The Analysis of Rock Springs Capital Management LP's Holdings


Currently, Rock Springs Capital Management LP holds 98 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in UNH (+40.8K shares, valued at $13.5M), XBI (+70.3K shares, valued at $8.6M), IMNM (+347.7K shares, valued at $7.5M); decreased their positions in ARGX (-39.5K shares, valued at $33.2M), GPCR (-202.9K shares, valued at $14.1M), INSM (-65.8K shares, valued at $11.4M); initiated new positions in UNH (+40.8K shares, valued at $13.5M), IMNM (+347.7K shares, valued at $7.5M), N/A (+213.7K shares, valued at $7.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
LLY ELI LILLY & CO105.4K shares0.00%2025-12-312026-02-17history
RVMD REVOLUTION MEDICINES INC1.3M shares0.00%2025-12-312026-02-17history
ARGX ARGENX SE103.3K shares-27.67%2025-12-312026-02-17history
TVTX TRAVERE THERAPEUTICS INC2.2M shares2.10%2025-12-312026-02-17history
MDGL MADRIGAL PHARMACEUTICALS INC139.6K shares1.36%2025-12-312026-02-17history
RYTM RHYTHM PHARMACEUTICALS INC695.0K shares-3.08%2025-12-312026-02-17history
EXAS EXACT SCIENCES CORP601.8K shares1.40%2025-12-312026-02-17history
MIRM MIRUM PHARMACEUTICALS INC762.3K shares0.15%2025-12-312026-02-17history
Sponsored
INSM INSMED INC319.3K shares-17.08%2025-12-312026-02-17history
GPCR STRUCTURE THERAPEUTICS INC748.2K shares-21.33%2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC82.0K shares0.00%2025-12-312026-02-17history
CIDARA THERAPEUTICS INC CIDARA THERAPEUTICS INC204.9K shares-17.85%2025-12-312026-02-17history
ASND ASCENDIS PHARMA A/S203.5K shares-5.13%2025-12-312026-02-17history
IRTC IRHYTHM TECHNOLOGIES INC235.0K shares0.00%2025-12-312026-02-17history
KYMR KYMERA THERAPEUTICS INC496.9K shares10.32%2025-12-312026-02-17history
BSX BOSTON SCIENTIFIC CORP399.1K shares10.77%2025-12-312026-02-17history
Sponsored
PEN PENUMBRA INC120.5K shares0.00%2025-12-312026-02-17history
XENE XENON PHARMACEUTICALS INC787.8K shares-7.51%2025-12-312026-02-17history
SRRK SCHOLAR ROCK HLDG CORP733.5K shares-7.64%2025-12-312026-02-17history
COGT COGENT BIOSCIENCES INC849.0K shares-15.80%2025-12-312026-02-17history
RARE ULTRAGENYX PHARMACEUTICAL IN1.3M shares1.68%2025-12-312026-02-17history
VERA VERA THERAPEUTICS INC568.6K shares-7.91%2025-12-312026-02-17history
ALNY ALNYLAM PHARMACEUTICALS INC71.3K shares-4.04%2025-12-312026-02-17history
FOLD AMICUS THERAPEUTICS INC1.9M shares-0.90%2025-12-312026-02-17history
Sponsored
XBI SPDR SERIES TRUST222.0K shares46.29%2025-12-312026-02-17history
THC TENET HEALTHCARE CORP125.0K shares0.00%2025-12-312026-02-17history
DXCM DEXCOM INC347.3K shares9.59%2025-12-312026-02-17history
AGIO AGIOS PHARMACEUTICALS INC799.2K shares-16.63%2025-12-312026-02-17history
TARS TARSUS PHARMACEUTICALS INC260.3K shares-9.71%2025-12-312026-02-17history
CMPX COMPASS THERAPEUTICS INC3.9M shares-12.24%2025-12-312026-02-17history
NAMS NEWAMSTERDAM PHARMA COMPANY557.2K shares-6.50%2025-12-312026-02-17history
AZTA AZENTA INC569.1K shares5.31%2025-12-312026-02-17history
Sponsored
CLDX CELLDEX THERAPEUTICS INC NEW692.5K shares-4.02%2025-12-312026-02-17history
CAI CARIS LIFE SCIENCES INC687.5K shares-13.38%2025-12-312026-02-17history
ZBIO ZENAS BIOPHARMA INC502.1K shares-13.54%2025-12-312026-02-17history
DYN DYNE THERAPEUTICS INC913.0K shares10.79%2025-12-312026-02-17history
NBIX NEUROCRINE BIOSCIENCES INC125.5K shares39.83%2025-12-312026-02-17history
PHVS PHARVARIS N V623.4K shares0.00%2025-12-312026-02-17history
MLYS MINERALYS THERAPEUTICS INC427.6K shares4.72%2025-12-312026-02-17history
PHR PHREESIA INC876.6K shares17.02%2025-12-312026-02-17history
Sponsored
ZLAB ZAI LAB LTD811.5K shares2.57%2025-12-312026-02-17history
DHR DANAHER CORPORATION61.5K shares0.00%2025-12-312026-02-17history
UNH UNITEDHEALTH GROUP INC40.8K sharesnew addition2025-12-312026-02-17history
ARDX ARDELYX INC2.3M shares0.58%2025-12-312026-02-17history
ACRS ACLARIS THERAPEUTICS INC4.5M shares-3.38%2025-12-312026-02-17history
SMMT SUMMIT THERAPEUTICS INC710.0K shares0.00%2025-12-312026-02-17history
ELVN ENLIVEN THERAPEUTICS INC798.4K shares16.37%2025-12-312026-02-17history
INSP INSPIRE MED SYS INC131.0K shares18.55%2025-12-312026-02-17history
Sponsored
OMDA OMADA HEALTH INC740.0K shares-19.56%2025-12-312026-02-17history
SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC247.1K shares59.88%2025-12-312026-02-17history
ACLX ARCELLX INC169.9K shares-5.10%2025-12-312026-02-17history
EVH EVOLENT HEALTH INC2.7M shares-9.32%2025-12-312026-02-17history
GOSS GOSSAMER BIO INC3.3M shares0.00%2025-12-312026-02-17history
MBX MBX BIOSCIENCES INC282.6K shares0.00%2025-12-312026-02-17history
CNTA CENTESSA PHARMACEUTICALS PLC324.0K shares367.96%2025-12-312026-02-17history
HTFL HEARTFLOW INC277.7K shares11.08%2025-12-312026-02-17history
Sponsored
BBIO BRIDGEBIO PHARMA INC103.5K shares21.76%2025-12-312026-02-17history
REGN REGENERON PHARMACEUTICALS10.1K shares-10.62%2025-12-312026-02-17history
IMNM IMMUNOME INC347.7K sharesnew addition2025-12-312026-02-17history
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC213.7K sharesnew addition2025-12-312026-02-17history
BCAX BICARA THERAPEUTICS INC429.1K shares15.76%2025-12-312026-02-17history
EW EDWARDS LIFESCIENCES CORP82.5K shares-6.25%2025-12-312026-02-17history
GOSSAMER BIO INC GOSSAMER BIO INC9.6M shares0.00%2025-12-312026-02-17history
ATEC ALPHATEC HLDGS INC302.5K shares0.00%2025-12-312026-02-17history
Sponsored
AMLX AMYLYX PHARMACEUTICALS INC499.8K shares0.00%2025-12-312026-02-17history
TMO THERMO FISHER SCIENTIFIC INC10.0K shares0.00%2025-12-312026-02-17history
JANX JANUX THERAPEUTICS INC358.8K shares70.56%2025-12-312026-02-17history
SGRY SURGERY PARTNERS INC310.0K sharesnew addition2025-12-312026-02-17history
EYPT EYEPOINT INC258.7K shares717.37%2025-12-312026-02-17history
PTCT PTC THERAPEUTICS INC61.9K sharesnew addition2025-12-312026-02-17history
AGL AGILON HEALTH INC6.5M shares-6.69%2025-12-312026-02-17history
MRSN MERSANA THERAPEUTICS INC152.6K shares0.00%2025-12-312026-02-17history
Sponsored
TERN TERNS PHARMACEUTICALS INC108.5K sharesnew addition2025-12-312026-02-17history
RCUS ARCUS BIOSCIENCES INC180.0K sharesnew addition2025-12-312026-02-17history
EDAP EDAP TMS S A1.3M shares1.30%2025-12-312026-02-17history
OCUL OCULAR THERAPEUTIX INC345.8K shares15.27%2025-12-312026-02-17history
LENZ LENZ THERAPEUTICS INC257.5K shares8.99%2025-12-312026-02-17history
TALPHERA INC TALPHERA INC3.6M shares0.00%2025-12-312026-02-17history
SION SIONNA THERAPEUTICS INC99.4K shares0.00%2025-12-312026-02-17history
TBPH THERAVANCE BIOPHARMA INC208.8K sharesnew addition2025-12-312026-02-17history
Sponsored
ALKS ALKERMES PLC139.2K shares30.69%2025-12-312026-02-17history
APLS APELLIS PHARMACEUTICALS INC150.5K shares63.59%2025-12-312026-02-17history
INDV INDIVIOR PLC105.1K sharesnew addition2025-12-312026-02-17history
ERAS ERASCA INC951.7K sharesnew addition2025-12-312026-02-17history
TNGX TANGO THERAPEUTICS INC386.9K sharesnew addition2025-12-312026-02-17history
OLMA OLEMA PHARMACEUTICALS INC98.2K sharesnew addition2025-12-312026-02-17history
CYTK CYTOKINETICS INC35.9K sharesnew addition2025-12-312026-02-17history
PCVX VAXCYTE INC47.0K shares323.42%2025-12-312026-02-17history
Sponsored
NGNE NEUROGENE INC104.3K shares0.00%2025-12-312026-02-17history
JASPER THERAPEUTICS INC JASPER THERAPEUTICS INC1.1M shares0.00%2025-12-312026-02-17history
ROIV ROIVANT SCIENCES LTD88.8K sharesnew addition2025-12-312026-02-17history
CORT CORCEPT THERAPEUTICS INC50.3K sharesnew addition2025-12-312026-02-17history
ACHC ACADIA HEALTHCARE COMPANY IN120.0K shares-29.41%2025-12-312026-02-17history
TEVA TEVA PHARMACEUTICAL INDS LTD45.5K sharesnew addition2025-12-312026-02-17history
MLTX MOONLAKE IMMUNOTHERAPEUTICS61.7K shares118.79%2025-12-312026-02-17history
LEGN LEGEND BIOTECH CORP33.8K sharesnew addition2025-12-312026-02-17history
Sponsored
JAZZ JAZZ PHARMACEUTICALS PLC1.8K sharesnew addition2025-12-312026-02-17history
NUVB.WS NUVATION BIO INC134.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
NAMS Call CallNEWAMSTERDAM PHARMA COMPANY31.6K shares0.00%2025-12-312026-02-17history

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Rock Springs Capital Management LP | TradeFomo