Prosight Management, LP
CIK 1617201 · View on SEC EDGAR ↗
- Portfolio value
- $609.8M
- Positions
- 46
- As of
- March 31, 2026 Data as of Q1 2026
#3,108 of 8,643 by 13F value · top 36.0%
Portfolio value QoQ: +26.0% 13F does not disclose cash
- Top 10 holdings weight
- 70.73%
- Top 25 holdings weight
- 96.79%
- Positions above 1%
- 22
- Effective number of positions
- 16.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 27.79% Est. buys $165,356,235 · sells $194,920,288
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 40.0% still held
- New positions
- 5
- Increased
- 16
- Decreased
- 15
- Closed
- 15
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
99.8%
Technology
0.2%
Full portfolio 36 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GLPG Galapagos NV - American Depositary Shares | $61,259,453 | 10.56% | 2,043,344 | $14,759,453 | Up ×2 | ||
| JANX Janux Therapeutics, Inc. - Common Stock | $58,436,828 | 10.07% | 3,804,481 | $9,091,828 | Up ×6 | ||
| NKTR Nektar Therapeutics - Common Stock | $56,546,100 | 9.74% | 810,000 | $3,662,850 | Up ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $54,215,252 | 9.34% | 1,270,273 | $4,294,678 | Up ×3 | ||
| STTK Shattuck Labs, Inc. - Common Stock | $41,347,666 | 7.12% | 5,957,877 | $9,169,123 | Up ×2 | ||
| INSM Insmed Incorporated - Common Stock | $40,047,432 | 6.90% | 375,609 | Up ×1 | |||
| ALNY Alnylam Pharmaceuticals, Inc. - Common Stock | $29,525,022 | 5.09% | 98,080 | $4,378,902 | Up ×2 | ||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $26,232,000 | 4.52% | 1,200,000 | $8,244,800 | Up ×2 | ||
| KURA Kura Oncology, Inc. - Common Stock | $22,180,945 | 3.82% | 2,021,964 | $-5,109,026 | Down ×1 | ||
| ALKS Alkermes plc - Ordinary Shares | $20,664,012 | 3.56% | 394,389 | $2,501,984 | Down ×1 | ||
| IRTC iRhythm Holdings, Inc. - Common Stock | $19,686,225 | 3.39% | 165,500 | $18,506,025 | Up ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $18,847,314 | 3.25% | 106,200 | $3,656,237 | Up ×1 | ||
| ZYME Zymeworks Inc. - Common Stock | $17,629,705 | 3.04% | 674,434 | $4,131,918 | Up ×2 | ||
| ABVX Abivax SA - American Depositary Shares | $14,311,324 | 2.47% | 107,394 | $2,619,574 | Up ×2 | ||
| CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | $14,020,002 | 2.42% | 374,666 | $1,308,002 | Up ×2 | ||
| MLYS Mineralys Therapeutics, Inc. - Common Stock | $12,135,469 | 2.09% | 449,795 | Up ×1 | |||
| ADCT ADC Therapeutics SA Common Shares | $8,372,481 | 1.44% | 7,824,749 | $-22,752,519 | Down ×2 | ||
| ICUI ICU Medical, Inc. - Common Stock | $7,476,600 | 1.29% | 51,000 | $3,931,432 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $6,760,560 | 1.16% | 17,000 | $4,916,600 | Up ×1 | ||
| CRBP Corbus Pharmaceuticals Holdings, Inc. - Common Stock | $6,097,000 | 1.05% | 650,000 | $-448,844 | Down ×1 | ||
| PRCT PROCEPT BioRobotics Corporation - Common Stock | $6,057,514 | 1.04% | 268,269 | $-42,586,936 | Down ×1 | ||
| WGS GeneDx Holdings Corp. - Class A Common Stock | $5,869,575 | 1.01% | 85,500 | $-27,747,219 | Down ×1 | ||
| OPCH Option Care Health, Inc. - Common Stock | $5,676,915 | 0.98% | 270,716 | Up ×1 | |||
| OKUR OnKure Therapeutics, Inc. - Class A Common Stock | $4,464,204 | 0.77% | 978,992 | $-4,454,933 | Down ×1 | ||
| EBS Emergent BioSolutions Inc. Common Stock | $3,854,398 | 0.66% | 459,952 | $-1,450,281 | Down ×1 | ||
| PFE Pfizer, Inc. Common Stock | $3,259,613 | 0.56% | 135,366 | Up ×1 | |||
| KIDS OrthoPediatrics Corp. - Common Stock | $3,012,975 | 0.52% | 157,500 | $-1,786,097 | Down ×1 | ||
| RCKT Rocket Pharmaceuticals, Inc. - Common Stock | $2,394,000 | 0.41% | 700,000 | $-54,204 | Up ×1 | ||
| ANTX AN2 Therapeutics, Inc. - Common Stock | $2,297,248 | 0.40% | 474,638 | $533,369 | Down ×1 | ||
| PLRX Pliant Therapeutics, Inc. - Common Stock | $1,562,066 | 0.27% | 1,370,233 | $-539,110 | Down ×1 | ||
| TECX Tectonic Therapeutic, Inc. - Common Stock | $1,365,753 | 0.24% | 39,731 | $-1,103,091 | Down ×4 | ||
| MGTX MeiraGTx Holdings plc - Ordinary Shares | $1,215,900 | 0.21% | 90,000 | $-21,559,649 | Down ×4 | ||
| ASGN ASGN Incorporated Common Stock | $1,206,225 | 0.21% | 67,500 | Up ×1 | |||
| RNTX Rein Therapeutics, Inc. - Common Stock | $1,144,000 | 0.20% | 1,100,000 | $608,920 | Up ×1 | ||
| COYA Coya Therapeutics, Inc. - Common Stock | $994,500 | 0.17% | 170,000 | $-661,718 | Down ×1 | ||
| IMRX Immuneering Corporation - Class A Common Stock | $183,936 | 0.03% | 36,861 | $-466,429 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ADCT | Trimmed | -475K | -$22.8M |
| GLPG | Bought more | +493K | +$14.8M |
| STTK | Bought more | +953K | +$9.2M |
| JANX | Bought more | +254K | +$9.1M |
| SNDX | Bought more | +430K | +$8.2M |
| KURA | Trimmed | -1.3M | -$5.1M |
| ISRG | Bought more | +13K | +$4.9M |
| OKUR | Trimmed | -1.2M | -$4.5M |
| ALNY | Bought more | +22K | +$4.4M |
| BSX | Bought more | +475K | +$4.3M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| UNH | Sept. 30, 2025 | 110,000 | $34,316,700 | 14.4% |
| ISRG | Dec. 31, 2025 | 48,711 | $21,785,021 | -28.9% |
| ICLR | March 31, 2026 | 110,000 | $20,044,200 | 56.9% |
| FOLD | March 31, 2026 | 1,150,000 | $16,376,000 | No longer tracked |
| SEM | March 31, 2026 | 1,035,086 | $15,371,027 | No longer tracked |
| DXCM | Dec. 31, 2025 | 195,217 | $13,136,152 | 37.6% |
| CON | June 30, 2026 | 505,822 | $10,849,882 | 19.3% |
| TERN | June 30, 2026 | 202,300 | $10,665,256 | No longer tracked |
| AVTR | March 31, 2026 | 898,499 | $10,296,799 | 78.6% |
| MIRM | Sept. 30, 2025 | 200,000 | $10,178,000 | 39.8% |
| PHR | June 30, 2026 | 1,100,000 | $9,218,000 | 14.0% |
| BHVN | Dec. 31, 2025 | 600,000 | $9,006,000 | 27.3% |
| LH | March 31, 2026 | 34,532 | $8,663,388 | 23.3% |
| ZBH | March 31, 2025 | 80,000 | $8,450,400 | -10.7% |
| VRTX | Dec. 31, 2025 | 20,500 | $8,028,620 | 19.3% |
| SDGR | June 30, 2025 | 385,000 | $7,599,900 | -4.5% |
| ISRG | June 30, 2025 | 14,000 | $6,933,780 | -25.9% |
| LIVN | Sept. 30, 2025 | 140,000 | $6,302,800 | 54.6% |
| ABCL | June 30, 2025 | 2,815,652 | $6,278,904 | 243.6% |
| ACHC | Dec. 31, 2025 | 250,000 | $6,190,000 | 104.8% |
| SDGR | June 30, 2026 | 510,578 | $5,800,166 | 18.2% |
| ROIV | June 30, 2026 | 180,000 | $4,986,000 | 4.7% |
| CDNA | March 31, 2026 | 250,000 | $4,710,000 | 170.9% |
| IMVT | June 30, 2026 | 175,825 | $4,367,493 | 16.7% |
| HAE | June 30, 2025 | 65,400 | $4,156,170 | 43.4% |
| CNC | March 31, 2025 | 55,000 | $3,331,900 | 7.2% |
| BPMC | June 30, 2025 | 36,512 | $3,231,677 | No longer tracked |
| AXGN | Sept. 30, 2025 | 282,809 | $3,068,478 | 181.6% |
| LNTH | Sept. 30, 2025 | 34,576 | $2,830,391 | 95.6% |
| ALGN | Dec. 31, 2025 | 19,442 | $2,434,527 | 10.6% |
| ARGX | Dec. 31, 2025 | 3,300 | $2,433,948 | 21.2% |
| ADUS | June 30, 2025 | 24,045 | $2,377,810 | 4.4% |
| BBIO | March 31, 2026 | 30,000 | $2,294,700 | 14.1% |
| MURA | Sept. 30, 2025 | 900,000 | $2,223,000 | No longer tracked |
| UPB | June 30, 2026 | 241,123 | $2,170,107 | 1.6% |
| TWST | Dec. 31, 2025 | 75,000 | $2,110,500 | 323.0% |
| TEM | March 31, 2026 | 35,000 | $2,066,750 | 23.2% |
| AKRO | Dec. 31, 2025 | 39,072 | $1,855,139 | No longer tracked |
| OMER | June 30, 2026 | 174,800 | $1,845,888 | 85.5% |
| CTMX | Dec. 31, 2025 | 564,800 | $1,801,712 | -17.4% |
| ACET | June 30, 2026 | 250,244 | $1,704,162 | 8.0% |
| RGNX | June 30, 2026 | 200,000 | $1,676,000 | -1.1% |
| SGHT | Dec. 31, 2025 | 439,941 | $1,513,397 | 7.8% |
| VKTX | June 30, 2026 | 45,000 | $1,464,300 | -11.5% |
| SYRE | June 30, 2025 | 74,921 | $1,208,850 | 605.7% |
| FTRE | March 31, 2025 | 55,100 | $1,027,615 | 141.0% |
| TBI | June 30, 2026 | 249,107 | $974,008 | 56.4% |
| SDGR | Dec. 31, 2025 | 34,830 | $698,690 | 7.5% |
| PVLA | June 30, 2026 | 5,000 | $623,250 | -1.5% |
| NVCR | June 30, 2026 | 50,400 | $549,360 | 18.8% |
| TMDX | June 30, 2026 | 5,000 | $497,050 | 41.5% |
| ERAS | Sept. 30, 2025 | 240,295 | $305,175 | 728.0% |
| PEPG | Sept. 30, 2025 | 243,980 | $270,818 | -37.2% |
| PRTA | Dec. 31, 2025 | 20,000 | $195,200 | -3.8% |
| IMNM | June 30, 2025 | 23,618 | $158,949 | 211.4% |
| ACTU | Dec. 31, 2025 | 885 | $5,921 | -83.5% |