Rock Springs Capital Management

Rock Springs Capital Management as of Dec. 31, 2025

Portfolio Holdings for Rock Springs Capital Management

Rock Springs Capital Management holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 5.8 $113M 105k 1074.68
Revolution Medicines (RVMD) 5.5 $106M 1.3M 79.65
Argenx Se Sponsored Adr (ARGX) 4.5 $87M 103k 840.95
Travere Therapeutics (TVTX) 4.3 $85M 2.2M 38.21
Madrigal Pharmaceuticals (MDGL) 4.2 $81M 140k 582.34
Rhythm Pharmaceuticals (RYTM) 3.8 $74M 695k 107.04
EXACT Sciences Corporation (EXAS) 3.1 $61M 602k 101.56
Mirum Pharmaceuticals (MIRM) 3.1 $60M 762k 78.99
Insmed Com Par $.01 (INSM) 2.8 $56M 319k 174.04
Structure Therapeutics Sponsored Ads (GPCR) 2.7 $52M 748k 69.55
Intuitive Surgical Com New (ISRG) 2.4 $46M 82k 566.36
Cidara Therapeutics Com New (CDTX) 2.3 $45M 205k 220.89
Ascendis Pharma A/s Sponsored Adr (ASND) 2.2 $43M 204k 213.24
Irhythm Technologies (IRTC) 2.1 $42M 235k 177.44
Kymera Therapeutics (KYMR) 2.0 $39M 497k 77.81
Boston Scientific Corporation (BSX) 2.0 $38M 399k 95.35
Penumbra (PEN) 1.9 $38M 121k 310.91
Xenon Pharmaceuticals (XENE) 1.8 $35M 788k 44.82
Scholar Rock Hldg Corp (SRRK) 1.7 $32M 734k 44.05
Cogent Biosciences (COGT) 1.5 $30M 849k 35.52
Ultragenyx Pharmaceutical (RARE) 1.5 $29M 1.3M 23.00
Vera Therapeutics Cl A (VERA) 1.5 $29M 569k 50.64
Alnylam Pharmaceuticals (ALNY) 1.5 $28M 71k 397.65
Amicus Therapeutics (FOLD) 1.4 $28M 1.9M 14.24
Spdr Series Trust State Street Spd (XBI) 1.4 $27M 222k 121.93
Tenet Healthcare Corp Com New (THC) 1.3 $25M 125k 198.72
Dex (DXCM) 1.2 $23M 347k 66.37
Agios Pharmaceuticals (AGIO) 1.1 $22M 799k 27.22
Tarsus Pharmaceuticals (TARS) 1.1 $21M 260k 81.88
Compass Therapeutics (CMPX) 1.1 $21M 3.9M 5.37
Newamsterdam Pharma Company Ordinary Shares (NAMS) 1.1 $21M 589k 35.08
Brooks Automation (AZTA) 1.0 $19M 569k 33.26
Celldex Therapeutics Com New (CLDX) 1.0 $19M 693k 27.16
Caris Life Sciences (CAI) 1.0 $19M 688k 26.98
Zenas Biopharma (ZBIO) 0.9 $18M 502k 36.31
Dyne Therapeutics (DYN) 0.9 $18M 913k 19.56
Neurocrine Biosciences (NBIX) 0.9 $18M 126k 141.83
Pharvaris N V (PHVS) 0.9 $17M 623k 27.75
Mineralys Therapeutics (MLYS) 0.8 $16M 428k 36.29
Phreesia (PHR) 0.8 $15M 877k 16.92
Zai Lab Adr (ZLAB) 0.7 $14M 812k 17.64
Danaher Corporation (DHR) 0.7 $14M 62k 228.92
UnitedHealth (UNH) 0.7 $14M 41k 330.11
Ardelyx (ARDX) 0.7 $13M 2.3M 5.83
Aclaris Therapeutics (ACRS) 0.7 $13M 4.5M 3.01
Summit Therapeutics (SMMT) 0.6 $12M 710k 17.49
Enliven Therapeutics (ELVN) 0.6 $12M 798k 15.40
Inspire Med Sys (INSP) 0.6 $12M 131k 92.23
Omada Health (OMDA) 0.6 $12M 740k 15.78
Soleno Therapeutics (SLNO) 0.6 $11M 247k 46.30
Arcellx Common Stock (ACLX) 0.6 $11M 170k 65.20
Evolent Health Cl A (EVH) 0.5 $11M 2.7M 4.00
Gossamer Bio (GOSS) 0.5 $10M 3.3M 3.10
Mbx Biosciences (MBX) 0.5 $8.9M 283k 31.54
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.4 $8.1M 324k 25.01
Heartflow Inc/Sh (HTFL) 0.4 $8.1M 278k 29.15
Bridgebio Pharma (BBIO) 0.4 $7.9M 104k 76.49
Regeneron Pharmaceuticals (REGN) 0.4 $7.8M 10k 771.87
Immunome (IMNM) 0.4 $7.5M 348k 21.48
Rapt Therapeutics Com New (RAPT) 0.4 $7.2M 214k 33.87
Bicara Therapeutics (BCAX) 0.4 $7.2M 429k 16.83
Edwards Lifesciences (EW) 0.4 $7.0M 83k 85.25
Gossamer Bio Note 5.000% 6/0 (Principal) 0.3 $6.6M 9.6M 0.69
Alphatec Hldgs Com New (ATEC) 0.3 $6.4M 303k 21.04
Amylyx Pharmaceuticals (AMLX) 0.3 $6.0M 500k 12.08
Thermo Fisher Scientific (TMO) 0.3 $5.8M 10k 579.45
Janux Therapeutics (JANX) 0.3 $5.0M 359k 13.80
Surgery Partners (SGRY) 0.2 $4.8M 310k 15.45
Eyepoint Com New (EYPT) 0.2 $4.7M 259k 18.27
Ptc Therapeutics I (PTCT) 0.2 $4.7M 62k 75.96
Agilon Health (AGL) 0.2 $4.5M 6.5M 0.69
Mersana Therapeutics (MRSN) 0.2 $4.4M 153k 28.93
Terns Pharmaceuticals (TERN) 0.2 $4.4M 109k 40.40
Arcus Biosciences Incorporated (RCUS) 0.2 $4.3M 180k 23.83
Edap Tms S A Sponsored Adr (EDAP) 0.2 $4.2M 1.3M 3.29
Ocular Therapeutix (OCUL) 0.2 $4.2M 346k 12.14
Lenz Therapeutics (LENZ) 0.2 $4.1M 258k 16.00
Talphera Com New (TLPH) 0.2 $4.1M 3.6M 1.14
Sionna Therapeutics (SION) 0.2 $4.1M 99k 41.14
Theravance Biopharma (TBPH) 0.2 $3.9M 209k 18.71
Alkermes SHS (ALKS) 0.2 $3.9M 139k 27.98
Apellis Pharmaceuticals (APLS) 0.2 $3.8M 151k 25.12
Indivior Ord 0.2 $3.8M 105k 35.88
Erasca (ERAS) 0.2 $3.5M 952k 3.72
Tango Therapeutics (TNGX) 0.2 $3.4M 387k 8.86
Olema Pharmaceuticals (OLMA) 0.1 $2.5M 98k 25.00
Cytokinetics Com New (CYTK) 0.1 $2.3M 36k 63.54
Vaxcyte (PCVX) 0.1 $2.2M 47k 46.14
Neurogene (NGNE) 0.1 $2.1M 104k 20.60
Jasper Therapeutics Com New (JSPR) 0.1 $2.0M 1.1M 1.83
Roivant Sciences SHS (ROIV) 0.1 $1.9M 89k 21.70
Corcept Therapeutics Incorporated (CORT) 0.1 $1.7M 50k 34.80
Acadia Healthcare (ACHC) 0.1 $1.7M 120k 14.19
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $1.4M 46k 31.21
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.0 $813k 62k 13.18
Legend Biotech Corp Sponsored Ads (LEGN) 0.0 $735k 34k 21.74
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $298k 1.8k 170.00
Nuvation Bio *w Exp 02/10/202 (NUVB.WS) 0.0 $44k 134k 0.33