Prosight Management, LP

CIK

1617201

Location

DALLAS, TX

Portfolio Value

Small $609,819,830

Diversification

Diversified

Filing Date

Global Rank

#2,349 / 8,604 ▲ 360 · as of Mar 2026

Top Industry

Biotechnology 60.4%

3Y Alpha vs SPY

-16.4%

Period ended 3 months ago

Filed May 15, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.7%

SPY

+76.5%

Annualised alpha

-15.3%

Max drawdown

−45.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.3 pts

Top 5

40.6%

+5.9 pts

Top 10

65.0%

+7.8 pts

HHI

518

Diversified+68

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.8%	$608,845,822	45
Industrials	0.2%	$974,008	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
STTK	Shattuck Labs, Inc.	+2,622,937	5,004,439	$32,178,542
OKUR	OnKure Therapeutics, Inc.	+1,337,472	2,154,381	$8,919,137
JANX	Janux Therapeutics, Inc.	+1,157,477	3,550,000	$49,345,000
KURA	Kura Oncology, Inc.	+827,100	3,356,700	$27,289,971
BSX	Boston Scientific Corp	+585,547	795,547	$49,920,574
PRCT	PROCEPT BioRobotics Corp	+565,000	1,945,000	$48,644,450
LKFT	Lakefront Biotherapeutics NV	+475,888	1,550,000	$46,500,000
WGS	GeneDx Holdings Corp.	+468,463	523,463	$33,616,793
NKTR	Nektar Therapeutics	+180,367	735,000	$52,883,250
KIDS	Orthopediatrics Corp	+165,658	302,399	$4,799,072
PHR	Phreesia, Inc.	+122,848	1,100,000	$9,218,000
PLRX	Pliant Therapeutics, Inc.	+111,856	1,667,600	$2,101,176
TERN	Terns Pharmaceuticals, Inc.	+107,300	202,300	$10,665,256
SNDX	Syndax Pharmaceuticals Inc	+105,000	770,000	$17,987,200
ABVX	Abivax S.A.	+88,000	105,000	$11,691,750
CRNX	Crinetics Pharmaceuticals, Inc.	+87,096	350,000	$12,712,000
ALNY	Alnylam Pharmaceuticals, Inc.	+58,891	76,000	$25,146,120
CRBP	Corbus Pharmaceuticals Holdings, Inc.	+13,236	697,108	$6,545,844
ZYME	Zymeworks Inc.	+8,656	539,049	$13,497,786
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
MGTX	MeiraGTx Holdings plc	−579,817	2,629,971	$22,775,548
ROIV	Roivant Sciences Ltd.	−447,162	180,000	$4,986,000
CON	Concentra Group Holdings Parent, Inc.	−385,208	505,822	$10,849,881
TBI	TrueBlue, Inc.	−193,447	249,107	$974,008
ADCT	ADC Therapeutics SA	−177,338	8,300,000	$31,125,000
TECX	Tectonic Therapeutic, Inc.	−155,128	79,872	$2,468,843
IMVT	Immunovant, Inc.	−67,579	175,825	$4,367,493
RCKT	Rocket Pharmaceuticals, Inc.	−60,086	683,856	$2,448,204
RNTX	Rein Therapeutics, Inc.	−31,000	411,600	$535,080
VEEV	Veeva Systems Inc	−3,653	86,480	$15,191,076
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
ALKS	Alkermes plc.	513,632	$18,162,027
SDGR	Schrodinger, Inc.	510,578	$5,800,166
EBS	Emergent BioSolutions Inc.	639,118	$5,304,679
ICUI	Icu Medical Inc/De	27,450	$3,545,167
UPB	Upstream Bio, Inc.	241,123	$2,170,107
OMER	Omeros Corp	174,800	$1,845,888
ISRG	Intuitive Surgical Inc	4,000	$1,843,960
ANTX	AN2 Therapeutics, Inc.	515,754	$1,763,878
RGNX	REGENXBIO Inc.	200,000	$1,676,000
COYA	Coya Therapeutics, Inc.	420,360	$1,656,218
VKTX	Viking Therapeutics, Inc.	45,000	$1,464,300
IRTC	iRhythm Holdings, Inc.	10,000	$1,180,200
IMRX	Immuneering Corp	123,409	$650,365
PVLA	Palvella Therapeutics, Inc.	5,000	$623,250
NVCR	NovoCure Ltd	50,400	$549,360
TMDX	TransMedics Group, Inc.	5,000	$497,050
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ICLR	Icon PLC	110,000	$20,044,200
FOLD	AMICUS THERAPEUTICS, INC.	1,150,000	$16,376,000
SEM	Select Medical Holdings Corp	1,035,086	$15,371,027
AVTR	Avantor, Inc.	898,499	$10,296,798
LH	Labcorp Holdings Inc.	34,532	$8,663,388
CDNA	CareDx, Inc.	250,000	$4,710,000
BBIO	BridgeBio Pharma, Inc.	30,000	$2,294,700
TEM	Tempus AI, Inc.	35,000	$2,066,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $609,819,830 total · as of Mar 31, 2026

All sectors Healthcare Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NKTR	Nektar Therapeutics Healthcare	Added	735,000	+180,367	$52,883,250	+125.5%	8.67%
BSX	Boston Scientific Corp Healthcare	Added	795,547	+585,547	$49,920,574	+149.3%	8.19%
JANX	Janux Therapeutics, Inc. Healthcare	Added	3,550,000	+1,157,477	$49,345,000	+49.5%	8.09%
PRCT	PROCEPT BioRobotics Corp Healthcare	Added	1,945,000	+565,000	$48,644,450	+12.0%	7.98%
LKFT	Lakefront Biotherapeutics NV Healthcare	Added	1,550,000	+475,888	$46,500,000	+32.4%	7.63%
WGS	GeneDx Holdings Corp. Healthcare	Added	523,463	+468,463	$33,616,793	+369.9%	5.51%
STTK	Shattuck Labs, Inc. Healthcare	Added	5,004,439	+2,622,937	$32,178,542	+270.2%	5.28%
ADCT	ADC Therapeutics SA Healthcare	Reduced	8,300,000	-8,654,676	$31,125,000	−48.0%	5.10%
KURA	Kura Oncology, Inc. Healthcare	Added	3,356,700	+827,100	$27,289,971	+3.8%	4.48%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	76,000	+58,891	$25,146,120	+269.6%	4.12%
MGTX	MeiraGTx Holdings plc Healthcare	Reduced	2,629,971	-579,817	$22,775,548	−10.7%	3.73%
ALKS	Alkermes plc. Healthcare	NEW	513,632	NEW	$18,162,027	NEW	2.98%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Added	770,000	+105,000	$17,987,200	+28.7%	2.95%
VEEV	Veeva Systems Inc Healthcare	Reduced	86,480	-3,653	$15,191,076	−24.5%	2.49%
ZYME	Zymeworks Inc. Healthcare	Added	539,049	+8,656	$13,497,786	−3.3%	2.21%
CRNX	Crinetics Pharmaceuticals, Inc. Healthcare	Added	350,000	+87,096	$12,712,000	+3.9%	2.08%
ABVX	Abivax S.A. Healthcare	Added	105,000	+88,000	$11,691,750	+410.0%	1.92%
CON	Concentra Group Holdings Parent, Inc. Healthcare	Reduced	505,822	-385,208	$10,849,881	−38.1%	1.78%
TERN	Terns Pharmaceuticals, Inc. Healthcare	Added	202,300	+107,300	$10,665,256	+177.9%	1.75%
PHR	Phreesia, Inc. Healthcare	Added	1,100,000	+122,848	$9,218,000	−44.2%	1.51%
OKUR	OnKure Therapeutics, Inc. Healthcare	Added	2,154,381	+1,337,472	$8,919,137	+276.5%	1.46%
CRBP	Corbus Pharmaceuticals Holdings, Inc. Healthcare	Added	697,108	+13,236	$6,545,844	+17.6%	1.07%
SDGR	Schrodinger, Inc. Healthcare	NEW	510,578	NEW	$5,800,166	NEW	0.95%
EBS	Emergent BioSolutions Inc. Healthcare	NEW	639,118	NEW	$5,304,679	NEW	0.87%
ROIV	Roivant Sciences Ltd. Healthcare	Reduced	180,000	-447,162	$4,986,000	−63.4%	0.82%
KIDS	Orthopediatrics Corp Healthcare	Added	302,399	+165,658	$4,799,072	+97.6%	0.79%
IMVT	Immunovant, Inc. Healthcare	Reduced	175,825	-67,579	$4,367,493	−29.4%	0.72%
ICUI	Icu Medical Inc/De Healthcare	NEW	27,450	NEW	$3,545,167	NEW	0.58%
TECX	Tectonic Therapeutic, Inc. Healthcare	Reduced	79,872	-155,128	$2,468,843	−49.6%	0.40%
RCKT	Rocket Pharmaceuticals, Inc. Healthcare	Reduced	683,856	-60,086	$2,448,204	−6.2%	0.40%
UPB	Upstream Bio, Inc. Healthcare	NEW	241,123	NEW	$2,170,107	NEW	0.36%
PLRX	Pliant Therapeutics, Inc. Healthcare	Added	1,667,600	+111,856	$2,101,176	+10.7%	0.34%
OMER	Omeros Corp Healthcare	NEW	174,800	NEW	$1,845,888	NEW	0.30%
ISRG	Intuitive Surgical Inc Healthcare	NEW	4,000	NEW	$1,843,960	NEW	0.30%
ANTX	AN2 Therapeutics, Inc. Healthcare	NEW	515,754	NEW	$1,763,878	NEW	0.29%
ACET	Adicet Bio, Inc. Healthcare	Held	250,244	0	$1,704,161	−19.1%	0.28%
RGNX	REGENXBIO Inc. Healthcare	NEW	200,000	NEW	$1,676,000	NEW	0.27%
COYA	Coya Therapeutics, Inc. Healthcare	NEW	420,360	NEW	$1,656,218	NEW	0.27%
VKTX	Viking Therapeutics, Inc. Healthcare	NEW	45,000	NEW	$1,464,300	NEW	0.24%
IRTC	iRhythm Holdings, Inc. Healthcare	NEW	10,000	NEW	$1,180,200	NEW	0.19%
TBI	TrueBlue, Inc. Industrials	Reduced	249,107	-193,447	$974,008	−51.6%	0.16%
IMRX	Immuneering Corp Healthcare	NEW	123,409	NEW	$650,365	NEW	0.11%
PVLA	Palvella Therapeutics, Inc. Healthcare	NEW	5,000	NEW	$623,250	NEW	0.10%
NVCR	NovoCure Ltd Healthcare	NEW	50,400	NEW	$549,360	NEW	0.09%
RNTX	Rein Therapeutics, Inc. Healthcare	Reduced	411,600	-31,000	$535,080	+4.2%	0.09%
TMDX	TransMedics Group, Inc. Healthcare	NEW	5,000	NEW	$497,050	NEW	0.08%