Rock Springs Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.7T
Holdings
96
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 175,750 | $104.0B | 5.95% | |
| 2 | LLYELI LILLY & CO | 113,500 | $93.7B | 5.36% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 1,007,569 | $89.2B | 5.10% | |
| 4 | MDGLMADRIGAL PHARMACEUTICALS INC | 166,698 | $55.2B | 3.16% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 100,500 | $52.6B | 3.01% | |
| 6 | TVTXTRAVERE THERAPEUTICS INC | 2,921,196 | $52.3B | 3.00% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 102,000 | $50.5B | 2.89% | |
| 8 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,394,434 | $50.5B | 2.89% | |
| 9 | PENPENUMBRA INC | 171,000 | $45.7B | 2.62% | |
| 10 | RVMDREVOLUTION MEDICINES INC | 1,281,640 | $45.3B | 2.59% | |
| 11 | RYTMRHYTHM PHARMACEUTICALS INC | 834,188 | $44.2B | 2.53% | |
| 12 | MIRMMIRUM PHARMACEUTICALS INC | 951,765 | $42.9B | 2.45% | |
| 13 | MRUSMERUS N V | 980,751 | $41.3B | 2.36% | |
| 14 | IM8NINSMED INC | 515,900 | $39.4B | 2.25% | |
| 15 | ALNYALNYLAM PHARMACEUTICALS INC | 143,250 | $38.7B | 2.21% | |
| 16 | ASNDASCENDIS PHARMA A/S | 216,000 | $33.7B | 1.93% | |
| 17 | ZLABZAI LAB LTD | 904,592 | $32.7B | 1.87% | |
| 18 | XENEXENON PHARMACEUTICALS INC | 931,681 | $31.3B | 1.79% | |
| 19 | NBIXNEUROCRINE BIOSCIENCES INC | 279,000 | $30.9B | 1.77% | |
| 20 | NUVLNUVALENT INC | 427,532 | $30.3B | 1.73% | |
| 21 | AGLAGILON HEALTH INC | 6,950,000 | $30.1B | 1.72% | |
| 22 | PHRPHREESIA INC | 1,148,336 | $29.4B | 1.68% | |
| 23 | BSXBOSTON SCIENTIFIC CORP | 277,000 | $27.9B | 1.60% | |
| 24 | AKROAKERO THERAPEUTICS INC | 672,759 | $27.2B | 1.56% | |
| 25 | DC4DEXCOM INC | 397,650 | $27.2B | 1.55% | |
| 26 | IRTCIRHYTHM TECHNOLOGIES INC | 254,300 | $26.6B | 1.52% | |
| 27 | EVHEVOLENT HEALTH INC | 2,695,700 | $25.5B | 1.46% | |
| 28 | SRRKSCHOLAR ROCK HLDG CORP | 761,541 | $24.5B | 1.40% | |
| 29 | KYMRKYMERA THERAPEUTICS INC | 794,437 | $21.7B | 1.24% | |
| 30 | EXASEXACT SCIENCES CORP | 480,000 | $20.8B | 1.19% | |
| 31 | ACHCACADIA HEALTHCARE COMPANY IN | 681,100 | $20.7B | 1.18% | |
| 32 | GPCRSTRUCTURE THERAPEUTICS INC | 1,132,979 | $19.6B | 1.12% | |
| 33 | SMMTSUMMIT THERAPEUTICS INC | 995,000 | $19.2B | 1.10% | |
| 34 | EWEDWARDS LIFESCIENCES CORP | 255,000 | $18.5B | 1.06% | |
| 35 | TARSTARSUS PHARMACEUTICALS INC | 354,376 | $18.2B | 1.04% | |
| 36 | THCTENET HEALTHCARE CORP | 130,000 | $17.5B | 1.00% | |
| 37 | LEGNLEGEND BIOTECH CORP | 512,932 | $17.4B | 1.00% | |
| 38 | IMVTIMMUNOVANT INC | 975,803 | $16.7B | 0.95% | |
| 39 | AZTAAZENTA INC | 475,000 | $16.5B | 0.94% | |
| 40 | INSPINSPIRE MED SYS INC | 99,250 | $15.8B | 0.90% | |
| 41 | AM6AMICUS THERAPEUTICS INC | 1,909,362 | $15.6B | 0.89% | |
| 42 | WRBYWARBY PARKER INC | 835,000 | $15.2B | 0.87% | |
| 43 | MREOMEREO BIOPHARMA GROUP PLC | 6,684,247 | $15.0B | 0.86% | |
| 44 | TCE2CELLDEX THERAPEUTICS INC NEW | 812,653 | $14.7B | 0.84% | |
| 45 | OSCROSCAR HEALTH INC | 1,050,000 | $13.8B | 0.79% | |
| 46 | WSTWEST PHARMACEUTICAL SVSC INC | 60,250 | $13.5B | 0.77% | |
| 47 | VERAVERA THERAPEUTICS INC | 520,796 | $12.5B | 0.72% | |
| 48 | DHRDANAHER CORPORATION | 58,800 | $12.1B | 0.69% | |
| 49 | NAMSNEWAMSTERDAM PHARMA COMPANY | 536,111 | $11.0B | 0.63% | |
| 50 | SRPTSAREPTA THERAPEUTICS INC | 159,300 | $10.2B | 0.58% | |
| 51 | AGIOAGIOS PHARMACEUTICALS INC | 342,180 | $10.0B | 0.57% | |
| 52 | PHVSPHARVARIS N V | 623,402 | $9.8B | 0.56% | |
| 53 | CMPXCOMPASS THERAPEUTICS INC | 4,962,955 | $9.4B | 0.54% | |
| 54 | ELVNENLIVEN THERAPEUTICS INC | 465,871 | $9.2B | 0.52% | |
| 55 | SLNOSOLENO THERAPEUTICS INC | 124,095 | $8.9B | 0.51% | |
| 56 | ARDXARDELYX INC | 1,604,975 | $7.9B | 0.45% | |
| 57 | ACRSACLARIS THERAPEUTICS INC | 5,046,309 | $7.7B | 0.44% | |
| 58 | ZBIOZENAS BIOPHARMA INC | 878,667 | $6.9B | 0.40% | |
| 59 | ETNBGBP89BIO INC | 844,441 | $6.1B | 0.35% | |
| 60 | PRTAPROTHENA CORP PLC | 492,601 | $6.1B | 0.35% | |
| 61 | JANXJANUX THERAPEUTICS INC | 204,466 | $5.5B | 0.32% | |
| 62 | DYNDYNE THERAPEUTICS INC | 524,499 | $5.5B | 0.31% | |
| 63 | GOSS 5 06/01/27GOSSAMER BIO INC | 9,573,000 | $5.3B | 0.30% | |
| 64 | MLYSMINERALYS THERAPEUTICS INC | 320,813 | $5.1B | 0.29% | |
| 65 | CGEMCULLINAN THERAPEUTICS INC | 644,633 | $4.9B | 0.28% | |
| 66 | NVROEURNEVRO CORP | 800,494 | $4.7B | 0.27% | |
| 67 | BCAXBICARA THERAPEUTICS INC | 336,070 | $4.4B | 0.25% | |
| 68 | NVV1NOVAVAX INC | 650,000 | $4.2B | 0.24% | |
| 69 | KMTSKESTRA MED TECHNOLOGIES LTD | 145,000 | $3.6B | 0.21% | |
| 70 | GOSSGOSSAMER BIO INC | 3,266,960 | $3.6B | 0.21% | |
| 71 | LUNGPULMONX CORP | 503,700 | $3.4B | 0.19% | |
| 72 | INZYINOZYME PHARMA INC | 3,445,299 | $3.1B | 0.18% | |
| 73 | BEAMBEAM THERAPEUTICS INC | 150,020 | $2.9B | 0.17% | |
| 74 | ATECALPHATEC HLDGS INC | 267,500 | $2.7B | 0.16% | |
| 75 | SGMTSAGIMET BIOSCIENCES INC | 787,808 | $2.6B | 0.15% | |
| 76 | EDAEDAP TMS S A | 1,270,000 | $2.5B | 0.14% | |
| 77 | JSPRJASPER THERAPEUTICS INC | 545,171 | $2.3B | 0.13% | |
| 78 | LENZLENZ THERAPEUTICS INC | 83,082 | $2.1B | 0.12% | |
| 79 | REGNREGENERON PHARMACEUTICALS | 2,800 | $1.8B | 0.10% | |
| 80 | APLSAPELLIS PHARMACEUTICALS INC | 80,000 | $1.7B | 0.10% | |
| 81 | BCRXBIOCRYST PHARMACEUTICALS INC | 222,011 | $1.7B | 0.10% | |
| 82 | MGNXMACROGENICS INC | 1,145,214 | $1.5B | 0.08% | |
| 83 | CGENCOMPUGEN LTD | 989,990 | $1.4B | 0.08% | |
| 84 | —MERSANA THERAPEUTICS INC | 3,814,684 | $1.3B | 0.08% | |
| 85 | NGNENEUROGENE INC | 104,339 | $1.2B | 0.07% | |
| 86 | AMLXAMYLYX PHARMACEUTICALS INC | 343,228 | $1.2B | 0.07% | |
| 87 | SIONSIONNA THERAPEUTICS INC | 99,429 | $1.0B | 0.06% | |
| 88 | APLTAPPLIED THERAPEUTICS INC | 2,074,891 | $1.0B | 0.06% | |
| 89 | CATXPERSPECTIVE THERAPEUTICS INC | 444,383 | $946.5M | 0.05% | |
| 90 | VIGLVIGIL NEUROSCIENCE INC | 471,958 | $840.1M | 0.05% | |
| 91 | PLRXPLIANT THERAPEUTICS INC | 589,996 | $796.5M | 0.05% | |
| 92 | SPRBSPRUCE BIOSCIENCES INC | 2,609,125 | $756.9M | 0.04% | |
| 93 | KRROKORRO BIO INC | 35,719 | $621.9M | 0.04% | |
| 94 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 2,483,468 | $489.2M | 0.03% | |
| 95 | TLPHTALPHERA INC | 316,460 | $156.6M | 0.01% | |
| 96 | NUVB/WSNUVATION BIO INC | 134,028 | $32.0M | 0.00% |