StockDriftsStockDriftsTop 36 Prosight Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLPG | LAKEFRONT BIOTHERAPEUTICS NV | 10.56% | 2.04M | $61.3M | +31.83%(+493.34K) | $32.74(-14.70%) | 2026-06-30 | |
| JANX | JANUX THERAPEUTICS INC | 10.07% | 3.80M | $58.4M | +7.17%(+254.48K) | $21.82(-26.13%) | 2026-06-30 | |
| NKTR | NEKTAR THERAPEUTICS | 9.74% | 810.0K | $56.5M | +10.20%(+75.00K) | $52.93(+39.55%) | 2026-06-30 | |
| BSX | BOSTON SCIENTIFIC CORP | 9.34% | 1.27M | $54.2M | +59.67%(+474.73K) | $72.49(-28.50%) | 2026-06-30 | |
| STTK | SHATTUCK LABS INC | 7.12% | 5.96M | $41.3M | +19.05%(+953.44K) | $5.35(+38.68%) | 2026-06-30 | |
| INSM | INSMED INC | 6.9% | 375.6K | $40.0M | new | $129.97(-4.79%) | 2026-06-30 | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 5.09% | 98.1K | $29.5M | +29.05%(+22.08K) | $362.63(-36.95%) | 2026-06-30 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 4.52% | 1.20M | $26.2M | +55.84%(+430.00K) | $19.34(+2.59%) | 2026-06-30 | |
| KURA | KURA ONCOLOGY INC | 3.82% | 2.02M | $22.2M | -39.76%(-1.33M) | $9.38(+15.82%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 3.56% | 394.4K | $20.7M | -23.22%(-119.24K) | $31.67(+54.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.93% | +15.55% | +0.46% | +2.34% |
| Top 20 Holdings Unweighted | +11.97% | +40.37% | +3.10% | +16.51% |
Prosight Management LP reports $580.35M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are GLPG (10.6%), JANX (10.1%) and NKTR (9.7%). The top 20 holdings account for 92.32% of reported assets. Its disclosed equity book has returned +15.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prosight Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1617201). View Prosight Management LP’s 13F filings on SEC