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Prosight Management Portfolio holdings
AUM
$580M
1-Year Est. Return
29.81%
This Fund
S&P 500
This Quarter
Est. Return
-1.98%
1 Year Est. Return
+29.81%
3 Year Est. Return
+39.55%
5 Year Est. Return
-6.93%
10 Year Est. Return
–
AUM
$580M
AUM Growth
-$29.5M
(-4.8%)
Cap. Flow
-$5.55M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
70.73%
Holding
51
New
5
Increased
16
Reduced
15
Closed
15
Avg Time Held
4.9
quarters
Top 10 Avg Time Held
3.6
quarters
Top 20 Avg Time Held
4.1
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insmed
INSM
|
+$45.5M |
| 2 |
Boston Scientific
BSX
|
+$25.8M |
| 3 |
iRhythm Holdings
IRTC
|
+$18.1M |
| 4 |
Lakefront Biotherapeutics American Depositary Shares
LKFT
|
+$14M |
| 5 |
Mineralys Therapeutics
MLYS
|
+$12.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procept Biorobotics
PRCT
|
+$42M |
| 2 |
MeiraGTx Holdings
MGTX
|
+$25.2M |
| 3 |
GeneDx Holdings
WGS
|
+$24.9M |
| 4 |
Kura Oncology
KURA
|
+$12.6M |
| 5 |
Concentra Group Holdings
CON
|
+$10.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 99.79% |
| 2 | Technology | 0.21% |
| 3 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.9B
| $61.3M | 10.56% |
2,043,344
+493,344
| +32% | +$14M |
2021 Q1
21 quarters
|
|
2
Janux Therapeutics
JANX
$1.05B
| $58.4M | 10.07% |
3,804,481
+254,481
| +7% | +$3.69M |
2024 Q3
7 quarters
|
|
3
Nektar Therapeutics
NKTR
$1.29B
| $56.5M | 9.74% |
810,000
+75,000
| +10% | +$5.49M |
2025 Q4
2 quarters
|
|
|
4
Boston Scientific
BSX
$62.8B
| $54.2M | 9.34% |
1,270,273
+474,726
| +60% | +$25.8M |
2025 Q3
3 quarters
|
|
5
Shattuck Labs
STTK
$551M
| $41.3M | 7.12% |
5,957,877
+953,438
| +19% | +$5.95M |
2021 Q3
19 quarters
|
|
|
6
Insmed
INSM
$21.1B
| $40M | 6.9% |
+375,609
| New | +$45.5M |
2026 Q2
0 quarters
|
|
7
Alnylam Pharmaceuticals
ALNY
$29.9B
| $29.5M | 5.09% |
98,080
+22,080
| +29% | +$6.66M |
2025 Q4
2 quarters
|
|
8
Syndax Pharmaceuticals
SNDX
$1.25B
| $26.2M | 4.52% |
1,200,000
+430,000
| +56% | +$8.94M |
2024 Q2
8 quarters
|
|
|
9
Kura Oncology
KURA
$874M
| $22.2M | 3.82% |
2,021,964
-1,334,736
| -40% | -$12.6M |
2023 Q2
12 quarters
|
|
10
Alkermes
ALKS
$6.67B
| $20.7M | 3.56% |
394,389
-119,243
| -23% | -$4.66M |
2026 Q1
1 quarter
|
|
|
11
iRhythm Holdings
IRTC
$3.55B
| $19.7M | 3.39% |
165,500
+155,500
| +1,555% | +$18.1M |
2026 Q1
1 quarter
|
|
12
Veeva Systems
VEEV
$48.8B
| $18.8M | 3.25% |
106,200
+19,720
| +23% | +$3.25M |
2025 Q4
2 quarters
|
|
13
Zymeworks
ZYME
$1.8B
| $17.6M | 3.04% |
674,434
+135,385
| +25% | +$3.44M |
2024 Q1
9 quarters
|
|
14
Abivax
ABVX
$7.52B
| $14.3M | 2.47% |
107,394
+2,394
| +2% | +$271K |
2025 Q4
2 quarters
|
|
15
DELISTED
Crinetics Pharmaceuticals
CRNX
| $14M | 2.42% |
374,666
+24,666
| +7% | +$917K |
2025 Q2
4 quarters
|
|
|
16
Mineralys Therapeutics
MLYS
$1.86B
| $12.1M | 2.09% |
+449,795
| New | +$12.3M |
2026 Q2
0 quarters
|
|
17
ADC Therapeutics
ADCT
$217M
| $8.37M | 1.44% |
7,824,749
-475,251
| -6% | -$1.39M |
2022 Q3
15 quarters
|
|
18
ICU Medical
ICUI
$4.08B
| $7.48M | 1.29% |
51,000
+23,550
| +86% | +$3.07M |
2026 Q1
1 quarter
|
|
19
Intuitive Surgical
ISRG
$149B
| $6.76M | 1.16% |
17,000
+13,000
| +325% | +$5.68M |
2026 Q1
1 quarter
|
|
20
Corbus Pharmaceuticals
CRBP
$92.5M
| $6.1M | 1.05% |
650,000
-47,108
| -7% | -$446K |
2024 Q3
7 quarters
|
|
|
21
Procept Biorobotics
PRCT
$1.09B
| $6.06M | 1.04% |
268,269
-1,676,731
| -86% | -$42M |
2025 Q3
3 quarters
|
|
|
22
GeneDx Holdings
WGS
$1.94B
| $5.87M | 1.01% |
85,500
-437,963
| -84% | -$24.9M |
2025 Q4
2 quarters
|
|
23
Option Care Health
OPCH
$4.66B
| $5.68M | 0.98% |
+270,716
| New | +$6.29M |
2026 Q2
0 quarters
|
|
24
OnKure Therapeutics
OKUR
$95.2M
| $4.46M | 0.77% |
978,992
-1,175,389
| -55% | -$5.04M |
2024 Q4
6 quarters
|
|
25
Emergent Biosolutions
EBS
$354M
| $3.85M | 0.66% |
459,952
-179,166
| -28% | -$1.5M |
2026 Q1
1 quarter
|
|
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Prosight Management's Q2 2026 Portfolio in Review
As of Q2 2026, Prosight Management held 51 positions worth $580M, down 4.8% from $610M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Prosight Management's Q2 2026 filing shows 5 new, 16 increased, 15 reduced and 15 closed positions. Its largest new stake was Insmed: 375,609 shares worth $40M. The largest sale was Procept Biorobotics, an estimated $42M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, down from 100% a quarter earlier, followed by Technology and Industrials.
- Prosight Management's largest Q2 2026 buy was Insmed: 375,609 shares worth $40M.
- Prosight Management added most to Boston Scientific in Q2 2026, an estimated $25.8M increase.
- Prosight Management's biggest Q2 2026 reduction was Procept Biorobotics, cutting an estimated $42M.
- Prosight Management fully exited Concentra Group Holdings in Q2 2026, selling an estimated $10.8M.
- Prosight Management's ten largest holdings make up 71% of its $580M portfolio in Q2 2026.
- Prosight Management opened 5 new positions and closed 15 in Q2 2026.
- Prosight Management's portfolio value fell 4.8% quarter-over-quarter to $580M.
Based on Prosight Management's 13F filing for Q2 2026, filed 14 Aug 2026.