Rock Springs Capital Management LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$4.0T
Holdings
135
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGLAGILON HEALTH INC | 7,640,000 | $193.7B | 4.88% | |
| 2 | HUMHUMANA INC | 368,600 | $160.4B | 4.04% | |
| 3 | PODDINSULET CORP | 481,700 | $128.3B | 3.23% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 240,000 | $122.4B | 3.08% | |
| 5 | IDXXIDEXX LABS INC | 218,750 | $119.7B | 3.01% | |
| 6 | ARGXARGENX SE | 350,000 | $110.4B | 2.78% | |
| 7 | NBIXNEUROCRINE BIOSCIENCES INC | 1,105,000 | $103.6B | 2.61% | |
| 8 | AFWALIGN TECHNOLOGY INC | 216,500 | $94.4B | 2.38% | |
| 9 | HCAHCA HEALTHCARE INC | 375,000 | $94.0B | 2.37% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 298,500 | $90.1B | 2.27% | |
| 11 | HZNPHORIZON THERAPEUTICS PUB L | 746,000 | $78.5B | 1.98% | |
| 12 | AGIOAGIOS PHARMACEUTICALS INC | 2,665,275 | $77.6B | 1.95% | |
| 13 | EVHEVOLENT HEALTH INC | 2,380,000 | $76.9B | 1.94% | |
| 14 | PCRXPACIRA BIOSCIENCES INC | 1,000,000 | $76.3B | 1.92% | |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 2,552,034 | $76.3B | 1.92% | |
| 16 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,028,109 | $74.7B | 1.88% | |
| 17 | EWEDWARDS LIFESCIENCES CORP | 596,500 | $70.2B | 1.77% | |
| 18 | IRTCIRHYTHM TECHNOLOGIES INC | 436,000 | $68.7B | 1.73% | |
| 19 | ACRSACLARIS THERAPEUTICS INC | 3,865,034 | $66.6B | 1.68% | |
| 20 | FRPTFRESHPET INC | 592,500 | $60.8B | 1.53% | |
| 21 | 2L9BLUEPRINT MEDICINES CORP | 947,715 | $60.5B | 1.52% | |
| 22 | CERE1EURCEREVEL THERAPEUTICS HLDNG I | 1,723,341 | $60.3B | 1.52% | |
| 23 | BAXBAXTER INTL INC | 750,700 | $58.2B | 1.47% | |
| 24 | SWAVUSDSHOCKWAVE MED INC | 271,500 | $56.3B | 1.42% | |
| 25 | KRTXKARUNA THERAPEUTICS INC | 432,543 | $54.8B | 1.38% | |
| 26 | ALNYALNYLAM PHARMACEUTICALS INC | 332,500 | $54.3B | 1.37% | |
| 27 | DC4DEXCOM INC | 104,000 | $53.2B | 1.34% | |
| 28 | ZLABZAI LAB LTD | 1,205,900 | $53.0B | 1.34% | |
| 29 | NVROEURNEVRO CORP | 721,500 | $52.2B | 1.31% | |
| 30 | ACHCACADIA HEALTHCARE COMPANY IN | 753,500 | $49.4B | 1.24% | |
| 31 | ASNDASCENDIS PHARMA A/S | 417,500 | $49.0B | 1.23% | |
| 32 | MRTXEURMIRATI THERAPEUTICS INC | 559,734 | $46.0B | 1.16% | |
| 33 | PENPENUMBRA INC | 204,500 | $45.4B | 1.14% | |
| 34 | EXASEXACT SCIENCES CORP | 570,000 | $39.9B | 1.00% | |
| 35 | SGENUSDSEAGEN INC | 270,500 | $39.0B | 0.98% | |
| 36 | —SIERRA ONCOLOGY INC | 1,174,786 | $37.7B | 0.95% | |
| 37 | MIRMMIRUM PHARMACEUTICALS INC | 1,666,208 | $36.7B | 0.92% | |
| 38 | EHCENCOMPASS HEALTH CORP | 502,500 | $35.7B | 0.90% | |
| 39 | WRBYWARBY PARKER INC | 1,038,500 | $35.1B | 0.88% | |
| 40 | SRPTSAREPTA THERAPEUTICS INC | 428,000 | $33.4B | 0.84% | |
| 41 | NVV1NOVAVAX INC | 448,200 | $33.0B | 0.83% | |
| 42 | KYMRKYMERA THERAPEUTICS INC | 755,875 | $32.0B | 0.81% | |
| 43 | ARVNARVINAS INC | 457,600 | $30.8B | 0.78% | |
| 44 | CNMDCONMED CORP | 202,500 | $30.1B | 0.76% | |
| 45 | CYTK 4 11/15/26CYTOKINETICS INC | 8,000,000 | $29.3B | 0.74% | |
| 46 | WSTWEST PHARMACEUTICAL SVSC INC | 69,250 | $28.4B | 0.72% | |
| 47 | CVETUSDCOVETRUS INC | 1,675,000 | $28.1B | 0.71% | |
| 48 | MDGLMADRIGAL PHARMACEUTICALS INC | 273,500 | $26.8B | 0.68% | |
| 49 | NVTA1EURINVITAE CORP | 3,323,821 | $26.5B | 0.67% | |
| 50 | ACCDEURACCOLADE INC | 1,505,000 | $26.4B | 0.67% | |
| 51 | —ABCAM PLC | 1,432,900 | $26.2B | 0.66% | |
| 52 | XENEXENON PHARMACEUTICALS INC | 842,498 | $25.8B | 0.65% | |
| 53 | PHRPHREESIA INC | 950,000 | $25.0B | 0.63% | |
| 54 | TVTXTRAVERE THERAPEUTICS INC | 951,650 | $24.5B | 0.62% | |
| 55 | PRTAPROTHENA CORP PLC | 663,530 | $24.3B | 0.61% | |
| 56 | HCATHEALTH CATALYST INC | 913,500 | $23.9B | 0.60% | |
| 57 | —PROMETHEUS BIOSCIENCES INC | 624,307 | $23.6B | 0.59% | |
| 58 | AURAAURA BIOSCIENCES INC | 1,008,114 | $22.2B | 0.56% | |
| 59 | BMRNBIOMARIN PHARMACEUTICAL INC | 264,500 | $20.4B | 0.51% | |
| 60 | LFSTLIFESTANCE HEALTH GROUP INC | 2,000,000 | $20.2B | 0.51% | |
| 61 | —CINCOR PHARMA INC | 1,031,159 | $18.1B | 0.46% | |
| 62 | RLAYRELAY THERAPEUTICS INC | 601,667 | $18.0B | 0.45% | |
| 63 | LUNGPULMONX CORP | 702,400 | $17.4B | 0.44% | |
| 64 | —OLINK HLDG AB | 986,000 | $17.4B | 0.44% | |
| 65 | DVAXDYNAVAX TECHNOLOGIES CORP | 1,590,894 | $17.2B | 0.43% | |
| 66 | —INTERSECT ENT INC | 550,000 | $15.4B | 0.39% | |
| 67 | —MERSANA THERAPEUTICS INC | 3,755,820 | $15.0B | 0.38% | |
| 68 | LEGNLEGEND BIOTECH CORP | 411,184 | $14.9B | 0.38% | |
| 69 | COLLCOLLEGIUM PHARMACEUTICAL INC | 725,000 | $14.8B | 0.37% | |
| 70 | RIGLUSDRIGEL PHARMACEUTICALS INC | 4,921,487 | $14.7B | 0.37% | |
| 71 | AMRNAMARIN CORP PLC | 4,419,700 | $14.5B | 0.37% | |
| 72 | NVCRNOVOCURE LTD | 175,000 | $14.5B | 0.36% | |
| 73 | RYTMRHYTHM PHARMACEUTICALS INC | 1,237,026 | $14.3B | 0.36% | |
| 74 | ANABANAPTYSBIO INC | 563,300 | $13.9B | 0.35% | |
| 75 | GHGUARDANT HEALTH INC | 200,000 | $13.2B | 0.33% | |
| 76 | AMLXAMYLYX PHARMACEUTICALS INC | 998,307 | $12.8B | 0.32% | |
| 77 | VERVVERVE THERAPEUTICS INC | 504,037 | $11.5B | 0.29% | |
| 78 | 290ACHINOOK THERAPEUTICS INC | 700,349 | $11.5B | 0.29% | |
| 79 | —AMRYT PHARMA PLC | 1,305,825 | $10.8B | 0.27% | |
| 80 | FULCFULCRUM THERAPEUTICS INC | 434,590 | $10.3B | 0.26% | |
| 81 | —ORION ACQUISITION CORP | 1,000,000 | $9.8B | 0.25% | |
| 82 | AM6AMICUS THERAPEUTICS INC | 1,012,506 | $9.6B | 0.24% | |
| 83 | AUPHAURINIA PHARMACEUTICALS INC | 771,018 | $9.5B | 0.24% | |
| 84 | GRPHGRAPHITE BIO INC | 1,790,754 | $9.1B | 0.23% | |
| 85 | AKROAKERO THERAPEUTICS INC | 635,214 | $9.0B | 0.23% | |
| 86 | —GAMIDA CELL LTD | 2,154,300 | $8.9B | 0.23% | |
| 87 | SPROSPERO THERAPEUTICS INC | 990,913 | $8.6B | 0.22% | |
| 88 | XLOXILIO THERAPEUTICS INC | 1,191,094 | $8.4B | 0.21% | |
| 89 | —EPIZYME INC | 7,267,696 | $8.4B | 0.21% | |
| 90 | MGNXMACROGENICS INC | 932,728 | $8.2B | 0.21% | |
| 91 | GOSS 5 06/01/27GOSSAMER BIO INC | 9,573,000 | $7.7B | 0.19% | |
| 92 | —ATHIRA PHARMA INC | 552,252 | $7.5B | 0.19% | |
| 93 | —FUSION PHARMACEUTICALS INC | 948,327 | $7.4B | 0.19% | |
| 94 | CMPXCOMPASS THERAPEUTICS INC | 5,328,088 | $7.3B | 0.18% | |
| 95 | CGEMCULLINAN ONCOLOGY INC | 652,578 | $6.8B | 0.17% | |
| 96 | MREOMEREO BIOPHARMA GROUP PLC | 6,074,943 | $6.8B | 0.17% | |
| 97 | LPTXEURLEAP THERAPEUTICS INC | 3,595,447 | $6.3B | 0.16% | |
| 98 | EDAEDAP TMS S A | 820,000 | $5.9B | 0.15% | |
| 99 | NKTXNKARTA INC | 509,948 | $5.8B | 0.15% | |
| 100 | DSGNDESIGN THERAPEUTICS INC | 345,597 | $5.6B | 0.14% |
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