13F Pro13F Pro

Rock Springs Capital Management LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1595725
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare98.5%$2.0B
  • Technology1.2%$23.8M
  • Industrials0.3%$7.2M

AUM History

13fpro.ai/research/fund/rock-springs-capital-management-lp-1595725

Conviction and streaks

Concentrating · top 10 = 44.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

RVMD$RVMDConviction hold10.1% weight · held 10 quartersTVTX$TVTXConviction hold6.0% weight · held 10 quartersLLY$LLYConviction hold5.8% weight · held 10 quartersMDGL$MDGLConviction hold4.6% weight · held 10 quartersMIRM$MIRMConviction hold4.6% weight · held 10 quartersBSX$BSXAccumulating+91% shares · 5 quarters runningMLYS$MLYSAccumulating+51% shares · 5 quarters runningINSP$INSPAccumulating+146% shares · 5 quarters runningBCAX$BCAXAccumulating+59% shares · 4 quarters runningMDGL$MDGLAccumulating+27% shares · 3 quarters runningARGX$ARGXTrimming-70% shares · 4 quarters runningXENE$XENETrimming-27% shares · 4 quarters runningOMDA$OMDATrimming-60% shares · 4 quarters runningCOGT$COGTTrimming-49% shares · 3 quarters runningVERA$VERATrimming-31% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/rock-springs-capital-management-lp-1595725

Rock Springs Capital Management LP 13F holdings — Q2 2026

$2.0B portfolio (+20.8% QoQ) · 104 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio

All holdings — Rock Springs Capital Management LP (Q2 2026)

104 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
SRRK$SRRKScholar Rock Holding Corp$39.3M-3%
INSM$INSMINSMED Inc$38.6M+15%
PEN$PENPenumbra Inc$36.5M-4%
GPCR$GPCRStructure Therapeutics Inc.adr$34.4M+0.0%
RARE$RAREUltragenyx Pharmaceutical Inc.$32.3M-21%
IRTC$IRTCiRhythm Holdings, Inc.$32.1M+3%
ISRG$ISRGINTUITIVE SURGICAL INC$30.4M-7%
AGL$AGLagilon health, inc.$28.1M+1%
UNH$UNHUNITEDHEALTH GROUP INC$26.5M+20%
CLDX$CLDXCelldex Therapeutics, Inc.$26.0M+8%
ERAS$ERASErasca, Inc.$25.7M+27%
NBIX$NBIXNEUROCRINE BIOSCIENCES INC$24.4M-4%
ELVN$ELVNEnliven Therapeutics, Inc.$23.6M-44%
THC$THCTENET HEALTHCARE CORP$23.4M—
DXCM$DXCMDEXCOM INC$23.1M-4%

What changed in Q2 2026

Against the previous quarter's 13F: 16 new, 40 added to, 31 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.

New positions (16)

  • AVLN$AVLNAvalyn Pharma Inc.$21.8M

    first bought this quarter

  • COAG$COAGHemab Therapeutics Holdings, Inc.$21.1M

    first bought this quarter

  • PBLS$PBLSParabilis Medicines, Inc.$15.8M

    first bought this quarter

  • OMER$OMEROMEROS CORP$6.8M

    first bought this quarter

  • DFTX$DFTXDefinium Therapeutics, Inc.$6.7M

    first bought this quarter

  • MOBI$MOBIMobia Medical, Inc.$5.6M

    first bought this quarter

+10 more in the Excel export

Added to (40)

  • TVTX$TVTXTravere Therapeutics, Inc.+47%

    now $123.8M · held 10+ qtrs

  • CYTK$CYTKCYTOKINETICS INC+314%

    now $16.0M · held 3 qtrs, 3 adds in a row

  • MMED$MMEDMiniMed Group, Inc.+44%

    now $22.7M · held 2 qtrs, 2 adds in a row

  • ERAS$ERASErasca, Inc.+27%

    now $25.7M · held 3 qtrs, 3 adds in a row

  • INSM$INSMINSMED Inc+15%

    now $38.6M · held 9 qtrs

  • INSP$INSPInspire Medical Systems, Inc.+85%

    now $10.9M · held 10+ qtrs

+34 more in the Excel export

Trimmed (31)

  • ARGX$ARGXARGENX SE-46%

    now $48.9M · held 10+ qtrs, 4 trims in a row

  • RVMD$RVMDRevolution Medicines, Inc.-9%

    now $207.0M · held 10+ qtrs, 2 trims in a row

  • ELVN$ELVNEnliven Therapeutics, Inc.-44%

    now $23.6M · held 10+ qtrs

  • AGIO$AGIOAGIOS PHARMACEUTICALS, INC.-33%

    now $19.8M · held 10+ qtrs

  • RARE$RAREUltragenyx Pharmaceutical Inc.-21%

    now $32.3M · held 10+ qtrs, 2 trims in a row

  • ASND$ASNDAscendis Pharma A/S-13%

    now $45.0M · held 10+ qtrs, 4 trims in a row

+25 more in the Excel export

Sold out (12)

  • ACLX$ACLXArcellx, Inc.was $19.5M

    held 4 qtrs

  • CNTA$CNTACentessa Pharmaceuticals plcwas $14.0M

    held 3 qtrs

  • SLNO$SLNOSOLENO THERAPEUTICS INCwas $8.6M

    held 6 qtrs

  • REGN$REGNREGENERON PHARMACEUTICALS, INC.was $7.8M

    held 5 qtrs

  • APLS$APLSApellis Pharmaceuticals, Inc.was $6.5M
  • TERN$TERNTerns Pharmaceuticals, Inc.was $6.0M

+6 more in the Excel export

Firm AUM (Form ADV): $2.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Rock Springs Capital Management LP has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Rock Springs Capital Management?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Rock Springs Capital Management's top 20 holdings: 48/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-11.0%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 29% over the last 4

Top 10 weight

44%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Rock Springs Capital Management LP disclosed 104 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $RVMD (Revolution Medicines, Inc.) at 10.1% of the equity portfolio, followed by $TVTX and $LLY. During the quarter the fund opened 16 new positions and exited 12 — including a new stake in $AVLN and a full exit from $ACLX. The portfolio is most concentrated in Healthcare (98.5% 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.

Funds like this

managers whose biggest positions overlap Rock Springs Capital Management's
BAKER BROS. ADVISORS LP$19.96B 13F book · 9 shared top holdingsRVMDMDGLRYTMKYMRAvoro Capital Advisors LLC$11.14B 13F book · 9 shared top holdingsMDGLRVMDKYMRARGXRTW INVESTMENTS, LP$11.71B 13F book · 11 shared top holdingsMDGLARGXINSMRAREIntegral Health Asset Management, LLC$2.53B 13F book · 10 shared top holdingsRVMDRYTMINSMSRRKSiren, L.L.C.$4.94B 13F book · 12 shared top holdingsRVMDKYMRRYTMSRRKBellevue Group AG$4.75B 13F book · 12 shared top holdingsRVMDARGXSRRKINSM

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Rock Springs Capital Management LP

13F Pro is an AI hedge fund tracker and stock research platform. For Rock Springs Capital Management LP (SEC CIK: 1595725), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Rock Springs Capital Management LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.