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Prosight Management, LP13F | |
| Prosight Management, LP | |
| Last update 2025-05-15 | 38 Stocks (6 new) |
| Value $304.00 Mil | Turnover 22 % |
Prosight Management, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLPG | Galapagos NV | 1,314,898 | 33,030.2 | +28.28% | 10.850 | +2.39% | 2.000 | +30.55% | +21.05% | 2,193.8 | Biotechnology | |
MGTX | MeiraGTx Holdings PLC | 3,691,546 | 25,028.7 | -15.93% | 8.220 | -1.18% | 4.620 | +30.82% | +39.41% | 682.3 | Biotechnology | |
BBIO | BridgeBio Pharma Inc | 610,000 | 21,087.7 | -38.69% | 6.930 | -2.92% | 0.320 | +31.11% | +68.33% | 8,770.6 | Biotechnology | |
JANX | Janux Therapeutics Inc | 689,901 | 18,627.3 | +109.21% | 6.120 | +3.19% | 1.170 | -16.32% | -50.58% | 1,565.8 | Biotechnology | |
ROIV | Roivant Sciences Ltd | 1,826,163 | 18,426.0 | +21.74% | 6.050 | +1.08% | 0.260 | +6.05% | -3.72% | 7,743.0 | Biotechnology | |
MIRM | Mirum Pharmaceuticals Inc | 343,326 | 15,466.8 | -23.90% | 5.080 | -1.23% | 0.690 | +33.90% | +28.30% | 2,627.8 | Biotechnology | |
KURA | Kura Oncology Inc | 2,078,315 | 13,716.9 | +56.85% | 4.510 | +1.63% | 2.400 | +1.10% | -26.06% | 557.5 | Biotechnology | |
ADCT | ADC Therapeutics SA | 9,543,004 | 13,455.6 | +0.29% | 4.420 | +0.01% | 9.620 | +148.06% | +60.80% | 359.2 | Biotechnology | |
ZYME | Zymeworks Inc | 957,229 | 11,400.6 | +16.74% | 3.750 | +0.54% | 1.370 | +14.78% | -2.39% | 1,069.5 | Biotechnology | |
FOLD | Amicus Therapeutics Inc | 1,379,383 | 11,255.8 | +49.93% | 3.700 | +1.23% | 0.450 | -11.13% | -33.01% | 1,943.0 | Biotechnology |
Prosight Management, LP's Historical Top Holdings Breakdowns
Prosight Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACHC | Acadia Healthcare Co Inc | 2025-03-31 | Reduce Reduce | -4.40% | 28.17 ($38.1) 45.41 | $22.97 | -39.71% | Reduce -58.09% | 290,000 | -402,000 | |
ABCL | AbCellera Biologics Inc | 2025-03-31 | Reduce Reduce | -3.67% | 2.2 ($2.87) 3.53 | $4.99 | 73.87% | Reduce -61.69% | 2,815,652 | -4,534,348 | |
JANX | Janux Therapeutics Inc | 2025-03-31 | Add Add | +3.19% | 27 ($37.69) 57.81 | $26.46 | -29.80% | Add 109.21% | 689,901 | 360,133 | |
BBIO | BridgeBio Pharma Inc | 2025-03-31 | Reduce Reduce | -2.92% | 28.12 ($33.72) 37.59 | $46.19 | 36.98% | Reduce -38.69% | 610,000 | -385,000 | |
ARGX | argenx SE | 2025-03-31 | New Buy New Buy | +2.66% | 571 ($631.12) 671.75 | $575.42 | -8.83% | New holding | 13,700 | 13,700 | |
GLPG | Galapagos NV | 2025-03-31 | Add Add | +2.39% | 22.69 ($25.27) 28.79 | $33.29 | 31.74% | Add 28.28% | 1,314,898 | 289,898 | |
ZBH | Zimmer Biomet Holdings Inc | 2025-03-31 | Sold Out Sold Out | -2.34% | 98.98 ($106.98) 113.18 | $97.33 | -9.02% | Sold Out | 0 | -80,000 | |
TECX | Tectonic Therapeutic Inc | 2025-03-31 | New Buy New Buy | +2.32% | 17.71 ($32.59) 54.84 | $22.92 | -29.67% | New holding | 398,885 | 398,885 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | New Buy New Buy | +2.28% | 476.78 ($553.02) 610.45 | $501.95 | -9.23% | New holding | 14,000 | 14,000 | |
SDGR | Schrodinger Inc | 2025-03-31 | Reduce Reduce | -1.79% | 18.69 ($22.5) 26.15 | $23.03 | 2.36% | Reduce -46.56% | 385,000 | -335,500 |
Prosight Management, LP Total Holding History ($B)
Prosight Management, LP's Asset Allocation
Prosight Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Prosight Management, LP's Hypothetical Growth since 2025-03-31
Prosight Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prosight Management, LP's Holdings Heat Map
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Prosight Management, LP's Holdings Bubble Chart
Prosight Management, LP News
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