Prosight Management
Prosight Management reported 36 stocks worth $580M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are LKFT (10.6%), JANX (10.1%) and NKTR (9.7%). Compared with Q1 2026, the fund opened new positions in INSM, MLYS and OPCH, added to LKFT, JANX and NKTR, trimmed KURA, ALKS and ADCT and sold out of CON, PHR and SDGR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LKFT Galapagos NV | $61.3M | 10.6% | 2M | +493K (+32%) | 8 of 8 | |
| 2 |  JANX Janux Therapeutics Inc | $58.4M | 10.1% | 3.8M | +254K (+7%) | 8 of 8 | |
| 3 |  NKTR Nektar Therapeutics | $56.5M | 9.7% | 810K | +75K (+10%) | 3 of 8 | |
| 4 |  BSX Boston Scientific Corp | $54.2M | 9.3% | 1.3M | +475K (+60%) | 4 of 8 | |
| 5 |  STTK Shattuck Labs Inc | $41.3M | 7.1% | 6M | +953K (+19%) | 8 of 8 | |
| 6 |  INSM Insmed Inc | $40M | 6.9% | 376K | New position | 1 of 8 | |
| 7 |  ALNY Alnylam Pharmaceuticals Inc | $29.5M | 5.1% | 98K | +22K (+29%) | 3 of 8 | |
| 8 |  SNDX Syndax Pharmaceuticals Inc | $26.2M | 4.5% | 1.2M | +430K (+56%) | 8 of 8 | |
| 9 |  KURA Kura Oncology Inc | $22.2M | 3.8% | 2M | −1.3M (−40%) | 8 of 8 | |
| 10 |  ALKS Alkermes PLC | $20.7M | 3.6% | 394K | −119K (−23%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CON Concentra Group Holdings Par | $10.8M | 506K |
TERNS PHARMACEUTICALS INC | $10.7M | 202K |
 PHR Phreesia Inc | $9.2M | 1.1M |
 SDGR Schrodinger Inc | $5.8M | 511K |
 ROIV Roivant Sciences Ltd | $5M | 180K |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prosight Management 13F FAQ
What does Prosight Management own?
Prosight Management reported 36 stocks worth $580M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are LKFT (10.6%), JANX (10.1%) and NKTR (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Prosight Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 16 added to, 15 trimmed and 15 sold out. New positions include INSM, MLYS and OPCH. It sold all of CON, PHR and SDGR.
When will Prosight Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Prosight Management's portfolio worth?
The Q2 2026 filing reports $580M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.