Rock Springs Capital Management Lp Top Holdings and 13F Report (2025) About Rock Springs Capital Management LpInvestment ActivityRock Springs Capital Management Lp has $1.60 billion in total holdings as of June 30, 2025.Rock Springs Capital Management Lp owns shares of 93 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 9.47% of the portfolio was purchased this quarter.About 24.28% of the portfolio was sold this quarter.This quarter, Rock Springs Capital Management Lp has purchased 96 new stocks and bought additional shares in 32 stocks.Rock Springs Capital Management Lp sold shares of 29 stocks and completely divested from 12 stocks this quarter.Largest Holdings argenex $96,876,915Eli Lilly and Company $90,815,245Merus $55,945,781Rhythm Pharmaceuticals $54,416,258Insmed $52,836,000 Largest New Holdings this Quarter 142152107 - CARIS LIFE SCIENCES INC $21,206,355 Holding68170A108 - OMADA HEALTH INC $16,835,103 Holding78464A870 - SPDR S&P Biotech ETF $12,584,628 Holding03940C100 - Arcellx $12,268,777 Holding171757206 - CIDARA THERAPEUTICS INC $6,533,618 Holding Largest Purchases this Quarter Agios Pharmaceuticals 647,565 shares (about $21.54M)CARIS LIFE SCIENCES INC 793,651 shares (about $21.21M)OMADA HEALTH INC 919,951 shares (about $16.84M)SPDR S&P Biotech ETF 151,750 shares (about $12.58M)Arcellx 186,314 shares (about $12.27M) Largest Sales this Quarter Blueprint Medicines 822,069 shares (about $105.37M)Nuvalent 334,204 shares (about $25.50M)Neurocrine Biosciences 190,200 shares (about $23.91M)UnitedHealth Group 50,000 shares (about $15.60M)Kymera Therapeutics 344,063 shares (about $15.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRock Springs Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARGXargenex$96,876,9150.0%175,7506.0%MedicalLLYEli Lilly and Company$90,815,245$2,338,590 ▲2.6%116,5005.7%MedicalMRUSMerus$55,945,781$4,358,278 ▲8.4%1,063,6083.5%MedicalRYTMRhythm Pharmaceuticals$54,416,258$1,703,918 ▲3.2%861,1533.4%MedicalINSMInsmed$52,836,000$915,824 ▲1.8%525,0003.3%MedicalRAREUltragenyx Pharmaceutical$50,579,378$122,242 ▼-0.2%1,391,0723.2%MedicalRVMDRevolution Medicines$48,966,018$1,814,483 ▲3.8%1,330,9603.1%MedicalISRGIntuitive Surgical$44,559,620$10,868,200 ▼-19.6%82,0002.8%MedicalMDGLMadrigal Pharmaceuticals$42,459,181$7,990,301 ▼-15.8%140,2962.6%MedicalMIRMMirum Pharmaceuticals$41,638,503$6,796,817 ▼-14.0%818,2062.6%MedicalBSXBoston Scientific$38,130,550$8,377,980 ▲28.2%355,0002.4%MedicalASNDAscendis Pharma A/S$37,454,200$172,600 ▲0.5%217,0002.3%MedicalIRTCiRhythm Technologies$37,335,300$1,816,728 ▼-4.6%242,5002.3%MedicalAKROAkero Therapeutics$34,178,467$1,719,953 ▼-4.8%640,5262.1%MedicalPENPenumbra$32,976,955$10,906,775 ▼-24.9%128,5002.1%MedicalAGIOAgios Pharmaceuticals$32,918,919$21,538,012 ▲189.2%989,7452.1%MedicalALNYAlnylam Pharmaceuticals$32,609,000$14,103,393 ▼-30.2%100,0002.0%MedicalEVHEvolent Health$31,761,082$1,407,500 ▲4.6%2,820,7002.0%Computer and TechnologyZLABZai Lab$30,472,578$1,161,004 ▼-3.7%871,3921.9%MedicalEXASExact Sciences$30,396,080$4,888,880 ▲19.2%572,0001.9%MedicalXENEXenon Pharmaceuticals$29,161,6150.0%931,6811.8%MedicalTVTXTravere Therapeutics$28,241,478$14,992,222 ▼-34.7%1,908,2081.8%MedicalSRRKScholar Rock$28,128,191$1,154,409 ▲4.3%794,1331.8%MedicalDXCMDexCom$25,030,408$9,680,461 ▼-27.9%286,7501.6%MedicalPHRPhreesia$23,829,558$8,852,085 ▼-27.1%837,3001.5%MedicalBPMCBlueprint Medicines$23,777,390$105,372,804 ▼-81.6%185,5001.5%MedicalGPCRStructure Therapeutics$23,558,130$60,146 ▲0.3%1,135,8791.5%MedicalTHCTenet Healthcare$22,880,0000.0%130,0001.4%MedicalCARIS LIFE SCIENCES INC$21,206,355$21,206,355 ▲New Holding793,6511.3%COMKYMRKymera Therapeutics$19,654,321$15,014,909 ▼-43.3%450,3741.2%MedicalOMADA HEALTH INC$16,835,103$16,835,103 ▲New Holding919,9511.0%COMCLDXCelldex Therapeutics$16,537,4890.0%812,6531.0%MedicalAZTAAzenta$16,325,712$1,705,212 ▲11.7%530,4001.0%MedicalACHCAcadia Healthcare$15,792,240$338,081 ▲2.2%696,0001.0%MedicalUNHUnitedHealth Group$15,754,485$15,598,500 ▼-49.8%50,5001.0%MedicalTARSTarsus Pharmaceuticals$15,140,613$784,841 ▲5.5%373,7500.9%MedicalSMMTSummit Therapeutics$15,108,800$6,064,800 ▼-28.6%710,0000.9%MedicalAGLAgilon Health$15,065,920$919,080 ▼-5.7%6,550,4000.9%MedicalOSCROscar Health$15,008,000$7,504,000 ▼-33.3%700,0000.9%FinanceVERAVera Therapeutics$14,545,850$2,275,896 ▲18.5%617,3960.9%MedicalELVNEnliven Therapeutics$14,070,244$4,724,872 ▲50.6%701,4080.9%MedicalINSPInspire Medical Systems$13,950,275$1,070,603 ▲8.3%107,5000.9%MedicalSLNOSoleno Therapeutics$12,946,356$2,549,677 ▲24.5%154,5280.8%MedicalCMPXCompass Therapeutics$12,903,6830.0%4,962,9550.8%MedicalXBISPDR S&P Biotech ETF$12,584,628$12,584,628 ▲New Holding151,7500.8%ETFACLXArcellx$12,268,777$12,268,777 ▲New Holding186,3140.8%MedicalMREOMereo BioPharma Group$12,100,941$6,013,368 ▼-33.2%4,465,2920.8%MedicalDHRDanaher$11,654,860$39,508 ▲0.3%59,0000.7%MedicalFOLDAmicus Therapeutics$11,232,714$292,070 ▲2.7%1,960,3340.7%MedicalWSTWest Pharmaceutical Services$11,165,364$2,017,336 ▼-15.3%51,0300.7%MedicalNBIXNeurocrine Biosciences$11,161,272$23,906,238 ▼-68.2%88,8000.7%MedicalPHVSPharvaris$10,971,8750.0%623,4020.7%MedicalEWEdwards Lifesciences$10,245,510$9,698,040 ▼-48.6%131,0000.6%MedicalNAMSNewAmsterdam Pharma$9,708,9700.0%536,1110.6%MedicalARDXArdelyx$8,962,190$2,670,688 ▲42.4%2,286,2730.6%MedicalNUVLNuvalent$7,120,926$25,499,764 ▼-78.2%93,3280.4%MedicalACRSAclaris Therapeutics$6,772,419$393,340 ▼-5.5%4,769,3090.4%MedicalCIDARA THERAPEUTICS INC$6,533,618$6,533,618 ▲New Holding134,1330.4%COM NEWZENAS BIOPHARMA INC$6,206,125$2,308,158 ▼-27.1%640,4670.4%COMREGNRegeneron Pharmaceuticals$5,932,500$4,462,500 ▲303.6%11,3000.4%MedicalCOGTCogent Biosciences$5,745,429$5,745,429 ▲New Holding800,1990.4%MedicalDYNE THERAPEUTICS INC$5,531,101$537,870 ▲10.8%580,9980.3%COMCGEMCullinan Therapeutics$5,031,794$177,708 ▲3.7%668,2330.3%MedicalGOSSAMER BIO INC$4,952,1320.0%9,573,0000.3%NOTE 5.000% 6/0JANXJanux Therapeutics$4,857,145$133,980 ▲2.8%210,2660.3%MedicalMLYSMineralys Therapeutics$4,390,661$50,061 ▲1.2%324,5130.3%MedicalTMOThermo Fisher Scientific$4,054,600$4,054,600 ▲New Holding10,0000.3%MedicalGOSSGossamer Bio$4,018,3610.0%3,266,9600.3%MedicalIMVTImmunovant$3,544,000$12,068,848 ▼-77.3%221,5000.2%MedicalAMLXAmylyx Pharmaceuticals$3,203,487$1,003,396 ▲45.6%499,7640.2%MedicalBICARA THERAPEUTICS INC$3,122,0900.0%336,0700.2%COMJASPER THERAPEUTICS INC$3,025,6990.0%545,1710.2%COM NEWPRTAProthena$2,990,0880.0%492,6010.2%MedicalATECAlphatec$2,969,2500.0%267,5000.2%MedicalLENZ THERAPEUTICS INC$2,461,512$26,379 ▲1.1%83,9820.2%COMEDAPEdap Tms$2,095,5000.0%1,270,0000.1%MedicalCGENCompugen$1,762,1820.0%989,9900.1%MedicalSIONNA THERAPEUTICS INC$1,725,0930.0%99,4290.1%COMLUNGPulmonx$1,686,349$381,766 ▲29.3%651,1000.1%MedicalNEUROGENE INC$1,559,8680.0%104,3390.1%COMPERSPECTIVE THERAPEUTICS INC$1,528,6780.0%444,3830.1%COM NEWAPLSApellis Pharmaceuticals$1,459,233$74,433 ▲5.4%84,3000.1%MedicalSRPTSarepta Therapeutics$1,173,060$1,550,970 ▼-56.9%68,6000.1%MedicalMRSNMersana Therapeutics$1,129,1460.0%3,814,6840.1%MedicalAPLTApplied Therapeutics$645,841$342 ▲0.1%2,075,9910.0%MedicalADAPAdaptimmune Therapeutics$595,2870.0%2,483,4680.0%MedicalKORRO BIO INC$446,1300.0%35,7190.0%COMCRLCharles River Laboratories International$409,671$409,671 ▲New Holding2,7000.0%MedicalETNB89BIO$392,800$7,899,611 ▼-95.3%40,0000.0%MedicalPCVXVaxcyte$360,861$360,861 ▲New Holding11,1000.0%MedicalNVAXNovavax$339,570$3,755,430 ▼-91.7%53,9000.0%MedicalACRXAcelRx Pharmaceuticals$145,6350.0%316,4600.0%MedicalNUVATION BIO INC$36,1740.0%134,0280.0%*W EXP 02/10/202LEGNLegend Biotech$0$17,403,783 ▼-100.0%00.0%MedicalWRBYWarby Parker$0$15,222,050 ▼-100.0%00.0%Consumer StaplesNVRONevro$0$4,674,885 ▼-100.0%00.0%MedicalKESTRA MED TECHNOLOGIES LTD$0$3,613,400 ▼-100.0%00.0%SHSINZYInozyme Pharma$0$3,135,222 ▼-100.0%00.0%MedicalBEAMBeam Therapeutics$0$2,929,891 ▼-100.0%00.0%MedicalSAGIMET BIOSCIENCES INC$0$2,568,254 ▼-100.0%00.0%COM SER AShowing largest 100 holdings. 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