Rock Springs Capital Management LP
CIK: 0001595725SEC EDGAR →
Portfolio Value
$2.0B
Holdings
98
As of
Q4 2025
New Positions
9
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELI LILLY & CO | 105,400 | $113.3M | 5.81% |
| 2 | REVOLUTION MEDICINES INC | 1,335,270 | $106.4M | 5.45% |
| 3 | ARGENX SE | 103,250 | $86.8M | 4.45% |
| 4 | TRAVERE THERAPEUTICS INC | 2,210,322 | $84.5M | 4.33% |
| 5 | MADRIGAL PHARMACEUTICALS INC | 139,618 | $81.3M | 4.17% |
| 6 | RHYTHM PHARMACEUTICALS INC | 695,010 | $74.4M | 3.81% |
| 7 | EXACT SCIENCES CORP | 601,800 | $61.1M | 3.13% |
| 8 | MIRUM PHARMACEUTICALS INC | 762,294 | $60.2M | 3.09% |
| 9 | INSMED INC | 319,250 | $55.6M | 2.85% |
| 10 | STRUCTURE THERAPEUTICS INC | 748,236 | $52.0M | 2.67% |
Quarterly Changes
Top Buys
New Positions (18)
$13.5M · 41K shares
$7.5M · 348K shares
$7.2M · 214K shares
$4.8M · 310K shares
$4.7M · 62K shares
$4.4M · 108K shares
$4.3M · 180K shares
$3.9M · 209K shares
$3.8M · 105K shares
$3.5M · 952K shares
$3.4M · 387K shares
$2.5M · 98K shares
$2.3M · 36K shares
$1.9M · 89K shares
$1.7M · 50K shares
$1.4M · 46K shares
$734K · 34K shares
$297K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 87 | $1.7B | 87.1% |
| Unknown | 9 | $229.4M | 11.5% |
| Financial Services | 2 | $28.8M | 1.4% |