Prosight Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTUITIVE SURGICAL INC | 0 | 48,711 | +48,711 | 0 | 21,785,021 | 5.23% | +21,785,021 |
| CORCEPT THERAPEUTICS INC(CORT)(Call) | 0 | 147,800 | +147,800 | 0 | 12,283,658 | — | +12,283,658 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 0 | 20,500 | +20,500 | 0 | 8,028,620 | 1.93% | +8,028,620 |
| SHATTUCK LABS INC | 6,638,935 | 5,451,195 | -1,187,740 | 5,256,709 | 13,028,356 | 3.13% | +7,771,647 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 76,100 | +76,100 | 0 | 7,429,643 | 1.78% | +7,429,643 |
| DEXCOM INC(DXCM) | 70,000 | 195,217 | +125,217 | 6,110,300 | 13,136,152 | 3.15% | +7,025,852 |
| CONCENTRA GROUP HOLDINGS PAR(CON) | 312,105 | 610,000 | +297,895 | 6,420,000 | 12,767,300 | 3.07% | +6,347,300 |
| KURA ONCOLOGY INC(KURA) | 3,181,184 | 2,758,516 | -422,668 | 18,355,432 | 24,412,867 | 5.86% | +6,057,435 |
| SELECT MED HLDGS CORP | 353,820 | 874,915 | +521,095 | 5,370,988 | 11,233,909 | 2.70% | +5,862,921 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 1,079,673 | 1,003,400 | -76,273 | 10,111,138 | 15,437,309 | 3.71% | +5,326,171 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 298,123 | 328,684 | +30,561 | 8,574,017 | 13,689,689 | 3.29% | +5,115,672 |
| ICON PLC(ICLR) | 98,558 | 109,500 | +10,942 | 14,335,261 | 19,162,500 | 4.60% | +4,827,239 |
| ORTHOPEDIATRICS CORP | 73,647 | 308,707 | +235,060 | 1,581,938 | 5,720,341 | 1.37% | +4,138,403 |
| MEIRAGTX HLDGS PLC(MGTX) | 4,587,423 | 4,089,509 | -497,914 | 29,909,998 | 33,656,659 | 8.08% | +3,746,661 |
| IMMUNOVANT INC(IMVT) | 479,400 | 698,472 | +219,072 | 7,670,400 | 11,259,369 | 2.70% | +3,588,969 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 0 | 76,991 | +76,991 | 0 | 2,747,809 | 0.66% | +2,747,809 |
| ALIGN TECHNOLOGY INC | 0 | 19,442 | +19,442 | 0 | 2,434,527 | 0.58% | +2,434,527 |
| TWIST BIOSCIENCE CORP(TWST) | 0 | 75,000 | +75,000 | 0 | 2,110,500 | 0.51% | +2,110,500 |
| AKERO THERAPEUTICS INC | 0 | 39,072 | +39,072 | 0 | 1,855,139 | 0.45% | +1,855,139 |
| ADC THERAPEUTICS SA | 10,467,771 | 7,472,303 | -2,995,468 | 28,053,626 | 29,889,212 | 7.18% | +1,835,586 |
| JANUX THERAPEUTICS INC(JANX) | 853,904 | 865,350 | +11,446 | 19,725,182 | 21,149,154 | 5.08% | +1,423,972 |
| CAREDX INC(CDNA) | 302,808 | 504,030 | +201,222 | 5,916,868 | 7,328,596 | 1.76% | +1,411,728 |
| BIOHAVEN LTD(BHVN) | 539,071 | 600,000 | +60,929 | 7,606,292 | 9,006,000 | 2.16% | +1,399,708 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 211,816 | 250,000 | +38,184 | 4,806,105 | 6,190,000 | 1.49% | +1,383,895 |
| SCHRODINGER INC(SDGR) | 0 | 34,830 | +34,830 | 0 | 698,690 | 0.17% | +698,690 |
| TRUEBLUE INC | 0 | 79,476 | +79,476 | 0 | 487,188 | 0.12% | +487,188 |
| ONKURE THERAPEUTICS INC | 159,692 | 267,959 | +108,267 | 381,664 | 736,887 | 0.18% | +355,223 |
| CORBUS PHARMACEUTICALS HLDGS | 579,893 | 343,400 | -236,493 | 4,001,262 | 4,344,010 | 1.04% | +342,748 |
| ROCKET PHARMACEUTICALS INC | 1,580,588 | 1,267,965 | -312,623 | 3,872,441 | 4,133,566 | 0.99% | +261,125 |
| REIN THERAPEUTICS INC | 427,919 | 567,898 | +139,979 | 599,087 | 650,243 | 0.16% | +51,156 |
| ACTUATE THERAPEUTICS ORD | 0 | 885 | +885 | 0 | 5,921 | 0.00% | +5,921 |
| ROIVANT SCIENCES LTD(ROIV) | 1,808,539 | 1,335,500 | -473,039 | 20,382,235 | 20,206,115 | 4.85% | -176,120 |
| PEPGEN INC | 243,980 | 0 | -243,980 | 270,818 | 0 | — | -270,818 |
| ERASCA INC(ERAS) | 240,295 | 0 | -240,295 | 305,175 | 0 | — | -305,175 |
| PLIANT THERAPEUTICS INC | 837,400 | 20,487 | -816,913 | 971,384 | 30,321 | 0.01% | -941,063 |
| PROTHENA CORP PLC | 267,800 | 20,000 | -247,800 | 1,625,546 | 195,200 | 0.05% | -1,430,346 |
| SIGHT SCIENCES INC | 871,687 | 439,941 | -431,746 | 3,600,067 | 1,513,397 | 0.36% | -2,086,670 |
| MURAL ONCOLOGY PUB LTD CO | 900,000 | 0 | -900,000 | 2,223,000 | 0 | — | -2,223,000 |
| LANTHEUS HLDGS INC(LNTH) | 34,576 | 0 | -34,576 | 2,830,391 | 0 | — | -2,830,391 |
| TECTONIC THERAPEUTIC INC | 442,056 | 379,254 | -62,802 | 8,783,653 | 5,950,495 | 1.43% | -2,833,158 |
| AXOGEN INC(AXGN) | 282,809 | 0 | -282,809 | 3,068,478 | 0 | — | -3,068,478 |
| ZYMEWORKS INC(ZYME) | 1,309,904 | 749,611 | -560,293 | 16,439,295 | 12,803,356 | 3.07% | -3,635,939 |
| CYTOMX THERAPEUTICS INC | 3,517,113 | 564,800 | -2,952,313 | 7,983,847 | 1,801,712 | 0.43% | -6,182,135 |
| LIVANOVA PLC(LIVN) | 140,000 | 0 | -140,000 | 6,302,800 | 0 | — | -6,302,800 |
| AMICUS THERAPEUTICS INC | 3,480,044 | 1,709,533 | -1,770,511 | 19,940,652 | 13,471,120 | 3.23% | -6,469,532 |
| BRIDGEBIO PHARMA INC(BBIO) | 472,687 | 264,500 | -208,187 | 20,410,625 | 13,738,130 | 3.30% | -6,672,495 |
| ARGENX SE(ARGX) | 22,000 | 3,300 | -18,700 | 12,126,840 | 2,433,948 | 0.58% | -9,692,892 |
| GALAPAGOS NV(LKFT) | 1,773,649 | 1,150,000 | -623,649 | 49,644,436 | 39,836,000 | 9.56% | -9,808,436 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 200,000 | 0 | -200,000 | 10,178,000 | 0 | — | -10,178,000 |
| UNITEDHEALTH GROUP INC(UNH) | 110,000 | 0 | -110,000 | 34,316,700 | 0 | — | -34,316,700 |