Prosight Management, LP 13F holdings
Prosight Management, LP reported 36 positions with a total reported value of $580.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: LAKEFRONT BIOTHERAPEUTICS NV (10.6%), JANX JANUX THERAPEUTICS INC (10.1%), NKTR NEKTAR THERAPEUTICS (9.7%), BSX BOSTON SCIENTIFIC CORP (9.3%), STTK SHATTUCK LABS INC (7.1%). Against 2026-03-31 it opened 6 new positions and exited 16. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 36 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LAKEFRONT BIOTHERAPEUTICS NV | 2,043,344 | $61.3M | 10.6% |
| JANX JANUX THERAPEUTICS INC | 3,804,481 | $58.4M | 10.1% |
| NKTR NEKTAR THERAPEUTICS | 810,000 | $56.5M | 9.7% |
| BSX BOSTON SCIENTIFIC CORP | 1,270,273 | $54.2M | 9.3% |
| STTK SHATTUCK LABS INC | 5,957,877 | $41.3M | 7.1% |
| INSM INSMED INC | 375,609 | $40.0M | 6.9% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 98,080 | $29.5M | 5.1% |
| SNDX SYNDAX PHARMACEUTICALS INC | 1,200,000 | $26.2M | 4.5% |
| KURA KURA ONCOLOGY INC | 2,021,964 | $22.2M | 3.8% |
| ALKS ALKERMES PLC | 394,389 | $20.7M | 3.6% |
| IRTC IRHYTHM HOLDINGS INC | 165,500 | $19.7M | 3.4% |
| VEEV VEEVA SYS INC | 106,200 | $18.8M | 3.2% |
| ZYME ZYMEWORKS INC | 674,434 | $17.6M | 3.0% |
| ABVX ABIVAX SA | 107,394 | $14.3M | 2.5% |
| CRNX CRINETICS PHARMACEUTICALS IN | 374,666 | $14.0M | 2.4% |
| MLYS MINERALYS THERAPEUTICS INC | 449,795 | $12.1M | 2.1% |
| ADCT ADC THERAPEUTICS SA | 7,824,749 | $8.4M | 1.4% |
| ICUI ICU MED INC | 51,000 | $7.5M | 1.3% |
| ISRG INTUITIVE SURGICAL INC | 17,000 | $6.8M | 1.2% |
| CRBP CORBUS PHARMACEUTICALS HLDGS | 650,000 | $6.1M | 1.1% |
| PRCT PROCEPT BIOROBOTICS CORP | 268,269 | $6.1M | 1.0% |
| WGS GENEDX HOLDINGS CORP | 85,500 | $5.9M | 1.0% |
| OPCH OPTION CARE HEALTH INC | 270,716 | $5.7M | 1.0% |
| OKUR ONKURE THERAPEUTICS INC | 978,992 | $4.5M | 0.8% |
| EBS EMERGENT BIOSOLUTIONS INC | 459,952 | $3.9M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 16 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| GALAPAGOS NV | 1,550,000 | $46.5M | 7.6% |
| CON CONCENTRA GROUP HOLDINGS PAR | 505,822 | $10.8M | 1.8% |
| TERNS PHARMACEUTICALS INC | 202,300 | $10.7M | 1.7% |
| PHR PHREESIA INC | 1,100,000 | $9.2M | 1.5% |
| SDGR SCHRODINGER INC | 510,578 | $5.8M | 1.0% |
| ROIV ROIVANT SCIENCES LTD | 180,000 | $5.0M | 0.8% |
| IMVT IMMUNOVANT INC | 175,825 | $4.4M | 0.7% |
| UPB UPSTREAM BIO INC | 241,123 | $2.2M | 0.4% |
| OMER OMEROS CORP | 174,800 | $1.8M | 0.3% |
| ACET ADICET BIO INC | 250,244 | $1.7M | 0.3% |
| RGNX REGENXBIO INC | 200,000 | $1.7M | 0.3% |
| VKTX VIKING THERAPEUTICS INC | 45,000 | $1.5M | 0.2% |
| TBI TRUEBLUE INC | 249,107 | $974.0K | 0.2% |
| PVLA PALVELLA THERAPEUTICS INC NE | 5,000 | $623.2K | 0.1% |
| NVCR NOVOCURE LTD | 50,400 | $549.4K | <0.1% |
| TMDX TRANSMEDICS GROUP INC | 5,000 | $497.1K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BSX BOSTON SCIENTIFIC CORP | 795,547 | 1,270,273 | +59.7% | $54.2M |
| IRTC IRHYTHM HOLDINGS INC | 10,000 | 165,500 | +1,555.0% | $19.7M |
| SNDX SYNDAX PHARMACEUTICALS INC | 770,000 | 1,200,000 | +55.8% | $26.2M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 76,000 | 98,080 | +29.1% | $29.5M |
| STTK SHATTUCK LABS INC | 5,004,439 | 5,957,877 | +19.1% | $41.3M |
| NKTR NEKTAR THERAPEUTICS | 735,000 | 810,000 | +10.2% | $56.5M |
| ISRG INTUITIVE SURGICAL INC | 4,000 | 17,000 | +325.0% | $6.8M |
| JANX JANUX THERAPEUTICS INC | 3,550,000 | 3,804,481 | +7.2% | $58.4M |
| ZYME ZYMEWORKS INC | 539,049 | 674,434 | +25.1% | $17.6M |
| VEEV VEEVA SYS INC | 86,480 | 106,200 | +22.8% | $18.8M |
| ICUI ICU MED INC | 27,450 | 51,000 | +85.8% | $7.5M |
| CRNX CRINETICS PHARMACEUTICALS IN | 350,000 | 374,666 | +7.0% | $14.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PRCT PROCEPT BIOROBOTICS CORP | 1,945,000 | 268,269 | -86.2% | $6.1M |
| MGTX MEIRAGTX HLDGS PLC | 2,629,971 | 90,000 | -96.6% | $1.2M |
| WGS GENEDX HOLDINGS CORP | 523,463 | 85,500 | -83.7% | $5.9M |
| KURA KURA ONCOLOGY INC | 3,356,700 | 2,021,964 | -39.8% | $22.2M |
| ALKS ALKERMES PLC | 513,632 | 394,389 | -23.2% | $20.7M |
| OKUR ONKURE THERAPEUTICS INC | 2,154,381 | 978,992 | -54.6% | $4.5M |
| KIDS ORTHOPEDIATRICS CORP | 302,399 | 157,500 | -47.9% | $3.0M |
| EBS EMERGENT BIOSOLUTIONS INC | 639,118 | 459,952 | -28.0% | $3.9M |
| COYA COYA THERAPEUTICS INC | 420,360 | 170,000 | -59.6% | $994.5K |
| TECX TECTONIC THERAPEUTIC INC | 79,872 | 39,731 | -50.3% | $1.4M |
| ADCT ADC THERAPEUTICS SA | 8,300,000 | 7,824,749 | -5.7% | $8.4M |
| CRBP CORBUS PHARMACEUTICALS HLDGS | 697,108 | 650,000 | -6.8% | $6.1M |
CIK 1617201 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
