Rock Springs Capital Management as of Sept. 30, 2018
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 144 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 5.7 | $157M | 589k | 266.04 | |
Intuitive Surgical (ISRG) | 2.9 | $81M | 141k | 574.00 | |
Molina Healthcare (MOH) | 2.9 | $81M | 545k | 148.70 | |
Neurocrine Biosciences (NBIX) | 2.9 | $79M | 645k | 122.95 | |
WellCare Health Plans | 2.7 | $76M | 236k | 320.49 | |
Madrigal Pharmaceuticals (MDGL) | 2.6 | $73M | 342k | 214.13 | |
Amarin Corporation (AMRN) | 2.5 | $70M | 4.3M | 16.27 | |
Gw Pharmaceuticals Plc ads | 2.5 | $69M | 400k | 172.74 | |
Pacira Pharmaceuticals (PCRX) | 2.3 | $64M | 1.3M | 49.15 | |
Hca Holdings (HCA) | 2.3 | $63M | 455k | 139.12 | |
Encompass Health Corp (EHC) | 1.9 | $53M | 677k | 77.95 | |
Sarepta Therapeutics (SRPT) | 1.8 | $50M | 311k | 161.51 | |
Irhythm Technologies (IRTC) | 1.6 | $45M | 480k | 94.66 | |
Alexion Pharmaceuticals | 1.5 | $42M | 300k | 139.01 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $38M | 196k | 192.74 | |
Beigene (BGNE) | 1.3 | $37M | 215k | 172.22 | |
Penumbra (PEN) | 1.3 | $35M | 235k | 149.70 | |
Loxo Oncology | 1.3 | $35M | 203k | 170.83 | |
Teleflex Incorporated (TFX) | 1.2 | $33M | 124k | 266.09 | |
Celgene Corporation | 1.2 | $32M | 360k | 89.49 | |
Stryker Corporation (SYK) | 1.1 | $32M | 179k | 177.68 | |
Pra Health Sciences | 1.1 | $32M | 288k | 110.19 | |
Edwards Lifesciences (EW) | 1.1 | $31M | 180k | 174.10 | |
Boston Scientific Corporation (BSX) | 1.1 | $31M | 800k | 38.50 | |
Abbvie (ABBV) | 1.1 | $31M | 325k | 94.58 | |
Inogen (INGN) | 1.1 | $31M | 126k | 244.12 | |
EXACT Sciences Corporation (EXAS) | 1.1 | $30M | 385k | 78.92 | |
Zimmer Holdings (ZBH) | 1.1 | $30M | 225k | 131.47 | |
DaVita (DVA) | 1.1 | $29M | 409k | 71.63 | |
Spark Therapeutics | 1.1 | $29M | 538k | 54.55 | |
Wright Medical Group Nv | 1.1 | $29M | 1.0M | 29.02 | |
Tesaro | 1.0 | $29M | 735k | 39.01 | |
Alder Biopharmaceuticals | 1.0 | $27M | 1.6M | 16.65 | |
Align Technology (ALGN) | 1.0 | $26M | 68k | 391.21 | |
Acadia Healthcare (ACHC) | 0.9 | $25M | 700k | 35.20 | |
Incyte Corporation (INCY) | 0.9 | $24M | 352k | 69.08 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.9 | $24M | 1.7M | 14.74 | |
Thermo Fisher Scientific (TMO) | 0.8 | $23M | 96k | 244.08 | |
Invitae (NVTAQ) | 0.8 | $23M | 1.4M | 16.73 | |
Baxter International (BAX) | 0.8 | $23M | 297k | 77.09 | |
Radius Health | 0.8 | $23M | 1.3M | 17.80 | |
Puma Biotechnology (PBYI) | 0.8 | $22M | 488k | 45.85 | |
IDEXX Laboratories (IDXX) | 0.8 | $21M | 84k | 249.66 | |
Medicines Company | 0.8 | $21M | 690k | 29.91 | |
Axogen (AXGN) | 0.7 | $20M | 544k | 36.85 | |
Obseva Sa | 0.7 | $20M | 1.1M | 18.03 | |
West Pharmaceutical Services (WST) | 0.7 | $20M | 160k | 123.47 | |
Galapagos Nv- (GLPG) | 0.7 | $20M | 178k | 112.43 | |
Fibrogen (FGEN) | 0.7 | $19M | 306k | 60.75 | |
Assembly Biosciences | 0.7 | $18M | 490k | 37.14 | |
Allakos (ALLK) | 0.7 | $18M | 405k | 44.99 | |
Insmed (INSM) | 0.7 | $18M | 890k | 20.22 | |
Theravance Biopharma (TBPH) | 0.7 | $18M | 550k | 32.67 | |
Biogen Idec (BIIB) | 0.6 | $18M | 50k | 353.32 | |
Alnylam Pharmaceuticals (ALNY) | 0.6 | $17M | 197k | 87.52 | |
Ascendis Pharma A S (ASND) | 0.6 | $17M | 244k | 70.86 | |
Arena Pharmaceuticals | 0.6 | $17M | 375k | 46.02 | |
Audentes Therapeutics | 0.6 | $17M | 425k | 39.59 | |
Heron Therapeutics (HRTX) | 0.6 | $17M | 525k | 31.65 | |
Anaptysbio Inc Common (ANAB) | 0.6 | $17M | 165k | 99.77 | |
Immunomedics | 0.6 | $16M | 775k | 20.83 | |
Blueprint Medicines (BPMC) | 0.6 | $16M | 200k | 78.06 | |
Endocyte | 0.6 | $15M | 850k | 17.76 | |
Ultragenyx Pharmaceutical (RARE) | 0.6 | $15M | 200k | 76.34 | |
Ra Pharmaceuticals | 0.5 | $14M | 750k | 18.09 | |
Rigel Pharmaceuticals | 0.5 | $13M | 4.1M | 3.21 | |
Epizyme | 0.5 | $13M | 1.2M | 10.60 | |
Intersect Ent | 0.5 | $13M | 460k | 28.75 | |
Elanco Animal Health (ELAN) | 0.5 | $13M | 375k | 34.89 | |
Aclaris Therapeutics (ACRS) | 0.5 | $13M | 880k | 14.52 | |
Momenta Pharmaceuticals | 0.5 | $13M | 475k | 26.30 | |
Argenx Se (ARGX) | 0.5 | $13M | 165k | 75.84 | |
BioMarin Pharmaceutical (BMRN) | 0.4 | $12M | 125k | 96.97 | |
Amicus Therapeutics (FOLD) | 0.4 | $12M | 1.0M | 12.09 | |
G1 Therapeutics | 0.4 | $12M | 233k | 52.29 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $12M | 164k | 70.54 | |
Retrophin | 0.4 | $12M | 400k | 28.73 | |
Zogenix | 0.4 | $12M | 235k | 49.60 | |
Mirati Therapeutics | 0.4 | $11M | 240k | 47.10 | |
Ardelyx (ARDX) | 0.4 | $11M | 2.5M | 4.35 | |
Coherus Biosciences (CHRS) | 0.4 | $11M | 670k | 16.50 | |
Homology Medicines | 0.4 | $11M | 470k | 22.86 | |
Exelixis (EXEL) | 0.4 | $11M | 595k | 17.72 | |
Adaptimmune Therapeutics (ADAP) | 0.4 | $10M | 750k | 13.56 | |
Translate Bio | 0.4 | $10M | 1.0M | 10.00 | |
Mersana Therapeutics (MRSN) | 0.4 | $10M | 1.0M | 10.00 | |
Biohaven Pharmaceutical Holding | 0.3 | $9.8M | 260k | 37.55 | |
Myovant Sciences | 0.3 | $9.2M | 348k | 26.55 | |
RTI Biologics | 0.3 | $8.8M | 2.0M | 4.50 | |
Achillion Pharmaceuticals | 0.3 | $8.8M | 2.4M | 3.68 | |
Aptinyx | 0.3 | $8.8M | 305k | 28.96 | |
Portola Pharmaceuticals | 0.3 | $8.6M | 324k | 26.63 | |
Odonate Therapeutics Ord | 0.3 | $8.5M | 436k | 19.41 | |
Five Prime Therapeutics | 0.3 | $8.3M | 598k | 13.92 | |
Clovis Oncology | 0.3 | $8.0M | 271k | 29.37 | |
Enanta Pharmaceuticals (ENTA) | 0.3 | $7.9M | 93k | 85.46 | |
Bluebird Bio (BLUE) | 0.3 | $7.7M | 53k | 146.00 | |
Kura Oncology (KURA) | 0.3 | $7.1M | 405k | 17.50 | |
Sage Therapeutics (SAGE) | 0.2 | $6.9M | 49k | 141.24 | |
Cymabay Therapeutics | 0.2 | $6.8M | 614k | 11.08 | |
Zai Lab (ZLAB) | 0.2 | $6.8M | 350k | 19.48 | |
Dermira | 0.2 | $6.5M | 600k | 10.90 | |
Aeglea Biotherapeutics | 0.2 | $6.2M | 650k | 9.57 | |
Rhythm Pharmaceuticals (RYTM) | 0.2 | $6.3M | 215k | 29.17 | |
Global China Cord Blood Corp (CORBF) | 0.2 | $6.5M | 925k | 6.99 | |
Novavax | 0.2 | $6.1M | 3.3M | 1.88 | |
Clearside Biomedical (CLSD) | 0.2 | $6.0M | 975k | 6.15 | |
Inflarx Nv (IFRX) | 0.2 | $6.1M | 178k | 34.32 | |
Restorbio | 0.2 | $6.1M | 400k | 15.14 | |
Macrogenics (MGNX) | 0.2 | $5.9M | 275k | 21.44 | |
La Jolla Pharmaceuticl Com Par | 0.2 | $5.7M | 282k | 20.13 | |
Global Blood Therapeutics In | 0.2 | $5.7M | 150k | 38.00 | |
Adverum Biotechnologies | 0.2 | $5.4M | 900k | 6.05 | |
Spero Therapeutics (SPRO) | 0.2 | $5.5M | 525k | 10.51 | |
BioCryst Pharmaceuticals (BCRX) | 0.2 | $5.3M | 700k | 7.63 | |
Alder Biopharmaceuticals Inc convertible security | 0.2 | $5.4M | 5.0M | 1.07 | |
Corvus Pharmaceuticals (CRVS) | 0.2 | $4.9M | 575k | 8.58 | |
Nabriva Therapeutics | 0.2 | $4.9M | 1.8M | 2.70 | |
Insmed Inc convertible security | 0.2 | $5.1M | 6.0M | 0.85 | |
Correvio Pharma Corp | 0.2 | $4.8M | 1.2M | 4.02 | |
Paratek Pharmaceuticals | 0.2 | $4.4M | 450k | 9.70 | |
Medicines Company 2.750000 07/15/2023 bond | 0.2 | $4.6M | 5.0M | 0.91 | |
Solid Biosciences | 0.2 | $4.5M | 95k | 47.18 | |
Compugen (CGEN) | 0.1 | $4.2M | 1.1M | 3.85 | |
Intra Cellular Therapies (ITCI) | 0.1 | $4.1M | 188k | 21.70 | |
Clementia | 0.1 | $3.8M | 345k | 11.15 | |
Viking Therapeutics (VKTX) | 0.1 | $3.5M | 200k | 17.42 | |
Dynavax Technologies (DVAX) | 0.1 | $3.3M | 268k | 12.40 | |
Allergan | 0.1 | $3.4M | 18k | 190.49 | |
Medicines Company conv | 0.1 | $3.2M | 3.0M | 1.08 | |
Menlo Therapeutics | 0.1 | $3.3M | 330k | 9.85 | |
Arvinas Ord (ARVN) | 0.1 | $2.5M | 150k | 16.87 | |
Chiasma | 0.1 | $1.9M | 525k | 3.60 | |
Seres Therapeutics (MCRB) | 0.1 | $1.7M | 220k | 7.59 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.8M | 1.5M | 1.18 | |
Neurocrine Biosciences Inc Note 2.250 5/1 | 0.1 | $1.7M | 1.0M | 1.71 | |
Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $1.3M | 300k | 4.40 | |
Novocure Ltd ord (NVCR) | 0.1 | $1.3M | 25k | 52.40 | |
Scynexis | 0.0 | $984k | 820k | 1.20 | |
Radius Health Inc note 3.000% 9/0 | 0.0 | $1.2M | 1.5M | 0.77 | |
Pacira Pharmaceuticals Inc convertible security | 0.0 | $1.1M | 1.0M | 1.06 | |
Urovant Sciences | 0.0 | $1.2M | 100k | 12.00 | |
Dermira Inc note 3.000% 5/1 | 0.0 | $830k | 1.0M | 0.83 | |
Gtx Inc Del | 0.0 | $79k | 50k | 1.58 |