Prosight Management, LP

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
42
Total value ($000)
$428,779
Net value change ($000)
+18,716 (4.6%)
New positions
10
Sold out positions
8
Turnover %
25.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ISRG 21,785 NEW
VRTX 8,029 NEW
STTK 7,771 147.8%
BSX 7,430 NEW
DXCM 7,026 115.0%
CON 6,347 98.9%
KURA 6,058 33.0%
SEM 5,863 109.2%
SNDX 5,326 52.7%
CRNX 5,116 59.7%
Top Reduces (Value $000, Stocks/ETFs)
UNH -34,317 -100.0%
MIRM -10,178 -100.0%
GLPG -9,808 -19.8%
ARGX -9,693 -79.9%
BBIO -6,673 -32.7%
FOLD -6,470 -32.4%
LIVN -6,303 -100.0%
CTMX -6,182 -77.4%
ZYME -3,636 -22.1%
AXGN -3,068 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 12,284 (2.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type