Rock Springs Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.70B
Q ending 2026-03-31
Prior quarter
$1.95B
Q ending 2025-12-31
Change
-13.0% QoQ · -2.9% YoY
Positions
100
reported holdings
Largest positions
All 100 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Revolution Medicines Inc | RVMD | Shares | $117.6M | 1.2M |
| Eli Lilly & Co | LLY | Shares | $90.8M | 99K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $89.5M | 171K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $74.9M | 811K |
| Argenx Se | ARGX | Shares | $71.9M | 99K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $60.0M | 690K |
| Insmed Inc | INSM | Shares | $51.4M | 314K |
| Ascendis Pharma A/S | Shares | $44.4M | 194K | |
| Xenon Pharmaceuticals Inc | XENE | Shares | $44.4M | 763K |
| Travere Therapeutics Inc | TVTX | Shares | $43.9M | 1.5M |
| Kymera Therapeutics Inc | KYMR | Shares | $41.4M | 497K |
| Penumbra Inc | PEN | Shares | $39.6M | 121K |
| Intuitive Surgical Inc | ISRG | Shares | $37.8M | 82K |
| Scholar Rock Hldg Corp | SRRK | Shares | $36.4M | 740K |
| Enliven Therapeutics Inc | ELVN | Shares | $32.4M | 827K |
| Boston Scientific Corp | BSX | Shares | $32.3M | 515K |
| Irhythm Holdings Inc | IRTC | Shares | $30.9M | 262K |
| Structure Therapeutics Inc | GPCR | Shares | $30.9M | 640K |
| Agios Pharmaceuticals Inc | AGIO | Shares | $27.0M | 799K |
| Ultragenyx Pharmaceutical In | RARE | Shares | $25.5M | 1.2M |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $24.5M | 74K |
| Cogent Biosciences Inc | COGT | Shares | $24.0M | 624K |
| Tenet Healthcare Corp | THC | Shares | $23.6M | 125K |
| Dexcom Inc | DXCM | Shares | $22.3M | 356K |
| Celldex Therapeutics Inc New | CLDX | Shares | $20.6M | 650K |
| Vera Therapeutics Inc | VERA | Shares | $20.3M | 504K |
| Neurocrine Biosciences Inc | NBIX | Shares | $19.8M | 150K |
| Arcellx Inc | ACLX | Shares | $19.5M | 170K |
| Newamsterdam Pharma Company | Shares | $18.8M | 589K | |
| Pharvaris N V | Shares | $18.2M | 646K | |
| Erasca Inc | ERAS | Shares | $17.9M | 1.1M |
| Dyne Therapeutics Inc | DYN | Shares | $17.6M | 972K |
| Compass Therapeutics Inc | CMPX | Shares | $17.5M | 3.3M |
| Aclaris Therapeutics Inc | ACRS | Shares | $16.8M | 4.5M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $15.8M | 225K |
| Minimed Group Inc | MMED | Shares | $15.7M | 1.1M |
| Zai Lab Ltd | ZLAB | Shares | $15.3M | 815K |
| Unitedhealth Group Inc | UNH | Shares | $14.3M | 53K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $14.0M | 352K |
| Heartflow Inc | HTFL | Shares | $13.9M | 573K |
| Ardelyx Inc | ARDX | Shares | $13.8M | 2.3M |
| Summit Therapeutics Inc | SMMT | Shares | $13.5M | 710K |
| Azenta Inc | AZTA | Shares | $12.0M | 569K |
| Mineralys Therapeutics Inc | MLYS | Shares | $11.9M | 440K |
| Danaher Corp Del | DHR | Shares | $11.7M | 62K |
| Ptc Therapeutics Inc | PTCT | Shares | $11.0M | 162K |
| Caris Life Sciences Inc | CAI | Shares | $10.1M | 563K |
| Zenas Biopharma Inc | ZBIO | Shares | $9.8M | 502K |
| Bicara Therapeutics Inc | BCAX | Shares | $9.7M | 489K |
| Bridgebio Pharma Inc | BBIO | Shares | $9.5M | 128K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $8.6M | 257K |
| Mbx Biosciences Inc | MBX | Shares | $8.6M | 288K |
| Tango Therapeutics Inc | TNGX | Shares | $8.1M | 387K |
| Regeneron Pharmaceuticals | REGN | Shares | $7.8M | 10K |
| Immunome Inc | IMNM | Shares | $7.6M | 348K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $6.9M | 500K |
| Omada Health Inc | OMDA | Shares | $6.8M | 541K |
| Inspire Med Sys Inc | INSP | Shares | $6.8M | 132K |
| Apellis Pharmaceuticals Inc | APLS | Shares | $6.5M | 163K |
| Alkermes Plc | Shares | $6.5M | 184K | |
| Evolent Health Inc | EVH | Shares | $6.1M | 2.7M |
| Indivior Pharmaceuticals Inc | INDV | Shares | $6.1M | 200K |
| Terns Pharmaceuticals Inc | 430 | Shares | $6.0M | 114K |
| Edap Tms S A | FOCL | Shares | $5.1M | 1.4M |
| Janux Therapeutics Inc | JANX | Shares | $5.1M | 367K |
| Phreesia Inc | PHR | Shares | $5.0M | 600K |
| Thermo Fisher Scientific Inc | TMO | Shares | $4.9M | 10K |
| Stryker Corporation | SYK | Shares | $4.9M | 15K |
| Sionna Therapeutics Inc | SION | Shares | $4.0M | 99K |
| Arcus Biosciences Inc | RCUS | Shares | $3.9M | 180K |
| Spdr Series Trust | XBI | Shares | $3.8M | 30K |
| Alphatec Hldgs Inc | ATEC | Shares | $3.8M | 350K |
| Vaxcyte Inc | PCVX | Shares | $3.5M | 60K |
| Eyepoint Inc | EYPT | Shares | $3.3M | 259K |
| Novo-Nordisk A S | NVO | Shares | $3.3M | 90K |
| Ocular Therapeutix Inc | OCUL | Shares | $3.3M | 384K |
| Viking Therapeutics Inc | VKTX | Shares | $3.1M | 96K |
| Cytokinetics Inc | CYTK | Shares | $3.0M | 45K |
| Century Therapeutics Inc | IPSC | Shares | $2.9M | 1.3M |
| Cvs Health Corp | CVS | Shares | $2.9M | 40K |
| Roivant Sciences Ltd | Shares | $2.7M | 97K | |
| Talphera Inc | TLPH | Shares | $2.7M | 3.6M |
| Olema Pharmaceuticals Inc | OLMA | Shares | $2.5M | 170K |
| Surgery Partners Inc | SGRY | Shares | $2.5M | 208K |
| Lenz Therapeutics Inc | LENZ | Shares | $2.4M | 257K |
| Edwards Lifesciences Corp | EW | Shares | $2.3M | 29K |
| Dianthus Therapeutics Inc | DNTH | Shares | $2.2M | 27K |
| Neurogene Inc | NGNE | Shares | $2.1M | 104K |
| Agilon Health Inc | AGL | Shares | $2.1M | 260K |
| Corcept Therapeutics Inc | CORT | Shares | $2.0M | 50K |
| Acadia Healthcare Company In | ACHC | Shares | $1.8M | 76K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $1.4M | 46K |
| Moonlake Immunotherapeutics | MLTX | Shares | $1.2M | 62K |
| Jazz Pharmaceuticals Plc | Shares | $1.1M | 6K | |
| Jasper Therapeutics Inc | JSPR | Shares | $964K | 1.1M |
| Legend Biotech Corp | LEGN | Shares | $733K | 41K |
| Gossamer Bio Inc | GOSS | Shares | $529K | 1.6M |
| Amicus Therapeutic | AM6 | Shares | $305K | 21K |
| Oruka Therapeutics Inc | ORKA | Shares | $202K | 4K |
| Biocryst Pharmaceuticals Inc | BCRX | Shares | $120K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.