Prosight Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Prosight Management, LP disclosed 41 US equity positions worth $416.5m in its Q3 2025 13F filing. The largest position was LKFT at 9.6% of the reported book, followed by MGTX and ADCT. Against the Q2 2025 filing, it opened 10 new positions, added to 13 and reduced 18 among the top 41 holdings.
What did Prosight Management, LP own in Q3 2025? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LKFT GALAPAGOS NV | Healthcare | 9.6% | $39.8m | 1,150,000 | -35% | reduced |
| 2 | MGTX MEIRAGTX HLDGS PLC | 8.1% | $33.7m | 4,089,509 | -11% | reduced | |
| 3 | ADCT ADC THERAPEUTICS SA | Healthcare | 7.2% | $29.9m | 7,472,303 | -29% | reduced |
| 4 | KURA KURA ONCOLOGY INC | Healthcare | 5.9% | $24.4m | 2,758,516 | -13% | reduced |
| 5 | ISRG INTUITIVE SURGICAL INC | Healthcare | 5.2% | $21.8m | 48,711 | – | new |
| 6 | JANX JANUX THERAPEUTICS INC | Healthcare | 5.1% | $21.1m | 865,350 | 1% | added |
| 7 | ROIV ROIVANT SCIENCES LTD | Healthcare | 4.9% | $20.2m | 1,335,500 | -26% | reduced |
| 8 | ICLR ICON PLC | Healthcare | 4.6% | $19.2m | 109,500 | 11% | added |
| 9 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 3.7% | $15.4m | 1,003,400 | -7% | reduced |
| 10 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.3% | $13.7m | 264,500 | -44% | reduced |
| 11 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.3% | $13.7m | 328,684 | 10% | added | |
| 12 | AM6 AMICUS THERAPEUTICS INC | 3.2% | $13.5m | 1,709,533 | -51% | reduced | |
| 13 | DXCM DEXCOM INC | Healthcare | 3.2% | $13.1m | 195,217 | 179% | added |
| 14 | STTK SHATTUCK LABS INC | Healthcare | 3.1% | $13.0m | 5,451,195 | -18% | reduced |
| 15 | ZYME ZYMEWORKS INC | Healthcare | 3.1% | $12.8m | 749,611 | -43% | reduced |
| 16 | CON CONCENTRA GROUP HOLDINGS PAR | 3.1% | $12.8m | 610,000 | 95% | added | |
| 17 | IMVT IMMUNOVANT INC | Healthcare | 2.7% | $11.3m | 698,472 | 46% | added |
| 18 | SELECT MED HLDGS CORP | 2.7% | $11.2m | 874,915 | 147% | added | |
| 19 | BHVN BIOHAVEN LTD | Healthcare | 2.2% | $9.0m | 600,000 | 11% | added |
| 20 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.9% | $8.0m | 20,500 | – | new |
| 21 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.8% | $7.4m | 76,100 | – | new |
| 22 | CDNA CAREDX INC | Healthcare | 1.8% | $7.3m | 504,030 | 66% | added |
| 23 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.5% | $6.2m | 250,000 | 18% | added |
| 24 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.4% | $6.0m | 379,254 | -14% | reduced |
| 25 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 1.4% | $5.7m | 308,707 | 319% | added |
| 26 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.0% | $4.3m | 343,400 | -41% | reduced |
| 27 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 1.0% | $4.1m | 1,267,965 | -20% | reduced |
| 28 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 0.7% | $2.7m | 76,991 | – | new |
| 29 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 0.6% | $2.4m | 19,442 | – | new |
| 30 | ARGX ARGENX SE | Healthcare | 0.6% | $2.4m | 3,300 | -85% | reduced |
| 31 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.5% | $2.1m | 75,000 | – | new |
| 32 | AKERO THERAPEUTICS INC | 0.4% | $1.9m | 39,072 | – | new | |
| 33 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.4% | $1.8m | 564,800 | -84% | reduced |
| 34 | SGHT SIGHT SCIENCES INC | 0.4% | $1.5m | 439,941 | -50% | reduced | |
| 35 | OKUR ONKURE THERAPEUTICS INC | 0.2% | $736.9k | 267,959 | 68% | added | |
| 36 | SDGR SCHRODINGER INC | Healthcare | 0.2% | $698.7k | 34,830 | – | new |
| 37 | RNTX REIN THERAPEUTICS INC | 0.2% | $650.2k | 567,898 | 33% | added | |
| 38 | TBI TRUEBLUE INC | Industrials | 0.1% | $487.2k | 79,476 | – | new |
| 39 | PROTHENA CORP PLC | 0.0% | $195.2k | 20,000 | -93% | reduced | |
| 40 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.0% | $30.3k | 20,487 | -98% | reduced |
| 41 | ACTUATE THERAPEUTICS ORD | 0.0% | $5.9k | 885 | – | 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.