2026 Q2 Portfolio Activity
In 2026 Q2, Prosight Management, LP maintained a portfolio of 51 distinct positions. The most significant new addition was INSMED INC, now representing 6.90% of the total fund value. They heavily accumulated shares in IRHYTHM HOLDINGS INC, increasing the position by 1555.0%. The fund also reduced its exposure to PROCEPT BIOROBOTICS CORP by 86.2%.
Position History
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Total Positions
51
Quarter
2026 Q2
Top Holding
GLPG (10.6%)
Top 10 Concentration
70.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 51
Prosight Management, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLPG
LAKEFRONT BIOTH...
|
Healthcare | 10.56% | 7.63% |
#1
4
Prev: #5
|
8.5 |
—
|
493,344 | 31.8% |
P
S
|
2,043,344 | $61,259,453 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JANX
JANUX THERAPEUT...
|
Healthcare | 10.07% | 8.09% |
#2
1
Prev: #3
|
7.5 |
—
|
254,481 | 7.2% |
P
S
|
3,804,481 | $58,436,828 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NKTR
NEKTAR THERAPEU...
|
Healthcare | 9.74% | 8.67% |
#3
2
Prev: #1
|
6.9 |
—
|
75,000 | 10.2% |
P
S
|
810,000 | $56,546,100 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 9.34% | 8.19% |
#4
2
Prev: #2
|
7.2 |
—
|
474,726 | 59.7% |
P
S
|
1,270,273 | $54,215,252 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 7.12% | 5.28% |
#5
2
Prev: #7
|
5.3 |
—
|
953,438 | 19.1% |
P
S
|
5,957,877 | $41,347,666 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 6.90% | — |
#6
Prev: #—
|
6.3 |
—
|
375,609 | — |
NEW
|
375,609 | $40,047,432 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 5.09% | 4.12% |
#7
3
Prev: #10
|
4.5 |
—
|
22,080 | 29.1% |
P
S
|
98,080 | $29,525,022 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 4.52% | 2.95% |
#8
5
Prev: #13
|
4.8 |
—
|
430,000 | 55.8% |
P
S
|
1,200,000 | $26,232,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KURA
KURA ONCOLOGY I...
|
Healthcare | 3.82% | 4.48% |
#9
Prev: #9
|
1.5 |
—
|
-1,334,736 | -39.8% |
P
S
|
2,021,964 | $22,180,945 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 3.56% | 2.98% |
#10
2
Prev: #12
|
1.4 |
—
|
-119,243 | -23.2% |
P
S
|
394,389 | $20,664,012 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 3.39% | 0.19% |
#11
29
Prev: #40
|
4.4 |
—
|
155,500 | 1555.0% |
P
S
|
165,500 | $19,686,225 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 3.25% | 2.49% |
#12
2
Prev: #14
|
3.8 |
—
|
19,720 | 22.8% |
P
S
|
106,200 | $18,847,314 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 3.04% | 2.21% |
#13
2
Prev: #15
|
3.7 |
—
|
135,385 | 25.1% |
P
S
|
674,434 | $17,629,705 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 2.47% | 1.92% |
#14
3
Prev: #17
|
1.5 |
—
|
2,394 | 2.3% |
P
S
|
107,394 | $14,311,324 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 2.42% | 2.08% |
#15
1
Prev: #16
|
3.0 |
—
|
24,666 | 7.0% |
P
S
|
374,666 | $14,020,002 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 2.09% | — |
#16
Prev: #—
|
4.3 |
—
|
449,795 | — |
NEW
|
449,795 | $12,135,469 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADCT
ADC THERAPEUTIC...
|
Healthcare | 1.44% | 5.10% |
#17
9
Prev: #8
|
1.1 |
—
|
-475,251 | -5.7% |
P
S
|
7,824,749 | $8,372,481 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ICUI
ICU MED INC
|
Healthcare | 1.29% | 0.58% |
#18
10
Prev: #28
|
3.5 |
—
|
23,550 | 85.8% |
P
S
|
51,000 | $7,476,600 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.16% | 0.30% |
#19
15
Prev: #34
|
3.5 |
—
|
13,000 | 325.0% |
P
S
|
17,000 | $6,760,560 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRBP
CORBUS PHARMACE...
|
Healthcare | 1.05% | 1.07% |
#20
2
Prev: #22
|
0.9 |
—
|
-47,108 | -6.8% |
P
S
|
650,000 | $6,097,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRCT
PROCEPT BIOROBO...
|
Healthcare | 1.04% | 7.98% |
#21
17
Prev: #4
|
0.4 |
—
|
-1,676,731 | -86.2% |
P
S
|
268,269 | $6,057,514 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 1.01% | 5.51% |
#22
16
Prev: #6
|
0.4 |
—
|
-437,963 | -83.7% |
P
S
|
85,500 | $5,869,575 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OPCH
OPTION CARE HEA...
|
Healthcare | 0.98% | — |
#23
Prev: #—
|
3.9 |
—
|
270,716 | — |
NEW
|
270,716 | $5,676,915 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OKUR
ONKURE THERAPEU...
|
Healthcare | 0.77% | 1.46% |
#24
3
Prev: #21
|
0.3 |
—
|
-1,175,389 | -54.6% |
P
S
|
978,992 | $4,464,204 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EBS
EMERGENT BIOSOL...
|
Healthcare | 0.66% | 0.87% |
#25
1
Prev: #24
|
0.3 |
—
|
-179,166 | -28.0% |
P
S
|
459,952 | $3,854,398 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.56% | — |
#26
Prev: #—
|
3.7 |
—
|
135,366 | — |
NEW
|
135,366 | $3,259,613 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KIDS
ORTHOPEDIATRICS...
|
Healthcare | 0.52% | 0.79% |
#27
1
Prev: #26
|
0.2 |
—
|
-144,899 | -47.9% |
P
S
|
157,500 | $3,012,975 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RCKT
ROCKET PHARMACE...
|
Healthcare | 0.41% | 0.40% |
#28
2
Prev: #30
|
0.7 |
—
|
16,144 | 2.4% |
P
S
|
700,000 | $2,394,000 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANTX
AN2 THERAPEUTIC...
|
Healthcare | 0.40% | 0.29% |
#29
6
Prev: #35
|
0.7 |
—
|
-41,116 | -8.0% |
P
S
|
474,638 | $2,297,248 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLRX
PLIANT THERAPEU...
|
Healthcare | 0.27% | 0.34% |
#30
2
Prev: #32
|
0.6 |
—
|
-297,367 | -17.8% |
P
S
|
1,370,233 | $1,562,066 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TECX
TECTONIC THERAP...
|
Healthcare | 0.24% | 0.40% |
#31
2
Prev: #29
|
0.1 |
—
|
-40,141 | -50.3% |
P
S
|
39,731 | $1,365,753 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MGTX
MEIRAGTX HLDGS ...
|
Healthcare | 0.21% | 3.73% |
#32
21
Prev: #11
|
0.1 |
—
|
-2,539,971 | -96.6% |
P
S
|
90,000 | $1,215,900 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASGN
EVERFORTH INC
|
Technology | 0.21% | — |
#33
Prev: #—
|
3.6 |
—
|
67,500 | — |
NEW
|
67,500 | $1,206,225 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RNTX
REIN THERAPEUTI...
|
Healthcare | 0.20% | 0.09% |
#34
11
Prev: #45
|
3.1 |
—
|
688,400 | 167.2% |
P
S
|
1,100,000 | $1,144,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COYA
COYA THERAPEUTI...
|
Healthcare | 0.17% | 0.27% |
#35
3
Prev: #38
|
0.1 |
—
|
-250,360 | -59.6% |
P
S
|
170,000 | $994,500 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMRX
IMMUNEERING COR...
|
Healthcare | 0.03% | 0.11% |
#36
6
Prev: #42
|
0.0 |
—
|
-86,548 | -70.1% |
P
S
|
36,861 | $183,936 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMDX
TRANSMEDICS GRO...
|
Healthcare | 0.00% | 0.08% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVCR
NOVOCURE LTD
|
Healthcare | 0.00% | 0.09% |
Sold All 😨
(Was: #44) |
0.0 |
—
|
-50,400 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PVLA
PALVELLA THERAP...
|
Healthcare | 0.00% | 0.10% |
Sold All 😨
(Was: #43) |
0.0 |
—
|
-5,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TBI
TRUEBLUE INC
|
Industrials | 0.00% | 0.16% |
Sold All 😨
(Was: #41) |
0.0 |
—
|
-249,107 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 0.00% | 0.24% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-45,000 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RGNX
REGENXBIO INC
|
Healthcare | 0.00% | 0.27% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-200,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACET
ADICET BIO INC
|
Healthcare | 0.00% | 0.28% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-250,244 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OMER
OMEROS CORP
|
Healthcare | 0.00% | 0.30% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-174,800 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 0.00% | 0.36% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-241,123 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 0.00% | 0.72% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-175,825 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 0.00% | 0.82% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-180,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SDGR
SCHRODINGER INC
|
Healthcare | 0.00% | 0.95% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-510,578 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHR
PHREESIA INC
|
Healthcare | 0.00% | 1.51% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-1,100,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 0.00% | 1.75% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-202,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 51 holdings