Rock Springs Capital Management LP
13F Reported Value
ⓘ$2.0B
Holdings
104
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (97.3% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$207.0M1,105,210 sh - 56.6#1,149
Quality
$123.8M2,179,069 sh - 87.5#2
Quality
$118.4M98,700 sh - 40.7
Quality
$94.0M174,999 sh - 35.0
Quality
$93.4M798,145 sh - 33.9
Quality
$76.9M692,598 sh - 28.4
Quality
$52.0M453,156 sh - —
Quality
$48.9M52,750 sh - 44.8
Quality
$45.0M168,750 sh - 24.0
Quality
$41.3M683,907 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $207.0M | 1,105,210 |
 Travere Therapeutics, Inc.$TVTX | 56.6#1,149 | $123.8M | 2,179,069 |
 ELI LILLY & Co$LLY | 87.5#2 | $118.4M | 98,700 |
 MADRIGAL PHARMACEUTICALS, INC.$MDGL | 40.7 | $94.0M | 174,999 |
 Mirum Pharmaceuticals, Inc.$MIRM | 35.0 | $93.4M | 798,145 |
 RHYTHM PHARMACEUTICALS, INC.$RYTM | 33.9 | $76.9M | 692,598 |
 Kymera Therapeutics, Inc.$KYMR | 28.4 | $52.0M | 453,156 |
 ARGENX SE$ARGX | — | $48.9M | 52,750 |
 Ascendis Pharma A/S$ASND | 44.8 | $45.0M | 168,750 |
 Xenon Pharmaceuticals Inc.$XENE | 24.0 | $41.3M | 683,907 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rock Springs Capital Management LP's 104 positions.
Showing top 10 of 104 holdings.
Sector Allocation
Healthcare
$2.0B
Technology
$36.9M
Industrials
$17.5M
Full Holdings — Rock Springs Capital Management LP (Q2 2026)
All 104 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. | $207.0M | 10.1% | -9% | — |
| 2 | $TVTX | Travere Therapeutics, Inc. | $123.8M | 6.0% | +47% | 56.6 |
| 3 | $LLY | ELI LILLY & Co | $118.4M | 5.8% | +0% | 87.5 |
| 4 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $94.0M | 4.6% | +2% | 40.7 |
| 5 | $MIRM | Mirum Pharmaceuticals, Inc. | $93.4M | 4.6% | -2% | 35 |
| 6 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | $76.9M | 3.8% | +0% | 33.9 |
| 7 | $KYMR | Kymera Therapeutics, Inc. | $52.0M | 2.5% | -9% | 28.4 |
| 8 | $ARGX | ARGENX SE | $48.9M | 2.4% | -46% | — |
| 9 | $ASND | Ascendis Pharma A/S | $45.0M | 2.2% | -13% | 44.8 |
| 10 | $XENE | Xenon Pharmaceuticals Inc. | $41.3M | 2.0% | -10% | 24 |
| 11 |  $SRRK | Scholar Rock Holding Corp | $39.3M | 1.9% | -3% | — |
| 12 |  $INSM | INSMED Inc | $38.6M | 1.9% | +15% | 39.4 |
| 13 |  $PEN | Penumbra Inc | $36.5M | 1.8% | -4% | 67.1 |
| 14 |  $GPCR | Structure Therapeutics Inc. | $34.4M | 1.7% | +0% | — |
| 15 |  $RARE | Ultragenyx Pharmaceutical Inc. | $32.3M | 1.6% | -21% | 34.2 |
| 16 |  $IRTC | iRhythm Holdings, Inc. | $32.1M | 1.6% | +3% | 54.8 |
| 17 |  $ISRG | INTUITIVE SURGICAL INC | $30.4M | 1.5% | -7% | 79.9 |
| 18 |  $AGL | agilon health, inc. | $28.1M | 1.4% | +1% | 44.9 |
| 19 |  $UNH | UNITEDHEALTH GROUP INC | $26.5M | 1.3% | +20% | 62.7 |
| 20 |  $CLDX | Celldex Therapeutics, Inc. | $26.0M | 1.3% | +8% | 8.4 |
| 21 |  $ERAS | Erasca, Inc. | $25.7M | 1.3% | +27% | — |
| 22 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $24.4M | 1.2% | -4% | 76.5 |
| 23 |  $ELVN | Enliven Therapeutics, Inc. | $23.6M | 1.1% | -44% | — |
| 24 |  $THC | TENET HEALTHCARE CORP | $23.4M | 1.1% | +0% | 66.2 |
| 25 |  $DXCM | DEXCOM INC | $23.1M | 1.1% | -4% | 76 |
| 26 |  $ACRS | Aclaris Therapeutics, Inc. | $22.9M | 1.1% | -3% | 12 |
| 27 |  $MMED | MiniMed Group, Inc. | $22.7M | 1.1% | +44% | 44.2 |
| 28 |  $BSX | BOSTON SCIENTIFIC CORP | $22.6M | 1.1% | +3% | 77.5 |
| 29 |  $PHVS | Pharvaris N.V. | $22.4M | 1.1% | +0% | — |
| 30 |  $AVLN | Avalyn Pharma Inc. | $21.8M | 1.1% | NEW | — |
| 31 |  $COAG | Hemab Therapeutics Holdings, Inc. | $21.1M | 1.0% | NEW | — |
| 32 |  $DYN | Dyne Therapeutics, Inc. | $20.9M | 1.0% | -3% | — |
| 33 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $20.1M | 1.0% | -10% | 71.4 |
| 34 |  $COGT | Cogent Biosciences, Inc. | $20.0M | 1.0% | -17% | — |
| 35 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $19.8M | 1.0% | -33% | 26.9 |
| 36 |  $NAMS | NewAmsterdam Pharma Co N.V. | $19.7M | 1.0% | -1% | — |
| 37 |  $VERA | Vera Therapeutics, Inc. | $18.3M | 0.9% | -15% | — |
| 38 |  $TARS | Tarsus Pharmaceuticals, Inc. | $17.4M | 0.8% | +23% | 55 |
| 39 |  $HTFL | Heartflow, Inc. | $16.8M | 0.8% | +0% | 34.3 |
| 40 |  $MBX | MBX Biosciences, Inc. | $16.5M | 0.8% | +4% | — |
| 41 |  $CYTK | CYTOKINETICS INC | $16.0M | 0.8% | +314% | 28.1 |
| 42 |  $BCAX | Bicara Therapeutics Inc. | $15.9M | 0.8% | +9% | — |
| 43 |  $PBLS | Parabilis Medicines, Inc. | $15.8M | 0.8% | NEW | — |
| 44 |  $ZLAB | Zai Lab Ltd | $15.5M | 0.8% | +0% | — |
| 45 |  $DHR | DANAHER CORP /DE/ | $14.5M | 0.7% | +24% | 64.8 |
| 46 |  $TNGX | Tango Therapeutics, Inc. | $14.3M | 0.7% | +18% | 17.6 |
| 47 |  $EVH | Evolent Health, Inc. | $13.6M | 0.7% | -7% | 26.8 |
| 48 |  $PTCT | PTC THERAPEUTICS, INC. | $13.2M | 0.7% | +0% | 35.4 |
| 49 |  $MLYS | Mineralys Therapeutics, Inc. | $13.1M | 0.6% | +10% | — |
| 50 |  $ZBIO | Zenas BioPharma, Inc. | $12.7M | 0.6% | +0% | 7.4 |
| 51 |  $ARDX | ARDELYX, INC. | $11.4M | 0.6% | -3% | 41.9 |
| 52 |  $INSP | Inspire Medical Systems, Inc. | $10.9M | 0.5% | +85% | 63.7 |
| 53 |  $BBIO | BridgeBio Pharma, Inc. | $10.8M | 0.5% | +13% | 36.9 |
| 54 |  $ALKS | Alkermes plc. | $10.5M | 0.5% | +9% | — |
| 55 |  $SMMT | Summit Therapeutics Inc. | $10.4M | 0.5% | +1% | — |
| 56 |  $AZTA | Azenta, Inc. | $10.3M | 0.5% | -29% | 28.2 |
| 57 |  $INDV | Indivior Pharmaceuticals, Inc. | $10.1M | 0.5% | +23% | 58.5 |
| 58 |  $SYK | STRYKER CORP | $9.1M | 0.5% | +96% | 72.1 |
| 59 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $9.0M | 0.4% | +0% | 8.7 |
| 60 |  $CAI | Caris Life Sciences, Inc. | $8.7M | 0.4% | -13% | 69 |
| 61 |  $OMDA | Omada Health, Inc. | $8.2M | 0.4% | -31% | 59.4 |
| 62 |  $CMPX | Compass Therapeutics, Inc. | $7.7M | 0.4% | +7% | 28.1 |
| 63 |  $IMNM | Immunome Inc. | $7.4M | 0.4% | +0% | 25.3 |
| 64 |  $FOCL | EDAP TMS SA | $7.2M | 0.3% | +1% | 17.8 |
| 65 |  $PHR | Phreesia, Inc. | $7.2M | 0.3% | +16% | 57.3 |
| 66 |  $OMER | OMEROS CORP | $6.8M | 0.3% | NEW | — |
| 67 |  $DFTX | Definium Therapeutics, Inc. | $6.7M | 0.3% | NEW | — |
| 68 |  $CORT | CORCEPT THERAPEUTICS INC | $6.3M | 0.3% | +43% | 57.8 |
| 69 |  $JANX | Janux Therapeutics, Inc. | $5.6M | 0.3% | +0% | 30.1 |
| 70 |  $MOBI | Mobia Medical, Inc. | $5.6M | 0.3% | NEW | — |
| 71 |  $RCUS | Arcus Biosciences, Inc. | $5.5M | 0.3% | +0% | 8.5 |
| 72 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.0M | 0.2% | +0% | 65.1 |
| 73 |  $TRVI | Trevi Therapeutics, Inc. | $4.8M | 0.2% | NEW | — |
| 74 |  $SION | Sionna Therapeutics, Inc. | $4.4M | 0.2% | +0% | — |
| 75 |  $CVS | CVS HEALTH Corp | $4.1M | 0.2% | +0% | 59.4 |
| 76 |  $EYPT | EyePoint, Inc. | $3.8M | 0.2% | +4% | 3.5 |
| 77 |  $OCUL | OCULAR THERAPEUTIX, INC | $3.8M | 0.2% | +0% | 8.4 |
| 78 |  $SYRE | Spyre Therapeutics, Inc. | $3.8M | 0.2% | NEW | — |
| 79 |  $TLPH | TALPHERA, INC. | $3.7M | 0.2% | +0% | — |
| 80 |  $ROIV | Roivant Sciences Ltd. | $3.6M | 0.2% | +4% | — |
| 81 |  $PCVX | Vaxcyte, Inc. | $3.5M | 0.2% | +0% | — |
| 82 |  $NGNE | Neurogene Inc. | $3.4M | 0.2% | +2% | 27.4 |
| 83 |  $IPSC | Century Therapeutics, Inc. | $3.2M | 0.2% | +0% | 33.5 |
| 84 |  $ATEC | Alphatec Holdings, Inc. | $3.1M | 0.1% | +3% | 43.3 |
| 85 |  $NVO | NOVO NORDISK A S | $3.0M | 0.1% | -29% | — |
| 86 |  $OLMA | Olema Pharmaceuticals, Inc. | $2.9M | 0.1% | +38% | — |
| 87 |  $NGEN | NERVGEN PHARMA CORP. | $2.5M | 0.1% | NEW | — |
| 88 |  $MDT | Medtronic plc | $2.4M | 0.1% | NEW | 68.7 |
| 89 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $2.0M | 0.1% | +30% | — |
| 90 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $2.0M | 0.1% | -24% | 22.6 |
| 91 |  $SGMT | Sagimet Biosciences Inc. | $1.9M | 0.1% | NEW | — |
| 92 |  $CAPR | CAPRICOR THERAPEUTICS, INC. | $1.8M | 0.1% | NEW | 13.6 |
| 93 |  $LENZ | LENZ Therapeutics, Inc. | $1.5M | 0.1% | +0% | 12.8 |
| 94 |  $ALT | Altimmune, Inc. | $1.4M | 0.1% | NEW | 8 |
| 95 |  $KLRA | Kailera Therapeutics, Inc. | $1.4M | 0.1% | NEW | — |
| 96 |  $SGRY | Surgery Partners, Inc. | $1.4M | 0.1% | -60% | 53.1 |
| 97 |  $AXSM | Axsome Therapeutics, Inc. | $1.3M | 0.1% | NEW | 40.8 |
| 98 |  $ORKA | Oruka Therapeutics, Inc. | $1.1M | 0.1% | +192% | — |
| 99 |  $VKTX | Viking Therapeutics, Inc. | $994,755 | 0.1% | -73% | — |
| 100 |  $LEGN | Legend Biotech Corp | $967,480 | 0.1% | -17% | 47.8 |
| 101 |  $GKOS | GLAUKOS Corp | $663,860 | 0.0% | NEW | 40.5 |
| 102 |  $JSPR | Jasper Therapeutics, Inc. | $463,406 | 0.0% | +0% | — |
| 103 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $221,240 | 0.0% | +76% | 53.2 |
| 104 |  $MLTX | MoonLake Immunotherapeutics | $208,251 | 0.0% | -83% | — |
New Positions (16)
$AVLN Avalyn Pharma Inc.$21.8M$COAG Hemab Therapeutics Holdings, Inc.$21.1M$PBLS Parabilis Medicines, Inc.$15.8M$OMER OMEROS CORP$6.8M$DFTX Definium Therapeutics, Inc.$6.7M$MOBI Mobia Medical, Inc.$5.6M$TRVI Trevi Therapeutics, Inc.$4.8M$SYRE Spyre Therapeutics, Inc.$3.8M$NGEN NERVGEN PHARMA CORP.$2.5M$MDT Medtronic plc$2.4M$SGMT Sagimet Biosciences Inc.$1.9M$CAPR CAPRICOR THERAPEUTICS, INC.$1.8M$ALT Altimmune, Inc.$1.4M$KLRA Kailera Therapeutics, Inc.$1.4M$AXSM Axsome Therapeutics, Inc.$1.3MExited Positions (12)
$ACLX Arcellx, Inc.
$CNTA Centessa Pharmaceuticals plc
$SLNO SOLENO THERAPEUTICS INC
$REGN REGENERON PHARMACEUTICALS, INC.
$APLS Apellis Pharmaceuticals, Inc.
$TERN Terns Pharmaceuticals, Inc.
$EW Edwards Lifesciences Corp
$ACHC Acadia Healthcare Company, Inc.
$JAZZ Jazz Pharmaceuticals plc
$GOSS Gossamer Bio, Inc.
$FOLD AMICUS THERAPEUTICS, INC.Browse Top Institutional Investors
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