Rock Springs Capital Management LP
Q2 2026 13F filing
Updated 27 days ago104 disclosed positions worth $2B
Full holdings
Every line item disclosed in 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% | — |
| 21 | E EQR ERASCA INC | $25.7M | 1.40M | 1.25% | — |
| 22 | N NBIX NEUROCRINE BIOSCIENCES INC | $24.4M | 144.8K | 1.19% | — |
| 23 | E ELVN ENLIVEN THERAPEUTICS INC | $23.6M | 464.6K | 1.15% | — |
| 24 | T THC TENET HEALTHCARE CORP | $23.4M | 125.0K | 1.14% | — |
| 25 | D DXCM DEXCOM INC | $23.1M | 343.0K | 1.13% | — |
| 26 | A ACRS ACLARIS THERAPEUTICS INC | $22.9M | 4.33M | 1.12% | — |
| 27 | M MMED MINIMED GROUP INC | $22.7M | 1.52M | 1.11% | — |
| 28 | B BSX BOSTON SCIENTIFIC CORP | $22.6M | 528.5K | 1.10% | — |
| 29 | P PHVS PHARVARIS N V | $22.4M | 648.3K | 1.09% | — |
| 30 | A AVLN AVALYN PHARMACEUTICALS INC | $21.8M | 662.9K | 1.07% | — |
| 31 | C COAG HEMAB THERAPEUTICS HLDGS INC | $21.1M | 575.4K | 1.03% | — |
| 32 | D DYN DYNE THERAPEUTICS INC | $20.9M | 942.2K | 1.02% | — |
| 33 | A ALNY ALNYLAM PHARMACEUTICALS INC | $20.1M | 66.8K | 0.98% | — |
| 34 | C COGT COGENT BIOSCIENCES INC | $20M | 515.9K | 0.97% | — |
| 35 | M MGRB AGIOS PHARMACEUTICALS INC | $19.8M | 532.6K | 0.96% | — |
| 36 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $19.7M | 582.7K | 0.96% | — |
| 37 | V VERA VERA THERAPEUTICS INC | $18.3M | 427.6K | 0.90% | — |
| 38 | T TARS TARSUS PHARMACEUTICALS INC | $17.4M | 277.1K | 0.85% | — |
| 39 | H HTFL HEARTFLOW INC | $16.8M | 573.5K | 0.82% | — |
| 40 | M MBX MBX BIOSCIENCES INC | $16.5M | 298.2K | 0.80% | — |
| 41 | C CYTK CYTOKINETICS INC | $16M | 188.0K | 0.78% | — |
| 42 | B BCAX BICARA THERAPEUTICS INC | $15.9M | 535.3K | 0.78% | — |
| 43 | P PBLS PARABILIS MEDICINES INC | $15.8M | 578.0K | 0.77% | — |
| 44 | Z ZLAB ZAI LAB LTD | $15.5M | 814.7K | 0.76% | — |
| 45 | D DHR DANAHER CORP DEL | $14.5M | 76.3K | 0.71% | — |
| 46 | T TNGX TANGO THERAPEUTICS INC | $14.3M | 456.6K | 0.70% | — |
| 47 | E EVH EVOLENT HEALTH INC | $13.6M | 2.50M | 0.66% | — |
| 48 | ? N/A PTC THERAPEUTICS INC | $13.2M | 162.3K | 0.65% | — |
| 49 | M MLYS MINERALYS THERAPEUTICS INC | $13.1M | 485.0K | 0.64% | — |
| 50 | Z ZBIO ZENAS BIOPHARMA INC | $12.7M | 502.1K | 0.62% | — |