICS SA | Healthcare | 4.4% | $13.5m | 9,543,004 | 0% | held |
| 9 | ZYME ZYMEWORKS INC | Healthcare | 3.7% | $11.4m | 957,229 | 17% | added |
| 10 | AM6 AMICUS THERAPEUTICS INC | 3.7% | $11.3m | 1,379,383 | 50% | added | |
| 11 | ICLR ICON PLC | Healthcare | 3.5% | $10.5m | 60,099 | -29% | reduced |
| 12 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 3.2% | $9.9m | 1,480,000 | 36% | added |
| 13 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 2.9% | $8.8m | 290,000 | -58% | reduced |
| 14 | ARGX ARGENX SE | Healthcare | 2.7% | $8.1m | 13,700 | – | new |
| 15 | SDGR SCHRODINGER INC | Healthcare | 2.5% | $7.6m | 385,000 | -47% | reduced |
| 16 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.5% | $7.5m | 609,252 | -2% | reduced |
| 17 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 2.3% | $7.1m | 398,885 | – | new |
| 18 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.3% | $6.9m | 14,000 | – | new |
| 19 | STTK SHATTUCK LABS INC | Healthcare | 2.1% | $6.3m | 6,638,935 | 0% | held |
| 20 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 2.1% | $6.3m | 2,815,652 | -62% | reduced |
| 21 | IMVT IMMUNOVANT INC | Healthcare | 2.0% | $6.2m | 360,000 | 18% | added |
| 22 | PROTHENA CORP PLC | 1.7% | $5.1m | 408,122 | -2% | reduced | |
| 23 | LIVN LIVANOVA PLC | Healthcare | 1.6% | $5.0m | 127,300 | 82% | added |
| 24 | HAE HAEMONETICS CORP MASS | Healthcare | 1.4% | $4.2m | 65,400 | 40% | added |
| 25 | 2655787D BLUEPRINT MEDICINES CORP | 1.1% | $3.2m | 36,512 | -46% | reduced | |
| 26 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.0% | $3.1m | 575,136 | 113% | added |
| 27 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.8% | $2.5m | 3,930,008 | 1% | added |
| 28 | CDNA CAREDX INC | Healthcare | 0.8% | $2.4m | 136,593 | 71% | added |
| 29 | BHVN BIOHAVEN LTD | Healthcare | 0.8% | $2.4m | 100,000 | – | new |
| 30 | ADUS ADDUS HOMECARE CORP | Healthcare | 0.8% | $2.4m | 24,045 | – | new |
| 31 | SGHT SIGHT SCIENCES INC | 0.8% | $2.3m | 969,287 | 7% | added | |
| 32 | ERAS ERASCA INC | Healthcare | 0.4% | $1.3m | 947,110 | 0% | held |
| 33 | SYRE SPYRE THERAPEUTICS INC | 0.4% | $1.2m | 74,921 | -6% | reduced | |
| 34 | OKUR ONKURE THERAPEUTICS INC | 0.3% | $802.3k | 186,570 | 193% | added | |
| 35 | RNTX REIN THERAPEUTICS INC | 0.3% | $761.1k | 430,000 | 6% | added | |
| 36 | MURAL ONCOLOGY PUB LTD CO | 0.2% | $532.7k | 422,743 | -9% | reduced | |
| 37 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.1% | $451.3k | 334,263 | – | new |
| 38 | IMNM IMMUNOME INC | Healthcare | 0.1% | $158.9k | 23,618 | -57% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.