Prosight Management, LP

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$609,820
Net value change ($000)
+125,893 (26.0%)
New positions
16
Sold out positions
8
Turnover %
21.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSX 29,897 149.3%
NKTR 29,433 125.5%
WGS 26,464 370.0%
STTK 23,487 270.2%
ALNY 18,343 269.6%
ALKERMES PLC 18,162 NEW
JANX 16,328 49.5%
GLPG 11,377 32.4%
ABVX 9,399 409.9%
TERN 6,827 177.9%
Top Reduces (Value $000, Stocks/ETFs)
ICLR -20,044 -100.0%
FOLD -16,376 -100.0%
SEM -15,371 -100.0%
AVTR -10,297 -100.0%
LH -8,663 -100.0%
ROIV -8,623 -63.4%
PHR -7,315 -44.2%
CON -6,685 -38.1%
VEEV -4,929 -24.5%
CDNA -4,710 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type