Rock Springs Capital Management as of Sept. 30, 2017
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 147 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 4.2 | $90M | 459k | 195.85 | |
Alexion Pharmaceuticals | 3.0 | $65M | 463k | 140.29 | |
Tesaro | 3.0 | $64M | 495k | 129.10 | |
Aetna | 2.9 | $63M | 399k | 159.01 | |
Acadia Healthcare (ACHC) | 2.9 | $62M | 1.3M | 47.76 | |
Spark Therapeutics | 2.5 | $53M | 597k | 89.16 | |
Advanced Accelerat spon ads each rep 2 ord | 2.5 | $53M | 785k | 67.62 | |
CIGNA Corporation | 2.3 | $51M | 270k | 186.94 | |
Intuitive Surgical (ISRG) | 2.3 | $50M | 48k | 1045.88 | |
Merck & Co (MRK) | 2.2 | $49M | 758k | 64.03 | |
Pacira Pharmaceuticals (PCRX) | 1.9 | $41M | 1.1M | 37.55 | |
Puma Biotechnology (PBYI) | 1.8 | $40M | 330k | 119.75 | |
Celgene Corporation | 1.8 | $38M | 263k | 145.82 | |
Gw Pharmaceuticals Plc ads | 1.8 | $38M | 373k | 101.49 | |
Radius Health | 1.7 | $36M | 943k | 38.55 | |
Pra Health Sciences | 1.7 | $36M | 478k | 76.17 | |
WellCare Health Plans | 1.6 | $34M | 198k | 171.74 | |
Molina Healthcare (MOH) | 1.3 | $29M | 423k | 68.76 | |
Beigene (BGNE) | 1.3 | $29M | 280k | 103.46 | |
Penumbra (PEN) | 1.3 | $28M | 311k | 90.30 | |
Neurocrine Biosciences (NBIX) | 1.2 | $27M | 440k | 61.28 | |
Loxo Oncology | 1.2 | $26M | 286k | 92.12 | |
Epizyme | 1.2 | $26M | 1.4M | 19.05 | |
Medicines Company | 1.2 | $26M | 690k | 37.04 | |
Gilead Sciences (GILD) | 1.2 | $25M | 313k | 81.02 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $23M | 152k | 152.04 | |
Mersana Therapeutics (MRSN) | 1.1 | $23M | 1.3M | 17.29 | |
Johnson & Johnson (JNJ) | 1.1 | $23M | 175k | 130.01 | |
Theravance Biopharma (TBPH) | 1.0 | $22M | 644k | 34.24 | |
Galapagos Nv- (GLPG) | 1.0 | $22M | 214k | 101.75 | |
Edwards Lifesciences (EW) | 1.0 | $21M | 190k | 109.31 | |
Thermo Fisher Scientific (TMO) | 1.0 | $21M | 110k | 189.20 | |
EXACT Sciences Corporation (EXAS) | 0.9 | $21M | 437k | 47.12 | |
Insmed (INSM) | 0.9 | $20M | 650k | 31.21 | |
Incyte Corporation (INCY) | 0.9 | $20M | 173k | 116.74 | |
Prothena (PRTA) | 0.9 | $20M | 310k | 64.77 | |
Irhythm Technologies (IRTC) | 0.9 | $20M | 386k | 51.88 | |
Almost Family | 0.9 | $19M | 362k | 53.70 | |
Danaher Corporation (DHR) | 0.9 | $19M | 225k | 85.78 | |
Medtronic (MDT) | 0.9 | $19M | 247k | 77.77 | |
Clovis Oncology | 0.9 | $19M | 232k | 82.40 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.9 | $19M | 1.8M | 10.49 | |
C.R. Bard | 0.8 | $18M | 58k | 320.50 | |
Jazz Pharmaceuticals (JAZZ) | 0.8 | $18M | 124k | 146.25 | |
Willis Towers Watson (WTW) | 0.8 | $18M | 115k | 154.23 | |
Portola Pharmaceuticals | 0.8 | $18M | 324k | 54.03 | |
Fibrogen (FGEN) | 0.8 | $18M | 325k | 53.80 | |
Wright Medical Group Nv | 0.8 | $17M | 670k | 25.87 | |
Avexis | 0.8 | $17M | 175k | 96.73 | |
Biogen Idec (BIIB) | 0.8 | $17M | 53k | 313.11 | |
Audentes Therapeutics | 0.7 | $15M | 525k | 28.01 | |
Baxter International (BAX) | 0.7 | $14M | 230k | 62.75 | |
Amarin Corporation (AMRN) | 0.7 | $14M | 4.0M | 3.50 | |
Amicus Therapeutics (FOLD) | 0.6 | $14M | 910k | 15.08 | |
Assembly Biosciences | 0.6 | $14M | 390k | 34.92 | |
Healthsouth | 0.6 | $12M | 265k | 46.35 | |
Alnylam Pharmaceuticals (ALNY) | 0.6 | $12M | 105k | 117.49 | |
Madrigal Pharmaceuticals (MDGL) | 0.6 | $12M | 275k | 44.98 | |
Kite Pharma | 0.6 | $12M | 68k | 179.81 | |
Invitae (NVTAQ) | 0.6 | $12M | 1.3M | 9.37 | |
BioMarin Pharmaceutical (BMRN) | 0.5 | $12M | 125k | 93.07 | |
Sarepta Therapeutics (SRPT) | 0.5 | $12M | 259k | 45.36 | |
Align Technology (ALGN) | 0.5 | $11M | 61k | 186.26 | |
Ardelyx (ARDX) | 0.5 | $11M | 2.0M | 5.60 | |
Paratek Pharmaceuticals | 0.5 | $11M | 450k | 25.10 | |
Aclaris Therapeutics (ACRS) | 0.5 | $11M | 440k | 25.81 | |
Intersect Ent | 0.5 | $11M | 345k | 31.15 | |
Dermira | 0.5 | $11M | 400k | 27.00 | |
Alder Biopharmaceuticals | 0.5 | $11M | 875k | 12.25 | |
Juno Therapeutics | 0.5 | $10M | 225k | 44.86 | |
Ascendis Pharma A S (ASND) | 0.5 | $10M | 280k | 36.25 | |
Retrophin | 0.5 | $10M | 400k | 24.89 | |
CHINA CORD Blood Corp | 0.5 | $9.8M | 880k | 11.12 | |
Achillion Pharmaceuticals | 0.4 | $9.6M | 2.1M | 4.49 | |
Neuroderm Ltd F | 0.4 | $9.2M | 238k | 38.90 | |
Biohaven Pharmaceutical Holding | 0.4 | $9.1M | 244k | 37.38 | |
RTI Biologics | 0.4 | $8.9M | 2.0M | 4.55 | |
Five Prime Therapeutics | 0.4 | $8.9M | 218k | 40.91 | |
Ultragenyx Pharmaceutical (RARE) | 0.4 | $8.7M | 163k | 53.26 | |
Ra Pharmaceuticals | 0.4 | $8.8M | 600k | 14.60 | |
Therapeuticsmd | 0.4 | $8.5M | 1.6M | 5.29 | |
Healthequity (HQY) | 0.4 | $8.3M | 165k | 50.58 | |
Coherus Biosciences (CHRS) | 0.4 | $8.5M | 638k | 13.35 | |
Zai Lab (ZLAB) | 0.4 | $8.4M | 313k | 27.00 | |
Clearside Biomedical (CLSD) | 0.4 | $8.2M | 935k | 8.74 | |
Axogen (AXGN) | 0.4 | $7.7M | 400k | 19.35 | |
Aimmune Therapeutics | 0.3 | $7.3M | 293k | 24.79 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $7.2M | 16k | 447.12 | |
Adaptimmune Therapeutics (ADAP) | 0.3 | $7.2M | 875k | 8.19 | |
ACADIA Pharmaceuticals (ACAD) | 0.3 | $6.9M | 182k | 37.67 | |
Obseva Sa | 0.3 | $6.8M | 840k | 8.14 | |
Seattle Genetics | 0.3 | $6.8M | 125k | 54.41 | |
Corvus Pharmaceuticals (CRVS) | 0.3 | $6.7M | 423k | 15.94 | |
Tetraphase Pharmaceuticals | 0.3 | $6.5M | 950k | 6.84 | |
Steris | 0.3 | $6.5M | 74k | 88.41 | |
Blueprint Medicines (BPMC) | 0.3 | $6.0M | 87k | 69.66 | |
G1 Therapeutics | 0.3 | $6.0M | 240k | 24.89 | |
Clementia | 0.3 | $5.8M | 345k | 16.89 | |
Merus N V (MRUS) | 0.2 | $5.5M | 275k | 19.87 | |
Arena Pharmaceuticals | 0.2 | $5.5M | 215k | 25.50 | |
Anaptysbio Inc Common (ANAB) | 0.2 | $5.2M | 150k | 34.95 | |
Medicines Company 2.750000 07/15/2023 bond | 0.2 | $5.3M | 5.0M | 1.06 | |
Nabriva Therapeutics | 0.2 | $5.1M | 625k | 8.19 | |
Bluebird Bio (BLUE) | 0.2 | $4.8M | 35k | 137.34 | |
Global Blood Therapeutics In | 0.2 | $4.7M | 150k | 31.05 | |
Myovant Sciences | 0.2 | $4.6M | 295k | 15.47 | |
Exelixis (EXEL) | 0.2 | $4.2M | 175k | 24.23 | |
Aduro Biotech | 0.2 | $4.4M | 415k | 10.65 | |
Macrogenics (MGNX) | 0.2 | $4.2M | 225k | 18.48 | |
Egalet Corporation note 5.50% 4/1/20 | 0.2 | $4.1M | 7.8M | 0.52 | |
Medicines Company conv | 0.2 | $3.8M | 3.0M | 1.27 | |
Cymabay Therapeutics | 0.2 | $3.6M | 450k | 8.06 | |
Allergan Plc pfd conv ser a | 0.2 | $3.8M | 5.0k | 757.80 | |
Dynavax Technologies (DVAX) | 0.2 | $3.5M | 165k | 21.50 | |
Seres Therapeutics (MCRB) | 0.2 | $3.5M | 220k | 16.04 | |
Zogenix | 0.2 | $3.5M | 100k | 35.05 | |
Bristol Myers Squibb (BMY) | 0.1 | $3.2M | 50k | 63.74 | |
Ironwood Pharmaceuticals (IRWD) | 0.1 | $3.2M | 200k | 15.77 | |
Compugen (CGEN) | 0.1 | $3.1M | 825k | 3.80 | |
Intra Cellular Therapies (ITCI) | 0.1 | $3.0M | 188k | 15.78 | |
Dbv Technologies S A | 0.1 | $3.1M | 73k | 42.44 | |
Rigel Pharmaceuticals | 0.1 | $2.5M | 1.0M | 2.54 | |
Cardiome Pharma | 0.1 | $2.6M | 1.2M | 2.14 | |
Aeglea Biotherapeutics | 0.1 | $2.6M | 524k | 4.93 | |
Zimmer Holdings (ZBH) | 0.1 | $2.5M | 21k | 117.11 | |
BioCryst Pharmaceuticals (BCRX) | 0.1 | $2.4M | 450k | 5.24 | |
Atyr Pharma Inc Common Stock Usd 0.001 | 0.1 | $2.4M | 475k | 5.05 | |
Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $2.4M | 300k | 8.10 | |
Sage Therapeutics (SAGE) | 0.1 | $2.0M | 33k | 62.31 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.8M | 1.5M | 1.23 | |
Scynexis | 0.1 | $1.8M | 760k | 2.41 | |
Myokardia | 0.1 | $1.7M | 40k | 42.85 | |
Alpine Immune Sciences | 0.1 | $1.7M | 150k | 11.60 | |
Radius Health Inc note 3.000% 9/0 | 0.1 | $1.5M | 1.5M | 1.01 | |
Chiasma | 0.1 | $1.3M | 493k | 2.55 | |
Dimension Therapeutics | 0.1 | $1.4M | 225k | 6.00 | |
Wright Med Group Inc note 2.000% 2/1 | 0.1 | $1.1M | 1.0M | 1.09 | |
Novavax | 0.0 | $935k | 820k | 1.14 | |
Proteostasis Therapeutics In | 0.0 | $945k | 450k | 2.10 | |
Newlink Genetics Corporation | 0.0 | $738k | 73k | 10.18 | |
Kala Pharmaceuticals | 0.0 | $571k | 25k | 22.84 | |
Infinity Pharmaceuticals (INFIQ) | 0.0 | $359k | 270k | 1.33 | |
Tandem Diabetes Care | 0.0 | $411k | 563k | 0.73 | |
Egalet | 0.0 | $384k | 300k | 1.28 | |
Orexigen Therapeutics | 0.0 | $350k | 165k | 2.12 | |
Anthera Pharmaceuticals (ANTH) | 0.0 | $155k | 108k | 1.44 | |
Dare Bioscience | 0.0 | $195k | 63k | 3.12 |