Rock Springs Capital Management LP

Rock Springs Capital Management LP reported 104 holdings worth US$2.05B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Rock Springs Capital Management LP reported 104 holdings worth US$2.05B as of Jun 30, 2026. Largest: Revolution Medicines, Inc., Travere Therapeutics, Inc. and Eli Lilly And Company. Filed Aug 14, 2026 (Form 13F).

Holdings
104
Value as reported
US$2.05B

The filing in full

CompanySharesValue as reported% of portfolio
Revolution Medicines, Inc.1.11MUS$207M10.1%
Travere Therapeutics, Inc.2.18MUS$124M6.0%
Eli Lilly And Company98,700US$118M5.8%
Madrigal Pharmaceuticals, Inc.175KUS$94M4.6%
Mirum Pharmaceuticals, Inc.798KUS$93.4M4.6%
Rhythm Pharmaceuticals, Inc.693KUS$76.9M3.8%
Kymera Therapeutics, Inc.453KUS$52M2.5%
Argenx Se52,750US$48.9M2.4%
Xenon Pharmaceuticals Inc.684KUS$41.3M2.0%
Scholar Rock Holding Corporation715KUS$39.3M1.9%
Insmed Incorporated362KUS$38.6M1.9%
Penumbra, Inc.116KUS$36.5M1.8%
Ultragenyx Pharmaceutical Inc.968KUS$32.3M1.6%
Irhythm Holdings, Inc.270KUS$32.1M1.6%
Intuitive Surgical, Inc.76,460US$30.4M1.5%
Agilon Health, Inc.263KUS$28.1M1.4%
Unitedhealth Group Incorporated63,750US$26.5M1.3%
Celldex Therapeutics, Inc.699KUS$26M1.3%
Erasca, Inc.1.4MUS$25.7M1.3%
Neurocrine Biosciences, Inc.145KUS$24.4M1.2%
Enliven Therapeutics, Inc.465KUS$23.6M1.2%
Tenet Healthcare Corporation125KUS$23.4M1.1%
Dexcom, Inc.343KUS$23.1M1.1%
Aclaris Therapeutics, Inc.4.33MUS$22.9M1.1%
Minimed Group, Inc.1.52MUS$22.7M1.1%
Boston Scientific Corporation529KUS$22.6M1.1%
Avalyn Pharma Inc.663KUS$21.8M1.1%
Hemab Therapeutics Holdings, Inc.575KUS$21.1M1.0%
Dyne Therapeutics, Inc.942KUS$20.9M1.0%
Alnylam Pharmaceuticals, Inc.66,750US$20.1M0.98%
Cogent Biosciences, Inc.516KUS$20M0.97%
Agios Pharmaceuticals, Inc.533KUS$19.8M0.96%
Vera Therapeutics, Inc.428KUS$18.3M0.90%
Tarsus Pharmaceuticals, Inc.277KUS$17.4M0.85%
Heartflow, Inc.574KUS$16.8M0.82%
Mbx Biosciences, Inc.298KUS$16.5M0.80%
Cytokinetics, Incorporated188KUS$16M0.78%
Bicara Therapeutics Inc.535KUS$15.9M0.78%
Parabilis Medicines, Inc.578KUS$15.8M0.77%
Zai Lab Ltd.815KUS$15.5M0.76%
Danaher Corporation76,300US$14.5M0.71%
Tango Therapeutics, Inc.457KUS$14.3M0.70%
Evolent Health, Inc2.5MUS$13.6M0.66%
Ptc Therapeutics, Inc.162KUS$13.2M0.65%
Mineralys Therapeutics, Inc.485KUS$13.1M0.64%
Zenas Biopharma, Inc.502KUS$12.7M0.62%
Ardelyx, Inc.2.24MUS$11.4M0.56%
Inspire Medical Systems, Inc.244KUS$10.9M0.53%
Bridgebio Pharma, Inc.145KUS$10.8M0.53%
Summit Therapeutics Inc.715KUS$10.4M0.51%
Azenta, Inc.403KUS$10.3M0.50%
Indivior Pharmaceuticals, Inc.246KUS$10.1M0.49%
Stryker Corporation29,000US$9.13M0.45%
Amylyx Pharmaceuticals, Inc.500KUS$8.98M0.44%
Caris Life Sciences, Inc.488KUS$8.69M0.42%
Omada Health, Inc.373KUS$8.19M0.40%
Compass Therapeutics, Inc.3.52MUS$7.72M0.38%
Immunome, Inc.348KUS$7.37M0.36%
Phreesia, Inc.697KUS$7.17M0.35%
Omeros Corporation718KUS$6.83M0.33%
Definium Therapeutics, Inc.143KUS$6.74M0.33%
Corcept Therapeutics Incorporated72,000US$6.26M0.31%
Janux Therapeutics, Inc.367KUS$5.64M0.28%
Mobia Medical, Inc.418KUS$5.6M0.27%
Arcus Biosciences, Inc.180KUS$5.55M0.27%
Thermo Fisher Scientific Inc10,000US$5.01M0.24%
Trevi Therapeutics, Inc.260KUS$4.85M0.24%
Sionna Therapeutics, Inc.99,429US$4.37M0.21%
Cvs Health Corporation40,000US$4.14M0.20%
Eyepoint, Inc.269KUS$3.84M0.19%
Ocular Therapeutix, Inc.384KUS$3.77M0.18%
Spyre Therapeutics, Inc.42,254US$3.75M0.18%
Talphera, Inc.3.59MUS$3.7M0.18%
Roivant Sciences Ltd.101KUS$3.57M0.17%
Vaxcyte, Inc.60,250US$3.5M0.17%
Neurogene Inc.107KUS$3.36M0.16%
Century Therapeutics, Inc.1.3MUS$3.2M0.16%
Alphatec Holdings, Inc.360KUS$3.11M0.15%
Novo Nordisk A/s Class B63,500US$3.04M0.15%
Olema Pharmaceuticals, Inc.235KUS$2.94M0.14%
Nervgen Pharma Corp.1.21MUS$2.49M0.12%
Teva Pharmaceutical Industries Limited59,000US$2M0.10%
Dianthus Therapeutics, Inc.20,326US$1.98M0.10%
Sagimet Biosciences Inc. - Series A250KUS$1.93M0.09%
Capricor Therapeutics, Inc.74,448US$1.79M0.09%
Lenz Therapeutics, Inc.257KUS$1.46M0.07%
Altimmune, Inc.471KUS$1.43M0.07%
Kailera Therapeutics, Inc.65,000US$1.43M0.07%
Surgery Partners, Inc.84,000US$1.41M0.07%
Axsome Therapeutics, Inc.5,500US$1.35M0.07%
Oruka Therapeutics, Inc.12,051US$1.15M0.06%
Viking Therapeutics, Inc.25,500US$995K0.05%
Glaukos Corporation4,750US$664K0.03%
Jasper Therapeutics, Inc.1.1MUS$463K0.02%
Biocryst Pharmaceuticals, Inc.22,124US$221K0.01%
Apellis Pharmaceuticals, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Edwards Lifesciences Corporation0US$00.00%
Gossamer Bio, Inc.0US$00.00%
Regeneron Pharmaceuticals, Inc.0US$00.00%

Every holding of Rock Springs Capital Management LP

Source

View original at SEC

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