Vault-13

Prosight Management, LP

DALLAS, TX · CIK 1617201 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$580.4m reported value -4.8% vs Q1 2026
36positions
70.7%in top 10
5 new 16 added 15 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 GALAPAGOS NV SPON ADR LKFT LKFT 2,043,344 $61.3m10.56% 10.56% AddedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.6m, Q2 2026 2.0m +493.3k +493,344 31.8%
2 JANUX THERAPEUTICS INC COM JANX JANX 3,804,481 $58.4m10.07% 10.07% AddedShares held: Q3 2025 865.4k, Q4 2025 2.4m, Q1 2026 3.5m, Q2 2026 3.8m +254.5k +254,481 7.2%
3 NEKTAR THERAPEUTICS COM NEW NKTR NKTR 810,000 $56.5m9.74% 9.74% AddedShares held: Q3 2025 0, Q4 2025 554.6k, Q1 2026 735.0k, Q2 2026 810.0k +75.0k +75,000 10.2%
4 BOSTON SCIENTIFIC CORP COM BSX BSX 1,270,273 $54.2m9.34% 9.34% AddedShares held: Q3 2025 76.1k, Q4 2025 210.0k, Q1 2026 795.5k, Q2 2026 1.3m +474.7k +474,726 59.7%
5 SHATTUCK LABS INC COM STTK STTK 5,957,877 $41.3m7.12% 7.12% AddedShares held: Q3 2025 5.5m, Q4 2025 2.4m, Q1 2026 5.0m, Q2 2026 6.0m +953.4k +953,438 19.1%
6 INSMED INC COM PAR $.01 INSM INSM 375,609 $40.0m6.90% 6.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 375.6k
7 ALNYLAM PHARMACEUTICALS INC COM ALNY ALNY 98,080 $29.5m5.09% 5.09% AddedShares held: Q3 2025 0, Q4 2025 17.1k, Q1 2026 76.0k, Q2 2026 98.1k +22.1k +22,080 29.1%
8 SYNDAX PHARMACEUTICALS INC COM SNDX SNDX 1,200,000 $26.2m4.52% 4.52% AddedShares held: Q3 2025 1.0m, Q4 2025 665.0k, Q1 2026 770.0k, Q2 2026 1.2m +430.0k +430,000 55.8%
9 KURA ONCOLOGY INC COM KURA KURA 2,021,964 $22.2m3.82% 3.82% ReducedShares held: Q3 2025 2.8m, Q4 2025 2.5m, Q1 2026 3.4m, Q2 2026 2.0m -1.3m -1,334,736 -39.8%
10 ALKERMES PLC SHS ALKS ALKS 394,389 $20.7m3.56% 3.56% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 513.6k, Q2 2026 394.4k -119.2k -119,243 -23.2%
11 IRHYTHM TECHNOLOGIES INC COM IRTC IRTC 165,500 $19.7m3.39% 3.39% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 10.0k, Q2 2026 165.5k +155.5k +155,500 1555.0%
12 VEEVA SYS INC CL A COM VEEV VEEV 106,200 $18.8m3.25% 3.25% AddedShares held: Q3 2025 0, Q4 2025 90.1k, Q1 2026 86.5k, Q2 2026 106.2k +19.7k +19,720 22.8%
13 ZYMEWORKS INC COM ZYME ZYME 674,434 $17.6m3.04% 3.04% AddedShares held: Q3 2025 749.6k, Q4 2025 530.4k, Q1 2026 539.0k, Q2 2026 674.4k +135.4k +135,385 25.1%
14 ABIVAX SA SPONSORED ADS ABVX ABVX 107,394 $14.3m2.47% 2.47% AddedShares held: Q3 2025 0, Q4 2025 17.0k, Q1 2026 105.0k, Q2 2026 107.4k +2.4k +2,394 2.3%
15 CRINETICS PHARMACEUTICALS IN COM CRNX CRNX 374,666 $14.0m2.42% 2.42% AddedShares held: Q3 2025 328.7k, Q4 2025 262.9k, Q1 2026 350.0k, Q2 2026 374.7k +24.7k +24,666 7.0%
16 MINERALYS THERAPEUTICS INC COM MLYS MLYS 449,795 $12.1m2.09% 2.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 449.8k
17 ADC THERAPEUTICS SA SHS ADCT ADCT 7,824,749 $8.4m1.44% 1.44% ReducedShares held: Q3 2025 7.5m, Q4 2025 8.5m, Q1 2026 8.3m, Q2 2026 7.8m -475.3k -475,251 -5.7%
18 ICU MED INC COM ICUI ICUI 51,000 $7.5m1.29% 1.29% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 27.4k, Q2 2026 51.0k +23.6k +23,550 85.8%
19 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 17,000 $6.8m1.16% 1.16% AddedShares held: Q3 2025 48.7k, Q4 2025 0, Q1 2026 4.0k, Q2 2026 17.0k +13.0k +13,000 325.0%
20 CORBUS PHARMACEUTICALS HLDGS COM NEW CRBP CRBP 650,000 $6.1m1.05% 1.05% ReducedShares held: Q3 2025 343.4k, Q4 2025 683.9k, Q1 2026 697.1k, Q2 2026 650.0k -47.1k -47,108 -6.8%
21 PROCEPT BIOROBOTICS CORP COM PRCT PRCT 268,269 $6.1m1.04% 1.04% ReducedShares held: Q3 2025 77.0k, Q4 2025 1.4m, Q1 2026 1.9m, Q2 2026 268.3k -1.7m -1,676,731 -86.2%
22 GENEDX HOLDINGS CORP COM CL A WGS WGS 85,500 $5.9m1.01% 1.01% ReducedShares held: Q3 2025 0, Q4 2025 55.0k, Q1 2026 523.5k, Q2 2026 85.5k -438.0k -437,963 -83.7%
23 OPTION CARE HEALTH INC COM NEW OPCH OPCH 270,716 $5.7m0.98% 0.98% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 270.7k
24 ONKURE THERAPEUTICS INC COM CL A OKUR OKUR 978,992 $4.5m0.77% 0.77% ReducedShares held: Q3 2025 268.0k, Q4 2025 816.9k, Q1 2026 2.2m, Q2 2026 979.0k -1.2m -1,175,389 -54.6%
25 EMERGENT BIOSOLUTIONS INC COM EBS EBS 459,952 $3.9m0.66% 0.66% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 639.1k, Q2 2026 460.0k -179.2k -179,166 -28.0%
26 PFIZER INC COM PFE PFE 135,366 $3.3m0.56% 0.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 135.4k
27 ORTHOPEDIATRICS CORP COM KIDS KIDS 157,500 $3.0m0.52% 0.52% ReducedShares held: Q3 2025 308.7k, Q4 2025 136.7k, Q1 2026 302.4k, Q2 2026 157.5k -144.9k -144,899 -47.9%
28 ROCKET PHARMACEUTICALS INC COM RCKT RCKT 700,000 $2.4m0.41% 0.41% AddedShares held: Q3 2025 1.3m, Q4 2025 743.9k, Q1 2026 683.9k, Q2 2026 700.0k +16.1k +16,144 2.4%
29 AN2 THERAPEUTICS INC COM ANTX ANTX 474,638 $2.3m0.40% 0.40% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 515.8k, Q2 2026 474.6k -41.1k -41,116 -8.0%
30 PLIANT THERAPEUTICS INC COM PLRX PLRX 1,370,233 $1.6m0.27% 0.27% ReducedShares held: Q3 2025 20.5k, Q4 2025 1.6m, Q1 2026 1.7m, Q2 2026 1.4m -297.4k -297,367 -17.8%
31 TECTONIC THERAPEUTIC INC COM TECX TECX 39,731 $1.4m0.24% 0.24% ReducedShares held: Q3 2025 379.3k, Q4 2025 235.0k, Q1 2026 79.9k, Q2 2026 39.7k -40.1k -40,141 -50.3%
32 MEIRAGTX HLDGS PLC COM MGTX MGTX 90,000 $1.2m0.21% 0.21% ReducedShares held: Q3 2025 4.1m, Q4 2025 3.2m, Q1 2026 2.6m, Q2 2026 90.0k -2.5m -2,539,971 -96.6%
33 ASGN INC COM EFOR EFOR 67,500 $1.2m0.21% 0.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 67.5k
34 REIN THERAPEUTICS INC COM NEW RNTX RNTX 1,100,000 $1.1m0.20% 0.20% AddedShares held: Q3 2025 567.9k, Q4 2025 442.6k, Q1 2026 411.6k, Q2 2026 1.1m +688.4k +688,400 167.2%
35 COYA THERAPEUTICS INC COMMON STOCK COYA COYA 170,000 $994.5k0.17% 0.17% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 420.4k, Q2 2026 170.0k -250.4k -250,360 -59.6%
36 IMMUNEERING CORP CLASS A COM IMRX IMRX 36,861 $183.9k0.03% 0.03% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 123.4k, Q2 2026 36.9k -86.5k -86,548 -70.1%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CONCENTRA GROUP HOLDINGS PAR CON CON 505,822 $10.8m505.8k shares
TERNS PHARMACEUTICALS INC 202,300 $10.7m202.3k shares
PHREESIA INC PHR PHR 1,100,000 $9.2m1.1m shares
SCHRODINGER INC SDGR SDGR 510,578 $5.8m510.6k shares
ROIVANT SCIENCES LTD ROIV ROIV 180,000 $5.0m180.0k shares
IMMUNOVANT INC IMVT IMVT 175,825 $4.4m175.8k shares
UPSTREAM BIO INC UPB UPB 241,123 $2.2m241.1k shares
OMEROS CORP OMER OMER 174,800 $1.8m174.8k shares
ADICET BIO INC ACET ACET 250,244 $1.7m250.2k shares
REGENXBIO INC RGNX RGNX 200,000 $1.7m200.0k shares
VIKING THERAPEUTICS INC VKTX VKTX 45,000 $1.5m45.0k shares
TRUEBLUE INC TBI TBI 249,107 $974.0k249.1k shares
PALVELLA THERAPEUTICS INC NE PVLA PVLA 5,000 $623.2k5.0k shares
NOVOCURE LTD NVCR NVCR 50,400 $549.4k50.4k shares
TRANSMEDICS GROUP INC TMDX TMDX 5,000 $497.1k5.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
SHATTUCK LABS INC STTK · 13G · filed 2025-11-13 STTK 9.9%≈ $45.4m 13G 2025-11-13
ADC THERAPEUTICS SA ADCT · 13G · filed 2026-02-13 ADCT 6.8%≈ $9.1m +1.0 pts 13G 2026-02-13
JANUX THERAPEUTICS INC JANX · 13G · filed 2026-02-06 JANX 5.3%≈ $48.5m new 13G 2026-02-06