Rock Springs Capital Management as of Dec. 31, 2022
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 120 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Humana (HUM) | 5.3 | $218M | 427k | 512.19 | |
Immunocore Hldgs Ads (IMCR) | 4.6 | $190M | 3.3M | 57.07 | |
Insulet Corporation (PODD) | 3.7 | $154M | 524k | 294.39 | |
UnitedHealth (UNH) | 3.4 | $143M | 270k | 530.18 | |
Neurocrine Biosciences (NBIX) | 3.2 | $134M | 1.1M | 119.44 | |
Argenx Se Sponsored Adr (ARGX) | 3.2 | $133M | 350k | 378.83 | |
Agilon Health (AGL) | 3.1 | $127M | 7.9M | 16.14 | |
Prometheus Biosciences | 2.7 | $114M | 1.0M | 110.00 | |
Penumbra (PEN) | 2.7 | $113M | 508k | 222.46 | |
Evolent Health Cl A (EVH) | 2.6 | $107M | 3.8M | 28.08 | |
Madrigal Pharmaceuticals (MDGL) | 2.4 | $101M | 348k | 290.25 | |
IDEXX Laboratories (IDXX) | 2.0 | $85M | 208k | 407.96 | |
Horizon Therapeutics Pub L SHS | 2.0 | $84M | 740k | 113.80 | |
Agios Pharmaceuticals (AGIO) | 2.0 | $84M | 3.0M | 28.08 | |
Blueprint Medicines (BPMC) | 2.0 | $83M | 1.9M | 43.81 | |
Karuna Therapeutics Ord | 2.0 | $81M | 414k | 196.50 | |
Intuitive Surgical Com New (ISRG) | 1.9 | $79M | 299k | 265.35 | |
Cerevel Therapeutics Hldng I (CERE) | 1.9 | $79M | 2.5M | 31.54 | |
Alnylam Pharmaceuticals (ALNY) | 1.9 | $79M | 333k | 237.65 | |
Akero Therapeutics (AKRO) | 1.8 | $77M | 1.4M | 54.80 | |
Acadia Healthcare (ACHC) | 1.7 | $70M | 846k | 82.32 | |
Align Technology (ALGN) | 1.5 | $64M | 302k | 210.90 | |
Aclaris Therapeutics (ACRS) | 1.5 | $62M | 4.0M | 15.75 | |
Ultragenyx Pharmaceutical (RARE) | 1.4 | $60M | 1.3M | 46.33 | |
Baxter International (BAX) | 1.4 | $59M | 1.2M | 50.97 | |
Sarepta Therapeutics (SRPT) | 1.4 | $57M | 436k | 129.58 | |
Dex (DXCM) | 1.3 | $56M | 491k | 113.24 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 1.3 | $52M | 426k | 122.13 | |
Seagen | 1.2 | $51M | 400k | 128.51 | |
Rhythm Pharmaceuticals (RYTM) | 1.2 | $51M | 1.8M | 29.12 | |
Edwards Lifesciences (EW) | 1.2 | $48M | 646k | 74.61 | |
Xenon Pharmaceuticals (XENE) | 1.1 | $46M | 1.2M | 39.43 | |
Amylyx Pharmaceuticals (AMLX) | 1.1 | $45M | 1.2M | 36.95 | |
Prothena Corp SHS (PRTA) | 1.1 | $45M | 754k | 60.25 | |
EXACT Sciences Corporation (EXAS) | 1.1 | $44M | 888k | 49.51 | |
West Pharmaceutical Services (WST) | 1.1 | $44M | 186k | 235.35 | |
Nevro (NVRO) | 1.0 | $43M | 1.1M | 39.60 | |
Phreesia (PHR) | 1.0 | $42M | 1.3M | 32.36 | |
Pacira Pharmaceuticals (PCRX) | 1.0 | $40M | 1.0M | 38.61 | |
Olink Hldg Ab Sponsored Ads (OLK) | 0.9 | $37M | 1.4M | 25.38 | |
Mirati Therapeutics | 0.9 | $37M | 805k | 45.31 | |
Mirum Pharmaceuticals (MIRM) | 0.8 | $35M | 1.8M | 19.50 | |
Freshpet (FRPT) | 0.8 | $35M | 657k | 52.77 | |
Abcam Ads | 0.8 | $34M | 2.2M | 15.56 | |
Zai Lab Adr (ZLAB) | 0.8 | $33M | 1.1M | 30.70 | |
Kymera Therapeutics (KYMR) | 0.7 | $31M | 1.2M | 24.96 | |
Irhythm Technologies (IRTC) | 0.7 | $29M | 310k | 93.67 | |
BioMarin Pharmaceutical (BMRN) | 0.7 | $27M | 265k | 103.49 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $27M | 200k | 135.85 | |
Compass Therapeutics (CMPX) | 0.6 | $27M | 5.3M | 5.03 | |
Mersana Therapeutics (MRSN) | 0.6 | $24M | 4.1M | 5.86 | |
Shockwave Med | 0.6 | $24M | 115k | 205.61 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.5 | $23M | 451k | 49.92 | |
BioCryst Pharmaceuticals (BCRX) | 0.5 | $22M | 1.9M | 11.48 | |
Brooks Automation (AZTA) | 0.5 | $21M | 352k | 58.22 | |
Cytokinetics Com New (CYTK) | 0.5 | $20M | 443k | 45.82 | |
Travere Therapeutics (TVTX) | 0.5 | $20M | 952k | 21.03 | |
Immatics SHS (IMTX) | 0.5 | $20M | 2.3M | 8.71 | |
Dynavax Technologies Corp Com New (DVAX) | 0.5 | $19M | 1.8M | 10.64 | |
Celldex Therapeutics Com New (CLDX) | 0.5 | $19M | 422k | 44.57 | |
CONMED Corporation (CNMD) | 0.4 | $18M | 205k | 88.64 | |
Anaptysbio Inc Common (ANAB) | 0.4 | $18M | 577k | 30.99 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.4 | $17M | 725k | 23.20 | |
Warby Parker Cl A Com (WRBY) | 0.4 | $16M | 1.2M | 13.49 | |
Accolade (ACCD) | 0.4 | $15M | 1.9M | 7.79 | |
Cincor Pharma | 0.3 | $14M | 1.1M | 12.29 | |
Lifestance Health Group (LFST) | 0.3 | $13M | 2.7M | 4.94 | |
Chinook Therapeutics | 0.3 | $13M | 508k | 26.20 | |
Amicus Therapeutics (FOLD) | 0.3 | $13M | 1.1M | 12.21 | |
Verve Therapeutics (VERV) | 0.3 | $11M | 559k | 19.35 | |
Aura Biosciences (AURA) | 0.3 | $11M | 1.0M | 10.50 | |
Relay Therapeutics (RLAY) | 0.2 | $10M | 674k | 14.94 | |
Health Catalyst (HCAT) | 0.2 | $9.9M | 930k | 10.63 | |
Edap Tms S A Sponsored Adr (EDAP) | 0.2 | $9.7M | 910k | 10.66 | |
Amryt Pharma Sponsored Ads | 0.2 | $9.7M | 1.3M | 7.30 | |
Biohaven (BHVN) | 0.2 | $9.3M | 669k | 13.88 | |
Novocure Ord Shs (NVCR) | 0.2 | $9.2M | 125k | 73.35 | |
Macrogenics (MGNX) | 0.2 | $7.5M | 1.1M | 6.71 | |
Disc Medicine (IRON) | 0.2 | $6.8M | 340k | 19.89 | |
Icosavax | 0.1 | $6.2M | 781k | 7.94 | |
Biomea Fusion (BMEA) | 0.1 | $6.2M | 731k | 8.43 | |
Vigil Neuroscience (VIGL) | 0.1 | $5.9M | 472k | 12.50 | |
Invitae (NVTAQ) | 0.1 | $5.8M | 3.1M | 1.86 | |
Pulmonx Corp (LUNG) | 0.1 | $5.5M | 652k | 8.43 | |
Novavax Com New (NVAX) | 0.1 | $5.5M | 533k | 10.28 | |
Guardant Health (GH) | 0.1 | $5.4M | 200k | 27.20 | |
Gamida Cell SHS | 0.1 | $5.3M | 4.1M | 1.29 | |
F-star Therapeutics | 0.1 | $4.8M | 752k | 6.32 | |
Design Therapeutics (DSGN) | 0.1 | $4.7M | 460k | 10.26 | |
Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $4.7M | 6.2M | 0.75 | |
Kinnate Biopharma | 0.1 | $4.6M | 747k | 6.10 | |
Beam Therapeutics (BEAM) | 0.1 | $4.4M | 111k | 39.11 | |
Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.1 | $3.9M | 2.7M | 1.46 | |
Altimmune Com New (ALT) | 0.1 | $3.7M | 223k | 16.45 | |
Xilio Therapeutics (XLO) | 0.1 | $3.7M | 1.4M | 2.69 | |
Paratek Pharmaceuticals | 0.1 | $3.2M | 1.7M | 1.87 | |
Inozyme Pharma (INZY) | 0.1 | $3.2M | 3.1M | 1.05 | |
Gossamer Bio Note 5.000% 6/0 (Principal) | 0.1 | $3.1M | 9.6M | 0.32 | |
Travere Therapeutics Note 2.500% 9/1 (Principal) | 0.1 | $3.0M | 3.3M | 0.92 | |
Fulcrum Therapeutics (FULC) | 0.1 | $2.8M | 385k | 7.28 | |
Reneo Pharmaceuticals (RPHM) | 0.1 | $2.7M | 1.1M | 2.33 | |
Nkarta (NKTX) | 0.1 | $2.4M | 393k | 5.99 | |
Theseus Pharmaceuticals | 0.1 | $2.2M | 437k | 4.98 | |
Aurinia Pharmaceuticals (AUPH) | 0.0 | $2.1M | 480k | 4.32 | |
Spruce Biosciences (SPRB) | 0.0 | $1.8M | 1.6M | 1.10 | |
Leap Therapeutics | 0.0 | $1.6M | 3.7M | 0.45 | |
Neurocrine Biosciences Note 2.250% 5/1 (Principal) | 0.0 | $1.6M | 1.0M | 1.59 | |
Aeglea Biotherapeutics | 0.0 | $1.5M | 3.4M | 0.45 | |
Essa Pharma Com New (EPIX) | 0.0 | $1.3M | 525k | 2.52 | |
Spero Therapeutics (SPRO) | 0.0 | $1.2M | 670k | 1.73 | |
Fate Therapeutics (FATE) | 0.0 | $1.1M | 110k | 10.09 | |
Tempest Therapeutics (TPST) | 0.0 | $947k | 824k | 1.15 | |
Compugen Ord (CGEN) | 0.0 | $923k | 1.3M | 0.72 | |
Vincerx Pharma Com New (VINC) | 0.0 | $910k | 892k | 1.02 | |
Gossamer Bio (GOSS) | 0.0 | $816k | 376k | 2.17 | |
Acelrx Pharmaceuticals Com New (TLPH) | 0.0 | $715k | 317k | 2.26 | |
Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $459k | 500k | 0.92 | |
Applied Therapeutics (APLT) | 0.0 | $454k | 597k | 0.76 | |
Atreca Cl A Com (BCEL) | 0.0 | $290k | 363k | 0.80 | |
Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $19k | 134k | 0.14 |