Arkolith/Funds/Prosight Management, LP

Prosight Management, LP

CIK 1617201Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Prosight Management, LP holds a focused book of 46 stocks worth $609.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alkermes PLC and trimmed Adc Therapeutics Sa. Their largest long position is Nektar Therapeutics at 9% of the equity book.

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Opened
16
new positions
Added to
19
existing
Trimmed
10
reduced
Sold out
8
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
65%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Health Care
94%
Information Technology
2%
ETF / fund or unclassified
2%
Industrials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

46 positions
#SecurityValueShares% PortLast moveHistory
1Nektar Therapeutics
COM NEW
$52.9M735.0K
8.7%
+33%
Added · +180K sh
2Boston Scientific Corp
COM
$49.9M795.5K
8.2%
+279%
Added · +586K sh
3Janux Therapeutics Inc
COM
$49.3M3.55M
8.1%
+48%
Added · +1.2M sh
4Procept Biorobotics Corp
COM
$48.6M1.95M
8.0%
+41%
Added · +565K sh
5Galapagos NV
SPON ADR
$46.5M1.55M
7.6%
+44%
Added · +476K sh
6Genedx Holdings Corp
COM CL A
$33.6M523.5K
5.5%
+852%
Added · +468K sh
7Shattuck Labs Inc
COM
$32.2M5.00M
5.3%
+110%
Added · +2.6M sh
8Adc Therapeutics Sa
SHS
$31.1M8.30M
5.1%
−2.1%
Reduced · −177K sh
9Kura Oncology Inc
COM
$27.3M3.36M
4.5%
+33%
Added · +827K sh
10Alnylam Pharmaceuticals Inc
COM
$25.1M76.0K
4.1%
+344%
Added · +59K sh
11Meiragtx Hldgs PLC
COM
$22.8M2.63M
3.7%
−18%
Reduced · −580K sh
12Alkermes PLC
SHS
$18.2M513.6K
3.0%
New
New position
13Syndax Pharmaceuticals Inc
COM
$18.0M770.0K
2.9%
+16%
Added · +105K sh
14Veeva Sys Inc
CL A COM
$15.2M86.5K
2.5%
−4.0%
Reduced · −4K sh
15Zymeworks Inc
COM
$13.5M539.0K
2.2%
+1.6%
Added · +9K sh
16Crinetics Pharmaceuticals In
COM
$12.7M350.0K
2.1%
+33%
Added · +87K sh
17Abivax Sa
SPONSORED ADS
$11.7M105.0K
1.9%
+518%
Added · +88K sh
18Concentra Group Holdings Par
COMMON STOCK
$10.8M505.8K
1.8%
−43%
Reduced · −385K sh
19Terns Pharmaceuticals Inc
COM
$10.7M202.3K
1.7%
+113%
Added · +107K sh
20Phreesia Inc
COM
$9.2M1.10M
1.5%
+13%
Added · +123K sh
21Onkure Therapeutics Inc
COM CL A
$8.9M2.15M
1.5%
+164%
Added · +1.3M sh
22Corbus Pharmaceuticals Hldgs
COM NEW
$6.5M697.1K
1.1%
+1.9%
Added · +13K sh
23Schrodinger Inc
COM
$5.8M510.6K
1.0%
New
New position
24Emergent Biosolutions Inc
COM
$5.3M639.1K
0.9%
New
New position
25Roivant Sciences Ltd
SHS
$5.0M180.0K
0.8%
−71%
Reduced · −447K sh
26Orthopediatrics Corp
COM
$4.8M302.4K
0.8%
+121%
Added · +166K sh
27Immunovant Inc
COM
$4.4M175.8K
0.7%
−28%
Reduced · −68K sh
28Icu Med Inc
COM
$3.5M27.4K
0.6%
New
New position
29Tectonic Therapeutic Inc
COM
$2.5M79.9K
0.4%
−66%
Reduced · −155K sh
30Rocket Pharmaceuticals Inc
COM
$2.4M683.9K
0.4%
−8.1%
Reduced · −60K sh
31Upstream Bio Inc
COM
$2.2M241.1K
0.4%
New
New position
32Pliant Therapeutics Inc
COM
$2.1M1.67M
0.3%
+7.2%
Added · +112K sh
33Omeros Corp
COM
$1.8M174.8K
0.3%
New
New position
34Intuitive Surgical Inc
COM NEW
$1.8M4.0K
0.3%
New
New position
35An2 Therapeutics Inc
COM
$1.8M515.8K
0.3%
New
New position
36Adicet Bio Inc
COM NEW
$1.7M250.2K
0.3%
Held
37Regenxbio Inc
COM
$1.7M200.0K
0.3%
New
New position
38Coya Therapeutics Inc
COMMON STOCK
$1.7M420.4K
0.3%
New
New position
39Viking Therapeutics Inc
COM
$1.5M45.0K
0.2%
New
New position
40Irhythm Holdings Inc
COM
$1.2M10.0K
0.2%
New
New position
41Trueblue Inc
COM
$974K249.1K
0.2%
−44%
Reduced · −193K sh
42Immuneering Corp
CLASS A COM
$650K123.4K
0.1%
New
New position
43Palvella Therapeutics Inc Ne
COM
$623K5.0K
0.1%
New
New position
44Novocure Ltd
ORD SHS
$549K50.4K
0.1%
New
New position
45Rein Therapeutics Inc
COM NEW
$535K411.6K
0.1%
−7.0%
Reduced · −31K sh
46Transmedics Group Inc
COM
$497K5.0K
0.1%
New
New position
Showing all 46 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202646$609.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202638$483.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202544$428.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202539$410.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.