Rock Springs Capital Management as of Dec. 31, 2024
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Argenx Se Sponsored Adr (ARGX) | 5.4 | $141M | 230k | 615.00 | |
| Intuitive Surgical Com New (ISRG) | 4.3 | $113M | 216k | 521.96 | |
| Eli Lilly & Co. (LLY) | 4.2 | $112M | 145k | 772.00 | |
| Neurocrine Biosciences (NBIX) | 3.7 | $98M | 721k | 136.50 | |
| Blueprint Medicines (BPMC) | 3.6 | $96M | 1.1M | 87.22 | |
| UnitedHealth (UNH) | 3.4 | $89M | 176k | 505.86 | |
| Travere Therapeutics (TVTX) | 3.3 | $87M | 5.0M | 17.42 | |
| Madrigal Pharmaceuticals (MDGL) | 3.1 | $82M | 265k | 308.57 | |
| Ultragenyx Pharmaceutical (RARE) | 2.8 | $73M | 1.7M | 42.07 | |
| Rhythm Pharmaceuticals (RYTM) | 2.5 | $65M | 1.2M | 55.98 | |
| Mirum Pharmaceuticals (MIRM) | 2.3 | $61M | 1.5M | 41.35 | |
| Alnylam Pharmaceuticals (ALNY) | 2.3 | $60M | 256k | 235.31 | |
| Penumbra (PEN) | 2.2 | $57M | 240k | 237.48 | |
| West Pharmaceutical Services (WST) | 2.1 | $55M | 169k | 327.56 | |
| Revolution Medicines (RVMD) | 2.0 | $53M | 1.2M | 43.74 | |
| Phreesia (PHR) | 2.0 | $51M | 2.0M | 25.16 | |
| Xenon Pharmaceuticals (XENE) | 1.9 | $49M | 1.3M | 39.20 | |
| Freshpet (FRPT) | 1.8 | $49M | 328k | 148.11 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 1.6 | $42M | 305k | 137.67 | |
| Kymera Therapeutics (KYMR) | 1.6 | $42M | 1.0M | 40.23 | |
| Boston Scientific Corporation (BSX) | 1.6 | $41M | 460k | 89.32 | |
| Edwards Lifesciences (EW) | 1.5 | $40M | 545k | 74.03 | |
| Insmed Com Par $.01 (INSM) | 1.4 | $38M | 550k | 69.04 | |
| Merus N V (MRUS) | 1.4 | $38M | 893k | 42.05 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $37M | 308k | 121.59 | |
| Irhythm Technologies (IRTC) | 1.4 | $36M | 398k | 90.17 | |
| Zai Lab Adr (ZLAB) | 1.3 | $34M | 1.3M | 26.19 | |
| Nuvalent Inc-a (NUVL) | 1.3 | $34M | 430k | 78.28 | |
| Mereo Biopharma Group Spon Ads (MREO) | 1.3 | $34M | 9.6M | 3.50 | |
| Scholar Rock Hldg Corp (SRRK) | 1.2 | $31M | 717k | 43.22 | |
| Celldex Therapeutics Com New (CLDX) | 1.2 | $31M | 1.2M | 25.27 | |
| Insulet Corporation (PODD) | 1.1 | $30M | 114k | 261.07 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.1 | $29M | 1.1M | 27.12 | |
| Dex (DXCM) | 1.0 | $28M | 353k | 77.77 | |
| Akero Therapeutics (AKRO) | 1.0 | $26M | 947k | 27.82 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $25M | 450k | 56.19 | |
| Amicus Therapeutics (FOLD) | 0.9 | $25M | 2.6M | 9.42 | |
| Inspire Med Sys (INSP) | 0.9 | $24M | 130k | 185.38 | |
| Brooks Automation (AZTA) | 0.9 | $24M | 475k | 50.00 | |
| Evolent Health Cl A (EVH) | 0.9 | $23M | 2.1M | 11.25 | |
| Acadia Healthcare (ACHC) | 0.9 | $23M | 584k | 39.65 | |
| Immunovant (IMVT) | 0.9 | $23M | 909k | 24.77 | |
| Warby Parker Cl A Com (WRBY) | 0.8 | $22M | 920k | 24.21 | |
| Vera Therapeutics Cl A (VERA) | 0.8 | $21M | 488k | 42.29 | |
| BioCryst Pharmaceuticals (BCRX) | 0.8 | $20M | 2.7M | 7.52 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.8 | $20M | 768k | 25.70 | |
| Summit Therapeutics (SMMT) | 0.7 | $19M | 1.1M | 17.84 | |
| Lifestance Health Group (LFST) | 0.7 | $19M | 2.6M | 7.37 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.6 | $17M | 512k | 32.54 | |
| Tenet Healthcare Corp Com New (THC) | 0.6 | $16M | 129k | 126.23 | |
| Agios Pharmaceuticals (AGIO) | 0.6 | $16M | 471k | 32.86 | |
| Aclaris Therapeutics (ACRS) | 0.6 | $15M | 6.2M | 2.48 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.6 | $15M | 294k | 51.13 | |
| Pharvaris N V (PHVS) | 0.6 | $15M | 775k | 19.17 | |
| Agilon Health (AGL) | 0.5 | $14M | 7.5M | 1.90 | |
| Oscar Health Cl A (OSCR) | 0.5 | $14M | 1.1M | 13.44 | |
| Springworks Therapeutics (SWTX) | 0.5 | $12M | 329k | 36.13 | |
| Dyne Therapeutics (DYN) | 0.4 | $11M | 475k | 23.56 | |
| Janux Therapeutics (JANX) | 0.4 | $11M | 205k | 53.54 | |
| Inozyme Pharma (INZY) | 0.4 | $11M | 3.9M | 2.77 | |
| Neumora Therapeutics (NMRA) | 0.4 | $10M | 955k | 10.60 | |
| Jasper Therapeutics Com New (JSPR) | 0.4 | $9.9M | 463k | 21.38 | |
| Enliven Therapeutics (ELVN) | 0.4 | $9.6M | 429k | 22.50 | |
| Xencor (XNCR) | 0.4 | $9.2M | 401k | 22.98 | |
| Cullinan Oncology (CGEM) | 0.3 | $9.0M | 742k | 12.18 | |
| Prothena Corp SHS (PRTA) | 0.3 | $8.9M | 645k | 13.85 | |
| Compass Therapeutics (CMPX) | 0.3 | $8.4M | 5.8M | 1.45 | |
| Bicara Therapeutics (BCAX) | 0.3 | $7.8M | 446k | 17.42 | |
| Ardelyx (ARDX) | 0.3 | $7.4M | 1.5M | 5.07 | |
| Zenas Biopharma (ZBIO) | 0.3 | $7.2M | 879k | 8.19 | |
| Beam Therapeutics (BEAM) | 0.2 | $6.3M | 252k | 24.80 | |
| Tarsus Pharmaceuticals (TARS) | 0.2 | $6.1M | 111k | 55.37 | |
| Nevro (NVRO) | 0.2 | $6.1M | 1.6M | 3.72 | |
| Soleno Therapeutics (SLNO) | 0.2 | $5.6M | 124k | 44.95 | |
| Pliant Therapeutics (PLRX) | 0.2 | $5.3M | 405k | 13.17 | |
| Pulmonx Corp (LUNG) | 0.2 | $5.2M | 772k | 6.79 | |
| Novavax Com New (NVAX) | 0.2 | $5.2M | 650k | 8.04 | |
| Gossamer Bio Note 5.000% 6/0 (Principal) | 0.2 | $5.1M | 9.6M | 0.53 | |
| Mersana Therapeutics | 0.2 | $4.9M | 3.4M | 1.43 | |
| Biohaven (BHVN) | 0.2 | $4.9M | 130k | 37.35 | |
| 89bio (ETNB) | 0.2 | $4.3M | 553k | 7.82 | |
| Leap Therapeutics Com New (LPTX) | 0.1 | $3.6M | 1.3M | 2.88 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $3.5M | 788k | 4.50 | |
| Edap Tms S A Sponsored Adr (EDAP) | 0.1 | $3.5M | 1.6M | 2.21 | |
| Macrogenics (MGNX) | 0.1 | $3.4M | 1.1M | 3.25 | |
| Acumen Pharmaceuticals (ABOS) | 0.1 | $3.2M | 1.8M | 1.72 | |
| Gossamer Bio (GOSS) | 0.1 | $3.0M | 3.3M | 0.90 | |
| Xilio Therapeutics (XLO) | 0.1 | $2.9M | 3.0M | 0.95 | |
| Apellis Pharmaceuticals (APLS) | 0.1 | $2.6M | 80k | 31.91 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.1 | $2.4M | 1.0M | 2.35 | |
| Neurogene (NGNE) | 0.1 | $2.2M | 95k | 22.86 | |
| Alphatec Hldgs Com New (ATEC) | 0.1 | $1.8M | 200k | 9.18 | |
| Applied Therapeutics (APLT) | 0.1 | $1.6M | 1.9M | 0.86 | |
| Compugen Ord (CGEN) | 0.1 | $1.5M | 990k | 1.53 | |
| Perspective Therapeutics Com New (CATX) | 0.1 | $1.4M | 444k | 3.19 | |
| Korro Bio (KRRO) | 0.1 | $1.4M | 36k | 38.07 | |
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.1 | $1.3M | 2.5M | 0.54 | |
| Allakos | 0.1 | $1.3M | 1.1M | 1.21 | |
| Spruce Biosciences (SPRB) | 0.0 | $1.1M | 2.6M | 0.42 | |
| Lenz Therapeutics (LENZ) | 0.0 | $846k | 29k | 28.87 | |
| Vigil Neuroscience (VIGL) | 0.0 | $802k | 472k | 1.70 | |
| Biomea Fusion (BMEA) | 0.0 | $703k | 181k | 3.88 | |
| Kyverna Therapeutics (KYTX) | 0.0 | $669k | 179k | 3.74 | |
| Nevro Corp Note 2.750% 4/0 (Principal) | 0.0 | $489k | 500k | 0.98 | |
| Vincerx Pharma Com New | 0.0 | $234k | 892k | 0.26 | |
| Talphera Com New (TLPH) | 0.0 | $166k | 317k | 0.52 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $31k | 134k | 0.23 |