Prosight Management, LP
13F holdings for Q2 2026 · DALLAS, TX · filed August 14, 2026
Prosight Management, LP reported $580M in 13F securities across 36 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were LKFT (10.6%), JANX (10.1%), NKTR (9.7%). Reported value fell 4.8% from the quarter before. It opened 5 new positions, added to 16, trimmed 15 and sold out of 15.
- 13F value Q2 2026
- $580M
- Holdings
- 36
- Change vs prior quarter
- -4.8%
- Rank by 13F value
- #3,550
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| LKFT Lakefront Biotherapeutics | $61.3M | 10.6% | 2,043,344 | +31.8% | Added |
| JANX Janux Therapeutics Inc. | $58.4M | 10.1% | 3,804,481 | +7.2% | Added |
| NKTR Nektar Therapeutics | $56.5M | 9.7% | 810,000 | +10.2% | Added |
| BSX Boston Scientific Corporation | $54.2M | 9.3% | 1,270,273 | +59.7% | Added |
| STTK Shattuck Labs Inc. | $41.3M | 7.1% | 5,957,877 | +19.1% | Added |
| INSM Insmed Incorporated | $40.0M | 6.9% | 375,609 | New | New |
| ALNY Alnylam Pharmaceuticals Inc. | $29.5M | 5.1% | 98,080 | +29.1% | Added |
| SNDX Syndax Pharmaceuticals Inc. | $26.2M | 4.5% | 1,200,000 | +55.8% | Added |
| KURA Kura Oncology Inc. | $22.2M | 3.8% | 2,021,964 | -39.8% | Trimmed |
| Alkermes PLC | $20.7M | 3.6% | 394,389 | -23.2% | Trimmed |
| IRTC iRhythm Holdings Inc. | $19.7M | 3.4% | 165,500 | +1555% | Added |
| VEEV Veeva Systems Inc. | $18.8M | 3.2% | 106,200 | +22.8% | Added |
| ZYME Zymeworks Inc. | $17.6M | 3.0% | 674,434 | +25.1% | Added |
| ABVX Abivax SA | $14.3M | 2.5% | 107,394 | +2.3% | Added |
| Crinetics Pharmaceuticals Inc Com | $14.0M | 2.4% | 374,666 | +7.0% | Added |
| MLYS Mineralys Therapeutics Inc. | $12.1M | 2.1% | 449,795 | New | New |
| Adc Therapeutics SA | $8.4M | 1.4% | 7,824,749 | -5.7% | Trimmed |
| ICUI ICU Medical Inc. | $7.5M | 1.3% | 51,000 | +85.8% | Added |
| ISRG Intuitive Surgical Inc. | $6.8M | 1.2% | 17,000 | +325.0% | Added |
| CRBP Corbus Pharmaceuticals Holdings Inc. | $6.1M | 1.1% | 650,000 | -6.8% | Trimmed |
| PRCT PROCEPT BioRobotics Corporation | $6.1M | 1.0% | 268,269 | -86.2% | Trimmed |
| WGS GeneDx Holdings Corp. | $5.9M | 1.0% | 85,500 | -83.7% | Trimmed |
| OPCH Option Care Health Inc. | $5.7M | 1.0% | 270,716 | New | New |
| OKUR OnKure Therapeutics Inc. | $4.5M | 0.8% | 978,992 | -54.6% | Trimmed |
| EBS Emergent BioSolutions Inc. | $3.9M | 0.7% | 459,952 | -28.0% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $580M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- INSM Insmed Incorporated New+$40.0M
- BSX Boston Scientific Corporation Added+$20.3M
- IRTC iRhythm Holdings Inc. Added+$18.5M
- LKFT Lakefront Biotherapeutics Added+$14.8M
- MLYS Mineralys Therapeutics Inc. New+$12.1M
- SNDX Syndax Pharmaceuticals Inc. Added+$9.4M
- ALNY Alnylam Pharmaceuticals Inc. Added+$6.6M
- STTK Shattuck Labs Inc. Added+$6.6M
- OPCH Option Care Health Inc. New+$5.7M
- NKTR Nektar Therapeutics Added+$5.2M
Biggest sells in Q2 2026
- PRCT PROCEPT BioRobotics Corporation Trimmed-$37.9M
- Meiragtx Holdings PLC Trimmed-$34.3M
- WGS GeneDx Holdings Corp. Trimmed-$30.1M
- KURA Kura Oncology Inc. Trimmed-$14.6M
- CON Concentra Group Holdings Parent Inc. Sold out-$10.8M
- Terns Pharmaceuticals Inc Sold out-$10.7M
- PHR Phreesia Inc. Sold out-$9.2M
- Alkermes PLC Trimmed-$6.2M
- SDGR Schrodinger Inc. Sold out-$5.8M
- OKUR OnKure Therapeutics Inc. Trimmed-$5.4M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 5 new, 16 added, 15 trimmed, 15 sold out.
Sector mix
- Health Care88.9%
- Not listed with us7.6%
- Technology3.2%
- Consumer Discretionary0.2%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| PFE Pfizer Inc. | $3.3M | 0.6% | 135,366 | New | New |
| KIDS OrthoPediatrics Corp. | $3.0M | 0.5% | 157,500 | -47.9% | Trimmed |
| RCKT Rocket Pharmaceuticals Inc. | $2.4M | 0.4% | 700,000 | +2.4% | Added |
| ANTX AN2 Therapeutics Inc. | $2.3M | 0.4% | 474,638 | -8.0% | Trimmed |
| PLRX Pliant Therapeutics Inc. | $1.6M | 0.3% | 1,370,233 | -17.8% | Trimmed |
| TECX Tectonic Therapeutic Inc. | $1.4M | 0.2% | 39,731 | -50.3% | Trimmed |
| Meiragtx Holdings PLC | $1.2M | 0.2% | 90,000 | -96.6% | Trimmed |
| EFOR Everforth Inc. | $1.2M | 0.2% | 67,500 | New | New |
| RNTX Rein Therapeutics Inc. | $1.1M | 0.2% | 1,100,000 | +167.2% | Added |
| COYA Coya Therapeutics Inc. | $995K | 0.2% | 170,000 | -59.6% | Trimmed |
| IMRX Immuneering Corporation | $184K | 0.0% | 36,861 | -70.1% | Trimmed |
Schedule 13D and 13G filings by Prosight Management, LP
Stakes above 5% of a company, filed within days rather than once a quarter.
- 2026-02-06JANX SCHEDULE 13G filed by Janux Therapeutics Inc.Schedule 13G
- 2025-11-28OKUR SCHEDULE 13G filed by OnKure Therapeutics Inc.Schedule 13G
- 2025-06-26MURA SCHEDULE 13G filed by Mural Oncology plcSchedule 13G
Questions about Prosight Management, LP
- What does Prosight Management, LP own?
- In its Form 13F for Q2 2026, Prosight Management, LP reported 36 holdings worth $580M. The five largest were LKFT, JANX, NKTR, BSX, STTK.
- What did Prosight Management, LP buy and sell in Q2 2026?
- Prosight Management, LP opened 5 new positions, added to 16, trimmed 15 and sold out of 15 compared with the quarter before.
- When did Prosight Management, LP file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Prosight Management, LP (SEC CIK 0001617201) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds