Prosight Management, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Prosight Management, LP reported 41 stock positions worth $416.5 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 9.6% of the portfolio, followed by Meiragtx (MGTX, 8.1%) and Adc Therapeutics (ADCT, 7.2%). Compared with Q2 2025, it opened 10 new positions, sold out of 8, added to 13 and reduced 18. The biggest buy was a new position in Intuitive Surgical (ISRG) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $416.5M (Q3 2025)
- SEC Filing
- 0001420506-25-003233 ↗ filed Nov 14, 2025
Holdings Value
Holdings 41 stocks · $416.5M
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 9.56% | 1,150,000 | $39.8M | Reduce -35.2% |
| MGTX Meiragtx Holdings PLC | 8.08% | 4,089,509 | $33.7M | Reduce -10.8% |
| ADCT Adc Therapeutics SA | 7.18% | 7,472,303 | $29.9M | Reduce -28.6% |
| KURA Kura Oncology Inc. | 5.86% | 2,758,516 | $24.4M | Reduce -13.3% |
| ISRG Intuitive Surgical Inc. | 5.23% | 48,711 | $21.8M | New |
| JANX Janux Therapeutics Inc. | 5.08% | 865,350 | $21.1M | Add +1.3% |
| ROIV Roivant Sciences Ltd. | 4.85% | 1,335,500 | $20.2M | Reduce -26.2% |
| ICLR Icon PLC | 4.60% | 109,500 | $19.2M | Add +11.1% |
| SNDX Syndax Pharmaceuticals Inc. | 3.71% | 1,003,400 | $15.4M | Reduce -7.1% |
| BBIO Bridgebio Pharma Inc. | 3.30% | 264,500 | $13.7M | Reduce -44.0% |
| CRNX Crinetics Pharmaceuticals Inc. | 3.29% | 328,684 | $13.7M | Add +10.3% |
| FOLD Amicus Therapeutics Inc. | 3.23% | 1,709,533 | $13.5M | Reduce -50.9% |
| DXCM Dexcom Inc. | 3.15% | 195,217 | $13.1M | Add +178.9% |
| STTK Shattuck Labs Inc. | 3.13% | 5,451,195 | $13.0M | Reduce -17.9% |
| ZYME Zymeworks Inc. | 3.07% | 749,611 | $12.8M | Reduce -42.8% |
| CON Concentra Group Holdings Par | 3.07% | 610,000 | $12.8M | Add +95.5% |
| IMVT Immunovant Inc. | 2.70% | 698,472 | $11.3M | Add +45.7% |
| SEM Select Medical Holdings Corp. | 2.70% | 874,915 | $11.2M | Add +147.3% |
| BHVN Biohaven Ltd. | 2.16% | 600,000 | $9.0M | Add +11.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.93% | 20,500 | $8.0M | New |
| BSX Boston Scientific Corp. | 1.78% | 76,100 | $7.4M | New |
| CDNA Caredx Inc. | 1.76% | 504,030 | $7.3M | Add +66.5% |
| ACHC Acadia Healthcare Co. Inc. | 1.49% | 250,000 | $6.2M | Add +18.0% |
| TECX Tectonic Therapeutic Inc. | 1.43% | 379,254 | $6.0M | Reduce -14.2% |
| KIDS Orthopediatrics Corp. | 1.37% | 308,707 | $5.7M | Add +319.2% |
| CRBP Corbus Pharmaceuticals Holdi | 1.04% | 343,400 | $4.3M | Reduce -40.8% |
| RCKT Rocket Pharmaceuticals Inc. | 0.99% | 1,267,965 | $4.1M | Reduce -19.8% |
| PRCT Procept Biorobotics Corp. | 0.66% | 76,991 | $2.7M | New |
| ALGN Align Technology Inc. | 0.58% | 19,442 | $2.4M | New |
| ARGX Argenx SE - ADR | 0.58% | 3,300 | $2.4M | Reduce -85.0% |
| TWST Twist Bioscience Corp. | 0.51% | 75,000 | $2.1M | New |
| AKRO Akero Therapeutics Inc. | 0.45% | 39,072 | $1.9M | New |
| CTMX Cytomx Therapeutics Inc. | 0.43% | 564,800 | $1.8M | Reduce -83.9% |
| SGHT Sight Sciences Inc. | 0.36% | 439,941 | $1.5M | Reduce -49.5% |
| OKUR Onkure Therapeutics Inc. Class A | 0.18% | 267,959 | $737K | Add +67.8% |
| SDGR Schrodinger Inc. | 0.17% | 34,830 | $699K | New |
| RNTX Rein Therapeutics Inc. | 0.16% | 567,898 | $650K | Add +32.7% |
| TBI Trueblue Inc. | 0.12% | 79,476 | $487K | New |
| PRTA Prothena Corp. PLC | 0.05% | 20,000 | $195K | Reduce -92.5% |
| PLRX Pliant Therapeutics Inc. | 0.01% | 20,487 | $30K | Reduce -97.5% |
| ACTU Actuate Therapeutics Inc. | 0.00% | 885 | $6K | New |
Options reported separately and not counted above: CORCEPT THERAPEUTICS INC calls ($12.3M).
Portfolio Sells Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −8.37 |
| LKFT Lakefront Biotherapeutic-ADR | Reduce -35.2% | 9.56% | −2.54 |
| MIRM Mirum Pharmaceuticals Inc. | Sold out | 0.00% | −2.48 |
| ARGX Argenx SE - ADR | Reduce -85.0% | 0.58% | −2.37 |
| BBIO Bridgebio Pharma Inc. | Reduce -44.0% | 3.30% | −1.68 |
| FOLD Amicus Therapeutics Inc. | Reduce -50.9% | 3.23% | −1.63 |
| LIVN Livanova PLC | Sold out | 0.00% | −1.54 |
| CTMX Cytomx Therapeutics Inc. | Reduce -83.9% | 0.43% | −1.51 |
| ZYME Zymeworks Inc. | Reduce -42.8% | 3.07% | −0.93 |
| AXGN Axogen Inc. | Sold out | 0.00% | −0.75 |
| TECX Tectonic Therapeutic Inc. | Reduce -14.2% | 1.43% | −0.71 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.69 |
| MURA Mural Oncology PLC | Sold out | 0.00% | −0.54 |
| SGHT Sight Sciences Inc. | Reduce -49.5% | 0.36% | −0.51 |
| PRTA Prothena Corp. PLC | Reduce -92.5% | 0.05% | −0.35 |
| PLRX Pliant Therapeutics Inc. | Reduce -97.5% | 0.01% | −0.23 |
| ROIV Roivant Sciences Ltd. | Reduce -26.2% | 4.85% | −0.12 |
| ERAS Erasca Inc. | Sold out | 0.00% | −0.07 |
| PEPG Pepgen Inc. | Sold out | 0.00% | −0.07 |
| RCKT Rocket Pharmaceuticals Inc. | Reduce -19.8% | 0.99% | +0.05 |
| CRBP Corbus Pharmaceuticals Holdi | Reduce -40.8% | 1.04% | +0.07 |
| ADCT Adc Therapeutics SA | Reduce -28.6% | 7.18% | +0.34 |
| MGTX Meiragtx Holdings PLC | Reduce -10.8% | 8.08% | +0.79 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -7.1% | 3.71% | +1.24 |
| KURA Kura Oncology Inc. | Reduce -13.3% | 5.86% | +1.39 |
| STTK Shattuck Labs Inc. | Reduce -17.9% | 3.13% | +1.85 |
Portfolio Buys Q2 2025 → Q3 2025
| ISRG Intuitive Surgical Inc. | New | 5.23% | +5.23 |
| VRTX Vertex Pharmaceuticals Inc. | New | 1.93% | +1.93 |
| BSX Boston Scientific Corp. | New | 1.78% | +1.78 |
| DXCM Dexcom Inc. | Add +178.9% | 3.15% | +1.66 |
| CON Concentra Group Holdings Par | Add +95.5% | 3.07% | +1.50 |
| SEM Select Medical Holdings Corp. | Add +147.3% | 2.70% | +1.39 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +10.3% | 3.29% | +1.20 |
| ICLR Icon PLC | Add +11.1% | 4.60% | +1.10 |
| KIDS Orthopediatrics Corp. | Add +319.2% | 1.37% | +0.99 |
| IMVT Immunovant Inc. | Add +45.7% | 2.70% | +0.83 |
| PRCT Procept Biorobotics Corp. | New | 0.66% | +0.66 |
| ALGN Align Technology Inc. | New | 0.58% | +0.58 |
| TWST Twist Bioscience Corp. | New | 0.51% | +0.51 |
| AKRO Akero Therapeutics Inc. | New | 0.45% | +0.45 |
| CDNA Caredx Inc. | Add +66.5% | 1.76% | +0.32 |
| ACHC Acadia Healthcare Co. Inc. | Add +18.0% | 1.49% | +0.31 |
| BHVN Biohaven Ltd. | Add +11.3% | 2.16% | +0.31 |
| JANX Janux Therapeutics Inc. | Add +1.3% | 5.08% | +0.27 |
| SDGR Schrodinger Inc. | New | 0.17% | +0.17 |
| TBI Trueblue Inc. | New | 0.12% | +0.12 |
| OKUR Onkure Therapeutics Inc. Class A | Add +67.8% | 0.18% | +0.08 |
| RNTX Rein Therapeutics Inc. | Add +32.7% | 0.16% | +0.01 |
| ACTU Actuate Therapeutics Inc. | New | 0.00% | +0.00 |
Options Activity Q2 2025 → Q3 2025
| CORCEPT THERAPEUTICS INC | call | New | 147,800 | $12.3M |
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 |