Free Trial

Rock Springs Capital Management Lp Top Holdings and 13F Report (2026)

About Rock Springs Capital Management Lp

Investment Activity

  • Rock Springs Capital Management Lp has $1.70 billion in total holdings as of March 31, 2026.
  • Rock Springs Capital Management Lp owns shares of 100 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 6.77% of the portfolio was purchased this quarter.
  • About 16.28% of the portfolio was sold this quarter.
  • This quarter, Rock Springs Capital Management Lp has purchased 98 new stocks and bought additional shares in 37 stocks.
  • Rock Springs Capital Management Lp sold shares of 24 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

argenex
$71,929,625

Largest New Holdings this Quarter

60365F109 - MINIMED GROUP INC
$15,740,600 Holding
45579U109 - INDIVIOR PHARMACEUTICALS INC
$6,096,000 Holding
863667101 - Stryker
$4,863,132 Holding
670100205 - Novo Nordisk A/S
$3,307,500 Holding
92686J106 - Viking Therapeutics
$3,123,840 Holding

Largest Purchases this Quarter

Madrigal Pharmaceuticals
31,381 shares (about $16.43M)
MINIMED GROUP INC
1,055,000 shares (about $15.74M)
Boston Scientific
116,250 shares (about $7.29M)
HEARTFLOW INC
294,800 shares (about $7.17M)
PTC Therapeutics
99,919 shares (about $6.81M)

Largest Sales this Quarter

Amicus Therapeutics
1,908,869 shares (about $27.60M)
SPDR S&P Biotech ETF
192,000 shares (about $24.52M)
Travere Therapeutics
732,368 shares (about $21.76M)
Revolution Medicines
125,805 shares (about $12.23M)
Cogent Biosciences
224,875 shares (about $8.66M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRock Springs Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$117,620,471$12,234,536 â–¼-9.4%1,209,4656.9%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$90,781,299$6,162,459 â–¼-6.4%98,7005.4%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$89,512,847$16,427,012 â–²22.5%170,9995.3%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$74,947,340$4,526,620 â–²6.4%811,2944.4%Medical
argenex SE stock logo
ARGX
argenex
$71,929,625$3,468,688 â–¼-4.6%98,5004.2%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$59,987,384$457,636 â–¼-0.8%689,7483.5%Medical
Insmed, Inc. stock logo
INSM
Insmed
$51,394,336$809,424 â–¼-1.6%314,3003.0%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$44,373,620$2,172,935 â–¼-4.7%194,0002.6%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$44,369,613$1,440,259 â–¼-3.1%763,0202.6%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$43,910,013$21,758,653 â–¼-33.1%1,477,9542.6%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$41,384,3860.0%496,8712.4%Medical
Penumbra, Inc. stock logo
PEN
Penumbra
$39,568,5850.0%120,5002.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$37,801,1800.0%82,0002.2%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$36,369,355$311,625 â–²0.9%739,8162.1%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$32,398,800$1,101,324 â–²3.5%826,5001.9%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$32,335,075$7,294,688 â–²29.1%515,3001.9%Medical
iRhythm Technologies stock logo
IRTC
iRhythm Technologies
$30,891,735$3,157,035 â–²11.4%261,7501.8%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$30,858,459$5,206,516 â–¼-14.4%640,2171.8%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$27,035,6840.0%799,1631.6%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$25,533,294$1,015,405 â–¼-3.8%1,218,7731.5%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$24,484,380$909,893 â–²3.9%74,0001.4%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$24,023,726$8,655,439 â–¼-26.5%624,1551.4%Medical
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$23,588,7500.0%125,0001.4%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$22,331,680$521,240 â–²2.4%355,6001.3%Medical
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$20,626,564$1,340,741 â–¼-6.1%650,2701.2%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$20,259,225$2,614,709 â–¼-11.4%503,5851.2%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$19,820,283$3,286,913 â–²19.9%150,4501.2%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$19,503,2100.0%169,8591.1%Medical
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$18,847,2960.0%588,7941.1%Medical
Pharvaris N.V. stock logo
PHVS
Pharvaris
$18,236,307$625,201 â–²3.6%645,5331.1%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$17,854,128$2,455,461 â–²15.9%1,103,4691.1%Medical
DYNE THERAPEUTICS INC
$17,625,950$1,074,076 â–²6.5%972,1981.0%COM
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$17,485,079$3,289,819 â–¼-15.8%3,305,3081.0%Medical
Aclaris Therapeutics, Inc. stock logo
ACRS
Aclaris Therapeutics
$16,772,438$70,909 â–²0.4%4,472,6501.0%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$15,796,307$2,466,825 â–¼-13.5%225,1790.9%Medical
MINIMED GROUP INC
$15,740,600$15,740,600 â–²New Holding1,055,0000.9%COM
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$15,324,639$59,458 â–²0.4%814,7070.9%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$14,341,270$3,301,198 â–²29.9%53,0000.8%Medical
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$13,974,608$1,104,732 â–²8.6%351,8280.8%Medical
HEARTFLOW INC
$13,928,925$7,172,484 â–²106.2%572,5000.8%COM
Ardelyx, Inc. stock logo
ARDX
Ardelyx
$13,773,8430.0%2,299,4730.8%Medical
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$13,461,6000.0%710,0000.8%Medical
Azenta, Inc. stock logo
AZTA
Azenta
$12,025,0830.0%569,1000.7%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$11,912,855$329,279 â–²2.8%439,7510.7%Medical
Danaher Corporation stock logo
DHR
Danaher
$11,660,4000.0%61,5000.7%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$11,023,298$6,807,482 â–²161.5%161,7980.6%Medical
CARIS LIFE SCIENCES INC
$10,066,440$2,226,060 â–¼-18.1%563,0000.6%COM
ZENAS BIOPHARMA INC
$9,815,6050.0%502,0770.6%COM
BICARA THERAPEUTICS INC
$9,728,100$1,193,400 â–²14.0%489,0950.6%COM
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$9,523,845$1,837,935 â–²23.9%128,2500.6%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$8,612,830$341,496 â–²4.1%257,2530.5%Medical
MBX BIOSCIENCES INC
$8,595,815$159,489 â–²1.9%287,9670.5%COM
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$8,094,2620.0%386,9150.5%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$7,803,6640.0%10,1000.5%Medical
Immunome, Inc. stock logo
IMNM
Immunome
$7,603,4550.0%347,6660.4%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$6,946,7200.0%499,7640.4%Medical
OMADA HEALTH INC
$6,800,370$2,501,430 â–¼-26.9%541,0000.4%COM
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$6,798,244$41,264 â–²0.6%131,8000.4%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$6,547,433$492,818 â–²8.1%162,7500.4%Medical
Alkermes plc stock logo
ALKS
Alkermes
$6,505,745$1,582,643 â–²32.1%183,9860.4%Medical
Evolent Health, Inc stock logo
EVH
Evolent Health
$6,099,0000.0%2,675,0000.4%Computer and Technology
INDIVIOR PHARMACEUTICALS INC
$6,096,000$6,096,000 â–²New Holding200,0000.4%COM
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$5,996,795$277,676 â–²4.9%113,7480.4%Medical
Edap Tms S.A. stock logo
EDAP
Edap Tms
$5,126,160$340,380 â–²7.1%1,378,0000.3%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$5,101,425$114,133 â–²2.3%367,0090.3%Medical
Phreesia, Inc. stock logo
PHR
Phreesia
$5,031,352$2,314,556 â–¼-31.5%600,4000.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,915,3000.0%10,0000.3%Medical
Stryker Corporation stock logo
SYK
Stryker
$4,863,132$4,863,132 â–²New Holding14,8000.3%Medical
SIONNA THERAPEUTICS INC
$3,986,1090.0%99,4290.2%COM
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$3,888,0000.0%180,0000.2%Medical
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$3,831,900$24,524,160 â–¼-86.5%30,0000.2%ETF
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$3,808,000$516,800 â–²15.7%350,0000.2%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$3,501,128$769,958 â–²28.2%60,2500.2%Medical
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$3,335,1460.0%258,7390.2%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,307,500$3,307,500 â–²New Holding90,0000.2%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$3,250,075$320,979 â–²11.0%383,7160.2%Medical
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$3,123,840$3,123,840 â–²New Holding96,0000.2%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$2,989,941$626,870 â–²26.5%45,3640.2%Medical
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$2,947,824$2,947,824 â–²New Holding1,304,3470.2%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$2,872,800$2,872,800 â–²New Holding40,0000.2%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$2,686,900$228,525 â–²9.3%97,0000.2%Medical
TALPHERA INC
$2,680,7630.0%3,589,1860.2%COM NEW
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$2,540,336$1,075,578 â–²73.4%170,3780.1%Medical
Surgery Partners, Inc. stock logo
SGRY
Surgery Partners
$2,479,360$1,215,840 â–¼-32.9%208,0000.1%Medical
LENZ THERAPEUTICS INC
$2,355,7590.0%257,4600.1%COM
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$2,314,312$4,292,288 â–¼-65.0%28,9000.1%Medical
DIANTHUS THERAPEUTICS INC
$2,245,447$2,245,447 â–²New Holding26,7570.1%COM
NEUROGENE INC
$2,103,4740.0%104,3390.1%COM
AGILON HEALTH INC
$2,056,600$2,056,600 â–²New Holding260,0000.1%COM NEW
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$2,025,5780.0%50,2500.1%Medical
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$1,765,945$1,040,855 â–¼-37.1%75,5000.1%Medical
Teva Pharmaceutical Industries Ltd. stock logo
TEVA
Teva Pharmaceutical Industries
$1,370,4600.0%45,5000.1%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$1,150,0880.0%61,7000.1%Medical
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$1,087,038$756,200 â–²228.6%5,7500.1%Medical
JASPER THERAPEUTICS INC
$964,4560.0%1,100,7260.1%COM NEW
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$732,645$121,203 â–²19.8%40,5000.0%Medical
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$528,718$544,478 â–¼-50.7%1,609,4920.0%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$304,557$27,602,289 â–¼-98.9%21,0620.0%Medical
ORUKA THERAPEUTICS INC
$202,233$202,233 â–²New Holding4,1230.0%COM
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$119,952$119,952 â–²New Holding12,6000.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data