Rock Springs Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.7T
Holdings
92
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (92 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 142,750 | $105.3B | 6.15% | |
| 2 | LLYELI LILLY & CO | 105,400 | $80.4B | 4.70% | |
| 3 | RYTMRHYTHM PHARMACEUTICALS INC | 717,102 | $72.4B | 4.23% | |
| 4 | MDGLMADRIGAL PHARMACEUTICALS INC | 137,746 | $63.2B | 3.69% | |
| 5 | RVMDREVOLUTION MEDICINES INC | 1,335,270 | $62.4B | 3.64% | |
| 6 | MRUSMERUS N V | 597,051 | $56.2B | 3.28% | |
| 7 | MIRMMIRUM PHARMACEUTICALS INC | 761,126 | $55.8B | 3.26% | |
| 8 | IM8NINSMED INC | 385,000 | $55.4B | 3.24% | |
| 9 | TVTXTRAVERE THERAPEUTICS INC | 2,164,773 | $51.7B | 3.02% | |
| 10 | ASNDASCENDIS PHARMA A/S | 214,500 | $42.6B | 2.49% | |
| 11 | IRTCIRHYTHM TECHNOLOGIES INC | 235,000 | $40.4B | 2.36% | |
| 12 | AGIOAGIOS PHARMACEUTICALS INC | 958,542 | $38.5B | 2.25% | |
| 13 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,246,341 | $37.5B | 2.19% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 82,000 | $36.7B | 2.14% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 360,250 | $35.2B | 2.05% | |
| 16 | XENEXENON PHARMACEUTICALS INC | 851,744 | $34.2B | 2.00% | |
| 17 | ALNYALNYLAM PHARMACEUTICALS INC | 74,250 | $33.9B | 1.98% | |
| 18 | EXASEXACT SCIENCES CORP | 593,500 | $32.5B | 1.90% | |
| 19 | PENPENUMBRA INC | 120,500 | $30.5B | 1.78% | |
| 20 | AKROAKERO THERAPEUTICS INC | 626,526 | $29.7B | 1.74% | |
| 21 | SRRKSCHOLAR ROCK HLDG CORP | 794,133 | $29.6B | 1.73% | |
| 22 | ZLABZAI LAB LTD | 791,193 | $26.8B | 1.57% | |
| 23 | GPCRSTRUCTURE THERAPEUTICS INC | 951,154 | $26.6B | 1.56% | |
| 24 | KYMRKYMERA THERAPEUTICS INC | 450,374 | $25.5B | 1.49% | |
| 25 | THCTENET HEALTHCARE CORP | 125,000 | $25.4B | 1.48% | |
| 26 | EVHEVOLENT HEALTH INC | 2,950,000 | $25.0B | 1.46% | |
| 27 | CAICARIS LIFE SCIENCES INC | 793,651 | $24.0B | 1.40% | |
| 28 | CDTXCIDARA THERAPEUTICS INC | 249,402 | $23.9B | 1.40% | |
| 29 | DC4DEXCOM INC | 316,900 | $21.3B | 1.25% | |
| 30 | OMDAOMADA HEALTH INC | 919,950 | $20.3B | 1.19% | |
| 31 | TCE2CELLDEX THERAPEUTICS INC NEW | 721,538 | $18.7B | 1.09% | |
| 32 | VERAVERA THERAPEUTICS INC | 617,396 | $17.9B | 1.05% | |
| 33 | NAMSNEWAMSTERDAM PHARMA COMPANY | 627,529 | $17.8B | 1.04% | Call |
| 34 | PHRPHREESIA INC | 749,116 | $17.6B | 1.03% | |
| 35 | TARSTARSUS PHARMACEUTICALS INC | 288,344 | $17.1B | 1.00% | |
| 36 | CMPXCOMPASS THERAPEUTICS INC | 4,474,702 | $15.7B | 0.92% | |
| 37 | PHVSPHARVARIS N V | 623,402 | $15.6B | 0.91% | |
| 38 | AZTAAZENTA INC | 540,400 | $15.5B | 0.91% | |
| 39 | MLYSMINERALYS THERAPEUTICS INC | 408,313 | $15.5B | 0.90% | |
| 40 | AM6AMICUS THERAPEUTICS INC | 1,947,374 | $15.3B | 0.90% | |
| 41 | XBISPDR SERIES TRUST | 151,750 | $15.2B | 0.89% | |
| 42 | ACLXARCELLX INC | 178,982 | $14.7B | 0.86% | |
| 43 | SMMTSUMMIT THERAPEUTICS INC | 710,000 | $14.7B | 0.86% | |
| 44 | COGTCOGENT BIOSCIENCES INC | 1,008,308 | $14.5B | 0.85% | |
| 45 | ELVNENLIVEN THERAPEUTICS INC | 686,107 | $14.0B | 0.82% | |
| 46 | ZBIOZENAS BIOPHARMA INC | 580,677 | $12.9B | 0.75% | |
| 47 | NBIXNEUROCRINE BIOSCIENCES INC | 89,750 | $12.6B | 0.74% | |
| 48 | ARDXARDELYX INC | 2,286,273 | $12.6B | 0.74% | |
| 49 | DHRDANAHER CORPORATION | 61,500 | $12.2B | 0.71% | |
| 50 | LENZLENZ THERAPEUTICS INC | 236,227 | $11.0B | 0.64% | |
| 51 | SLNOSOLENO THERAPEUTICS INC | 154,528 | $10.4B | 0.61% | |
| 52 | DYNDYNE THERAPEUTICS INC | 824,061 | $10.4B | 0.61% | |
| 53 | MREOMEREO BIOPHARMA GROUP PLC | 4,570,649 | $9.4B | 0.55% | |
| 54 | ACRSACLARIS THERAPEUTICS INC | 4,609,309 | $8.8B | 0.51% | |
| 55 | GOSSGOSSAMER BIO INC | 3,266,960 | $8.6B | 0.50% | |
| 56 | HTFLHEARTFLOW INC | 250,000 | $8.4B | 0.49% | |
| 57 | INSPINSPIRE MED SYS INC | 110,500 | $8.2B | 0.48% | |
| 58 | AGLAGILON HEALTH INC | 6,966,300 | $7.2B | 0.42% | |
| 59 | EWEDWARDS LIFESCIENCES CORP | 88,000 | $6.8B | 0.40% | |
| 60 | AMLXAMYLYX PHARMACEUTICALS INC | 499,764 | $6.8B | 0.40% | |
| 61 | GOSS 5 06/01/27GOSSAMER BIO INC | 9,573,000 | $6.7B | 0.39% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 11,300 | $6.4B | 0.37% | |
| 63 | BCAXBICARA THERAPEUTICS INC | 370,666 | $5.9B | 0.34% | |
| 64 | JANXJANUX THERAPEUTICS INC | 210,366 | $5.1B | 0.30% | |
| 65 | MBXMBX BIOSCIENCES INC | 282,624 | $4.9B | 0.29% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 10,000 | $4.9B | 0.28% | |
| 67 | BBIOBRIDGEBIO PHARMA INC | 85,000 | $4.4B | 0.26% | |
| 68 | ATECALPHATEC HLDGS INC | 302,500 | $4.4B | 0.26% | |
| 69 | ACHCACADIA HEALTHCARE COMPANY IN | 170,000 | $4.2B | 0.25% | |
| 70 | OCULOCULAR THERAPEUTIX INC | 300,000 | $3.5B | 0.20% | |
| 71 | TLPHTALPHERA INC | 3,589,186 | $3.2B | 0.19% | |
| 72 | ALKSALKERMES PLC | 106,537 | $3.2B | 0.19% | |
| 73 | SIONSIONNA THERAPEUTICS INC | 99,429 | $2.9B | 0.17% | |
| 74 | EDAEDAP TMS S A | 1,270,000 | $2.9B | 0.17% | |
| 75 | JSPRJASPER THERAPEUTICS INC | 1,100,726 | $2.6B | 0.15% | |
| 76 | WSTWEST PHARMACEUTICAL SVSC INC | 9,750 | $2.6B | 0.15% | |
| 77 | APLSAPELLIS PHARMACEUTICALS INC | 92,000 | $2.1B | 0.12% | |
| 78 | NGNENEUROGENE INC | 104,339 | $1.8B | 0.11% | |
| 79 | KRROKORRO BIO INC | 35,719 | $1.7B | 0.10% | |
| 80 | CNTACENTESSA PHARMACEUTICALS PLC | 69,240 | $1.7B | 0.10% | |
| 81 | CATXPERSPECTIVE THERAPEUTICS INC | 444,383 | $1.5B | 0.09% | |
| 82 | APLTAPPLIED THERAPEUTICS INC | 2,075,991 | $1.3B | 0.07% | |
| 83 | MRSNMERSANA THERAPEUTICS INC | 152,586 | $1.2B | 0.07% | |
| 84 | IMVTIMMUNOVANT INC | 72,965 | $1.2B | 0.07% | |
| 85 | EYPTEYEPOINT PHARMACEUTICALS INC | 31,655 | $450.8M | 0.03% | |
| 86 | CRLCHARLES RIV LABS INTL INC | 2,700 | $422.4M | 0.02% | |
| 87 | PCVXVAXCYTE INC | 11,100 | $399.8M | 0.02% | |
| 88 | NVV1NOVAVAX INC | 45,000 | $390.1M | 0.02% | |
| 89 | PRTAPROTHENA CORP PLC | 25,398 | $247.9M | 0.01% | |
| 90 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 28,200 | $202.2M | 0.01% | |
| 91 | NUVB/WSNUVATION BIO INC | 134,028 | $27.1M | 0.00% | |
| 92 | CGENCOMPUGEN LTD | 13,430 | $19.7M | 0.00% |