Prosight Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Prosight Management, LP disclosed 38 US equity positions worth $483.9m in its Q4 2025 13F filing. The largest position was PRCT at 9.0% of the reported book, followed by LKFT and JANX. Against the Q3 2025 filing, it opened 11 new positions, added to 10 and reduced 16 among the top 38 holdings.
What did Prosight Management, LP own in Q4 2025? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 9.0% | $43.4m | 1,380,000 | 1692% | added |
| 2 | LKFT GALAPAGOS NV | Healthcare | 7.3% | $35.1m | 1,074,112 | -7% | reduced |
| 3 | JANX JANUX THERAPEUTICS INC | Healthcare | 6.8% | $33.0m | 2,392,523 | 176% | added |
| 4 | ADCT ADC THERAPEUTICS SA | Healthcare | 6.2% | $29.9m | 8,477,338 | 13% | added |
| 5 | KURA KURA ONCOLOGY INC | Healthcare | 5.4% | $26.3m | 2,529,600 | -8% | reduced |
| 6 | MGTX MEIRAGTX HLDGS PLC | 5.3% | $25.5m | 3,209,788 | -22% | reduced | |
| 7 | NKTR NEKTAR THERAPEUTICS | Healthcare | 4.8% | $23.4m | 554,633 | – | new |
| 8 | VEEV VEEVA SYS INC | Healthcare | 4.2% | $20.1m | 90,133 | – | new |
| 9 | ICLR ICON PLC | Healthcare | 4.1% | $20.0m | 110,000 | 0% | held |
| 10 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 4.1% | $20.0m | 210,000 | 176% | added |
| 11 | CON CONCENTRA GROUP HOLDINGS PAR | 3.6% | $17.5m | 891,030 | 46% | added | |
| 12 | PHR PHREESIA INC | Healthcare | 3.4% | $16.5m | 977,152 | – | new |
| 13 | AM6 AMICUS THERAPEUTICS INC | 3.4% | $16.4m | 1,150,000 | -33% | reduced | |
| 14 | SELECT MED HLDGS CORP | 3.2% | $15.4m | 1,035,086 | 18% | added | |
| 15 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 2.9% | $14.0m | 665,000 | -34% | reduced |
| 16 | ZYME ZYMEWORKS INC | Healthcare | 2.9% | $14.0m | 530,393 | -29% | reduced |
| 17 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.8% | $13.6m | 627,162 | -53% | reduced |
| 18 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.5% | $12.2m | 262,904 | -20% | reduced | |
| 19 | AVTR AVANTOR INC | Healthcare | 2.1% | $10.3m | 898,499 | – | new |
| 20 | STTK SHATTUCK LABS INC | Healthcare | 1.8% | $8.7m | 2,381,502 | -56% | reduced |
| 21 | LH LABCORP HOLDINGS INC | Healthcare | 1.8% | $8.7m | 34,532 | – | new |
| 22 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.5% | $7.2m | 55,000 | – | new |
| 23 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.4% | $6.8m | 17,109 | – | new |
| 24 | IMVT IMMUNOVANT INC | Healthcare | 1.3% | $6.2m | 243,404 | -65% | reduced |
| 25 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.2% | $5.6m | 683,872 | 99% | added |
| 26 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.0% | $4.9m | 235,000 | -38% | reduced |
| 27 | CDNA CAREDX INC | Healthcare | 1.0% | $4.7m | 250,000 | -50% | reduced |
| 28 | 430 TERNS PHARMACEUTICALS INC | 0.8% | $3.8m | 95,000 | – | new | |
| 29 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.5% | $2.6m | 743,942 | -41% | reduced |
| 30 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.5% | $2.4m | 136,741 | -56% | reduced |
| 31 | OKUR ONKURE THERAPEUTICS INC | 0.5% | $2.4m | 816,909 | 205% | added | |
| 32 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.5% | $2.3m | 30,000 | -89% | reduced |
| 33 | ABVX ABIVAX SA | 0.5% | $2.3m | 17,000 | – | new | |
| 34 | ACET ADICET BIO INC | 0.4% | $2.1m | 250,244 | – | new | |
| 35 | TEM TEMPUS AI INC | Healthcare | 0.4% | $2.1m | 35,000 | – | new |
| 36 | TBI TRUEBLUE INC | Industrials | 0.4% | $2.0m | 442,554 | 457% | added |
| 37 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.4% | $1.9m | 1,555,744 | 7494% | added |
| 38 | RNTX REIN THERAPEUTICS INC | 0.1% | $513.4k | 442,600 | -22% | 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.