☆Prosight Management, LP
Quality Q
0.300
AUM ($M)
580
Positions
36
Turnover
0.30
Top-10 wt
71%
Herfindahl
0.063
History (qtrs)
6
Excess Return
—
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Holdings · 51 positions · portfolio value $580M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆LKFT funds › | LAKEFRONT BIOTHERAPEUTICS NV | ADD | — | 10.6% | +2.9% | 61.3 | 2,043,344 | +493,344 | 5 | — |
| ☆JANX funds › | JANUX THERAPEUTICS INC | ADD | — | 10.1% | +2.0% | 58.4 | 3,804,481 | +254,481 | 5 | — |
| ☆NKTR funds › | NEKTAR THERAPEUTICS | ADD | — | 9.7% | +1.1% | 56.5 | 810,000 | +75,000 | 3 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | ADD | — | 9.3% | +1.2% | 54.2 | 1,270,273 | +474,726 | 4 | — |
| ☆STTK funds › | SHATTUCK LABS INC | ADD | — | 7.1% | +1.8% | 41.3 | 5,957,877 | +953,438 | 5 | — |
| ☆INSM funds › | INSMED INC | NEW | — | 6.9% | +6.9% | 40.0 | 375,609 | +375,609 | 1 | — |
| ☆ALNY funds › | ALNYLAM PHARMACEUTICALS INC | ADD | — | 5.1% | +1.0% | 29.5 | 98,080 | +22,080 | 3 | — |
| ☆SNDX funds › | SYNDAX PHARMACEUTICALS INC | ADD | — | 4.5% | +1.6% | 26.2 | 1,200,000 | +430,000 | 5 | — |
| ☆KURA funds › | KURA ONCOLOGY INC | TRIM | — | 3.8% | -0.7% | 22.2 | 2,021,964 | -1,334,736 | 5 | — |
| ☆ALKS funds › | ALKERMES PLC | TRIM | — | 3.6% | +0.6% | 20.7 | 394,389 | -119,243 | 2 | — |
| ☆IRTC funds › | IRHYTHM HOLDINGS INC | ADD | — | 3.4% | +3.2% | 19.7 | 165,500 | +155,500 | 2 | — |
| ☆VEEV funds › | VEEVA SYS INC | ADD | — | 3.2% | +0.8% | 18.8 | 106,200 | +19,720 | 3 | — |
| ☆ZYME funds › | ZYMEWORKS INC | ADD | — | 3.0% | +0.8% | 17.6 | 674,434 | +135,385 | 5 | — |
| ☆ABVX funds › | ABIVAX SA | ADD | — | 2.5% | +0.5% | 14.3 | 107,394 | +2,394 | 3 | — |
| ☆CRNX funds › | CRINETICS PHARMACEUTICALS IN | ADD | — | 2.4% | +0.3% | 14.0 | 374,666 | +24,666 | 5 | — |
| ☆MLYS funds › | MINERALYS THERAPEUTICS INC | NEW | — | 2.1% | +2.1% | 12.1 | 449,795 | +449,795 | 1 | — |
| ☆ADCT funds › | ADC THERAPEUTICS SA | TRIM | — | 1.4% | -3.7% | 8.4 | 7,824,749 | -475,251 | 5 | — |
| ☆ICUI funds › | ICU MED INC | ADD | — | 1.3% | +0.7% | 7.5 | 51,000 | +23,550 | 2 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 1.2% | +0.9% | 6.8 | 17,000 | +13,000 | 2 | — |
| ☆CRBP funds › | CORBUS PHARMACEUTICALS HLDGS | TRIM | — | 1.1% | -0.0% | 6.1 | 650,000 | -47,108 | 5 | — |
| ☆PRCT funds › | PROCEPT BIOROBOTICS CORP | TRIM | — | 1.0% | -6.9% | 6.1 | 268,269 | -1,676,731 | 4 | — |
| ☆WGS funds › | GENEDX HOLDINGS CORP | TRIM | — | 1.0% | -4.5% | 5.9 | 85,500 | -437,963 | 3 | — |
| ☆OPCH funds › | OPTION CARE HEALTH INC | NEW | — | 1.0% | +1.0% | 5.7 | 270,716 | +270,716 | 1 | — |
| ☆OKUR funds › | ONKURE THERAPEUTICS INC | TRIM | — | 0.8% | -0.7% | 4.5 | 978,992 | -1,175,389 | 5 | — |
| ☆EBS funds › | EMERGENT BIOSOLUTIONS INC | TRIM | — | 0.7% | -0.2% | 3.9 | 459,952 | -179,166 | 2 | — |
| ☆PFE funds › | PFIZER INC | NEW | — | 0.6% | +0.6% | 3.3 | 135,366 | +135,366 | 1 | — |
| ☆KIDS funds › | ORTHOPEDIATRICS CORP | TRIM | — | 0.5% | -0.3% | 3.0 | 157,500 | -144,899 | 5 | — |
| ☆RCKT funds › | ROCKET PHARMACEUTICALS INC | ADD | — | 0.4% | +0.0% | 2.4 | 700,000 | +16,144 | 5 | — |
| ☆ANTX funds › | AN2 THERAPEUTICS INC | TRIM | — | 0.4% | +0.1% | 2.3 | 474,638 | -41,116 | 2 | — |
| ☆PLRX funds › | PLIANT THERAPEUTICS INC | TRIM | — | 0.3% | -0.1% | 1.6 | 1,370,233 | -297,367 | 5 | — |
| ☆TECX funds › | TECTONIC THERAPEUTIC INC | TRIM | — | 0.2% | -0.2% | 1.4 | 39,731 | -40,141 | 5 | — |
| ☆MGTX funds › | MEIRAGTX HLDGS PLC | TRIM | — | 0.2% | -3.5% | 1.2 | 90,000 | -2,539,971 | 5 | — |
| ☆EFOR funds › | EVERFORTH INC | NEW | — | 0.2% | +0.2% | 1.2 | 67,500 | +67,500 | 1 | — |
| ☆RNTX funds › | REIN THERAPEUTICS INC | ADD | — | 0.2% | +0.1% | 1.1 | 1,100,000 | +688,400 | 5 | — |
| ☆COYA funds › | COYA THERAPEUTICS INC | TRIM | — | 0.2% | -0.1% | 1.0 | 170,000 | -250,360 | 2 | — |
| ☆IMRX funds › | IMMUNEERING CORP | TRIM | — | 0.0% | -0.1% | 0.2 | 36,861 | -86,548 | 2 | — |
| ☆TMDX funds › | TRANSMEDICS GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,000 | 0 | — |
| ☆PHR funds › | PHREESIA INC | EXIT | — | 0.0% | -1.5% | 0.0 | 0 | -1,100,000 | 0 | — |
| ☆PVLA funds › | PALVELLA THERAPEUTICS INC NE | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,000 | 0 | — |
| ☆IMVT funds › | IMMUNOVANT INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -175,825 | 0 | — |
| ☆VKTX funds › | VIKING THERAPEUTICS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -45,000 | 0 | — |
| ☆UPB funds › | UPSTREAM BIO INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -241,123 | 0 | — |
| ☆TBI funds › | TRUEBLUE INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -249,107 | 0 | — |
| ☆CUSIP:880881107 funds › | TERNS PHARMACEUTICALS INC | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -202,300 | 0 | — |
| ☆SDGR funds › | SCHRODINGER INC | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -510,578 | 0 | — |
| ☆ACET funds › | ADICET BIO INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -250,244 | 0 | — |
| ☆CON funds › | CONCENTRA GROUP HOLDINGS PAR | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -505,822 | 0 | — |
| ☆NVCR funds › | NOVOCURE LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -50,400 | 0 | — |
| ☆CUSIP:G76279101 funds › | ROIVANT SCIENCES LTD | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -180,000 | 0 | — |
| ☆OMER funds › | OMEROS CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -174,800 | 0 | — |
| ☆RGNX funds › | REGENXBIO INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -200,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 580 | 36 | 0.30 | 71% | 0.063 | 0.300 | — | in |
| 2026Q1 | 610 | 46 | 0.31 | 65% | 0.052 | 0.261 | — | in |
| 2025Q4 | 484 | 38 | 0.36 | 57% | 0.045 | 0.103 | — | in |
| 2025Q3 | 416 | 41 | 0.27 | 57% | 0.046 | 0.188 | — | in |
| 2025Q2 | 410 | 39 | 0.26 | 63% | 0.052 | 0.281 | — | entered |
| 2025Q1 | 304 | 38 | 0.00 | 60% | 0.049 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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