Prosight Management, LP
CIK: 0001617201SEC EDGAR →
Portfolio Value
$483.9M
Holdings
38
As of
Q4 2025
New Positions
11
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PROCEPT BIOROBOTICS CORP | 1,380,000 | $43.4M | 8.97% |
| 2 | GALAPAGOS NV | 1,074,112 | $35.1M | 7.26% |
| 3 | JANUX THERAPEUTICS INC | 2,392,523 | $33.0M | 6.82% |
| 4 | ADC THERAPEUTICS SA | 8,477,338 | $29.9M | 6.18% |
| 5 | KURA ONCOLOGY INC | 2,529,600 | $26.3M | 5.43% |
| 6 | MEIRAGTX HLDGS PLC | 3,209,788 | $25.5M | 5.27% |
| 7 | NEKTAR THERAPEUTICS | 554,633 | $23.4M | 4.85% |
| 8 | VEEVA SYS INC | 90,133 | $20.1M | 4.16% |
| 9 | ICON PLC | 110,000 | $20.0M | 4.14% |
| 10 | BOSTON SCIENTIFIC CORP | 210,000 | $20.0M | 4.14% |
Quarterly Changes
New Positions (11)
Closed Positions (15)
$21.8M · 49K shares
$13.1M · 195K shares
$12.3M · 148K shares
$9.0M · 600K shares
$8.0M · 21K shares
$6.2M · 250K shares
$2.4M · 19K shares
$2.4M · 3K shares
$2.1M · 75K shares
$1.9M · 39K shares
$1.8M · 565K shares
$1.5M · 440K shares
$699K · 35K shares
$195K · 20K shares
$6K · 885 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 36 | $465.5M | 96.2% |
| Unknown | 1 | $16.4M | 3.4% |
| Industrials | 1 | $2.0M | 0.4% |