Prosight Management, LP
Net seller this quarter
$580M
36
-$43.9M
70.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LKFT | $61.3M | 10.56% | 3.10% | +31.8% | Q4 2018 |
 JANX | $58.4M | 10.07% | 6.23% | +7.2% | Q3 2024 |
 NKTR | $56.5M | 9.74% | 3.97% | +10.2% | Q4 2025 |
 BSX | $54.2M | 9.34% | 0.09% | +59.7% | Q3 2025 |
 STTK | $41.3M | 7.12% | 5.91% | +19.1% | Q3 2021 |
 INSM | $40M | 6.90% | 0.17% | Not reported | Q1 2023 |
 ALNY | $29.5M | 5.09% | 0.07% | +29.1% | Q4 2021 |
 SNDX | $26.2M | 4.52% | 1.35% | +55.8% | Q2 2024 |
 KURA | $22.2M | 3.82% | 2.27% | -39.8% | Q2 2018 |
 ALKS | $20.7M | 3.56% | 0.24% | -23.2% | Q3 2022 |
 IRTC | $19.7M | 3.39% | 0.50% | +1555.0% | Q2 2021 |
 VEEV | $18.8M | 3.25% | 0.07% | +22.8% | Q4 2025 |
 ZYME | $17.6M | 3.04% | 0.94% | +25.1% | Q3 2023 |
 ABVX | $14.3M | 2.47% | 0.14% | +2.3% | Q4 2025 |
| CRNX | $14M | 2.42% | 0.35% | +7.1% | Q2 2025 |
 MLYS | $12.1M | 2.09% | 0.51% | New | Q2 2026 |
 ADCT | $8.37M | 1.44% | 6.14% | -5.7% | Q3 2022 |
 ICUI | $7.48M | 1.29% | 0.20% | +85.8% | Q1 2026 |
 ISRG | $6.76M | 1.16% | 0.00% | +325.0% | Q1 2025 |
 CRBP | $6.1M | 1.05% | 3.48% | -6.8% | Q1 2024 |
 PRCT | $6.06M | 1.04% | 0.47% | -86.2% | Q4 2021 |
 WGS | $5.87M | 1.01% | 0.29% | -83.7% | Q4 2025 |
 OPCH | $5.68M | 0.98% | 0.18% | Not reported | Q2 2021 |
 OKUR | $4.46M | 0.77% | 2.42% | -54.6% | Q4 2024 |
 EBS | $3.85M | 0.66% | 0.90% | -28.0% | Q1 2026 |
 PFE | $3.26M | 0.56% | 0.00% | Not reported | Q1 2024 |
 KIDS | $3.01M | 0.52% | 0.61% | -47.9% | Q3 2020 |
 RCKT | $2.39M | 0.41% | 0.64% | +2.4% | Q4 2021 |
 ANTX | $2.3M | 0.40% | 1.31% | -8.0% | Q1 2026 |
 PLRX | $1.56M | 0.27% | 2.21% | -17.8% | Q1 2025 |
 TECX | $1.37M | 0.24% | 0.21% | -50.3% | Q2 2024 |
 MGTX | $1.22M | 0.21% | 0.10% | -96.6% | Q3 2018 |
 EFOR | $1.21M | 0.21% | 0.17% | Not reported | Q4 2018 |
 RNTX | $1.14M | 0.20% | 1.28% | +167.3% | Q2 2024 |
 COYA | $995K | 0.17% | 0.72% | -59.6% | Q1 2026 |
 IMRX | $184K | 0.03% | 0.14% | -70.1% | Q2 2024 |
| Q1 2026 | |||||
| NKTR | $52.9M | 8.67% | 3.61% | +32.5% | Q4 2025 |
| BSX | $49.9M | 8.19% | 0.05% | +278.8% | Q3 2025 |
| JANX | $49.3M | 8.09% | 5.83% | +48.4% | Q3 2024 |
| PRCT | $48.6M | 7.98% | 3.42% | +40.9% | Q4 2021 |
| LKFT | $46.5M | 7.63% | 2.35% | +44.3% | Q4 2018 |
| WGS | $33.6M | 5.51% | 1.76% | +851.8% | Q4 2025 |
| STTK | $32.2M | 5.28% | 6.62% | +110.1% | Q3 2021 |
| ADCT | $31.1M | 5.10% | 6.53% | -2.1% | Q3 2022 |
| KURA | $27.3M | 4.48% | 3.78% | +32.7% | Q2 2018 |
| ALNY | $25.1M | 4.12% | 0.06% | +344.2% | Q4 2021 |
| MGTX | $22.8M | 3.73% | 3.23% | -18.1% | Q3 2018 |
| ALKS | $18.2M | 2.98% | 0.31% | Not reported | Q3 2022 |
| SNDX | $18M | 2.95% | 0.87% | +15.8% | Q2 2024 |
| VEEV | $15.2M | 2.49% | 0.05% | -4.1% | Q4 2025 |
| ZYME | $13.5M | 2.21% | 0.74% | +1.6% | Q3 2023 |
| CRNX | $12.7M | 2.08% | 0.33% | +33.1% | Q2 2025 |
| ABVX | $11.7M | 1.92% | 0.13% | +517.7% | Q4 2025 |
 CON | $10.8M | 1.78% | 0.40% | -43.2% | Q2 2025 |
| TERN | $10.7M | 1.75% | 0.18% | +113.0% | Q4 2025 |
 PHR | $9.22M | 1.51% | 1.81% | +12.6% | Q4 2025 |
| OKUR | $8.92M | 1.46% | 15.76% | +163.7% | Q4 2024 |
| CRBP | $6.55M | 1.07% | 3.93% | +1.9% | Q1 2024 |
 SDGR | $5.8M | 0.95% | 0.81% | Not reported | Q2 2024 |
| EBS | $5.3M | 0.87% | 1.23% | New | Q1 2026 |
 ROIV | $4.99M | 0.82% | 0.03% | -71.3% | Q1 2024 |
| KIDS | $4.8M | 0.79% | 1.20% | +121.2% | Q3 2020 |
 IMVT | $4.37M | 0.72% | 0.09% | -27.8% | Q4 2019 |
| ICUI | $3.55M | 0.58% | 0.11% | New | Q1 2026 |
| TECX | $2.47M | 0.40% | 0.42% | -66.0% | Q2 2024 |
| RCKT | $2.45M | 0.40% | 0.63% | -8.1% | Q4 2021 |
 UPB | $2.17M | 0.36% | 0.44% | New | Q1 2026 |
| PLRX | $2.1M | 0.34% | 2.69% | +7.2% | Q1 2025 |
 OMER | $1.85M | 0.30% | 0.24% | New | Q1 2026 |
| ISRG | $1.84M | 0.30% | 0.00% | Not reported | Q1 2025 |
| ANTX | $1.76M | 0.29% | 1.43% | New | Q1 2026 |
 ACET | $1.7M | 0.28% | 2.61% | Not reported | Q4 2025 |
 RGNX | $1.68M | 0.27% | 0.39% | New | Q1 2026 |
| COYA | $1.66M | 0.27% | 1.79% | New | Q1 2026 |
 VKTX | $1.46M | 0.24% | 0.04% | Not reported | Q3 2018 |
| IRTC | $1.18M | 0.19% | 0.03% | Not reported | Q2 2021 |
 TBI | $974K | 0.16% | 0.82% | -43.7% | Q3 2025 |
| IMRX | $650K | 0.11% | 0.48% | Not reported | Q2 2024 |
 PVLA | $623K | 0.10% | 0.03% | New | Q1 2026 |
 NVCR | $549K | 0.09% | 0.04% | New | Q1 2026 |
| RNTX | $535K | 0.09% | 1.47% | -7.0% | Q2 2024 |
 TMDX | $497K | 0.08% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| PRCT | $43.4M | 8.97% | 2.45% | +1692.4% | Q4 2021 |
| LKFT | $35.1M | 7.26% | 1.63% | -6.6% | Q4 2018 |
| JANX | $33M | 6.82% | 3.96% | +176.5% | Q3 2024 |
| ADCT | $29.9M | 6.18% | 6.74% | +13.5% | Q3 2022 |
| KURA | $26.3M | 5.43% | 2.88% | -8.3% | Q2 2018 |
| MGTX | $25.5M | 5.27% | 3.96% | -21.5% | Q3 2018 |
| NKTR | $23.4M | 4.85% | 2.72% | New | Q4 2025 |
| VEEV | $20.1M | 4.16% | 0.05% | New | Q4 2025 |
 ICLR | $20M | 4.14% | 0.14% | +0.5% | Q4 2024 |
| BSX | $20M | 4.14% | 0.01% | +176.0% | Q3 2025 |
| CON | $17.5M | 3.62% | 0.69% | +46.1% | Q2 2025 |
| PHR | $16.5M | 3.42% | 1.62% | New | Q4 2025 |
| FOLD | $16.4M | 3.38% | 0.37% | -32.7% | Q4 2024 |
| SEM | $15.4M | 3.18% | 0.83% | +18.3% | Q1 2022 |
| SNDX | $14M | 2.89% | 0.76% | -33.7% | Q2 2024 |
| ZYME | $14M | 2.89% | 0.71% | -29.2% | Q3 2023 |
| ROIV | $13.6M | 2.81% | 0.09% | -53.0% | Q1 2024 |
| CRNX | $12.2M | 2.53% | 0.28% | -20.0% | Q2 2025 |
 AVTR | $10.3M | 2.13% | 0.13% | Not reported | Q3 2022 |
| STTK | $8.69M | 1.80% | 3.76% | -56.3% | Q3 2021 |
 LH | $8.66M | 1.79% | 0.04% | New | Q4 2025 |
| WGS | $7.15M | 1.48% | 0.19% | New | Q4 2025 |
| ALNY | $6.8M | 1.41% | 0.01% | Not reported | Q4 2021 |
| IMVT | $6.19M | 1.28% | 0.12% | -65.2% | Q4 2019 |
| CRBP | $5.57M | 1.15% | 3.88% | +99.2% | Q1 2024 |
| TECX | $4.9M | 1.01% | 1.25% | -38.0% | Q2 2024 |
 CDNA | $4.71M | 0.97% | 0.49% | -50.4% | Q4 2024 |
| TERN | $3.84M | 0.79% | 0.08% | New | Q4 2025 |
| RCKT | $2.61M | 0.54% | 0.69% | -41.3% | Q4 2021 |
| KIDS | $2.43M | 0.50% | 0.54% | -55.7% | Q3 2020 |
| OKUR | $2.37M | 0.49% | 244.33% | +204.9% | Q4 2024 |
 BBIO | $2.29M | 0.47% | 0.02% | -88.7% | Q4 2022 |
| ABVX | $2.29M | 0.47% | 0.02% | New | Q4 2025 |
| ACET | $2.11M | 0.44% | 2.61% | New | Q4 2025 |
 TEM | $2.07M | 0.43% | Not reported | New | Q4 2025 |
| TBI | $2.01M | 0.42% | 1.48% | +456.8% | Q3 2025 |
| PLRX | $1.9M | 0.39% | 2.53% | +7493.8% | Q1 2025 |
| RNTX | $513K | 0.11% | 1.61% | -22.1% | Q2 2024 |
| Q3 2025 | |||||
| LKFT | $39.8M | 9.29% | 1.75% | -35.2% | Q4 2018 |
| MGTX | $33.7M | 7.85% | 5.08% | -10.9% | Q3 2018 |
| ADCT | $29.9M | 6.97% | 6.63% | -28.6% | Q3 2022 |
| KURA | $24.4M | 5.69% | 3.17% | -13.3% | Q2 2018 |
| ISRG | $21.8M | 5.08% | 0.01% | Not reported | Q1 2025 |
| JANX | $21.1M | 4.93% | 1.44% | +1.3% | Q3 2024 |
| ROIV | $20.2M | 4.71% | 0.19% | -26.2% | Q1 2024 |
| ICLR | $19.2M | 4.47% | 0.14% | +11.1% | Q4 2024 |
| SNDX | $15.4M | 3.60% | 1.15% | -7.1% | Q2 2024 |
| BBIO | $13.7M | 3.20% | 0.14% | -44.0% | Q4 2022 |
| CRNX | $13.7M | 3.19% | 0.35% | +10.3% | Q2 2025 |
| FOLD | $13.5M | 3.14% | 0.55% | -50.9% | Q4 2024 |
 DXCM | $13.1M | 3.06% | 0.05% | +178.9% | Q4 2017 |
| STTK | $13M | 3.04% | 8.63% | -17.9% | Q3 2021 |
| ZYME | $12.8M | 2.99% | 1.00% | -42.8% | Q3 2023 |
| CON | $12.8M | 2.98% | 0.48% | +95.5% | Q2 2025 |
| IMVT | $11.3M | 2.63% | 0.40% | +45.7% | Q4 2019 |
| SEM | $11.2M | 2.62% | 0.71% | +147.3% | Q1 2022 |
 BHVN | $9.01M | 2.10% | 0.57% | +11.3% | Q1 2025 |
 VRTX | $8.03M | 1.87% | 0.01% | Not reported | Q4 2020 |
| BSX | $7.43M | 1.73% | 0.01% | New | Q3 2025 |
| CDNA | $7.33M | 1.71% | 0.98% | +66.5% | Q4 2024 |
 ACHC | $6.19M | 1.44% | 0.28% | +18.0% | Q4 2017 |
| TECX | $5.95M | 1.39% | 2.03% | -14.2% | Q2 2024 |
| KIDS | $5.72M | 1.33% | 1.23% | +319.2% | Q3 2020 |
| CRBP | $4.34M | 1.01% | 2.74% | -40.8% | Q1 2024 |
| RCKT | $4.13M | 0.96% | 1.17% | -19.8% | Q4 2021 |
| PRCT | $2.75M | 0.64% | 0.14% | Not reported | Q4 2021 |
 ALGN | $2.43M | 0.57% | 0.03% | New | Q3 2025 |
 ARGX | $2.43M | 0.57% | 0.01% | -85.0% | Q1 2025 |
 TWST | $2.11M | 0.49% | 0.12% | New | Q3 2025 |
| AKRO | $1.86M | 0.43% | 0.05% | New | Q3 2025 |
 CTMX | $1.8M | 0.42% | 0.34% | -83.9% | Q3 2024 |
 SGHT | $1.51M | 0.35% | 0.84% | -49.5% | Q3 2024 |
| OKUR | $737K | 0.17% | 80.14% | +67.8% | Q4 2024 |
| SDGR | $699K | 0.16% | 0.06% | Not reported | Q2 2024 |
| RNTX | $650K | 0.15% | 2.26% | +32.7% | Q2 2024 |
| TBI | $487K | 0.11% | 0.27% | New | Q3 2025 |
 PRTA | $195K | 0.05% | 0.04% | -92.5% | Q3 2020 |
| PLRX | $30.3K | 0.01% | 0.03% | -97.6% | Q1 2025 |
 ACTU | $5.92K | 0.00% | 0.00% | New | Q3 2025 |