Rock Springs Capital Management as of Sept. 30, 2019
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 138 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
UnitedHealth (UNH) | 5.1 | $128M | 591k | 217.32 | |
Neurocrine Biosciences (NBIX) | 4.4 | $111M | 1.2M | 90.11 | |
WellCare Health Plans | 3.3 | $83M | 321k | 259.17 | |
Intuitive Surgical (ISRG) | 3.3 | $82M | 153k | 539.93 | |
Amarin Corporation (AMRN) | 2.8 | $71M | 4.7M | 15.16 | |
Hca Holdings (HCA) | 2.2 | $56M | 468k | 120.42 | |
Encompass Health Corp (EHC) | 2.0 | $52M | 815k | 63.28 | |
Spark Therapeutics | 1.9 | $49M | 505k | 96.98 | |
Teleflex Incorporated (TFX) | 1.8 | $44M | 130k | 339.75 | |
Pacira Pharmaceuticals (PCRX) | 1.7 | $44M | 1.2M | 38.07 | |
Insulet Corporation (PODD) | 1.7 | $43M | 261k | 164.93 | |
Irhythm Technologies (IRTC) | 1.6 | $41M | 555k | 74.11 | |
Edwards Lifesciences (EW) | 1.6 | $40M | 184k | 219.91 | |
Acadia Healthcare (ACHC) | 1.6 | $40M | 1.3M | 31.08 | |
Medicines Company | 1.6 | $40M | 800k | 50.00 | |
Abbvie (ABBV) | 1.6 | $40M | 525k | 75.72 | |
Boston Scientific Corporation (BSX) | 1.6 | $40M | 970k | 40.69 | |
EXACT Sciences Corporation (EXAS) | 1.6 | $39M | 432k | 90.37 | |
Stryker Corporation (SYK) | 1.5 | $39M | 179k | 216.30 | |
Coherus Biosciences (CHRS) | 1.5 | $38M | 1.9M | 20.26 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $34M | 203k | 169.42 | |
Baxter International (BAX) | 1.3 | $34M | 385k | 87.47 | |
Radius Health | 1.3 | $34M | 1.3M | 25.75 | |
Cigna Corp (CI) | 1.3 | $33M | 217k | 151.79 | |
IDEXX Laboratories (IDXX) | 1.3 | $33M | 120k | 271.93 | |
Penumbra (PEN) | 1.3 | $33M | 243k | 134.49 | |
Portola Pharmaceuticals | 1.1 | $28M | 1.1M | 26.82 | |
Alnylam Pharmaceuticals (ALNY) | 1.1 | $27M | 331k | 80.42 | |
Galapagos Nv- (GLPG) | 1.1 | $27M | 175k | 152.66 | |
Beigene (BGNE) | 1.1 | $26M | 215k | 122.46 | |
Ultragenyx Pharmaceutical (RARE) | 1.0 | $26M | 608k | 42.78 | |
Sarepta Therapeutics (SRPT) | 1.0 | $25M | 338k | 75.32 | |
Alder Biopharmaceuticals | 1.0 | $25M | 1.3M | 18.86 | |
Blueprint Medicines (BPMC) | 1.0 | $25M | 334k | 73.47 | |
Amgen (AMGN) | 1.0 | $24M | 126k | 193.51 | |
Thermo Fisher Scientific (TMO) | 0.9 | $24M | 81k | 291.27 | |
Molina Healthcare (MOH) | 0.9 | $24M | 215k | 109.72 | |
Madrigal Pharmaceuticals (MDGL) | 0.9 | $24M | 272k | 86.22 | |
Incyte Corporation (INCY) | 0.9 | $23M | 312k | 74.23 | |
Allakos (ALLK) | 0.9 | $23M | 290k | 78.63 | |
West Pharmaceutical Services (WST) | 0.9 | $22M | 153k | 141.82 | |
Invitae (NVTAQ) | 0.9 | $22M | 1.1M | 19.27 | |
Nevro (NVRO) | 0.8 | $21M | 243k | 85.97 | |
Argenx Se (ARGX) | 0.8 | $21M | 182k | 113.96 | |
Seattle Genetics | 0.8 | $21M | 242k | 85.40 | |
Ascendis Pharma A S (ASND) | 0.8 | $21M | 214k | 96.32 | |
Align Technology (ALGN) | 0.8 | $20M | 111k | 180.92 | |
Mirati Therapeutics | 0.8 | $20M | 258k | 77.91 | |
Ra Pharmaceuticals | 0.8 | $20M | 835k | 23.65 | |
Epizyme | 0.8 | $19M | 1.9M | 10.32 | |
Zai Lab (ZLAB) | 0.7 | $19M | 575k | 32.35 | |
Celgene Corporation | 0.7 | $18M | 185k | 99.30 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.7 | $18M | 1.6M | 11.48 | |
Freshpet (FRPT) | 0.7 | $18M | 355k | 49.77 | |
Adaptive Biotechnologies Cor (ADPT) | 0.7 | $17M | 545k | 30.90 | |
Insmed (INSM) | 0.6 | $16M | 890k | 17.64 | |
Intersect Ent | 0.6 | $15M | 873k | 17.01 | |
Ardelyx (ARDX) | 0.6 | $14M | 3.1M | 4.70 | |
Biohaven Pharmaceutical Holding | 0.6 | $14M | 344k | 41.72 | |
Achillion Pharmaceuticals | 0.6 | $14M | 3.8M | 3.60 | |
Sage Therapeutics (SAGE) | 0.5 | $13M | 93k | 140.29 | |
Assembly Biosciences | 0.5 | $13M | 1.3M | 9.83 | |
Global Blood Therapeutics In | 0.5 | $13M | 265k | 48.52 | |
Novocure Ltd ord (NVCR) | 0.5 | $13M | 173k | 74.78 | |
Guardant Health (GH) | 0.5 | $12M | 190k | 63.83 | |
Immunomedics | 0.5 | $12M | 895k | 13.26 | |
Agios Pharmaceuticals (AGIO) | 0.5 | $11M | 353k | 32.40 | |
Audentes Therapeutics | 0.5 | $12M | 410k | 28.09 | |
Fibrogen (FGEN) | 0.5 | $11M | 306k | 36.98 | |
Obseva Sa | 0.5 | $11M | 1.4M | 8.33 | |
Odonate Therapeutics Ord | 0.5 | $11M | 430k | 26.03 | |
Gw Pharmaceuticals Plc ads | 0.4 | $11M | 95k | 115.03 | |
Retrophin | 0.4 | $11M | 950k | 11.59 | |
Theravance Biopharma (TBPH) | 0.4 | $11M | 550k | 19.48 | |
Abbott Laboratories (ABT) | 0.4 | $10M | 123k | 83.67 | |
Centene Corporation (CNC) | 0.4 | $9.9M | 230k | 43.26 | |
Zogenix | 0.4 | $10M | 250k | 40.04 | |
Translate Bio | 0.4 | $10M | 1.0M | 9.91 | |
BioMarin Pharmaceutical (BMRN) | 0.4 | $9.6M | 143k | 67.40 | |
Phreesia (PHR) | 0.3 | $8.8M | 361k | 24.24 | |
Deciphera Pharmaceuticals | 0.3 | $8.5M | 250k | 33.94 | |
Anaptysbio Inc Common (ANAB) | 0.3 | $8.4M | 240k | 34.99 | |
Amicus Therapeutics (FOLD) | 0.3 | $8.0M | 1.0M | 8.02 | |
Mirum Pharmaceuticals (MIRM) | 0.3 | $7.9M | 790k | 10.06 | |
Rigel Pharmaceuticals | 0.3 | $7.9M | 4.2M | 1.87 | |
Uniqure Nv (QURE) | 0.3 | $7.7M | 195k | 39.36 | |
Homology Medicines | 0.3 | $7.7M | 425k | 18.10 | |
Johnson & Johnson (JNJ) | 0.3 | $7.2M | 56k | 129.38 | |
ACADIA Pharmaceuticals (ACAD) | 0.3 | $6.7M | 187k | 35.99 | |
Dynavax Technologies (DVAX) | 0.3 | $6.6M | 1.9M | 3.58 | |
Anthem (ELV) | 0.3 | $6.5M | 27k | 240.11 | |
Rhythm Pharmaceuticals (RYTM) | 0.3 | $6.6M | 305k | 21.59 | |
Puma Biotechnology (PBYI) | 0.2 | $6.3M | 587k | 10.76 | |
Aeglea Biotherapeutics | 0.2 | $6.2M | 800k | 7.69 | |
Medicines Company 2.750000 07/15/2023 bond | 0.2 | $6.1M | 5.0M | 1.21 | |
Phasebio Pharmaceuticals | 0.2 | $5.9M | 1.4M | 4.17 | |
Karuna Therapeutics Ord | 0.2 | $5.9M | 360k | 16.32 | |
RTI Biologics | 0.2 | $5.6M | 2.0M | 2.85 | |
Spero Therapeutics (SPRO) | 0.2 | $5.6M | 525k | 10.60 | |
Axonics Modulation Technolog (AXNX) | 0.2 | $5.5M | 203k | 26.92 | |
Momenta Pharmaceuticals | 0.2 | $5.2M | 400k | 12.96 | |
Dermira | 0.2 | $5.0M | 775k | 6.39 | |
Insmed Inc convertible security | 0.2 | $5.0M | 6.0M | 0.84 | |
Akero Therapeutics (AKRO) | 0.2 | $5.1M | 225k | 22.75 | |
Compugen (CGEN) | 0.2 | $4.7M | 1.1M | 4.23 | |
Ngm Biopharmaceuticals | 0.2 | $4.9M | 351k | 13.85 | |
Cymabay Therapeutics | 0.2 | $4.6M | 900k | 5.12 | |
Chiasma | 0.2 | $4.5M | 900k | 4.95 | |
Medicines Company conv | 0.2 | $4.5M | 3.0M | 1.51 | |
Nabriva Therapeutics | 0.2 | $4.6M | 2.3M | 2.00 | |
Global China Cord Blood Corp (CORBF) | 0.2 | $4.5M | 925k | 4.84 | |
Bluebird Bio (BLUE) | 0.2 | $4.3M | 47k | 91.83 | |
Gamida Cell | 0.2 | $4.3M | 1.0M | 4.33 | |
Health Catalyst (HCAT) | 0.2 | $4.0M | 125k | 31.64 | |
Macrogenics (MGNX) | 0.1 | $3.8M | 300k | 12.76 | |
La Jolla Pharmaceuticl Com Par | 0.1 | $3.7M | 425k | 8.80 | |
Intercept Pharmaceuticals In | 0.1 | $3.6M | 54k | 66.36 | |
Restorbio | 0.1 | $3.5M | 400k | 8.84 | |
Aclaris Therapeutics (ACRS) | 0.1 | $3.2M | 3.0M | 1.08 | |
Arvinas Ord (ARVN) | 0.1 | $3.2M | 150k | 21.55 | |
10x Genomics Inc Cl A (TXG) | 0.1 | $3.2M | 64k | 50.39 | |
Five Prime Therapeutics | 0.1 | $3.0M | 775k | 3.87 | |
Correvio Pharma Corp | 0.1 | $2.4M | 1.2M | 2.00 | |
Myovant Sciences | 0.1 | $2.3M | 450k | 5.20 | |
Mersana Therapeutics (MRSN) | 0.1 | $2.2M | 1.4M | 1.58 | |
Paratek Pharmaceuticals | 0.1 | $1.9M | 450k | 4.32 | |
Adaptimmune Therapeutics (ADAP) | 0.1 | $1.3M | 875k | 1.51 | |
Corvus Pharmaceuticals (CRVS) | 0.1 | $1.2M | 400k | 3.01 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.4M | 1.5M | 0.92 | |
Radius Health Inc note 3.000% 9/0 | 0.1 | $1.4M | 1.5M | 0.91 | |
Neurocrine Biosciences Inc Note 2.250 5/1 | 0.1 | $1.4M | 1.0M | 1.37 | |
Clovis Oncology | 0.0 | $1.0M | 256k | 3.93 | |
Pacira Pharmaceuticals Inc convertible security | 0.0 | $990k | 1.0M | 0.99 | |
Dermira Inc note 3.000% 5/1 | 0.0 | $840k | 1.0M | 0.84 | |
Kaleido Biosciences Ord (KLDO) | 0.0 | $753k | 100k | 7.53 | |
Novavax (NVAX) | 0.0 | $816k | 163k | 5.02 | |
Proteostasis Therapeutics In | 0.0 | $336k | 400k | 0.84 | |
Covetrus | 0.0 | $246k | 21k | 11.89 |