Prosight Management, LP

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$580,350
Net value change ($000)
-29,470 (-4.8%)
New positions
5
Sold out positions
15
Turnover %
20.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
INSM 40,047 NEW
IRTC 18,506 1568.3%
GLPG 14,759 31.7%
MLYS 12,135 NEW
STTK 9,169 28.5%
JANX 9,092 18.4%
SNDX 8,245 45.8%
OPCH 5,677 NEW
ISRG 4,917 266.6%
ALNY 4,379 17.4%
Top Reduces (Value $000, Stocks/ETFs)
PRCT -42,586 -87.5%
WGS -27,747 -82.5%
ADCT -22,753 -73.1%
MGTX -21,560 -94.7%
CON -10,850 -100.0%
TERN -10,665 -100.0%
PHR -9,218 -100.0%
SDGR -5,800 -100.0%
KURA -5,109 -18.7%
ROIV -4,986 -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