Rock Springs Capital Management LP 13F holdings
Rock Springs Capital Management LP reported 104 positions with a total reported value of $2.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RVMD REVOLUTION MEDICINES INC (10.1%), TVTX TRAVERE THERAPEUTICS INC (6.0%), LLY ELI LILLY & CO (5.8%), MDGL MADRIGAL PHARMACEUTICALS INC (4.6%), MIRM MIRUM PHARMACEUTICALS INC (4.6%). Against 2026-03-31 it opened 16 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 104 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 1,105,210 | $207.0M | 10.1% |
| TVTX TRAVERE THERAPEUTICS INC | 2,179,069 | $123.8M | 6.0% |
| LLY ELI LILLY & CO | 98,700 | $118.4M | 5.8% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 174,999 | $94.0M | 4.6% |
| MIRM MIRUM PHARMACEUTICALS INC | 798,145 | $93.4M | 4.6% |
| RYTM RHYTHM PHARMACEUTICALS INC | 692,598 | $76.9M | 3.8% |
| KYMR KYMERA THERAPEUTICS INC | 453,156 | $52.0M | 2.5% |
| ARGX ARGENX SE | 52,750 | $48.9M | 2.4% |
| ASND ASCENDIS PHARMA A/S | 168,750 | $45.0M | 2.2% |
| XENE XENON PHARMACEUTICALS INC | 683,907 | $41.3M | 2.0% |
| SRRK SCHOLAR ROCK HLDG CORP | 715,452 | $39.3M | 1.9% |
| INSM INSMED INC | 362,150 | $38.6M | 1.9% |
| PEN PENUMBRA INC | 115,750 | $36.5M | 1.8% |
| GPCR STRUCTURE THERAPEUTICS INC | 640,317 | $34.4M | 1.7% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 967,855 | $32.3M | 1.6% |
| IRTC IRHYTHM HOLDINGS INC | 269,650 | $32.1M | 1.6% |
| ISRG INTUITIVE SURGICAL INC | 76,460 | $30.4M | 1.5% |
| AGL AGILON HEALTH INC | 262,600 | $28.1M | 1.4% |
| UNH UNITEDHEALTH GROUP INC | 63,750 | $26.5M | 1.3% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 699,146 | $26.0M | 1.3% |
| ERAS ERASCA INC | 1,402,150 | $25.7M | 1.3% |
| NBIX NEUROCRINE BIOSCIENCES INC | 144,750 | $24.4M | 1.2% |
| ELVN ENLIVEN THERAPEUTICS INC | 464,625 | $23.6M | 1.2% |
| THC TENET HEALTHCARE CORP | 125,000 | $23.4M | 1.1% |
| DXCM DEXCOM INC | 343,000 | $23.1M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 16 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AVLN AVALYN PHARMACEUTICALS INC | 662,918 | $21.8M | 1.1% |
| COAG HEMAB THERAPEUTICS HLDGS INC | 575,432 | $21.1M | 1.0% |
| PBLS PARABILIS MEDICINES INC | 578,028 | $15.8M | 0.8% |
| OMER OMEROS CORP | 718,499 | $6.8M | 0.3% |
| DFTX DEFINIUM THERAPEUTICS INC | 143,187 | $6.7M | 0.3% |
| MOBI MOBIA MED INC | 418,200 | $5.6M | 0.3% |
| TRVI TREVI THERAPEUTICS INC | 260,000 | $4.8M | 0.2% |
| SYRE SPYRE THERAPEUTICS INC | 42,254 | $3.8M | 0.2% |
| NGEN NERVGEN PHARMA CORP | 1,208,231 | $2.5M | 0.1% |
| MDT MEDTRONIC PLC | 30,900 | $2.4M | 0.1% |
| SGMT SAGIMET BIOSCIENCES INC | 250,000 | $1.9M | <0.1% |
| CAPR CAPRICOR THERAPEUTICS INC | 74,448 | $1.8M | <0.1% |
| ALT ALTIMMUNE INC | 471,465 | $1.4M | <0.1% |
| KLRA KAILERA THERAPEUTICS INC | 65,000 | $1.4M | <0.1% |
| AXSM AXSOME THERAPEUTICS INC. | 5,500 | $1.3M | <0.1% |
| GKOS GLAUKOS CORP | 4,750 | $663.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ARCELLX INC | 169,859 | $19.5M | 1.1% |
| CENTESSA PHARMACEUTICALS PLC | 351,828 | $14.0M | 0.8% |
| SOLENO THERAPEUTICS INC | 257,253 | $8.6M | 0.5% |
| REGN REGENERON PHARMACEUTICALS | 10,100 | $7.8M | 0.5% |
| APELLIS PHARMACEUTICALS INC | 162,750 | $6.5M | 0.4% |
| TERNS PHARMACEUTICALS INC | 113,748 | $6.0M | 0.4% |
| SPDR SERIES TRUST | 30,000 | $3.8M | 0.2% |
| EW EDWARDS LIFESCIENCES CORP | 28,900 | $2.3M | 0.1% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 75,500 | $1.8M | 0.1% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 5,750 | $1.1M | <0.1% |
| GOSS GOSSAMER BIO INC | 1,609,492 | $528.7K | <0.1% |
| AMICUS THERAPEUTIC | 21,062 | $304.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TVTX TRAVERE THERAPEUTICS INC | 1,477,954 | 2,179,069 | +47.4% | $123.8M |
| CYTK CYTOKINETICS INC | 45,364 | 187,980 | +314.4% | $16.0M |
| MMED MINIMED GROUP INC | 1,055,000 | 1,520,000 | +44.1% | $22.7M |
| ERAS ERASCA INC | 1,103,469 | 1,402,150 | +27.1% | $25.7M |
| INSM INSMED INC | 314,300 | 362,150 | +15.2% | $38.6M |
| INSPIRE MED SYS INC | 131,800 | 244,000 | +85.1% | $10.9M |
| SYK STRYKER CORPORATION | 14,800 | 29,000 | +95.9% | $9.1M |
| UNH UNITEDHEALTH GROUP INC | 53,000 | 63,750 | +20.3% | $26.5M |
| TARS TARSUS PHARMACEUTICALS INC | 225,179 | 277,087 | +23.1% | $17.4M |
| DHR DANAHER CORP DEL | 61,500 | 76,300 | +24.1% | $14.5M |
| TNGX TANGO THERAPEUTICS INC | 386,915 | 456,551 | +18.0% | $14.3M |
| MDGL MADRIGAL PHARMACEUTICALS INC | 170,999 | 174,999 | +2.3% | $94.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ARGX ARGENX SE | 98,500 | 52,750 | -46.4% | $48.9M |
| RVMD REVOLUTION MEDICINES INC | 1,209,465 | 1,105,210 | -8.6% | $207.0M |
| ELVN ENLIVEN THERAPEUTICS INC | 826,500 | 464,625 | -43.8% | $23.6M |
| AGIO AGIOS PHARMACEUTICALS INC | 799,163 | 532,563 | -33.4% | $19.8M |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 1,218,773 | 967,855 | -20.6% | $32.3M |
| ASND ASCENDIS PHARMA A/S | 194,000 | 168,750 | -13.0% | $45.0M |
| KYMR KYMERA THERAPEUTICS INC | 496,871 | 453,156 | -8.8% | $52.0M |
| XENE XENON PHARMACEUTICALS INC | 763,020 | 683,907 | -10.4% | $41.3M |
| AZTA AZENTA INC | 569,100 | 403,000 | -29.2% | $10.3M |
| COGT COGENT BIOSCIENCES INC | 624,155 | 515,917 | -17.3% | $20.0M |
| OMDA OMADA HEALTH INC | 541,000 | 373,000 | -31.1% | $8.2M |
| VERA VERA THERAPEUTICS INC | 503,585 | 427,584 | -15.1% | $18.3M |
CIK 1595725 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
