Prosight Management, LP
13F Reported Value
ⓘ$609.8M
Holdings
46
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Prosight Management, LP disclosed 46 positions worth $609.8M in its Form 13F-HR for Q1 2026, led by $NKTR (NEKTAR THERAPEUTICS) at 8.7% of the equity portfolio, followed by $BSX and $JANX. During the quarter the fund opened 16 new positions and exited 8 — including a new stake in $ALKS and a full exit from $ICLR. The portfolio is most concentrated in Healthcare (88.2% of disclosed assets). All figures are sourced directly from Prosight Management, LP’s Form 13F-HR filing with the SEC under CIK 1617201.
AI Fund Analysis
Concentrating
$JANX
$STTK
$ADCT
$KURA$JANX
$OKUR
$BSX
$PRCT
$ALKSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 10.2#2,812
Quality
$52.9M735,000 sh - 79.9#49
Quality
$49.9M795,547 sh - 24.8#2,573
Quality
$49.3M3,550,000 sh - 34.8
Quality
$48.6M1,945,000 sh GALAPAGOS NV
—Quality
$46.5M1,550,000 sh- 38.6
Quality
$33.6M523,463 sh - —
Quality
$32.2M5,004,439 sh - 16.3
Quality
$31.1M8,300,000 sh - 9.1
Quality
$27.3M3,356,700 sh - 60.9
Quality
$25.1M76,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NEKTAR THERAPEUTICS$NKTR | 10.2#2,812 | $52.9M | 735,000 |
| BOSTON SCIENTIFIC CORP$BSX | 79.9#49 | $49.9M | 795,547 |
| Janux Therapeutics, Inc.$JANX | 24.8#2,573 | $49.3M | 3,550,000 |
| PROCEPT BioRobotics Corp$PRCT | 34.8 | $48.6M | 1,945,000 |
| GALAPAGOS NV | — | $46.5M | 1,550,000 |
 GeneDx Holdings Corp.$WGS | 38.6 | $33.6M | 523,463 |
| Shattuck Labs, Inc.$STTK | — | $32.2M | 5,004,439 |
| ADC Therapeutics SA$ADCT | 16.3 | $31.1M | 8,300,000 |
| Kura Oncology, Inc.$KURA | 9.1 | $27.3M | 3,356,700 |
 ALNYLAM PHARMACEUTICALS, INC.$ALNY | 60.9 | $25.1M | 76,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prosight Management, LP's 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Healthcare
$537.9M
Other
$46.5M
Technology
$15.2M
Industrials
$10.2M
Full Holdings — Prosight Management, LP (Q1 2026)
All 46 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NKTR | NEKTAR THERAPEUTICS | $52.9M | 8.7% | +33% | 10.2 |
| 2 | $BSX | BOSTON SCIENTIFIC CORP | $49.9M | 8.2% | +279% | 79.9 |
| 3 | $JANX | Janux Therapeutics, Inc. | $49.3M | 8.1% | +48% | 24.8 |
| 4 | $PRCT | PROCEPT BioRobotics Corp | $48.6M | 8.0% | +41% | 34.8 |
| 5 | — | GALAPAGOS NV | $46.5M | 7.6% | +44% | — |
| 6 | $WGS | GeneDx Holdings Corp. | $33.6M | 5.5% | +852% | 38.6 |
| 7 | $STTK | Shattuck Labs, Inc. | $32.2M | 5.3% | +110% | — |
| 8 | $ADCT | ADC Therapeutics SA | $31.1M | 5.1% | -2% | 16.3 |
| 9 | $KURA | Kura Oncology, Inc. | $27.3M | 4.5% | +33% | 9.1 |
| 10 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $25.1M | 4.1% | +344% | 60.9 |
| 11 |  $MGTX | MeiraGTx Holdings plc | $22.8M | 3.7% | -18% | — |
| 12 | $ALKS | Alkermes plc. | $18.2M | 3.0% | NEW | — |
| 13 |  $SNDX | Syndax Pharmaceuticals Inc | $18.0M | 3.0% | +16% | 30 |
| 14 |  $VEEV | VEEVA SYSTEMS INC | $15.2M | 2.5% | -4% | 77.8 |
| 15 |  $ZYME | Zymeworks Inc. | $13.5M | 2.2% | +2% | 27.2 |
| 16 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $12.7M | 2.1% | +33% | 26.5 |
| 17 |  $ABVX | Abivax S.A. | $11.7M | 1.9% | +518% | — |
| 18 |  $CON | Concentra Group Holdings Parent, Inc. | $10.8M | 1.8% | -43% | 68.9 |
| 19 |  $TERN | Terns Pharmaceuticals, Inc. | $10.7M | 1.8% | +113% | — |
| 20 |  $PHR | Phreesia, Inc. | $9.2M | 1.5% | +13% | 53.2 |
| 21 | $OKUR | OnKure Therapeutics, Inc. | $8.9M | 1.5% | +164% | — |
| 22 |  $CRBP | Corbus Pharmaceuticals Holdings, Inc. | $6.5M | 1.1% | +2% | — |
| 23 |  $SDGR | Schrodinger, Inc. | $5.8M | 0.9% | NEW | 31 |
| 24 |  $EBS | Emergent BioSolutions Inc. | $5.3M | 0.9% | NEW | 50.9 |
| 25 |  $ROIV | Roivant Sciences Ltd. | $5.0M | 0.8% | -71% | — |
| 26 |  $KIDS | ORTHOPEDIATRICS CORP | $4.8M | 0.8% | +121% | 33.4 |
| 27 |  $IMVT | Immunovant, Inc. | $4.4M | 0.7% | -28% | — |
| 28 |  $ICUI | ICU MEDICAL INC/DE | $3.5M | 0.6% | NEW | 40.5 |
| 29 |  $TECX | Tectonic Therapeutic, Inc. | $2.5M | 0.4% | -66% | — |
| 30 |  $RCKT | ROCKET PHARMACEUTICALS, INC. | $2.4M | 0.4% | -8% | — |
| 31 |  $UPB | Upstream Bio, Inc. | $2.2M | 0.4% | NEW | 22.6 |
| 32 |  $PLRX | PLIANT THERAPEUTICS, INC. | $2.1M | 0.3% | +7% | — |
| 33 |  $OMER | OMEROS CORP | $1.8M | 0.3% | NEW | — |
| 34 |  $ISRG | INTUITIVE SURGICAL INC | $1.8M | 0.3% | NEW | 81.4 |
| 35 |  $ANTX | AN2 Therapeutics, Inc. | $1.8M | 0.3% | NEW | — |
| 36 |  $ACET | Adicet Bio, Inc. | $1.7M | 0.3% | +0% | — |
| 37 |  $RGNX | REGENXBIO Inc. | $1.7M | 0.3% | NEW | 26.9 |
| 38 |  $COYA | Coya Therapeutics, Inc. | $1.7M | 0.3% | NEW | — |
| 39 |  $VKTX | Viking Therapeutics, Inc. | $1.5M | 0.2% | NEW | — |
| 40 |  $IRTC | iRhythm Holdings, Inc. | $1.2M | 0.2% | NEW | 41.1 |
| 41 |  $TBI | TrueBlue, Inc. | $974,008 | 0.2% | -44% | 34.1 |
| 42 |  $IMRX | Immuneering Corp | $650,365 | 0.1% | NEW | — |
| 43 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $623,250 | 0.1% | NEW | — |
| 44 |  $NVCR | NovoCure Ltd | $549,360 | 0.1% | NEW | — |
| 45 |  $RNTX | Rein Therapeutics, Inc. | $535,080 | 0.1% | -7% | — |
| 46 |  $TMDX | TransMedics Group, Inc. | $497,050 | 0.1% | NEW | 70.1 |
New Positions (16)
$ALKS Alkermes plc.$18.2M$SDGR Schrodinger, Inc.$5.8M$EBS Emergent BioSolutions Inc.$5.3M$ICUI ICU MEDICAL INC/DE$3.5M$UPB Upstream Bio, Inc.$2.2M$OMER OMEROS CORP$1.8M$ISRG INTUITIVE SURGICAL INC$1.8M$ANTX AN2 Therapeutics, Inc.$1.8M$RGNX REGENXBIO Inc.$1.7M$COYA Coya Therapeutics, Inc.$1.7M$VKTX Viking Therapeutics, Inc.$1.5M$IRTC iRhythm Holdings, Inc.$1.2M$IMRX Immuneering Corp$650,365$PVLA PALVELLA THERAPEUTICS, INC.$623,250$NVCR NovoCure Ltd$549,360
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