Rock Springs Capital Management as of June 30, 2018
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 147 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 5.4 | $139M | 568k | 245.34 | |
Madrigal Pharmaceuticals (MDGL) | 3.7 | $96M | 342k | 279.69 | |
Intuitive Surgical (ISRG) | 2.6 | $68M | 142k | 478.48 | |
Neurocrine Biosciences (NBIX) | 2.4 | $62M | 630k | 98.24 | |
Gw Pharmaceuticals Plc ads | 2.4 | $61M | 440k | 139.54 | |
Alexion Pharmaceuticals | 2.4 | $61M | 493k | 124.15 | |
Abbvie (ABBV) | 2.1 | $56M | 600k | 92.65 | |
WellCare Health Plans | 2.1 | $55M | 223k | 246.24 | |
Molina Healthcare (MOH) | 2.0 | $53M | 545k | 97.94 | |
Acadia Healthcare (ACHC) | 2.0 | $51M | 1.3M | 40.91 | |
Loxo Oncology | 1.9 | $50M | 290k | 173.48 | |
Spark Therapeutics | 1.7 | $45M | 544k | 82.76 | |
Hca Holdings (HCA) | 1.7 | $44M | 430k | 102.60 | |
Sarepta Therapeutics (SRPT) | 1.5 | $39M | 298k | 132.18 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.5 | $39M | 1.7M | 23.85 | |
Irhythm Technologies (IRTC) | 1.5 | $39M | 480k | 81.13 | |
Pacira Pharmaceuticals (PCRX) | 1.5 | $38M | 1.2M | 32.05 | |
Radius Health | 1.3 | $33M | 1.1M | 29.47 | |
Beigene (BGNE) | 1.3 | $33M | 215k | 153.73 | |
Penumbra (PEN) | 1.3 | $33M | 237k | 138.15 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $32M | 191k | 169.96 | |
Encompass Health Corp (EHC) | 1.2 | $31M | 450k | 67.72 | |
Stryker Corporation (SYK) | 1.2 | $30M | 178k | 168.86 | |
Celgene Corporation | 1.1 | $29M | 360k | 79.42 | |
DaVita (DVA) | 1.1 | $28M | 409k | 69.44 | |
Puma Biotechnology (PBYI) | 1.1 | $28M | 476k | 59.15 | |
Tesaro | 1.1 | $28M | 625k | 44.47 | |
Axogen (AXGN) | 1.1 | $27M | 545k | 50.25 | |
Pra Health Sciences | 1.0 | $27M | 288k | 93.36 | |
Wright Medical Group Nv | 1.0 | $26M | 1.0M | 25.96 | |
Gilead Sciences (GILD) | 1.0 | $26M | 365k | 70.84 | |
Medicines Company | 1.0 | $25M | 690k | 36.70 | |
Teleflex Incorporated (TFX) | 0.9 | $25M | 93k | 268.21 | |
Alder Biopharmaceuticals | 0.9 | $25M | 1.6M | 15.80 | |
Edwards Lifesciences (EW) | 0.9 | $24M | 165k | 145.57 | |
Align Technology (ALGN) | 0.9 | $23M | 66k | 342.14 | |
EXACT Sciences Corporation (EXAS) | 0.9 | $23M | 380k | 59.79 | |
Inogen (INGN) | 0.8 | $22M | 119k | 186.33 | |
Baxter International (BAX) | 0.8 | $22M | 297k | 73.84 | |
Heron Therapeutics (HRTX) | 0.8 | $20M | 525k | 38.85 | |
Thermo Fisher Scientific (TMO) | 0.8 | $20M | 96k | 207.14 | |
Incyte Corporation (INCY) | 0.8 | $20M | 296k | 67.00 | |
NuVasive | 0.8 | $19M | 373k | 52.12 | |
Insmed (INSM) | 0.8 | $20M | 825k | 23.65 | |
Fibrogen (FGEN) | 0.7 | $19M | 307k | 62.60 | |
AmerisourceBergen (COR) | 0.7 | $19M | 220k | 85.27 | |
Zimmer Holdings (ZBH) | 0.7 | $18M | 161k | 111.44 | |
Mersana Therapeutics (MRSN) | 0.7 | $18M | 1.0M | 17.86 | |
Assembly Biosciences | 0.7 | $18M | 450k | 39.21 | |
Alnylam Pharmaceuticals (ALNY) | 0.7 | $17M | 174k | 98.49 | |
Galapagos Nv- (GLPG) | 0.7 | $17M | 185k | 92.18 | |
Aclaris Therapeutics (ACRS) | 0.7 | $17M | 856k | 19.97 | |
Jazz Pharmaceuticals (JAZZ) | 0.7 | $17M | 98k | 172.30 | |
Epizyme | 0.7 | $17M | 1.2M | 13.55 | |
Audentes Therapeutics | 0.7 | $17M | 440k | 38.21 | |
Obseva Sa | 0.7 | $17M | 1.1M | 15.14 | |
Arena Pharmaceuticals | 0.6 | $16M | 375k | 43.60 | |
Ascendis Pharma A S (ASND) | 0.6 | $16M | 244k | 66.52 | |
Hologic (HOLX) | 0.6 | $16M | 400k | 39.75 | |
West Pharmaceutical Services (WST) | 0.6 | $16M | 160k | 99.29 | |
IDEXX Laboratories (IDXX) | 0.6 | $16M | 72k | 217.94 | |
Amicus Therapeutics (FOLD) | 0.6 | $16M | 1.0M | 15.62 | |
Biohaven Pharmaceutical Holding | 0.6 | $16M | 398k | 39.52 | |
Biogen Idec (BIIB) | 0.6 | $15M | 53k | 290.25 | |
Ultragenyx Pharmaceutical (RARE) | 0.6 | $15M | 200k | 76.87 | |
Intersect Ent | 0.6 | $15M | 410k | 37.45 | |
Theravance Biopharma (TBPH) | 0.6 | $15M | 653k | 22.68 | |
G1 Therapeutics | 0.5 | $13M | 300k | 43.46 | |
Exelixis (EXEL) | 0.5 | $13M | 595k | 21.52 | |
Blueprint Medicines (BPMC) | 0.5 | $13M | 199k | 63.48 | |
Translate Bio | 0.5 | $13M | 1.0M | 12.65 | |
Amarin Corporation (AMRN) | 0.5 | $12M | 4.0M | 3.09 | |
Portola Pharmaceuticals | 0.5 | $12M | 324k | 37.77 | |
Immunomedics | 0.5 | $12M | 500k | 23.67 | |
Mirati Therapeutics | 0.5 | $12M | 240k | 49.30 | |
BioMarin Pharmaceutical (BMRN) | 0.5 | $12M | 125k | 94.20 | |
Clovis Oncology | 0.5 | $12M | 255k | 45.47 | |
Rigel Pharmaceuticals | 0.4 | $11M | 4.0M | 2.83 | |
Retrophin | 0.4 | $11M | 400k | 27.26 | |
Anaptysbio Inc Common (ANAB) | 0.4 | $11M | 150k | 71.04 | |
Argenx Se (ARGX) | 0.4 | $11M | 129k | 82.86 | |
Invitae (NVTAQ) | 0.4 | $10M | 1.4M | 7.35 | |
Clearside Biomedical (CLSD) | 0.4 | $10M | 975k | 10.69 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $10M | 164k | 61.84 | |
Zogenix | 0.4 | $10M | 226k | 44.20 | |
Coherus Biosciences (CHRS) | 0.4 | $9.7M | 690k | 14.00 | |
Homology Medicines | 0.4 | $9.6M | 470k | 20.40 | |
Momenta Pharmaceuticals | 0.4 | $9.3M | 453k | 20.45 | |
Endocyte | 0.4 | $9.3M | 675k | 13.80 | |
Five Prime Therapeutics | 0.4 | $9.4M | 593k | 15.81 | |
Ardelyx (ARDX) | 0.4 | $9.3M | 2.5M | 3.70 | |
RTI Biologics | 0.3 | $9.0M | 2.0M | 4.60 | |
Adaptimmune Therapeutics (ADAP) | 0.3 | $8.9M | 750k | 11.87 | |
Odonate Therapeutics Ord | 0.3 | $8.8M | 398k | 22.08 | |
Global China Cord Blood Corp (CORBF) | 0.3 | $8.4M | 880k | 9.49 | |
Aptinyx | 0.3 | $8.2M | 340k | 24.17 | |
Sage Therapeutics (SAGE) | 0.3 | $7.7M | 49k | 156.53 | |
Cymabay Therapeutics | 0.3 | $7.8M | 580k | 13.42 | |
Spero Therapeutics (SPRO) | 0.3 | $7.7M | 525k | 14.67 | |
Ra Pharmaceuticals | 0.3 | $7.5M | 750k | 9.95 | |
Kura Oncology (KURA) | 0.3 | $7.3M | 400k | 18.20 | |
Bluebird Bio (BLUE) | 0.3 | $7.1M | 45k | 156.96 | |
Zai Lab (ZLAB) | 0.3 | $7.0M | 300k | 23.25 | |
Achillion Pharmaceuticals | 0.3 | $6.7M | 2.4M | 2.83 | |
Global Blood Therapeutics In | 0.3 | $6.8M | 150k | 45.20 | |
Aeglea Biotherapeutics | 0.3 | $6.9M | 650k | 10.58 | |
Myovant Sciences | 0.3 | $6.7M | 295k | 22.87 | |
Rhythm Pharmaceuticals (RYTM) | 0.3 | $6.7M | 215k | 31.26 | |
La Jolla Pharmaceuticl Com Par | 0.2 | $6.5M | 222k | 29.17 | |
Corvus Pharmaceuticals (CRVS) | 0.2 | $6.3M | 575k | 10.98 | |
Boston Scientific Corporation (BSX) | 0.2 | $5.6M | 173k | 32.70 | |
Macrogenics (MGNX) | 0.2 | $5.7M | 275k | 20.65 | |
Dermira | 0.2 | $5.5M | 600k | 9.20 | |
Gtx Inc Del | 0.2 | $5.4M | 354k | 15.31 | |
Insmed Inc convertible security | 0.2 | $5.5M | 6.0M | 0.92 | |
Alder Biopharmaceuticals Inc convertible security | 0.2 | $5.2M | 5.0M | 1.04 | |
Envision Healthcare | 0.2 | $4.9M | 110k | 44.01 | |
Medicines Company 2.750000 07/15/2023 bond | 0.2 | $5.1M | 5.0M | 1.01 | |
Paratek Pharmaceuticals | 0.2 | $4.6M | 450k | 10.20 | |
Adverum Biotechnologies | 0.2 | $4.8M | 900k | 5.30 | |
Novavax | 0.2 | $4.4M | 3.3M | 1.34 | |
Clementia | 0.2 | $4.5M | 345k | 13.16 | |
Correvio Pharma Corp | 0.2 | $4.5M | 1.2M | 3.78 | |
Dynavax Technologies (DVAX) | 0.2 | $4.1M | 268k | 15.25 | |
Compugen (CGEN) | 0.1 | $3.6M | 1.1M | 3.30 | |
Medicines Company conv | 0.1 | $3.7M | 3.0M | 1.22 | |
Intra Cellular Therapies (ITCI) | 0.1 | $3.3M | 188k | 17.67 | |
Solid Biosciences | 0.1 | $3.4M | 95k | 35.63 | |
Allergan | 0.1 | $2.9M | 18k | 166.71 | |
Egalet Corporation note 5.50% 4/1/20 | 0.1 | $2.8M | 7.8M | 0.36 | |
Menlo Therapeutics | 0.1 | $2.7M | 330k | 8.12 | |
Restorbio | 0.1 | $2.5M | 275k | 9.15 | |
Nabriva Therapeutics | 0.1 | $2.2M | 640k | 3.48 | |
Seres Therapeutics (MCRB) | 0.1 | $1.9M | 220k | 8.60 | |
BioCryst Pharmaceuticals (BCRX) | 0.1 | $1.4M | 250k | 5.73 | |
Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $1.6M | 300k | 5.20 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.5M | 1.5M | 0.99 | |
Neurocrine Biosciences Inc Note 2.250 5/1 | 0.1 | $1.5M | 1.0M | 1.45 | |
Kiniksa Pharmaceuticals | 0.1 | $1.6M | 90k | 17.36 | |
Prothena (PRTA) | 0.1 | $1.2M | 85k | 14.58 | |
Scynexis | 0.1 | $1.3M | 820k | 1.64 | |
Proteostasis Therapeutics In | 0.1 | $1.3M | 471k | 2.79 | |
Radius Health Inc note 3.000% 9/0 | 0.1 | $1.4M | 1.5M | 0.93 | |
Pacira Pharmaceuticals Inc convertible security | 0.0 | $930k | 1.0M | 0.93 | |
McKesson Corporation (MCK) | 0.0 | $667k | 5.0k | 133.40 | |
Chiasma | 0.0 | $788k | 525k | 1.50 | |
Dermira Inc note 3.000% 5/1 | 0.0 | $830k | 1.0M | 0.83 |