Data as of Q4 2025 (Dec 31, 2025)

Prosight Management, LP

โ€ขCIK: 1617201โ€ขFiling: Q4 2025

**Prosight Management, LP** manages $484M across a concentrated portfolio of 38 positions. The fund exhibits significant conviction in select names, with top holdings including PRCT at $43.4M and GLPG at $35.1M. Further notable allocations include JANX ($33.0M), UBS ($29.9M), and KURA ($26.3M). This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM
$483.9M
QoQ Performance
+16.2%
Positions
38
Top 10 Concentration
57.2%
Latest Filing
Q4 2025

Top Holdings Allocation

PRCT
GLPG
JANX
ADC
KURA
MEIR
PRCT9.0%
GLPG7.3%
JANX6.8%
ADC6.2%
KURA5.4%
MEIRAGTX5.3%
NKTR4.8%
VEEV4.2%

๐Ÿ“ˆ Biggest Buys

PRCT
PROCEPT BIOROBOTICS CORP
+1692.4%
9.0% of portfolio
NKTR
NEKTAR THERAPEUTICS
NEW
4.8% of portfolio
JANX
JANUX THERAPEUTICS INC
+176.5%
6.8% of portfolio
VEEV
VEEVA SYS INC
NEW
4.2% of portfolio
PHR
PHREESIA INC
NEW
3.4% of portfolio

๐Ÿ“‰ Biggest Sells

BBIO
BRIDGEBIO PHARMA INC
-88.7%
0.5% of portfolio
ROIV
ROIVANT SCIENCES LTD
-53.0%
2.8% of portfolio
IMVT
IMMUNOVANT INC
-65.2%
1.3% of portfolio
STTK
SHATTUCK LABS INC
-56.3%
1.8% of portfolio
AM6
AMICUS THERAPEUTICS INC
-32.7%
3.4% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

ISRG
INTUITIVE SURGICAL INC
SOLD
$21.8M
DC4
DEXCOM INC
SOLD
$13.1M
โ€”
CORCEPT THERAPEUTICS INC
SOLD
$12.3M
BHVN
BIOHAVEN LTD
SOLD
$9.0M
VRTX
VERTEX PHARMACEUTICALS INC
SOLD
$8.0M
+10 more exited positions

Changes from Q3 2025

NEW11 new positions
โ†‘11 increased
โ†“16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023