EdgeMarket › What Rock Springs Capital Management Lp reported owning
What Rock Springs Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
100Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RVMD Revolution Medicines, Inc. | 117.6M | 6.9% | 1.2M | 209.46 | +479.3% |
| LLY ELI LILLY & Co | 90.8M | 5.4% | 98.7K | 1,255.40 | +78.0% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 89.5M | 5.3% | 171.0K | 516.74 | +31.9% |
| MIRM Mirum Pharmaceuticals, Inc. | 74.9M | 4.4% | 811.3K | 96.31 | +44.4% |
| ARGX ARGENX SE | 71.9M | 4.2% | 98.5K | 1,039.78 | +57.3% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 60.0M | 3.5% | 689.7K | 110.00 | +11.4% |
| INSM INSMED Inc | 51.4M | 3.0% | 314.3K | 125.77 | -2.8% |
| ASND Ascendis Pharma A/S | 44.4M | 2.6% | 194.0K | 253.29 | +31.4% |
| XENE Xenon Pharmaceuticals Inc. | 44.4M | 2.6% | 763.0K | 60.77 | +61.5% |
| TVTX Travere Therapeutics, Inc. | 43.9M | 2.6% | 1.5M | 65.71 | +265.7% |
| KYMR Kymera Therapeutics, Inc. | 41.4M | 2.4% | 496.9K | 119.80 | +182.9% |
| PEN Penumbra Inc | 39.6M | 2.3% | 120.5K | 325.18 | +27.2% |
| ISRG INTUITIVE SURGICAL INC | 37.8M | 2.2% | 82.0K | 378.81 | -21.2% |
| SRRK Scholar Rock Holding Corp | 36.4M | 2.1% | 739.8K | 56.50 | +64.2% |
| ELVN Enliven Therapeutics, Inc. | 32.4M | 1.9% | 826.5K | 59.82 | +204.3% |
| BSX BOSTON SCIENTIFIC CORP | 32.3M | 1.9% | 515.3K | 50.37 | -52.5% |
| IRTC iRhythm Holdings, Inc. | 30.9M | 1.8% | 261.8K | 128.52 | -21.2% |
| GPCR Structure Therapeutics Inc. | 30.9M | 1.8% | 640.2K | 49.09 | +164.4% |
| AGIO AGIOS PHARMACEUTICALS, INC. | 27.0M | 1.6% | 799.2K | 33.09 | -10.1% |
| RARE Ultragenyx Pharmaceutical Inc. | 25.5M | 1.5% | 1.2M | 25.83 | -12.0% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 24.5M | 1.4% | 74.0K | 236.22 | -48.5% |
| COGT Cogent Biosciences, Inc. | 24.0M | 1.4% | 624.2K | 36.73 | +209.6% |
| THC TENET HEALTHCARE CORP | 23.6M | 1.4% | 125.0K | 280.77 | +54.3% |
| DXCM DEXCOM INC | 22.3M | 1.3% | 355.6K | 92.34 | +13.1% |
| CLDX Celldex Therapeutics, Inc. | 20.6M | 1.2% | 650.3K | 40.38 | +93.3% |
| VERA Vera Therapeutics, Inc. | 20.3M | 1.2% | 503.6K | 32.27 | +46.0% |
| NBIX NEUROCRINE BIOSCIENCES INC | 19.8M | 1.2% | 150.4K | 152.57 | +14.5% |
| unmapped CUSIP 03940C100 | 19.5M | 1.1% | 169.9K | — | — |
| NAMS NewAmsterdam Pharma Co N.V. | 18.8M | 1.1% | 588.8K | 27.87 | +14.6% |
| PHVS Pharvaris N.V. | 18.2M | 1.1% | 645.5K | 36.27 | +57.7% |
| ERAS Erasca, Inc. | 17.9M | 1.1% | 1.1M | 17.63 | +1107.5% |
| DYN Dyne Therapeutics, Inc. | 17.6M | 1.0% | 972.2K | 26.10 | +118.0% |
| CMPX Compass Therapeutics, Inc. | 17.5M | 1.0% | 3.3M | 2.40 | -13.7% |
| ACRS Aclaris Therapeutics, Inc. | 16.8M | 1.0% | 4.5M | 6.41 | +254.1% |
| TARS Tarsus Pharmaceuticals, Inc. | 15.8M | 0.9% | 225.2K | 72.70 | +31.2% |
| MMED MiniMed Group, Inc. | 15.7M | 0.9% | 1.1M | 20.45 | — |
| ZLAB Zai Lab Ltd | 15.3M | 0.9% | 814.7K | 26.01 | -22.4% |
| UNH UNITEDHEALTH GROUP INC | 14.3M | 0.8% | 53.0K | 390.11 | +30.1% |
| unmapped CUSIP 152309100 | 14.0M | 0.8% | 351.8K | — | — |
| HTFL Heartflow, Inc. | 13.9M | 0.8% | 572.5K | 49.75 | +69.7% |
| ARDX ARDELYX, INC. | 13.8M | 0.8% | 2.3M | 3.89 | -35.1% |
| SMMT Summit Therapeutics Inc. | 13.5M | 0.8% | 710.0K | 13.16 | -49.1% |
| AZTA Azenta, Inc. | 12.0M | 0.7% | 569.1K | 37.40 | +25.6% |
| MLYS Mineralys Therapeutics, Inc. | 11.9M | 0.7% | 439.8K | 25.65 | +65.7% |
| DHR DANAHER CORP /DE/ | 11.7M | 0.7% | 61.5K | 218.85 | +3.5% |
| PTCT PTC THERAPEUTICS, INC. | 11.0M | 0.6% | 161.8K | 69.82 | +42.9% |
| CAI Caris Life Sciences, Inc. | 10.1M | 0.6% | 563.0K | 26.27 | -25.1% |
| ZBIO Zenas BioPharma, Inc. | 9.8M | 0.6% | 502.1K | 32.29 | +97.9% |
| BCAX Bicara Therapeutics Inc. | 9.7M | 0.6% | 489.1K | 23.90 | +118.1% |
| BBIO BridgeBio Pharma, Inc. | 9.5M | 0.6% | 128.2K | 81.50 | +66.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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