Prosight Management, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Prosight Management, LP reported 38 stock positions worth $483.9 million. Its top holding was Procept Biorobotics (PRCT) at 9.0% of the portfolio, followed by Lakefront Biotherapeutic-ADR (LKFT, 7.3%) and Janux Therapeutics (JANX, 6.8%). Compared with Q3 2025, it opened 11 new positions, sold out of 14, added to 11 and reduced 16. The biggest buy was Procept Biorobotics (PRCT, shares +1692%) and the biggest sale an exit from Intuitive Surgical (ISRG).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $483.9M (Q4 2025)
- SEC Filing
- 0001420506-26-000422 ↗ filed Feb 13, 2026
Holdings Value
Holdings 38 stocks · $483.9M
| PRCT Procept Biorobotics Corp. | 8.97% | 1,380,000 | $43.4M | Add +1692.4% |
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 7.26% | 1,074,112 | $35.1M | Reduce -6.6% |
| JANX Janux Therapeutics Inc. | 6.82% | 2,392,523 | $33.0M | Add +176.5% |
| ADCT Adc Therapeutics SA | 6.18% | 8,477,338 | $29.9M | Add +13.4% |
| KURA Kura Oncology Inc. | 5.43% | 2,529,600 | $26.3M | Reduce -8.3% |
| MGTX Meiragtx Holdings PLC | 5.27% | 3,209,788 | $25.5M | Reduce -21.5% |
| NKTR Nektar Therapeutics | 4.85% | 554,633 | $23.4M | New |
| VEEV Veeva Systems Inc. Class A | 4.16% | 90,133 | $20.1M | New |
| ICLR Icon PLC | 4.14% | 110,000 | $20.0M | Add +0.5% |
| BSX Boston Scientific Corp. | 4.14% | 210,000 | $20.0M | Add +175.9% |
| CON Concentra Group Holdings Par | 3.62% | 891,030 | $17.5M | Add +46.1% |
| PHR Phreesia Inc. | 3.42% | 977,152 | $16.5M | New |
| FOLD Amicus Therapeutics Inc. | 3.38% | 1,150,000 | $16.4M | Reduce -32.7% |
| SEM Select Medical Holdings Corp. | 3.18% | 1,035,086 | $15.4M | Add +18.3% |
| SNDX Syndax Pharmaceuticals Inc. | 2.89% | 665,000 | $14.0M | Reduce -33.7% |
| ZYME Zymeworks Inc. | 2.89% | 530,393 | $14.0M | Reduce -29.2% |
| ROIV Roivant Sciences Ltd. | 2.81% | 627,162 | $13.6M | Reduce -53.0% |
| CRNX Crinetics Pharmaceuticals Inc. | 2.53% | 262,904 | $12.2M | Reduce -20.0% |
| AVTR Avantor Inc. | 2.13% | 898,499 | $10.3M | New |
| STTK Shattuck Labs Inc. | 1.80% | 2,381,502 | $8.7M | Reduce -56.3% |
| LH Labcorp Holdings Inc. | 1.79% | 34,532 | $8.7M | New |
| WGS Genedx Holdings Corp. | 1.48% | 55,000 | $7.2M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 1.41% | 17,109 | $6.8M | New |
| IMVT Immunovant Inc. | 1.28% | 243,404 | $6.2M | Reduce -65.2% |
| CRBP Corbus Pharmaceuticals Holdi | 1.15% | 683,872 | $5.6M | Add +99.2% |
| TECX Tectonic Therapeutic Inc. | 1.01% | 235,000 | $4.9M | Reduce -38.0% |
| CDNA Caredx Inc. | 0.97% | 250,000 | $4.7M | Reduce -50.4% |
| TERN Terns Pharmaceuticals Inc. | 0.79% | 95,000 | $3.8M | New |
| RCKT Rocket Pharmaceuticals Inc. | 0.54% | 743,942 | $2.6M | Reduce -41.3% |
| KIDS Orthopediatrics Corp. | 0.50% | 136,741 | $2.4M | Reduce -55.7% |
| OKUR Onkure Therapeutics Inc. Class A | 0.49% | 816,909 | $2.4M | Add +204.9% |
| BBIO Bridgebio Pharma Inc. | 0.47% | 30,000 | $2.3M | Reduce -88.7% |
| ABVX Abivax SA-ADR | 0.47% | 17,000 | $2.3M | New |
| ACET Adicet Bio Inc. | 0.44% | 250,244 | $2.1M | New |
| TEM Tempus AI Inc. Class A | 0.43% | 35,000 | $2.1M | New |
| TBI Trueblue Inc. | 0.42% | 442,554 | $2.0M | Add +456.8% |
| PLRX Pliant Therapeutics Inc. | 0.39% | 1,555,744 | $1.9M | Add +7493.8% |
| RNTX Rein Therapeutics Inc. | 0.11% | 442,600 | $513K | Reduce -22.1% |
Portfolio Sells Q3 2025 → Q4 2025
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −5.23 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −3.15 |
| BBIO Bridgebio Pharma Inc. | Reduce -88.7% | 0.47% | −2.82 |
| MGTX Meiragtx Holdings PLC | Reduce -21.5% | 5.27% | −2.81 |
| LKFT Lakefront Biotherapeutic-ADR | Reduce -6.6% | 7.26% | −2.31 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −2.16 |
| ROIV Roivant Sciences Ltd. | Reduce -53.0% | 2.81% | −2.04 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.93 |
| ACHC Acadia Healthcare Co. Inc. | Sold out | 0.00% | −1.49 |
| IMVT Immunovant Inc. | Reduce -65.2% | 1.28% | −1.42 |
| STTK Shattuck Labs Inc. | Reduce -56.3% | 1.80% | −1.33 |
| KIDS Orthopediatrics Corp. | Reduce -55.7% | 0.50% | −0.87 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -33.7% | 2.89% | −0.82 |
| CDNA Caredx Inc. | Reduce -50.4% | 0.97% | −0.79 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -20.0% | 2.53% | −0.76 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.58 |
| ARGX Argenx SE - ADR | Sold out | 0.00% | −0.58 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.51 |
| RCKT Rocket Pharmaceuticals Inc. | Reduce -41.3% | 0.54% | −0.45 |
| AKRO Akero Therapeutics Inc. | Sold out | 0.00% | −0.45 |
| CTMX Cytomx Therapeutics Inc. | Sold out | 0.00% | −0.43 |
| KURA Kura Oncology Inc. | Reduce -8.3% | 5.43% | −0.43 |
| TECX Tectonic Therapeutic Inc. | Reduce -38.0% | 1.01% | −0.42 |
| SGHT Sight Sciences Inc. | Sold out | 0.00% | −0.36 |
| ZYME Zymeworks Inc. | Reduce -29.2% | 2.89% | −0.19 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.17 |
| RNTX Rein Therapeutics Inc. | Reduce -22.1% | 0.11% | −0.05 |
| PRTA Prothena Corp. PLC | Sold out | 0.00% | −0.05 |
| ACTU Actuate Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| FOLD Amicus Therapeutics Inc. | Reduce -32.7% | 3.38% | +0.15 |
Portfolio Buys Q3 2025 → Q4 2025
| PRCT Procept Biorobotics Corp. | Add +1692.4% | 8.97% | +8.31 |
| NKTR Nektar Therapeutics | New | 4.85% | +4.85 |
| VEEV Veeva Systems Inc. Class A | New | 4.16% | +4.16 |
| PHR Phreesia Inc. | New | 3.42% | +3.42 |
| BSX Boston Scientific Corp. | Add +175.9% | 4.14% | +2.35 |
| AVTR Avantor Inc. | New | 2.13% | +2.13 |
| LH Labcorp Holdings Inc. | New | 1.79% | +1.79 |
| JANX Janux Therapeutics Inc. | Add +176.5% | 6.82% | +1.74 |
| WGS Genedx Holdings Corp. | New | 1.48% | +1.48 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 1.41% | +1.41 |
| TERN Terns Pharmaceuticals Inc. | New | 0.79% | +0.79 |
| CON Concentra Group Holdings Par | Add +46.1% | 3.62% | +0.56 |
| SEM Select Medical Holdings Corp. | Add +18.3% | 3.18% | +0.48 |
| ABVX Abivax SA-ADR | New | 0.47% | +0.47 |
| ACET Adicet Bio Inc. | New | 0.44% | +0.44 |
| TEM Tempus AI Inc. Class A | New | 0.43% | +0.43 |
| PLRX Pliant Therapeutics Inc. | Add +7493.8% | 0.39% | +0.38 |
| OKUR Onkure Therapeutics Inc. Class A | Add +204.9% | 0.49% | +0.31 |
| TBI Trueblue Inc. | Add +456.8% | 0.42% | +0.30 |
| CRBP Corbus Pharmaceuticals Holdi | Add +99.2% | 1.15% | +0.11 |
| ICLR Icon PLC | Add +0.5% | 4.14% | −0.46 |
| ADCT Adc Therapeutics SA | Add +13.4% | 6.18% | −0.99 |
Options Activity Q3 2025 → Q4 2025
| CORCEPT THERAPEUTICS INC | call | Sold out | 147,800 | $12.3Mbefore 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 |