Prosight Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Prosight Management, LP disclosed 36 US equity positions worth $580.4m in its Q2 2026 13F filing. The largest position was LKFT at 10.6% of the reported book, followed by JANX and NKTR. Against the Q1 2026 filing, it opened 5 new positions, added to 16 and reduced 15 among the top 36 holdings.
What did Prosight Management, LP own in Q2 2026? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.