Rock Springs Capital Management LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.6T
Holdings
131
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 591,000 | $146.1B | 5.63% | |
| 2 | —GW PHARMACEUTICALS PLC | 700,000 | $118.0B | 4.55% | |
| 3 | AMRNAMARIN CORP PLC | 4,525,000 | $93.9B | 3.62% | |
| 4 | ISRGINTUITIVE SURGICAL INC | 152,500 | $87.0B | 3.35% | |
| 5 | WCGEURWELLCARE HEALTH PLANS INC | 320,000 | $86.3B | 3.33% | |
| 6 | NBIXNEUROCRINE BIOSCIENCES INC | 844,500 | $74.4B | 2.87% | |
| 7 | —SPARK THERAPEUTICS INC | 537,500 | $61.2B | 2.36% | |
| 8 | HCAHCA HEALTHCARE INC | 455,000 | $59.3B | 2.29% | |
| 9 | PCRXPACIRA PHARMACEUTICALS INC | 1,250,000 | $47.6B | 1.83% | |
| 10 | EHCENCOMPASS HEALTH CORP | 800,000 | $46.7B | 1.80% | |
| 11 | RAREULTRAGENYX PHARMACEUTICAL IN | 580,000 | $40.2B | 1.55% | |
| 12 | SRPTSAREPTA THERAPEUTICS INC | 334,500 | $39.9B | 1.54% | |
| 13 | TFXTELEFLEX INC | 130,000 | $39.3B | 1.51% | |
| 14 | IRTCIRHYTHM TECHNOLOGIES INC | 499,615 | $37.5B | 1.44% | |
| 15 | VRTXVERTEX PHARMACEUTICALS INC | 203,000 | $37.3B | 1.44% | |
| 16 | BSXBOSTON SCIENTIFIC CORP | 970,000 | $37.2B | 1.44% | |
| 17 | SYKSTRYKER CORP | 179,000 | $35.4B | 1.36% | |
| 18 | EWEDWARDS LIFESCIENCES CORP | 183,500 | $35.1B | 1.35% | |
| 19 | EXASEXACT SCIENCES CORP | 397,000 | $34.4B | 1.33% | |
| 20 | PENPENUMBRA INC | 225,000 | $33.1B | 1.28% | |
| 21 | ALXNALEXION PHARMACEUTICALS INC | 242,500 | $32.8B | 1.26% | |
| 22 | MDGLMADRIGAL PHARMACEUTICALS INC | 255,250 | $32.0B | 1.23% | |
| 23 | —PORTOLA PHARMACEUTICALS INC | 875,000 | $30.4B | 1.17% | |
| 24 | AFWALIGN TECHNOLOGY INC | 105,000 | $29.9B | 1.15% | |
| 25 | MOHMOLINA HEALTHCARE INC | 207,500 | $29.5B | 1.14% | |
| 26 | —WRIGHT MED GROUP N V | 920,608 | $29.0B | 1.12% | |
| 27 | ONCBEIGENE LTD | 214,800 | $28.4B | 1.09% | |
| 28 | ACHCACADIA HEALTHCARE COMPANY IN | 925,000 | $27.1B | 1.05% | |
| 29 | NVTA1EURINVITAE CORP | 1,150,000 | $26.9B | 1.04% | |
| 30 | IDXXIDEXX LABS INC | 120,200 | $26.9B | 1.04% | |
| 31 | INCYINCYTE CORP | 312,300 | $26.9B | 1.04% | |
| 32 | PRAHPRA HEALTH SCIENCES INC | 240,000 | $26.5B | 1.02% | |
| 33 | ASNDASCENDIS PHARMA A S | 213,500 | $25.1B | 0.97% | |
| 34 | IM8NINSMED INC | 850,000 | $24.7B | 0.95% | |
| 35 | BAXBAXTER INTL INC | 300,700 | $24.4B | 0.94% | |
| 36 | COLLCOLLEGIUM PHARMACEUTICAL INC | 1,577,893 | $23.9B | 0.92% | |
| 37 | —RADIUS HEALTH INC | 1,175,000 | $23.4B | 0.90% | |
| 38 | BIIBBIOGEN INC | 97,500 | $23.0B | 0.89% | Call |
| 39 | ARGXARGENX SE | 181,700 | $22.7B | 0.87% | |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | 81,000 | $22.2B | 0.85% | |
| 41 | 2L9BLUEPRINT MEDICINES CORP | 275,000 | $22.0B | 0.85% | |
| 42 | ALNYALNYLAM PHARMACEUTICALS INC | 233,500 | $21.8B | 0.84% | |
| 43 | —EPIZYME INC | 1,753,375 | $21.7B | 0.84% | |
| 44 | —ALDER BIOPHARMACEUTICALS INC | 1,560,000 | $21.3B | 0.82% | |
| 45 | CVETUSDCOVETRUS INC | 650,000 | $20.7B | 0.80% | |
| 46 | —AUDENTES THERAPEUTICS INC | 522,500 | $20.4B | 0.79% | |
| 47 | —MEDICINES CO | 729,400 | $20.4B | 0.79% | |
| 48 | GLPGGALAPAGOS NV | 165,000 | $19.4B | 0.75% | |
| 49 | —RETROPHIN INC | 830,000 | $18.8B | 0.72% | |
| 50 | —RA PHARMACEUTICALS INC | 804,000 | $18.0B | 0.69% | |
| 51 | PBYIPUMA BIOTECHNOLOGY INC | 458,000 | $17.8B | 0.68% | |
| 52 | SGENEURSEATTLE GENETICS INC | 242,000 | $17.7B | 0.68% | |
| 53 | CELGCELGENE CORP | 185,150 | $17.5B | 0.67% | |
| 54 | FGENEURFIBROGEN INC | 306,000 | $16.6B | 0.64% | |
| 55 | ALLKGUSDALLAKOS INC | 404,000 | $16.4B | 0.63% | |
| 56 | —IMMUNOMEDICS INC | 800,000 | $15.4B | 0.59% | |
| 57 | —INTERSECT ENT INC | 465,000 | $14.9B | 0.58% | |
| 58 | SG7SAGE THERAPEUTICS INC | 92,500 | $14.7B | 0.57% | |
| 59 | AG8AGILENT TECHNOLOGIES INC | 182,800 | $14.7B | 0.57% | |
| 60 | CICIGNA CORP NEW | 90,000 | $14.5B | 0.56% | |
| 61 | —OBSEVA SA | 1,120,000 | $14.3B | 0.55% | |
| 62 | GHGUARDANT HEALTH INC | 180,000 | $13.8B | 0.53% | |
| 63 | WSTWEST PHARMACEUTICAL SVSC INC | 125,000 | $13.8B | 0.53% | |
| 64 | AM6AMICUS THERAPEUTICS INC | 1,000,000 | $13.6B | 0.52% | |
| 65 | —BIOHAVEN PHARMACTL HLDG CO L | 260,000 | $13.4B | 0.52% | |
| 66 | MRTXEURMIRATI THERAPEUTICS INC | 180,000 | $13.2B | 0.51% | |
| 67 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 245,000 | $13.0B | 0.50% | |
| 68 | —ZOGENIX INC | 235,000 | $12.9B | 0.50% | |
| 69 | AXGNAXOGEN INC | 603,970 | $12.7B | 0.49% | |
| 70 | TBPHTHERAVANCE BIOPHARMA INC | 550,000 | $12.5B | 0.48% | |
| 71 | ANABANAPTYSBIO INC | 170,000 | $12.4B | 0.48% | |
| 72 | ZLABZAI LAB LTD | 413,400 | $12.2B | 0.47% | |
| 73 | BMRNBIOMARIN PHARMACEUTICAL INC | 135,000 | $12.0B | 0.46% | |
| 74 | —RTI SURGICAL HOLDINGS INC | 1,950,000 | $11.7B | 0.45% | |
| 75 | —PHASEBIO PHARMACEUTICALS INC | 1,140,000 | $10.8B | 0.42% | |
| 76 | RIGLUSDRIGEL PHARMACEUTICALS INC | 4,200,000 | $10.8B | 0.42% | |
| 77 | —DERMIRA INC | 775,000 | $10.5B | 0.40% | |
| 78 | —TRANSLATE BIO INC | 1,009,179 | $10.3B | 0.40% | |
| 79 | FIXXEURHOMOLOGY MEDICINES INC | 370,000 | $10.3B | 0.40% | |
| 80 | ACRSACLARIS THERAPEUTICS INC | 1,700,000 | $10.2B | 0.39% | |
| 81 | FRPTFRESHPET INC | 235,000 | $9.9B | 0.38% | |
| 82 | —ODONATE THERAPEUTICS INC | 445,000 | $9.8B | 0.38% | |
| 83 | AXNX*AXONICS MODULATION TECH INC | 400,000 | $9.6B | 0.37% | |
| 84 | CBAYUSDCYMABAY THERAPEUTICS INC | 715,000 | $9.5B | 0.37% | |
| 85 | NVCRNOVOCURE LTD | 195,000 | $9.4B | 0.36% | |
| 86 | CHRSCOHERUS BIOSCIENCES INC | 670,000 | $9.1B | 0.35% | |
| 87 | ASMBASSEMBLY BIOSCIENCES INC | 450,000 | $8.9B | 0.34% | |
| 88 | HRTXHERON THERAPEUTICS INC | 350,000 | $8.6B | 0.33% | |
| 89 | IFRXINFLARX NV | 225,000 | $8.5B | 0.33% | |
| 90 | —MYOVANT SCIENCES LTD | 347,500 | $8.3B | 0.32% | |
| 91 | —ACHILLION PHARMACEUTICALS IN | 2,700,000 | $8.0B | 0.31% | |
| 92 | AGIOAGIOS PHARMACEUTICALS INC | 117,500 | $7.9B | 0.31% | |
| 93 | —MERSANA THERAPEUTICS INC | 1,400,000 | $7.4B | 0.28% | |
| 94 | —CLEMENTIA PHARMACEUTICALS IN | 275,000 | $7.2B | 0.28% | |
| 95 | —BLUEBIRD BIO INC | 45,000 | $7.1B | 0.27% | |
| 96 | —FIVE PRIME THERAPEUTICS INC | 505,000 | $6.8B | 0.26% | |
| 97 | SPROSPERO THERAPEUTICS INC | 525,000 | $6.7B | 0.26% | |
| 98 | —GLOBAL CORD BLOOD CORPORATIO | 925,000 | $6.5B | 0.25% | |
| 99 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 800,000 | $6.4B | 0.25% | |
| 100 | CLVSEURCLOVIS ONCOLOGY INC | 256,000 | $6.4B | 0.24% |
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