Filed: 8/14/2025ACC: 0001420506-25-002021
📋 What this filing means
PROSIGHT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $410.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$410.06M
Total AUM (reported)
49.25M
Total Shares
Allocation by class
COM$263.97M64.4%
SHS$70.70M17.2%
SPON ADR$49.64M12.1%
SPONSORED ADR$12.13M3.0%
COMMON STOCK$6.42M1.6%
COM NEW$4.60M1.1%
ORD SHS$2.22M0.5%
Portfolio Concentration
Top 3$113.87M27.8%
4–10$143.31M34.9%
11–25$122.75M29.9%
Rest$30.14M7.3%
Top 3 weight
27.8%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 49.25M
Sole
Full voting authority
49.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
GALAPAGOS NV
SOLEShares1.77M
TypeSH
Market value$49.64M
12.11%
Sole
1.77M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares110K
TypeSH
Market value$34.32M
8.37%
Sole
110K
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares4.59M
TypeSH
Market value$29.91M
7.29%
Sole
4.59M
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares10.47M
TypeSH
Market value$28.05M
6.84%
Sole
10.47M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares472.69K
TypeSH
Market value$20.41M
4.98%
Sole
472.69K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares1.81M
TypeSH
Market value$20.38M
4.97%
Sole
1.81M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares3.48M
TypeSH
Market value$19.94M
4.86%
Sole
3.48M
Shared
0.00
None
0.00
JANUX THERAPEUTICS INC
SOLEShares853.90K
TypeSH
Market value$19.73M
4.81%
Sole
853.90K
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares3.18M
TypeSH
Market value$18.36M
4.48%
Sole
3.18M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares1.31M
TypeSH
Market value$16.44M
4.01%
Sole
1.31M
Shared
0.00
None
0.00
ICON PLC
SOLEShares98.56K
TypeSH
Market value$14.34M
3.50%
Sole
98.56K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares22K
TypeSH
Market value$12.13M
2.96%
Sole
22K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares200K
TypeSH
Market value$10.18M
2.48%
Sole
200K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1.08M
TypeSH
Market value$10.11M
2.47%
Sole
1.08M
Shared
0.00
None
0.00
TECTONIC THERAPEUTIC INC
SOLEShares442.06K
TypeSH
Market value$8.78M
2.14%
Sole
442.06K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares298.12K
TypeSH
Market value$8.57M
2.09%
Sole
298.12K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares3.52M
TypeSH
Market value$7.98M
1.95%
Sole
3.52M
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares479.40K
TypeSH
Market value$7.67M
1.87%
Sole
479.40K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares539.07K
TypeSH
Market value$7.61M
1.85%
Sole
539.07K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares312.11K
TypeSH
Market value$6.42M
1.57%
Sole
312.11K
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares140K
TypeSH
Market value$6.30M
1.54%
Sole
140K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares70K
TypeSH
Market value$6.11M
1.49%
Sole
70K
Shared
0.00
None
0.00
CAREDX INC
SOLEShares302.81K
TypeSH
Market value$5.92M
1.44%
Sole
302.81K
Shared
0.00
None
0.00
SELECT MED HLDGS CORP
SOLEShares353.82K
TypeSH
Market value$5.37M
1.31%
Sole
353.82K
Shared
0.00
None
0.00
SHATTUCK LABS INC
SOLEShares6.64M
TypeSH
Market value$5.26M
1.28%
Sole
6.64M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GALAPAGOS NVSOLE | SPON ADR | 1.77M | SH | $49.64M 12.11% | 1.77M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 110K | SH | $34.32M 8.37% | 110K | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 4.59M | SH | $29.91M 7.29% | 4.59M | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 10.47M | SH | $28.05M 6.84% | 10.47M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 472.69K | SH | $20.41M 4.98% | 472.69K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 1.81M | SH | $20.38M 4.97% | 1.81M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 3.48M | SH | $19.94M 4.86% | 3.48M | 0.00 | 0.00 |
JANUX THERAPEUTICS INCSOLE | COM | 853.90K | SH | $19.73M 4.81% | 853.90K | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 3.18M | SH | $18.36M 4.48% | 3.18M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 1.31M | SH | $16.44M 4.01% | 1.31M | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 98.56K | SH | $14.34M 3.50% | 98.56K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 22K | SH | $12.13M 2.96% | 22K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 200K | SH | $10.18M 2.48% | 200K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.08M | SH | $10.11M 2.47% | 1.08M | 0.00 | 0.00 |
TECTONIC THERAPEUTIC INCSOLE | COM | 442.06K | SH | $8.78M 2.14% | 442.06K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 298.12K | SH | $8.57M 2.09% | 298.12K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 3.52M | SH | $7.98M 1.95% | 3.52M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 479.40K | SH | $7.67M 1.87% | 479.40K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 539.07K | SH | $7.61M 1.85% | 539.07K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COMMON STOCK | 312.11K | SH | $6.42M 1.57% | 312.11K | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 140K | SH | $6.30M 1.54% | 140K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 70K | SH | $6.11M 1.49% | 70K | 0.00 | 0.00 |
CAREDX INCSOLE | COM | 302.81K | SH | $5.92M 1.44% | 302.81K | 0.00 | 0.00 |
SELECT MED HLDGS CORPSOLE | COM | 353.82K | SH | $5.37M 1.31% | 353.82K | 0.00 | 0.00 |
SHATTUCK LABS INCSOLE | COM | 6.64M | SH | $5.26M 1.28% | 6.64M | 0.00 | 0.00 |
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