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Prosight Management, LP

CIK:0001617201
Hedge Fund
$621M AUM
39 holdings
Dallas, TX, United States
Founded:2014
5 employees
Latest filing:Jun 30, 2025

ProSight Management, LP is a hedge fund based in Dallas, Texas, United States. Registered in Delaware and operating since at least 2014, it manages investment portfolios, primarily for institutional clients. The firm is small, with approximately 5 employees, all of whom are directly focused on investments.

Investment Strategy

ProSight Management, LP typically employs a fundamental, value-oriented long/short equity investment strategy, focusing on deep research and concentrated positions in both public and private companies. The firm seeks to generate significant risk-adjusted returns through active portfolio management and opportunistic investments, often in sectors such as healthcare and technology.

Latest 13F Filing Activity

Prosight Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $410M. The fund increased holdings in Unitedhealth Group Inc., Galapagos NV, Adc Therapeutics SA among other positions. Prosight Management, LP reduced exposure to Schrodinger Inc., Intuitive Surgical Inc., Abcellera Biologics Inc. among others.

Top Buys
U
UNHUNITEDHEALTH GROUP INC
+$34.3M
G
GLPGGALAPAGOS NV
+$16.6M
A
ADCTADC THERAPEUTICS SA
+$14.6M
F
FOLDAMICUS THERAPEUTICS INC
+$8.7M
C
CRNXCRINETICS PHARMACEUTICALS IN
+$8.6M
Top Sells
S
SDGRSCHRODINGER INC
-$7.6M
I
ISRGINTUITIVE SURGICAL INC
-$6.9M
A
ABCLABCELLERA BIOLOGICS INC
-$6.3M
R
RCKTROCKET PHARMACEUTICALS INC
-$6.0M
M
MIRMMIRUM PHARMACEUTICALS INC
-$5.3M

Top Holdings

G
GLPGGALAPAGOS NV
+12.1%$49.6M
U
UNHUNITEDHEALTH GROUP INC
+8.4%$34.3M
M
MGTXMEIRAGTX HLDGS PLC
+7.3%$29.9M
A
ADCTADC THERAPEUTICS SA
+6.8%$28.1M
B
BBIOBRIDGEBIO PHARMA INC
+5.0%$20.4M

Equity Positions (39)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
GALAPAGOS NV12.11%$49.6M1,773,649$33.24$27.99+$16.6M
UNITEDHEALTH GROUP INC8.37%$34.3M110,000$311.97$311.97+$34.3M
MEIRAGTX HLDGS PLC7.29%$29.9M4,587,423$6.80$6.52+$4.9M
ADC THERAPEUTICS SA6.84%$28.1M10,467,771$2.68$2.68+$14.6M
BRIDGEBIO PHARMA INC4.98%$20.4M472,687$27.86$43.18-$677.1K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+67.5%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+14.3%
HOSPITAL & MEDICAL SERVICE PLANS
+8.4%
SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH
+3.5%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+2.8%