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Prosight Management Portfolio holdings

AUM $580M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
+6.36%
1 Year Est. Return
+29.81%
3 Year Est. Return
+39.55%
5 Year Est. Return
-6.93%
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$106M
Cap. Flow
+$109M
Cap. Flow %
26.67%
Top 10 Hldgs %
62.72%
Holding
47
New
9
Increased
19
Reduced
10
Closed
8

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$42M
2
FOLD
Amicus Therapeutics
FOLD
+$13.6M
3
LKFT
Lakefront Biotherapeutics American Depositary Shares
LKFT
+$12.3M
4
CRNX icon
Crinetics Pharmaceuticals
CRNX
+$9.21M
5
BHVN icon
Biohaven
BHVN
+$7.83M

Top Sells

Rank Stock Value
1
SDGR icon
Schrodinger
SDGR
+$7.6M
2
ISRG icon
Intuitive Surgical
ISRG
+$6.93M
3
MIRM icon
Mirum Pharmaceuticals
MIRM
+$6.38M
4
ABCL icon
AbCellera Biologics
ABCL
+$6.28M
5
BBIO icon
BridgeBio Pharma
BBIO
+$4.99M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACHC icon
26
Acadia Healthcare
ACHC
$2.66B
$4.81M 1.17%
211,816
-78,184
-27% -$1.85M
CRBP icon
27
Corbus Pharmaceuticals
CRBP
$211M
$4M 0.98%
579,893
+4,757
+0.8% +$34.6K
RCKT icon
28
Rocket Pharmaceuticals
RCKT
$424M
$3.87M 0.94%
1,580,588
+100,588
+7% +$510K
SGHT icon
29
Sight Sciences
SGHT
$471M
$3.6M 0.88%
871,687
-97,600
-10% -$326K
AXGN icon
30
Axogen
AXGN
$2.77B
$3.07M 0.75%
+282,809
New +$3.71M
LNTH icon
31
Lantheus
LNTH
$6.58B
$2.83M 0.69%
+34,576
New +$3.04M
MURA
32
DELISTED
Mural Oncology
MURA
$2.22M 0.54%
900,000
+477,257
+113% +$1.12M
PRTA icon
33
Prothena Corp
PRTA
$479M
$1.63M 0.4%
267,800
-140,322
-34% -$1.05M
KIDS icon
34
OrthoPediatrics
KIDS
$617M
$1.58M 0.39%
+73,647
New +$1.59M
PLRX icon
35
Pliant Therapeutics
PLRX
$68.7M
$971K 0.24%
837,400
+503,137
+151% +$711K
RNTX
36
Rein Therapeutics
RNTX
$65.7M
$599K 0.15%
427,919
-2,081
-0.5% -$3.75K
OKUR
37
OnKure Therapeutics
OKUR
$153M
$382K 0.09%
159,692
-26,878
-14% -$70.5K
ERAS icon
38
Erasca
ERAS
$6.31B
$305K 0.07%
240,295
-706,815
-75% -$946K
PEPG icon
39
PepGen
PEPG
$213M
$271K 0.07%
+243,980
New +$345K
ABCL icon
40
AbCellera Biologics
ABCL
$3.68B
– –
-2,815,652
Closed -$6.28M
ADUS icon
41
Addus HomeCare
ADUS
$2.16B
– –
-24,045
Closed -$2.38M
BPMC
42
DELISTED
Blueprint Medicines
BPMC
– –
-36,512
Closed -$3.23M
HAE icon
43
Haemonetics
HAE
$4.73B
– –
-65,400
Closed -$4.16M
IMNM icon
44
Immunome
IMNM
$3.13B
– –
-23,618
Closed -$159K
ISRG icon
45
Intuitive Surgical
ISRG
$132B
– –
-14,000
Closed -$6.93M
SDGR icon
46
Schrodinger
SDGR
$1.47B
– –
-385,000
Closed -$7.6M
SYRE icon
47
Spyre Therapeutics
SYRE
$7.97B
– –
-74,921
Closed -$1.21M
1
2

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SC
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CCWM
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CMA
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RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM

Prosight Management's Q2 2025 Portfolio in Review

As of Q2 2025, Prosight Management held 47 positions worth $410M, up 35% from $304M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Prosight Management deployed $109M of net new capital in Q2 2025, opening 9 new positions and adding to 19 existing holdings. Its largest new stake was UnitedHealth: 110,000 shares worth $34.3M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

On the sell side, the largest reduction was Mirum Pharmaceuticals, an estimated $6.38M trimmed.

  • Prosight Management's largest Q2 2025 buy was UnitedHealth: 110,000 shares worth $34.3M.
  • Prosight Management added most to Amicus Therapeutics in Q2 2025, an estimated $13.6M increase.
  • Prosight Management's biggest Q2 2025 reduction was Mirum Pharmaceuticals, cutting an estimated $6.38M.
  • Prosight Management fully exited Schrodinger in Q2 2025, selling an estimated $7.6M.
  • Prosight Management's ten largest holdings make up 63% of its $410M portfolio in Q2 2025.
  • Prosight Management opened 9 new positions and closed 8 in Q2 2025.
  • Prosight Management's portfolio value rose 35% quarter-over-quarter to $410M.

Based on Prosight Management's 13F filing for Q2 2025, filed 14 Aug 2025.