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Rock Springs Capital Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,048,808,191
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- REVOLUTION MEDICINES INC · COM · 76155X100 · shares: $206,983,729
- TRAVERE THERAPEUTICS INC · COM · 89422G107 · shares: $123,792,910
- ELI LILLY & CO · COM · 532457108 · shares: $118,383,741
- MADRIGAL PHARMACEUTICALS INC · COM · 558868105 · shares: $93,965,713
- MIRUM PHARMACEUTICALS INC · COM · 604749101 · shares: $93,438,835
- RHYTHM PHARMACEUTICALS INC · COM · 76243J105 · shares: $76,899,156
- KYMERA THERAPEUTICS INC · COM · 501575104 · shares: $51,963,399
- ARGENX SE · SPONSORED ADR · 04016X101 · shares: $48,939,868
- ASCENDIS PHARMA A/S · ORD SHS · K08588103 · shares: $45,009,000
- XENON PHARMACEUTICALS INC · COM · 98420N105 · shares: $41,280,627
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 1,105,210 shares | $206,983,729 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 2,179,069 shares | $123,792,910 |
| ELI LILLY & CO | COM | 532457108 | — | 98,700 shares | $118,383,741 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | — | 174,999 shares | $93,965,713 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 798,145 shares | $93,438,835 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 692,598 shares | $76,899,156 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 453,156 shares | $51,963,399 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 52,750 shares | $48,939,868 |
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | — | 168,750 shares | $45,009,000 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 683,907 shares | $41,280,627 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | — | 715,452 shares | $39,349,860 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 362,150 shares | $38,612,433 |
| PENUMBRA INC | COM | 70975L107 | — | 115,750 shares | $36,548,063 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 640,317 shares | $34,365,813 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 967,855 shares | $32,316,678 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 269,650 shares | $32,074,868 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 76,460 shares | $30,406,613 |
| AGILON HEALTH INC | COM NEW | 00857U206 | — | 262,600 shares | $28,145,468 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 63,750 shares | $26,496,413 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 699,146 shares | $26,015,223 |
| ERASCA INC | COM | 29479A108 | — | 1,402,150 shares | $25,687,388 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 144,750 shares | $24,395,441 |
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | — | 464,625 shares | $23,579,719 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 125,000 shares | $23,385,000 |
| DEXCOM INC | COM | 252131107 | — | 343,000 shares | $23,101,050 |
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | — | 4,330,532 shares | $22,908,514 |
| MINIMED GROUP INC | COM | 60365F109 | — | 1,520,000 shares | $22,724,000 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 528,500 shares | $22,556,380 |
| PHARVARIS N V | COM | N69605108 | — | 648,333 shares | $22,419,355 |
| AVALYN PHARMACEUTICALS INC | COM SHS | 05348Y105 | — | 662,918 shares | $21,823,261 |
| HEMAB THERAPEUTICS HLDGS INC | COM SHS | 423494103 | — | 575,432 shares | $21,135,617 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 942,154 shares | $20,925,240 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 66,750 shares | $20,093,753 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 515,917 shares | $19,965,988 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | — | 532,563 shares | $19,763,413 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | — | 582,744 shares | $19,749,194 |
| VERA THERAPEUTICS INC | CL A | 92337R101 | — | 427,584 shares | $18,347,629 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | — | 277,087 shares | $17,439,856 |
| HEARTFLOW INC | COM | 42238D107 | — | 573,500 shares | $16,826,490 |
| MBX BIOSCIENCES INC | COM | 55287L101 | — | 298,218 shares | $16,461,634 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 187,980 shares | $16,014,016 |
| BICARA THERAPEUTICS INC | COM | 055477103 | — | 535,286 shares | $15,892,641 |
| PARABILIS MEDICINES INC | COM | 698955101 | — | 578,028 shares | $15,820,626 |
| ZAI LAB LTD | ADR | 98887Q104 | — | 814,707 shares | $15,479,433 |
| DANAHER CORP DEL | COM | 235851102 | — | 76,300 shares | $14,533,624 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 456,551 shares | $14,271,784 |
| EVOLENT HEALTH INC | CL A | 30050B101 | — | 2,500,000 shares | $13,550,000 |
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 162,298 shares | $13,238,648 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 484,951 shares | $13,083,978 |
| ZENAS BIOPHARMA INC | COM | 98937L105 | — | 502,077 shares | $12,742,714 |
| ARDELYX INC | COM | 039697107 | — | 2,241,769 shares | $11,433,022 |
| INSPIRE MED SYS INC | COM | 457730109 | — | 244,000 shares | $10,884,840 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 144,750 shares | $10,780,980 |
| ALKERMES PLC | SHS | G01767105 | — | 199,811 shares | $10,469,097 |
| SUMMIT THERAPEUTICS INC | COM | 86627T108 | — | 715,000 shares | $10,417,550 |
| AZENTA INC | COM | 114340102 | — | 403,000 shares | $10,284,560 |
| INDIVIOR PHARMACEUTICALS INC | COM | 45579U109 | — | 245,500 shares | $10,072,865 |
| STRYKER CORPORATION | COM | 863667101 | — | 29,000 shares | $9,130,360 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | — | 499,764 shares | $8,975,761 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 487,500 shares | $8,687,250 |
| OMADA HEALTH INC | COM | 68170A108 | — | 373,000 shares | $8,187,350 |
| COMPASS THERAPEUTICS INC | COM | 20454B104 | — | 3,524,929 shares | $7,719,595 |
| IMMUNOME INC | COM | 45257U108 | — | 347,666 shares | $7,367,043 |
| EDAP TMS S A | SPONSORED ADR | 268311107 | — | 1,386,000 shares | $7,179,480 |
| PHREESIA INC | COM | 71944F106 | — | 696,900 shares | $7,171,101 |
| OMEROS CORP | COM | 682143102 | — | 718,499 shares | $6,832,925 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 143,187 shares | $6,735,516 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 72,000 shares | $6,260,400 |
| JANUX THERAPEUTICS INC | COM | 47103J105 | — | 367,009 shares | $5,637,258 |
| MOBIA MED INC | COMMON STOCK | 60705V103 | — | 418,200 shares | $5,603,880 |
| ARCUS BIOSCIENCES INC | COM | 03969F109 | — | 180,000 shares | $5,549,400 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 10,000 shares | $5,013,600 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | — | 260,000 shares | $4,849,000 |
| SIONNA THERAPEUTICS INC | COM | 829401108 | — | 99,429 shares | $4,373,882 |
| CVS HEALTH CORP | COM | 126650100 | — | 40,000 shares | $4,138,000 |
| EYEPOINT INC | COM NEW | 30233G209 | — | 268,519 shares | $3,839,822 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | — | 383,716 shares | $3,768,091 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 42,254 shares | $3,751,310 |
| TALPHERA INC | COM NEW | 00444T209 | — | 3,589,186 shares | $3,696,862 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 101,000 shares | $3,574,390 |
| VAXCYTE INC | COM | 92243G108 | — | 60,250 shares | $3,502,333 |
| NEUROGENE INC | COM | 64135M105 | — | 106,750 shares | $3,357,288 |
| CENTURY THERAPEUTICS INC | COM | 15673T100 | — | 1,304,347 shares | $3,195,650 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 360,000 shares | $3,114,000 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 63,500 shares | $3,044,190 |
| OLEMA PHARMACEUTICALS INC | COM | 68062P106 | — | 235,178 shares | $2,942,077 |
| NERVGEN PHARMA CORP | COM | 64082X203 | — | 1,208,231 shares | $2,488,956 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 30,900 shares | $2,417,307 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | — | 59,000 shares | $1,998,920 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 20,326 shares | $1,981,378 |
| SAGIMET BIOSCIENCES INC | COM SER A | 786700104 | — | 250,000 shares | $1,932,500 |
| CAPRICOR THERAPEUTICS INC | COM NEW | 14070B309 | — | 74,448 shares | $1,792,708 |
| LENZ THERAPEUTICS INC | COM | 52635N103 | — | 257,460 shares | $1,462,373 |
| ALTIMMUNE INC | COM NEW | 02155H200 | — | 471,465 shares | $1,433,254 |
| KAILERA THERAPEUTICS INC | COMMON STOCK | 482931102 | — | 65,000 shares | $1,431,950 |
| SURGERY PARTNERS INC | COM | 86881A100 | — | 84,000 shares | $1,411,200 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 5,500 shares | $1,346,235 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 12,051 shares | $1,146,894 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 25,500 shares | $994,755 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | — | 33,500 shares | $967,480 |