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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 $2.05 billion in total holdings as of June 30, 2026.
  • Rock Springs Capital Management Lp owns shares of 104 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 12.50% of the portfolio was purchased this quarter.
  • About 12.84% of the portfolio was sold this quarter.
  • This quarter, Rock Springs Capital Management Lp has purchased 100 new stocks and bought additional shares in 40 stocks.
  • Rock Springs Capital Management Lp sold shares of 30 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA A/S
$45,009,000 Holding
05348Y105 - AVALYN PHARMACEUTICALS INC
$21,823,261 Holding
423494103 - HEMAB THERAPEUTICS HLDGS INC
$21,135,617 Holding
698955101 - PARABILIS MEDICINES INC
$15,820,626 Holding
682143102 - Omeros
$6,832,925 Holding

Largest Purchases this Quarter

ASCENDIS PHARMA A/S
168,750 shares (about $45.01M)
Travere Therapeutics
701,115 shares (about $39.83M)
AVALYN PHARMACEUTICALS INC
662,918 shares (about $21.82M)
HEMAB THERAPEUTICS HLDGS INC
575,432 shares (about $21.14M)
PARABILIS MEDICINES INC
578,028 shares (about $15.82M)

Largest Sales this Quarter

argenex
45,750 shares (about $42.45M)
Revolution Medicines
104,255 shares (about $19.52M)
Enliven Therapeutics
361,875 shares (about $18.37M)
Agios Pharmaceuticals
266,600 shares (about $9.89M)
Ultragenyx Pharmaceutical
250,918 shares (about $8.38M)

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
$206,983,729$19,524,876 â–¼-8.6%1,105,21010.1%Healthcare
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$123,792,910$39,830,343 â–²47.4%2,179,0696.0%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$118,383,7410.0%98,7005.8%Healthcare
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$93,965,713$2,147,800 â–²2.3%174,9994.6%Healthcare
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$93,438,835$1,539,353 â–¼-1.6%798,1454.6%Healthcare
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$76,899,156$316,436 â–²0.4%692,5983.8%Healthcare
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$51,963,399$5,012,799 â–¼-8.8%453,1562.5%Healthcare
argenex SE stock logo
ARGX
argenex
$48,939,868$42,445,478 â–¼-46.4%52,7502.4%Healthcare
ASCENDIS PHARMA A/S
$45,009,000$45,009,000 â–²New Holding168,7502.2%ORD SHS
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$41,280,627$4,775,261 â–¼-10.4%683,9072.0%Healthcare
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$39,349,860$1,340,020 â–¼-3.3%715,4521.9%Healthcare
Insmed, Inc. stock logo
INSM
Insmed
$38,612,433$5,101,767 â–²15.2%362,1501.9%Healthcare
Penumbra, Inc. stock logo
PEN
Penumbra
$36,548,063$1,499,813 â–¼-3.9%115,7501.8%Healthcare
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$34,365,813$5,367 â–²0.0%640,3171.7%Healthcare
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$32,316,678$8,378,152 â–¼-20.6%967,8551.6%Healthcare
iRhythm Technologies stock logo
IRTC
iRhythm Technologies
$32,074,868$939,705 â–²3.0%269,6501.6%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$30,406,613$2,203,147 â–¼-6.8%76,4601.5%Healthcare
AGILON HEALTH INC
$28,145,468$278,668 â–²1.0%262,6001.4%COM NEW
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$26,496,413$4,468,023 â–²20.3%63,7501.3%Healthcare
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$26,015,223$1,818,676 â–²7.5%699,1461.3%Healthcare
Erasca, Inc. stock logo
ERAS
Erasca
$25,687,388$5,471,836 â–²27.1%1,402,1501.3%Healthcare
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$24,395,441$960,649 â–¼-3.8%144,7501.2%Healthcare
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$23,579,719$18,365,156 â–¼-43.8%464,6251.2%Healthcare
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$23,385,0000.0%125,0001.1%Healthcare
DexCom, Inc. stock logo
DXCM
DexCom
$23,101,050$848,610 â–¼-3.5%343,0001.1%Healthcare
Aclaris Therapeutics, Inc. stock logo
ACRS
Aclaris Therapeutics
$22,908,514$751,804 â–¼-3.2%4,330,5321.1%Healthcare
MINIMED GROUP INC
$22,724,000$6,951,750 â–²44.1%1,520,0001.1%COM
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$22,556,380$563,376 â–²2.6%528,5001.1%Healthcare
Pharvaris N.V. stock logo
PHVS
Pharvaris
$22,419,355$96,824 â–²0.4%648,3331.1%Healthcare
AVALYN PHARMACEUTICALS INC
$21,823,261$21,823,261 â–²New Holding662,9181.1%COM SHS
HEMAB THERAPEUTICS HLDGS INC
$21,135,617$21,135,617 â–²New Holding575,4321.0%COM SHS
DYNE THERAPEUTICS INC
$20,925,240$667,277 â–¼-3.1%942,1541.0%COM
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$20,093,753$2,182,468 â–¼-9.8%66,7501.0%Healthcare
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$19,965,988$4,188,811 â–¼-17.3%515,9171.0%Healthcare
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$19,763,413$9,893,526 â–¼-33.4%532,5631.0%Healthcare
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$19,749,194$205,034 â–¼-1.0%582,7441.0%Healthcare
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$18,347,629$3,261,203 â–¼-15.1%427,5840.9%Healthcare
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$17,439,856$3,267,090 â–²23.1%277,0870.9%Healthcare
HEARTFLOW INC
$16,826,490$29,340 â–²0.2%573,5000.8%COM
MBX BIOSCIENCES INC
$16,461,634$565,855 â–²3.6%298,2180.8%COM
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$16,014,016$12,149,457 â–²314.4%187,9800.8%Healthcare
BICARA THERAPEUTICS INC
$15,892,641$1,371,411 â–²9.4%535,2860.8%COM
PARABILIS MEDICINES INC
$15,820,626$15,820,626 â–²New Holding578,0280.8%COM
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$15,479,4330.0%814,7070.8%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$14,533,624$2,819,104 â–²24.1%76,3000.7%Healthcare
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$14,271,784$2,176,821 â–²18.0%456,5510.7%Healthcare
Evolent Health, Inc stock logo
EVH
Evolent Health
$13,550,000$948,500 â–¼-6.5%2,500,0000.7%Healthcare
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$13,238,648$40,785 â–²0.3%162,2980.6%Healthcare
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$13,083,978$1,219,496 â–²10.3%484,9510.6%Healthcare
ZENAS BIOPHARMA INC
$12,742,7140.0%502,0770.6%COM
Ardelyx, Inc. stock logo
ARDX
Ardelyx
$11,433,022$294,290 â–¼-2.5%2,241,7690.6%Healthcare
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$10,884,840$5,005,242 â–²85.1%244,0000.5%Healthcare
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$10,780,980$1,228,920 â–²12.9%144,7500.5%Healthcare
Alkermes plc stock logo
ALKS
Alkermes
$10,469,097$829,151 â–²8.6%199,8110.5%Healthcare
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$10,417,550$72,850 â–²0.7%715,0000.5%Healthcare
Azenta, Inc. stock logo
AZTA
Azenta
$10,284,560$4,238,872 â–¼-29.2%403,0000.5%Healthcare
INDIVIOR PHARMACEUTICALS INC
$10,072,865$1,866,865 â–²22.8%245,5000.5%COM
Stryker Corporation stock logo
SYK
Stryker
$9,130,360$4,470,728 â–²95.9%29,0000.4%Healthcare
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$8,975,7610.0%499,7640.4%Healthcare
CARIS LIFE SCIENCES INC
$8,687,250$1,345,410 â–¼-13.4%487,5000.4%COM
OMADA HEALTH INC
$8,187,350$3,687,600 â–¼-31.1%373,0000.4%COM
Compass Therapeutics, Inc. stock logo
CMPX
Compass Therapeutics
$7,719,595$480,970 â–²6.6%3,524,9290.4%Healthcare
Immunome, Inc. stock logo
IMNM
Immunome
$7,367,0430.0%347,6660.4%Healthcare
EDAP TMS S A
$7,179,480$41,440 â–²0.6%1,386,0000.4%SPONSORED ADR
Phreesia, Inc. stock logo
PHR
Phreesia
$7,171,101$992,985 â–²16.1%696,9000.4%Healthcare
Omeros Corporation stock logo
OMER
Omeros
$6,832,925$6,832,925 â–²New Holding718,4990.3%Healthcare
DEFINIUM THERAPEUTICS INC
$6,735,516$6,735,516 â–²New Holding143,1870.3%COM SHS
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$6,260,400$1,891,163 â–²43.3%72,0000.3%Healthcare
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$5,637,2580.0%367,0090.3%Healthcare
MOBIA MED INC
$5,603,880$5,603,880 â–²New Holding418,2000.3%COMMON STOCK
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$5,549,4000.0%180,0000.3%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,013,6000.0%10,0000.2%Healthcare
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$4,849,000$4,849,000 â–²New Holding260,0000.2%Healthcare
SIONNA THERAPEUTICS INC
$4,373,8820.0%99,4290.2%COM
CVS Health Corporation stock logo
CVS
CVS Health
$4,138,0000.0%40,0000.2%Healthcare
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$3,839,822$139,854 â–²3.8%268,5190.2%Healthcare
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$3,768,0910.0%383,7160.2%Healthcare
SPYRE THERAPEUTICS INC
$3,751,310$3,751,310 â–²New Holding42,2540.2%COM NEW
TALPHERA INC
$3,696,8620.0%3,589,1860.2%COM NEW
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$3,574,390$141,560 â–²4.1%101,0000.2%Healthcare
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$3,502,3330.0%60,2500.2%Healthcare
NEUROGENE INC
$3,357,288$75,826 â–²2.3%106,7500.2%COM
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$3,195,6500.0%1,304,3470.2%Healthcare
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$3,114,000$86,500 â–²2.9%360,0000.2%Healthcare
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,044,190$1,270,410 â–¼-29.4%63,5000.1%Healthcare
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$2,942,077$810,648 â–²38.0%235,1780.1%Healthcare
NervGen Pharma Corp. stock logo
NGENF
NervGen Pharma
$2,488,956$2,488,956 â–²New Holding1,208,2310.1%Healthcare
Medtronic PLC stock logo
MDT
Medtronic
$2,417,307$2,417,307 â–²New Holding30,9000.1%Healthcare
Teva Pharmaceutical Industries Ltd. stock logo
TEVA
Teva Pharmaceutical Industries
$1,998,920$457,380 â–²29.7%59,0000.1%Healthcare
DIANTHUS THERAPEUTICS INC
$1,981,378$626,894 â–¼-24.0%20,3260.1%COM
SAGIMET BIOSCIENCES INC
$1,932,500$1,932,500 â–²New Holding250,0000.1%COM SER A
Capricor Therapeutics, Inc. stock logo
CAPR
Capricor Therapeutics
$1,792,708$1,792,708 â–²New Holding74,4480.1%Healthcare
LENZ THERAPEUTICS INC
$1,462,3730.0%257,4600.1%COM
Altimmune, Inc. stock logo
ALT
Altimmune
$1,433,254$1,433,254 â–²New Holding471,4650.1%Healthcare
KAILERA THERAPEUTICS INC
$1,431,950$1,431,950 â–²New Holding65,0000.1%COMMON STOCK
Surgery Partners, Inc. stock logo
SGRY
Surgery Partners
$1,411,200$2,083,200 â–¼-59.6%84,0000.1%Healthcare
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$1,346,235$1,346,235 â–²New Holding5,5000.1%Healthcare
ORUKA THERAPEUTICS INC
$1,146,894$754,508 â–²192.3%12,0510.1%COM
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$994,755$2,750,205 â–¼-73.4%25,5000.0%Healthcare
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$967,480$202,160 â–¼-17.3%33,5000.0%Healthcare

Showing largest 100 holdings. View all holdings.
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