Investor
Prosight Management, LP
CIK 0001617201 · filed 2026-05-15 · SEC filing
13F book
$609.8M
Positions
46
16 new · 8 sold
Largest name
8.7%
Nektar Therapeutics · NKTR
Est. mark
−$11.7M
Price effect on 30 names still held. Flow $137.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nektar Therapeutics | NKTR | 735K | $52.9M | 8.7% | $16.5M | Added$29.4M |
| Boston Scientific Corp | BSX | 795.5K | $49.9M | 8.2% | −$6.85M | Added$29.9M |
| Janux Therapeutics, Inc. | JANX | 3.55M | $49.3M | 8.1% | $239.3K | Added$16.3M |
| Procept Biorobotics Corp | PRCT | 1.95M | $48.6M | 8.0% | −$8.9M | Added$5.23M |
| Galapagos Nv | — | 1.55M | $46.5M | 7.6% | −$2.9M | Added$11.4M |
| GeneDx Holdings Corp. | WGS | 523.5K | $33.6M | 5.5% | −$3.62M | Added$26.5M |
| Shattuck Labs, Inc. | STTK | 5M | $32.2M | 5.3% | $6.62M | Added$23.5M |
| Adc Therapeutics Sa | ADCT | 8.3M | $31.1M | 5.1% | $1.83M | Cut$1.2M |
| Kura Oncology, Inc. | KURA | 3.36M | $27.3M | 4.5% | −$5.72M | Added$1.01M |
| Alnylam Pharmaceuticals, Inc. | ALNY | 76K | $25.1M | 4.1% | −$1.14M | Added$18.3M |
| Meiragtx Hldgs Plc | — | 2.63M | $22.8M | 3.7% | $1.87M | Cut−$2.74M |
| Alkermes plc. | ALKS | 513.6K | $18.2M | 3.0% | — | New |
| Syndax Pharmaceuticals Inc | SNDX | 770K | $18M | 2.9% | $1.56M | Added$4.02M |
| Veeva Sys Inc | — | 86.5K | $15.2M | 2.5% | −$4.11M | Cut−$4.93M |
| Zymeworks Inc. | ZYME | 539K | $13.5M | 2.2% | −$684.2K | Added−$467.5K |
| Crinetics Pharmaceuticals In | — | 350K | $12.7M | 2.1% | −$2.69M | Added$473.8K |
| Abivax Sa | — | 105K | $11.7M | 1.9% | −$399.6K | Added$9.4M |
| Concentra Group Holdings Par | — | 505.8K | $10.8M | 1.8% | $895.3K | Cut−$6.69M |
| Terns Pharmaceuticals Inc | — | 202.3K | $10.7M | 1.7% | $1.17M | Added$6.83M |
| Phreesia, Inc. | PHR | 1.1M | $9.22M | 1.5% | −$8.34M | Added−$7.32M |
| OnKure Therapeutics, Inc. | OKUR | 2.15M | $8.92M | 1.5% | $1.01M | Added$6.55M |
| Corbus Pharmaceuticals Hldgs | — | 697.1K | $6.55M | 1.1% | $854.8K | Added$979.1K |
| Schrodinger, Inc. | SDGR | 510.6K | $5.8M | 1.0% | — | New |
| Emergent BioSolutions Inc. | EBS | 639.1K | $5.3M | 0.9% | — | New |
| Roivant Sciences Ltd. | ROIV | 180K | $4.99M | 0.8% | $1.08M | Cut−$8.62M |
| Orthopediatrics Corp | KIDS | 302.4K | $4.8M | 0.8% | −$258.4K | Added$2.37M |
| Immunovant, Inc. | IMVT | 175.8K | $4.37M | 0.7% | −$102K | Cut−$1.82M |
| Icu Med Inc | — | 27.4K | $3.55M | 0.6% | — | New |
| Tectonic Therapeutic, Inc. | TECX | 79.9K | $2.47M | 0.4% | $802.7K | Cut−$2.43M |
| Rocket Pharmaceuticals Inc | — | 683.9K | $2.45M | 0.4% | $47.9K | Cut−$163K |
| Upstream Bio, Inc. | UPB | 241.1K | $2.17M | 0.4% | — | New |
| Pliant Therapeutics, Inc. | PLRX | 1.67M | $2.1M | 0.3% | $62.2K | Added$203.2K |
| Omeros Corp | OMER | 174.8K | $1.85M | 0.3% | — | New |
| Intuitive Surgical Inc | ISRG | 4K | $1.84M | 0.3% | — | New |
| AN2 Therapeutics, Inc. | ANTX | 515.8K | $1.76M | 0.3% | — | New |
| Adicet Bio, Inc. | ACET | 250.2K | $1.7M | 0.3% | −$402.9K | Held |
| REGENXBIO Inc. | RGNX | 200K | $1.68M | 0.3% | — | New |
| Coya Therapeutics, Inc. | COYA | 420.4K | $1.66M | 0.3% | — | New |
| Viking Therapeutics, Inc. | VKTX | 45K | $1.46M | 0.2% | — | New |
| Irhythm Technologies Inc | IRTC | 10K | $1.18M | 0.2% | — | New |
| TrueBlue, Inc. | TBI | 249.1K | $974K | 0.2% | −$159.4K | Cut−$1.04M |
| Immuneering Corp | IMRX | 123.4K | $650.4K | 0.1% | — | New |
| Palvella Therapeutics Inc Ne | — | 5K | $623.3K | 0.1% | — | New |
| Novocure Ltd | NVCR | 50.4K | $549.4K | 0.1% | — | New |
| Rein Therapeutics, Inc. | RNTX | 411.6K | $535.1K | 0.1% | $57.6K | Cut$21.7K |
| TransMedics Group, Inc. | TMDX | 5K | $497.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.