Rock Springs Capital Management as of Sept. 30, 2020
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 148 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Irhythm Technologies (IRTC) | 3.8 | $149M | 625k | 238.11 | |
Neurocrine Biosciences (NBIX) | 3.6 | $141M | 1.5M | 96.16 | |
Immunomedics | 3.4 | $135M | 1.6M | 85.03 | |
UnitedHealth (UNH) | 3.2 | $126M | 405k | 311.77 | |
Humana (HUM) | 2.5 | $100M | 243k | 413.89 | |
Blueprint Medicines (BPMC) | 2.2 | $88M | 953k | 92.70 | |
Intuitive Surgical Com New (ISRG) | 2.2 | $85M | 120k | 709.54 | |
Centene Corporation (CNC) | 2.0 | $77M | 1.3M | 58.33 | |
Argenx Se Sponsored Adr (ARGX) | 1.9 | $76M | 288k | 262.52 | |
Insulet Corporation (PODD) | 1.9 | $75M | 316k | 236.59 | |
Zai Lab Adr (ZLAB) | 1.7 | $69M | 824k | 83.17 | |
Invitae (NVTAQ) | 1.7 | $66M | 1.5M | 43.35 | |
ACADIA Pharmaceuticals (ACAD) | 1.6 | $65M | 1.6M | 41.25 | |
Novavax Com New (NVAX) | 1.6 | $64M | 586k | 108.35 | |
Hca Holdings (HCA) | 1.6 | $62M | 500k | 124.68 | |
Beigene Sponsored Adr (BGNE) | 1.6 | $62M | 215k | 286.44 | |
Pacira Pharmaceuticals (PCRX) | 1.5 | $60M | 1.0M | 60.12 | |
Mirati Therapeutics | 1.5 | $58M | 349k | 166.05 | |
Freshpet (FRPT) | 1.4 | $57M | 507k | 111.65 | |
Agios Pharmaceuticals (AGIO) | 1.4 | $55M | 1.6M | 35.00 | |
Nevro (NVRO) | 1.4 | $54M | 386k | 139.30 | |
Baxter International (BAX) | 1.3 | $52M | 645k | 80.42 | |
Horizon Therapeutics Pub L SHS | 1.3 | $51M | 650k | 77.68 | |
Alnylam Pharmaceuticals (ALNY) | 1.3 | $50M | 340k | 145.60 | |
IDEXX Laboratories (IDXX) | 1.2 | $49M | 125k | 393.11 | |
Biogen Idec (BIIB) | 1.2 | $49M | 173k | 283.68 | |
Seattle Genetics | 1.2 | $49M | 250k | 195.69 | |
Sarepta Therapeutics (SRPT) | 1.2 | $49M | 346k | 140.43 | |
Ultragenyx Pharmaceutical (RARE) | 1.2 | $47M | 577k | 82.19 | |
Align Technology (ALGN) | 1.2 | $47M | 143k | 327.36 | |
Edwards Lifesciences (EW) | 1.2 | $47M | 582k | 79.82 | |
Encompass Health Corp (EHC) | 1.2 | $45M | 698k | 64.98 | |
Teleflex Incorporated (TFX) | 1.1 | $44M | 130k | 340.42 | |
EXACT Sciences Corporation (EXAS) | 1.1 | $43M | 424k | 101.95 | |
Boston Scientific Corporation (BSX) | 1.1 | $42M | 1.1M | 38.21 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.9 | $36M | 234k | 154.32 | |
Mersana Therapeutics (MRSN) | 0.9 | $35M | 1.9M | 18.62 | |
Penumbra (PEN) | 0.8 | $31M | 159k | 194.38 | |
Adaptive Biotechnologies Cor (ADPT) | 0.8 | $31M | 635k | 48.63 | |
Coherus Biosciences (CHRS) | 0.8 | $31M | 1.7M | 18.34 | |
Inspire Med Sys (INSP) | 0.8 | $31M | 236k | 129.05 | |
Epizyme | 0.8 | $30M | 2.6M | 11.93 | |
Madrigal Pharmaceuticals (MDGL) | 0.8 | $30M | 254k | 118.73 | |
Covetrus | 0.8 | $30M | 1.2M | 24.40 | |
Incyte Corporation (INCY) | 0.7 | $27M | 300k | 89.74 | |
Ardelyx (ARDX) | 0.7 | $27M | 5.1M | 5.25 | |
BioMarin Pharmaceutical (BMRN) | 0.7 | $27M | 350k | 76.08 | |
Immunovant (IMVT) | 0.7 | $26M | 742k | 35.19 | |
Alexion Pharmaceuticals | 0.7 | $26M | 225k | 114.43 | |
Health Catalyst (HCAT) | 0.7 | $26M | 703k | 36.60 | |
Phreesia (PHR) | 0.7 | $26M | 800k | 32.13 | |
Mirum Pharmaceuticals (MIRM) | 0.6 | $26M | 1.3M | 19.27 | |
Bright Horizons Fam Sol In D (BFAM) | 0.6 | $25M | 166k | 152.04 | |
Galapagos Nv Spon Adr (GLPG) | 0.6 | $25M | 175k | 141.91 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.6 | $25M | 1.2M | 20.82 | |
Assembly Biosciences | 0.6 | $24M | 1.5M | 16.44 | |
Inozyme Pharma (INZY) | 0.6 | $23M | 880k | 26.29 | |
Kymera Therapeutics (KYMR) | 0.6 | $23M | 710k | 32.31 | |
Acadia Healthcare (ACHC) | 0.6 | $22M | 760k | 29.48 | |
Guardant Health (GH) | 0.5 | $21M | 190k | 111.78 | |
Momenta Pharmaceuticals | 0.5 | $21M | 400k | 52.48 | |
Applied Therapeutics (APLT) | 0.5 | $21M | 992k | 20.76 | |
Royalty Pharma Shs Cl A (RPRX) | 0.5 | $20M | 485k | 42.07 | |
Athira Pharma (ATHA) | 0.5 | $20M | 1.1M | 18.46 | |
Allakos (ALLK) | 0.5 | $20M | 242k | 81.45 | |
Novocure Ord Shs (NVCR) | 0.5 | $20M | 175k | 111.31 | |
Ppd | 0.5 | $19M | 525k | 36.99 | |
Retrophin | 0.5 | $19M | 1.0M | 18.46 | |
Karuna Therapeutics Ord | 0.5 | $19M | 244k | 77.32 | |
Healthequity (HQY) | 0.5 | $19M | 360k | 51.37 | |
Compugen Ord (CGEN) | 0.5 | $18M | 1.1M | 16.25 | |
Amarin Corp Spons Adr New (AMRN) | 0.5 | $18M | 4.4M | 4.21 | |
Tg Therapeutics (TGTX) | 0.5 | $18M | 683k | 26.76 | |
Cytokinetics Note 4.000%11/1 (Principal) | 0.5 | $18M | 8.0M | 2.22 | |
Relay Therapeutics (RLAY) | 0.4 | $18M | 414k | 42.59 | |
Shockwave Med | 0.4 | $17M | 220k | 75.80 | |
Nkarta (NKTX) | 0.4 | $16M | 541k | 30.06 | |
Gossamer Bio Note 5.000% 6/0 (Principal) | 0.4 | $16M | 16M | 1.03 | |
Oak Street Health | 0.4 | $16M | 300k | 53.44 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.4 | $16M | 2.0M | 7.98 | |
Uniqure Nv SHS (QURE) | 0.4 | $15M | 413k | 36.83 | |
Amicus Therapeutics (FOLD) | 0.4 | $15M | 1.0M | 14.12 | |
CONMED Corporation (CNMD) | 0.4 | $14M | 180k | 78.67 | |
Spero Therapeutics (SPRO) | 0.4 | $14M | 1.2M | 11.16 | |
Akero Therapeutics (AKRO) | 0.3 | $13M | 423k | 30.79 | |
Fibrogen (FGEN) | 0.3 | $13M | 309k | 41.12 | |
Accolade (ACCD) | 0.3 | $13M | 325k | 38.87 | |
Aprea Therapeutics | 0.3 | $13M | 518k | 24.06 | |
Theravance Biopharma (TBPH) | 0.3 | $12M | 824k | 14.78 | |
Gw Pharmaceuticals Ads | 0.3 | $12M | 119k | 97.35 | |
Fusion Pharmaceuticals | 0.3 | $11M | 948k | 12.02 | |
Rigel Pharmaceuticals Com New | 0.3 | $11M | 4.7M | 2.40 | |
Aurinia Pharmaceuticals (AUPH) | 0.3 | $11M | 773k | 14.73 | |
Arvinas Ord (ARVN) | 0.3 | $11M | 482k | 23.61 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.3 | $11M | 1.7M | 6.50 | |
Aeglea Biotherapeutics | 0.3 | $11M | 1.6M | 7.09 | |
Trillium Therapeutics Com New | 0.3 | $11M | 771k | 14.21 | |
Prelude Therapeutics (PRLD) | 0.3 | $11M | 360k | 30.13 | |
Protara Therapeutics Com Stk (TARA) | 0.3 | $11M | 644k | 16.83 | |
Constellation Pharmceticls I | 0.3 | $10M | 516k | 20.26 | |
Prothena Corp SHS (PRTA) | 0.3 | $10M | 1.0M | 9.99 | |
Rhythm Pharmaceuticals (RYTM) | 0.3 | $10M | 464k | 21.67 | |
10x Genomics Cl A Com (TXG) | 0.2 | $9.5M | 76k | 124.68 | |
Radius Health Com New | 0.2 | $9.2M | 814k | 11.34 | |
Chiasma | 0.2 | $9.2M | 2.1M | 4.30 | |
Paratek Pharmaceuticals | 0.2 | $9.1M | 1.7M | 5.41 | |
Nurix Therapeutics (NRIX) | 0.2 | $9.0M | 258k | 34.91 | |
Translate Bio | 0.2 | $8.7M | 643k | 13.61 | |
Gamida Cell SHS | 0.2 | $8.4M | 2.0M | 4.15 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $8.2M | 58k | 142.59 | |
Intersect Ent | 0.2 | $8.2M | 500k | 16.31 | |
West Pharmaceutical Services (WST) | 0.2 | $7.8M | 29k | 274.91 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $7.8M | 252k | 30.87 | |
Zogenix Com New | 0.2 | $7.5M | 416k | 17.93 | |
Imara | 0.2 | $7.3M | 359k | 20.34 | |
Myovant Sciences | 0.2 | $7.2M | 513k | 14.05 | |
Annexon (ANNX) | 0.2 | $7.2M | 237k | 30.23 | |
Dynavax Technologies Corp Com New (DVAX) | 0.2 | $7.1M | 1.6M | 4.32 | |
Macrogenics (MGNX) | 0.2 | $6.6M | 263k | 25.19 | |
Odonate Therapeutics Ord | 0.2 | $6.6M | 489k | 13.43 | |
Insmed Note 1.750% 1/1 (Principal) | 0.2 | $6.5M | 6.0M | 1.09 | |
Atreca Cl A Com (BCEL) | 0.2 | $6.3M | 451k | 13.97 | |
Ngm Biopharmaceuticals | 0.1 | $5.7M | 361k | 15.91 | |
Xenon Pharmaceuticals (XENE) | 0.1 | $5.7M | 516k | 11.07 | |
Iteos Therapeutics (ITOS) | 0.1 | $5.6M | 227k | 24.67 | |
Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $5.6M | 100k | 55.60 | |
Acelrx Pharmaceuticals | 0.1 | $5.4M | 3.8M | 1.42 | |
Aclaris Therapeutics (ACRS) | 0.1 | $5.3M | 2.1M | 2.57 | |
Galera Therapeutics (GRTX) | 0.1 | $5.1M | 568k | 9.04 | |
Panacea Acquisition Corp Unit 99/99/9999 | 0.1 | $4.8M | 402k | 12.00 | |
Phasebio Pharmaceuticals | 0.1 | $4.6M | 1.3M | 3.51 | |
Anaptysbio Inc Common (ANAB) | 0.1 | $4.6M | 309k | 14.75 | |
Cytokinetics Com New (CYTK) | 0.1 | $4.5M | 207k | 21.65 | |
Obseva Sa | 0.1 | $3.6M | 1.4M | 2.48 | |
Poseida Therapeutics I (PSTX) | 0.1 | $3.3M | 368k | 8.87 | |
Global Cord Blood Corporatio SHS (CORBF) | 0.1 | $3.2M | 905k | 3.54 | |
Retrophin Note 2.500% 9/1 (Principal) | 0.1 | $2.8M | 3.3M | 0.86 | |
Passage Bio (PASG) | 0.1 | $2.7M | 206k | 13.11 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.4M | 9.0k | 272.11 | |
Igm Biosciences (IGMS) | 0.0 | $1.5M | 20k | 73.83 | |
Neurocrine Biosciences Note 2.250% 5/1 (Principal) | 0.0 | $1.4M | 1.0M | 1.39 | |
Theravance Biopharma Note 3.250%11/0 (Principal) | 0.0 | $1.3M | 1.5M | 0.88 | |
Five Prime Therapeutics | 0.0 | $1.3M | 272k | 4.70 | |
Radius Health Note 3.000% 9/0 (Principal) | 0.0 | $1.2M | 1.5M | 0.83 | |
Pacira Biosciences Note 2.375% 4/0 (Principal) | 0.0 | $1.2M | 1.0M | 1.15 | |
Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $775k | 500k | 1.55 | |
Nabriva Therapeutics SHS | 0.0 | $569k | 1.1M | 0.53 | |
Bristol-myers Squibb Right 99/99/9999 | 0.0 | $417k | 185k | 2.25 |