Rock Springs Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

Rock Springs Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 96 holdings worth $1.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "AKRO",
  "NUVL",
  "ASND",
  "INSM",
  "NAMS",
  "RVMD",
  "ARGX",
  "INSP",
  "ACHC",
  "EXAS",
  "MDGL",
  "APLS",
  "ALNY",
  "FOLD",
  "EVH",
  "BSX",
  "NVAX",
  "MREO",
  null,
  "BCAX",
  "GPCR",
  "CATX",
  "MIRM",
  "TVTX",
  "LENZ",
  "SMMT",
  "MLYS",
  "KYMR",
  "PHVS",
  "LEGN",
  "PRTA",
  "NGNE",
  "AGL",
  "AMLX",
  "JANX",
  "APLT",
  "SRRK",
  "OSCR",
  "ISRG",
  "TARS",
  "NBIX",
  "JSPR",
  "KRRO",
  "MGNX",
  "MRSN",
  null,
  "LUNG",
  "SGMT",
  null,
  "ZBIO",
  "EDAP",
  null,
  "ACRS",
  null,
  "UNH",
  "REGN",
  "AGIO",
  "ATEC",
  "PHR",
  "PLRX",
  "RYTM",
  "SLNO",
  "ADAP",
  "ETNB",
  "DYN",
  "ARDX",
  null,
  "SPRB",
  "GOSS",
  "EW",
  "SRPT",
  "PEN",
  "THC",
  "CGEN",
  "ELVN",
  "INZY",
  "VIGL",
  "WRBY",
  "WST",
  "XENE",
  "ZLAB",
  "VERA",
  "RARE",
  "IMVT",
  "IRTC",
  "AZTA",
  "BEAM",
  "BCRX",
  "BPMC",
  "CLDX",
  "CMPX",
  "CGEM",
  "DHR",
  "DXCM",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 96
Total Value: 1747790415
Accession Number: 0001172661-25-001953
Form Type: 13F-HR
CIK: rock-springs-capital-management-lp
Manager Name: Rock-Springs-Capital-Management-Lp

Data Enrichment

94% identified

90 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $1,747,790.415K total value

96 positions

Manager:

SEC FilingSEC DataHachi Filing

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ARGENX SE

ARGX|04016X101

Shares:175.8K

Value:$104.0M

ELI LILLY & Co

LLY|532457108

Shares:113.5K

Value:$93.7M

Blueprint Medicines Corp

BPMC|09627Y109

Shares:1.0M

Value:$89.2M

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:166.7K

Value:$55.2M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:100.5K

Value:$52.6M

Travere Therapeutics, Inc.

TVTX|89422G107

Shares:2.9M

Value:$52.3M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:102.0K

Value:$50.5M

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

Shares:1.4M

Value:$50.5M

Penumbra Inc

PEN|70975L107

Shares:171.0K

Value:$45.7M

Revolution Medicines, Inc.

RVMD|76155X100

Shares:1.3M

Value:$45.3M

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

Shares:834.2K

Value:$44.2M

Mirum Pharmaceuticals, Inc.

MIRM|604749101

Shares:951.8K

Value:$42.9M

Merus N.V.

MRUS|N5749R100

Shares:980.8K

Value:$41.3M

INSMED Inc

INSM|457669307

Shares:515.9K

Value:$39.4M

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:143.3K

Value:$38.7M

Ascendis Pharma A/S

ASND|04351P101

Shares:216.0K

Value:$33.7M

Zai Lab Ltd

ZLAB|98887Q104

Shares:904.6K

Value:$32.7M

Xenon Pharmaceuticals Inc.

XENE|98420N105

Shares:931.7K

Value:$31.3M

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:279.0K

Value:$30.9M

Nuvalent, Inc.

NUVL|670703107

Shares:427.5K

Value:$30.3M

Instrument	Shares		Other Manager	Value
ARGENX SE(ARGXcusip04016X101)	175.8K	QoQ -23.45% (-53.9K) YoY -23.33% (-53.5K)	All Managers (Combined)	$104.0M	QoQ -26.33% (-$37.2M) YoY +15.24% (-$13.8M)
ELI LILLY & Co(LLYcusip532457108)	113.5K	QoQ -21.45% (-31.0K) YoY +9.92% (+10.3K)	All Managers (Combined)	$93.7M	QoQ -15.96% (-$17.8M) YoY +16.70% (+$13.4M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	1.0M	QoQ -8.14% (-89.3K) YoY -59.67% (-1.5M)	All Managers (Combined)	$89.2M	QoQ -6.78% (-$6.5M) YoY -62.37% (-$147.8M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	166.7K	QoQ -37.14% (-98.5K) YoY -41.69% (-119.2K)	All Managers (Combined)	$55.2M	QoQ -32.52% (-$26.6M) YoY -27.68% (-$21.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	100.5K	QoQ -42.89% (-75.5K) YoY -56.30% (-129.5K)	All Managers (Combined)	$52.6M	QoQ -40.87% (-$36.4M) YoY -53.73% (-$61.1M)
Travere Therapeutics, Inc.(TVTXcusip89422G107)	2.9M	QoQ -41.26% (-2.1M) YoY -14.70% (-503.6K)	All Managers (Combined)	$52.3M	QoQ -39.58% (-$34.3M) YoY +98.24% (-$25.9M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	102.0K	QoQ -52.77% (-114.0K) YoY -65.82% (-196.5K)	All Managers (Combined)	$50.5M	QoQ -55.19% (-$62.2M) YoY -57.59% (-$68.6M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	1.4M	QoQ -19.85% (-345.4K) YoY -21.43% (-380.5K)	All Managers (Combined)	$50.5M	QoQ -31.01% (-$22.7M) YoY -39.07% (-$32.4M)
Penumbra Inc(PENcusip70975L107)	171.0K	QoQ -28.75% (-69.0K) YoY -66.13% (-334.0K)	All Managers (Combined)	$45.7M	QoQ -19.77% (-$11.3M) YoY -59.42% (-$67.0M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	1.3M	QoQ +5.63% (-68.4K) YoY +38.75% (+358.0K)	All Managers (Combined)	$45.3M	QoQ -14.60% (-$7.7M) YoY +52.22% (+$15.5M)
RHYTHM PHARMACEUTICALS, INC.(RYTMcusip76243J105)	834.2K	QoQ -28.25% (-328.5K) YoY -45.22% (-688.7K)	All Managers (Combined)	$44.2M	QoQ -32.11% (-$20.9M) YoY -33.03% (-$21.8M)
Mirum Pharmaceuticals, Inc.(MIRMcusip604749101)	951.8K	QoQ -35.32% (-519.8K) YoY -48.73% (-904.8K)	All Managers (Combined)	$42.9M	QoQ -29.53% (-$18.0M) YoY -8.06% (-$3.8M)
Merus N.V.(MRUScusipN5749R100)	980.8K	QoQ +9.88% (+88.2K) YoY -14.46% (-165.8K)	All Managers (Combined)	$41.3M	QoQ +9.98% (+$3.7M) YoY -20.04% (-$10.3M)
INSMED Inc(INSMcusip457669307)	515.9K	QoQ -6.20% (-34.1K) YoY NEW(+515.9K)	All Managers (Combined)	$39.4M	QoQ +3.65% (-$1.4M) YoY NEW(+$39.4M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	143.3K	QoQ -44.08% (-113.0K) YoY -41.29% (-100.8K)	All Managers (Combined)	$38.7M	QoQ -35.83% (-$21.6M) YoY +6.07% (-$2.2M)
Ascendis Pharma A/S(ASNDcusip04351P101)	216.0K	QoQ -29.18% (-89.0K) YoY -25.51% (-74.0K)	All Managers (Combined)	$33.7M	QoQ -19.82% (-$8.3M) YoY -23.20% (-$10.2M)
Zai Lab Ltd(ZLABcusip98887Q104)	904.6K	QoQ -30.70% (-400.7K) YoY -30.26% (-392.5K)	All Managers (Combined)	$32.7M	QoQ -4.37% (-$1.5M) YoY +57.32% (-$11.9M)
Xenon Pharmaceuticals Inc.(XENEcusip98420N105)	931.7K	QoQ -25.57% (-320.2K) YoY -25.79% (-323.9K)	All Managers (Combined)	$31.3M	QoQ -36.30% (-$17.8M) YoY -42.17% (-$22.8M)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	279.0K	QoQ -61.27% (-441.5K) YoY -73.55% (-775.9K)	All Managers (Combined)	$30.9M	QoQ -68.62% (-$67.5M) YoY -78.79% (-$114.6M)
Nuvalent, Inc.(NUVLcusip670703107)	427.5K	QoQ -0.57% (-2.5K) YoY +241.20% (+302.2K)	All Managers (Combined)	$30.3M	QoQ -9.92% (-$3.3M) YoY +222.25% (+$20.9M)