Prosight Management, LP
Filing Date
Global Rank
#2,627
/ 8,700
▲ 533
Top Industry
Biotechnology
71.6%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020
Portfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.6%
+1.7 pts
Top 5
46.8%
+5.6 pts
Top 10
70.7%
+4.5 pts
HHI
626
Diversified+92
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 99.8% | $579,146,147 |
| Technology | 0.2% | $1,206,225 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STTK | Shattuck Labs, Inc. | +953,438 | 5,957,877 | $41,347,666 | |
| RNTX | Rein Therapeutics, Inc. | +688,400 | 1,100,000 | $1,144,000 | |
| LKFT | Lakefront Biotherapeutics NV | +493,344 | 2,043,344 | $61,259,453 | |
| BSX | Boston Scientific Corp | +474,726 | 1,270,273 | $54,215,251 | |
| SNDX | Syndax Pharmaceuticals Inc | +430,000 | 1,200,000 | $26,232,000 | |
| JANX | Janux Therapeutics, Inc. | +254,481 | 3,804,481 | $58,436,828 | |
| IRTC | iRhythm Holdings, Inc. | +155,500 | 165,500 | $19,686,225 | |
| ZYME | Zymeworks Inc. | +135,385 | 674,434 | $17,629,704 | |
| NKTR | Nektar Therapeutics | +75,000 | 810,000 | $56,546,100 | |
| CRNX | Crinetics Pharmaceuticals, Inc. | +24,666 | 374,666 | $14,020,001 | |
| ICUI | Icu Medical Inc/De | +23,550 | 51,000 | $7,476,600 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | +22,080 | 98,080 | $29,525,022 | |
| VEEV | Veeva Systems Inc | +19,720 | 106,200 | $18,847,314 | |
| RCKT | Rocket Pharmaceuticals, Inc. | +16,144 | 700,000 | $2,394,000 | |
| ISRG | Intuitive Surgical Inc | +13,000 | 17,000 | $6,760,560 | |
| ABVX | Abivax S.A. | +2,394 | 107,394 | $14,311,324 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MGTX | MeiraGTx Holdings plc | −2,539,971 | 90,000 | $1,215,900 | |
| PRCT | PROCEPT BioRobotics Corp | −1,676,731 | 268,269 | $6,057,514 | |
| KURA | Kura Oncology, Inc. | −1,334,736 | 2,021,964 | $22,180,945 | |
| OKUR | OnKure Therapeutics, Inc. | −1,175,389 | 978,992 | $4,464,203 | |
| ADCT | ADC Therapeutics SA | −475,251 | 7,824,749 | $8,372,481 | |
| WGS | GeneDx Holdings Corp. | −437,963 | 85,500 | $5,869,575 | |
| PLRX | Pliant Therapeutics, Inc. | −297,367 | 1,370,233 | $1,562,065 | |
| COYA | Coya Therapeutics, Inc. | −250,360 | 170,000 | $994,500 | |
| EBS | Emergent BioSolutions Inc. | −179,166 | 459,952 | $3,854,397 | |
| KIDS | Orthopediatrics Corp | −144,899 | 157,500 | $3,012,975 | |
| ALKS | Alkermes plc. | −119,243 | 394,389 | $20,665,983 | |
| IMRX | Immuneering Corp | −86,548 | 36,861 | $183,936 | |
| CRBP | Corbus Pharmaceuticals Holdings, Inc. | −47,108 | 650,000 | $6,097,000 | |
| ANTX | AN2 Therapeutics, Inc. | −41,116 | 474,638 | $2,297,247 | |
| TECX | Tectonic Therapeutic, Inc. | −40,141 | 39,731 | $1,365,951 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CON | Concentra Group Holdings Parent, Inc. | 505,822 | $10,849,881 | |
| PHR | Phreesia, Inc. | 1,100,000 | $9,218,000 | |
| SDGR | Schrodinger, Inc. | 510,578 | $5,800,166 | |
| ROIV | Roivant Sciences Ltd. | 180,000 | $4,986,000 | |
| IMVT | Immunovant, Inc. | 175,825 | $4,367,493 | |
| UPB | Upstream Bio, Inc. | 241,123 | $2,170,107 | |
| OMER | Omeros Corp | 174,800 | $1,845,888 | |
| ACET | Adicet Bio, Inc. | 250,244 | $1,704,161 | |
| RGNX | REGENXBIO Inc. | 200,000 | $1,676,000 | |
| VKTX | Viking Therapeutics, Inc. | 45,000 | $1,464,300 | |
| TBI | TrueBlue, Inc. | 249,107 | $974,008 | |
| PVLA | Palvella Therapeutics, Inc. | 5,000 | $623,250 | |
| NVCR | NovoCure Ltd | 50,400 | $549,360 | |
| TMDX | TransMedics Group, Inc. | 5,000 | $497,050 | |
| — | 202,300 | $0 | ||
| No positions match the current search. | ||||
36 tracked positions ·
$580,352,372 total
· filing declares
36 positions · $580,350,212
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LKFT |
Lakefront Biotherapeutics NV
Healthcare
|
Added | 2,043,344 | $61,259,453 | 10.56% | |
| JANX |
Janux Therapeutics, Inc.
Healthcare
|
Added | 3,804,481 | $58,436,828 | 10.07% | |
| NKTR |
Nektar Therapeutics
Healthcare
|
Added | 810,000 | $56,546,100 | 9.74% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 1,270,273 | $54,215,251 | 9.34% | |
| STTK |
Shattuck Labs, Inc.
Healthcare
|
Added | 5,957,877 | $41,347,666 | 7.12% | |
| INSM |
INSMED Inc
Healthcare
|
NEW | 375,609 | $40,047,431 | 6.90% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Added | 98,080 | $29,525,022 | 5.09% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Added | 1,200,000 | $26,232,000 | 4.52% | |
| KURA |
Kura Oncology, Inc.
Healthcare
|
Reduced | 2,021,964 | $22,180,945 | 3.82% | |
| ALKS |
Alkermes plc.
Healthcare
|
Reduced | 394,389 | $20,665,983 | 3.56% | |
| IRTC |
iRhythm Holdings, Inc.
Healthcare
|
Added | 165,500 | $19,686,225 | 3.39% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Added | 106,200 | $18,847,314 | 3.25% | |
| ZYME |
Zymeworks Inc.
Healthcare
|
Added | 674,434 | $17,629,704 | 3.04% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 107,394 | $14,311,324 | 2.47% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
Added | 374,666 | $14,020,001 | 2.42% | |
| MLYS |
Mineralys Therapeutics, Inc.
Healthcare
|
NEW | 449,795 | $12,135,469 | 2.09% | |
| ADCT |
ADC Therapeutics SA
Healthcare
|
Reduced | 7,824,749 | $8,372,481 | 1.44% | |
| ICUI |
Icu Medical Inc/De
Healthcare
|
Added | 51,000 | $7,476,600 | 1.29% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 17,000 | $6,760,560 | 1.16% | |
| CRBP |
Corbus Pharmaceuticals Holdings, Inc.
Healthcare
|
Reduced | 650,000 | $6,097,000 | 1.05% | |
| PRCT |
PROCEPT BioRobotics Corp
Healthcare
|
Reduced | 268,269 | $6,057,514 | 1.04% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
Reduced | 85,500 | $5,869,575 | 1.01% | |
| OPCH |
Option Care Health, Inc.
Healthcare
|
NEW | 270,716 | $5,676,914 | 0.98% | |
| OKUR |
OnKure Therapeutics, Inc.
Healthcare
|
Reduced | 978,992 | $4,464,203 | 0.77% | |
| EBS |
Emergent BioSolutions Inc.
Healthcare
|
Reduced | 459,952 | $3,854,397 | 0.66% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 135,366 | $3,259,613 | 0.56% | |
| KIDS |
Orthopediatrics Corp
Healthcare
|
Reduced | 157,500 | $3,012,975 | 0.52% | |
| RCKT |
Rocket Pharmaceuticals, Inc.
Healthcare
|
Added | 700,000 | $2,394,000 | 0.41% | |
| ANTX |
AN2 Therapeutics, Inc.
Healthcare
|
Reduced | 474,638 | $2,297,247 | 0.40% | |
| PLRX |
Pliant Therapeutics, Inc.
Healthcare
|
Reduced | 1,370,233 | $1,562,065 | 0.27% | |
| TECX |
Tectonic Therapeutic, Inc.
Healthcare
|
Reduced | 39,731 | $1,365,951 | 0.24% | |
| MGTX |
MeiraGTx Holdings plc
Healthcare
|
Reduced | 90,000 | $1,215,900 | 0.21% | |
| EFOR |
Everforth Inc
Technology
|
NEW | 67,500 | $1,206,225 | 0.21% | |
| RNTX |
Rein Therapeutics, Inc.
Healthcare
|
Added | 1,100,000 | $1,144,000 | 0.20% | |
| COYA |
Coya Therapeutics, Inc.
Healthcare
|
Reduced | 170,000 | $994,500 | 0.17% | |
| IMRX |
Immuneering Corp
Healthcare
|
Reduced | 36,861 | $183,936 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.