Rock Springs Capital Management as of June 30, 2026
Portfolio Holdings for Rock Springs Capital Management
Rock Springs Capital Management holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 10.1 | $207M | 1.1M | 187.28 | |
| Travere Therapeutics (TVTX) | 6.0 | $124M | 2.2M | 56.81 | |
| Eli Lilly & Co. (LLY) | 5.8 | $118M | 99k | 1199.43 | |
| Madrigal Pharmaceuticals (MDGL) | 4.6 | $94M | 175k | 536.95 | |
| Mirum Pharmaceuticals (MIRM) | 4.6 | $93M | 798k | 117.07 | |
| Rhythm Pharmaceuticals (RYTM) | 3.8 | $77M | 693k | 111.03 | |
| Kymera Therapeutics (KYMR) | 2.5 | $52M | 453k | 114.67 | |
| Argenx Se Sponsored Adr (ARGX) | 2.4 | $49M | 53k | 927.77 | |
| Ascendis Pharma A/s Ord Shs (ASND) | 2.2 | $45M | 169k | 266.72 | |
| Xenon Pharmaceuticals (XENE) | 2.0 | $41M | 684k | 60.36 | |
| Scholar Rock Hldg Corp (SRRK) | 1.9 | $39M | 716k | 55.00 | |
| Insmed Com Par $.01 (INSM) | 1.9 | $39M | 362k | 106.62 | |
| Penumbra (PEN) | 1.8 | $37M | 116k | 315.75 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.7 | $34M | 640k | 53.67 | |
| Ultragenyx Pharmaceutical (RARE) | 1.6 | $32M | 968k | 33.39 | |
| Irhythm Technologies (IRTC) | 1.6 | $32M | 270k | 118.95 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $30M | 77k | 397.68 | |
| Agilon Health Com New (AGL) | 1.4 | $28M | 263k | 107.18 | |
| UnitedHealth (UNH) | 1.3 | $27M | 64k | 415.63 | |
| Celldex Therapeutics Com New (CLDX) | 1.3 | $26M | 699k | 37.21 | |
| Erasca (ERAS) | 1.3 | $26M | 1.4M | 18.32 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $24M | 145k | 168.53 | |
| Enliven Therapeutics (ELVN) | 1.2 | $24M | 465k | 50.75 | |
| Tenet Healthcare Corp Com New (THC) | 1.1 | $23M | 125k | 187.08 | |
| Dex (DXCM) | 1.1 | $23M | 343k | 67.35 | |
| Aclaris Therapeutics (ACRS) | 1.1 | $23M | 4.3M | 5.29 | |
| Minimed Group (MMED) | 1.1 | $23M | 1.5M | 14.95 | |
| Boston Scientific Corporation (BSX) | 1.1 | $23M | 529k | 42.68 | |
| Pharvaris N V (PHVS) | 1.1 | $22M | 648k | 34.58 | |
| Avalyn Pharmaceuticals Com Shs | 1.1 | $22M | 663k | 32.92 | |
| Hemab Therapeutics Hldgs Com Shs | 1.0 | $21M | 575k | 36.73 | |
| Dyne Therapeutics (DYN) | 1.0 | $21M | 942k | 22.21 | |
| Alnylam Pharmaceuticals (ALNY) | 1.0 | $20M | 67k | 301.03 | |
| Cogent Biosciences (COGT) | 1.0 | $20M | 516k | 38.70 | |
| Agios Pharmaceuticals (AGIO) | 1.0 | $20M | 533k | 37.11 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 1.0 | $20M | 583k | 33.89 | |
| Vera Therapeutics Cl A (VERA) | 0.9 | $18M | 428k | 42.91 | |
| Tarsus Pharmaceuticals (TARS) | 0.9 | $17M | 277k | 62.94 | |
| Heartflow Inc/Sh (HTFL) | 0.8 | $17M | 574k | 29.34 | |
| Mbx Biosciences (MBX) | 0.8 | $17M | 298k | 55.20 | |
| Cytokinetics Com New (CYTK) | 0.8 | $16M | 188k | 85.19 | |
| Bicara Therapeutics (BCAX) | 0.8 | $16M | 535k | 29.69 | |
| Parabilis Medicines | 0.8 | $16M | 578k | 27.37 | |
| Zai Lab Adr (ZLAB) | 0.8 | $16M | 815k | 19.00 | |
| Danaher Corporation (DHR) | 0.7 | $15M | 76k | 190.48 | |
| Tango Therapeutics (TNGX) | 0.7 | $14M | 457k | 31.26 | |
| Evolent Health Cl A (EVH) | 0.7 | $14M | 2.5M | 5.42 | |
| Ptc Therapeutics I (PTCT) | 0.6 | $13M | 162k | 81.57 | |
| Mineralys Therapeutics (MLYS) | 0.6 | $13M | 485k | 26.98 | |
| Zenas Biopharma (ZBIO) | 0.6 | $13M | 502k | 25.38 | |
| Ardelyx (ARDX) | 0.6 | $11M | 2.2M | 5.10 | |
| Inspire Med Sys (INSP) | 0.5 | $11M | 244k | 44.61 | |
| Bridgebio Pharma (BBIO) | 0.5 | $11M | 145k | 74.48 | |
| Alkermes SHS (ALKS) | 0.5 | $11M | 200k | 52.40 | |
| Summit Therapeutics (SMMT) | 0.5 | $10M | 715k | 14.57 | |
| Brooks Automation (AZTA) | 0.5 | $10M | 403k | 25.52 | |
| Indivior Pharmaceuticals (INDV) | 0.5 | $10M | 246k | 41.03 | |
| Stryker Corporation (SYK) | 0.4 | $9.1M | 29k | 314.84 | |
| Amylyx Pharmaceuticals (AMLX) | 0.4 | $9.0M | 500k | 17.96 | |
| Caris Life Sciences (CAI) | 0.4 | $8.7M | 488k | 17.82 | |
| Omada Health (OMDA) | 0.4 | $8.2M | 373k | 21.95 | |
| Compass Therapeutics (CMPX) | 0.4 | $7.7M | 3.5M | 2.19 | |
| Immunome (IMNM) | 0.4 | $7.4M | 348k | 21.19 | |
| Edap Tms S A Sponsored Adr (FOCL) | 0.4 | $7.2M | 1.4M | 5.18 | |
| Phreesia (PHR) | 0.4 | $7.2M | 697k | 10.29 | |
| Omeros Corporation (OMER) | 0.3 | $6.8M | 719k | 9.51 | |
| Definium Therapeutics Com Shs (DFTX) | 0.3 | $6.7M | 143k | 47.04 | |
| Corcept Therapeutics Incorporated (CORT) | 0.3 | $6.3M | 72k | 86.95 | |
| Janux Therapeutics (JANX) | 0.3 | $5.6M | 367k | 15.36 | |
| Mobia Med Common Stock | 0.3 | $5.6M | 418k | 13.40 | |
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $5.5M | 180k | 30.83 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $5.0M | 10k | 501.36 | |
| Trevi Therapeutics (TRVI) | 0.2 | $4.8M | 260k | 18.65 | |
| Sionna Therapeutics (SION) | 0.2 | $4.4M | 99k | 43.99 | |
| CVS Caremark Corporation (CVS) | 0.2 | $4.1M | 40k | 103.45 | |
| Eyepoint Com New (EYPT) | 0.2 | $3.8M | 269k | 14.30 | |
| Ocular Therapeutix (OCUL) | 0.2 | $3.8M | 384k | 9.82 | |
| Spyre Therapeutics Com New (SYRE) | 0.2 | $3.8M | 42k | 88.78 | |
| Talphera Com New (TLPH) | 0.2 | $3.7M | 3.6M | 1.03 | |
| Roivant Sciences SHS (ROIV) | 0.2 | $3.6M | 101k | 35.39 | |
| Vaxcyte (PCVX) | 0.2 | $3.5M | 60k | 58.13 | |
| Neurogene (NGNE) | 0.2 | $3.4M | 107k | 31.45 | |
| Century Therapeutics (IPSC) | 0.2 | $3.2M | 1.3M | 2.45 | |
| Alphatec Hldgs Com New (ATEC) | 0.2 | $3.1M | 360k | 8.65 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.0M | 64k | 47.94 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $2.9M | 235k | 12.51 | |
| Nervgen Pharma Ord (NGEN) | 0.1 | $2.5M | 1.2M | 2.06 | |
| Medtronic SHS (MDT) | 0.1 | $2.4M | 31k | 78.23 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $2.0M | 59k | 33.88 | |
| Dianthus Therapeutics (DNTH) | 0.1 | $2.0M | 20k | 97.48 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $1.9M | 250k | 7.73 | |
| Capricor Therapeutics Com New (CAPR) | 0.1 | $1.8M | 74k | 24.08 | |
| Lenz Therapeutics (LENZ) | 0.1 | $1.5M | 258k | 5.68 | |
| Altimmune Com New (ALT) | 0.1 | $1.4M | 472k | 3.04 | |
| Kailera Therapeutics Common Stock | 0.1 | $1.4M | 65k | 22.03 | |
| Surgery Partners (SGRY) | 0.1 | $1.4M | 84k | 16.80 | |
| Axsome Therapeutics (AXSM) | 0.1 | $1.3M | 5.5k | 244.77 | |
| Oruka Therapeutics (ORKA) | 0.1 | $1.1M | 12k | 95.17 | |
| Viking Therapeutics (VKTX) | 0.0 | $995k | 26k | 39.01 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $968k | 34k | 28.88 | |
| Glaukos (GKOS) | 0.0 | $664k | 4.8k | 139.76 | |
| Jasper Therapeutics Com New (JSPR) | 0.0 | $463k | 1.1M | 0.42 | |
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $221k | 22k | 10.00 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.0 | $208k | 11k | 19.47 |