Rock Springs Capital Management as of Sept. 30, 2024
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 109 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 5.6 | $172M | 294k | 584.68 | |
| Intuitive Surgical Com New (ISRG) | 4.3 | $133M | 270k | 491.27 | |
| Argenx Se Sponsored Adr (ARGX) | 4.1 | $127M | 234k | 542.08 | |
| Eli Lilly & Co. (LLY) | 4.1 | $126M | 142k | 885.94 | |
| Ultragenyx Pharmaceutical (RARE) | 3.6 | $110M | 2.0M | 55.55 | |
| Neurocrine Biosciences (NBIX) | 3.5 | $108M | 939k | 115.22 | |
| EXACT Sciences Corporation (EXAS) | 2.5 | $78M | 1.1M | 68.12 | |
| Blueprint Medicines (BPMC) | 2.3 | $71M | 769k | 92.50 | |
| Alnylam Pharmaceuticals (ALNY) | 2.2 | $69M | 250k | 275.03 | |
| Travere Therapeutics (TVTX) | 2.1 | $66M | 4.7M | 13.99 | |
| Rhythm Pharmaceuticals (RYTM) | 2.1 | $64M | 1.2M | 52.39 | |
| Mirum Pharmaceuticals (MIRM) | 2.0 | $62M | 1.6M | 39.00 | |
| Freshpet (FRPT) | 2.0 | $61M | 447k | 136.77 | |
| Evolent Health Cl A (EVH) | 1.9 | $59M | 2.1M | 28.28 | |
| Madrigal Pharmaceuticals (MDGL) | 1.8 | $56M | 263k | 212.22 | |
| Phreesia (PHR) | 1.7 | $52M | 2.3M | 22.79 | |
| Xenon Pharmaceuticals (XENE) | 1.7 | $52M | 1.3M | 39.37 | |
| Acadia Healthcare (ACHC) | 1.7 | $52M | 815k | 63.41 | |
| Penumbra (PEN) | 1.7 | $52M | 265k | 194.31 | |
| West Pharmaceutical Services (WST) | 1.6 | $50M | 168k | 300.16 | |
| Insmed Com Par $.01 (INSM) | 1.6 | $50M | 683k | 73.00 | |
| Kymera Therapeutics (KYMR) | 1.6 | $50M | 1.0M | 47.33 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.6 | $49M | 325k | 149.31 | |
| Humana (HUM) | 1.5 | $47M | 148k | 316.74 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.5 | $47M | 1.1M | 43.89 | |
| Revolution Medicines (RVMD) | 1.5 | $46M | 1.0M | 45.35 | |
| Merus N V (MRUS) | 1.5 | $45M | 893k | 49.96 | |
| Nuvalent Inc-a (NUVL) | 1.4 | $44M | 430k | 102.30 | |
| Mereo Biopharma Group Spon Ads (MREO) | 1.3 | $39M | 9.5M | 4.11 | |
| Boston Scientific Corporation (BSX) | 1.3 | $39M | 460k | 83.80 | |
| Sarepta Therapeutics (SRPT) | 1.2 | $38M | 308k | 124.89 | |
| Edwards Lifesciences (EW) | 1.2 | $38M | 577k | 65.99 | |
| Celldex Therapeutics Com New (CLDX) | 1.2 | $38M | 1.1M | 33.99 | |
| Agilon Health (AGL) | 1.2 | $36M | 9.1M | 3.93 | |
| Dex (DXCM) | 1.1 | $35M | 524k | 67.04 | |
| Immunovant (IMVT) | 1.1 | $35M | 1.2M | 28.51 | |
| Zai Lab Adr (ZLAB) | 1.0 | $32M | 1.3M | 24.14 | |
| Insulet Corporation (PODD) | 1.0 | $31M | 134k | 232.75 | |
| Agios Pharmaceuticals (AGIO) | 1.0 | $31M | 699k | 44.43 | |
| Irhythm Technologies (IRTC) | 1.0 | $30M | 398k | 74.24 | |
| Align Technology (ALGN) | 0.9 | $29M | 115k | 254.32 | |
| BioCryst Pharmaceuticals (BCRX) | 0.9 | $28M | 3.6M | 7.60 | |
| Inspire Med Sys (INSP) | 0.9 | $27M | 130k | 211.05 | |
| Akero Therapeutics (AKRO) | 0.9 | $27M | 933k | 28.69 | |
| Brooks Automation (AZTA) | 0.8 | $26M | 533k | 48.44 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.8 | $25M | 509k | 48.73 | |
| Warby Parker Cl A Com (WRBY) | 0.8 | $24M | 1.4M | 16.33 | |
| Summit Therapeutics (SMMT) | 0.7 | $23M | 1.0M | 21.90 | |
| Lifestance Health Group (LFST) | 0.7 | $22M | 3.1M | 7.00 | |
| Oscar Health Cl A (OSCR) | 0.7 | $22M | 1.0M | 21.21 | |
| Inozyme Pharma (INZY) | 0.6 | $20M | 3.8M | 5.23 | |
| Vera Therapeutics Cl A (VERA) | 0.6 | $17M | 384k | 44.20 | |
| Dyne Therapeutics (DYN) | 0.5 | $17M | 461k | 35.92 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $16M | 132k | 119.07 | |
| Zenas Biopharma (ZBIO) | 0.5 | $15M | 879k | 16.92 | |
| Applied Therapeutics (APLT) | 0.5 | $15M | 1.7M | 8.50 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.5 | $15M | 289k | 51.10 | |
| Pharvaris N V (PHVS) | 0.5 | $14M | 757k | 18.52 | |
| Amicus Therapeutics (FOLD) | 0.4 | $13M | 1.3M | 10.68 | |
| Johnson & Johnson (JNJ) | 0.4 | $13M | 80k | 162.06 | |
| Cullinan Oncology (CGEM) | 0.4 | $12M | 737k | 16.74 | |
| Bicara Therapeutics (BCAX) | 0.4 | $11M | 446k | 25.47 | |
| Enliven Therapeutics (ELVN) | 0.4 | $11M | 429k | 25.54 | |
| Neumora Therapeutics (NMRA) | 0.4 | $11M | 828k | 13.21 | |
| Cytokinetics Com New (CYTK) | 0.4 | $11M | 206k | 52.80 | |
| BioMarin Pharmaceutical (BMRN) | 0.3 | $11M | 151k | 70.29 | |
| Prothena Corp SHS (PRTA) | 0.3 | $11M | 625k | 16.73 | |
| Compass Therapeutics (CMPX) | 0.3 | $10M | 5.6M | 1.84 | |
| Krystal Biotech (KRYS) | 0.3 | $10M | 56k | 182.03 | |
| Aurinia Pharmaceuticals (AUPH) | 0.3 | $8.6M | 1.2M | 7.33 | |
| Jasper Therapeutics Com New (JSPR) | 0.3 | $8.6M | 459k | 18.81 | |
| Novavax Com New (NVAX) | 0.3 | $8.2M | 650k | 12.63 | |
| Xencor (XNCR) | 0.3 | $8.1M | 401k | 20.11 | |
| Nevro (NVRO) | 0.3 | $7.7M | 1.4M | 5.59 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.2 | $6.7M | 605k | 11.14 | |
| Springworks Therapeutics (SWTX) | 0.2 | $6.4M | 200k | 32.04 | |
| Biohaven (BHVN) | 0.2 | $6.4M | 128k | 49.97 | |
| Beam Therapeutics (BEAM) | 0.2 | $6.1M | 250k | 24.50 | |
| Pacira Pharmaceuticals (PCRX) | 0.2 | $6.0M | 400k | 15.05 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.2 | $5.9M | 353k | 16.60 | |
| Mersana Therapeutics | 0.2 | $5.8M | 3.0M | 1.89 | |
| Pulmonx Corp (LUNG) | 0.2 | $5.7M | 691k | 8.29 | |
| Acumen Pharmaceuticals (ABOS) | 0.2 | $5.7M | 2.3M | 2.48 | |
| Perspective Therapeutics Com New (CATX) | 0.2 | $5.5M | 414k | 13.35 | |
| Gossamer Bio Note 5.000% 6/0 (Principal) | 0.2 | $5.0M | 9.6M | 0.52 | |
| Pliant Therapeutics (PLRX) | 0.1 | $4.3M | 385k | 11.21 | |
| Essa Pharma Com New (EPIX) | 0.1 | $4.1M | 677k | 6.06 | |
| Edap Tms S A Sponsored Adr (EDAP) | 0.1 | $4.0M | 1.6M | 2.55 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.1 | $3.7M | 1.0M | 3.63 | |
| Macrogenics (MGNX) | 0.1 | $3.5M | 1.1M | 3.29 | |
| Leap Therapeutics Com New (LPTX) | 0.1 | $3.3M | 1.3M | 2.57 | |
| Gossamer Bio (GOSS) | 0.1 | $3.2M | 3.3M | 0.99 | |
| Aclaris Therapeutics (ACRS) | 0.1 | $3.2M | 2.8M | 1.15 | |
| Xilio Therapeutics (XLO) | 0.1 | $2.4M | 3.0M | 0.79 | |
| Apellis Pharmaceuticals (APLS) | 0.1 | $2.3M | 80k | 28.84 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.1 | $2.3M | 2.4M | 0.95 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $2.2M | 788k | 2.77 | |
| Biomea Fusion (BMEA) | 0.1 | $1.8M | 181k | 10.10 | |
| Compugen Ord (CGEN) | 0.1 | $1.8M | 990k | 1.81 | |
| Vigil Neuroscience (VIGL) | 0.1 | $1.6M | 472k | 3.40 | |
| Spruce Biosciences (SPRB) | 0.0 | $1.2M | 2.6M | 0.47 | |
| Korro Bio (KRRO) | 0.0 | $1.2M | 36k | 33.42 | |
| Kyverna Therapeutics (KYTX) | 0.0 | $875k | 179k | 4.89 | |
| Allakos | 0.0 | $784k | 1.2M | 0.65 | |
| Vincerx Pharma Com New | 0.0 | $639k | 892k | 0.72 | |
| Accolade (ACCD) | 0.0 | $617k | 160k | 3.85 | |
| Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $484k | 500k | 0.97 | |
| Talphera Com New (TLPH) | 0.0 | $271k | 317k | 0.86 | |
| Nuvation Bio *w Exp 07/07/202 (NUVB.WS) | 0.0 | $13k | 134k | 0.10 |