Rock Springs Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.6T
Holdings
93
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 175,750 | $96.9B | 6.04% | |
| 2 | LLYELI LILLY & CO | 116,500 | $90.8B | 5.66% | |
| 3 | MRUSMERUS N V | 1,063,608 | $55.9B | 3.49% | |
| 4 | RYTMRHYTHM PHARMACEUTICALS INC | 861,153 | $54.4B | 3.39% | |
| 5 | IM8NINSMED INC | 525,000 | $52.8B | 3.29% | |
| 6 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,391,072 | $50.6B | 3.15% | |
| 7 | RVMDREVOLUTION MEDICINES INC | 1,330,960 | $49.0B | 3.05% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 82,000 | $44.6B | 2.78% | |
| 9 | MDGLMADRIGAL PHARMACEUTICALS INC | 140,296 | $42.5B | 2.65% | |
| 10 | MIRMMIRUM PHARMACEUTICALS INC | 818,206 | $41.6B | 2.59% | |
| 11 | BSXBOSTON SCIENTIFIC CORP | 355,000 | $38.1B | 2.38% | |
| 12 | ASNDASCENDIS PHARMA A/S | 217,000 | $37.5B | 2.33% | |
| 13 | IRTCIRHYTHM TECHNOLOGIES INC | 242,500 | $37.3B | 2.33% | |
| 14 | AKROAKERO THERAPEUTICS INC | 640,526 | $34.2B | 2.13% | |
| 15 | PENPENUMBRA INC | 128,500 | $33.0B | 2.05% | |
| 16 | AGIOAGIOS PHARMACEUTICALS INC | 989,745 | $32.9B | 2.05% | |
| 17 | ALNYALNYLAM PHARMACEUTICALS INC | 100,000 | $32.6B | 2.03% | |
| 18 | EVHEVOLENT HEALTH INC | 2,820,700 | $31.8B | 1.98% | |
| 19 | ZLABZAI LAB LTD | 871,392 | $30.5B | 1.90% | |
| 20 | EXASEXACT SCIENCES CORP | 572,000 | $30.4B | 1.89% | |
| 21 | XENEXENON PHARMACEUTICALS INC | 931,681 | $29.2B | 1.82% | |
| 22 | TVTXTRAVERE THERAPEUTICS INC | 1,908,208 | $28.2B | 1.76% | |
| 23 | SRRKSCHOLAR ROCK HLDG CORP | 794,133 | $28.1B | 1.75% | |
| 24 | DC4DEXCOM INC | 286,750 | $25.0B | 1.56% | |
| 25 | PHRPHREESIA INC | 837,300 | $23.8B | 1.48% | |
| 26 | 2L9BLUEPRINT MEDICINES CORP | 185,500 | $23.8B | 1.48% | |
| 27 | GPCRSTRUCTURE THERAPEUTICS INC | 1,135,879 | $23.6B | 1.47% | |
| 28 | THCTENET HEALTHCARE CORP | 130,000 | $22.9B | 1.43% | |
| 29 | CAICARIS LIFE SCIENCES INC | 793,651 | $21.2B | 1.32% | |
| 30 | KYMRKYMERA THERAPEUTICS INC | 450,374 | $19.7B | 1.22% | |
| 31 | OMDAOMADA HEALTH INC | 919,951 | $16.8B | 1.05% | |
| 32 | TCE2CELLDEX THERAPEUTICS INC NEW | 812,653 | $16.5B | 1.03% | |
| 33 | AZTAAZENTA INC | 530,400 | $16.3B | 1.02% | |
| 34 | ACHCACADIA HEALTHCARE COMPANY IN | 696,000 | $15.8B | 0.98% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 50,500 | $15.8B | 0.98% | |
| 36 | TARSTARSUS PHARMACEUTICALS INC | 373,750 | $15.1B | 0.94% | |
| 37 | SMMTSUMMIT THERAPEUTICS INC | 710,000 | $15.1B | 0.94% | |
| 38 | AGLAGILON HEALTH INC | 6,550,400 | $15.1B | 0.94% | |
| 39 | OSCROSCAR HEALTH INC | 700,000 | $15.0B | 0.94% | |
| 40 | VERAVERA THERAPEUTICS INC | 617,396 | $14.5B | 0.91% | |
| 41 | ELVNENLIVEN THERAPEUTICS INC | 701,408 | $14.1B | 0.88% | |
| 42 | INSPINSPIRE MED SYS INC | 107,500 | $14.0B | 0.87% | |
| 43 | SLNOSOLENO THERAPEUTICS INC | 154,528 | $12.9B | 0.81% | |
| 44 | CMPXCOMPASS THERAPEUTICS INC | 4,962,955 | $12.9B | 0.80% | |
| 45 | XBISPDR SERIES TRUST | 151,750 | $12.6B | 0.78% | |
| 46 | ACLXARCELLX INC | 186,314 | $12.3B | 0.76% | |
| 47 | MREOMEREO BIOPHARMA GROUP PLC | 4,465,292 | $12.1B | 0.75% | |
| 48 | DHRDANAHER CORPORATION | 59,000 | $11.7B | 0.73% | |
| 49 | AM6AMICUS THERAPEUTICS INC | 1,960,334 | $11.2B | 0.70% | |
| 50 | WSTWEST PHARMACEUTICAL SVSC INC | 51,030 | $11.2B | 0.70% | |
| 51 | NBIXNEUROCRINE BIOSCIENCES INC | 88,800 | $11.2B | 0.70% | |
| 52 | PHVSPHARVARIS N V | 623,402 | $11.0B | 0.68% | |
| 53 | EWEDWARDS LIFESCIENCES CORP | 131,000 | $10.2B | 0.64% | |
| 54 | NAMSNEWAMSTERDAM PHARMA COMPANY | 536,111 | $9.7B | 0.60% | |
| 55 | ARDXARDELYX INC | 2,286,273 | $9.0B | 0.56% | |
| 56 | NUVLNUVALENT INC | 93,328 | $7.1B | 0.44% | |
| 57 | ACRSACLARIS THERAPEUTICS INC | 4,769,309 | $6.8B | 0.42% | |
| 58 | CDTXCIDARA THERAPEUTICS INC | 134,133 | $6.5B | 0.41% | |
| 59 | ZBIOZENAS BIOPHARMA INC | 640,467 | $6.2B | 0.39% | |
| 60 | REGNREGENERON PHARMACEUTICALS | 11,300 | $5.9B | 0.37% | |
| 61 | COGTCOGENT BIOSCIENCES INC | 800,199 | $5.7B | 0.36% | |
| 62 | DYNDYNE THERAPEUTICS INC | 580,998 | $5.5B | 0.34% | |
| 63 | CGEMCULLINAN THERAPEUTICS INC | 668,233 | $5.0B | 0.31% | |
| 64 | GOSS 5 06/01/27GOSSAMER BIO INC | 9,573,000 | $5.0B | 0.31% | |
| 65 | JANXJANUX THERAPEUTICS INC | 210,266 | $4.9B | 0.30% | |
| 66 | MLYSMINERALYS THERAPEUTICS INC | 324,513 | $4.4B | 0.27% | |
| 67 | TMOTHERMO FISHER SCIENTIFIC INC | 10,000 | $4.1B | 0.25% | |
| 68 | GOSSGOSSAMER BIO INC | 3,266,960 | $4.0B | 0.25% | |
| 69 | IMVTIMMUNOVANT INC | 221,500 | $3.5B | 0.22% | |
| 70 | AMLXAMYLYX PHARMACEUTICALS INC | 499,764 | $3.2B | 0.20% | |
| 71 | BCAXBICARA THERAPEUTICS INC | 336,070 | $3.1B | 0.19% | |
| 72 | JSPRJASPER THERAPEUTICS INC | 545,171 | $3.0B | 0.19% | |
| 73 | PRTAPROTHENA CORP PLC | 492,601 | $3.0B | 0.19% | |
| 74 | ATECALPHATEC HLDGS INC | 267,500 | $3.0B | 0.19% | |
| 75 | LENZLENZ THERAPEUTICS INC | 83,982 | $2.5B | 0.15% | |
| 76 | EDAEDAP TMS S A | 1,270,000 | $2.1B | 0.13% | |
| 77 | CGENCOMPUGEN LTD | 989,990 | $1.8B | 0.11% | |
| 78 | SIONSIONNA THERAPEUTICS INC | 99,429 | $1.7B | 0.11% | |
| 79 | LUNGPULMONX CORP | 651,100 | $1.7B | 0.11% | |
| 80 | NGNENEUROGENE INC | 104,339 | $1.6B | 0.10% | |
| 81 | CATXPERSPECTIVE THERAPEUTICS INC | 444,383 | $1.5B | 0.10% | |
| 82 | APLSAPELLIS PHARMACEUTICALS INC | 84,300 | $1.5B | 0.09% | |
| 83 | SRPTSAREPTA THERAPEUTICS INC | 68,600 | $1.2B | 0.07% | |
| 84 | —MERSANA THERAPEUTICS INC | 3,814,684 | $1.1B | 0.07% | |
| 85 | APLTAPPLIED THERAPEUTICS INC | 2,075,991 | $645.8M | 0.04% | |
| 86 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 2,483,468 | $595.3M | 0.04% | |
| 87 | KRROKORRO BIO INC | 35,719 | $446.1M | 0.03% | |
| 88 | CRLCHARLES RIV LABS INTL INC | 2,700 | $409.7M | 0.03% | |
| 89 | ETNBGBP89BIO INC | 40,000 | $392.8M | 0.02% | |
| 90 | PCVXVAXCYTE INC | 11,100 | $360.9M | 0.02% | |
| 91 | NVV1NOVAVAX INC | 53,900 | $339.6M | 0.02% | |
| 92 | TLPHTALPHERA INC | 316,460 | $145.6M | 0.01% | |
| 93 | NUVB/WSNUVATION BIO INC | 134,028 | $36.2M | 0.00% |