Rock Springs Capital Management as of March 31, 2019
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 131 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 5.6 | $146M | 591k | 247.26 | |
Gw Pharmaceuticals Plc ads | 4.5 | $118M | 700k | 168.57 | |
Amarin Corporation (AMRN) | 3.6 | $94M | 4.5M | 20.76 | |
Intuitive Surgical (ISRG) | 3.4 | $87M | 153k | 570.58 | |
WellCare Health Plans | 3.3 | $86M | 320k | 269.75 | |
Neurocrine Biosciences (NBIX) | 2.9 | $74M | 845k | 88.10 | |
Spark Therapeutics | 2.4 | $61M | 538k | 113.88 | |
Hca Holdings (HCA) | 2.3 | $59M | 455k | 130.38 | |
Pacira Pharmaceuticals (PCRX) | 1.8 | $48M | 1.3M | 38.06 | |
Encompass Health Corp (EHC) | 1.8 | $47M | 800k | 58.40 | |
Ultragenyx Pharmaceutical (RARE) | 1.6 | $40M | 580k | 69.36 | |
Sarepta Therapeutics (SRPT) | 1.5 | $40M | 335k | 119.19 | |
Teleflex Incorporated (TFX) | 1.5 | $39M | 130k | 302.16 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $37M | 203k | 183.95 | |
Boston Scientific Corporation (BSX) | 1.4 | $37M | 970k | 38.38 | |
Irhythm Technologies (IRTC) | 1.4 | $38M | 500k | 74.96 | |
Stryker Corporation (SYK) | 1.4 | $35M | 179k | 197.52 | |
Edwards Lifesciences (EW) | 1.4 | $35M | 184k | 191.33 | |
EXACT Sciences Corporation (EXAS) | 1.3 | $34M | 397k | 86.62 | |
Penumbra (PEN) | 1.3 | $33M | 225k | 147.01 | |
Alexion Pharmaceuticals | 1.3 | $33M | 243k | 135.18 | |
Madrigal Pharmaceuticals (MDGL) | 1.2 | $32M | 255k | 125.26 | |
Portola Pharmaceuticals | 1.2 | $30M | 875k | 34.70 | |
Align Technology (ALGN) | 1.1 | $30M | 105k | 284.33 | |
Molina Healthcare (MOH) | 1.1 | $30M | 208k | 141.96 | |
Wright Medical Group Nv | 1.1 | $29M | 921k | 31.45 | |
Beigene (BGNE) | 1.1 | $28M | 215k | 132.00 | |
Acadia Healthcare (ACHC) | 1.1 | $27M | 925k | 29.31 | |
Incyte Corporation (INCY) | 1.0 | $27M | 312k | 86.01 | |
IDEXX Laboratories (IDXX) | 1.0 | $27M | 120k | 223.60 | |
Invitae (NVTAQ) | 1.0 | $27M | 1.2M | 23.42 | |
Pra Health Sciences | 1.0 | $27M | 240k | 110.29 | |
Ascendis Pharma A S (ASND) | 1.0 | $25M | 214k | 117.70 | |
Insmed (INSM) | 0.9 | $25M | 850k | 29.07 | |
Baxter International (BAX) | 0.9 | $24M | 301k | 81.31 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.9 | $24M | 1.6M | 15.14 | |
Radius Health | 0.9 | $23M | 1.2M | 19.94 | |
Biogen Idec (BIIB) | 0.9 | $23M | 98k | 236.38 | |
Argenx Se (ARGX) | 0.9 | $23M | 182k | 124.84 | |
Thermo Fisher Scientific (TMO) | 0.8 | $22M | 81k | 273.72 | |
Blueprint Medicines (BPMC) | 0.8 | $22M | 275k | 80.05 | |
Alnylam Pharmaceuticals (ALNY) | 0.8 | $22M | 234k | 93.45 | |
Epizyme | 0.8 | $22M | 1.8M | 12.39 | |
Alder Biopharmaceuticals | 0.8 | $21M | 1.6M | 13.65 | |
Covetrus | 0.8 | $21M | 650k | 31.85 | |
Medicines Company | 0.8 | $20M | 729k | 27.95 | |
Audentes Therapeutics | 0.8 | $20M | 523k | 39.02 | |
Galapagos Nv- (GLPG) | 0.8 | $19M | 165k | 117.78 | |
Retrophin | 0.7 | $19M | 830k | 22.63 | |
Ra Pharmaceuticals | 0.7 | $18M | 804k | 22.40 | |
Seattle Genetics | 0.7 | $18M | 242k | 73.24 | |
Puma Biotechnology (PBYI) | 0.7 | $18M | 458k | 38.79 | |
Celgene Corporation | 0.7 | $18M | 185k | 94.34 | |
Fibrogen (FGEN) | 0.6 | $17M | 306k | 54.35 | |
Allakos (ALLK) | 0.6 | $16M | 404k | 40.50 | |
Immunomedics | 0.6 | $15M | 800k | 19.21 | |
Intersect Ent | 0.6 | $15M | 465k | 32.15 | |
Agilent Technologies Inc C ommon (A) | 0.6 | $15M | 183k | 80.38 | |
Sage Therapeutics (SAGE) | 0.6 | $15M | 93k | 159.05 | |
Cigna Corp (CI) | 0.6 | $15M | 90k | 160.82 | |
Obseva Sa | 0.6 | $14M | 1.1M | 12.79 | |
West Pharmaceutical Services (WST) | 0.5 | $14M | 125k | 110.20 | |
Guardant Health (GH) | 0.5 | $14M | 180k | 76.70 | |
Amicus Therapeutics (FOLD) | 0.5 | $14M | 1.0M | 13.60 | |
Biohaven Pharmaceutical Holding | 0.5 | $13M | 260k | 51.47 | |
Mirati Therapeutics | 0.5 | $13M | 180k | 73.30 | |
Zogenix | 0.5 | $13M | 235k | 55.01 | |
Global Blood Therapeutics In | 0.5 | $13M | 245k | 52.93 | |
Axogen (AXGN) | 0.5 | $13M | 604k | 21.06 | |
Theravance Biopharma (TBPH) | 0.5 | $13M | 550k | 22.67 | |
Anaptysbio Inc Common (ANAB) | 0.5 | $12M | 170k | 73.05 | |
Zai Lab (ZLAB) | 0.5 | $12M | 413k | 29.51 | |
BioMarin Pharmaceutical (BMRN) | 0.5 | $12M | 135k | 88.83 | |
RTI Biologics | 0.5 | $12M | 2.0M | 6.01 | |
Rigel Pharmaceuticals | 0.4 | $11M | 4.2M | 2.57 | |
Phasebio Pharmaceuticals | 0.4 | $11M | 1.1M | 9.51 | |
Dermira | 0.4 | $11M | 775k | 13.55 | |
Homology Medicines | 0.4 | $10M | 370k | 27.73 | |
Translate Bio | 0.4 | $10M | 1.0M | 10.19 | |
Aclaris Therapeutics (ACRS) | 0.4 | $10M | 1.7M | 5.99 | |
Freshpet (FRPT) | 0.4 | $9.9M | 235k | 42.29 | |
Odonate Therapeutics Ord | 0.4 | $9.8M | 445k | 22.11 | |
Cymabay Therapeutics | 0.4 | $9.5M | 715k | 13.28 | |
Axonics Modulation Technolog (AXNX) | 0.4 | $9.6M | 400k | 23.95 | |
Novocure Ltd ord (NVCR) | 0.4 | $9.4M | 195k | 48.17 | |
Coherus Biosciences (CHRS) | 0.3 | $9.1M | 670k | 13.64 | |
Assembly Biosciences | 0.3 | $8.9M | 450k | 19.69 | |
Heron Therapeutics (HRTX) | 0.3 | $8.6M | 350k | 24.44 | |
Inflarx Nv (IFRX) | 0.3 | $8.5M | 225k | 37.79 | |
Myovant Sciences | 0.3 | $8.3M | 348k | 23.87 | |
Achillion Pharmaceuticals | 0.3 | $8.0M | 2.7M | 2.96 | |
Agios Pharmaceuticals (AGIO) | 0.3 | $7.9M | 118k | 67.44 | |
Mersana Therapeutics (MRSN) | 0.3 | $7.4M | 1.4M | 5.26 | |
Clementia | 0.3 | $7.2M | 275k | 26.10 | |
Bluebird Bio (BLUE) | 0.3 | $7.1M | 45k | 157.33 | |
Five Prime Therapeutics | 0.3 | $6.8M | 505k | 13.40 | |
Spero Therapeutics (SPRO) | 0.3 | $6.7M | 525k | 12.81 | |
Aeglea Biotherapeutics | 0.2 | $6.4M | 800k | 8.05 | |
Global China Cord Blood Corp (CORBF) | 0.2 | $6.5M | 925k | 7.02 | |
Clovis Oncology | 0.2 | $6.4M | 256k | 24.82 | |
Rhythm Pharmaceuticals (RYTM) | 0.2 | $5.9M | 217k | 27.41 | |
Insmed Inc convertible security | 0.2 | $6.1M | 6.0M | 1.01 | |
BioCryst Pharmaceuticals (BCRX) | 0.2 | $5.7M | 700k | 8.14 | |
Momenta Pharmaceuticals | 0.2 | $5.8M | 400k | 14.53 | |
Ardelyx (ARDX) | 0.2 | $5.6M | 2.0M | 2.80 | |
Anthem (ELV) | 0.2 | $5.7M | 20k | 287.00 | |
Macrogenics (MGNX) | 0.2 | $5.4M | 300k | 17.98 | |
Alder Biopharmaceuticals Inc convertible security | 0.2 | $4.8M | 5.0M | 0.96 | |
Compugen (CGEN) | 0.2 | $4.6M | 1.1M | 4.14 | |
Medicines Company 2.750000 07/15/2023 bond | 0.2 | $4.3M | 5.0M | 0.85 | |
Nabriva Therapeutics | 0.1 | $3.9M | 1.6M | 2.44 | |
Correvio Pharma Corp | 0.1 | $3.8M | 1.2M | 3.16 | |
Adaptimmune Therapeutics (ADAP) | 0.1 | $3.4M | 800k | 4.30 | |
Chiasma | 0.1 | $3.4M | 650k | 5.20 | |
Medicines Company conv | 0.1 | $3.0M | 3.0M | 1.00 | |
Dynavax Technologies (DVAX) | 0.1 | $2.8M | 380k | 7.31 | |
Restorbio | 0.1 | $2.7M | 400k | 6.82 | |
Paratek Pharmaceuticals | 0.1 | $2.4M | 450k | 5.36 | |
Arvinas Ord (ARVN) | 0.1 | $2.2M | 150k | 14.76 | |
Nevro (NVRO) | 0.1 | $2.2M | 35k | 62.51 | |
Novavax | 0.1 | $1.8M | 3.3M | 0.55 | |
La Jolla Pharmaceuticl Com Par | 0.1 | $1.8M | 277k | 6.43 | |
Corvus Pharmaceuticals (CRVS) | 0.1 | $1.6M | 400k | 4.02 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.5M | 1.5M | 0.97 | |
Kaleido Biosciences Ord (KLDO) | 0.1 | $1.5M | 100k | 14.50 | |
Radius Health Inc note 3.000% 9/0 | 0.1 | $1.2M | 1.5M | 0.83 | |
Neurocrine Biosciences Inc Note 2.250 5/1 | 0.1 | $1.4M | 1.0M | 1.35 | |
Pacira Pharmaceuticals Inc convertible security | 0.0 | $990k | 1.0M | 0.99 | |
Dermira Inc note 3.000% 5/1 | 0.0 | $890k | 1.0M | 0.89 | |
Proteostasis Therapeutics In | 0.0 | $504k | 400k | 1.26 | |
Solid Biosciences | 0.0 | $552k | 60k | 9.20 |