Rock Springs Capital Management LP
13F Reported Value
ⓘ$1.7B
Holdings
100
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Rock Springs Capital Management LP disclosed 100 positions worth $1.7B in its Form 13F-HR for Q1 2026, led by $RVMD (Revolution Medicines, Inc.) at 6.9% of the equity portfolio, followed by $LLY and $MDGL. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $MMED and a full exit from $EXK. The portfolio is most concentrated in Healthcare (97.2% of disclosed assets). All figures are sourced directly from Rock Springs Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1595725.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$117.6M1,209,465 sh - 89.3#2
Quality
$90.8M98,700 sh - 25.4#2,544
Quality
$89.5M170,999 sh - 32.7
Quality
$74.9M811,294 sh - —
Quality
$71.9M98,500 sh - 30.3
Quality
$60.0M689,748 sh - 29.4
Quality
$51.4M314,300 sh - 41.5
Quality
$44.4M194,000 sh - 12.9
Quality
$44.4M763,020 sh - 39.2
Quality
$43.9M1,477,954 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $117.6M | 1,209,465 |
 ELI LILLY & Co$LLY | 89.3#2 | $90.8M | 98,700 |
 MADRIGAL PHARMACEUTICALS, INC.$MDGL | 25.4#2,544 | $89.5M | 170,999 |
 Mirum Pharmaceuticals, Inc.$MIRM | 32.7 | $74.9M | 811,294 |
 ARGENX SE$ARGX | — | $71.9M | 98,500 |
 RHYTHM PHARMACEUTICALS, INC.$RYTM | 30.3 | $60.0M | 689,748 |
 INSMED Inc$INSM | 29.4 | $51.4M | 314,300 |
 Ascendis Pharma A/S$ASND | 41.5 | $44.4M | 194,000 |
 Xenon Pharmaceuticals Inc.$XENE | 12.9 | $44.4M | 763,020 |
 Travere Therapeutics, Inc.$TVTX | 39.2 | $43.9M | 1,477,954 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rock Springs Capital Management LP's 100 positions.
Showing top 10 of 100 holdings.
Sector Allocation
Healthcare
$1.6B
Technology
$26.0M
Industrials
$17.1M
Other
$3.8M
Full Holdings — Rock Springs Capital Management LP (Q1 2026)
All 100 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RVMD | Revolution Medicines, Inc. | $117.6M | 6.9% | -9% | — |
| 2 | $LLY | ELI LILLY & Co | $90.8M | 5.3% | -6% | 89.3 |
| 3 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $89.5M | 5.3% | +22% | 25.4 |
| 4 | $MIRM | Mirum Pharmaceuticals, Inc. | $74.9M | 4.4% | +6% | 32.7 |
| 5 | $ARGX | ARGENX SE | $71.9M | 4.2% | -5% | — |
| 6 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | $60.0M | 3.5% | -1% | 30.3 |
| 7 | $INSM | INSMED Inc | $51.4M | 3.0% | -2% | 29.4 |
| 8 | $ASND | Ascendis Pharma A/S | $44.4M | 2.6% | -5% | 41.5 |
| 9 | $XENE | Xenon Pharmaceuticals Inc. | $44.4M | 2.6% | -3% | 12.9 |
| 10 | $TVTX | Travere Therapeutics, Inc. | $43.9M | 2.6% | -33% | 39.2 |
| 11 |  $KYMR | Kymera Therapeutics, Inc. | $41.4M | 2.4% | +0% | 29.2 |
| 12 |  $PEN | Penumbra Inc | $39.6M | 2.3% | +0% | 69.7 |
| 13 |  $ISRG | INTUITIVE SURGICAL INC | $37.8M | 2.2% | +0% | 81.4 |
| 14 |  $SRRK | Scholar Rock Holding Corp | $36.4M | 2.1% | +1% | — |
| 15 |  $ELVN | Enliven Therapeutics, Inc. | $32.4M | 1.9% | +4% | — |
| 16 |  $BSX | BOSTON SCIENTIFIC CORP | $32.3M | 1.9% | +29% | 79.9 |
| 17 |  $IRTC | iRhythm Holdings, Inc. | $30.9M | 1.8% | +11% | 41.1 |
| 18 |  $GPCR | Structure Therapeutics Inc. | $30.9M | 1.8% | -14% | — |
| 19 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $27.0M | 1.6% | +0% | 26.3 |
| 20 |  $RARE | Ultragenyx Pharmaceutical Inc. | $25.5M | 1.5% | -4% | 31 |
| 21 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $24.5M | 1.4% | +4% | 60.9 |
| 22 |  $COGT | Cogent Biosciences, Inc. | $24.0M | 1.4% | -26% | — |
| 23 |  $THC | TENET HEALTHCARE CORP | $23.6M | 1.4% | +0% | 66.6 |
| 24 |  $DXCM | DEXCOM INC | $22.3M | 1.3% | +2% | 77.9 |
| 25 |  $CLDX | Celldex Therapeutics, Inc. | $20.6M | 1.2% | -6% | 13.2 |
| 26 |  $VERA | Vera Therapeutics, Inc. | $20.3M | 1.2% | -11% | — |
| 27 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $19.8M | 1.2% | +20% | 75.4 |
| 28 |  $ACLX | Arcellx, Inc. | $19.5M | 1.1% | +0% | 6.7 |
| 29 |  $NAMS | NewAmsterdam Pharma Co N.V. | $18.8M | 1.1% | +6% | — |
| 30 |  $PHVS | Pharvaris N.V. | $18.2M | 1.1% | +4% | — |
| 31 |  $ERAS | Erasca, Inc. | $17.9M | 1.1% | +16% | — |
| 32 |  $DYN | Dyne Therapeutics, Inc. | $17.6M | 1.0% | +6% | — |
| 33 |  $CMPX | Compass Therapeutics, Inc. | $17.5M | 1.0% | -16% | — |
| 34 |  $ACRS | Aclaris Therapeutics, Inc. | $16.8M | 1.0% | +0% | 9.2 |
| 35 |  $TARS | Tarsus Pharmaceuticals, Inc. | $15.8M | 0.9% | -14% | 40.8 |
| 36 |  $MMED | MiniMed Group, Inc. | $15.7M | 0.9% | NEW | — |
| 37 |  $ZLAB | Zai Lab Ltd | $15.3M | 0.9% | +0% | — |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $14.3M | 0.8% | +30% | 66.8 |
| 39 |  $CNTA | Centessa Pharmaceuticals plc | $14.0M | 0.8% | +9% | — |
| 40 |  $HTFL | Heartflow, Inc. | $13.9M | 0.8% | +106% | 45.3 |
| 41 |  $ARDX | ARDELYX, INC. | $13.8M | 0.8% | +0% | 35.3 |
| 42 |  $SMMT | Summit Therapeutics Inc. | $13.5M | 0.8% | +0% | — |
| 43 |  $AZTA | Azenta, Inc. | $12.0M | 0.7% | +0% | 29.8 |
| 44 |  $MLYS | Mineralys Therapeutics, Inc. | $11.9M | 0.7% | +3% | — |
| 45 |  $DHR | DANAHER CORP /DE/ | $11.7M | 0.7% | +0% | 63.9 |
| 46 |  $PTCT | PTC THERAPEUTICS, INC. | $11.0M | 0.7% | +161% | 80 |
| 47 |  $CAI | Caris Life Sciences, Inc. | $10.1M | 0.6% | -18% | 32 |
| 48 |  $ZBIO | Zenas BioPharma, Inc. | $9.8M | 0.6% | +0% | 14.4 |
| 49 |  $BCAX | Bicara Therapeutics Inc. | $9.7M | 0.6% | +14% | — |
| 50 |  $BBIO | BridgeBio Pharma, Inc. | $9.5M | 0.6% | +24% | 31.7 |
| 51 |  $SLNO | SOLENO THERAPEUTICS INC | $8.6M | 0.5% | +4% | 46.3 |
| 52 |  $MBX | MBX Biosciences, Inc. | $8.6M | 0.5% | +2% | — |
| 53 |  $TNGX | Tango Therapeutics, Inc. | $8.1M | 0.5% | +0% | 26.9 |
| 54 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $7.8M | 0.5% | +0% | 75.1 |
| 55 |  $IMNM | Immunome Inc. | $7.6M | 0.5% | +0% | 5.8 |
| 56 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $6.9M | 0.4% | +0% | — |
| 57 |  $OMDA | Omada Health, Inc. | $6.8M | 0.4% | -27% | 45.5 |
| 58 |  $INSP | Inspire Medical Systems, Inc. | $6.8M | 0.4% | +1% | 46 |
| 59 |  $APLS | Apellis Pharmaceuticals, Inc. | $6.5M | 0.4% | +8% | 63.9 |
| 60 |  $ALKS | Alkermes plc. | $6.5M | 0.4% | +32% | — |
| 61 |  $EVH | Evolent Health, Inc. | $6.1M | 0.4% | +0% | 31.5 |
| 62 |  $INDV | Indivior Pharmaceuticals, Inc. | $6.1M | 0.4% | +90% | 64.6 |
| 63 |  $TERN | Terns Pharmaceuticals, Inc. | $6.0M | 0.3% | +5% | — |
| 64 |  $FOCL | EDAP TMS SA | $5.1M | 0.3% | +7% | — |
| 65 |  $JANX | Janux Therapeutics, Inc. | $5.1M | 0.3% | +2% | 24.8 |
| 66 |  $PHR | Phreesia, Inc. | $5.0M | 0.3% | -32% | 53.2 |
| 67 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.9M | 0.3% | +0% | 63.7 |
| 68 |  $SYK | STRYKER CORP | $4.9M | 0.3% | NEW | 69.8 |
| 69 |  $SION | Sionna Therapeutics, Inc. | $4.0M | 0.2% | +0% | — |
| 70 |  $RCUS | Arcus Biosciences, Inc. | $3.9M | 0.2% | +0% | 12 |
| 71 | — | SPDR SERIES TRUST | $3.8M | 0.2% | -86% | — |
| 72 |  $ATEC | Alphatec Holdings, Inc. | $3.8M | 0.2% | +16% | 37.7 |
| 73 |  $PCVX | Vaxcyte, Inc. | $3.5M | 0.2% | +28% | — |
| 74 |  $EYPT | EyePoint, Inc. | $3.3M | 0.2% | +0% | 10.3 |
| 75 |  $NVO | NOVO NORDISK A S | $3.3M | 0.2% | NEW | — |
| 76 |  $OCUL | OCULAR THERAPEUTIX, INC | $3.3M | 0.2% | +11% | 12.8 |
| 77 |  $VKTX | Viking Therapeutics, Inc. | $3.1M | 0.2% | NEW | — |
| 78 |  $CYTK | CYTOKINETICS INC | $3.0M | 0.2% | +27% | 28 |
| 79 |  $IPSC | Century Therapeutics, Inc. | $2.9M | 0.2% | NEW | 43.5 |
| 80 |  $CVS | CVS HEALTH Corp | $2.9M | 0.2% | NEW | 51.3 |
| 81 |  $ROIV | Roivant Sciences Ltd. | $2.7M | 0.2% | +9% | — |
| 82 |  $TLPH | TALPHERA, INC. | $2.7M | 0.2% | +0% | — |
| 83 |  $OLMA | Olema Pharmaceuticals, Inc. | $2.5M | 0.1% | +73% | — |
| 84 |  $SGRY | Surgery Partners, Inc. | $2.5M | 0.1% | -33% | 48 |
| 85 |  $LENZ | LENZ Therapeutics, Inc. | $2.4M | 0.1% | +0% | 19.6 |
| 86 |  $EW | Edwards Lifesciences Corp | $2.3M | 0.1% | -65% | 67.6 |
| 87 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $2.2M | 0.1% | NEW | 26.8 |
| 88 |  $NGNE | Neurogene Inc. | $2.1M | 0.1% | +0% | — |
| 89 |  $AGL | agilon health, inc. | $2.1M | 0.1% | -96% | 46.9 |
| 90 |  $CORT | CORCEPT THERAPEUTICS INC | $2.0M | 0.1% | +0% | 55.4 |
| 91 |  $ACHC | Acadia Healthcare Company, Inc. | $1.8M | 0.1% | -37% | 49.3 |
| 92 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $1.4M | 0.1% | +0% | — |
| 93 |  $MLTX | MoonLake Immunotherapeutics | $1.2M | 0.1% | +0% | — |
| 94 |  $JAZZ | Jazz Pharmaceuticals plc | $1.1M | 0.1% | +229% | — |
| 95 |  $JSPR | Jasper Therapeutics, Inc. | $964,456 | 0.1% | +0% | — |
| 96 |  $LEGN | Legend Biotech Corp | $732,645 | 0.0% | +20% | 44.2 |
| 97 |  $GOSS | Gossamer Bio, Inc. | $528,718 | 0.0% | -51% | 27.1 |
| 98 |  $FOLD | AMICUS THERAPEUTICS, INC. | $304,557 | 0.0% | -99% | 44.2 |
| 99 |  $ORKA | Oruka Therapeutics, Inc. | $202,233 | 0.0% | NEW | — |
| 100 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $119,952 | 0.0% | NEW | 37.2 |
New Positions (9)
$MMED MiniMed Group, Inc.$15.7M$SYK STRYKER CORP$4.9M$NVO NOVO NORDISK A S$3.3M$VKTX Viking Therapeutics, Inc.$3.1M$IPSC Century Therapeutics, Inc.$2.9M$CVS CVS HEALTH Corp$2.9M$DNTH Dianthus Therapeutics, Inc. /DE/$2.2M$ORKA Oruka Therapeutics, Inc.$202,233$BCRX BIOCRYST PHARMACEUTICALS INC$119,952
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