The Analysis of Rock Springs Capital Management LP's Holdings
Currently, Rock Springs Capital Management LP holds 92 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in CDTX (+115.3K shares, valued at $11.0M), HTFL (+250.0K shares, valued at $8.4M), LENZ (+152.2K shares, valued at $7.1M); decreased their positions in MRUS (-466.6K shares, valued at $43.9M), ARGX (-33.0K shares, valued at $24.3M), INSM (-140.0K shares, valued at $20.2M); initiated new positions in HTFL (+250.0K shares, valued at $8.4M), MBX (+282.6K shares, valued at $4.9M), BBIO (+85.0K shares, valued at $4.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ARGX ARGENX SE142.8K shares-18.78%2025-09-302025-11-14
LLY ELI LILLY & CO105.4K shares-9.53%2025-09-302025-11-14 RYTM RHYTHM PHARMACEUTICALS INC717.1K shares-16.73%2025-09-302025-11-14 MDGL MADRIGAL PHARMACEUTICALS INC137.7K shares-1.82%2025-09-302025-11-14 RVMD REVOLUTION MEDICINES INC1.3M shares0.32%2025-09-302025-11-14 MRUS MERUS N V597.1K shares-43.87%2025-09-302025-11-14 MIRM MIRUM PHARMACEUTICALS INC761.1K shares-6.98%2025-09-302025-11-14 INSM INSMED INC385.0K shares-26.67%2025-09-302025-11-14 TVTX TRAVERE THERAPEUTICS INC2.2M shares13.45%2025-09-302025-11-14 ASND ASCENDIS PHARMA A/S214.5K shares-1.15%2025-09-302025-11-14 IRTC IRHYTHM TECHNOLOGIES INC235.0K shares-3.09%2025-09-302025-11-14 AGIO AGIOS PHARMACEUTICALS INC958.5K shares-3.15%2025-09-302025-11-14 RARE ULTRAGENYX PHARMACEUTICAL IN1.2M shares-10.40%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC82.0K shares0.00%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP360.3K shares1.48%2025-09-302025-11-14 XENE XENON PHARMACEUTICALS INC851.7K shares-8.58%2025-09-302025-11-14 ALNY ALNYLAM PHARMACEUTICALS INC74.3K shares-25.75%2025-09-302025-11-14 EXAS EXACT SCIENCES CORP593.5K shares3.76%2025-09-302025-11-14 PEN PENUMBRA INC120.5K shares-6.23%2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC626.5K shares-2.19%2025-09-302025-11-14 SRRK SCHOLAR ROCK HLDG CORP794.1K shares0.00%2025-09-302025-11-14 ZLAB ZAI LAB LTD791.2K shares-9.20%2025-09-302025-11-14 GPCR STRUCTURE THERAPEUTICS INC951.2K shares-16.26%2025-09-302025-11-14 KYMR KYMERA THERAPEUTICS INC450.4K shares0.00%2025-09-302025-11-14 THC TENET HEALTHCARE CORP125.0K shares-3.85%2025-09-302025-11-14 EVH EVOLENT HEALTH INC3.0M shares4.58%2025-09-302025-11-14 CAI CARIS LIFE SCIENCES INC793.7K shares0.00%2025-09-302025-11-14 CDTX CIDARA THERAPEUTICS INC249.4K shares85.94%2025-09-302025-11-14 DXCM DEXCOM INC316.9K shares10.51%2025-09-302025-11-14 OMDA OMADA HEALTH INC920.0K shares-0.00%2025-09-302025-11-14 CLDX CELLDEX THERAPEUTICS INC NEW721.5K shares-11.21%2025-09-302025-11-14 VERA VERA THERAPEUTICS INC617.4K shares0.00%2025-09-302025-11-14 PHR PHREESIA INC749.1K shares-10.53%2025-09-302025-11-14 TARS TARSUS PHARMACEUTICALS INC288.3K shares-22.85%2025-09-302025-11-14 NAMS NEWAMSTERDAM PHARMA COMPANY595.9K shares11.16%2025-09-302025-11-14 CMPX COMPASS THERAPEUTICS INC4.5M shares-9.84%2025-09-302025-11-14 PHVS PHARVARIS N V623.4K shares0.00%2025-09-302025-11-14 AZTA AZENTA INC540.4K shares1.89%2025-09-302025-11-14 MLYS MINERALYS THERAPEUTICS INC408.3K shares25.82%2025-09-302025-11-14 FOLD AMICUS THERAPEUTICS INC1.9M shares-0.66%2025-09-302025-11-14 XBI SPDR SERIES TRUST151.8K shares0.00%2025-09-302025-11-14 ACLX ARCELLX INC179.0K shares-3.94%2025-09-302025-11-14 SMMT SUMMIT THERAPEUTICS INC710.0K shares0.00%2025-09-302025-11-14 COGT COGENT BIOSCIENCES INC1.0M shares26.01%2025-09-302025-11-14 ELVN ENLIVEN THERAPEUTICS INC686.1K shares-2.18%2025-09-302025-11-14 ZBIO ZENAS BIOPHARMA INC580.7K shares-9.34%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC89.8K shares1.07%2025-09-302025-11-14 ARDX ARDELYX INC2.3M shares0.00%2025-09-302025-11-14 DHR DANAHER CORPORATION61.5K shares4.24%2025-09-302025-11-14 LENZ LENZ THERAPEUTICS INC236.2K shares181.28%2025-09-302025-11-14 SLNO SOLENO THERAPEUTICS INC154.5K shares0.00%2025-09-302025-11-14 DYN DYNE THERAPEUTICS INC824.1K shares41.84%2025-09-302025-11-14 MREO MEREO BIOPHARMA GROUP PLC4.6M shares2.36%2025-09-302025-11-14 ACRS ACLARIS THERAPEUTICS INC4.6M shares-3.35%2025-09-302025-11-14 GOSS GOSSAMER BIO INC3.3M shares0.00%2025-09-302025-11-14 HTFL HEARTFLOW INC250.0K sharesnew addition2025-09-302025-11-14 INSP INSPIRE MED SYS INC110.5K shares2.79%2025-09-302025-11-14 AGL AGILON HEALTH INC7.0M shares6.35%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP88.0K shares-32.82%2025-09-302025-11-14 AMLX AMYLYX PHARMACEUTICALS INC499.8K shares0.00%2025-09-302025-11-14 REGN REGENERON PHARMACEUTICALS11.3K shares0.00%2025-09-302025-11-14 BCAX BICARA THERAPEUTICS INC370.7K shares10.29%2025-09-302025-11-14 JANX JANUX THERAPEUTICS INC210.4K shares0.05%2025-09-302025-11-14 MBX MBX BIOSCIENCES INC282.6K sharesnew addition2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC10.0K shares0.00%2025-09-302025-11-14 BBIO BRIDGEBIO PHARMA INC85.0K sharesnew addition2025-09-302025-11-14 ATEC ALPHATEC HLDGS INC302.5K shares13.08%2025-09-302025-11-14 ACHC ACADIA HEALTHCARE COMPANY IN170.0K shares-75.57%2025-09-302025-11-14 OCUL OCULAR THERAPEUTIX INC300.0K sharesnew addition2025-09-302025-11-14 TLPH TALPHERA INC3.6M shares1034.17%2025-09-302025-11-14 ALKS ALKERMES PLC106.5K sharesnew addition2025-09-302025-11-14 SION SIONNA THERAPEUTICS INC99.4K shares0.00%2025-09-302025-11-14 EDAP EDAP TMS S A1.3M shares0.00%2025-09-302025-11-14 JSPR JASPER THERAPEUTICS INC1.1M shares101.90%2025-09-302025-11-14 WST WEST PHARMACEUTICAL SVSC INC9.8K shares-80.89%2025-09-302025-11-14 APLS APELLIS PHARMACEUTICALS INC92.0K shares9.13%2025-09-302025-11-14 NGNE NEUROGENE INC104.3K shares0.00%2025-09-302025-11-14 KRRO KORRO BIO INC35.7K shares0.00%2025-09-302025-11-14 CNTA CENTESSA PHARMACEUTICALS PLC69.2K sharesnew addition2025-09-302025-11-14 CATX PERSPECTIVE THERAPEUTICS INC444.4K shares0.00%2025-09-302025-11-14 APLT APPLIED THERAPEUTICS INC2.1M shares0.00%2025-09-302025-11-14 MRSN MERSANA THERAPEUTICS INC152.6K sharesnew addition2025-09-302025-11-14 IMVT IMMUNOVANT INC73.0K shares-67.06%2025-09-302025-11-14 EYPT EYEPOINT PHARMACEUTICALS INC31.7K sharesnew addition2025-09-302025-11-14 CRL CHARLES RIV LABS INTL INC2.7K shares0.00%2025-09-302025-11-14 PCVX VAXCYTE INC11.1K shares0.00%2025-09-302025-11-14 NVAX NOVAVAX INC45.0K shares-16.51%2025-09-302025-11-14 PRTA PROTHENA CORP PLC25.4K shares-94.84%2025-09-302025-11-14 MLTX MOONLAKE IMMUNOTHERAPEUTICS28.2K sharesnew addition2025-09-302025-11-14 NUVB.WS NUVATION BIO INC134.0K shares0.00%2025-09-302025-11-14 CGEN COMPUGEN LTD13.4K shares-98.64%2025-09-302025-11-14 Call Option Holdings
NAMS Call CallNEWAMSTERDAM PHARMA COMPANY31.6K sharesnew addition2025-09-302025-11-14 Put Option Holdings
No put option holdings data available