Prosight Management, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1617201) · Explore on the interactive board
Prosight Management, LP disclosed 36 US equity positions worth $580.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is LKFT at 10.6% of the reported book, followed by JANX, NKTR. The top ten holdings are 70.7% of the book, and the portfolio behaves like about 16 equal-weight positions. Versus the prior filing it opened 5 new positions, added to 16, reduced 15 and exited 15. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Prosight Management, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 5 new, 16 added, 15 reduced, 15 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | LKFT LAKEFRONT BIOTHERAPEUTICS NV | Healthcare | 10.6% | $61.3m | 2,043,344 | 32% | added |
| 2 | JANX JANUX THERAPEUTICS INC | Healthcare | 10.1% | $58.4m | 3,804,481 | 7% | added |
| 3 | NKTR NEKTAR THERAPEUTICS | Healthcare | 9.7% | $56.5m | 810,000 | 10% | added |
| 4 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 9.3% | $54.2m | 1,270,273 | 60% | added |
| 5 | STTK SHATTUCK LABS INC | Healthcare | 7.1% | $41.3m | 5,957,877 | 19% | added |
| 6 | INSM INSMED INC | Healthcare | 6.9% | $40.0m | 375,609 | – | new |
| 7 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 5.1% | $29.5m | 98,080 | 29% | added |
| 8 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 4.5% | $26.2m | 1,200,000 | 56% | added |
| 9 | KURA KURA ONCOLOGY INC | Healthcare | 3.8% | $22.2m | 2,021,964 | -40% | reduced |
| 10 | ALKS ALKERMES PLC | Healthcare | 3.6% | $20.7m | 394,389 | -23% | reduced |
| 11 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 3.4% | $19.7m | 165,500 | 1555% | added |
| 12 | VEEV VEEVA SYS INC | Healthcare | 3.2% | $18.8m | 106,200 | 23% | added |
| 13 | ZYME ZYMEWORKS INC | Healthcare | 3.0% | $17.6m | 674,434 | 25% | added |
| 14 | ABVX ABIVAX SA | Healthcare | 2.5% | $14.3m | 107,394 | 2% | added |
| 15 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.4% | $14.0m | 374,666 | 7% | added | |
| 16 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.1% | $12.1m | 449,795 | – | new |
| 17 | ADCT ADC THERAPEUTICS SA | Healthcare | 1.4% | $8.4m | 7,824,749 | -6% | reduced |
| 18 | ICUI ICU MED INC | Healthcare | 1.3% | $7.5m | 51,000 | 86% | added |
| 19 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2% | $6.8m | 17,000 | 325% | added |
| 20 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.1% | $6.1m | 650,000 | -7% | reduced |
| 21 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 1.0% | $6.1m | 268,269 | -86% | reduced |
| 22 | WGS GENEDX HOLDINGS CORP | Healthcare | 1.0% | $5.9m | 85,500 | -84% | reduced |
| 23 | OPCH OPTION CARE HEALTH INC | Healthcare | 1.0% | $5.7m | 270,716 | – | new |
| 24 | OKUR ONKURE THERAPEUTICS INC | 0.8% | $4.5m | 978,992 | -55% | reduced | |
| 25 | EBS EMERGENT BIOSOLUTIONS INC | Healthcare | 0.7% | $3.9m | 459,952 | -28% | reduced |
| 26 | PFE PFIZER INC | Healthcare | 0.6% | $3.3m | 135,366 | – | new |
| 27 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.5% | $3.0m | 157,500 | -48% | reduced |
| 28 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.4% | $2.4m | 700,000 | 2% | added |
| 29 | ANTX AN2 THERAPEUTICS INC | 0.4% | $2.3m | 474,638 | -8% | reduced | |
| 30 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.3% | $1.6m | 1,370,233 | -18% | reduced |
| 31 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 0.2% | $1.4m | 39,731 | -50% | reduced |
| 32 | MGTX MEIRAGTX HLDGS PLC | Healthcare | 0.2% | $1.2m | 90,000 | -97% | reduced |
| 33 | EFOR EVERFORTH INC | Technology | 0.2% | $1.2m | 67,500 | – | new |
| 34 | RNTX REIN THERAPEUTICS INC | 0.2% | $1.1m | 1,100,000 | 167% | added | |
| 35 | COYA COYA THERAPEUTICS INC | 0.2% | $994.5k | 170,000 | -60% | reduced | |
| 36 | IMRX IMMUNEERING CORP | 0.0% | $183.9k | 36,861 | -70% | reduced |
What did Prosight Management, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| CON CONCENTRA GROUP HOLDINGS PAR | 18.9% | $10.8m |
| 430 TERNS PHARMACEUTICALS INC | 18.6% | $10.7m |
| PHR PHREESIA INC | 16.1% | $9.2m |
| SDGR SCHRODINGER INC | 10.1% | $5.8m |
| ROIV ROIVANT SCIENCES LTD | 8.7% | $5.0m |
| IMVT IMMUNOVANT INC | 7.6% | $4.4m |
| UPB UPSTREAM BIO INC | 3.8% | $2.2m |
| OMER OMEROS CORP | 3.2% | $1.8m |
| ACET ADICET BIO INC | 3.0% | $1.7m |
| RGNX REGENXBIO INC | 2.9% | $1.7m |
| VKTX VIKING THERAPEUTICS INC | 2.6% | $1.5m |
| TBI TRUEBLUE INC | 1.7% | $974.0k |
| PVLA PALVELLA THERAPEUTICS INC NE | 1.1% | $623.2k |
| NVCR NOVOCURE LTD | 1.0% | $549.4k |
| TMDX TRANSMEDICS GROUP INC | 0.9% | $497.1k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 95.8% |
| Technology | 0.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Prosight Management, LP's portfolio?
Across every quarter Prosight Management, LP has filed, its median largest position is 9.6% of the book and its median top-ten weight is 67.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 15.0 completed holding spells, the median lasted 1.0 quarters; 36.0 positions are still open and their final length is unknown.