Prosight Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Prosight Management, LP reported 36 stock positions worth $580.4 million. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 10.6% of the portfolio, followed by Janux Therapeutics (JANX, 10.1%) and Nektar Therapeutics (NKTR, 9.7%). Compared with Q1 2026, it opened 5 new positions, sold out of 15, added to 16 and reduced 15. The biggest buy was a new position in Insmed (INSM) and the biggest sale Procept Biorobotics (PRCT, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $580.4M (Q2 2026)
- SEC Filing
- 0001420506-26-001799 ↗ filed Aug 14, 2026
Holdings Value
Holdings 36 stocks · $580.4M
| LKFT Lakefront Biotherapeutic-ADR | 10.56% | 2,043,344 | $61.3M | Add +31.8% |
| JANX Janux Therapeutics Inc. | 10.07% | 3,804,481 | $58.4M | Add +7.2% |
| NKTR Nektar Therapeutics | 9.74% | 810,000 | $56.5M | Add +10.2% |
| BSX Boston Scientific Corp. | 9.34% | 1,270,273 | $54.2M | Add +59.7% |
| STTK Shattuck Labs Inc. | 7.12% | 5,957,877 | $41.3M | Add +19.1% |
| INSM Insmed Inc. | 6.90% | 375,609 | $40.0M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 5.09% | 98,080 | $29.5M | Add +29.1% |
| SNDX Syndax Pharmaceuticals Inc. | 4.52% | 1,200,000 | $26.2M | Add +55.8% |
| KURA Kura Oncology Inc. | 3.82% | 2,021,964 | $22.2M | Reduce -39.8% |
| ALKS Alkermes PLC | 3.56% | 394,389 | $20.7M | Reduce -23.2% |
| IRTC Irhythm Holdings Inc. | 3.39% | 165,500 | $19.7M | Add +1555.0% |
| VEEV Veeva Systems Inc. Class A | 3.25% | 106,200 | $18.8M | Add +22.8% |
| ZYME Zymeworks Inc. | 3.04% | 674,434 | $17.6M | Add +25.1% |
| ABVX Abivax SA-ADR | 2.47% | 107,394 | $14.3M | Add +2.3% |
| CRNX Crinetics Pharmaceuticals Inc. | 2.42% | 374,666 | $14.0M | Add +7.0% |
| MLYS Mineralys Therapeutics Inc. | 2.09% | 449,795 | $12.1M | New |
| ADCT Adc Therapeutics SA | 1.44% | 7,824,749 | $8.4M | Reduce -5.7% |
| ICUI Icu Medical Inc. | 1.29% | 51,000 | $7.5M | Add +85.8% |
| ISRG Intuitive Surgical Inc. | 1.16% | 17,000 | $6.8M | Add +325.0% |
| CRBP Corbus Pharmaceuticals Holdi | 1.05% | 650,000 | $6.1M | Reduce -6.8% |
| PRCT Procept Biorobotics Corp. | 1.04% | 268,269 | $6.1M | Reduce -86.2% |
| WGS Genedx Holdings Corp. | 1.01% | 85,500 | $5.9M | Reduce -83.7% |
| OPCH Option Care Health Inc. | 0.98% | 270,716 | $5.7M | New |
| OKUR Onkure Therapeutics Inc. Class A | 0.77% | 978,992 | $4.5M | Reduce -54.6% |
| EBS Emergent Biosolutions Inc. | 0.66% | 459,952 | $3.9M | Reduce -28.0% |
| PFE Pfizer Inc. | 0.56% | 135,366 | $3.3M | New |
| KIDS Orthopediatrics Corp. | 0.52% | 157,500 | $3.0M | Reduce -47.9% |
| RCKT Rocket Pharmaceuticals Inc. | 0.41% | 700,000 | $2.4M | Add +2.4% |
| ANTX AN2 Therapeutics Inc. | 0.40% | 474,638 | $2.3M | Reduce -8.0% |
| PLRX Pliant Therapeutics Inc. | 0.27% | 1,370,233 | $1.6M | Reduce -17.8% |
| TECX Tectonic Therapeutic Inc. | 0.24% | 39,731 | $1.4M | Reduce -50.3% |
| MGTX Meiragtx Holdings PLC | 0.21% | 90,000 | $1.2M | Reduce -96.6% |
| EFOR Everforth Inc. | 0.21% | 67,500 | $1.2M | New |
| RNTX Rein Therapeutics Inc. | 0.20% | 1,100,000 | $1.1M | Add +167.3% |
| COYA Coya Therapeutics Inc. | 0.17% | 170,000 | $995K | Reduce -59.6% |
| IMRX Immuneering Corp. Class A | 0.03% | 36,861 | $184K | Reduce -70.1% |
Portfolio Sells Q1 2026 → Q2 2026
| PRCT Procept Biorobotics Corp. | Reduce -86.2% | 1.04% | −6.93 |
| WGS Genedx Holdings Corp. | Reduce -83.7% | 1.01% | −4.50 |
| ADCT Adc Therapeutics SA | Reduce -5.7% | 1.44% | −3.66 |
| MGTX Meiragtx Holdings PLC | Reduce -96.6% | 0.21% | −3.53 |
| CON Concentra Group Holdings Par | Sold out | 0.00% | −1.78 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −1.75 |
| PHR Phreesia Inc. | Sold out | 0.00% | −1.51 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.95 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −0.82 |
| IMVT Immunovant Inc. | Sold out | 0.00% | −0.72 |
| OKUR Onkure Therapeutics Inc. Class A | Reduce -54.6% | 0.77% | −0.69 |
| KURA Kura Oncology Inc. | Reduce -39.8% | 3.82% | −0.65 |
| UPB Upstream Bio Inc. | Sold out | 0.00% | −0.36 |
| OMER Omeros Corp. | Sold out | 0.00% | −0.30 |
| ACET Adicet Bio Inc. | Sold out | 0.00% | −0.28 |
| RGNX Regenxbio Inc. | Sold out | 0.00% | −0.27 |
| KIDS Orthopediatrics Corp. | Reduce -47.9% | 0.52% | −0.27 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.24 |
| EBS Emergent Biosolutions Inc. | Reduce -28.0% | 0.66% | −0.21 |
| TECX Tectonic Therapeutic Inc. | Reduce -50.3% | 0.24% | −0.17 |
| TBI Trueblue Inc. | Sold out | 0.00% | −0.16 |
| PVLA Palvella Therapeutics Inc. | Sold out | 0.00% | −0.10 |
| COYA Coya Therapeutics Inc. | Reduce -59.6% | 0.17% | −0.10 |
| NVCR Novocure Ltd. | Sold out | 0.00% | −0.09 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.08 |
| PLRX Pliant Therapeutics Inc. | Reduce -17.8% | 0.27% | −0.08 |
| IMRX Immuneering Corp. Class A | Reduce -70.1% | 0.03% | −0.07 |
| CRBP Corbus Pharmaceuticals Holdi | Reduce -6.8% | 1.05% | −0.02 |
| ANTX AN2 Therapeutics Inc. | Reduce -8.0% | 0.40% | +0.11 |
| ALKS Alkermes PLC | Reduce -23.2% | 3.56% | +0.58 |
Portfolio Buys Q1 2026 → Q2 2026
| INSM Insmed Inc. | New | 6.90% | +6.90 |
| IRTC Irhythm Holdings Inc. | Add +1555.0% | 3.39% | +3.20 |
| LKFT Lakefront Biotherapeutic-ADR | Add +31.8% | 10.56% | +2.93 |
| MLYS Mineralys Therapeutics Inc. | New | 2.09% | +2.09 |
| JANX Janux Therapeutics Inc. | Add +7.2% | 10.07% | +1.98 |
| STTK Shattuck Labs Inc. | Add +19.1% | 7.12% | +1.85 |
| SNDX Syndax Pharmaceuticals Inc. | Add +55.8% | 4.52% | +1.57 |
| BSX Boston Scientific Corp. | Add +59.7% | 9.34% | +1.16 |
| NKTR Nektar Therapeutics | Add +10.2% | 9.74% | +1.07 |
| OPCH Option Care Health Inc. | New | 0.98% | +0.98 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +29.1% | 5.09% | +0.96 |
| ISRG Intuitive Surgical Inc. | Add +325.0% | 1.16% | +0.86 |
| ZYME Zymeworks Inc. | Add +25.1% | 3.04% | +0.82 |
| VEEV Veeva Systems Inc. Class A | Add +22.8% | 3.25% | +0.76 |
| ICUI Icu Medical Inc. | Add +85.8% | 1.29% | +0.71 |
| PFE Pfizer Inc. | New | 0.56% | +0.56 |
| ABVX Abivax SA-ADR | Add +2.3% | 2.47% | +0.55 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +7.0% | 2.42% | +0.33 |
| EFOR Everforth Inc. | New | 0.21% | +0.21 |
| RNTX Rein Therapeutics Inc. | Add +167.3% | 0.20% | +0.11 |
| RCKT Rocket Pharmaceuticals Inc. | Add +2.4% | 0.41% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 36 | $580.4M | LKFT, JANX, NKTR, BSX, STTK |
| Q1 2026 | 46 | $609.8M | NKTR, BSX, JANX, PRCT, LKFT |
| Q4 2025 | 38 | $483.9M | PRCT, LKFT, JANX, ADCT, KURA |
| Q3 2025 | 41 | $416.5M | LKFT, MGTX, ADCT, KURA, ISRG |
| Q2 2025 | 39 | $410.1M | LKFT, UNH, MGTX, ADCT, BBIO |
| Q1 2025 | 38 | $304.3M | LKFT, MGTX, BBIO, JANX, ROIV |
| Q4 2024 | 35 | $357.0M | LKFT, ACHC, BBIO, MGTX, ABCL |
| Q3 2024 | 41 | $394.4M | ADCT, LKFT, BBIO, ABCL, MGTX |
| Q2 2024 | 46 | $334.6M | LKFT, ADCT, ROIV, BBIO, ZBH |
| Q1 2024 | 44 | $359.5M | STTK, ADCT, LKFT, MGTX, KURA |