Latest Prosight Management, LP Stock Portfolio
$580Million | No. of Holdings #36
Prosight Management, LP Performance
2026 Q2-1.83%
YTD-6.73%
2025+7.64%
About Prosight Management, LP and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prosight Management, LP reported an equity portfolio of $580.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Prosight Management, LP are GLPG, JANX, NKTR. The fund has invested 10.6% of it's portfolio in LAKEFRONT BIOTHERAPEUTICS NV and 10.1% of portfolio in JANUX THERAPEUTICS INC. <br><br> The fund managers got completely rid off CONCENTRA GROUP HOLDINGS PAR, TERNS PHARMACEUTICALS INC (TERN) and PHREESIA INC (PHR) stocks. They significantly reduced their stock positions in MEIRAGTX HLDGS PLC (MGTX), PROCEPT BIOROBOTICS CORP (PRCT) and GENEDX HOLDINGS CORP (SMFR). Prosight Management, LP opened new stock positions in INSMED INC (INSM), MINERALYS THERAPEUTICS INC and OPTION CARE HEALTH INC (OPCH). The fund showed a lot of confidence in some stocks as they added substantially to IRHYTHM HOLDINGS INC (IRTC), INTUITIVE SURGICAL INC (ISRG) and REIN THERAPEUTICS INC (ALRN).
Prosight Management, LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$580Million
as of Aug 14, 2026Prosight Management, LP Annual Return Estimates Vs S&P 500
Our best estimate is that Prosight Management, LP made a return of -1.83% in the last quarter. In trailing 12 months, it's portfolio return was 14.74%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| insmed inc | 40,047,400 |
| mineralys therapeutics inc | 12,135,500 |
| option care health inc | 5,676,920 |
| pfizer inc | 3,259,610 |
| everforth inc | 1,206,220 |
New stocks bought by Prosight Management, LP
Additions
| Ticker | % Inc. |
|---|---|
| irhythm holdings inc | 1,555 |
| intuitive surgical inc | 325 |
| rein therapeutics inc | 167 |
| icu med inc | 85.79 |
| boston scientific corp | 59.67 |
| syndax pharmaceuticals inc | 55.84 |
| lakefront biotherapeutics nv | 31.83 |
| alnylam pharmaceuticals inc | 29.05 |
Additions to existing portfolio by Prosight Management, LP
Reductions
| Ticker | % Reduced |
|---|---|
| meiragtx hldgs plc | -96.58 |
| procept biorobotics corp | -86.21 |
| genedx holdings corp | -83.67 |
| immuneering corp | -70.13 |
| coya therapeutics inc | -59.56 |
| onkure therapeutics inc | -54.56 |
| tectonic therapeutic inc | -50.26 |
| orthopediatrics corp | -47.92 |
Prosight Management, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| phreesia inc | -9,218,000 |
| schrodinger inc | -5,800,170 |
| concentra group holdings par | -10,849,900 |
| adicet bio inc | -1,704,160 |
| trueblue inc | -974,008 |
| upstream bio inc | -2,170,110 |
| terns pharmaceuticals inc | -10,665,300 |
| regenxbio inc | -1,676,000 |
Prosight Management, LP got rid off the above stocks
Sector Distribution
Prosight Management, LP has about 78% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 78 |
| Others | 20.8 |
Market Cap. Distribution
Prosight Management, LP has about 26.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- LARGE-CAP
- MID-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 29.6 |
| LARGE-CAP | 26.3 |
| MID-CAP | 21.4 |
| UNALLOCATED | 20.8 |
| MICRO-CAP | 1.9 |
Stocks belong to which Index?
About 53.2% of the stocks held by Prosight Management, LP either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 46.9 |
| RUSSELL 2000 | 42.1 |
| S&P 500 | 11.1 |
Prosight Management, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Prosight Management, LP
Prosight Management, LP has 36 stocks in it's portfolio. About 70.7% of the portfolio is in top 10 stocks. ADCT proved to be the most loss making stock for the portfolio. ALKS was the most profitable stock for Prosight Management, LP last quarter.
$580.35MTotal Value
51.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Adicet Bio Inc Adicet Bio IncACET Prosight Management, LP's holding in Adicet Bio Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ADCT Adc Therapeutics SaAdc Therapeutics SaADCT | 1.44% | 7,824,750 | $8.37M 1.44% | 5.73%decreased 5.73 percentreduced | |
 Alkermes Plc Alkermes PlcALKS Prosight Management, LP's holding in Alkermes Plc over time | 3.56% | 394,389 | $20.66M 3.56% | 23.22%decreased 23.22 percentreduced | |
 Alnylam Pharmaceuticals Inc Prosight Management, LP's holding in Alnylam Pharmaceuticals Inc over time | 5.09% | 98,080 | $29.52M 5.09% | 29.05%increased 29.05 percentadded | |
 Rein Therapeutics Inc Prosight Management, LP's holding in Rein Therapeutics Inc over time | 0.2% | 1,100,000 | $1.14M 0.2% | 167.25%increased 167.25 percentadded | |
 An2 Therapeutics Inc Prosight Management, LP's holding in An2 Therapeutics Inc over time | 0.4% | 474,638 | $2.30M 0.4% | 7.97%decreased 7.97 percentreduced | |
 Everforth Inc Everforth IncASGN Prosight Management, LP's holding in Everforth Inc over time | 0.21% | 67,500 | $1.21M 0.21% | Newnew position | |
 Boston Scientific Corp Prosight Management, LP's holding in Boston Scientific Corp over time | 9.34% | 1,270,270 | $54.22M 9.34% | 59.67%increased 59.67 percentadded | |
 Corbus Pharmaceuticals Hldgs Prosight Management, LP's holding in Corbus Pharmaceuticals Hldgs over time | 1.05% | 650,000 | $6.10M 1.05% | 6.76%decreased 6.76 percentreduced | |
 Crinetics Pharmaceuticals In Prosight Management, LP's holding in Crinetics Pharmaceuticals In over time | 2.42% | 374,666 | $14.02M 2.42% | 7.05%increased 7.05 percentadded | |
 Emergent Biosolutions Inc Prosight Management, LP's holding in Emergent Biosolutions Inc over time | 0.66% | 459,952 | $3.85M 0.66% | 28.03%decreased 28.03 percentreduced | |
 GLPG Lakefront Biotherapeutics NvLakefront Biotherapeutics NvGLPG | 10.56% | 2,043,340 | $61.26M 10.56% | 31.83%increased 31.83 percentadded | |
 Icu Med Inc Icu Med IncICUI Prosight Management, LP's holding in Icu Med Inc over time | 1.29% | 51,000 | $7.48M 1.29% | 85.79%increased 85.79 percentadded | |
 Immuneering Corp Immuneering CorpIMRX Prosight Management, LP's holding in Immuneering Corp over time | 0.03% | 36,861 | $183.9K 0.03% | 70.13%decreased 70.13 percentreduced | |
 Immunovant Inc Immunovant IncIMVT Prosight Management, LP's holding in Immunovant Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Insmed Inc Insmed IncINSM Prosight Management, LP's holding in Insmed Inc over time | 6.9% | 375,609 | $40.05M 6.9% | Newnew position | |
 Irhythm Holdings Inc Prosight Management, LP's holding in Irhythm Holdings Inc over time | 3.39% | 165,500 | $19.69M 3.39% | 1555%increased 1555 percentadded | |
 Intuitive Surgical Inc Prosight Management, LP's holding in Intuitive Surgical Inc over time | 1.17% | 17,000 | $6.76M 1.17% | 325%increased 325 percentadded | |
 Janux Therapeutics Inc Prosight Management, LP's holding in Janux Therapeutics Inc over time | 10.07% | 3,804,480 | $58.44M 10.07% | 7.17%increased 7.17 percentadded | |
 Orthopediatrics Corp Prosight Management, LP's holding in Orthopediatrics Corp over time | 0.52% | 157,500 | $3.01M 0.52% | 47.92%decreased 47.92 percentreduced | |