Prosight Management, LP
13F Reported Value
ⓘ$580.4M
Holdings
36
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Prosight Management, LP disclosed 36 positions worth $580.4M in its Form 13F-HR for Q2 2026, followed by $JANX and $NKTR. During the quarter the fund opened 5 new positions and exited 15 — including a new stake in $INSM and a full exit from $CON. The portfolio is most concentrated in Healthcare (86.0% 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
$BSX
$STTK
$SNDX$JANX$BSX
$NKTR$STTKSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
LAKEFRONT BIOTHERAPEUTICS NV - SPON ADR
—Quality
$61.3M2,043,344 sh- 30.1#2,503
Quality
$58.4M3,804,481 sh - 9.7#2,915
Quality
$56.5M810,000 sh - 77.5
Quality
$54.2M1,270,273 sh - —
Quality
$41.3M5,957,877 sh - 39.4
Quality
$40.0M375,609 sh - 71.4
Quality
$29.5M98,080 sh - 33.8
Quality
$26.2M1,200,000 sh - 27.6
Quality
$22.2M2,021,964 sh - —
Quality
$20.7M394,389 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| LAKEFRONT BIOTHERAPEUTICS NV - SPON ADR | — | $61.3M | 2,043,344 |
| Janux Therapeutics, Inc.$JANX | 30.1#2,503 | $58.4M | 3,804,481 |
| NEKTAR THERAPEUTICS$NKTR | 9.7#2,915 | $56.5M | 810,000 |
| BOSTON SCIENTIFIC CORP$BSX | 77.5 | $54.2M | 1,270,273 |
| Shattuck Labs, Inc.$STTK | — | $41.3M | 5,957,877 |
 INSMED Inc$INSM | 39.4 | $40.0M | 375,609 |
 ALNYLAM PHARMACEUTICALS, INC.$ALNY | 71.4 | $29.5M | 98,080 |
| Syndax Pharmaceuticals Inc$SNDX | 33.8 | $26.2M | 1,200,000 |
 Kura Oncology, Inc.$KURA | 27.6 | $22.2M | 2,021,964 |
 Alkermes plc.$ALKS | — | $20.7M | 394,389 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prosight Management, LP's 36 positions.
Showing top 10 of 36 holdings.
Sector Allocation
Healthcare
$499.0M
Other
$61.3M
Technology
$18.8M
Industrials
$1.2M
Full Holdings — Prosight Management, LP (Q2 2026)
All 36 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 | — | LAKEFRONT BIOTHERAPEUTICS NV - SPON ADR | $61.3M | 10.6% | +32% | — |
| 2 | $JANX | Janux Therapeutics, Inc. | $58.4M | 10.1% | +7% | 30.1 |
| 3 | $NKTR | NEKTAR THERAPEUTICS | $56.5M | 9.7% | +10% | 9.7 |
| 4 | $BSX | BOSTON SCIENTIFIC CORP | $54.2M | 9.3% | +60% | 77.5 |
| 5 | $STTK | Shattuck Labs, Inc. | $41.3M | 7.1% | +19% | — |
| 6 | $INSM | INSMED Inc | $40.0M | 6.9% | NEW | 39.4 |
| 7 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $29.5M | 5.1% | +29% | 71.4 |
| 8 | $SNDX | Syndax Pharmaceuticals Inc | $26.2M | 4.5% | +56% | 33.8 |
| 9 | $KURA | Kura Oncology, Inc. | $22.2M | 3.8% | -40% | 27.6 |
| 10 | $ALKS | Alkermes plc. | $20.7M | 3.6% | -23% | — |
| 11 |  $IRTC | iRhythm Holdings, Inc. | $19.7M | 3.4% | +1555% | 54.8 |
| 12 |  $VEEV | VEEVA SYSTEMS INC | $18.8M | 3.3% | +23% | 77.6 |
| 13 |  $ZYME | Zymeworks Inc. | $17.6M | 3.0% | +25% | 8.7 |
| 14 |  $ABVX | Abivax S.A. | $14.3M | 2.5% | +2% | — |
| 15 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $14.0M | 2.4% | +7% | 25.5 |
| 16 |  $MLYS | Mineralys Therapeutics, Inc. | $12.1M | 2.1% | NEW | — |
| 17 |  $ADCT | ADC Therapeutics SA | $8.4M | 1.4% | -6% | 21.8 |
| 18 |  $ICUI | ICU MEDICAL INC/DE | $7.5M | 1.3% | +86% | 49 |
| 19 |  $ISRG | INTUITIVE SURGICAL INC | $6.8M | 1.2% | +325% | 79.9 |
| 20 |  $CRBP | Corbus Pharmaceuticals Holdings, Inc. | $6.1M | 1.1% | -7% | — |
| 21 |  $PRCT | PROCEPT BioRobotics Corp | $6.1M | 1.0% | -86% | 33.3 |
| 22 |  $WGS | GeneDx Holdings Corp. | $5.9M | 1.0% | -84% | 35.4 |
| 23 |  $OPCH | Option Care Health, Inc. | $5.7M | 1.0% | NEW | 56 |
| 24 |  $OKUR | OnKure Therapeutics, Inc. | $4.5M | 0.8% | -55% | — |
| 25 |  $EBS | Emergent BioSolutions Inc. | $3.9M | 0.7% | -28% | 31.2 |
| 26 |  $PFE | PFIZER INC | $3.3M | 0.6% | NEW | 62 |
| 27 |  $KIDS | ORTHOPEDIATRICS CORP | $3.0M | 0.5% | -48% | 37.8 |
| 28 |  $RCKT | ROCKET PHARMACEUTICALS, INC. | $2.4M | 0.4% | +2% | — |
| 29 |  $ANTX | AN2 Therapeutics, Inc. | $2.3M | 0.4% | -8% | — |
| 30 |  $PLRX | PLIANT THERAPEUTICS, INC. | $1.6M | 0.3% | -18% | — |
| 31 |  $TECX | Tectonic Therapeutic, Inc. | $1.4M | 0.2% | -50% | — |
| 32 |  $MGTX | MeiraGTx Holdings plc | $1.2M | 0.2% | -97% | — |
| 33 |  $EFOR | Everforth Inc | $1.2M | 0.2% | NEW | 45.1 |
| 34 |  $RNTX | Rein Therapeutics, Inc. | $1.1M | 0.2% | +167% | — |
| 35 |  $COYA | Coya Therapeutics, Inc. | $994,500 | 0.2% | -60% | — |
| 36 |  $IMRX | Immuneering Corp | $183,936 | 0.0% | -70% | — |
New Positions (5)
Exited Positions (15)
$CON Concentra Group Holdings Parent, Inc.
$TERN Terns Pharmaceuticals, Inc.
$PHR Phreesia, Inc.
$SDGR Schrodinger, Inc.
$ROIV Roivant Sciences Ltd.
$IMVT Immunovant, Inc.
$UPB Upstream Bio, Inc.
$OMER OMEROS CORP
$ACET Adicet Bio, Inc.
$RGNX REGENXBIO Inc.
$VKTX Viking Therapeutics, Inc.
$TBI TrueBlue, Inc.
$PVLA PALVELLA THERAPEUTICS, INC.
$NVCR NovoCure Ltd
$TMDX TransMedics Group, Inc.Browse Top Institutional Investors
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