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
$416M
AUM Growth
+$6.43M
(+1.6%)
Holding
50
Top Buys
| 1 | +$23.4M | |
| 2 | +$9.91M | |
| 3 | +$8.57M | |
| 4 |
Boston Scientific
BSX
|
+$7.88M |
| 5 |
Select Medical
SEM
|
+$6.94M |
Top Sells
| 1 | +$34.3M | |
| 2 | +$20M | |
| 3 | +$12.6M | |
| 4 |
argenx
ARGX
|
+$12.3M |
| 5 |
Mirum Pharmaceuticals
MIRM
|
+$10.2M |
Sector Composition
| 1 | Healthcare | 99.88% |
| 2 | Industrials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Galapagos
GLPG
$2.22B
| $39.8M | 9.56% |
1,150,000
-623,649
|
|
||
2
MeiraGTx Holdings
MGTX
$609M
| $33.7M | 8.08% |
4,089,509
-497,914
|
|
||
3
ADC Therapeutics
ADCT
$508M
| $29.9M | 7.18% |
7,472,303
-2,995,468
|
|
||
4
Kura Oncology
KURA
$760M
| $24.4M | 5.86% |
2,758,516
-422,668
|
|
||
5
Intuitive Surgical
ISRG
$179B
| $21.8M | 5.23% |
+48,711
|
|
||
6
Janux Therapeutics
JANX
$819M
| $21.1M | 5.08% |
865,350
+11,446
|
|
||
7
Roivant Sciences
ROIV
$20.7B
| $20.2M | 4.85% |
1,335,500
-473,039
|
|
||
8
Icon
ICLR
$8.26B
| $19.2M | 4.6% |
109,500
+10,942
|
|
||
9
Syndax Pharmaceuticals
SNDX
$1.89B
| $15.4M | 3.71% |
1,003,400
-76,273
|
|
||
10
BridgeBio Pharma
BBIO
$12.9B
| $13.7M | 3.3% |
264,500
-208,187
|
|
||
11
Crinetics Pharmaceuticals
CRNX
$4.21B
| $13.7M | 3.29% |
328,684
+30,561
|
|
||
12
Amicus Therapeutics
FOLD
$4.51B
| $13.5M | 3.23% |
1,709,533
-1,770,511
|
|
||
13
DexCom
DXCM
$28.3B
| $13.1M | 3.15% |
195,217
+125,217
|
|
||
14
Shattuck Labs
STTK
$248M
| $13M | 3.13% |
5,451,195
-1,187,740
|
|
||
15
Zymeworks
ZYME
$1.76B
| $12.8M | 3.07% |
749,611
-560,293
|
|
||
|
CON
16
Concentra Group Holdings
CON
$3.07B
| $12.8M | 3.07% |
610,000
+297,895
|
|
||
17
Immunovant
IMVT
$5.64B
| $11.3M | 2.7% |
698,472
+219,072
|
|
||
|
18
Select Medical
SEM
$1.86B
| $11.2M | 2.7% |
874,915
+521,095
|
|
||
19
Biohaven
BHVN
$1.53B
| $9.01M | 2.16% |
600,000
+60,929
|
|
||
20
Vertex Pharmaceuticals
VRTX
$126B
| $8.03M | 1.93% |
+20,500
|
|
||
|
21
Boston Scientific
BSX
$114B
| $7.43M | 1.78% |
+76,100
|
|
||
22
CareDx
CDNA
$965M
| $7.33M | 1.76% |
504,030
+201,222
|
|
||
23
Acadia Healthcare
ACHC
$2.12B
| $6.19M | 1.49% |
250,000
+38,184
|
|
||
|
TECX
24
Tectonic Therapeutic
TECX
$439M
| $5.95M | 1.43% |
379,254
-62,802
|
|
||
25
OrthoPediatrics
KIDS
$481M
| $5.72M | 1.37% |
308,707
+235,060
|
|