PM
Prosight Management Portfolio holdings
AUM
$610M
1-Year Est. Return
40.86%
This Fund
S&P 500
1 Year Est. Return
+40.86%
AUM
$610M
AUM Growth
+$126M
(+26%)
Holding
54
Top Buys
| 1 | +$46.8M | |
| 2 | +$42.7M | |
| 3 | +$20M | |
| 4 |
Alkermes
ALKS
|
+$15.9M |
| 5 |
Procept Biorobotics
PRCT
|
+$15.9M |
Top Sells
| 1 | +$20M | |
| 2 | +$16.4M | |
| 3 | +$15.4M | |
| 4 |
Roivant Sciences
ROIV
|
+$11.5M |
| 5 |
Avantor
AVTR
|
+$10.3M |
Sector Composition
| 1 | Healthcare | 99.84% |
| 2 | Industrials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nektar Therapeutics
NKTR
$2.19B
| $52.9M | 8.67% |
735,000
+180,367
|
|
||
2
Boston Scientific
BSX
$71.8B
| $49.9M | 8.19% |
795,547
+585,547
|
|
||
3
Janux Therapeutics
JANX
$890M
| $49.3M | 8.09% |
3,550,000
+1,157,477
|
|
||
|
4
Procept Biorobotics
PRCT
$1.5B
| $48.6M | 7.98% |
1,945,000
+565,000
|
|
||
|
LKFT
5
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.87B
| $46.5M | 7.63% |
1,550,000
+475,888
|
|
||
6
GeneDx Holdings
WGS
$1.54B
| $33.6M | 5.51% |
523,463
+468,463
|
|
||
7
Shattuck Labs
STTK
$456M
| $32.2M | 5.28% |
5,004,439
+2,622,937
|
|
||
8
ADC Therapeutics
ADCT
$432M
| $31.1M | 5.1% |
8,300,000
-177,338
|
|
||
9
Kura Oncology
KURA
$905M
| $27.3M | 4.48% |
3,356,700
+827,100
|
|
||
10
Alnylam Pharmaceuticals
ALNY
$40.3B
| $25.1M | 4.12% |
76,000
+58,891
|
|
||
11
MeiraGTx Holdings
MGTX
$986M
| $22.8M | 3.73% |
2,629,971
-579,817
|
|
||
|
12
Alkermes
ALKS
$7.03B
| $18.2M | 2.98% |
+513,632
|
|
||
13
Syndax Pharmaceuticals
SNDX
$1.74B
| $18M | 2.95% |
770,000
+105,000
|
|
||
14
Veeva Systems
VEEV
$28.5B
| $15.2M | 2.49% |
86,480
-3,653
|
|
||
15
Zymeworks
ZYME
$1.85B
| $13.5M | 2.21% |
539,049
+8,656
|
|
||
16
Crinetics Pharmaceuticals
CRNX
$3.75B
| $12.7M | 2.08% |
350,000
+87,096
|
|
||
|
ABVX
17
Abivax
ABVX
$10.6B
| $11.7M | 1.92% |
105,000
+88,000
|
|
||
|
CON
18
Concentra Group Holdings
CON
$3.18B
| $10.8M | 1.78% |
505,822
-385,208
|
|
||
|
TERN
19
DELISTED
Terns Pharmaceuticals
TERN
| $10.7M | 1.75% |
202,300
+107,300
|
|
||
20
Phreesia
PHR
$609M
| $9.22M | 1.51% |
1,100,000
+122,848
|
|
||
|
OKUR
21
OnKure Therapeutics
OKUR
$170M
| $8.92M | 1.46% |
2,154,381
+1,337,472
|
|
||
22
Corbus Pharmaceuticals
CRBP
$147M
| $6.55M | 1.07% |
697,108
+13,236
|
|
||
23
Schrodinger
SDGR
$1.14B
| $5.8M | 0.95% |
+510,578
|
|
||
24
Emergent Biosolutions
EBS
$471M
| $5.3M | 0.87% |
+639,118
|
|
||
|
25
Roivant Sciences
ROIV
$21.6B
| $4.99M | 0.82% |
180,000
-447,162
|
|