Prosight Management, LP
Sector Allocation
- Healthcare86.0%$499.0M
- Other10.6%$61.3M
- Technology3.3%$18.8M
- Industrials0.2%$1.2M
AUM History
13fpro.ai/research/fund/prosight-management-lp-1617201
Conviction and streaks
Concentrating · top 10 = 70.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- LAKEFRONT$61.3M
JANX
$58.4MNKTR
$56.5MBSX
$54.2MSTTK
$41.3MINSM
$40.0MALNY
$29.5MSNDX
$26.2MKURA
$22.2MALKS
$20.7MIRTC
$19.7MVEEV
$18.8MZYME
$17.6MABVX
$14.3MCRNX
$14.0MMLYS
$12.1MADCT
$8.4MICUI
$7.5MISRG
$6.8MCRBP
$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/prosight-management-lp-1617201
Prosight Management, LP 13F holdings — Q2 2026
$580.4M portfolio (-4.8% QoQ) · 36 holdings · Q2 2026 13F · top 10 are 71% of the stock portfolio
- 1
LAKEFRONT BIOTHERAPEUTICS NV - SPON ADR
$61.3M
10.6% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— $58.4M
10.1% of stocks
+7%This quarter+3.5%Since filed8 qtrsHeldAIQuality26.0#2,602Est. buyEstimated buy price is Pro: unlock with a free trialAdded 8 qtrs in a row$56.5M
9.7% of stocks
+10%This quarter-48.7%Since filed3 qtrsHeld$54.2M
9.3% of stocks
+60%This quarter-12.1%Since filed4 qtrsHeld$41.3M
7.1% of stocks
+19%This quarter-25.3%Since filed10+ qtrsHeld$40.0M
6.9% of stocks
NewThis quarter-24.6%Since filedNew this quarterHeld$29.5M
5.1% of stocks
+29%This quarter-0.4%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$26.2M
4.5% of stocks
+56%This quarter-33.4%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$22.2M
3.8% of stocks
-40%This quarter-11.4%Since filed10+ qtrsHeld$20.7M
3.6% of stocks
-23%This quarter-9.4%Since filed2 qtrsHeld
All holdings — Prosight Management, LP (Q2 2026)
36 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | iRhythm Holdings, Inc. | Healthcare | $19.7M | 3.4% | 166K | +1555% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | VEEVA SYSTEMS INC | Technology | $18.8M | 3.3% | 106K | +23% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Zymeworks Inc. | Healthcare | $17.6M | 3.0% | 674K | +25% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Abivax S.A.adr | Healthcare | $14.3M | 2.5% | 107K | +2% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Crinetics Pharmaceuticals, Inc. | Healthcare | $14.0M | 2.4% | 375K | +7% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mineralys Therapeutics, Inc. | Healthcare | $12.1M | 2.1% | 450K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ADC Therapeutics SA | Healthcare | $8.4M | 1.4% | 7.82M | -6% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ICU MEDICAL INC/DE | Healthcare | $7.5M | 1.3% | 51K | +86% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | INTUITIVE SURGICAL INC | Healthcare | $6.8M | 1.2% | 17K | +325% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Corbus Pharmaceuticals Holdings, Inc. | Healthcare | $6.1M | 1.1% | 650K | -7% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCEPT BioRobotics Corp | Healthcare | $6.1M | 1.0% | 268K | -86% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GeneDx Holdings Corp. | Healthcare | $5.9M | 1.0% | 86K | -84% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Option Care Health, Inc. | Healthcare | $5.7M | 1.0% | 271K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | OnKure Therapeutics, Inc. | Healthcare | $4.5M | 0.8% | 979K | -55% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Emergent BioSolutions Inc. | Healthcare | $3.9M | 0.7% | 460K | -28% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PFE | PFIZER INC | Healthcare | $3.3M | 0.6% | 135K | New | |||
| 27 | $KIDS | ORTHOPEDIATRICS CORP | Healthcare | $3.0M | 0.5% | 158K | -48% | |||
| 28 | $RCKT | ROCKET PHARMACEUTICALS, INC. | Healthcare | $2.4M | 0.4% | 700K | +2% | |||
| 29 | $ANTX | AN2 Therapeutics, Inc. | Healthcare | $2.3M | 0.4% | 475K | -8% | |||
| 30 | $PLRX | PLIANT THERAPEUTICS, INC. | Healthcare | $1.6M | 0.3% | 1.37M | -18% | |||
| 31 | $TECX | Tectonic Therapeutic, Inc. | Healthcare | $1.4M | 0.2% | 40K | -50% | |||
| 32 | $MGTX | MeiraGTx Holdings plc | Healthcare | $1.2M | 0.2% | 90K | -97% | |||
| 33 | $EFOR | Everforth Inc | Industrials | $1.2M | 0.2% | 68K | New | |||
| 34 | $RNTX | Rein Therapeutics, Inc. | Healthcare | $1.1M | 0.2% | 1.10M | +167% | |||
| 35 | $COYA | Coya Therapeutics, Inc. | Healthcare | $995K | 0.2% | 170K | -60% | |||
| 36 | $IMRX | Immuneering Corp | Healthcare | $184K | 0.0% | 37K | -70% |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 16 added to, 15 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (16)
now $54.2M · held 4 qtrs, 4 adds in a row
now $19.7M · held 2 qtrs, 2 adds in a row
- LAKEFRONT BIOTHERAPEUTICS NV - SPON ADR+32%
now $61.3M
now $26.2M · held 9 qtrs, 2 adds in a row
now $29.5M · held 3 qtrs, 3 adds in a row
now $41.3M · held 10+ qtrs, 2 adds in a row
+10 more in the Excel export
Trimmed (15)
$PRCTPROCEPT BioRobotics Corp-86%
now $6.1M · held 4 qtrs
$MGTXMeiraGTx Holdings plc-97%
now $1.2M · held 10+ qtrs, 4 trims in a row
$WGSGeneDx Holdings Corp.-84%
now $5.9M · held 3 qtrs
now $22.2M · held 10+ qtrs
now $20.7M · held 2 qtrs
$OKUROnKure Therapeutics, Inc.-55%
now $4.5M · held 7 qtrs
+9 more in the Excel export
Sold out (15)
$CONConcentra Group Holdings Parent, Inc.was $10.8M
held 4 qtrs
$TERNTerns Pharmaceuticals, Inc.was $10.7M
held 2 qtrs
$PHRPhreesia, Inc.was $9.2M
held 2 qtrs
$SDGRSchrodinger, Inc.was $5.8M
held 1 qtr
$ROIVRoivant Sciences Ltd.was $5.0M
held 9+ qtrs
$IMVTImmunovant, Inc.was $4.4M
+9 more in the Excel export
Holdings by quarter
Every 13F Prosight Management, LP has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Prosight Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Prosight Management's top 20 holdings: 41/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-18.0%
Value-weighted move of the 10 largest stock positions
Turnover
28%
Last quarter; 108% over the last 4
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
52%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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