Rock Springs Capital Management

Rock Springs Capital Management as of March 31, 2026

Portfolio Holdings for Rock Springs Capital Management

Rock Springs Capital Management holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Revolution Medicines (RVMD) 6.9 $118M 1.2M 97.25
Eli Lilly & Co. (LLY) 5.4 $91M 99k 919.77
Madrigal Pharmaceuticals (MDGL) 5.3 $90M 171k 523.47
Mirum Pharmaceuticals (MIRM) 4.4 $75M 811k 92.38
Argenx Se Sponsored Adr (ARGX) 4.2 $72M 99k 730.25
Rhythm Pharmaceuticals (RYTM) 3.5 $60M 690k 86.97
Insmed Com Par $.01 (INSM) 3.0 $51M 314k 163.52
Ascendis Pharma A/s Sponsored Adr (ASND) 2.6 $44M 194k 228.73
Xenon Pharmaceuticals (XENE) 2.6 $44M 763k 58.15
Travere Therapeutics (TVTX) 2.6 $44M 1.5M 29.71
Kymera Therapeutics (KYMR) 2.4 $41M 497k 83.29
Penumbra (PEN) 2.3 $40M 121k 328.37
Intuitive Surgical Com New (ISRG) 2.2 $38M 82k 460.99
Scholar Rock Hldg Corp (SRRK) 2.1 $36M 740k 49.16
Enliven Therapeutics (ELVN) 1.9 $32M 827k 39.20
Boston Scientific Corporation (BSX) 1.9 $32M 515k 62.75
Irhythm Technologies (IRTC) 1.8 $31M 262k 118.02
Structure Therapeutics Sponsored Ads (GPCR) 1.8 $31M 640k 48.20
Agios Pharmaceuticals (AGIO) 1.6 $27M 799k 33.83
Ultragenyx Pharmaceutical (RARE) 1.5 $26M 1.2M 20.95
Alnylam Pharmaceuticals (ALNY) 1.4 $25M 74k 330.87
Cogent Biosciences (COGT) 1.4 $24M 624k 38.49
Tenet Healthcare Corp Com New (THC) 1.4 $24M 125k 188.71
Dex (DXCM) 1.3 $22M 356k 62.80
Celldex Therapeutics Com New (CLDX) 1.2 $21M 650k 31.72
Vera Therapeutics Cl A (VERA) 1.2 $20M 504k 40.23
Neurocrine Biosciences (NBIX) 1.2 $20M 151k 131.74
Arcellx Common Stock (ACLX) 1.1 $20M 170k 114.82
Newamsterdam Pharma Company Ordinary Shares (NAMS) 1.1 $19M 589k 32.01
Pharvaris N V (PHVS) 1.1 $18M 646k 28.25
Erasca (ERAS) 1.1 $18M 1.1M 16.18
Dyne Therapeutics (DYN) 1.0 $18M 972k 18.13
Compass Therapeutics (CMPX) 1.0 $18M 3.3M 5.29
Aclaris Therapeutics (ACRS) 1.0 $17M 4.5M 3.75
Tarsus Pharmaceuticals (TARS) 0.9 $16M 225k 70.15
Minimed Group 0.9 $16M 1.1M 14.92
Zai Lab Adr (ZLAB) 0.9 $15M 815k 18.81
UnitedHealth (UNH) 0.8 $14M 53k 270.59
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.8 $14M 352k 39.72
Heartflow Inc/Sh (HTFL) 0.8 $14M 573k 24.33
Ardelyx (ARDX) 0.8 $14M 2.3M 5.99
Summit Therapeutics (SMMT) 0.8 $14M 710k 18.96
Brooks Automation (AZTA) 0.7 $12M 569k 21.13
Mineralys Therapeutics (MLYS) 0.7 $12M 440k 27.09
Danaher Corporation (DHR) 0.7 $12M 62k 189.60
Ptc Therapeutics I (PTCT) 0.6 $11M 162k 68.13
Caris Life Sciences (CAI) 0.6 $10M 563k 17.88
Zenas Biopharma (ZBIO) 0.6 $9.8M 502k 19.55
Bicara Therapeutics (BCAX) 0.6 $9.7M 489k 19.89
Bridgebio Pharma (BBIO) 0.6 $9.5M 128k 74.26
Soleno Therapeutics (SLNO) 0.5 $8.6M 257k 33.48
Mbx Biosciences (MBX) 0.5 $8.6M 288k 29.85
Tango Therapeutics (TNGX) 0.5 $8.1M 387k 20.92
Regeneron Pharmaceuticals (REGN) 0.5 $7.8M 10k 772.64
Immunome (IMNM) 0.4 $7.6M 348k 21.87
Amylyx Pharmaceuticals (AMLX) 0.4 $6.9M 500k 13.90
Omada Health (OMDA) 0.4 $6.8M 541k 12.57
Inspire Med Sys (INSP) 0.4 $6.8M 132k 51.58
Apellis Pharmaceuticals (APLS) 0.4 $6.5M 163k 40.23
Alkermes SHS (ALKS) 0.4 $6.5M 184k 35.36
Evolent Health Cl A (EVH) 0.4 $6.1M 2.7M 2.28
Indivior Pharmaceuticals (INDV) 0.4 $6.1M 200k 30.48
Terns Pharmaceuticals (TERN) 0.4 $6.0M 114k 52.72
Edap Tms S A Sponsored Adr (EDAP) 0.3 $5.1M 1.4M 3.72
Janux Therapeutics (JANX) 0.3 $5.1M 367k 13.90
Phreesia (PHR) 0.3 $5.0M 600k 8.38
Thermo Fisher Scientific (TMO) 0.3 $4.9M 10k 491.53
Stryker Corporation (SYK) 0.3 $4.9M 15k 328.59
Sionna Therapeutics (SION) 0.2 $4.0M 99k 40.09
Arcus Biosciences Incorporated (RCUS) 0.2 $3.9M 180k 21.60
Spdr Series Trust State Street Spd (XBI) 0.2 $3.8M 30k 127.73
Alphatec Hldgs Com New (ATEC) 0.2 $3.8M 350k 10.88
Vaxcyte (PCVX) 0.2 $3.5M 60k 58.11
Eyepoint Com New (EYPT) 0.2 $3.3M 259k 12.89
Novo-nordisk A S Adr (NVO) 0.2 $3.3M 90k 36.75
Ocular Therapeutix (OCUL) 0.2 $3.3M 384k 8.47
Viking Therapeutics (VKTX) 0.2 $3.1M 96k 32.54
Cytokinetics Com New (CYTK) 0.2 $3.0M 45k 65.91
Century Therapeutics (IPSC) 0.2 $2.9M 1.3M 2.26
CVS Caremark Corporation (CVS) 0.2 $2.9M 40k 71.82
Roivant Sciences SHS (ROIV) 0.2 $2.7M 97k 27.70
Talphera Com New (TLPH) 0.2 $2.7M 3.6M 0.75
Olema Pharmaceuticals (OLMA) 0.1 $2.5M 170k 14.91
Surgery Partners (SGRY) 0.1 $2.5M 208k 11.92
Lenz Therapeutics (LENZ) 0.1 $2.4M 258k 9.15
Edwards Lifesciences (EW) 0.1 $2.3M 29k 80.08
Dianthus Therapeutics (DNTH) 0.1 $2.2M 27k 83.92
Neurogene (NGNE) 0.1 $2.1M 104k 20.16
Agilon Health Com New (AGL) 0.1 $2.1M 260k 7.91
Corcept Therapeutics Incorporated (CORT) 0.1 $2.0M 50k 40.31
Acadia Healthcare (ACHC) 0.1 $1.8M 76k 23.39
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $1.4M 46k 30.12
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.1 $1.2M 62k 18.64
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $1.1M 5.8k 189.05
Jasper Therapeutics Com New (JSPR) 0.1 $965k 1.1M 0.88
Legend Biotech Corp Sponsored Ads (LEGN) 0.0 $733k 41k 18.09
Gossamer Bio (GOSS) 0.0 $529k 1.6M 0.33
Amicus Therapeutics (FOLD) 0.0 $305k 21k 14.46
Oruka Therapeutics (ORKA) 0.0 $202k 4.1k 49.05
BioCryst Pharmaceuticals (BCRX) 0.0 $120k 13k 9.52