1y return+43.7%S&P 500 +20.9%
3y return+12.7%S&P 500 +68.5%
5y return+12.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $204 against $280 in the S&P 500.2
Prosight Management, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LKFTLakefront Biotherapeutics Nv | $61.3M | 10.6% | +31.8% |
| JANXJanux Therapeutics Inc | $58.4M | 10.1% | +7.2% |
| NKTRNektar Therapeutics | $56.5M | 9.7% | +10.2% |
| BSXBoston Scientific Corp | $54.2M | 9.3% | +59.7% |
| STTKShattuck Labs Inc | $41.3M | 7.1% | +19.1% |
| INSMInsmed Inc | $40.0M | 6.9% | New |
| ALNYAlnylam Pharmaceuticals Inc | $29.5M | 5.1% | +29.1% |
| SNDXSyndax Pharmaceuticals Inc | $26.2M | 4.5% | +55.8% |
| KURAKura Oncology Inc | $22.2M | 3.8% | −39.8% |
| Alkermes PLCCUSIP G01767105 | $20.7M | 3.6% | −23.2% |
| IRTCIrhythm Holdings Inc | $19.7M | 3.4% | +1555.0% |
| VEEVVeeva Sys Inc | $18.8M | 3.2% | +22.8% |
| ZYMEZymeworks Inc | $17.6M | 3.0% | +25.1% |
| ABVXAbivax Sa | $14.3M | 2.5% | +2.3% |
| Crinetics Pharmaceuticals InCUSIP 22663K107 | $14.0M | 2.4% | +7.0% |
| MLYSMineralys Therapeutics Inc | $12.1M | 2.1% | New |
| Adc Therapeutics SaCUSIP H0036K147 | $8.4M | 1.4% | −5.7% |
| ICUIIcu Med Inc | $7.5M | 1.3% | +85.8% |
| ISRGIntuitive Surgical Inc | $6.8M | 1.2% | +325.0% |
| CRBPCorbus Pharmaceuticals Hldgs | $6.1M | 1.1% | −6.8% |
| PRCTProcept Biorobotics Corp | $6.1M | 1.0% | −86.2% |
| WGSGenedx Holdings Corp | $5.9M | 1.0% | −83.7% |
| OPCHOption Care Health Inc | $5.7M | 1.0% | New |
| OKUROnkure Therapeutics Inc | $4.5M | 0.8% | −54.6% |
| EBSEmergent Biosolutions Inc | $3.9M | 0.7% | −28.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ZYMEZymeworks Inc | March 31, 2024 | +148.5% | $17.6M |
| TECXTectonic Therapeutic Inc | March 31, 2025 | +94.1% | $1.4M |
| NKTRNektar Therapeutics | December 31, 2025 | +65.1% | $56.5M |
| COYACoya Therapeutics Inc | March 31, 2026 | +48.5% | $994K |
| Alkermes PLCCUSIP G01767105 | March 31, 2026 | +48.2% | $20.7M |
| ANTXAn2 Therapeutics Inc | March 31, 2026 | +41.5% | $2.3M |
| Crinetics Pharmaceuticals InCUSIP 22663K107 | June 30, 2025 | +30.1% | $14.0M |
| ICUIIcu Med Inc | March 31, 2026 | +13.5% | $7.5M |
| SNDXSyndax Pharmaceuticals Inc | June 30, 2024 | +6.5% | $26.2M |
| KURAKura Oncology Inc | June 30, 2023 | +3.7% | $22.2M |
Sold off last quarter
- CONConcentra Group Holdings Par was $10.8M
- Terns Pharmaceuticals IncCUSIP 880881107 was $10.7M
- PHRPhreesia Inc was $9.2M
- SDGRSchrodinger Inc was $5.8M
- Roivant Sciences LtdCUSIP G76279101 was $5.0M
- IMVTImmunovant Inc was $4.4M
- UPBUpstream Bio Inc was $2.2M
- OMEROmeros Corp was $1.8M
- ACETAdicet Bio Inc was $1.7M
- RGNXRegenxbio Inc was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.3% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +12.2% | +2.4% |
| September 30, 2025 | +24.7% | +7.8% |
| June 30, 2025 | +3.5% | +10.5% |
| March 31, 2025 | −13.6% | −4.6% |
| December 31, 2024 | −6.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | −15.1% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +13.0% | +11.2% |
| September 30, 2023 | −14.9% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | −3.9% | +7.0% |
| December 31, 2022 | +11.1% | +7.1% |
| September 30, 2022 | +25.3% | −5.3% |
| June 30, 2022 | −21.7% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | −5.4% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prosight Management, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1617201&type=13F-HR&dateb=&owner=include&count=40CIK 1617201
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1617201/000142050626001799/Filed August 14, 2026 · accession 0001420506-26-001799