Q2 2026 13F · SEC CIK 1617201
Prosight Management, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $580.4M
- Reported positions
- 36
- Top holdings a year, 3 yrs
- +0.8%
- Assets under management
- $1.0B
Prosight Management, LP is a hedge fund that reported 36 positions worth $580.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Lakefront Biotherapeutics (GLPGF, 10.6%), Janux Therapeutics Inc (JANX, 10.1%), Nektar Therapeutics (NKTR, 9.7%). A portfolio copying its top holdings returned 0.8% a year over the last 3 years, against 20.4% for the S&P 500.
Prosight Management, LP holdings all 36 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Prosight Management, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- INSM Insmed Inc6.9% of 13F
- MLYS Mineralys Therapeutics Inc2.1% of 13F
- OPCH Option Care Health Inc Com New1.0% of 13F
- PFE Pfizer Inc0.6% of 13F
- ASGN Everforth Inc.0.2% of 13F
Added to
- IRTC Irhythm Holdings Inc+1555.0% shares
- ISRG Intuitive Surgical Inc+325.0% shares
- RNTX Rein Therapeutics Inc+167.2% shares
- ICUI Icu Med Inc+85.8% shares
- BSX Boston Scientific Corp+59.7% shares
- SNDX Syndax Pharmaceuticals Inc+55.8% shares
- GLPGF Lakefront Biotherapeutics+31.8% shares
- ALNY Alnylam Pharmaceuticals Inc+29.1% shares
Reduced
- MGTX Meiragtx Hldgs PLC-96.6% shares
- PRCT Procept Biorobotics Corp-86.2% shares
- WGS Genedx Holdings Corp-83.7% shares
- IMRX Immuneering Corp-70.1% shares
- COYA Coya Therapeutics Inc-59.6% shares
- OKUR Onkure Therapeutics Inc-54.6% shares
- TECX Tectonic Therapeutic Inc-50.3% shares
- KIDS Orthopediatrics Corp-47.9% shares
Sold out
- CON Concentra Group Holdings Parwas 1.8%
- TERN Terns Pharmaceuticals Incwas 1.7%
- PHR Phreesia Incwas 1.5%
- SDGR Schrodinger Incwas 1.0%
- ROIV Roivant Sciences Ltdwas 0.8%
- IMVT Immunovant Incwas 0.7%
- UPB Upstream Bio Incwas 0.4%
- OMER Omeros Corpwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +33.5% /yr
- S&P 500 +20.1%
- 3 years
- +0.8% /yr
- S&P 500 +20.4%
- 5 years
- +1.5% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $580.4M | 36 |
| Q1 2026 | $609.8M | 46 |
| Q4 2025 | $483.9M | 38 |
| Q3 2025 | $416.5M | 41 |
| Q2 2025 | $410.1M | 39 |
| Q1 2025 | $304.3M | 38 |
| Q4 2024 | $357.0M | 35 |
| Q3 2024 | $394.4M | 41 |
| Q2 2024 | $334.6M | 46 |
| Q1 2024 | $359.5M | 44 |
| Q4 2023 | $249.1M | 34 |
| Q3 2023 | $315.5M | 41 |
Questions about Prosight Management, LP's portfolio
What stocks does Prosight Management, LP own?
Prosight Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 36 positions worth $580.4M. The largest are Lakefront Biotherapeutics (GLPGF) at 10.6%, Janux Therapeutics Inc (JANX) at 10.1%, Nektar Therapeutics (NKTR) at 9.7%, Boston Scientific Corp (BSX) at 9.3% and Shattuck Labs Inc (STTK) at 7.1%.
What did Prosight Management, LP buy last quarter?
In Q2 2026, Prosight Management, LP added a new position in Insmed Inc (INSM), a new position in Mineralys Therapeutics Inc (MLYS), a new position in Option Care Health Inc Com New (OPCH), a new position in Pfizer Inc (PFE), a new position in Everforth Inc. (ASGN), Irhythm Holdings Inc (IRTC) (+1555.0% shares), Intuitive Surgical Inc (ISRG) (+325.0% shares) and Rein Therapeutics Inc (RNTX) (+167.2% shares), compared with its Q1 2026 filing.
What did Prosight Management, LP sell last quarter?
In Q2 2026, Prosight Management, LP sold all of Concentra Group Holdings Par (CON), sold all of Terns Pharmaceuticals Inc (TERN), sold all of Phreesia Inc (PHR), sold all of Schrodinger Inc (SDGR), sold all of Roivant Sciences Ltd (ROIV), Meiragtx Hldgs PLC (MGTX) (-96.6% shares), Procept Biorobotics Corp (PRCT) (-86.2% shares) and Genedx Holdings Corp (WGS) (-83.7% shares), compared with its Q1 2026 filing.
How has Prosight Management, LP's portfolio performed?
A portfolio copying Prosight Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +0.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +33.5% against +20.1%. Over 5 years: +1.5% a year against +11.6%.
When is Prosight Management, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Prosight Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Prosight Management, LP manage?
Prosight Management, LP reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $580.4M.