Prosight Management, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Prosight Management, LP reported 39 stock positions worth $410.1 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 12.1% of the portfolio, followed by Unitedhealth (UNH, 8.4%) and Meiragtx (MGTX, 7.3%). Compared with Q1 2025, it opened 9 new positions, sold out of 8, added to 19 and reduced 10. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Mirum Pharmaceuticals (MIRM, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $410.1M (Q2 2025)
- SEC Filing
- 0001420506-25-002021 ↗ filed Aug 14, 2025
Holdings Value
Holdings 39 stocks · $410.1M
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 12.11% | 1,773,649 | $49.6M | Add +34.9% |
| UNH Unitedhealth Group Inc. | 8.37% | 110,000 | $34.3M | New |
| MGTX Meiragtx Holdings PLC | 7.29% | 4,587,423 | $29.9M | Add +24.3% |
| ADCT Adc Therapeutics SA | 6.84% | 10,467,771 | $28.1M | Add +9.7% |
| BBIO Bridgebio Pharma Inc. | 4.98% | 472,687 | $20.4M | Reduce -22.5% |
| ROIV Roivant Sciences Ltd. | 4.97% | 1,808,539 | $20.4M | Reduce -1.0% |
| FOLD Amicus Therapeutics Inc. | 4.86% | 3,480,044 | $19.9M | Add +152.3% |
| JANX Janux Therapeutics Inc. | 4.81% | 853,904 | $19.7M | Add +23.8% |
| KURA Kura Oncology Inc. | 4.48% | 3,181,184 | $18.4M | Add +53.1% |
| ZYME Zymeworks Inc. | 4.01% | 1,309,904 | $16.4M | Add +36.8% |
| ICLR Icon PLC | 3.50% | 98,558 | $14.3M | Add +64.0% |
| ARGX Argenx SE - ADR | 2.96% | 22,000 | $12.1M | Add +60.6% |
| MIRM Mirum Pharmaceuticals Inc. | 2.48% | 200,000 | $10.2M | Reduce -41.8% |
| SNDX Syndax Pharmaceuticals Inc. | 2.47% | 1,079,673 | $10.1M | Add +77.2% |
| TECX Tectonic Therapeutic Inc. | 2.14% | 442,056 | $8.8M | Add +10.8% |
| CRNX Crinetics Pharmaceuticals Inc. | 2.09% | 298,123 | $8.6M | New |
| CTMX Cytomx Therapeutics Inc. | 1.95% | 3,517,113 | $8.0M | Reduce -10.5% |
| IMVT Immunovant Inc. | 1.87% | 479,400 | $7.7M | Add +33.2% |
| BHVN Biohaven Ltd. | 1.85% | 539,071 | $7.6M | Add +439.1% |
| CON Concentra Group Holdings Par | 1.57% | 312,105 | $6.4M | New |
| LIVN Livanova PLC | 1.54% | 140,000 | $6.3M | Add +10.0% |
| DXCM Dexcom Inc. | 1.49% | 70,000 | $6.1M | New |
| CDNA Caredx Inc. | 1.44% | 302,808 | $5.9M | Add +121.7% |
| SEM Select Medical Holdings Corp. | 1.31% | 353,820 | $5.4M | New |
| STTK Shattuck Labs Inc. | 1.28% | 6,638,935 | $5.3M | No change |
| ACHC Acadia Healthcare Co. Inc. | 1.17% | 211,816 | $4.8M | Reduce -27.0% |
| CRBP Corbus Pharmaceuticals Holdi | 0.98% | 579,893 | $4.0M | Add +0.8% |
| RCKT Rocket Pharmaceuticals Inc. | 0.94% | 1,580,588 | $3.9M | Add +6.8% |
| SGHT Sight Sciences Inc. | 0.88% | 871,687 | $3.6M | Reduce -10.1% |
| AXGN Axogen Inc. | 0.75% | 282,809 | $3.1M | New |
| LNTH Lantheus Holdings Inc. | 0.69% | 34,576 | $2.8M | New |
| MURA Mural Oncology PLC | 0.54% | 900,000 | $2.2M | Add +112.9% |
| PRTA Prothena Corp. PLC | 0.40% | 267,800 | $1.6M | Reduce -34.4% |
| KIDS Orthopediatrics Corp. | 0.39% | 73,647 | $1.6M | New |
| PLRX Pliant Therapeutics Inc. | 0.24% | 837,400 | $971K | Add +150.5% |
| RNTX Rein Therapeutics Inc. | 0.15% | 427,919 | $599K | Reduce -0.5% |
| OKUR Onkure Therapeutics Inc. Class A | 0.09% | 159,692 | $382K | Reduce -14.4% |
| ERAS Erasca Inc. | 0.07% | 240,295 | $305K | Reduce -74.6% |
| PEPG Pepgen Inc. | 0.07% | 243,980 | $271K | New |
Portfolio Sells Q1 2025 → Q2 2025
| MIRM Mirum Pharmaceuticals Inc. | Reduce -41.8% | 2.48% | −2.60 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −2.50 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −2.28 |
| ABCL Abcellera Biologics Inc. | Sold out | 0.00% | −2.06 |
| BBIO Bridgebio Pharma Inc. | Reduce -22.5% | 4.98% | −1.95 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -27.0% | 1.17% | −1.72 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −1.37 |
| PRTA Prothena Corp. PLC | Reduce -34.4% | 0.40% | −1.26 |
| ROIV Roivant Sciences Ltd. | Reduce -1.0% | 4.97% | −1.08 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −1.06 |
| ADUS Addus Homecare Corp. | Sold out | 0.00% | −0.78 |
| SYRE Spyre Therapeutics Inc. | Sold out | 0.00% | −0.40 |
| ERAS Erasca Inc. | Reduce -74.6% | 0.07% | −0.35 |
| OKUR Onkure Therapeutics Inc. Class A | Reduce -14.4% | 0.09% | −0.17 |
| RNTX Rein Therapeutics Inc. | Reduce -0.5% | 0.15% | −0.10 |
| IMNM Immunome Inc. | Sold out | 0.00% | −0.05 |
| SGHT Sight Sciences Inc. | Reduce -10.1% | 0.88% | +0.11 |
| CTMX Cytomx Therapeutics Inc. | Reduce -10.5% | 1.95% | +1.13 |
Portfolio Buys Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | New | 8.37% | +8.37 |
| ADCT Adc Therapeutics SA | Add +9.7% | 6.84% | +2.42 |
| CRNX Crinetics Pharmaceuticals Inc. | New | 2.09% | +2.09 |
| CON Concentra Group Holdings Par | New | 1.57% | +1.57 |
| DXCM Dexcom Inc. | New | 1.49% | +1.49 |
| SEM Select Medical Holdings Corp. | New | 1.31% | +1.31 |
| LKFT Lakefront Biotherapeutic-ADR | Add +34.9% | 12.11% | +1.25 |
| FOLD Amicus Therapeutics Inc. | Add +152.3% | 4.86% | +1.16 |
| BHVN Biohaven Ltd. | Add +439.1% | 1.85% | +1.06 |
| AXGN Axogen Inc. | New | 0.75% | +0.75 |
| LNTH Lantheus Holdings Inc. | New | 0.69% | +0.69 |
| CDNA Caredx Inc. | Add +121.7% | 1.44% | +0.65 |
| KIDS Orthopediatrics Corp. | New | 0.39% | +0.39 |
| MURA Mural Oncology PLC | Add +112.9% | 0.54% | +0.37 |
| ARGX Argenx SE - ADR | Add +60.6% | 2.96% | +0.29 |
| ZYME Zymeworks Inc. | Add +36.8% | 4.01% | +0.26 |
| PLRX Pliant Therapeutics Inc. | Add +150.5% | 0.24% | +0.09 |
| PEPG Pepgen Inc. | New | 0.07% | +0.07 |
| ICLR Icon PLC | Add +64.0% | 3.50% | +0.04 |
| SNDX Syndax Pharmaceuticals Inc. | Add +77.2% | 2.47% | +0.01 |
| CRBP Corbus Pharmaceuticals Holdi | Add +0.8% | 0.98% | −0.03 |
| KURA Kura Oncology Inc. | Add +53.1% | 4.48% | −0.03 |
| LIVN Livanova PLC | Add +10.0% | 1.54% | −0.11 |
| IMVT Immunovant Inc. | Add +33.2% | 1.87% | −0.15 |
| TECX Tectonic Therapeutic Inc. | Add +10.8% | 2.14% | −0.18 |
| MGTX Meiragtx Holdings PLC | Add +24.3% | 7.29% | −0.93 |
| JANX Janux Therapeutics Inc. | Add +23.8% | 4.81% | −1.31 |
| RCKT Rocket Pharmaceuticals Inc. | Add +6.8% | 0.94% | −2.30 |
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 |