Rock Springs Capital Management LP — 13F Holdings & Portfolio
CIK 1595725 · latest 13F-HR filed 2026-05-15
Rock Springs Capital Management LP manages $1.70B in 13F-reported U.S. long-equity assets across 100 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RVMD (6.93%), LLY (5.35%), MDGL (5.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 9, added to 35, and trimmed 39.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.70B
Long-equity book
100
Distinct positions
2026-03-31
Filed 2026-05-15
+11 / −9 / ↑35 / ↓39
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ENLIVEN THERAPEUTICS INC$20.1M +163.5%
- MIRUM PHARMACEUTICALS INC$14.7M +24.5%
- ERASCA INC$14.3M +404.3%
- REVOLUTION MEDICINES INC$11.3M +10.6%
- XENON PHARMACEUTICALS INC$9.1M +25.7%
Top Trims
- TRAVERE THERAPEUTICS INC-$40.5M -48.0%
- AMICUS THERAPEUTIC-$27.2M -98.9%
- SPDR SERIES TRUST-$23.2M -85.8%
- ELI LILLY & CO-$22.5M -19.9%
- STRUCTURE THERAPEUTICS INC-$21.2M -40.7%
New Positions
- MINIMED GROUP INC$15.7M
- INDIVIOR PHARMACEUTICALS INC$6.1M
- STRYKER CORPORATION$4.9M
- NOVO-NORDISK A S$3.3M
- VIKING THERAPEUTICS INC$3.1M
Exited Positions
- EXACT SCIENCES CORP$61.1M
- CIDARA THERAPEUTICS INC$45.3M
- RAPT THERAPEUTICS INC$7.2M
- GOSSAMER BIO INC$6.6M
- AGILON HEALTH INC$4.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $117.6M | 6.93% | 1,209,465 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $90.8M | 5.35% | 98,700 | SH |
| 3 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $89.5M | 5.28% | 170,999 | SH |
| 4 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $74.9M | 4.42% | 811,294 | SH |
| 5 | ARGENX SE | ARGX | 04016X101 | $71.9M | 4.24% | 98,500 | SH |
| 6 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $60.0M | 3.54% | 689,748 | SH |
| 7 | INSMED INC | INSM | 457669307 | $51.4M | 3.03% | 314,300 | SH |
| 8 | ASCENDIS PHARMA A/S | ASND | 04351P101 | $44.4M | 2.62% | 194,000 | SH |
| 9 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $44.4M | 2.62% | 763,020 | SH |
| 10 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $43.9M | 2.59% | 1,477,954 | SH |
| 11 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $41.4M | 2.44% | 496,871 | SH |
| 12 | PENUMBRA INC | PEN | 70975L107 | $39.6M | 2.33% | 120,500 | SH |
| 13 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $37.8M | 2.23% | 82,000 | SH |
| 14 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $36.4M | 2.14% | 739,816 | SH |
| 15 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $32.4M | 1.91% | 826,500 | SH |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $32.3M | 1.91% | 515,300 | SH |
| 17 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $30.9M | 1.82% | 261,750 | SH |
| 18 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $30.9M | 1.82% | 640,217 | SH |
| 19 | AGIOS PHARMACEUTICALS INC | AGIO | 00847X104 | $27.0M | 1.59% | 799,163 | SH |
| 20 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $25.5M | 1.50% | 1,218,773 | SH |
| 21 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $24.5M | 1.44% | 74,000 | SH |
| 22 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $24.0M | 1.42% | 624,155 | SH |
| 23 | TENET HEALTHCARE CORP | THC | 88033G407 | $23.6M | 1.39% | 125,000 | SH |
| 24 | DEXCOM INC | DXCM | 252131107 | $22.3M | 1.32% | 355,600 | SH |
| 25 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $20.6M | 1.22% | 650,270 | SH |
| 26 | VERA THERAPEUTICS INC | VERA | 92337R101 | $20.3M | 1.19% | 503,585 | SH |
| 27 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $19.8M | 1.17% | 150,450 | SH |
| 28 | ARCELLX INC | ACLX | 03940C100 | $19.5M | 1.15% | 169,859 | SH |
| 29 | NEWAMSTERDAM PHARMA COMPANY | NAMS | N62509109 | $18.8M | 1.11% | 588,794 | SH |
| 30 | PHARVARIS N V | PHVS | N69605108 | $18.2M | 1.07% | 645,533 | SH |
| 31 | ERASCA INC | ERAS | 29479A108 | $17.9M | 1.05% | 1,103,469 | SH |
| 32 | DYNE THERAPEUTICS INC | DYN | 26818M108 | $17.6M | 1.04% | 972,198 | SH |
| 33 | COMPASS THERAPEUTICS INC | CMPX | 20454B104 | $17.5M | 1.03% | 3,305,308 | SH |
| 34 | ACLARIS THERAPEUTICS INC | ACRS | 00461U105 | $16.8M | 0.99% | 4,472,650 | SH |
| 35 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $15.8M | 0.93% | 225,179 | SH |
| 36 | MINIMED GROUP INC | MMED | 60365F109 | $15.7M | 0.93% | 1,055,000 | SH |
| 37 | ZAI LAB LTD | ZLAB | 98887Q104 | $15.3M | 0.90% | 814,707 | SH |
| 38 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $14.3M | 0.85% | 53,000 | SH |
| 39 | CENTESSA PHARMACEUTICALS PLC | CNTA | 152309100 | $14.0M | 0.82% | 351,828 | SH |
| 40 | HEARTFLOW INC | HTFL | 42238D107 | $13.9M | 0.82% | 572,500 | SH |
| 41 | ARDELYX INC | ARDX | 039697107 | $13.8M | 0.81% | 2,299,473 | SH |
| 42 | SUMMIT THERAPEUTICS INC | SMMT | 86627T108 | $13.5M | 0.79% | 710,000 | SH |
| 43 | AZENTA INC | AZTA | 114340102 | $12.0M | 0.71% | 569,100 | SH |
| 44 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $11.9M | 0.70% | 439,751 | SH |
| 45 | DANAHER CORP DEL | DHR | 235851102 | $11.7M | 0.69% | 61,500 | SH |
| 46 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $11.0M | 0.65% | 161,798 | SH |
| 47 | CARIS LIFE SCIENCES INC | CAI | 142152107 | $10.1M | 0.59% | 563,000 | SH |
| 48 | ZENAS BIOPHARMA INC | ZBIO | 98937L105 | $9.8M | 0.58% | 502,077 | SH |
| 49 | BICARA THERAPEUTICS INC | BCAX | 055477103 | $9.7M | 0.57% | 489,095 | SH |
| 50 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $9.5M | 0.56% | 128,250 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.70B | 100 | 0001172661-26-002225 |
| 2025-12-31 | 2026-02-17 | $1.95B | 99 | 0001172661-26-000917 |
| 2025-09-30 | 2025-11-14 | $1.71B | 93 | 0001172661-25-004882 |