PM

Prosight Management Portfolio holdings

AUM $304M

AUM

$304M

AUM Growth

-$52.6M (-15%)

Cap. Flow

+$8.88M

Cap. Flow % of AUM

2.92%

Top 10 Holdings %Top 10 Hldgs %

59.64%

Holding

41

New

6

Increased

17

Reduced

13

Closed

3

Top Buys

1	Janux Therapeutics JANX	$9.72M
2	argenx ARGX	$8.11M
3	Galapagos GLPG	$7.28M
4	TECX Tectonic Therapeutic, Inc. Common Stock TECX	$7.06M
5	Intuitive Surgical ISRG	$6.93M

Top Sells

1	BridgeBio Pharma BBIO	$13.3M
2	Acadia Healthcare ACHC	$12.2M
3	AbCellera Biologics ABCL	$10.1M
4	Schrodinger SDGR	$6.62M
5	Mirum Pharmaceuticals MIRM	$4.86M

Sector Composition

1

Healthcare

100%

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
26	26 Corbus Pharmaceuticals CRBP $113M	$3.05M	1%	575,136 +305,136	+113%	+$1.62M
27	27 CytomX Therapeutics CTMX $416M	$2.5M	0.82%	3,930,008 +25,008	+0.6%	+$15.9K
28	28 CareDx CDNA $1.09B	$2.42M	0.8%	136,593 +56,593	+71%	+$1M
29	29 Biohaven BHVN $1.74B	$2.4M	0.79%	100,000	New	+$2.4M
30	30 Addus HomeCare ADUS $2.08B	$2.38M	0.78%	24,045	New	+$2.38M
31	31 Sight Sciences SGHT $217M	$2.33M	0.76%	969,287 +60,440	+7%	+$145K
32	32 Erasca ERAS $453M	$1.3M	0.43%	947,110	–	–
33	33 Spyre Therapeutics SYRE $1.02B	$1.21M	0.4%	74,921 -5,079	-6%	-$82K
34	OKUR 34 OnKure Therapeutics, Inc. Class A Common Stock OKUR $38.9M	$802K	0.26%	186,570 +122,816	+193%	+$528K
35	RNTX 35 Rein Therapeutics, Inc. Common Stock RNTX $44.3M	$761K	0.25%	430,000 +25,021	+6%	+$44.3K
36	36 Mural Oncology MURA $44.2M	$533K	0.17%	422,743 -44,079	-9%	-$55.5K
37	37 Pliant Therapeutics PLRX $100M	$451K	0.15%	334,263	New	+$451K
38	38 Immunome IMNM $794M	$159K	0.05%	23,618 -30,724	-57%	-$207K
39	39 Centene CNC $27.4B	$0	0%	0 -55,000	Closed	–
40	40 Fortrea Holdings FTRE $478M	$0	0%	0 -55,100	Closed	–
41	41 Zimmer Biomet ZBH $18.3B	$0	0%	0 -80,000	Closed	–