Rock Springs Capital Management Lp Portfolio Stock Holdings
Rock Springs Capital Management Lp disclosed 100 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include REVOLUTION MEDICINES INC, ELI LILLY & CO, and MADRIGAL PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 100
- Portfolio Value
- $1.7B
Holdings by Sector
Rock Springs Capital Management Lp Portfolio Holdings in Q1 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 6.93% | 1,209,465 | -125,805 | -9.42% | $117,620,471 |
| ELI LILLY & CO | LLY | Healthcare | 5.35% | 98,700 | -6,700 | -6.36% | $90,781,299 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 5.28% | 170,999 | +31,381 | +22.48% | $89,512,847 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.42% | 811,294 | +49,000 | +6.43% | $74,947,340 |
| ARGENX SE | ARGX | Healthcare | 4.24% | 98,500 | -4,750 | -4.60% | $71,929,625 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 3.54% | 689,748 | -5,262 | -0.76% | $59,987,384 |
| INSMED INC | INSM | Healthcare | 3.03% | 314,300 | -4,950 | -1.55% | $51,394,336 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 2.62% | 194,000 | -9,500 | -4.67% | $44,373,620 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.62% | 763,020 | -24,768 | -3.14% | $44,369,613 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.59% | 1,477,954 | -732,368 | -33.13% | $43,910,013 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 2.44% | 496,871 | - | - | $41,384,386 |
| PENUMBRA INC | PEN | Healthcare | 2.33% | 120,500 | - | - | $39,568,585 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.23% | 82,000 | - | - | $37,801,180 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 2.14% | 739,816 | +6,339 | +0.86% | $36,369,355 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.91% | 826,500 | +28,095 | +3.52% | $32,398,800 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.91% | 515,300 | +116,250 | +29.13% | $32,335,075 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 1.82% | 261,750 | +26,750 | +11.38% | $30,891,735 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.82% | 640,217 | -108,019 | -14.44% | $30,858,459 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 1.59% | 799,163 | - | - | $27,035,684 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 1.50% | 1,218,773 | -48,468 | -3.82% | $25,533,294 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.44% | 74,000 | +2,750 | +3.86% | $24,484,380 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.42% | 624,155 | -224,875 | -26.49% | $24,023,726 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.39% | 125,000 | - | - | $23,588,750 |
| DEXCOM INC | DXCM | Healthcare | 1.32% | 355,600 | +8,300 | +2.39% | $22,331,680 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 1.22% | 650,270 | -42,268 | -6.10% | $20,626,564 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 1.19% | 503,585 | -64,994 | -11.43% | $20,259,225 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.17% | 150,450 | +24,950 | +19.88% | $19,820,283 |
| ARCELLX INC | ACLX | Healthcare | 1.15% | 169,859 | - | - | $19,503,210 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 1.11% | 588,794 | +31,600 | +5.67% | $18,847,296 |
| PHARVARIS N V | PHVS | Other | 1.07% | 645,533 | +22,131 | +3.55% | $18,236,307 |
| ERASCA INC | ERAS | Healthcare | 1.05% | 1,103,469 | +151,759 | +15.95% | $17,854,128 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.04% | 972,198 | +59,243 | +6.49% | $17,625,950 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.03% | 3,305,308 | -621,894 | -15.84% | $17,485,079 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.99% | 4,472,650 | +18,909 | +0.42% | $16,772,438 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 0.93% | 225,179 | -35,165 | -13.51% | $15,796,307 |
| ZAI LAB LTD | ZLAB | Healthcare | 0.90% | 814,707 | +3,161 | +0.39% | $15,324,639 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.85% | 53,000 | +12,200 | +29.90% | $14,341,270 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 0.82% | 351,828 | +27,813 | +8.58% | $13,974,608 |
| ARDELYX INC | ARDX | Healthcare | 0.81% | 2,299,473 | - | - | $13,773,843 |
| SUMMIT THERAPEUTICS INC | SMMT | Healthcare | 0.79% | 710,000 | - | - | $13,461,600 |
| AZENTA INC | AZTA | Healthcare | 0.71% | 569,100 | - | - | $12,025,083 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 0.70% | 439,751 | +12,155 | +2.84% | $11,912,855 |
| DANAHER CORP DEL | DHR | Healthcare | 0.69% | 61,500 | - | - | $11,660,400 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 0.65% | 161,798 | +99,919 | +161.47% | $11,023,298 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.56% | 128,250 | +24,750 | +23.91% | $9,523,845 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 0.51% | 257,253 | +10,200 | +4.13% | $8,612,830 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 0.48% | 386,915 | - | - | $8,094,262 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.46% | 10,100 | - | - | $7,803,664 |
| IMMUNOME INC | IMNM | Healthcare | 0.45% | 347,666 | - | - | $7,603,455 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 0.41% | 499,764 | - | - | $6,946,720 |
| INSPIRE MED SYS INC | INSP | Healthcare | 0.40% | 131,800 | +800 | +0.61% | $6,798,244 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 0.39% | 162,750 | +12,250 | +8.14% | $6,547,433 |
| ALKERMES PLC | G01767105 | Other | 0.38% | 183,986 | +44,758 | +32.15% | $6,505,745 |
| EVOLENT HEALTH INC | EVH | Healthcare | 0.36% | 2,675,000 | - | - | $6,099,000 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 0.35% | 113,748 | +5,267 | +4.86% | $5,996,795 |
| EDAP TMS S A | EDAP | Healthcare | 0.30% | 1,378,000 | +91,500 | +7.11% | $5,126,160 |
| JANUX THERAPEUTICS INC | JANX | Healthcare | 0.30% | 367,009 | +8,211 | +2.29% | $5,101,425 |
| PHREESIA INC | PHR | Healthcare | 0.30% | 600,400 | -276,200 | -31.51% | $5,031,352 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.29% | 10,000 | - | - | $4,915,300 |
| STRYKER CORPORATION | SYK | Healthcare | 0.29% | 14,800 | +14,800 | +100.00% | $4,863,132 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.23% | 99,429 | - | - | $3,986,109 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 0.23% | 180,000 | - | - | $3,888,000 |
| SPDR SERIES TRUST | XBI | Other | 0.23% | 30,000 | -192,000 | -86.49% | $3,831,900 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 0.22% | 350,000 | +47,500 | +15.70% | $3,808,000 |
| VAXCYTE INC | PCVX | Healthcare | 0.21% | 60,250 | +13,250 | +28.19% | $3,501,128 |
| EYEPOINT INC | EYPT | Healthcare | 0.20% | 258,739 | - | - | $3,335,146 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.19% | 90,000 | +90,000 | +100.00% | $3,307,500 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 0.19% | 383,716 | +37,896 | +10.96% | $3,250,075 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.18% | 96,000 | +96,000 | +100.00% | $3,123,840 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.18% | 45,364 | +9,511 | +26.53% | $2,989,941 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 0.17% | 1,304,347 | +1,304,347 | +100.00% | $2,947,824 |
| CVS HEALTH CORP | CVS | Healthcare | 0.17% | 40,000 | +40,000 | +100.00% | $2,872,800 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 0.16% | 97,000 | +8,250 | +9.30% | $2,686,900 |
| TALPHERA INC | TLPH | Healthcare | 0.16% | 3,589,186 | - | - | $2,680,763 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 0.15% | 170,378 | +72,138 | +73.43% | $2,540,336 |
| SURGERY PARTNERS INC | SGRY | Healthcare | 0.15% | 208,000 | -102,000 | -32.90% | $2,479,360 |
| LENZ THERAPEUTICS INC | LENZ | Healthcare | 0.14% | 257,460 | - | - | $2,355,759 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.14% | 28,900 | -53,600 | -64.97% | $2,314,312 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 0.13% | 26,757 | +26,757 | +100.00% | $2,245,447 |
| NEUROGENE INC | NGNE | Healthcare | 0.12% | 104,339 | - | - | $2,103,474 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.12% | 50,250 | - | - | $2,025,578 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 0.10% | 75,500 | -44,500 | -37.08% | $1,765,945 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 0.08% | 45,500 | - | - | $1,370,460 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.07% | 61,700 | - | - | $1,150,088 |
| JASPER THERAPEUTICS INC | JSPR | Healthcare | 0.06% | 1,100,726 | - | - | $964,456 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 0.04% | 40,500 | +6,700 | +19.82% | $732,645 |
| GOSSAMER BIO INC | GOSS | Healthcare | 0.03% | 1,609,492 | -1,657,468 | -50.73% | $528,718 |
| AMICUS THERAPEUTIC | FOLD | Healthcare | 0.02% | 21,062 | -1,908,869 | -98.91% | $304,557 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.01% | 12,600 | +12,600 | +100.00% | $119,952 |