Prosight Management, LP
CIK 1617201 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- LKFT9.56%
- MGTX8.08%
- ADCT7.18%
- KURA5.86%
- ISRG5.23%
- JANX5.08%
- ROIV4.85%
- ICLR4.60%
- SNDX3.71%
- BBIO3.30%
Share classes counted separately57.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LKFTWeight decreased · -2.55 pp12.11% → 9.56%Shares -623.65K (-35.16%)
- STTKWeight increased · +1.85 pp1.28% → 3.13%Shares -1.19M (-17.89%)
- BBIOWeight decreased · -1.68 pp4.98% → 3.30%Shares -208.19K (-44.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LKFTLAKEFRONT BIOTHERAPEUTIC-ADRSPON ADR View history and evidence | $39.84M | 9.56% | 1.15M shares | 12.11% → 9.56%-2.55 pp -623.65K (-35.16%) | Reduced | ↗▾ |
| 02 | MGTXMEIRAGTX HOLDINGS PLC View history and evidence | $33.66M | 8.08% | 4.09M shares | 7.29% → 8.08%+0.79 pp -497.91K (-10.85%) | Reduced | ↗▾ |
| 03 | ADCTADC THERAPEUTICS SASHS View history and evidence | $29.89M | 7.18% | 7.47M shares | 6.84% → 7.18%+0.34 pp -3.00M (-28.62%) | Reduced | ↗▾ |
| 04 | KURAKURA ONCOLOGY INC View history and evidence | $24.41M | 5.86% | 2.76M shares | 4.48% → 5.86%+1.38 pp -422.67K (-13.29%) | Reduced | ↗▾ |
| 05 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $21.79M | 5.23% | 48.71K shares | Prior unavailable +48.71K | New | ↗▾ |
| 06 | JANXJANUX THERAPEUTICS INC View history and evidence | $21.15M | 5.08% | 865.35K shares | 4.81% → 5.08%+0.27 pp +11.45K (+1.34%) | Added | ↗▾ |
| 07 | ROIVROIVANT SCIENCES LTDSHS View history and evidence | $20.21M | 4.85% | 1.34M shares | 4.97% → 4.85%-0.12 pp -473.04K (-26.16%) | Reduced | ↗▾ |
| 08 | ICLRICON PLCSHS View history and evidence | $19.16M | 4.60% | 109.50K shares | 3.50% → 4.60%+1.10 pp +10.94K (+11.10%) | Added | ↗▾ |
| 09 | SNDXSYNDAX PHARMACEUTICALS INC View history and evidence | $15.44M | 3.71% | 1.00M shares | 2.47% → 3.71%+1.24 pp -76.27K (-7.06%) | Reduced | ↗▾ |
| 10 | BBIOBRIDGEBIO PHARMA INC View history and evidence | $13.74M | 3.30% | 264.50K shares | 4.98% → 3.30%-1.68 pp -208.19K (-44.04%) | Reduced | ↗▾ |
Options overlay 1
$12.28M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
CORTCORCEPT THERAPEUTICS INCCALL View history and evidence | Call | 147.80K | $12.28M | +147.80K | ▾ |
1 / 1 options · preview only
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -110,000 | -$34.32M | SEC filing ↗ | SEC filing ↗ |
| MIRM MIRUM PHARMACEUTICALS INC | Non-derivative | -200,000 | -$10.18M | SEC filing ↗ | SEC filing ↗ |
| LIVN LIVANOVA PLC | Non-derivative | -140,000 | -$6.30M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1617201 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 428778629
}Research all 42 reported holdings.
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