Prosight Management, LP
Prosight Management, LP reported 36 US-listed holdings worth $580.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Galapagos NV (10.6%), Janux Therapeutics Inc. (10.1%) and Nektar Therapeutics (9.7%). Against the quarter before, it opened 5 positions, added to 16, trimmed 15 and sold out of 15.
The 14 largest of its 36 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +21.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Insmed Inc. INSM$40.0 million
- Mineralys Therapeutics Inc. MLYS$12.1 million
- Option Care Health, Inc. OPCH$5.7 million
- Pfizer Inc. PFE$3.3 million
- Everforth Inc. EFOR$1.2 million
Added to 16
- Boston Scientific Corp. BSX+474,726 shares · +60%
- Irhythm Technologies Inc. IRTC+155,500 shares · +1555%
- Galapagos NV LKFT+493,344 shares · +32%
- Syndax Pharmaceuticals Inc. SNDX+430,000 shares · +56%
- Alnylam Pharmaceuticals Inc ALNY+22,080 shares · +29%
- Shattuck Labs Inc. STTK+953,438 shares · +19%
- Nektar Therapeutics NKTR+75,000 shares · +10%
- Intuitive Surgical Inc. ISRG+13,000 shares · +325%
and 8 more in the table below
Trimmed 15
- Procept Biorobotics Corp. PRCT-1.7 million shares · -86%
- Meiragtx Holdings PLC MGTX-2.5 million shares · -97%
- Genedx Holdings Corp. WGS-437,963 shares · -84%
- Kura Oncology Inc. KURA-1.3 million shares · -40%
- Alkermes plc. ALKS-119,243 shares · -23%
- Onkure Therapeutics Inc OKUR-1.2 million shares · -55%
- Orthopediatrics Corp. KIDS-144,899 shares · -48%
- Emergent Biosolutions Inc. EBS-179,166 shares · -28%
and 7 more in the table below
Sold out of 15
- Concentra Group Holdings Parent, Inc. CON$10.8 million last quarter
- Terns Pharmaceuticals Inc. TERN$10.7 million last quarter
- Phreesia Inc. PHR$9.2 million last quarter
- Schrodinger, Inc. SDGR$5.8 million last quarter
- Roivant Sciences Ltd. ROIV$5.0 million last quarter
- Immunovant Inc. IMVT$4.4 million last quarter
- Upstream Bio Inc. UPB$2.2 million last quarter
- Omeros Corp. OMER$1.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Galapagos NV LKFT | 2.0M | $61.3 million | 10.56% | +493.3K |
| Janux Therapeutics Inc. JANX | 3.8M | $58.4 million | 10.07% | +254.5K |
| Nektar Therapeutics NKTR | 810.0K | $56.5 million | 9.74% | +75.0K |
| Boston Scientific Corp. BSX | 1.3M | $54.2 million | 9.34% | +474.7K |
| Shattuck Labs Inc. STTK | 6.0M | $41.3 million | 7.12% | +953.4K |
| Insmed Inc. INSM | 375.6K | $40.0 million | 6.90% | new |
| Alnylam Pharmaceuticals Inc ALNY | 98.1K | $29.5 million | 5.09% | +22.1K |
| Syndax Pharmaceuticals Inc. SNDX | 1.2M | $26.2 million | 4.52% | +430.0K |
| Kura Oncology Inc. KURA | 2.0M | $22.2 million | 3.82% | -1.3M |
| Alkermes plc. ALKS | 394.4K | $20.7 million | 3.56% | -119.2K |
| Irhythm Technologies Inc. IRTC | 165.5K | $19.7 million | 3.39% | +155.5K |
| Veeva Systems Inc. VEEV | 106.2K | $18.8 million | 3.25% | +19.7K |
| Zymeworks Inc. ZYME | 674.4K | $17.6 million | 3.04% | +135.4K |
| Abivax SA ABVX | 107.4K | $14.3 million | 2.47% | +2.4K |
| Crinetics Pharmaceuticals in CRNX | 374.7K | $14.0 million | 2.42% | +24.7K |
| Mineralys Therapeutics Inc. MLYS | 449.8K | $12.1 million | 2.09% | new |
| Auven Therapeutics Management ADCT | 7.8M | $8.4 million | 1.44% | -475.3K |
| ICU Medical Inc. ICUI | 51.0K | $7.5 million | 1.29% | +23.6K |
| Intuitive Surgical Inc. ISRG | 17.0K | $6.8 million | 1.16% | +13.0K |
| Corbus Pharmaceuticals Hldgs CRBP | 650.0K | $6.1 million | 1.05% | -47.1K |
| Procept Biorobotics Corp. PRCT | 268.3K | $6.1 million | 1.04% | -1.7M |
| Genedx Holdings Corp. WGS | 85.5K | $5.9 million | 1.01% | -438.0K |
| Option Care Health, Inc. OPCH | 270.7K | $5.7 million | 0.98% | new |
| Onkure Therapeutics Inc OKUR | 979.0K | $4.5 million | 0.77% | -1.2M |
| Emergent Biosolutions Inc. EBS | 460.0K | $3.9 million | 0.66% | -179.2K |
| Pfizer Inc. PFE | 135.4K | $3.3 million | 0.56% | new |
| Orthopediatrics Corp. KIDS | 157.5K | $3.0 million | 0.52% | -144.9K |
| Rocket Pharmaceuticals Inc. RCKT | 700.0K | $2.4 million | 0.41% | +16.1K |
| AN2 Therapeutics Inc. ANTX | 474.6K | $2.3 million | 0.40% | -41.1K |
| Pliant Therapeutics Inc. PLRX | 1.4M | $1.6 million | 0.27% | -297.4K |
| Tectonic Therapeutic Inc. TECX | 39.7K | $1.4 million | 0.24% | -40.1K |
| Meiragtx Holdings PLC MGTX | 90.0K | $1.2 million | 0.21% | -2.5M |
| Everforth Inc. EFOR | 67.5K | $1.2 million | 0.21% | new |
| Aileron Therapeutics Inc. RNTX | 1.1M | $1.1 million | 0.20% | +688.4K |
| Coya Therapeutics Inc. COYA | 170.0K | $994,500 | 0.17% | -250.4K |
| Immuneering Corp. IMRX | 36.9K | $183,936 | 0.03% | -86.5K |