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Prosight Management, LP

Diversified strategySector-focusedMomentum follower

Total reported value

$609.8M

Reporting period: 2026-03-31 · Number of holdings: 46

Prosight Management, LP disclosed 46 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $609.8M and a quarterly turnover rate of 65.6%.

Personality snowflake

Concentration
20.73
Portfolio Stability
65.61
Momentum/Contrarian
100
Sector conviction
100
Diversification
92
Sizing Uniformity
88.11

Recent moves

  • Add BSX

    +278.8%　$29.9M

  • Add WGS

    +851.8%　$26.5M

  • Add NKTR

    +32.5%　$29.4M

  • Add STTK

    +110.1%　$23.5M

  • Add ALNY

    +344.2%　$18.3M

  • Trim ROIV

    -71.3%　-$8.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NKTRNektar TherapeuticsStock-Other8.67%+3.82%+32.52%
2BSXBoston Scientific CORPStock-Healthcare8.19%+4.05%+278.83%
3JANXJanux Therapeutics INCStock-Other8.09%+1.27%+48.38%
4PRCTProcept Biorobotics CORPStock-Other7.98%-0.99%+40.94%
5LKFTLakefront Biotherapeutic-adrStock-Other7.63%+0.37%+44.31%
6WGSGenedx Holdings CORPStock-Other5.51%+4.03%+851.75%
7STTKShattuck Labs INCStock-Other5.28%+3.48%+110.14%
8✓ Adc Therapeutics SAStock-Other5.10%-1.08%-2.09%
9KURAKura Oncology INCStock-Other4.48%-0.95%+32.70%
10ALNYAlnylam Pharmaceuticals INCStock-Healthcare4.12%+2.71%+344.21%
11MGTXMeiraGTx Holdings plcStock-Other3.73%-1.54%-18.06%
12ALKSAlkermes plcStock-Healthcare2.98%+2.98%NEW
13SNDXSyndax Pharmaceuticals INCStock-Other2.95%+0.06%+15.79%
14VEEVVeeva Systems Inc-class AStock-Healthcare2.49%-1.67%-4.05%
15ZYMEZymeworks INCStock-Other2.21%-0.68%+1.63%
16CRNXCrinetics Pharmaceuticals InStock-Other2.08%-0.45%+33.13%
17ABVXAbivax Sa-adrStock-Other1.92%+1.45%+517.65%
18CONConcentra Group Holdings ParStock-Other1.78%-1.84%-43.23%
19430Terns Pharmaceuticals INCStock-Other1.75%+0.96%+112.95%
20PHRPhreesia INCStock-Other1.51%-1.91%+12.57%
21OKUROnkure Therapeutics Inc-aStock-Other1.46%+0.97%+163.72%
22CRBPCorbus Pharmaceuticals HoldiStock-Other1.07%-0.08%+1.94%
23SDGRSchrodinger INCStock-Other0.95%+0.95%NEW
24EBSEmergent Biosolutions INCStock-Healthcare0.87%+0.87%NEW
25ROIVRoivant Sciences Ltd.Stock-Healthcare0.82%-1.99%-71.30%
26KIDSOrthopediatrics CORPStock-Other0.79%+0.29%+121.15%
27IMVTImmunovant INCStock-Other0.72%-0.56%-27.76%
28ICUIIcu Medical INCStock-Other0.58%+0.58%NEW
29TECXTectonic Therapeutic INCStock-Other0.40%-0.61%-66.01%
30RCKTRocket Pharmaceuticals INCStock-Other0.40%—-8.08%
31UPBUpstream Bio INCStock-Other0.36%+0.36%NEW
32PLRXPliant Therapeutics INCStock-Other0.34%—+7.19%
33OMEROmeros CORPStock-Other0.30%+0.30%NEW
34ISRGIntuitive Surgical INCStock-Healthcare0.30%+0.30%NEW
35ANTXAn2 Therapeutics INCStock-Other0.29%+0.29%NEW
36ACETAdicet Bio INCStock-Other0.28%——
37RGNXRegenxbio INCStock-Other0.27%+0.27%NEW
38COYACoya Therapeutics INCStock-Other0.27%+0.27%NEW
39VKTXViking Therapeutics INCStock-Healthcare0.24%+0.24%NEW
40IRTCIrhythm Holdings INCStock-Healthcare0.19%+0.19%NEW
41TBITrueblue INCStock-Other0.16%-0.26%-43.71%
42IMRXImmuneering CORP - Class AStock-Other0.11%+0.11%NEW
43PVLAPalvella Therapeutics INCStock-Other0.10%+0.10%NEW
44NVCRNovoCure LimitedStock-Healthcare0.09%+0.09%NEW
45RNTXRein Therapeutics INCStock-Other0.09%—-7.00%
46TMDXTransmedics Group INCStock-Healthcare0.08%+0.08%NEW

Holding changes this quarter

Prosight Management, LP's most significant position changes for 2026-03-31: Sold out: ICON Public Limited Company (ICLR); New buy: Alkermes plc (ALKS); Sold out: Amicus Therapeutics INC (AM6); Sold out: Select Medical Holdings CORP (SEM); Sold out: Avantor INC (AVTR).

Position changes disclosed by Prosight Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BSXBoston Scientific CORP+4.1%+278.83%Add
2WGSGenedx Holdings CORP+4%+851.75%Add
3NKTRNektar Therapeutics+3.8%+32.52%Add
4STTKShattuck Labs INC+3.5%+110.14%Add
5ALNYAlnylam Pharmaceuticals INC+2.7%+344.21%Add
6ABVXAbivax Sa-adr+1.5%+517.65%Add
7JANXJanux Therapeutics INC+1.3%+48.38%Add
8OKUROnkure Therapeutics Inc-a+1%+163.72%Add
9430Terns Pharmaceuticals INC+1%+112.95%Add
10LKFTLakefront Biotherapeutic-adr+0.4%+44.31%Add
11KIDSOrthopediatrics CORP+0.3%+121.15%Add
12SNDXSyndax Pharmaceuticals INC+0.1%+15.79%Add
13CRBPCorbus Pharmaceuticals Holdi-0.1%+1.94%Add
14TBITrueblue INC-0.3%-43.71%Trim
15CRNXCrinetics Pharmaceuticals In-0.5%+33.13%Add
16IMVTImmunovant INC-0.6%-27.76%Trim
17TECXTectonic Therapeutic INC-0.6%-66.01%Trim
18ZYMEZymeworks INC-0.7%+1.63%Add
19KURAKura Oncology INC-1%+32.70%Add
20PRCTProcept Biorobotics CORP-1%+40.94%Add
21✓ Adc Therapeutics SA-1.1%-2.09%Trim
22MGTXMeiraGTx Holdings plc-1.5%-18.06%Trim
23VEEVVeeva Systems Inc-class A-1.7%-4.05%Trim
24CONConcentra Group Holdings Par-1.8%-43.23%Trim
25PHRPhreesia INC-1.9%+12.57%Add
26ROIVRoivant Sciences Ltd.-2%-71.30%Trim
27ICLRICON Public Limited Company—EXITSold out
28ALKSAlkermes plc—NEWNew buy
29AM6Amicus Therapeutics INC—EXITSold out
30SEMSelect Medical Holdings CORP—EXITSold out
31AVTRAvantor INC—EXITSold out
32LHLabcorp Holdings INC—EXITSold out
33SDGRSchrodinger INC—NEWNew buy
34EBSEmergent Biosolutions INC—NEWNew buy
35CDNACaredx INC—EXITSold out
36ICUIIcu Medical INC—NEWNew buy
37BBIOBridgebio Pharma INC—EXITSold out
38UPBUpstream Bio INC—NEWNew buy
39TEMTempus Ai Inc-cl A—EXITSold out
40OMEROmeros CORP—NEWNew buy
41ISRGIntuitive Surgical INC—NEWNew buy
42ANTXAn2 Therapeutics INC—NEWNew buy
43RGNXRegenxbio INC—NEWNew buy
44COYACoya Therapeutics INC—NEWNew buy
45VKTXViking Therapeutics INC—NEWNew buy
46IRTCIrhythm Holdings INC—NEWNew buy
47IMRXImmuneering CORP - Class A—NEWNew buy
48PVLAPalvella Therapeutics INC—NEWNew buy
49NVCRNovoCure Limited—NEWNew buy
50TMDXTransmedics Group INC—NEWNew buy

FAQ

What is Prosight Management, LP and what type of investor is it?
Prosight Management, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $609.8M, spread across 46 disclosed positions.
What are Prosight Management, LP's largest equity positions?
Based on the latest 13F filing, Prosight Management, LP's top holdings by market value are: 1. Nektar Therapeutics (NKTR) — $52.9M (8.7%) 2. Boston Scientific CORP (BSX) — $49.9M (8.2%) 3. Janux Therapeutics INC (JANX) — $49.3M (8.1%) 4. Procept Biorobotics CORP (PRCT) — $48.6M (8.0%) 5. Lakefront Biotherapeutic-adr (LKFT) — $46.5M (7.6%)
What changes did Prosight Management, LP make in its most recent portfolio filing?
In the latest reported quarter, Prosight Management, LP made 50 notable position adjustments: 16 new positions were initiated, 18 existing holdings were added to, 8 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: ICON Public Limited Company (ICLR); New buy: Alkermes plc (ALKS); Sold out: Amicus Therapeutics INC (AM6); Sold out: Select Medical Holdings CORP (SEM); Sold out: Avantor INC (AVTR)
What sectors does Prosight Management, LP focus on?
Prosight Management, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%