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Livermore
Livermore
ZHEN

Prosight Management, LP

SEC CIK
0001617201
Latest filing
Aug 14, 2026

The latest 13F from Prosight Management, LP covers Q2 2026 (filed Aug 14, 2026): 36 long positions worth $580.4M. The top 10 holdings make up 70.7% of the portfolio, and the largest is Lakefront Biotherapeutics NV (LKFT) at 10.6%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$62.3M
Added
16
Est. +$103.0M
Reduced
15
Est. −$137.5M
Sold out
15
Est. −$57.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. LKFTLakefront Biotherapeutics NV
    10.6%$61.3MHistory
  2. JANXJanux Therapeutics, Inc.
    10.1%$58.4MHistory
  3. NKTRNektar Therapeutics
    9.7%$56.5MHistory
  4. BSXBoston Scientific Corp
    9.3%$54.2MHistory
  5. STTKShattuck Labs, Inc.
    7.1%$41.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. INSMINSMED Inc
    +$40.0MNewHistory
  2. BSXBoston Scientific Corp
    +$20.3MAddedHistory
  3. IRTCiRhythm Holdings, Inc.
    +$18.5MAddedHistory
  4. LKFTLakefront Biotherapeutics NV
    +$14.8MAddedHistory
  5. MLYSMineralys Therapeutics, Inc.
    +$12.1MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. INSMINSMED Inc
    +6.90 pp0.0% → 6.9%History
  2. IRTCiRhythm Holdings, Inc.
    +3.20 pp0.2% → 3.4%History
  3. LKFTLakefront Biotherapeutics NV
    +2.93 pp7.6% → 10.6%History
  4. MLYSMineralys Therapeutics, Inc.
    +2.09 pp0.0% → 2.1%History
  5. JANXJanux Therapeutics, Inc.
    +1.98 pp8.1% → 10.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. PRCTPROCEPT BioRobotics Corp
    −$37.9MReducedHistory
  2. MGTXMeiraGTx Holdings plc
    −$34.3MReducedHistory
  3. WGSGeneDx Holdings Corp.
    −$30.1MReducedHistory
  4. KURAKura Oncology, Inc.
    −$14.6MReducedHistory
  5. CONConcentra Group Holdings Parent, Inc.
    −$10.8MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PRCTPROCEPT BioRobotics Corp
    −6.93 pp8.0% → 1.0%History
  2. WGSGeneDx Holdings Corp.
    −4.50 pp5.5% → 1.0%History
  3. ADCTADC Therapeutics SA
    −3.66 pp5.1% → 1.4%History
  4. MGTXMeiraGTx Holdings plc
    −3.53 pp3.7% → 0.2%History
  5. CONConcentra Group Holdings Parent, Inc.
    −1.78 pp1.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$580.4M
−$29.5M (−4.8%) vs. prior quarter
Positions
36
−10 vs. prior quarter
Top 10 concentration
70.7%
Top 10 as share of value
Turnover
27.8%
Q2 2026, one quarter
Average holding period
7.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $609.8M (Q1 2026)

Q1 2021: $122.1MQ2 2021: $157.9MQ3 2021: $170.9MQ4 2021: $150.2MQ1 2022: $142.1MQ2 2022: $123.5MQ3 2022: $181.9MQ4 2022: $178.8MQ1 2023: $208.8MQ2 2023: $341.6MQ3 2023: $315.5MQ4 2023: $249.1MQ1 2024: $359.5MQ2 2024: $334.6MQ3 2024: $394.4MQ4 2024: $357.0MQ1 2025: $304.3MQ2 2025: $410.1MQ3 2025: $416.5MQ4 2025: $483.9MQ1 2026: $609.8MQ2 2026: $580.4M
Q1 2021Q2 2026
13F filings of Prosight Management, LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202636$580.4MLKFTJANXNKTRvs. Q1 2026SEC
Q1 2026May 15, 202646$609.8MNKTRBSXJANXvs. Q4 2025SEC
Q4 2025Feb 13, 202638$483.9MPRCTLKFTJANXvs. Q3 2025SEC
Q3 2025Nov 14, 202541$416.5MLKFTMGTXADCTvs. Q2 2025SEC
Q2 2025Aug 14, 202539$410.1MLKFTUNHMGTXvs. Q1 2025SEC
Q1 2025May 15, 202538$304.3MLKFTMGTXBBIOvs. Q4 2024SEC
Q4 2024Feb 14, 202535$357.0MLKFTACHCBBIOvs. Q3 2024SEC
Q3 2024Nov 14, 202441$394.4MADCTLKFTBBIOvs. Q2 2024SEC
Q2 2024Aug 14, 202446$334.6MLKFTADCTROIVvs. Q1 2024SEC
Q1 2024May 15, 202444$359.5MSTTKADCTLKFTvs. Q4 2023SEC
Q4 2023Feb 14, 202434$249.1MLKFTMGTXSTTKvs. Q3 2023SEC
Q3 2023Nov 14, 202341$315.5MPCRXHUMLKFTvs. Q2 2023SEC
Q2 2023Aug 14, 2023Amended35$341.6MPCRXMGTXHUMvs. Q1 2023SEC
Q1 2023May 12, 202339$208.8MPRTALKFTMIRMvs. Q4 2022SEC
Q4 2022Feb 14, 202337$178.8MLKFTPRTAKZRvs. Q3 2022SEC
Q3 2022Nov 14, 202236$181.9MPRTAHZNPLKFTvs. Q2 2022SEC
Q2 2022Aug 12, 202223$123.5MLKFTPRTAKZRvs. Q1 2022SEC
Q1 2022May 16, 202230$142.1MLKFTPRTAALBOvs. Q4 2021SEC
Q4 2021Feb 14, 202232$150.2MPRTALKFTALBOvs. Q3 2021SEC
Q3 2021Nov 12, 202140$170.9MPRTAALBOLKFTvs. Q2 2021SEC
Q2 2021Aug 13, 202144$157.9MPRTAALBOARNAvs. Q1 2021SEC
Q1 2021May 14, 202137$122.1MPRTAVRTXEHC–SEC

13D and 13G filings

Companies where Prosight Management, LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Prosight Management, LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
STTKShattuck Labs, Inc.13G/A9.90%6.54M shares–Jan 2, 20244 filingsNov 13, 2025SEC
ADCTADC Therapeutics SA13G/A6.80%8.48M shares+1.00 ppfrom 5.80%Apr 17, 20236 filingsFeb 13, 2026SEC
JANXJanux Therapeutics, Inc.13G5.30%3.16M sharesNewFeb 6, 20261 filingFeb 6, 2026SEC

Latest filings

33 filings on file made by Prosight Management, LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Prosight Management, LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
OKUROnKure Therapeutics, Inc.Aug 10, 20268:51 AM ET13G/A2.40%979.0K shares−3.40 ppfrom 5.80%Below 5%Jun 30, 2026SEC
MGTXMeiraGTx Holdings plcFeb 13, 20264:31 PM ET13G/A4.00%3.21M shares−1.40 ppfrom 5.40%Below 5%Dec 31, 2025SEC
ADCTADC Therapeutics SAFeb 13, 20264:31 PM ET13G/A6.80%8.48M shares+1.00 ppfrom 5.80%Dec 31, 2025SEC
JANXJanux Therapeutics, Inc.Feb 6, 20264:23 PM ET13G5.30%3.16M sharesNewFeb 3, 2026SEC
OKUROnKure Therapeutics, Inc.Nov 28, 20258:15 AM ET13G5.80%745.6K sharesNewNov 24, 2025SEC
MURAMural Oncology plcNov 13, 20257:39 PM ET13G/A0.00%0 shares−5.20 ppfrom 5.20%Below 5%Sep 30, 2025SEC
ADCTADC Therapeutics SANov 13, 20257:38 PM ET13G/A5.80%7.20M shares–Sep 30, 2025SEC
STTKShattuck Labs, Inc.Nov 13, 20257:38 PM ET13G/A9.90%6.54M shares–Sep 30, 2025SEC
MURAMural Oncology plcJun 26, 20255:26 PM ET13G5.20%900.0K sharesNewJun 23, 2025SEC
MGTXMeiraGTx Holdings plcMay 14, 20258:30 AM ET13G/A5.40%4.36M shares–Mar 31, 2025SEC
VINCVincerx Pharma, Inc.Feb 12, 20258:30 AM ET13G/A4.99%111.8K shares–Below 5%Dec 31, 2024SEC
ADCTADC Therapeutics SANov 13, 202413G/AOld format–––SEC
VINCVincerx Pharma, Inc.Nov 13, 202413G/AOld format–––SEC
ADCTADC Therapeutics SANov 13, 202413G/AOld format–––SEC
STTKShattuck Labs, Inc.Nov 13, 202413G/AOld format–––SEC
STTKShattuck Labs, Inc.Aug 16, 202413G/AOld format–––SEC
VINCVincerx Pharma, Inc.May 3, 202413GOld format–New–SEC
LBPHLongboard Pharmaceuticals, Inc.Feb 13, 202413G/AOld format–––SEC
MGTXMeiraGTx Holdings plcFeb 13, 202413G/AOld format–––SEC
KZRKezar Life Sciences, Inc.Feb 13, 202413G/AOld format–––SEC