Prosight Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 795,547 | +795,547 | 0 | 49,920,574 | 8.19% | +49,920,574 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 735,000 | +735,000 | 0 | 52,883,250 | 8.67% | +52,883,250 |
| GENEDX HOLDINGS CORP(WGS) | 0 | 523,463 | +523,463 | 0 | 33,616,794 | 5.51% | +33,616,794 |
| SHATTUCK LABS INC | 0 | 5,004,439 | +5,004,439 | 0 | 32,178,543 | 5.28% | +32,178,543 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 76,000 | +76,000 | 0 | 25,146,120 | 4.12% | +25,146,120 |
| ALKERMES PLC(ALKS) | 0 | 513,632 | +513,632 | 0 | 18,162,028 | 2.98% | +18,162,028 |
| JANUX THERAPEUTICS INC(JANX) | 0 | 3,550,000 | +3,550,000 | 0 | 49,345,000 | 8.09% | +49,345,000 |
| GALAPAGOS NV(GLPG) | 0 | 1,550,000 | +1,550,000 | 0 | 46,500,000 | 7.63% | +46,500,000 |
| ABIVAX SA(ABVX) | 0 | 105,000 | +105,000 | 0 | 11,691,750 | 1.92% | +11,691,750 |
| TERNS PHARMACEUTICALS INC | 0 | 202,300 | +202,300 | 0 | 10,665,256 | 1.75% | +10,665,256 |
| ONKURE THERAPEUTICS INC | 0 | 2,154,381 | +2,154,381 | 0 | 8,919,137 | 1.46% | +8,919,137 |
| SCHRODINGER INC(SDGR) | 0 | 510,578 | +510,578 | 0 | 5,800,166 | 0.95% | +5,800,166 |
| EMERGENT BIOSOLUTIONS INC | 0 | 639,118 | +639,118 | 0 | 5,304,679 | 0.87% | +5,304,679 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 0 | 1,945,000 | +1,945,000 | 0 | 48,644,450 | 7.98% | +48,644,450 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 770,000 | +770,000 | 0 | 17,987,200 | 2.95% | +17,987,200 |
| ICU MED INC(ICUI) | 0 | 27,450 | +27,450 | 0 | 3,545,168 | 0.58% | +3,545,168 |
| ORTHOPEDIATRICS CORP | 0 | 302,399 | +302,399 | 0 | 4,799,072 | 0.79% | +4,799,072 |
| UPSTREAM BIO INC | 0 | 241,123 | +241,123 | 0 | 2,170,107 | 0.36% | +2,170,107 |
| OMEROS CORP | 0 | 174,800 | +174,800 | 0 | 1,845,888 | 0.30% | +1,845,888 |
| INTUITIVE SURGICAL INC | 0 | 4,000 | +4,000 | 0 | 1,843,960 | 0.30% | +1,843,960 |
| AN2 THERAPEUTICS INC | 0 | 515,754 | +515,754 | 0 | 1,763,879 | 0.29% | +1,763,879 |
| REGENXBIO INC | 0 | 200,000 | +200,000 | 0 | 1,676,000 | 0.27% | +1,676,000 |
| COYA THERAPEUTICS INC | 0 | 420,360 | +420,360 | 0 | 1,656,218 | 0.27% | +1,656,218 |
| VIKING THERAPEUTICS INC(VKTX) | 0 | 45,000 | +45,000 | 0 | 1,464,300 | 0.24% | +1,464,300 |
| ADC THERAPEUTICS SA | 0 | 8,300,000 | +8,300,000 | 0 | 31,125,000 | 5.10% | +31,125,000 |
| IRHYTHM HOLDINGS INC(IRTC) | 0 | 10,000 | +10,000 | 0 | 1,180,200 | 0.19% | +1,180,200 |
| KURA ONCOLOGY INC | 0 | 3,356,700 | +3,356,700 | 0 | 27,289,971 | 4.48% | +27,289,971 |
| CORBUS PHARMACEUTICALS HLDGS | 0 | 697,108 | +697,108 | 0 | 6,545,844 | 1.07% | +6,545,844 |
| IMMUNEERING CORP | 0 | 123,409 | +123,409 | 0 | 650,365 | 0.11% | +650,365 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 0 | 5,000 | +5,000 | 0 | 623,250 | 0.10% | +623,250 |
| NOVOCURE LTD(NVCR) | 0 | 50,400 | +50,400 | 0 | 549,360 | 0.09% | +549,360 |
| TRANSMEDICS GROUP INC(TMDX) | 0 | 5,000 | +5,000 | 0 | 497,050 | 0.08% | +497,050 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 350,000 | +350,000 | 0 | 12,712,000 | 2.08% | +12,712,000 |
| PLIANT THERAPEUTICS INC | 0 | 1,667,600 | +1,667,600 | 0 | 2,101,176 | 0.34% | +2,101,176 |
| REIN THERAPEUTICS INC | 0 | 411,600 | +411,600 | 0 | 535,080 | 0.09% | +535,080 |
| ROCKET PHARMACEUTICALS INC | 0 | 683,856 | +683,856 | 0 | 2,448,204 | 0.40% | +2,448,204 |
| ADICET BIO INC | 0 | 250,244 | +250,244 | 0 | 1,704,162 | 0.28% | +1,704,162 |
| ZYMEWORKS INC(ZYME) | 0 | 539,049 | +539,049 | 0 | 13,497,787 | 2.21% | +13,497,787 |
| TRUEBLUE INC | 0 | 249,107 | +249,107 | 0 | 974,008 | 0.16% | +974,008 |
| IMMUNOVANT INC(IMVT) | 0 | 175,825 | +175,825 | 0 | 4,367,493 | 0.72% | +4,367,493 |
| TEMPUS AI INC(TEM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TECTONIC THERAPEUTIC INC | 0 | 79,872 | +79,872 | 0 | 2,468,844 | 0.40% | +2,468,844 |
| MEIRAGTX HLDGS PLC(MGTX) | 0 | 2,629,971 | +2,629,971 | 0 | 22,775,549 | 3.73% | +22,775,549 |
| CAREDX INC(CDNA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VEEVA SYS INC(VEEV) | 0 | 86,480 | +86,480 | 0 | 15,191,077 | 2.49% | +15,191,077 |
| CONCENTRA GROUP HOLDINGS PAR(CON) | 0 | 505,822 | +505,822 | 0 | 10,849,882 | 1.78% | +10,849,882 |
| PHREESIA INC | 0 | 1,100,000 | +1,100,000 | 0 | 9,218,000 | 1.51% | +9,218,000 |
| ROIVANT SCIENCES LTD(ROIV) | 0 | 180,000 | +180,000 | 0 | 4,986,000 | 0.82% | +4,986,000 |
| LABCORP HOLDINGS INC(LH) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AVANTOR INC(AVTR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SELECT MED HLDGS CORP(SEM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMICUS THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ICON PLC(ICLR) | 0 | 0 | 0 | 0 | 0 | — | 0 |