Rock Springs Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rock Springs Capital Management Lp disclosed 103 stock positions valued at approximately $2.05B as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, TRAVERE THERAPEUTICS INC, and ELI LILLY & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 103
- Portfolio Value
- $2.05B
Holdings by Sector
Rock Springs Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 10.10% | 1,105,210 | -104,255 | -8.62% | $206,983,729 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 6.04% | 2,179,069 | +701,115 | +47.44% | $123,792,910 |
| ELI LILLY & CO | LLY | Healthcare | 5.78% | 98,700 | - | - | $118,383,741 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 4.59% | 174,999 | +4,000 | +2.34% | $93,965,713 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.56% | 798,145 | -13,149 | -1.62% | $93,438,835 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 3.75% | 692,598 | +2,850 | +0.41% | $76,899,156 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 2.54% | 453,156 | -43,715 | -8.80% | $51,963,399 |
| ARGENX SE | ARGX | Healthcare | 2.39% | 52,750 | -45,750 | -46.45% | $48,939,868 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.01% | 683,907 | -79,113 | -10.37% | $41,280,627 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.92% | 715,452 | -24,364 | -3.29% | $39,349,860 |
| INSMED INC | INSM | Healthcare | 1.88% | 362,150 | +47,850 | +15.22% | $38,612,433 |
| PENUMBRA INC | PEN | Healthcare | 1.78% | 115,750 | -4,750 | -3.94% | $36,548,063 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.68% | 640,317 | +100 | +0.02% | $34,365,813 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 1.58% | 967,855 | -250,918 | -20.59% | $32,316,678 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 1.57% | 269,650 | +7,900 | +3.02% | $32,074,868 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.48% | 76,460 | -5,540 | -6.76% | $30,406,613 |
| AGILON HEALTH INC | AGL | Healthcare | 1.37% | 262,600 | +2,600 | +1.00% | $28,145,468 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.29% | 63,750 | +10,750 | +20.28% | $26,496,413 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 1.27% | 699,146 | +48,876 | +7.52% | $26,015,223 |
| ERASCA INC | ERAS | Healthcare | 1.25% | 1,402,150 | +298,681 | +27.07% | $25,687,388 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.19% | 144,750 | -5,700 | -3.79% | $24,395,441 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.15% | 464,625 | -361,875 | -43.78% | $23,579,719 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.14% | 125,000 | - | - | $23,385,000 |
| DEXCOM INC | DXCM | Healthcare | 1.13% | 343,000 | -12,600 | -3.54% | $23,101,050 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 1.12% | 4,330,532 | -142,118 | -3.18% | $22,908,514 |
| MINIMED GROUP INC | MMED | Healthcare | 1.11% | 1,520,000 | +465,000 | +44.08% | $22,724,000 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.10% | 528,500 | +13,200 | +2.56% | $22,556,380 |
| PHARVARIS N V | PHVS | Healthcare | 1.09% | 648,333 | +2,800 | +0.43% | $22,419,355 |
| AVALYN PHARMACEUTICALS INC | AVLN | Healthcare | 1.07% | 662,918 | +662,918 | +100.00% | $21,823,261 |
| HEMAB THERAPEUTICS HLDGS INC | COAG | Healthcare | 1.03% | 575,432 | +575,432 | +100.00% | $21,135,617 |
Showing 30 of 103 holdings in the latest reporting period.