Prosight Management, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Prosight Management, LP reported 38 stock positions worth $304.3 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 10.9% of the portfolio, followed by Meiragtx (MGTX, 8.2%) and Bridgebio Pharma (BBIO, 6.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 17 and reduced 13. The biggest buy was Lakefront Biotherapeutic-ADR (LKFT, shares +28%) and the biggest sale Acadia Healthcare (ACHC, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $304.3M (Q1 2025)
- SEC Filing
- 0001420506-25-001167 ↗ filed May 15, 2025
Holdings Value
Holdings 38 stocks · $304.3M
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 10.85% | 1,314,898 | $33.0M | Add +28.3% |
| MGTX Meiragtx Holdings PLC | 8.22% | 3,691,546 | $25.0M | Reduce -15.9% |
| BBIO Bridgebio Pharma Inc. | 6.93% | 610,000 | $21.1M | Reduce -38.7% |
| JANX Janux Therapeutics Inc. | 6.12% | 689,901 | $18.6M | Add +109.2% |
| ROIV Roivant Sciences Ltd. | 6.05% | 1,826,163 | $18.4M | Add +21.7% |
| MIRM Mirum Pharmaceuticals Inc. | 5.08% | 343,326 | $15.5M | Reduce -23.9% |
| KURA Kura Oncology Inc. | 4.51% | 2,078,315 | $13.7M | Add +56.9% |
| ADCT Adc Therapeutics SA | 4.42% | 9,543,004 | $13.5M | Add +0.3% |
| ZYME Zymeworks Inc. | 3.75% | 957,229 | $11.4M | Add +16.7% |
| FOLD Amicus Therapeutics Inc. | 3.70% | 1,379,383 | $11.3M | Add +49.9% |
| ICLR Icon PLC | 3.46% | 60,099 | $10.5M | Reduce -29.3% |
| RCKT Rocket Pharmaceuticals Inc. | 3.24% | 1,480,000 | $9.9M | Add +35.9% |
| ACHC Acadia Healthcare Co. Inc. | 2.89% | 290,000 | $8.8M | Reduce -58.1% |
| ARGX Argenx SE - ADR | 2.66% | 13,700 | $8.1M | New |
| SDGR Schrodinger Inc. | 2.50% | 385,000 | $7.6M | Reduce -46.6% |
| SNDX Syndax Pharmaceuticals Inc. | 2.46% | 609,252 | $7.5M | Reduce -1.7% |
| TECX Tectonic Therapeutic Inc. | 2.32% | 398,885 | $7.1M | New |
| ISRG Intuitive Surgical Inc. | 2.28% | 14,000 | $6.9M | New |
| STTK Shattuck Labs Inc. | 2.07% | 6,638,935 | $6.3M | No change |
| ABCL Abcellera Biologics Inc. | 2.06% | 2,815,652 | $6.3M | Reduce -61.7% |
| IMVT Immunovant Inc. | 2.02% | 360,000 | $6.2M | Add +17.8% |
| PRTA Prothena Corp. PLC | 1.66% | 408,122 | $5.1M | Reduce -2.4% |
| LIVN Livanova PLC | 1.64% | 127,300 | $5.0M | Add +81.9% |
| HAE Haemonetics Corp. | 1.37% | 65,400 | $4.2M | Add +40.0% |
| BPMC Blueprint Medicines Corp. | 1.06% | 36,512 | $3.2M | Reduce -45.5% |
| CRBP Corbus Pharmaceuticals Holdi | 1.00% | 575,136 | $3.1M | Add +113.0% |
| CTMX Cytomx Therapeutics Inc. | 0.82% | 3,930,008 | $2.5M | Add +0.6% |
| CDNA Caredx Inc. | 0.80% | 136,593 | $2.4M | Add +70.7% |
| BHVN Biohaven Ltd. | 0.79% | 100,000 | $2.4M | New |
| ADUS Addus Homecare Corp. | 0.78% | 24,045 | $2.4M | New |
| SGHT Sight Sciences Inc. | 0.76% | 969,287 | $2.3M | Add +6.7% |
| ERAS Erasca Inc. | 0.43% | 947,110 | $1.3M | No change |
| SYRE Spyre Therapeutics Inc. | 0.40% | 74,921 | $1.2M | Reduce -6.3% |
| OKUR Onkure Therapeutics Inc. Class A | 0.26% | 186,570 | $802K | Add +192.6% |
| RNTX Rein Therapeutics Inc. | 0.25% | 430,000 | $761K | Add +6.2% |
| MURA Mural Oncology PLC | 0.17% | 422,743 | $533K | Reduce -9.4% |
| PLRX Pliant Therapeutics Inc. | 0.15% | 334,263 | $451K | New |
| IMNM Immunome Inc. | 0.05% | 23,618 | $159K | Reduce -56.5% |
Portfolio Sells Q4 2024 → Q1 2025
| ACHC Acadia Healthcare Co. Inc. | Reduce -58.1% | 2.89% | −4.80 |
| ABCL Abcellera Biologics Inc. | Reduce -61.7% | 2.06% | −3.97 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −2.37 |
| ICLR Icon PLC | Reduce -29.3% | 3.46% | −1.54 |
| SDGR Schrodinger Inc. | Reduce -46.6% | 2.50% | −1.40 |
| CNC Centene Corp. | Sold out | 0.00% | −0.93 |
| BBIO Bridgebio Pharma Inc. | Reduce -38.7% | 6.93% | −0.72 |
| BPMC Blueprint Medicines Corp. | Reduce -45.5% | 1.06% | −0.58 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.29 |
| MURA Mural Oncology PLC | Reduce -9.4% | 0.17% | −0.25 |
| MIRM Mirum Pharmaceuticals Inc. | Reduce -23.9% | 5.08% | −0.14 |
| SYRE Spyre Therapeutics Inc. | Reduce -6.3% | 0.40% | −0.12 |
| IMNM Immunome Inc. | Reduce -56.5% | 0.05% | −0.11 |
| PRTA Prothena Corp. PLC | Reduce -2.4% | 1.66% | +0.04 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -1.7% | 2.46% | +0.16 |
| MGTX Meiragtx Holdings PLC | Reduce -15.9% | 8.22% | +0.73 |
Portfolio Buys Q4 2024 → Q1 2025
| LKFT Lakefront Biotherapeutic-ADR | Add +28.3% | 10.85% | +2.96 |
| ARGX Argenx SE - ADR | New | 2.66% | +2.66 |
| TECX Tectonic Therapeutic Inc. | New | 2.32% | +2.32 |
| ISRG Intuitive Surgical Inc. | New | 2.28% | +2.28 |
| KURA Kura Oncology Inc. | Add +56.9% | 4.51% | +1.27 |
| FOLD Amicus Therapeutics Inc. | Add +49.9% | 3.70% | +1.27 |
| JANX Janux Therapeutics Inc. | Add +109.2% | 6.12% | +1.17 |
| ROIV Roivant Sciences Ltd. | Add +21.7% | 6.05% | +1.08 |
| BHVN Biohaven Ltd. | New | 0.79% | +0.79 |
| ADUS Addus Homecare Corp. | New | 0.78% | +0.78 |
| LIVN Livanova PLC | Add +81.9% | 1.64% | +0.73 |
| ZYME Zymeworks Inc. | Add +16.7% | 3.75% | +0.38 |
| HAE Haemonetics Corp. | Add +40.0% | 1.37% | +0.34 |
| CDNA Caredx Inc. | Add +70.7% | 0.80% | +0.32 |
| PLRX Pliant Therapeutics Inc. | New | 0.15% | +0.15 |
| CRBP Corbus Pharmaceuticals Holdi | Add +113.0% | 1.00% | +0.11 |
| OKUR Onkure Therapeutics Inc. Class A | Add +192.6% | 0.26% | +0.11 |
| RNTX Rein Therapeutics Inc. | Add +6.2% | 0.25% | −0.01 |
| IMVT Immunovant Inc. | Add +17.8% | 2.02% | −0.10 |
| SGHT Sight Sciences Inc. | Add +6.7% | 0.76% | −0.16 |
| CTMX Cytomx Therapeutics Inc. | Add +0.6% | 0.82% | −0.31 |
| RCKT Rocket Pharmaceuticals Inc. | Add +35.9% | 3.24% | −0.59 |
| ADCT Adc Therapeutics SA | Add +0.3% | 4.42% | −0.88 |
Options Activity Q4 2024 → Q1 2025
| GALAPAGOS NV | call | Sold out | 176,900 | $4.9Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $580.4M | LKFT, JANX, NKTR, BSX, STTK |
| Q1 2026 | 46 | $609.8M | NKTR, BSX, JANX, PRCT, LKFT |
| Q4 2025 | 38 | $483.9M | PRCT, LKFT, JANX, ADCT, KURA |
| Q3 2025 | 41 | $416.5M | LKFT, MGTX, ADCT, KURA, ISRG |
| Q2 2025 | 39 | $410.1M | LKFT, UNH, MGTX, ADCT, BBIO |
| Q1 2025 | 38 | $304.3M | LKFT, MGTX, BBIO, JANX, ROIV |
| Q4 2024 | 35 | $357.0M | LKFT, ACHC, BBIO, MGTX, ABCL |
| Q3 2024 | 41 | $394.4M | ADCT, LKFT, BBIO, ABCL, MGTX |
| Q2 2024 | 46 | $334.6M | LKFT, ADCT, ROIV, BBIO, ZBH |
| Q1 2024 | 44 | $359.5M | STTK, ADCT, LKFT, MGTX, KURA |