Rock Springs Capital Management Lp Top Holdings and 13F Report (2025) About Rock Springs Capital Management LpInvestment ActivityRock Springs Capital Management Lp has $1.75 billion in total holdings as of March 31, 2025.Rock Springs Capital Management Lp owns shares of 96 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 45.32% of the portfolio was sold this quarter.This quarter, Rock Springs Capital Management Lp has purchased 107 new stocks and bought additional shares in 25 stocks.Rock Springs Capital Management Lp sold shares of 47 stocks and completely divested from 17 stocks this quarter.Largest Holdings argenx $104,020,274Eli Lilly and Company $93,740,785Blueprint Medicines $89,179,932Madrigal Pharmaceuticals $55,215,379UnitedHealth Group $52,636,875 Largest New Holdings this Quarter 235851102 - Danaher $12,054,000 Holding603170101 - Mineralys Therapeutics $5,094,510 HoldingG52441105 - KESTRA MED TECHNOLOGIES LTD $3,613,400 Holding75886F107 - Regeneron Pharmaceuticals $1,775,844 Holding03237H101 - Amylyx Pharmaceuticals $1,215,027 Holding Largest Purchases this Quarter Tarsus Pharmaceuticals 243,487 shares (about $12.51M)Danaher 58,800 shares (about $12.05M)Evolent Health 635,700 shares (about $6.02M)Mineralys Therapeutics 320,813 shares (about $5.09M)Merus 88,202 shares (about $3.71M) Largest Sales this Quarter Intuitive Surgical 114,000 shares (about $56.46M)Neurocrine Biosciences 441,500 shares (about $48.83M)UnitedHealth Group 75,500 shares (about $39.54M)Travere Therapeutics 2,052,453 shares (about $36.78M)Madrigal Pharmaceuticals 98,514 shares (about $32.63M) 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 PortfolioSectorARGXargenx$104,020,274$31,871,930 ▼-23.5%175,7506.0%MedicalLLYEli Lilly and Company$93,740,785$25,603,210 ▼-21.5%113,5005.4%MedicalBPMCBlueprint Medicines$89,179,932$7,906,598 ▼-8.1%1,007,5695.1%MedicalMDGLMadrigal Pharmaceuticals$55,215,379$32,630,792 ▼-37.1%166,6983.2%MedicalUNHUnitedHealth Group$52,636,875$39,543,125 ▼-42.9%100,5003.0%MedicalTVTXTravere Therapeutics$52,347,832$36,779,958 ▼-41.3%2,921,1963.0%MedicalISRGIntuitive Surgical$50,517,540$56,460,780 ▼-52.8%102,0002.9%MedicalRAREUltragenyx Pharmaceutical$50,492,455$12,506,174 ▼-19.9%1,394,4342.9%MedicalPENPenumbra$45,727,110$18,451,290 ▼-28.8%171,0002.6%MedicalRVMDRevolution Medicines$45,318,790$2,418,023 ▲5.6%1,281,6402.6%MedicalRYTMRhythm Pharmaceuticals$44,186,938$17,402,234 ▼-28.3%834,1882.5%MedicalMIRMMirum Pharmaceuticals$42,877,013$23,416,945 ▼-35.3%951,7652.5%MedicalMRUSMerus$41,279,810$3,712,422 ▲9.9%980,7512.4%MedicalINSMInsmed$39,358,011$2,601,489 ▼-6.2%515,9002.3%MedicalALNYAlnylam Pharmaceuticals$38,680,365$30,498,759 ▼-44.1%143,2502.2%MedicalASNDAscendis Pharma A/S$33,665,760$13,871,540 ▼-29.2%216,0001.9%MedicalZLABZai Lab$32,691,955$14,482,924 ▼-30.7%904,5921.9%MedicalXENEXenon Pharmaceuticals$31,257,898$10,741,972 ▼-25.6%931,6811.8%MedicalNBIXNeurocrine Biosciences$30,857,400$48,829,900 ▼-61.3%279,0001.8%MedicalNUVLNuvalent$30,320,569$174,605 ▼-0.6%427,5321.7%MedicalAGLagilon health$30,093,500$2,222,589 ▼-6.9%6,950,0001.7%MedicalPHRPhreesia$29,351,468$22,790,932 ▼-43.7%1,148,3361.7%MedicalBSXBoston Scientific$27,943,760$18,461,040 ▼-39.8%277,0001.6%MedicalAKROAkero Therapeutics$27,233,284$11,080,995 ▼-28.9%672,7591.6%MedicalDXCMDexCom$27,155,519$3,049,149 ▲12.6%397,6501.6%MedicalIRTCiRhythm Technologies$26,620,124$14,990,176 ▼-36.0%254,3001.5%MedicalEVHEvolent Health$25,528,279$6,020,079 ▲30.9%2,695,7001.5%Computer and TechnologySRRKScholar Rock$24,483,543$1,439,002 ▲6.2%761,5411.4%MedicalKYMRKymera Therapeutics$21,743,741$6,560,589 ▼-23.2%794,4371.2%MedicalEXASExact Sciences$20,779,200$1,298,700 ▲6.7%480,0001.2%MedicalACHCAcadia Healthcare$20,650,952$2,959,232 ▲16.7%681,1001.2%MedicalGPCRStructure Therapeutics$19,611,866$900,397 ▲4.8%1,132,9791.1%MedicalSMMTSummit Therapeutics$19,193,550$1,138,110 ▼-5.6%995,0001.1%MedicalEWEdwards Lifesciences$18,482,400$21,019,200 ▼-53.2%255,0001.1%MedicalTARSTarsus Pharmaceuticals$18,204,295$12,507,927 ▲219.6%354,3761.0%MedicalTHCTenet Healthcare$17,485,000$107,600 ▲0.6%130,0001.0%MedicalLEGNLegend Biotech$17,403,783$27,144 ▲0.2%512,9321.0%MedicalIMVTImmunovant$16,676,473$1,139,903 ▲7.3%975,8031.0%MedicalAZTAAzenta$16,454,0000.0%475,0000.9%MedicalINSPInspire Medical Systems$15,808,540$4,897,860 ▼-23.7%99,2500.9%MedicalFOLDAmicus Therapeutics$15,580,394$5,630,914 ▼-26.5%1,909,3620.9%MedicalWRBYWarby Parker$15,222,050$1,549,550 ▼-9.2%835,0000.9%Consumer StaplesMREOMereo BioPharma Group$15,039,556$6,558,577 ▼-30.4%6,684,2470.9%MedicalCLDXCelldex Therapeutics$14,749,652$7,432,951 ▼-33.5%812,6530.8%MedicalOSCROscar Health$13,765,5000.0%1,050,0000.8%FinanceWSTWest Pharmaceutical Services$13,488,770$24,290,980 ▼-64.3%60,2500.8%MedicalVERAVera Therapeutics$12,509,520$791,051 ▲6.8%520,7960.7%MedicalDHRDanaher$12,054,000$12,054,000 ▲New Holding58,8000.7%MedicalNAMSNewAmsterdam Pharma$10,974,192$4,736,983 ▼-30.2%536,1110.6%MedicalSRPTSarepta Therapeutics$10,166,526$9,458,124 ▼-48.2%159,3000.6%MedicalAGIOAgios Pharmaceuticals$10,025,874$3,776,946 ▼-27.4%342,1800.6%MedicalPHVSPharvaris$9,787,411$2,382,145 ▼-19.6%623,4020.6%MedicalCMPXCompass Therapeutics$9,429,615$1,551,578 ▼-14.1%4,962,9550.5%MedicalELVNEnliven Therapeutics$9,168,341$734,064 ▲8.7%465,8710.5%MedicalSLNOSoleno Therapeutics$8,866,5880.0%124,0950.5%MedicalARDXArdelyx$7,880,427$694,009 ▲9.7%1,604,9750.5%MedicalACRSAclaris Therapeutics$7,720,853$1,771,740 ▼-18.7%5,046,3090.4%MedicalZENAS BIOPHARMA INC$6,941,4690.0%878,6670.4%COMETNB89bio$6,139,086$2,120,659 ▲52.8%844,4410.4%MedicalPRTAProthena$6,095,937$1,881,000 ▼-23.6%492,6010.3%MedicalJANXJanux Therapeutics$5,520,5820.0%204,4660.3%MedicalDYNE THERAPEUTICS INC$5,486,260$522,697 ▲10.5%524,4990.3%COMGOSSAMER BIO INC$5,260,4310.0%9,573,0000.3%NOTE 5.000% 6/0MLYSMineralys Therapeutics$5,094,510$5,094,510 ▲New Holding320,8130.3%MedicalCGEMCullinan Therapeutics$4,879,872$737,931 ▼-13.1%644,6330.3%MedicalNVRONevro$4,674,885$4,950,019 ▼-51.4%800,4940.3%MedicalBICARA THERAPEUTICS INC$4,378,992$1,432,062 ▼-24.6%336,0700.3%COMNVAXNovavax$4,166,5000.0%650,0000.2%MedicalKESTRA MED TECHNOLOGIES LTD$3,613,400$3,613,400 ▲New Holding145,0000.2%SHSGOSSGossamer Bio$3,593,6560.0%3,266,9600.2%MedicalLUNGPulmonx$3,389,901$1,806,675 ▼-34.8%503,7000.2%MedicalINZYInozyme Pharma$3,135,222$379,182 ▼-10.8%3,445,2990.2%MedicalBEAMBeam Therapeutics$2,929,891$1,996,025 ▼-40.5%150,0200.2%MedicalATECAlphatec$2,712,450$684,450 ▲33.8%267,5000.2%MedicalSAGIMET BIOSCIENCES INC$2,568,2540.0%787,8080.1%COM SER AEDAPEdap Tms$2,489,200$630,728 ▼-20.2%1,270,0000.1%MedicalJASPER THERAPEUTICS INC$2,344,235$352,957 ▲17.7%545,1710.1%COM NEWLENZ THERAPEUTICS INC$2,136,038$1,382,607 ▲183.5%83,0820.1%COMREGNRegeneron Pharmaceuticals$1,775,844$1,775,844 ▲New Holding2,8000.1%MedicalAPLSApellis Pharmaceuticals$1,749,6000.0%80,0000.1%MedicalBCRXBioCryst Pharmaceuticals$1,665,083$18,419,893 ▼-91.7%222,0110.1%MedicalMGNXMacroGenics$1,454,422$116,290 ▲8.7%1,145,2140.1%MedicalCGENCompugen$1,445,3850.0%989,9900.1%MedicalMRSNMersana Therapeutics$1,313,014$131,829 ▲11.2%3,814,6840.1%MedicalNEUROGENE INC$1,221,810$104,594 ▲9.4%104,3390.1%COMAMLXAmylyx Pharmaceuticals$1,215,027$1,215,027 ▲New Holding343,2280.1%MedicalSIONNA THERAPEUTICS INC$1,040,027$1,040,027 ▲New Holding99,4290.1%COMAPLTApplied Therapeutics$1,014,414$77,100 ▲8.2%2,074,8910.1%MedicalPERSPECTIVE THERAPEUTICS INC$946,5360.0%444,3830.1%COM NEWVIGLVigil Neuroscience$840,0850.0%471,9580.0%MedicalPLRXPliant Therapeutics$796,495$250,020 ▲45.8%589,9960.0%MedicalSPRBSpruce Biosciences$756,9070.0%2,609,1250.0%MedicalKORRO BIO INC$621,8680.0%35,7190.0%COMADAPAdaptimmune Therapeutics$489,2430.0%2,483,4680.0%MedicalACRXAcelRx Pharmaceuticals$156,6480.0%316,4600.0%MedicalNUVATION BIO INC$31,9990.0%134,0280.0%*W EXP 02/10/202FRPTFreshpet$0$48,506,025 ▼-100.0%00.0%Consumer StaplesPODDInsulet$0$29,827,248 ▼-100.0%00.0%MedicalLFSTLifeStance Health Group$0$18,793,500 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$15,037,333 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
