Prosight Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Prosight Management, LP reported 46 stock positions worth $609.8 million. Its top holding was Nektar Therapeutics (NKTR) at 8.7% of the portfolio, followed by Boston Scientific (BSX, 8.2%) and Janux Therapeutics (JANX, 8.1%). Compared with Q4 2025, it opened 16 new positions, sold out of 8, added to 19 and reduced 10. The biggest buy was Boston Scientific (BSX, shares +279%) and the biggest sale an exit from Icon (ICLR).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001617201
- Portfolio Value
- $609.8M (Q1 2026)
- SEC Filing
- 0001420506-26-001036 ↗ filed May 15, 2026
Holdings Value
Holdings 46 stocks · $609.8M
| NKTR Nektar Therapeutics | 8.67% | 735,000 | $52.9M | Add +32.5% |
| BSX Boston Scientific Corp. | 8.19% | 795,547 | $49.9M | Add +278.8% |
| JANX Janux Therapeutics Inc. | 8.09% | 3,550,000 | $49.3M | Add +48.4% |
| PRCT Procept Biorobotics Corp. | 7.98% | 1,945,000 | $48.6M | Add +40.9% |
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 7.63% | 1,550,000 | $46.5M | Add +44.3% |
| WGS Genedx Holdings Corp. | 5.51% | 523,463 | $33.6M | Add +851.8% |
| STTK Shattuck Labs Inc. | 5.28% | 5,004,439 | $32.2M | Add +110.1% |
| ADCT Adc Therapeutics SA | 5.10% | 8,300,000 | $31.1M | Reduce -2.1% |
| KURA Kura Oncology Inc. | 4.48% | 3,356,700 | $27.3M | Add +32.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 4.12% | 76,000 | $25.1M | Add +344.2% |
| MGTX Meiragtx Holdings PLC | 3.73% | 2,629,971 | $22.8M | Reduce -18.1% |
| ALKS Alkermes PLC | 2.98% | 513,632 | $18.2M | New |
| SNDX Syndax Pharmaceuticals Inc. | 2.95% | 770,000 | $18.0M | Add +15.8% |
| VEEV Veeva Systems Inc. Class A | 2.49% | 86,480 | $15.2M | Reduce -4.0% |
| ZYME Zymeworks Inc. | 2.21% | 539,049 | $13.5M | Add +1.6% |
| CRNX Crinetics Pharmaceuticals Inc. | 2.08% | 350,000 | $12.7M | Add +33.1% |
| ABVX Abivax SA-ADR | 1.92% | 105,000 | $11.7M | Add +517.6% |
| CON Concentra Group Holdings Par | 1.78% | 505,822 | $10.8M | Reduce -43.2% |
| TERN Terns Pharmaceuticals Inc. | 1.75% | 202,300 | $10.7M | Add +113.0% |
| PHR Phreesia Inc. | 1.51% | 1,100,000 | $9.2M | Add +12.6% |
| OKUR Onkure Therapeutics Inc. Class A | 1.46% | 2,154,381 | $8.9M | Add +163.7% |
| CRBP Corbus Pharmaceuticals Holdi | 1.07% | 697,108 | $6.5M | Add +1.9% |
| SDGR Schrodinger Inc. | 0.95% | 510,578 | $5.8M | New |
| EBS Emergent Biosolutions Inc. | 0.87% | 639,118 | $5.3M | New |
| ROIV Roivant Sciences Ltd. | 0.82% | 180,000 | $5.0M | Reduce -71.3% |
| KIDS Orthopediatrics Corp. | 0.79% | 302,399 | $4.8M | Add +121.2% |
| IMVT Immunovant Inc. | 0.72% | 175,825 | $4.4M | Reduce -27.8% |
| ICUI Icu Medical Inc. | 0.58% | 27,450 | $3.5M | New |
| TECX Tectonic Therapeutic Inc. | 0.40% | 79,872 | $2.5M | Reduce -66.0% |
| RCKT Rocket Pharmaceuticals Inc. | 0.40% | 683,856 | $2.4M | Reduce -8.1% |
| UPB Upstream Bio Inc. | 0.36% | 241,123 | $2.2M | New |
| PLRX Pliant Therapeutics Inc. | 0.34% | 1,667,600 | $2.1M | Add +7.2% |
| OMER Omeros Corp. | 0.30% | 174,800 | $1.8M | New |
| ISRG Intuitive Surgical Inc. | 0.30% | 4,000 | $1.8M | New |
| ANTX AN2 Therapeutics Inc. | 0.29% | 515,754 | $1.8M | New |
| ACET Adicet Bio Inc. | 0.28% | 250,244 | $1.7M | No change |
| RGNX Regenxbio Inc. | 0.27% | 200,000 | $1.7M | New |
| COYA Coya Therapeutics Inc. | 0.27% | 420,360 | $1.7M | New |
| VKTX Viking Therapeutics Inc. | 0.24% | 45,000 | $1.5M | New |
| IRTC Irhythm Holdings Inc. | 0.19% | 10,000 | $1.2M | New |
| TBI Trueblue Inc. | 0.16% | 249,107 | $974K | Reduce -43.7% |
| IMRX Immuneering Corp. Class A | 0.11% | 123,409 | $650K | New |
| PVLA Palvella Therapeutics Inc. | 0.10% | 5,000 | $623K | New |
| NVCR Novocure Ltd. | 0.09% | 50,400 | $549K | New |
| RNTX Rein Therapeutics Inc. | 0.09% | 411,600 | $535K | Reduce -7.0% |
| TMDX Transmedics Group Inc. | 0.08% | 5,000 | $497K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ICLR Icon PLC | Sold out | 0.00% | −4.14 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −3.38 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −3.18 |
| AVTR Avantor Inc. | Sold out | 0.00% | −2.13 |
| ROIV Roivant Sciences Ltd. | Reduce -71.3% | 0.82% | −1.99 |
| CON Concentra Group Holdings Par | Reduce -43.2% | 1.78% | −1.84 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −1.79 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.0% | 2.49% | −1.67 |
| MGTX Meiragtx Holdings PLC | Reduce -18.1% | 3.73% | −1.54 |
| ADCT Adc Therapeutics SA | Reduce -2.1% | 5.10% | −1.08 |
| CDNA Caredx Inc. | Sold out | 0.00% | −0.97 |
| TECX Tectonic Therapeutic Inc. | Reduce -66.0% | 0.40% | −0.61 |
| IMVT Immunovant Inc. | Reduce -27.8% | 0.72% | −0.56 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.47 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.43 |
| TBI Trueblue Inc. | Reduce -43.7% | 0.16% | −0.26 |
| RCKT Rocket Pharmaceuticals Inc. | Reduce -8.1% | 0.40% | −0.14 |
| RNTX Rein Therapeutics Inc. | Reduce -7.0% | 0.09% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BSX Boston Scientific Corp. | Add +278.8% | 8.19% | +4.05 |
| WGS Genedx Holdings Corp. | Add +851.8% | 5.51% | +4.03 |
| NKTR Nektar Therapeutics | Add +32.5% | 8.67% | +3.83 |
| STTK Shattuck Labs Inc. | Add +110.1% | 5.28% | +3.48 |
| ALKS Alkermes PLC | New | 2.98% | +2.98 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +344.2% | 4.12% | +2.72 |
| ABVX Abivax SA-ADR | Add +517.6% | 1.92% | +1.44 |
| JANX Janux Therapeutics Inc. | Add +48.4% | 8.09% | +1.27 |
| OKUR Onkure Therapeutics Inc. Class A | Add +163.7% | 1.46% | +0.97 |
| TERN Terns Pharmaceuticals Inc. | Add +113.0% | 1.75% | +0.96 |
| SDGR Schrodinger Inc. | New | 0.95% | +0.95 |
| EBS Emergent Biosolutions Inc. | New | 0.87% | +0.87 |
| ICUI Icu Medical Inc. | New | 0.58% | +0.58 |
| LKFT Lakefront Biotherapeutic-ADR | Add +44.3% | 7.63% | +0.37 |
| UPB Upstream Bio Inc. | New | 0.36% | +0.36 |
| OMER Omeros Corp. | New | 0.30% | +0.30 |
| ISRG Intuitive Surgical Inc. | New | 0.30% | +0.30 |
| ANTX AN2 Therapeutics Inc. | New | 0.29% | +0.29 |
| KIDS Orthopediatrics Corp. | Add +121.2% | 0.79% | +0.29 |
| RGNX Regenxbio Inc. | New | 0.27% | +0.27 |
| COYA Coya Therapeutics Inc. | New | 0.27% | +0.27 |
| VKTX Viking Therapeutics Inc. | New | 0.24% | +0.24 |
| IRTC Irhythm Holdings Inc. | New | 0.19% | +0.19 |
| IMRX Immuneering Corp. Class A | New | 0.11% | +0.11 |
| PVLA Palvella Therapeutics Inc. | New | 0.10% | +0.10 |
| NVCR Novocure Ltd. | New | 0.09% | +0.09 |
| TMDX Transmedics Group Inc. | New | 0.08% | +0.08 |
| SNDX Syndax Pharmaceuticals Inc. | Add +15.8% | 2.95% | +0.06 |
| PLRX Pliant Therapeutics Inc. | Add +7.2% | 0.34% | −0.05 |
| CRBP Corbus Pharmaceuticals Holdi | Add +1.9% | 1.07% | −0.08 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +33.1% | 2.08% | −0.44 |
| ZYME Zymeworks Inc. | Add +1.6% | 2.21% | −0.67 |
| KURA Kura Oncology Inc. | Add +32.7% | 4.48% | −0.96 |
| PRCT Procept Biorobotics Corp. | Add +40.9% | 7.98% | −0.99 |
| PHR Phreesia Inc. | Add +12.6% | 1.51% | −1.90 |
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 |