PM
Prosight Management Portfolio holdings
AUM
$484M
1-Year Est. Return
19.1%
This Fund
S&P 500
1 Year Est. Return
+19.1%
AUM
$484M
AUM Growth
+$67.4M
(+16%)
Holding
53
Top Buys
| 1 | +$43.2M | |
| 2 | +$35.9M | |
| 3 | +$31M | |
| 4 |
Veeva Systems
VEEV
|
+$23.9M |
| 5 |
Phreesia
PHR
|
+$20.2M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$15.4M | |
| 3 | +$14M | |
| 4 |
DexCom
DXCM
|
+$13.1M |
| 5 |
Immunovant
IMVT
|
+$10.1M |
Sector Composition
| 1 | Healthcare | 99.58% |
| 2 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Procept Biorobotics
PRCT
$1.27B
| $43.4M | 8.97% |
1,380,000
+1,303,009
|
|
||
2
Galapagos
GLPG
$2.22B
| $35.1M | 7.26% |
1,074,112
-75,888
|
|
||
3
Janux Therapeutics
JANX
$819M
| $33M | 6.82% |
2,392,523
+1,527,173
|
|
||
4
ADC Therapeutics
ADCT
$508M
| $29.9M | 6.18% |
8,477,338
+1,005,035
|
|
||
5
Kura Oncology
KURA
$760M
| $26.3M | 5.43% |
2,529,600
-228,916
|
|
||
6
MeiraGTx Holdings
MGTX
$609M
| $25.5M | 5.27% |
3,209,788
-879,721
|
|
||
7
Nektar Therapeutics
NKTR
$1.93B
| $23.4M | 4.85% |
+554,633
|
|
||
|
8
Veeva Systems
VEEV
$29.9B
| $20.1M | 4.16% |
+90,133
|
|
||
9
Icon
ICLR
$8.26B
| $20M | 4.14% |
110,000
+500
|
|
||
10
Boston Scientific
BSX
$114B
| $20M | 4.14% |
210,000
+133,900
|
|
||
|
CON
11
Concentra Group Holdings
CON
$3.07B
| $17.5M | 3.62% |
891,030
+281,030
|
|
||
|
12
Phreesia
PHR
$743M
| $16.5M | 3.42% |
+977,152
|
|
||
13
Amicus Therapeutics
FOLD
$4.51B
| $16.4M | 3.38% |
1,150,000
-559,533
|
|
||
14
Select Medical
SEM
$1.86B
| $15.4M | 3.18% |
1,035,086
+160,171
|
|
||
15
Syndax Pharmaceuticals
SNDX
$1.89B
| $14M | 2.89% |
665,000
-338,400
|
|
||
16
Zymeworks
ZYME
$1.76B
| $14M | 2.89% |
530,393
-219,218
|
|
||
17
Roivant Sciences
ROIV
$20.7B
| $13.6M | 2.81% |
627,162
-708,338
|
|
||
18
Crinetics Pharmaceuticals
CRNX
$4.21B
| $12.2M | 2.53% |
262,904
-65,780
|
|
||
19
Avantor
AVTR
$6.17B
| $10.3M | 2.13% |
+898,499
|
|
||
20
Shattuck Labs
STTK
$248M
| $8.69M | 1.8% |
2,381,502
-3,069,693
|
|
||
21
Labcorp
LH
$23.8B
| $8.66M | 1.79% |
+34,532
|
|
||
22
GeneDx Holdings
WGS
$2.3B
| $7.15M | 1.48% |
+55,000
|
|
||
23
Alnylam Pharmaceuticals
ALNY
$44.2B
| $6.8M | 1.41% |
+17,109
|
|
||
|
24
Immunovant
IMVT
$5.64B
| $6.19M | 1.28% |
243,404
-455,068
|
|
||
25
Corbus Pharmaceuticals
CRBP
$150M
| $5.57M | 1.15% |
683,872
+340,472
|
|