Prosight Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Prosight Management, LP disclosed 39 US equity positions worth $410.1m in its Q2 2025 13F filing. The largest position was LKFT at 12.1% of the reported book, followed by UNH and MGTX. Against the Q1 2025 filing, it opened 9 new positions, added to 19 and reduced 9 among the top 39 holdings.
What did Prosight Management, LP own in Q2 2025? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LKFT GALAPAGOS NV | Healthcare | 12.1% | $49.6m | 1,773,649 | 35% | added |
| 2 | UNH UNITEDHEALTH GROUP INC | Healthcare | 8.4% | $34.3m | 110,000 | – | new |
| 3 | MGTX MEIRAGTX HLDGS PLC | 7.3% | $29.9m | 4,587,423 | 24% | added | |
| 4 | ADCT ADC THERAPEUTICS SA | Healthcare | 6.8% | $28.1m | 10,467,771 | 10% | added |
| 5 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 5.0% | $20.4m | 472,687 | -23% | reduced |
| 6 | ROIV ROIVANT SCIENCES LTD | Healthcare | 5.0% | $20.4m | 1,808,539 | -1% | reduced |
| 7 | AM6 AMICUS THERAPEUTICS INC | 4.9% | $19.9m | 3,480,044 | 152% | added | |
| 8 | JANX JANUX THERAPEUTICS INC | Healthcare | 4.8% | $19.7m | 853,904 | 24% | added |
| 9 | KURA KURA ONCOLOGY INC | Healthcare | 4.5% | $18.4m | 3,181,184 | 53% | added |
| 10 | ZYME ZYMEWORKS INC | Healthcare | 4.0% | $16.4m | 1,309,904 | 37% | added |
| 11 | ICLR ICON PLC | Healthcare | 3.5% | $14.3m | 98,558 | 64% | added |
| 12 | ARGX ARGENX SE | Healthcare | 3.0% | $12.1m | 22,000 | 61% | added |
| 13 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 2.5% | $10.2m | 200,000 | -42% | reduced |
| 14 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.5% | $10.1m | 1,079,673 | 77% | added |
| 15 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 2.1% | $8.8m | 442,056 | 11% | added |
| 16 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.1% | $8.6m | 298,123 | – | new | |
| 17 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 1.9% | $8.0m | 3,517,113 | -11% | reduced |
| 18 | IMVT IMMUNOVANT INC | Healthcare | 1.9% | $7.7m | 479,400 | 33% | added |
| 19 | BHVN BIOHAVEN LTD | Healthcare | 1.9% | $7.6m | 539,071 | 439% | added |
| 20 | CON CONCENTRA GROUP HOLDINGS PAR | 1.6% | $6.4m | 312,105 | – | new | |
| 21 | LIVN LIVANOVA PLC | Healthcare | 1.5% | $6.3m | 140,000 | 10% | added |
| 22 | DXCM DEXCOM INC | Healthcare | 1.5% | $6.1m | 70,000 | – | new |
| 23 | CDNA CAREDX INC | Healthcare | 1.4% | $5.9m | 302,808 | 122% | added |
| 24 | SELECT MED HLDGS CORP | 1.3% | $5.4m | 353,820 | – | new | |
| 25 | STTK SHATTUCK LABS INC | Healthcare | 1.3% | $5.3m | 6,638,935 | 0% | held |
| 26 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.2% | $4.8m | 211,816 | -27% | reduced |
| 27 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.0% | $4.0m | 579,893 | 1% | added |
| 28 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.9% | $3.9m | 1,580,588 | 7% | added |
| 29 | SGHT SIGHT SCIENCES INC | 0.9% | $3.6m | 871,687 | -10% | reduced | |
| 30 | AXGN AXOGEN INC | Healthcare | 0.7% | $3.1m | 282,809 | – | new |
| 31 | LNTH LANTHEUS HLDGS INC | Healthcare | 0.7% | $2.8m | 34,576 | – | new |
| 32 | MURAL ONCOLOGY PUB LTD CO | 0.5% | $2.2m | 900,000 | 113% | added | |
| 33 | PROTHENA CORP PLC | 0.4% | $1.6m | 267,800 | -34% | reduced | |
| 34 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.4% | $1.6m | 73,647 | – | new |
| 35 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.2% | $971.4k | 837,400 | 151% | added |
| 36 | RNTX REIN THERAPEUTICS INC | 0.1% | $599.1k | 427,919 | -0% | held | |
| 37 | OKUR ONKURE THERAPEUTICS INC | 0.1% | $381.7k | 159,692 | -14% | reduced | |
| 38 | ERAS ERASCA INC | Healthcare | 0.1% | $305.2k | 240,295 | -75% | reduced |
| 39 | PEPG PEPGEN INC | Healthcare | 0.1% | $270.8k | 243,980 | – | new |
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.