Rock Springs Capital Management as of March 31, 2022
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 135 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Agilon Health (AGL) | 4.9 | $194M | 7.6M | 25.35 | |
Humana (HUM) | 4.0 | $160M | 369k | 435.17 | |
Insulet Corporation (PODD) | 3.2 | $128M | 482k | 266.39 | |
UnitedHealth (UNH) | 3.1 | $122M | 240k | 509.97 | |
IDEXX Laboratories (IDXX) | 3.0 | $120M | 219k | 547.06 | |
Argenx Se Sponsored Adr (ARGX) | 2.8 | $110M | 350k | 315.31 | |
Neurocrine Biosciences (NBIX) | 2.6 | $104M | 1.1M | 93.75 | |
Align Technology (ALGN) | 2.4 | $94M | 217k | 436.00 | |
Hca Holdings (HCA) | 2.4 | $94M | 375k | 250.62 | |
Intuitive Surgical Com New (ISRG) | 2.3 | $90M | 299k | 301.68 | |
Horizon Therapeutics Pub L SHS | 2.0 | $79M | 746k | 105.21 | |
Agios Pharmaceuticals (AGIO) | 2.0 | $78M | 2.7M | 29.11 | |
Evolent Health Cl A (EVH) | 1.9 | $77M | 2.4M | 32.30 | |
Pacira Pharmaceuticals (PCRX) | 1.9 | $76M | 1.0M | 76.32 | |
Immunocore Hldgs Ads (IMCR) | 1.9 | $76M | 2.6M | 29.90 | |
Ultragenyx Pharmaceutical (RARE) | 1.9 | $75M | 1.0M | 72.62 | |
Edwards Lifesciences (EW) | 1.8 | $70M | 597k | 117.72 | |
Irhythm Technologies (IRTC) | 1.7 | $69M | 436k | 157.47 | |
Aclaris Therapeutics (ACRS) | 1.7 | $67M | 3.9M | 17.24 | |
Freshpet (FRPT) | 1.5 | $61M | 593k | 102.64 | |
Blueprint Medicines (BPMC) | 1.5 | $61M | 948k | 63.88 | |
Cerevel Therapeutics Hldng I (CERE) | 1.5 | $60M | 1.7M | 35.01 | |
Baxter International (BAX) | 1.5 | $58M | 751k | 77.54 | |
Shockwave Med | 1.4 | $56M | 272k | 207.36 | |
Karuna Therapeutics Ord | 1.4 | $55M | 433k | 126.79 | |
Alnylam Pharmaceuticals (ALNY) | 1.4 | $54M | 333k | 163.29 | |
Dex (DXCM) | 1.3 | $53M | 104k | 511.60 | |
Zai Lab Adr (ZLAB) | 1.3 | $53M | 1.2M | 43.98 | |
Nevro (NVRO) | 1.3 | $52M | 722k | 72.33 | |
Acadia Healthcare (ACHC) | 1.2 | $49M | 754k | 65.53 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 1.2 | $49M | 418k | 117.36 | |
Mirati Therapeutics | 1.2 | $46M | 560k | 82.22 | |
Penumbra (PEN) | 1.1 | $45M | 205k | 222.13 | |
EXACT Sciences Corporation (EXAS) | 1.0 | $40M | 570k | 69.92 | |
Seagen | 1.0 | $39M | 271k | 144.05 | |
Sierra Oncology Com New | 0.9 | $38M | 1.2M | 32.05 | |
Mirum Pharmaceuticals (MIRM) | 0.9 | $37M | 1.7M | 22.02 | |
Encompass Health Corp (EHC) | 0.9 | $36M | 503k | 71.11 | |
Warby Parker Cl A Com (WRBY) | 0.9 | $35M | 1.0M | 33.81 | |
Sarepta Therapeutics (SRPT) | 0.8 | $33M | 428k | 78.12 | |
Novavax Com New (NVAX) | 0.8 | $33M | 448k | 73.65 | |
Kymera Therapeutics (KYMR) | 0.8 | $32M | 756k | 42.32 | |
Arvinas Ord (ARVN) | 0.8 | $31M | 458k | 67.30 | |
CONMED Corporation (CNMD) | 0.8 | $30M | 203k | 148.55 | |
Cytokinetics Note 4.000%11/1 (Principal) | 0.7 | $29M | 8.0M | 3.66 | |
West Pharmaceutical Services (WST) | 0.7 | $28M | 69k | 410.71 | |
Covetrus | 0.7 | $28M | 1.7M | 16.79 | |
Madrigal Pharmaceuticals (MDGL) | 0.7 | $27M | 274k | 98.12 | |
Invitae (NVTAQ) | 0.7 | $27M | 3.3M | 7.97 | |
Accolade (ACCD) | 0.7 | $26M | 1.5M | 17.56 | |
Abcam Ads | 0.7 | $26M | 1.4M | 18.29 | |
Xenon Pharmaceuticals (XENE) | 0.6 | $26M | 843k | 30.57 | |
Phreesia (PHR) | 0.6 | $25M | 950k | 26.36 | |
Travere Therapeutics (TVTX) | 0.6 | $25M | 952k | 25.77 | |
Prothena Corp SHS (PRTA) | 0.6 | $24M | 664k | 36.57 | |
Health Catalyst (HCAT) | 0.6 | $24M | 914k | 26.13 | |
Prometheus Biosciences | 0.6 | $24M | 624k | 37.76 | |
Aura Biosciences (AURA) | 0.6 | $22M | 1.0M | 22.00 | |
BioMarin Pharmaceutical (BMRN) | 0.5 | $20M | 265k | 77.10 | |
Lifestance Health Group (LFST) | 0.5 | $20M | 2.0M | 10.11 | |
Cincor Pharma | 0.5 | $18M | 1.0M | 17.54 | |
Relay Therapeutics (RLAY) | 0.5 | $18M | 602k | 29.93 | |
Pulmonx Corp (LUNG) | 0.4 | $17M | 702k | 24.81 | |
Olink Hldg Ab Sponsored Ads (OLK) | 0.4 | $17M | 986k | 17.66 | |
Dynavax Technologies Corp Com New (DVAX) | 0.4 | $17M | 1.6M | 10.84 | |
Intersect Ent | 0.4 | $15M | 550k | 28.01 | |
Mersana Therapeutics (MRSN) | 0.4 | $15M | 3.8M | 3.99 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.4 | $15M | 411k | 36.34 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.4 | $15M | 725k | 20.36 | |
Rigel Pharmaceuticals Com New | 0.4 | $15M | 4.9M | 2.99 | |
Amarin Corp Spons Adr New (AMRN) | 0.4 | $15M | 4.4M | 3.29 | |
Novocure Ord Shs (NVCR) | 0.4 | $15M | 175k | 82.85 | |
Rhythm Pharmaceuticals (RYTM) | 0.4 | $14M | 1.2M | 11.52 | |
Anaptysbio Inc Common (ANAB) | 0.4 | $14M | 563k | 24.74 | |
Guardant Health (GH) | 0.3 | $13M | 200k | 66.24 | |
Amylyx Pharmaceuticals (AMLX) | 0.3 | $13M | 998k | 12.85 | |
Verve Therapeutics (VERV) | 0.3 | $12M | 504k | 22.82 | |
Chinook Therapeutics | 0.3 | $12M | 700k | 16.36 | |
Amryt Pharma Sponsored Ads | 0.3 | $11M | 1.3M | 8.27 | |
Fulcrum Therapeutics (FULC) | 0.3 | $10M | 435k | 23.65 | |
Orion Acquisition Corp Unit 02/19/2026 | 0.2 | $9.8M | 1.0M | 9.82 | |
Amicus Therapeutics (FOLD) | 0.2 | $9.6M | 1.0M | 9.47 | |
Aurinia Pharmaceuticals (AUPH) | 0.2 | $9.5M | 771k | 12.38 | |
Graphite Bio | 0.2 | $9.1M | 1.8M | 5.10 | |
Akero Therapeutics (AKRO) | 0.2 | $9.0M | 635k | 14.19 | |
Gamida Cell SHS | 0.2 | $8.9M | 2.2M | 4.15 | |
Spero Therapeutics (SPRO) | 0.2 | $8.6M | 991k | 8.70 | |
Xilio Therapeutics (XLO) | 0.2 | $8.4M | 1.2M | 7.07 | |
Epizyme | 0.2 | $8.4M | 7.3M | 1.15 | |
Macrogenics (MGNX) | 0.2 | $8.2M | 933k | 8.81 | |
Gossamer Bio Note 5.000% 6/0 (Principal) | 0.2 | $7.7M | 9.6M | 0.80 | |
Athira Pharma (ATHA) | 0.2 | $7.5M | 552k | 13.50 | |
Fusion Pharmaceuticals | 0.2 | $7.4M | 948k | 7.77 | |
Compass Therapeutics (CMPX) | 0.2 | $7.3M | 5.3M | 1.37 | |
Cullinan Oncology (CGEM) | 0.2 | $6.8M | 653k | 10.47 | |
Mereo Biopharma Group Ads (MREO) | 0.2 | $6.8M | 6.1M | 1.12 | |
Leap Therapeutics | 0.2 | $6.3M | 3.6M | 1.75 | |
Edap Tms S A Sponsored Adr (EDAP) | 0.1 | $5.9M | 820k | 7.25 | |
Nkarta (NKTX) | 0.1 | $5.8M | 510k | 11.38 | |
Design Therapeutics (DSGN) | 0.1 | $5.6M | 346k | 16.15 | |
Icosavax | 0.1 | $5.4M | 762k | 7.04 | |
Biomea Fusion (BMEA) | 0.1 | $5.2M | 1.2M | 4.46 | |
Paratek Pharmaceuticals | 0.1 | $5.1M | 1.7M | 2.97 | |
Theseus Pharmaceuticals | 0.1 | $5.0M | 437k | 11.53 | |
Inozyme Pharma (INZY) | 0.1 | $4.9M | 1.2M | 4.09 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.1 | $4.7M | 2.3M | 2.06 | |
Fate Therapeutics (FATE) | 0.1 | $4.3M | 110k | 38.77 | |
Aeglea Biotherapeutics | 0.1 | $4.2M | 1.8M | 2.30 | |
Compugen Ord (CGEN) | 0.1 | $4.2M | 1.3M | 3.22 | |
Eqrx | 0.1 | $4.1M | 1.0M | 4.13 | |
Kinnate Biopharma | 0.1 | $3.9M | 344k | 11.26 | |
Phasebio Pharmaceuticals | 0.1 | $3.4M | 2.6M | 1.32 | |
Travere Therapeutics Note 2.500% 9/1 (Principal) | 0.1 | $3.4M | 3.3M | 1.04 | |
Reneo Pharmaceuticals (RPHM) | 0.1 | $3.4M | 1.1M | 2.94 | |
Vigil Neuroscience (VIGL) | 0.1 | $3.3M | 472k | 7.03 | |
Celldex Therapeutics Com New (CLDX) | 0.1 | $3.3M | 97k | 34.06 | |
Spruce Biosciences (SPRB) | 0.1 | $3.3M | 1.6M | 2.01 | |
Vincerx Pharma Com New (VINC) | 0.1 | $3.3M | 814k | 4.00 | |
Essa Pharma Com New (EPIX) | 0.1 | $3.2M | 525k | 6.18 | |
Bcls Acquisition Corp Com Cl A | 0.1 | $3.1M | 309k | 9.87 | |
Tempest Therapeutics (TPST) | 0.1 | $2.8M | 824k | 3.38 | |
F-star Therapeutics | 0.1 | $2.7M | 752k | 3.55 | |
Prelude Therapeutics (PRLD) | 0.1 | $2.5M | 369k | 6.90 | |
Jiya Acquisition Corp Com Cl A | 0.1 | $2.0M | 206k | 9.83 | |
Acelrx Pharmaceuticals | 0.0 | $1.8M | 6.3M | 0.29 | |
Imara | 0.0 | $1.6M | 842k | 1.88 | |
Applied Therapeutics (APLT) | 0.0 | $1.5M | 702k | 2.11 | |
Radius Health Note 3.000% 9/0 (Principal) | 0.0 | $1.5M | 1.5M | 0.99 | |
Atreca Cl A Com (BCEL) | 0.0 | $1.5M | 463k | 3.17 | |
Theravance Biopharma Note 3.250%11/0 (Principal) | 0.0 | $1.4M | 1.5M | 0.95 | |
Shattuck Labs (STTK) | 0.0 | $1.3M | 314k | 4.26 | |
Neurocrine Biosciences Note 2.250% 5/1 (Principal) | 0.0 | $1.3M | 1.0M | 1.32 | |
Poseida Therapeutics I (PSTX) | 0.0 | $1.3M | 290k | 4.48 | |
Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $541k | 500k | 1.08 | |
Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $108k | 134k | 0.81 |