Prosight Management, LP
- SEC CIK
- 0001617201
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 36
- −10 vs. Q1 2026
- Portfolio value
- $580.4M
- −$29.5M (−4.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 2,043,344 | $61.3M | 10.6% | +493,344+31.8% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 3,804,481 | $58.4M | 10.1% | +254,481+7.2% | Added | History |
| NKTRNektar Therapeutics | COM NEW | 810,000 | $56.5M | 9.7% | +75,000+10.2% | Added | History |
| BSXBoston Scientific Corp | Stock | 1,270,273 | $54.2M | 9.3% | +474,726+59.7% | Added | History |
| STTKShattuck Labs, Inc. | COM | 5,957,877 | $41.3M | 7.1% | +953,438+19.1% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 375,609 | $40.0M | 6.9% | +375,609 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 98,080 | $29.5M | 5.1% | +22,080+29.1% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,200,000 | $26.2M | 4.5% | +430,000+55.8% | Added | History |
| KURAKura Oncology, Inc. | COM | 2,021,964 | $22.2M | 3.8% | −1,334,736−39.8% | Reduced | History |
| ALKSAlkermes plc. | SHS | 394,389 | $20.7M | 3.6% | −119,243−23.2% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 165,500 | $19.7M | 3.4% | +155,500+1,555.0% | Added | History |
| VEEVVeeva Systems Inc | Stock | 106,200 | $18.8M | 3.2% | +19,720+22.8% | Added | History |
| ZYMEZymeworks Inc. | COM | 674,434 | $17.6M | 3.0% | +135,385+25.1% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 107,394 | $14.3M | 2.5% | +2,394+2.3% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 374,666 | $14.0M | 2.4% | +24,666+7.0% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 449,795 | $12.1M | 2.1% | +449,795 | New | History |
| ADCTADC Therapeutics SA | SHS | 7,824,749 | $8.37M | 1.4% | −475,251−5.7% | Reduced | History |
| ICUIIcu Medical Inc | COM | 51,000 | $7.48M | 1.3% | +23,550+85.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 17,000 | $6.76M | 1.2% | +13,000+325.0% | Added | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 650,000 | $6.10M | 1.1% | −47,108−6.8% | Reduced | History |
| PRCTPROCEPT BioRobotics Corp | COM | 268,269 | $6.06M | 1.0% | −1,676,731−86.2% | Reduced | History |
| WGSGeneDx Holdings Corp. | COM CL A | 85,500 | $5.87M | 1.0% | −437,963−83.7% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 270,716 | $5.68M | 1.0% | +270,716 | New | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 978,992 | $4.46M | 0.8% | −1,175,389−54.6% | Reduced | History |
| EBSEmergent BioSolutions Inc. | COM | 459,952 | $3.85M | 0.7% | −179,166−28.0% | Reduced | History |
| PFEPfizer Inc | Stock | 135,366 | $3.26M | 0.6% | +135,366 | New | History |
| KIDSOrthopediatrics Corp | COM | 157,500 | $3.01M | 0.5% | −144,899−47.9% | Reduced | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 700,000 | $2.39M | 0.4% | +16,144+2.4% | Added | History |
| ANTXAN2 Therapeutics, Inc. | COM | 474,638 | $2.30M | 0.4% | −41,116−8.0% | Reduced | History |
| PLRXPliant Therapeutics, Inc. | COM | 1,370,233 | $1.56M | 0.3% | −297,367−17.8% | Reduced | History |
| TECXTectonic Therapeutic, Inc. | COM | 39,731 | $1.37M | 0.2% | −40,141−50.3% | Reduced | History |
| MGTXMeiraGTx Holdings plc | COM | 90,000 | $1.22M | 0.2% | −2,539,971−96.6% | Reduced | History |
| EFOREverforth Inc | COM | 67,500 | $1.21M | 0.2% | +67,500 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 1,100,000 | $1.14M | 0.2% | +688,400+167.2% | Added | History |
| COYACoya Therapeutics, Inc. | COMMON STOCK | 170,000 | $994.5K | 0.2% | −250,360−59.6% | Reduced | History |
| IMRXImmuneering Corp | CLASS A COM | 36,861 | $183.9K | <0.1% | −86,548−70.1% | Reduced | History |
Sold out since Q1 2026 (15)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 505,822 | $10.8M | 1.8% | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 202,300 | $10.7M | 1.7% | History |
| PHRPhreesia, Inc. | COM | 1,100,000 | $9.22M | 1.5% | History |
| SDGRSchrodinger, Inc. | COM | 510,578 | $5.80M | 1.0% | History |
| ROIVRoivant Sciences Ltd. | SHS | 180,000 | $4.99M | 0.8% | History |
| IMVTImmunovant, Inc. | COM | 175,825 | $4.37M | 0.7% | History |
| UPBUpstream Bio, Inc. | COM | 241,123 | $2.17M | 0.4% | History |
| OMEROmeros Corp | COM | 174,800 | $1.85M | 0.3% | History |
| ACETAdicet Bio, Inc. | COM NEW | 250,244 | $1.70M | 0.3% | History |
| RGNXREGENXBIO Inc. | COM | 200,000 | $1.68M | 0.3% | History |
| VKTXViking Therapeutics, Inc. | COM | 45,000 | $1.46M | 0.2% | History |
| TBITrueBlue, Inc. | COM | 249,107 | $974.0K | 0.2% | History |
| PVLAPalvella Therapeutics, Inc. | COM | 5,000 | $623.3K | 0.1% | History |
| NVCRNovoCure Ltd | ORD SHS | 50,400 | $549.4K | 0.1% | History |
| TMDXTransMedics Group, Inc. | COM | 5,000 | $497.1K | 0.1% | History |