Fund HoldingsProsight Management, LP

Total Portfolio Value
$580.35M
Total Bought
$155.66M
Total Sold
$191.09M
Net Transaction
-$35.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INSMED INC(INSM)0375,609+375,609040,0476.90%+40,047
IRHYTHM HOLDINGS INC(IRTC)10,000165,500+155,5001,18019,6863.39%+18,506
LAKEFRONT BIOTHERAPEUTICS NV(LKFT)1,550,0002,043,344+493,34446,50061,25910.56%+14,759
MINERALYS THERAPEUTICS INC(MLYS)0449,795+449,795012,1352.09%+12,135
SHATTUCK LABS INC5,004,4395,957,877+953,43832,17941,3487.12%+9,169
JANUX THERAPEUTICS INC(JANX)3,550,0003,804,481+254,48149,34558,43710.07%+9,092
SYNDAX PHARMACEUTICALS INC(SNDX)770,0001,200,000+430,00017,98726,2324.52%+8,245
OPTION CARE HEALTH INC(OPCH)0270,716+270,71605,6770.98%+5,677
INTUITIVE SURGICAL INC4,00017,000+13,0001,8446,7611.16%+4,917
ALNYLAM PHARMACEUTICALS INC(ALNY)76,00098,080+22,08025,14629,5255.09%+4,379
BOSTON SCIENTIFIC CORP(BSX)795,5471,270,273+474,72649,92154,2159.34%+4,295
ZYMEWORKS INC(ZYME)539,049674,434+135,38513,49817,6303.04%+4,132
ICU MED INC(ICUI)27,45051,000+23,5503,5457,4771.29%+3,931
NEKTAR THERAPEUTICS(NKTR)735,000810,000+75,00052,88356,5469.74%+3,663
VEEVA SYS INC(VEEV)86,480106,200+19,72015,19118,8473.25%+3,656
PFIZER INC(PFE)0135,366+135,36603,2600.56%+3,260
ABIVAX SA(ABVX)105,000107,394+2,39411,69214,3112.47%+2,620
ALKERMES PLC(ALKS)513,632394,389-119,24318,16220,6643.56%+2,502
CRINETICS PHARMACEUTICALS IN(CRNX)350,000374,666+24,66612,71214,0202.42%+1,308
EVERFORTH INC(EFOR)067,500+67,50001,2060.21%+1,206
REIN THERAPEUTICS INC411,6001,100,000+688,4005351,1440.20%+609
AN2 THERAPEUTICS INC515,754474,638-41,1161,7642,2970.40%+533
ROCKET PHARMACEUTICALS INC683,856700,000+16,1442,4482,3940.41%-54
CORBUS PHARMACEUTICALS HLDGS697,108650,000-47,1086,5466,0971.05%-449
IMMUNEERING CORP123,40936,861-86,5486501840.03%-466
TRANSMEDICS GROUP INC(TMDX)5,0000-5,0004970-497
PLIANT THERAPEUTICS INC1,667,6001,370,233-297,3672,1011,5620.27%-539
NOVOCURE LTD(NVCR)50,4000-50,4005490-549
PALVELLA THERAPEUTICS INC NE(PVLA)5,0000-5,0006230-623
COYA THERAPEUTICS INC420,360170,000-250,3601,6569950.17%-662
TRUEBLUE INC249,1070-249,1079740-974
TECTONIC THERAPEUTIC INC79,87239,731-40,1412,4691,3660.24%-1,103
EMERGENT BIOSOLUTIONS INC639,118459,952-179,1665,3053,8540.66%-1,450
VIKING THERAPEUTICS INC(VKTX)45,0000-45,0001,4640-1,464
REGENXBIO INC200,0000-200,0001,6760-1,676
ADICET BIO INC250,2440-250,2441,7040-1,704
ORTHOPEDIATRICS CORP302,399157,500-144,8994,7993,0130.52%-1,786
OMEROS CORP(OMER)174,8000-174,8001,8460-1,846
UPSTREAM BIO INC241,1230-241,1232,1700-2,170
IMMUNOVANT INC(IMVT)175,8250-175,8254,3670-4,367
ONKURE THERAPEUTICS INC2,154,381978,992-1,175,3898,9194,4640.77%-4,455
ROIVANT SCIENCES LTD(ROIV)180,0000-180,0004,9860-4,986
KURA ONCOLOGY INC(KURA)3,356,7002,021,964-1,334,73627,29022,1813.82%-5,109
SCHRODINGER INC(SDGR)510,5780-510,5785,8000-5,800
PHREESIA INC1,100,0000-1,100,0009,2180-9,218
TERNS PHARMACEUTICALS INC202,3000-202,30010,6650-10,665
CONCENTRA GROUP HOLDINGS PAR(CON)505,8220-505,82210,8500-10,850
MEIRAGTX HLDGS PLC(MGTX)2,629,97190,000-2,539,97122,7761,2160.21%-21,560
ADC THERAPEUTICS SA8,300,0007,824,749-475,25131,1258,3721.44%-22,753
GENEDX HOLDINGS CORP(WGS)523,46385,500-437,96333,6175,8701.01%-27,747
PROCEPT BIOROBOTICS CORP(PRCT)1,945,000268,269-1,676,73148,6446,0581.04%-42,587
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