Rock Springs Capital Management as of March 31, 2020
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 131 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Neurocrine Biosciences (NBIX) | 4.8 | $117M | 1.3M | 86.55 | |
Intuitive Surgical (ISRG) | 3.1 | $76M | 153k | 495.21 | |
UnitedHealth (UNH) | 3.1 | $75M | 300k | 249.38 | |
Biogen Idec (BIIB) | 2.4 | $57M | 180k | 316.38 | |
Irhythm Technologies (IRTC) | 2.2 | $53M | 645k | 81.35 | |
Baxter International (BAX) | 2.2 | $52M | 645k | 81.19 | |
Encompass Health Corp (EHC) | 2.2 | $52M | 815k | 64.03 | |
Humana (HUM) | 2.0 | $50M | 158k | 314.02 | |
Insulet Corporation (PODD) | 2.0 | $48M | 292k | 165.68 | |
Hca Holdings (HCA) | 1.9 | $47M | 520k | 89.85 | |
Centene Corporation (CNC) | 1.8 | $45M | 750k | 59.41 | |
ACADIA Pharmaceuticals (ACAD) | 1.8 | $43M | 1.0M | 42.25 | |
Blueprint Medicines (BPMC) | 1.8 | $43M | 737k | 58.48 | |
Forty Seven | 1.8 | $43M | 447k | 95.42 | |
Alnylam Pharmaceuticals (ALNY) | 1.7 | $42M | 382k | 108.85 | |
Zai Lab (ZLAB) | 1.6 | $39M | 750k | 51.48 | |
Teleflex Incorporated (TFX) | 1.6 | $38M | 130k | 292.86 | |
Agios Pharmaceuticals (AGIO) | 1.5 | $37M | 1.1M | 35.48 | |
Edwards Lifesciences (EW) | 1.5 | $37M | 194k | 188.62 | |
Penumbra (PEN) | 1.5 | $36M | 225k | 161.33 | |
Boston Scientific Corporation (BSX) | 1.5 | $36M | 1.1M | 32.63 | |
Nevro (NVRO) | 1.4 | $35M | 346k | 99.98 | |
Galapagos Nv- (GLPG) | 1.4 | $34M | 175k | 195.92 | |
Sarepta Therapeutics (SRPT) | 1.4 | $34M | 346k | 97.82 | |
Ultragenyx Pharmaceutical (RARE) | 1.4 | $33M | 748k | 44.43 | |
Argenx Se (ARGX) | 1.3 | $33M | 248k | 131.73 | |
BioMarin Pharmaceutical (BMRN) | 1.3 | $32M | 380k | 84.50 | |
Coherus Biosciences (CHRS) | 1.3 | $32M | 2.0M | 16.22 | |
Epizyme | 1.3 | $30M | 2.0M | 15.51 | |
IDEXX Laboratories (IDXX) | 1.3 | $30M | 125k | 242.24 | |
Pacira Pharmaceuticals (PCRX) | 1.2 | $30M | 900k | 33.53 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $30M | 125k | 237.95 | |
Seattle Genetics | 1.2 | $28M | 242k | 115.38 | |
Applied Therapeutics (APLT) | 1.1 | $28M | 846k | 32.69 | |
Ardelyx (ARDX) | 1.1 | $28M | 4.9M | 5.68 | |
Beigene (BGNE) | 1.1 | $26M | 215k | 123.11 | |
Mirati Therapeutics | 1.1 | $26M | 342k | 76.87 | |
Amgen (AMGN) | 1.1 | $26M | 126k | 202.73 | |
Freshpet (FRPT) | 1.0 | $25M | 398k | 63.87 | |
Cigna Corp (CI) | 1.0 | $25M | 141k | 177.18 | |
EXACT Sciences Corporation (EXAS) | 1.0 | $25M | 424k | 58.00 | |
Ascendis Pharma A S (ASND) | 1.0 | $24M | 214k | 112.61 | |
Assembly Biosciences | 0.9 | $22M | 1.5M | 14.83 | |
Align Technology (ALGN) | 0.9 | $22M | 128k | 173.95 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.8 | $19M | 1.2M | 16.33 | |
Uniqure Nv (QURE) | 0.8 | $19M | 400k | 47.45 | |
Amarin Corporation (AMRN) | 0.8 | $19M | 4.7M | 4.00 | |
Incyte Corporation (INCY) | 0.8 | $18M | 250k | 73.23 | |
Mirum Pharmaceuticals (MIRM) | 0.7 | $17M | 1.2M | 14.00 | |
Aprea Therapeutics | 0.7 | $17M | 500k | 34.76 | |
Theravance Biopharma (TBPH) | 0.7 | $17M | 750k | 23.11 | |
Madrigal Pharmaceuticals (MDGL) | 0.7 | $17M | 250k | 66.76 | |
Acadia Healthcare (ACHC) | 0.7 | $17M | 900k | 18.35 | |
Invitae (NVTAQ) | 0.7 | $16M | 1.2M | 13.67 | |
Healthequity (HQY) | 0.6 | $15M | 305k | 50.59 | |
Adaptive Biotechnologies Cor (ADPT) | 0.6 | $15M | 545k | 27.78 | |
Global Blood Therapeutics In | 0.6 | $14M | 280k | 51.09 | |
Immunomedics | 0.6 | $14M | 1.1M | 13.48 | |
Deciphera Pharmaceuticals | 0.6 | $14M | 335k | 41.17 | |
Johnson & Johnson (JNJ) | 0.6 | $14M | 105k | 131.13 | |
Guardant Health (GH) | 0.5 | $13M | 190k | 69.60 | |
Karuna Therapeutics Ord | 0.5 | $13M | 180k | 72.00 | |
Radius Health | 0.5 | $13M | 975k | 13.00 | |
Portola Pharmaceuticals | 0.5 | $13M | 1.8M | 7.13 | |
Inspire Med Sys (INSP) | 0.5 | $12M | 200k | 60.28 | |
Phreesia (PHR) | 0.5 | $12M | 565k | 21.03 | |
Odonate Therapeutics Ord | 0.5 | $12M | 430k | 27.61 | |
Novocure Ltd ord (NVCR) | 0.5 | $12M | 175k | 67.34 | |
Arvinas Ord (ARVN) | 0.5 | $12M | 285k | 40.30 | |
Health Catalyst (HCAT) | 0.5 | $11M | 425k | 26.15 | |
Momenta Pharmaceuticals | 0.4 | $11M | 400k | 27.20 | |
West Pharmaceutical Services (WST) | 0.4 | $11M | 71k | 152.25 | |
Fibrogen (FGEN) | 0.4 | $11M | 306k | 34.75 | |
Cytokinetics Inc note 4.000%11/1 | 0.4 | $11M | 8.0M | 1.32 | |
Allakos (ALLK) | 0.4 | $11M | 235k | 44.49 | |
CONMED Corporation (CNMD) | 0.4 | $10M | 180k | 57.27 | |
Zogenix | 0.4 | $9.9M | 400k | 24.73 | |
Amicus Therapeutics (FOLD) | 0.4 | $9.2M | 1.0M | 9.24 | |
Rigel Pharmaceuticals | 0.4 | $8.6M | 5.5M | 1.56 | |
Retrophin | 0.3 | $8.4M | 575k | 14.59 | |
Translate Bio | 0.3 | $8.2M | 825k | 9.97 | |
Ppd | 0.3 | $8.0M | 450k | 17.81 | |
Compugen (CGEN) | 0.3 | $8.0M | 1.1M | 7.26 | |
Myokardia | 0.3 | $7.7M | 165k | 46.88 | |
Rhythm Pharmaceuticals (RYTM) | 0.3 | $7.6M | 500k | 15.22 | |
Constellation Pharmceticls I | 0.3 | $7.3M | 234k | 31.43 | |
Mersana Therapeutics (MRSN) | 0.3 | $7.2M | 1.2M | 5.83 | |
Imara | 0.3 | $7.1M | 446k | 16.03 | |
Biohaven Pharmaceutical Holding | 0.3 | $6.8M | 200k | 34.03 | |
Homology Medicines | 0.3 | $6.6M | 425k | 15.54 | |
Intersect Ent | 0.2 | $5.9M | 500k | 11.85 | |
Xenon Pharmaceuticals (XENE) | 0.2 | $5.7M | 500k | 11.34 | |
Dynavax Technologies (DVAX) | 0.2 | $5.6M | 1.6M | 3.53 | |
Prothena (PRTA) | 0.2 | $5.4M | 500k | 10.70 | |
Insmed Inc convertible security | 0.2 | $5.0M | 6.0M | 0.84 | |
STAAR Surgical Company (STAA) | 0.2 | $5.0M | 155k | 32.26 | |
Thermo Fisher Scientific (TMO) | 0.2 | $5.0M | 18k | 283.60 | |
Chiasma | 0.2 | $4.9M | 1.4M | 3.65 | |
Spero Therapeutics (SPRO) | 0.2 | $4.9M | 605k | 8.08 | |
Allogene Therapeutics (ALLO) | 0.2 | $4.9M | 250k | 19.44 | |
Paratek Pharmaceuticals | 0.2 | $4.8M | 1.5M | 3.15 | |
Akero Therapeutics (AKRO) | 0.2 | $4.8M | 225k | 21.20 | |
Galera Therapeutics (GRTX) | 0.2 | $4.8M | 500k | 9.50 | |
10x Genomics Inc Cl A (TXG) | 0.2 | $4.7M | 76k | 62.32 | |
Ngm Biopharmaceuticals | 0.2 | $4.3M | 351k | 12.33 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $4.3M | 1.1M | 4.06 | |
Anaptysbio Inc Common (ANAB) | 0.2 | $4.2M | 300k | 14.13 | |
Immunovant (IMVT) | 0.2 | $3.9M | 250k | 15.56 | |
Myovant Sciences | 0.2 | $3.8M | 500k | 7.55 | |
Aeglea Biotherapeutics | 0.2 | $3.7M | 800k | 4.66 | |
Phasebio Pharmaceuticals | 0.2 | $3.7M | 1.1M | 3.31 | |
Passage Bio (PASG) | 0.1 | $3.5M | 225k | 15.75 | |
Obseva Sa | 0.1 | $3.4M | 1.4M | 2.41 | |
Adaptimmune Therapeutics (ADAP) | 0.1 | $3.3M | 1.2M | 2.72 | |
Axonics Modulation Technolog (AXNX) | 0.1 | $3.2M | 125k | 25.41 | |
Trillium Therapeutics, Inc. Cmn | 0.1 | $3.0M | 750k | 4.04 | |
Gamida Cell | 0.1 | $3.0M | 1.0M | 3.02 | |
Global China Cord Blood Corp (CORBF) | 0.1 | $2.9M | 925k | 3.18 | |
Gw Pharmaceuticals Plc ads | 0.1 | $2.6M | 30k | 87.57 | |
Retrophin Inc note 2.500% 9/1 | 0.1 | $2.6M | 3.3M | 0.79 | |
Aclaris Therapeutics (ACRS) | 0.1 | $1.7M | 1.6M | 1.04 | |
Acceleron Pharma | 0.1 | $1.6M | 18k | 89.89 | |
Theravance Biopharma Inc note 3.250%11/0 | 0.1 | $1.4M | 1.5M | 0.97 | |
Macrogenics (MGNX) | 0.1 | $1.3M | 230k | 5.82 | |
Neurocrine Biosciences Inc Note 2.250 5/1 | 0.1 | $1.3M | 1.0M | 1.29 | |
Radius Health Inc note 3.000% 9/0 | 0.0 | $1.1M | 1.5M | 0.71 | |
Pacira Pharmaceuticals Inc convertible security | 0.0 | $966k | 1.0M | 0.97 | |
Five Prime Therapeutics | 0.0 | $908k | 400k | 2.27 | |
Rts/bristol-myers Squibb Compa | 0.0 | $704k | 185k | 3.80 | |
Nabriva Therapeutics | 0.0 | $604k | 1.1M | 0.58 | |
Covetrus | 0.0 | $168k | 21k | 8.12 |