Filed: 11/14/2025ACC: 0001420506-25-003233
📋 What this filing means
PROSIGHT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $428.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$428.78M
Total AUM (reported)
35.82M
Total Shares
Allocation by class
COM$264.49M61.7%
SHS$69.45M16.2%
SPON ADR$39.84M9.3%
COM NEW$26.78M6.2%
COMMON STOCK$12.77M3.0%
CALL$12.28M2.9%
SPONSORED ADR$2.43M0.6%
Portfolio Concentration
Top 3$103.38M24.1%
4–10$135.89M31.7%
11–25$157.61M36.8%
Rest$31.90M7.4%
Top 3 weight
24.1%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 35.67M
Sole
Full voting authority
35.67M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
GALAPAGOS NV
SOLEShares1.15M
TypeSH
Market value$39.84M
9.29%
Sole
1.15M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares4.09M
TypeSH
Market value$33.66M
7.85%
Sole
4.09M
Shared
0.00
None
0.00
ADC THERAPEUTICS SA
SOLEShares7.47M
TypeSH
Market value$29.89M
6.97%
Sole
7.47M
Shared
0.00
None
0.00
KURA ONCOLOGY INC
SOLEShares2.76M
TypeSH
Market value$24.41M
5.69%
Sole
2.76M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares48.71K
TypeSH
Market value$21.79M
5.08%
Sole
48.71K
Shared
0.00
None
0.00
JANUX THERAPEUTICS INC
SOLEShares865.35K
TypeSH
Market value$21.15M
4.93%
Sole
865.35K
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares1.34M
TypeSH
Market value$20.21M
4.71%
Sole
1.34M
Shared
0.00
None
0.00
ICON PLC
SOLEShares109.50K
TypeSH
Market value$19.16M
4.47%
Sole
109.50K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares1M
TypeSH
Market value$15.44M
3.60%
Sole
1M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares264.50K
TypeSH
Market value$13.74M
3.20%
Sole
264.50K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares328.68K
TypeSH
Market value$13.69M
3.19%
Sole
328.68K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares1.71M
TypeSH
Market value$13.47M
3.14%
Sole
1.71M
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares195.22K
TypeSH
Market value$13.14M
3.06%
Sole
195.22K
Shared
0.00
None
0.00
SHATTUCK LABS INC
SOLEShares5.45M
TypeSH
Market value$13.03M
3.04%
Sole
5.45M
Shared
0.00
None
0.00
ZYMEWORKS INC
SOLEShares749.61K
TypeSH
Market value$12.80M
2.99%
Sole
749.61K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares610K
TypeSH
Market value$12.77M
2.98%
Sole
610K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares147.80K
TypeSH
Market value$12.28M
2.86%
Sole
0.00
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares698.47K
TypeSH
Market value$11.26M
2.63%
Sole
698.47K
Shared
0.00
None
0.00
SELECT MED HLDGS CORP
SOLEShares874.91K
TypeSH
Market value$11.23M
2.62%
Sole
874.91K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares600K
TypeSH
Market value$9.01M
2.10%
Sole
600K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares20.50K
TypeSH
Market value$8.03M
1.87%
Sole
20.50K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares76.10K
TypeSH
Market value$7.43M
1.73%
Sole
76.10K
Shared
0.00
None
0.00
CAREDX INC
SOLEShares504.03K
TypeSH
Market value$7.33M
1.71%
Sole
504.03K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares250K
TypeSH
Market value$6.19M
1.44%
Sole
250K
Shared
0.00
None
0.00
TECTONIC THERAPEUTIC INC
SOLEShares379.25K
TypeSH
Market value$5.95M
1.39%
Sole
379.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GALAPAGOS NVSOLE | SPON ADR | 1.15M | SH | $39.84M 9.29% | 1.15M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 4.09M | SH | $33.66M 7.85% | 4.09M | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | SHS | 7.47M | SH | $29.89M 6.97% | 7.47M | 0.00 | 0.00 |
KURA ONCOLOGY INCSOLE | COM | 2.76M | SH | $24.41M 5.69% | 2.76M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 48.71K | SH | $21.79M 5.08% | 48.71K | 0.00 | 0.00 |
JANUX THERAPEUTICS INCSOLE | COM | 865.35K | SH | $21.15M 4.93% | 865.35K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 1.34M | SH | $20.21M 4.71% | 1.34M | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 109.50K | SH | $19.16M 4.47% | 109.50K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1M | SH | $15.44M 3.60% | 1M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 264.50K | SH | $13.74M 3.20% | 264.50K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 328.68K | SH | $13.69M 3.19% | 328.68K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 1.71M | SH | $13.47M 3.14% | 1.71M | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 195.22K | SH | $13.14M 3.06% | 195.22K | 0.00 | 0.00 |
SHATTUCK LABS INCSOLE | COM | 5.45M | SH | $13.03M 3.04% | 5.45M | 0.00 | 0.00 |
ZYMEWORKS INCSOLE | COM | 749.61K | SH | $12.80M 2.99% | 749.61K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COMMON STOCK | 610K | SH | $12.77M 2.98% | 610K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | CALL | 147.80K | SH | $12.28M 2.86% | 0.00 | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 698.47K | SH | $11.26M 2.63% | 698.47K | 0.00 | 0.00 |
SELECT MED HLDGS CORPSOLE | COM | 874.91K | SH | $11.23M 2.62% | 874.91K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 600K | SH | $9.01M 2.10% | 600K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 20.50K | SH | $8.03M 1.87% | 20.50K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 76.10K | SH | $7.43M 1.73% | 76.10K | 0.00 | 0.00 |
CAREDX INCSOLE | COM | 504.03K | SH | $7.33M 1.71% | 504.03K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 250K | SH | $6.19M 1.44% | 250K | 0.00 | 0.00 |
TECTONIC THERAPEUTIC INCSOLE | COM | 379.25K | SH | $5.95M 1.39% | 379.25K | 0.00 | 0.00 |
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