Prosight Management, LP
DALLAS, TX
$580m in 36 US stocks at the end of 30 June 2026. The top 10 are 70.7% of the money. It changed about 30.3% of the portfolio this quarter.
Value
$580m
Stocks
36
Top 10 share
70.7%
Turnover
30.3%
What changed this quarter
New
Bought for the first time this quarter.
- InsmedINSM6.9% of the fund
- Mineralys TherapeuticsMLYS2.1% of the fund
- Option Care HealthOPCH1.0% of the fund
- PfizerPFE0.6% of the fund
- EverforthEFOR0.2% of the fund
Added
Bought more of a stock they already held.
- Lakefront Biotherapeutics NVLKFT10.6% of the fund+32%
- Janux TherapeuticsJANX10.1% of the fund+7%
- Nektar TherapeuticsNKTR9.7% of the fund+10%
- Boston ScientificBSX9.3% of the fund+60%
- Shattuck LabsSTTK7.1% of the fund+19%
- Alnylam PharmaceuticalsALNY5.1% of the fund+29%
- Syndax PharmaceuticalsSNDX4.5% of the fund+56%
- iRhythm HoldingsIRTC3.4% of the fund+1555%
- Veeva SystemsVEEV3.2% of the fund+23%
- ZymeworksZYME3.0% of the fund+25%
- Abivax SAABVX2.5% of the fund+2%
- Crinetics PharmaceuticalsCRNX2.4% of the fund+7%
- ICU MedicalICUI1.3% of the fund+86%
- Intuitive SurgicalISRG1.2% of the fund+325%
- Rocket PharmaceuticalsRCKT0.4% of the fund+2%
- Rein TherapeuticsRNTX0.2% of the fund+167%
Cut
Sold some of their stake.
- Kura OncologyKURA3.8% of the fund-40%
- Alkermes plc.ALKS3.6% of the fund-23%
- ADC Therapeutics SAADCT1.4% of the fund-6%
- Corbus Pharmaceuticals HoldingsCRBP1.1% of the fund-7%
- PROCEPT BioRoboticsPRCT1.0% of the fund-86%
- GeneDx HoldingsWGS1.0% of the fund-84%
- OnKure TherapeuticsOKUR0.8% of the fund-55%
- Emergent BioSolutionsEBS0.7% of the fund-28%
- OrthopediatricsKIDS0.5% of the fund-48%
- AN2 TherapeuticsANTX0.4% of the fund-8%
- Pliant TherapeuticsPLRX0.3% of the fund-18%
- Tectonic TherapeuticTECX0.2% of the fund-50%
- MeiraGTx HoldingsMGTX0.2% of the fund-97%
- Coya TherapeuticsCOYA0.2% of the fund-60%
- ImmuneeringIMRX<0.1% of the fund-70%
Sold out
Sold their entire stake.
- Concentra Group Holdings ParentCON-100%
- Terns Pharmaceuticals-100%
- PhreesiaPHR-100%
- SchrodingerSDGR-100%
- Roivant SciencesROIV-100%
- ImmunovantIMVT-100%
- Upstream BioUPB-100%
- OmerosOMER-100%
- Adicet BioACET-100%
- RegenxbioRGNX-100%
- Viking TherapeuticsVKTX-100%
- TrueBlueTBI-100%
- Palvella TherapeuticsPVLA-100%
- NovoCureNVCR-100%
- TransMedics GroupTMDX-100%
Holdings
- Lakefront Biotherapeutics NVLKFT
- Share
- 10.6%
- Value
- $61m
- Shares
- 2,043,344
+32%
- Abivax SAABVX
- Share
- 2.5%
- Value
- $14m
- Shares
- 107,394
+2%
- Crinetics PharmaceuticalsCRNX
- Share
- 2.4%
- Value
- $14m
- Shares
- 374,666
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Lakefront Biotherapeutics NVLKFT | 10.6% | $61m | 2,043,344 | +32% |
| Janux TherapeuticsJANX | 10.1% | $58m | 3,804,481 | +7% |
| Nektar TherapeuticsNKTR | 9.7% | $57m | 810,000 | +10% |
| Boston ScientificBSX | 9.3% | $54m | 1,270,273 | +60% |
| Shattuck LabsSTTK | 7.1% | $41m | 5,957,877 | +19% |
| InsmedINSM | 6.9% | $40m | 375,609 | New |
| Alnylam PharmaceuticalsALNY | 5.1% | $30m | 98,080 | +29% |
| Syndax PharmaceuticalsSNDX | 4.5% | $26m | 1,200,000 | +56% |
| Kura OncologyKURA | 3.8% | $22m | 2,021,964 | -40% |
| Alkermes plc.ALKS | 3.6% | $21m | 394,389 | -23% |
| iRhythm HoldingsIRTC | 3.4% | $20m | 165,500 | +1555% |
| Veeva SystemsVEEV | 3.2% | $19m | 106,200 | +23% |
| ZymeworksZYME | 3.0% | $18m | 674,434 | +25% |
| Abivax SAABVX | 2.5% | $14m | 107,394 | +2% |
| Crinetics PharmaceuticalsCRNX | 2.4% | $14m | 374,666 | +7% |
| Mineralys TherapeuticsMLYS | 2.1% | $12m | 449,795 | New |
| ADC Therapeutics SAADCT | 1.4% | $8m | 7,824,749 | -6% |
| ICU MedicalICUI | 1.3% | $7m | 51,000 | +86% |
| Intuitive SurgicalISRG | 1.2% | $7m | 17,000 | +325% |
| Corbus Pharmaceuticals HoldingsCRBP | 1.1% | $6m | 650,000 | -7% |
| PROCEPT BioRoboticsPRCT | 1.0% | $6m | 268,269 | -86% |
| GeneDx HoldingsWGS | 1.0% | $6m | 85,500 | -84% |
| Option Care HealthOPCH | 1.0% | $6m | 270,716 | New |
| OnKure TherapeuticsOKUR | 0.8% | $4m | 978,992 | -55% |
| Emergent BioSolutionsEBS | 0.7% | $4m | 459,952 | -28% |
| PfizerPFE | 0.6% | $3m | 135,366 | New |
| OrthopediatricsKIDS | 0.5% | $3m | 157,500 | -48% |
| Rocket PharmaceuticalsRCKT | 0.4% | $2m | 700,000 | +2% |
| AN2 TherapeuticsANTX | 0.4% | $2m | 474,638 | -8% |
| Pliant TherapeuticsPLRX | 0.3% | $2m | 1,370,233 | -18% |
| Tectonic TherapeuticTECX | 0.2% | $1m | 39,731 | -50% |
| MeiraGTx HoldingsMGTX | 0.2% | $1m | 90,000 | -97% |
| EverforthEFOR | 0.2% | $1m | 67,500 | New |
| Rein TherapeuticsRNTX | 0.2% | $1m | 1,100,000 | +167% |
| Coya TherapeuticsCOYA | 0.2% | $994,500 | 170,000 | -60% |
| ImmuneeringIMRX | <0.1% | $183,936 | 36,861 | -70% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 41.5% since 30 June 2025.
Where the money is
Health care86.8%
Technology0.2%
Other13.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.