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CIK: 0001617201
Total reported value
$580.4M
$580.4M
39 檔
28.0%
According to the latest 13F quarterly dataset, Prosight Management, LP managed an equity portfolio of $580.4M at the end of Q2 2025, spanning 39 distinct U.S. exchange-listed positions.
In Q2 2025, Prosight Management, LP displayed an active expansion posture, initiating 9 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKFT | Lakefront Biotherapeutic-adr | Stock-Other | 12.11% | +2.93% | +34.89% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.37% | — | — | |
| 3 | MGTX | MeiraGTx Holdings plc | Stock-Other | 7.29% | -3.52% | +24.27% | |
| 4 | ✓ | Adc Therapeutics SA | Stock-Other | 6.84% | -3.66% | +9.69% | |
| 5 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 4.98% | — | -22.51% | |
| 6 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 4.97% | -0.82% | EXIT | |
| 7 | AM6 | Amicus Therapeutics Inc | Stock-Other | 4.86% | — | +152.29% | |
| 8 | JANX | Janux Therapeutics Inc | Stock-Other | 4.81% | +1.98% | +23.77% | |
| 9 | KURA | Kura Oncology Inc | Stock-Other | 4.48% | -0.66% | +53.07% | |
| 10 | ZYME | Zymeworks Inc | Stock-Other | 4.01% | +0.83% | +36.84% | |
| 11 | ICLR | ICON Public Limited Company | Stock-Healthcare | 3.50% | — | +63.99% | |
| 12 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.96% | — | +60.58% | |
| 13 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.48% | — | -41.75% | |
| 14 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 2.47% | +1.57% | +77.21% | |
| 15 | TECX | Tectonic Therapeutic Inc | Stock-Other | 2.14% | -0.16% | +10.82% | |
| 16 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.09% | +0.34% | — | |
| 17 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 1.95% | — | -10.51% | |
| 18 | IMVT | Immunovant Inc | Stock-Other | 1.87% | -0.72% | EXIT | |
| 19 | BHVN | Biohaven Ltd. | Stock-Other | 1.85% | — | +439.07% | |
| 20 | CON | Concentra Group Holdings Par | Stock-Other | 1.57% | -1.78% | EXIT | |
| 21 | LIVN | LivaNova PLC | Stock-Other | 1.54% | — | +9.98% | |
| 22 | DXCM | Dexcom Inc | Stock-Healthcare | 1.49% | — | — | |
| 23 | CDNA | Caredx Inc | Stock-Other | 1.44% | — | +121.69% | |
| 24 | SEM | Select Medical Holdings CORP | Stock-Other | 1.31% | — | — | |
| 25 | STTK | Shattuck Labs Inc | Stock-Other | 1.28% | +1.84% | — | |
| 26 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 1.17% | — | -26.96% | |
| 27 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 0.98% | -0.02% | +0.83% | |
| 28 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.94% | +0.01% | +6.80% | |
| 29 | SGHT | Sight Sciences Inc | Stock-Other | 0.88% | — | -10.07% | |
| 30 | AXGN | Axogen Inc | Stock-Other | 0.75% | — | — | |
| 31 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.69% | — | — | |
| 32 | ✓ | Mural Oncology Pub LTD Co | Stock-Other | 0.54% | — | +112.90% | |
| 33 | PRTA | Prothena Corporation plc | Stock-Other | 0.40% | — | -34.38% | |
| 34 | KIDS | Orthopediatrics CORP | Stock-Other | 0.39% | -0.27% | — | |
| 35 | PLRX | Pliant Therapeutics Inc | Stock-Other | 0.24% | -0.07% | +150.52% | |
| 36 | RNTX | Rein Therapeutics Inc | Stock-Other | 0.15% | +0.11% | -0.48% | |
| 37 | OKUR | Onkure Therapeutics Inc-a | Stock-Other | 0.09% | -0.69% | -14.41% | |
| 38 | ERAS | Erasca Inc | Stock-Other | 0.07% | — | -74.63% | |
| 39 | PEPG | Pepgen Inc | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +8.4% | NEW | New buy |
| 2 | ✓ | Adc Therapeutics SA | +2.4% | +9.69% | Add |
| 3 | CRNX | Crinetics Pharmaceuticals In | +2.1% | NEW | New buy |
| 4 | CON | Concentra Group Holdings Par | +1.6% | NEW | New buy |
| 5 | DXCM | Dexcom Inc | +1.5% | NEW | New buy |
| 6 | SEM | Select Medical Holdings CORP | +1.3% | NEW | New buy |
| 7 | LKFT | Lakefront Biotherapeutic-adr | +1.3% | +34.89% | Add |
| 8 | AM6 | Amicus Therapeutics Inc | +1.2% | +152.29% | Add |
| 9 | CTMX | Cytomx Therapeutics Inc | +1.1% | -10.51% | Trim |
| 10 | BHVN | Biohaven Ltd. | +1.1% | +439.07% | Add |
| 11 | AXGN | Axogen Inc | +0.8% | NEW | New buy |
| 12 | LNTH | Lantheus Holdings Inc | +0.7% | NEW | New buy |
| 13 | CDNA | Caredx Inc | +0.6% | +121.69% | Add |
| 14 | KIDS | Orthopediatrics CORP | +0.4% | NEW | New buy |
| 15 | ✓ | Mural Oncology Pub LTD Co | +0.4% | +112.90% | Add |
| 16 | ARGX | Argenx Se - Adr | +0.3% | +60.58% | Add |
| 17 | ZYME | Zymeworks Inc | +0.3% | +36.84% | Add |
| 18 | SGHT | Sight Sciences Inc | +0.1% | -10.07% | Trim |
| 19 | PLRX | Pliant Therapeutics Inc | +0.1% | +150.52% | Add |
| 20 | PEPG | Pepgen Inc | +0.1% | NEW | New buy |
| 21 | ICLR | ICON Public Limited Company | 0% | +63.99% | Add |
| 22 | SNDX | Syndax Pharmaceuticals Inc | 0% | +77.21% | Add |
| 23 | CRBP | Corbus Pharmaceuticals Holdi | 0% | +0.83% | Add |
| 24 | KURA | Kura Oncology Inc | 0% | +53.07% | Add |
| 25 | IMNM | Immunome Inc | -0.1% | EXIT | Sold out |
| 26 | LIVN | LivaNova PLC | -0.1% | +9.98% | Add |
| 27 | RNTX | Rein Therapeutics Inc | -0.1% | -0.48% | Trim |
| 28 | IMVT | Immunovant Inc | -0.2% | +33.17% | Add |
| 29 | OKUR | Onkure Therapeutics Inc-a | -0.2% | -14.41% | Trim |
| 30 | TECX | Tectonic Therapeutic Inc | -0.2% | +10.82% | Add |
| 31 | ERAS | Erasca Inc | -0.4% | -74.63% | Trim |
| 32 | SYRE | Spyre Therapeutics Inc | -0.4% | EXIT | Sold out |
| 33 | ADUS | Addus Homecare CORP | -0.8% | EXIT | Sold out |
| 34 | STTK | Shattuck Labs Inc | -0.8% | — | Unchanged |
| 35 | MGTX | MeiraGTx Holdings plc | -0.9% | +24.27% | Add |
| 36 | 2655787D | Blueprint Medicines CORP | -1.1% | EXIT | Sold out |
| 37 | ROIV | Roivant Sciences Ltd. | -1.1% | -0.97% | Trim |
| 38 | PRTA | Prothena Corporation plc | -1.3% | -34.38% | Trim |
| 39 | JANX | Janux Therapeutics Inc | -1.3% | +23.77% | Add |
| 40 | HAE | Haemonetics Corp/mass | -1.4% | EXIT | Sold out |
| 41 | ACHC | Acadia Healthcare Co Inc | -1.7% | -26.96% | Trim |
| 42 | BBIO | Bridgebio Pharma Inc | -2% | -22.51% | Trim |
| 43 | ABCL | Abcellera Biologics Inc | -2.1% | EXIT | Sold out |
| 44 | ISRG | Intuitive Surgical Inc | -2.3% | EXIT | Sold out |
| 45 | RCKT | Rocket Pharmaceuticals Inc | -2.3% | +6.80% | Add |
| 46 | SDGR | Schrodinger Inc | -2.5% | EXIT | Sold out |
| 47 | MIRM | Mirum Pharmaceuticals Inc | -2.6% | -41.75% | Trim |
According to official SEC Form 13F filings, Prosight Management, LP reported a total U.S. public equity portfolio value of $580.4M across 39 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LKFT, UNH, MGTX) accounted for 28.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
UNH
市值: $34.3M
Top Position Liquidated / Trimmed
SDGR
前期市值: $7.6M
During Q2 2025, Prosight Management, LP's top holdings by market value included LKFT (12.1%)、UNH (8.4%)、MGTX (7.3%). The largest single position, LKFT, represented 12.1% of total portfolio value.
In Q2 2025, Prosight Management, LP made 46 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 10 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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