Rock Springs Capital Management as of June 30, 2020
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 143 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Neurocrine Biosciences (NBIX) | 4.6 | $167M | 1.4M | 122.00 | |
UnitedHealth (UNH) | 3.3 | $120M | 405k | 294.95 | |
Centene Corporation (CNC) | 2.3 | $84M | 1.3M | 63.55 | |
Irhythm Technologies (IRTC) | 2.1 | $75M | 651k | 115.89 | |
Blueprint Medicines (BPMC) | 2.1 | $75M | 960k | 78.00 | |
Humana (HUM) | 2.0 | $74M | 191k | 387.75 | |
Intuitive Surgical Com New (ISRG) | 1.9 | $68M | 120k | 569.83 | |
Zai Lab Adr (ZLAB) | 1.8 | $67M | 813k | 82.13 | |
Argenx Se Sponsored Adr (ARGX) | 1.8 | $65M | 288k | 225.23 | |
Agios Pharmaceuticals (AGIO) | 1.7 | $63M | 1.2M | 53.48 | |
Immunomedics | 1.6 | $60M | 1.7M | 35.44 | |
Insulet Corporation (PODD) | 1.6 | $57M | 293k | 194.26 | |
Baxter International (BAX) | 1.5 | $56M | 645k | 86.10 | |
Sarepta Therapeutics (SRPT) | 1.5 | $55M | 346k | 160.34 | |
Hca Holdings (HCA) | 1.5 | $53M | 550k | 97.06 | |
Encompass Health Corp (EHC) | 1.4 | $52M | 833k | 61.93 | |
ACADIA Pharmaceuticals (ACAD) | 1.4 | $51M | 1.1M | 48.47 | |
Alnylam Pharmaceuticals (ALNY) | 1.4 | $51M | 345k | 148.11 | |
Ultragenyx Pharmaceutical (RARE) | 1.4 | $51M | 647k | 78.22 | |
Pacira Pharmaceuticals (PCRX) | 1.3 | $49M | 925k | 52.47 | |
Biogen Idec (BIIB) | 1.3 | $48M | 180k | 267.55 | |
BioMarin Pharmaceutical (BMRN) | 1.3 | $48M | 388k | 123.34 | |
Novavax Com New (NVAX) | 1.3 | $48M | 571k | 83.35 | |
Teleflex Incorporated (TFX) | 1.3 | $47M | 130k | 363.98 | |
Nevro (NVRO) | 1.3 | $46M | 386k | 119.47 | |
Invitae (NVTAQ) | 1.3 | $46M | 1.5M | 30.29 | |
Mersana Therapeutics (MRSN) | 1.2 | $44M | 1.9M | 23.40 | |
Seattle Genetics | 1.2 | $43M | 250k | 169.92 | |
Portola Pharmaceuticals | 1.1 | $42M | 2.3M | 17.99 | |
IDEXX Laboratories (IDXX) | 1.1 | $41M | 125k | 330.16 | |
Beigene Sponsored Adr (BGNE) | 1.1 | $41M | 215k | 188.40 | |
Edwards Lifesciences (EW) | 1.1 | $40M | 582k | 69.11 | |
Freshpet (FRPT) | 1.1 | $40M | 476k | 83.66 | |
Mirati Therapeutics | 1.1 | $40M | 349k | 114.17 | |
Align Technology (ALGN) | 1.1 | $39M | 143k | 274.44 | |
Boston Scientific Corporation (BSX) | 1.1 | $39M | 1.1M | 35.11 | |
Penumbra (PEN) | 1.0 | $37M | 207k | 178.82 | |
EXACT Sciences Corporation (EXAS) | 1.0 | $37M | 424k | 86.94 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.0 | $36M | 125k | 290.31 | |
Coherus Biosciences (CHRS) | 1.0 | $36M | 2.0M | 17.86 | |
Applied Therapeutics (APLT) | 1.0 | $36M | 992k | 36.15 | |
Assembly Biosciences | 1.0 | $35M | 1.5M | 23.32 | |
Ardelyx (ARDX) | 1.0 | $35M | 5.0M | 6.92 | |
Galapagos Nv Spon Adr (GLPG) | 0.9 | $35M | 175k | 197.29 | |
Epizyme | 0.9 | $34M | 2.1M | 16.06 | |
Amarin Corp Spons Adr New (AMRN) | 0.9 | $32M | 4.7M | 6.92 | |
Ascendis Pharma A S Sponsored Adr (ASND) | 0.9 | $32M | 214k | 147.90 | |
Cigna Corp (CI) | 0.8 | $30M | 161k | 187.65 | |
Amgen (AMGN) | 0.8 | $30M | 126k | 235.86 | |
Madrigal Pharmaceuticals (MDGL) | 0.8 | $29M | 254k | 113.25 | |
Adaptive Biotechnologies Cor (ADPT) | 0.8 | $28M | 575k | 48.38 | |
Incyte Corporation (INCY) | 0.7 | $26M | 250k | 103.97 | |
Mirum Pharmaceuticals (MIRM) | 0.7 | $26M | 1.3M | 19.46 | |
Royalty Pharma Shs Cl A (RPRX) | 0.7 | $24M | 500k | 48.55 | |
Inspire Med Sys (INSP) | 0.6 | $23M | 265k | 87.02 | |
Karuna Therapeutics Ord | 0.6 | $23M | 203k | 111.46 | |
Acadia Healthcare (ACHC) | 0.6 | $23M | 900k | 25.12 | |
Retrophin | 0.6 | $21M | 1.0M | 20.41 | |
Alexion Pharmaceuticals | 0.6 | $21M | 184k | 112.24 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.6 | $21M | 1.2M | 17.50 | |
Aprea Therapeutics | 0.6 | $20M | 518k | 38.78 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.5 | $20M | 2.0M | 10.01 | |
Cytokinetics Note 4.000%11/1 (Principal) | 0.5 | $19M | 8.0M | 2.39 | |
Allogene Therapeutics (ALLO) | 0.5 | $19M | 441k | 42.82 | |
Healthequity (HQY) | 0.5 | $19M | 320k | 58.67 | |
Odonate Therapeutics Ord | 0.5 | $19M | 437k | 42.34 | |
Phreesia (PHR) | 0.5 | $18M | 652k | 28.28 | |
Uniqure Nv SHS (QURE) | 0.5 | $18M | 407k | 45.06 | |
Global Blood Therapeutics In | 0.5 | $18M | 288k | 63.13 | |
Theravance Biopharma (TBPH) | 0.5 | $17M | 828k | 20.99 | |
Allakos (ALLK) | 0.5 | $17M | 239k | 71.86 | |
Compugen Ord (CGEN) | 0.5 | $17M | 1.1M | 15.02 | |
Myokardia | 0.5 | $17M | 173k | 96.62 | |
Fusion Pharmaceuticals | 0.4 | $16M | 937k | 17.47 | |
Arvinas Ord (ARVN) | 0.4 | $16M | 482k | 33.54 | |
West Pharmaceutical Services (WST) | 0.4 | $16M | 71k | 227.17 | |
Gossamer Bio Note 5.000% 6/0 (Principal) | 0.4 | $16M | 16M | 1.01 | |
Constellation Pharmceticls I | 0.4 | $16M | 516k | 30.05 | |
Guardant Health (GH) | 0.4 | $15M | 190k | 81.13 | |
Amicus Therapeutics (FOLD) | 0.4 | $15M | 1.0M | 15.08 | |
Covetrus | 0.4 | $15M | 838k | 17.89 | |
Biohaven Pharmaceutical Holding | 0.4 | $15M | 204k | 73.11 | |
Johnson & Johnson (JNJ) | 0.4 | $15M | 105k | 140.63 | |
Gw Pharmaceuticals Ads | 0.4 | $15M | 120k | 122.72 | |
Dynavax Technologies Corp Com New (DVAX) | 0.4 | $15M | 1.7M | 8.87 | |
Aeglea Biotherapeutics | 0.4 | $15M | 1.6M | 9.25 | |
Radius Health Com New | 0.4 | $14M | 1.0M | 13.63 | |
Momenta Pharmaceuticals | 0.4 | $13M | 400k | 33.27 | |
Tg Therapeutics (TGTX) | 0.4 | $13M | 683k | 19.48 | |
Ppd | 0.4 | $13M | 488k | 26.80 | |
CONMED Corporation (CNMD) | 0.4 | $13M | 180k | 71.99 | |
Fibrogen (FGEN) | 0.4 | $13M | 315k | 40.53 | |
Deciphera Pharmaceuticals | 0.3 | $13M | 210k | 59.72 | |
Health Catalyst (HCAT) | 0.3 | $12M | 425k | 29.17 | |
Translate Bio | 0.3 | $12M | 661k | 17.92 | |
Bright Horizons Fam Sol In D (BFAM) | 0.3 | $12M | 99k | 117.20 | |
Rhythm Pharmaceuticals (RYTM) | 0.3 | $11M | 512k | 22.30 | |
Zogenix Com New | 0.3 | $11M | 416k | 27.01 | |
Immunovant (IMVT) | 0.3 | $11M | 452k | 24.35 | |
Rigel Pharmaceuticals Com New | 0.3 | $11M | 5.9M | 1.83 | |
Myovant Sciences | 0.3 | $11M | 508k | 20.62 | |
Novocure Ord Shs (NVCR) | 0.3 | $10M | 175k | 59.30 | |
Prothena Corp SHS (PRTA) | 0.3 | $10M | 989k | 10.46 | |
Imara | 0.3 | $10M | 365k | 27.63 | |
Shockwave Med | 0.3 | $9.4M | 198k | 47.37 | |
Gamida Cell SHS | 0.3 | $9.2M | 2.0M | 4.57 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $8.8M | 206k | 42.56 | |
Paratek Pharmaceuticals | 0.2 | $8.6M | 1.7M | 5.22 | |
Repare Therapeutics Ord (RPTX) | 0.2 | $8.5M | 275k | 31.02 | |
Obseva Sa | 0.2 | $8.4M | 1.4M | 5.89 | |
Spero Therapeutics (SPRO) | 0.2 | $8.3M | 615k | 13.53 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.2 | $8.3M | 1.7M | 4.77 | |
Staar Surgical Com Par $0.01 (STAA) | 0.2 | $8.0M | 130k | 61.54 | |
Chiasma | 0.2 | $7.5M | 1.4M | 5.38 | |
Bellus Health Com New | 0.2 | $7.2M | 696k | 10.29 | |
Ngm Biopharmaceuticals | 0.2 | $7.1M | 357k | 19.74 | |
Igm Biosciences (IGMS) | 0.2 | $7.0M | 95k | 73.00 | |
Anaptysbio Inc Common (ANAB) | 0.2 | $6.9M | 307k | 22.34 | |
10x Genomics Cl A Com (TXG) | 0.2 | $6.8M | 76k | 89.32 | |
Intersect Ent | 0.2 | $6.8M | 500k | 13.54 | |
Macrogenics (MGNX) | 0.2 | $6.5M | 235k | 27.92 | |
Xenon Pharmaceuticals (XENE) | 0.2 | $6.5M | 516k | 12.54 | |
Trillium Therapeutics Com New | 0.2 | $6.2M | 763k | 8.09 | |
Akero Therapeutics (AKRO) | 0.2 | $6.1M | 243k | 24.92 | |
Insmed Note 1.750% 1/1 (Principal) | 0.2 | $5.9M | 6.0M | 0.98 | |
Passage Bio (PASG) | 0.2 | $5.6M | 203k | 27.33 | |
Burning Rock Biotech Sponsored Ads | 0.1 | $5.4M | 200k | 27.01 | |
Homology Medicines | 0.1 | $5.3M | 352k | 15.19 | |
Phasebio Pharmaceuticals | 0.1 | $5.3M | 1.1M | 4.60 | |
Galera Therapeutics (GRTX) | 0.1 | $4.1M | 568k | 7.14 | |
Inari Medical Ord (NARI) | 0.1 | $3.9M | 80k | 48.44 | |
Global Cord Blood Corporatio SHS (CORBF) | 0.1 | $2.9M | 925k | 3.10 | |
Retrophin Note 2.500% 9/1 (Principal) | 0.1 | $2.7M | 3.3M | 0.83 | |
Aclaris Therapeutics (ACRS) | 0.1 | $2.7M | 1.6M | 1.62 | |
Five Prime Therapeutics | 0.1 | $2.5M | 407k | 6.10 | |
Cytokinetics Com New (CYTK) | 0.1 | $1.8M | 77k | 23.57 | |
Neurocrine Biosciences Note 2.250% 5/1 (Principal) | 0.0 | $1.7M | 1.0M | 1.67 | |
Theravance Biopharma Note 3.250%11/0 (Principal) | 0.0 | $1.5M | 1.5M | 0.97 | |
Radius Health Note 3.000% 9/0 (Principal) | 0.0 | $1.1M | 1.5M | 0.74 | |
Pacira Biosciences Note 2.375% 4/0 (Principal) | 0.0 | $1.1M | 1.0M | 1.09 | |
Nabriva Therapeutics SHS | 0.0 | $720k | 1.1M | 0.67 | |
Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $683k | 500k | 1.37 | |
Bristol-myers Squibb Right 99/99/9999 | 0.0 | $663k | 185k | 3.58 |