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Rock Springs Capital Management LP
hedge fundUpdated 27 days agoManaged by Rock Springs Capital Management Lp • Latest filing Q2 2026
Portfolio value
$2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-26.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $4.2B |
| Q2 2023 | $4.2B |
| Q3 2023 | $3.7B |
| Q4 2023 | $4.1B |
| Q1 2024 | $3.9B |
| Q2 2024 | $3.3B |
| Q3 2024 | $3.1B |
| Q4 2024 | $2.6B |
| Q1 2025 | $1.7B |
| Q2 2025 | $1.6B |
| Q3 2025 | $1.7B |
| Q4 2025 | $2B |
| Q1 2026 | $1.7B |
| Q2 2026 | $2B |
Top holdings
104 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $207M | 1.11M | 10.10% | — |
| 2 | T TVTX TRAVERE THERAPEUTICS INC | $123.8M | 2.18M | 6.04% | — |
| 3 | L LLY ELI LILLY & CO | $118.4M | 98.7K | 5.78% | — |
| 4 | M MDGL MADRIGAL PHARMACEUTICALS INC | $94M | 175.0K | 4.59% | — |
| 5 | M MIRM MIRUM PHARMACEUTICALS INC | $93.4M | 798.1K | 4.56% | — |
| 6 | R RYTM RHYTHM PHARMACEUTICALS INC | $76.9M | 692.6K | 3.75% | — |
| 7 | K KYMR KYMERA THERAPEUTICS INC | $52M | 453.2K | 2.54% | — |
| 8 | A ARGX ARGENX SE | $48.9M | 52.8K | 2.39% | — |
| 9 | A ASND ASCENDIS PHARMA A/S | $45M | 168.8K | 2.20% | — |
| 10 | X XENE XENON PHARMACEUTICALS INC | $41.3M | 683.9K | 2.01% | — |
| 11 | S SRRK SCHOLAR ROCK HLDG CORP | $39.3M | 715.5K | 1.92% | — |
| 12 | I INSM INSMED INC | $38.6M | 362.1K | 1.88% | — |
| 13 | P PEN PENUMBRA INC | $36.5M | 115.8K | 1.78% | — |
| 14 | G GPCR STRUCTURE THERAPEUTICS INC | $34.4M | 640.3K | 1.68% | — |
| 15 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $32.3M | 967.9K | 1.58% | — |
| 16 | I IRTC IRHYTHM HOLDINGS INC | $32.1M | 269.6K | 1.57% | — |
| 17 | I ISRG INTUITIVE SURGICAL INC | $30.4M | 76.5K | 1.48% | — |
| 18 | A AGL AGILON HEALTH INC | $28.1M | 262.6K | 1.37% | — |
| 19 | U UNH UNITEDHEALTH GROUP INC | $26.5M | 63.8K | 1.29% | — |
| 20 | C CLDX CELLDEX THERAPEUTICS INC NEW | $26M | 699.1K | 1.27% | — |