Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 46
- +8 vs. Q4 2025
- Portfolio value
- $609.8M
- +$125.9M (+26.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NKTRNektar Therapeutics | COM NEW | 735,000 | $52.9M | 8.7% | +180,367+32.5% | Added | History |
| BSXBoston Scientific Corp | Stock | 795,547 | $49.9M | 8.2% | +585,547+278.8% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 3,550,000 | $49.3M | 8.1% | +1,157,477+48.4% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 1,945,000 | $48.6M | 8.0% | +565,000+40.9% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,550,000 | $46.5M | 7.6% | +475,888+44.3% | Added | History |
| WGSGeneDx Holdings Corp. | COM CL A | 523,463 | $33.6M | 5.5% | +468,463+851.8% | Added | History |
| STTKShattuck Labs, Inc. | COM | 5,004,439 | $32.2M | 5.3% | +2,622,937+110.1% | Added | History |
| ADCTADC Therapeutics SA | SHS | 8,300,000 | $31.1M | 5.1% | −177,338−2.1% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 3,356,700 | $27.3M | 4.5% | +827,100+32.7% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 76,000 | $25.1M | 4.1% | +58,891+344.2% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 2,629,971 | $22.8M | 3.7% | −579,817−18.1% | Reduced | History |
| ALKSAlkermes plc. | SHS | 513,632 | $18.2M | 3.0% | +513,632 | New | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 770,000 | $18.0M | 2.9% | +105,000+15.8% | Added | History |
| VEEVVeeva Systems Inc | Stock | 86,480 | $15.2M | 2.5% | −3,653−4.1% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 539,049 | $13.5M | 2.2% | +8,656+1.6% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 350,000 | $12.7M | 2.1% | +87,096+33.1% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 105,000 | $11.7M | 1.9% | +88,000+517.6% | Added | History |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 505,822 | $10.8M | 1.8% | −385,208−43.2% | Reduced | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 202,300 | $10.7M | 1.7% | +107,300+112.9% | Added | History |
| PHRPhreesia, Inc. | COM | 1,100,000 | $9.22M | 1.5% | +122,848+12.6% | Added | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 2,154,381 | $8.92M | 1.5% | +1,337,472+163.7% | Added | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 697,108 | $6.55M | 1.1% | +13,236+1.9% | Added | History |
| SDGRSchrodinger, Inc. | COM | 510,578 | $5.80M | 1.0% | +510,578 | New | History |
| EBSEmergent BioSolutions Inc. | COM | 639,118 | $5.30M | 0.9% | +639,118 | New | History |
| ROIVRoivant Sciences Ltd. | SHS | 180,000 | $4.99M | 0.8% | −447,162−71.3% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 302,399 | $4.80M | 0.8% | +165,658+121.1% | Added | History |
| IMVTImmunovant, Inc. | COM | 175,825 | $4.37M | 0.7% | −67,579−27.8% | Reduced | History |
| ICUIIcu Medical Inc | COM | 27,450 | $3.55M | 0.6% | +27,450 | New | History |
| TECXTectonic Therapeutic, Inc. | COM | 79,872 | $2.47M | 0.4% | −155,128−66.0% | Reduced | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 683,856 | $2.45M | 0.4% | −60,086−8.1% | Reduced | History |
| UPBUpstream Bio, Inc. | COM | 241,123 | $2.17M | 0.4% | +241,123 | New | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,667,600 | $2.10M | 0.3% | +111,856+7.2% | Added | History |
| OMEROmeros Corp | COM | 174,800 | $1.85M | 0.3% | +174,800 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 4,000 | $1.84M | 0.3% | +4,000 | New | History |
| ANTXAN2 Therapeutics, Inc. | COM | 515,754 | $1.76M | 0.3% | +515,754 | New | History |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $1.70M | 0.3% | 00.0% | Unchanged | History |
| RGNXREGENXBIO Inc. | COM | 200,000 | $1.68M | 0.3% | +200,000 | New | History |
| COYACoya Therapeutics, Inc. | COMMON STOCK | 420,360 | $1.66M | 0.3% | +420,360 | New | History |
| VKTXViking Therapeutics, Inc. | COM | 45,000 | $1.46M | 0.2% | +45,000 | New | History |
| IRTCiRhythm Holdings, Inc. | COM | 10,000 | $1.18M | 0.2% | +10,000 | New | History |
| TBITrueBlue, Inc. | COM | 249,107 | $974.0K | 0.2% | −193,447−43.7% | Reduced | History |
| IMRXImmuneering Corp | CLASS A COM | 123,409 | $650.4K | 0.1% | +123,409 | New | History |
| PVLAPalvella Therapeutics, Inc. | COM | 5,000 | $623.3K | 0.1% | +5,000 | New | History |
| NVCRNovoCure Ltd | ORD SHS | 50,400 | $549.4K | 0.1% | +50,400 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 411,600 | $535.1K | 0.1% | −31,000−7.0% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 5,000 | $497.1K | 0.1% | +5,000 | New | History |
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 110,000 | $20.0M | 4.1% | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,150,000 | $16.4M | 3.4% | History |
| SEMSelect Medical Holdings Corp | COM | 1,035,086 | $15.4M | 3.2% | History |
| AVTRAvantor, Inc. | COM | 898,499 | $10.3M | 2.1% | History |
| LHLabcorp Holdings Inc. | Stock | 34,532 | $8.66M | 1.8% | History |
| CDNACareDx, Inc. | COM | 250,000 | $4.71M | 1.0% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 30,000 | $2.29M | 0.5% | History |
| TEMTempus AI, Inc. | CL A | 35,000 | $2.07M | 0.4% | History |