Prosight Management, LP — 13F Holdings & Portfolio
CIK 1617201 · latest 13F-HR filed 2026-08-14
Prosight Management, LP manages $580.4M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LKFT (10.56%), JANX (10.07%), NKTR (9.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 15, added to 17, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1365
DALLAS, TX 75225
$580.4M
Long-equity book
36
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −15 / ↑17 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- IRHYTHM HOLDINGS INC$18.5M +1568.0%
- LAKEFRONT BIOTHERAPEUTICS NV$14.8M +31.7%
- SHATTUCK LABS INC$9.2M +28.5%
- JANUX THERAPEUTICS INC$9.1M +18.4%
- SYNDAX PHARMACEUTICALS INC$8.2M +45.8%
Top Trims
- PROCEPT BIOROBOTICS CORP-$42.6M -87.5%
- GENEDX HOLDINGS CORP-$27.7M -82.5%
- ADC THERAPEUTICS SA-$22.8M -73.1%
- MEIRAGTX HLDGS PLC-$21.6M -94.7%
- KURA ONCOLOGY INC-$5.1M -18.7%
New Positions
- INSMED INC$40.0M
- MINERALYS THERAPEUTICS INC$12.1M
- OPTION CARE HEALTH INC$5.7M
- PFIZER INC$3.3M
- EVERFORTH INC$1.2M
Exited Positions
- CONCENTRA GROUP HOLDINGS PAR$10.8M
- TERNS PHARMACEUTICALS INC$10.7M
- PHREESIA INC$9.2M
- SCHRODINGER INC$5.8M
- ROIVANT SCIENCES LTD$5.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LAKEFRONT BIOTHERAPEUTICS NV | LKFT | 36315X101 | $61.3M | 10.56% | 2,043,344 | SH |
| 2 | JANUX THERAPEUTICS INC | JANX | 47103J105 | $58.4M | 10.07% | 3,804,481 | SH |
| 3 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $56.5M | 9.74% | 810,000 | SH |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $54.2M | 9.34% | 1,270,273 | SH |
| 5 | SHATTUCK LABS INC | STTK | 82024L103 | $41.3M | 7.12% | 5,957,877 | SH |
| 6 | INSMED INC | INSM | 457669307 | $40.0M | 6.90% | 375,609 | SH |
| 7 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $29.5M | 5.09% | 98,080 | SH |
| 8 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $26.2M | 4.52% | 1,200,000 | SH |
| 9 | KURA ONCOLOGY INC | KURA | 50127T109 | $22.2M | 3.82% | 2,021,964 | SH |
| 10 | ALKERMES PLC | ALKS | G01767105 | $20.7M | 3.56% | 394,389 | SH |
| 11 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $19.7M | 3.39% | 165,500 | SH |
| 12 | VEEVA SYS INC | VEEV | 922475108 | $18.8M | 3.25% | 106,200 | SH |
| 13 | ZYMEWORKS INC | ZYME | 98985Y108 | $17.6M | 3.04% | 674,434 | SH |
| 14 | ABIVAX SA | ABVX | 00370M103 | $14.3M | 2.47% | 107,394 | SH |
| 15 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $14.0M | 2.42% | 374,666 | SH |
| 16 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $12.1M | 2.09% | 449,795 | SH |
| 17 | ADC THERAPEUTICS SA | ADCT | H0036K147 | $8.4M | 1.44% | 7,824,749 | SH |
| 18 | ICU MED INC | ICUI | 44930G107 | $7.5M | 1.29% | 51,000 | SH |
| 19 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $6.8M | 1.16% | 17,000 | SH |
| 20 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 21833P301 | $6.1M | 1.05% | 650,000 | SH |
| 21 | PROCEPT BIOROBOTICS CORP | PRCT | 74276L105 | $6.1M | 1.04% | 268,269 | SH |
| 22 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $5.9M | 1.01% | 85,500 | SH |
| 23 | OPTION CARE HEALTH INC | OPCH | 68404L201 | $5.7M | 0.98% | 270,716 | SH |
| 24 | ONKURE THERAPEUTICS INC | OKUR | 68277Q105 | $4.5M | 0.77% | 978,992 | SH |
| 25 | EMERGENT BIOSOLUTIONS INC | EBS | 29089Q105 | $3.9M | 0.66% | 459,952 | SH |
| 26 | PFIZER INC | PFE | 717081103 | $3.3M | 0.56% | 135,366 | SH |
| 27 | ORTHOPEDIATRICS CORP | KIDS | 68752L100 | $3.0M | 0.52% | 157,500 | SH |
| 28 | ROCKET PHARMACEUTICALS INC | RCKT | 77313F106 | $2.4M | 0.41% | 700,000 | SH |
| 29 | AN2 THERAPEUTICS INC | ANTX | 037326105 | $2.3M | 0.40% | 474,638 | SH |
| 30 | PLIANT THERAPEUTICS INC | PLRX | 729139105 | $1.6M | 0.27% | 1,370,233 | SH |
| 31 | TECTONIC THERAPEUTIC INC | TECX | 878972108 | $1.4M | 0.24% | 39,731 | SH |
| 32 | MEIRAGTX HLDGS PLC | MGTX | G59665102 | $1.2M | 0.21% | 90,000 | SH |
| 33 | EVERFORTH INC | EFOR | 00191U102 | $1.2M | 0.21% | 67,500 | SH |
| 34 | REIN THERAPEUTICS INC | RNTX | 00887A204 | $1.1M | 0.20% | 1,100,000 | SH |
| 35 | COYA THERAPEUTICS INC | COYA | 22407B108 | $994.5K | 0.17% | 170,000 | SH |
| 36 | IMMUNEERING CORP | IMRX | 45254E107 | $183.9K | 0.03% | 36,861 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $580.4M | 36 | 0001420506-26-001799 |
| 2026-03-31 | 2026-05-15 | $609.8M | 46 | 0001420506-26-001036 |
| 2025-12-31 | 2026-02-13 | $483.9M | 38 | 0001420506-26-000422 |
| 2025-09-30 | 2025-11-14 | $428.8M | 44 | 0001420506-25-003233 |