Sponsored

The Analysis of Rock Springs Capital Management LP's Holdings & P&L

Currently, Rock Springs Capital Management LP holds 100 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in MDGL (+31.4K shares, valued at $16.4M), N/A (+1.1M shares, valued at $15.7M), BSX (+116.3K shares, valued at $7.3M); decreased their positions in FOLD (-1.9M shares, valued at $27.6M), XBI (-192.0K shares, valued at $24.5M), TVTX (-732.4K shares, valued at $21.8M); initiated new positions in N/A (+1.1M shares, valued at $15.7M), N/A (+200.0K shares, valued at $6.1M), SYK (+14.8K shares, valued at $4.9M).

1M P&L

+3.8M+0.21%

3M P&L

+57.4M+3.35%

HY P&L

+11.7M+0.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.3B

68.4%

2Medical Devices165.7M

8.9%

3Drug Manufacturers - General113.3M

6.0%

Top Industries by Stock Count

1Biotechnology62 stocks

67.4%

2Medical Devices7 stocks

7.6%

3Medical Care Facilities4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RVMD REVOLUTION MEDICINES INC1.2M shares-9.42%2026-03-312026-05-15

LLY ELI LILLY & CO98.7K shares-6.36%2026-03-312026-05-15

MDGL MADRIGAL PHARMACEUTICALS INC171.0K shares22.48%2026-03-312026-05-15

MIRM MIRUM PHARMACEUTICALS INC811.3K shares6.43%2026-03-312026-05-15

ARGX ARGENX SE98.5K shares-4.60%2026-03-312026-05-15

RYTM RHYTHM PHARMACEUTICALS INC689.7K shares-0.76%2026-03-312026-05-15

INSM INSMED INC314.3K shares-1.55%2026-03-312026-05-15

ASND ASCENDIS PHARMA A/S194.0K shares-4.67%2026-03-312026-05-15

Sponsored

XENE XENON PHARMACEUTICALS INC763.0K shares-3.14%2026-03-312026-05-15

TVTX TRAVERE THERAPEUTICS INC1.5M shares-33.13%2026-03-312026-05-15

KYMR KYMERA THERAPEUTICS INC496.9K shares0.00%2026-03-312026-05-15

PEN PENUMBRA INC120.5K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC82.0K shares0.00%2026-03-312026-05-15

SRRK SCHOLAR ROCK HLDG CORP739.8K shares0.86%2026-03-312026-05-15

ELVN ENLIVEN THERAPEUTICS INC826.5K shares3.52%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP515.3K shares29.13%2026-03-312026-05-15

Sponsored

IRTC IRHYTHM HOLDINGS INC261.8K shares11.38%2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC640.2K shares-14.44%2026-03-312026-05-15

AGIO AGIOS PHARMACEUTICALS INC799.2K shares0.00%2026-03-312026-05-15

RARE ULTRAGENYX PHARMACEUTICAL IN1.2M shares-3.82%2026-03-312026-05-15

ALNY ALNYLAM PHARMACEUTICALS INC74.0K shares3.86%2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC624.2K shares-26.49%2026-03-312026-05-15

THC TENET HEALTHCARE CORP125.0K shares0.00%2026-03-312026-05-15

DXCM DEXCOM INC355.6K shares2.39%2026-03-312026-05-15

Sponsored

CLDX CELLDEX THERAPEUTICS INC NEW650.3K shares-6.10%2026-03-312026-05-15

VERA VERA THERAPEUTICS INC503.6K shares-11.43%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES INC150.4K shares19.88%2026-03-312026-05-15

ACLX ARCELLX INC169.9K shares0.00%2026-03-312026-05-15

NAMS NEWAMSTERDAM PHARMA COMPANY588.8K shares5.67%2026-03-312026-05-15

PHVS PHARVARIS N V645.5K shares3.55%2026-03-312026-05-15

ERAS ERASCA INC1.1M shares15.95%2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC972.2K shares6.49%2026-03-312026-05-15

Sponsored

CMPX COMPASS THERAPEUTICS INC3.3M shares-15.84%2026-03-312026-05-15

ACRS ACLARIS THERAPEUTICS INC4.5M shares0.42%2026-03-312026-05-15

TARS TARSUS PHARMACEUTICALS INC225.2K shares-13.51%2026-03-312026-05-15

MINIMED GROUP INC MINIMED GROUP INC1.1M sharesnew addition2026-03-312026-05-15

ZLAB ZAI LAB LTD814.7K shares0.39%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC53.0K shares29.90%2026-03-312026-05-15

CNTA CENTESSA PHARMACEUTICALS PLC351.8K shares8.58%2026-03-312026-05-15

HTFL HEARTFLOW INC572.5K shares106.16%2026-03-312026-05-15

Sponsored

ARDX ARDELYX INC2.3M shares0.00%2026-03-312026-05-15

SMMT SUMMIT THERAPEUTICS INC710.0K shares0.00%2026-03-312026-05-15

AZTA AZENTA INC569.1K shares0.00%2026-03-312026-05-15

MLYS MINERALYS THERAPEUTICS INC439.8K shares2.84%2026-03-312026-05-15

DHR DANAHER CORP DEL61.5K shares0.00%2026-03-312026-05-15

PTCT PTC THERAPEUTICS INC161.8K shares161.47%2026-03-312026-05-15

CAI CARIS LIFE SCIENCES INC563.0K shares-18.11%2026-03-312026-05-15

ZBIO ZENAS BIOPHARMA INC502.1K shares0.00%2026-03-312026-05-15

Sponsored

BCAX BICARA THERAPEUTICS INC489.1K shares13.98%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA INC128.3K shares23.91%2026-03-312026-05-15

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC257.3K shares4.13%2026-03-312026-05-15

MBX MBX BIOSCIENCES INC288.0K shares1.89%2026-03-312026-05-15

TNGX TANGO THERAPEUTICS INC386.9K shares0.00%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS10.1K shares0.00%2026-03-312026-05-15

IMNM IMMUNOME INC347.7K shares0.00%2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC499.8K shares0.00%2026-03-312026-05-15

Sponsored

OMDA OMADA HEALTH INC541.0K shares-26.89%2026-03-312026-05-15

INSP INSPIRE MED SYS INC131.8K shares0.61%2026-03-312026-05-15

APLS APELLIS PHARMACEUTICALS INC162.8K shares8.14%2026-03-312026-05-15

ALKS ALKERMES PLC184.0K shares32.15%2026-03-312026-05-15

EVH EVOLENT HEALTH INC2.7M shares0.00%2026-03-312026-05-15

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC200.0K sharesnew addition2026-03-312026-05-15

TERN TERNS PHARMACEUTICALS INC113.7K shares4.86%2026-03-312026-05-15

EDAP EDAP TMS S A1.4M shares7.11%2026-03-312026-05-15

Sponsored

JANX JANUX THERAPEUTICS INC367.0K shares2.29%2026-03-312026-05-15

PHR PHREESIA INC600.4K shares-31.51%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC10.0K shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION14.8K sharesnew addition2026-03-312026-05-15

SION SIONNA THERAPEUTICS INC99.4K shares0.00%2026-03-312026-05-15

RCUS ARCUS BIOSCIENCES INC180.0K shares0.00%2026-03-312026-05-15

XBI SPDR SERIES TRUST30.0K shares-86.49%2026-03-312026-05-15

ATEC ALPHATEC HLDGS INC350.0K shares15.70%2026-03-312026-05-15

Sponsored

PCVX VAXCYTE INC60.3K shares28.19%2026-03-312026-05-15

EYPT EYEPOINT INC258.7K shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S90.0K sharesnew addition2026-03-312026-05-15

OCUL OCULAR THERAPEUTIX INC383.7K shares10.96%2026-03-312026-05-15

VKTX VIKING THERAPEUTICS INC96.0K sharesnew addition2026-03-312026-05-15

CYTK CYTOKINETICS INC45.4K shares26.53%2026-03-312026-05-15

IPSC CENTURY THERAPEUTICS INC1.3M sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP40.0K sharesnew addition2026-03-312026-05-15

Sponsored

ROIV ROIVANT SCIENCES LTD97.0K shares9.30%2026-03-312026-05-15

TALPHERA INC TALPHERA INC3.6M shares0.00%2026-03-312026-05-15

OLMA OLEMA PHARMACEUTICALS INC170.4K shares73.43%2026-03-312026-05-15

SGRY SURGERY PARTNERS INC208.0K shares-32.90%2026-03-312026-05-15

LENZ LENZ THERAPEUTICS INC257.5K shares0.00%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP28.9K shares-64.97%2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC26.8K sharesnew addition2026-03-312026-05-15

NGNE NEUROGENE INC104.3K shares0.00%2026-03-312026-05-15

Sponsored

AGILON HEALTH INC AGILON HEALTH INC260.0K sharesnew addition2026-03-312026-05-15

CORT CORCEPT THERAPEUTICS INC50.3K shares0.00%2026-03-312026-05-15

ACHC ACADIA HEALTHCARE COMPANY IN75.5K shares-37.08%2026-03-312026-05-15

TEVA TEVA PHARMACEUTICAL INDS LTD45.5K shares0.00%2026-03-312026-05-15

MLTX MOONLAKE IMMUNOTHERAPEUTICS61.7K shares0.00%2026-03-312026-05-15

JAZZ JAZZ PHARMACEUTICALS PLC5.8K shares228.57%2026-03-312026-05-15

JASPER THERAPEUTICS INC JASPER THERAPEUTICS INC1.1M shares0.00%2026-03-312026-05-15

LEGN LEGEND BIOTECH CORP40.5K shares19.82%2026-03-312026-05-15

Sponsored

GOSS GOSSAMER BIO INC1.6M shares-50.73%2026-03-312026-05-15

FOLD AMICUS THERAPEUTIC21.1K shares-98.91%2026-03-312026-05-15

ORKA ORUKA THERAPEUTICS INC4.1K sharesnew addition2026-03-312026-05-15

BCRX BIOCRYST PHARMACEUTICALS INC12.6K sharesnew addition2026-03-312026-05-15

RVMD

REVOLUTION MEDICINES INC

-9.42%

Shares1.2M

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-6.36%

Shares98.7K

Event2026-03-31

Filed2026-05-15

MDGL

MADRIGAL PHARMACEUTICALS INC

22.48%

Shares171.0K

Event2026-03-31

Filed2026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

6.43%

Shares811.3K

Event2026-03-31

Filed2026-05-15

ARGX

ARGENX SE

-4.60%

Shares98.5K

Event2026-03-31

Filed2026-05-15

RYTM

RHYTHM PHARMACEUTICALS INC

-0.76%

Shares689.7K

Event2026-03-31

Filed2026-05-15

INSM

INSMED INC

-1.55%

Shares314.3K

Event2026-03-31

Filed2026-05-15

ASND

ASCENDIS PHARMA A/S

-4.67%

Shares194.0K

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

-3.14%

Shares763.0K

Event2026-03-31

Filed2026-05-15

TVTX

TRAVERE THERAPEUTICS INC

-33.13%

Shares1.5M

Event2026-03-31

Filed2026-05-15

KYMR

KYMERA THERAPEUTICS INC

0.00%

Shares496.9K

Event2026-03-31

Filed2026-05-15

PEN

PENUMBRA INC

0.00%

Shares120.5K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares82.0K

Event2026-03-31

Filed2026-05-15

SRRK

SCHOLAR ROCK HLDG CORP

0.86%

Shares739.8K

Event2026-03-31

Filed2026-05-15

ELVN

ENLIVEN THERAPEUTICS INC

3.52%

Shares826.5K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

29.13%

Shares515.3K

Event2026-03-31

Filed2026-05-15

IRTC

IRHYTHM HOLDINGS INC

11.38%

Shares261.8K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

-14.44%

Shares640.2K

Event2026-03-31

Filed2026-05-15

AGIO

AGIOS PHARMACEUTICALS INC

0.00%

Shares799.2K

Event2026-03-31

Filed2026-05-15

RARE

ULTRAGENYX PHARMACEUTICAL IN

-3.82%

Shares1.2M

Event2026-03-31

Filed2026-05-15

ALNY

ALNYLAM PHARMACEUTICALS INC

3.86%

Shares74.0K

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

-26.49%

Shares624.2K

Event2026-03-31

Filed2026-05-15

THC

TENET HEALTHCARE CORP

0.00%

Shares125.0K

Event2026-03-31

Filed2026-05-15

DXCM

DEXCOM INC

2.39%

Shares355.6K

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

-6.10%

Shares650.3K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

-11.43%

Shares503.6K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

19.88%

Shares150.4K

Event2026-03-31

Filed2026-05-15

ACLX

ARCELLX INC

0.00%

Shares169.9K

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

5.67%

Shares588.8K

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

3.55%

Shares645.5K

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

15.95%

Shares1.1M

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

6.49%

Shares972.2K

Event2026-03-31

Filed2026-05-15

CMPX

COMPASS THERAPEUTICS INC

-15.84%

Shares3.3M

Event2026-03-31

Filed2026-05-15

ACRS

ACLARIS THERAPEUTICS INC

0.42%

Shares4.5M

Event2026-03-31

Filed2026-05-15

TARS

TARSUS PHARMACEUTICALS INC

-13.51%

Shares225.2K

Event2026-03-31

Filed2026-05-15

MINIMED GROUP INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

ZLAB

ZAI LAB LTD

0.39%

Shares814.7K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

29.90%

Shares53.0K

Event2026-03-31

Filed2026-05-15

CNTA

CENTESSA PHARMACEUTICALS PLC

8.58%

Shares351.8K

Event2026-03-31

Filed2026-05-15

HTFL

HEARTFLOW INC

106.16%

Shares572.5K

Event2026-03-31

Filed2026-05-15

ARDX

ARDELYX INC

0.00%

Shares2.3M

Event2026-03-31

Filed2026-05-15

SMMT

SUMMIT THERAPEUTICS INC

0.00%

Shares710.0K

Event2026-03-31

Filed2026-05-15

AZTA

AZENTA INC

0.00%

Shares569.1K

Event2026-03-31

Filed2026-05-15

MLYS

MINERALYS THERAPEUTICS INC

2.84%

Shares439.8K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

0.00%

Shares61.5K

Event2026-03-31

Filed2026-05-15

PTCT

PTC THERAPEUTICS INC

161.47%

Shares161.8K

Event2026-03-31

Filed2026-05-15

CAI

CARIS LIFE SCIENCES INC

-18.11%

Shares563.0K

Event2026-03-31

Filed2026-05-15

ZBIO

ZENAS BIOPHARMA INC

0.00%

Shares502.1K

Event2026-03-31

Filed2026-05-15

BCAX

BICARA THERAPEUTICS INC

13.98%

Shares489.1K

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA INC

23.91%

Shares128.3K

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

4.13%

Shares257.3K

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

1.89%

Shares288.0K

Event2026-03-31

Filed2026-05-15

TNGX

TANGO THERAPEUTICS INC

0.00%

Shares386.9K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

IMNM

IMMUNOME INC

0.00%

Shares347.7K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

0.00%

Shares499.8K

Event2026-03-31

Filed2026-05-15

OMDA

OMADA HEALTH INC

-26.89%

Shares541.0K

Event2026-03-31

Filed2026-05-15

INSP

INSPIRE MED SYS INC

0.61%

Shares131.8K

Event2026-03-31

Filed2026-05-15

APLS

APELLIS PHARMACEUTICALS INC

8.14%

Shares162.8K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

32.15%

Shares184.0K

Event2026-03-31

Filed2026-05-15

EVH

EVOLENT HEALTH INC

0.00%

Shares2.7M

Event2026-03-31

Filed2026-05-15

INDIVIOR PHARMACEUTICALS INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

TERN

TERNS PHARMACEUTICALS INC

4.86%

Shares113.7K

Event2026-03-31

Filed2026-05-15

EDAP

EDAP TMS S A

7.11%

Shares1.4M

Event2026-03-31

Filed2026-05-15

JANX

JANUX THERAPEUTICS INC

2.29%

Shares367.0K

Event2026-03-31

Filed2026-05-15

PHR

PHREESIA INC

-31.51%

Shares600.4K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

New

Shares14.8K

Event2026-03-31

Filed2026-05-15

SION

SIONNA THERAPEUTICS INC

0.00%

Shares99.4K

Event2026-03-31

Filed2026-05-15

RCUS

ARCUS BIOSCIENCES INC

0.00%

Shares180.0K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

-86.49%

Shares30.0K

Event2026-03-31

Filed2026-05-15

ATEC

ALPHATEC HLDGS INC

15.70%

Shares350.0K

Event2026-03-31

Filed2026-05-15

PCVX

VAXCYTE INC

28.19%

Shares60.3K

Event2026-03-31

Filed2026-05-15

EYPT

EYEPOINT INC

0.00%

Shares258.7K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

New

Shares90.0K

Event2026-03-31

Filed2026-05-15

OCUL

OCULAR THERAPEUTIX INC

10.96%

Shares383.7K

Event2026-03-31

Filed2026-05-15

VKTX

VIKING THERAPEUTICS INC

New

Shares96.0K

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

26.53%

Shares45.4K

Event2026-03-31

Filed2026-05-15

IPSC

CENTURY THERAPEUTICS INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

New

Shares40.0K

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

9.30%

Shares97.0K

Event2026-03-31

Filed2026-05-15

TALPHERA INC

0.00%

Shares3.6M

Event2026-03-31

Filed2026-05-15

OLMA

OLEMA PHARMACEUTICALS INC

73.43%

Shares170.4K

Event2026-03-31

Filed2026-05-15

SGRY

SURGERY PARTNERS INC

-32.90%

Shares208.0K

Event2026-03-31

Filed2026-05-15

LENZ

LENZ THERAPEUTICS INC

0.00%

Shares257.5K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-64.97%

Shares28.9K

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

New

Shares26.8K

Event2026-03-31

Filed2026-05-15

NGNE

NEUROGENE INC

0.00%

Shares104.3K

Event2026-03-31

Filed2026-05-15

AGILON HEALTH INC

New

Shares260.0K

Event2026-03-31

Filed2026-05-15

CORT

CORCEPT THERAPEUTICS INC

0.00%

Shares50.3K

Event2026-03-31

Filed2026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

-37.08%

Shares75.5K

Event2026-03-31

Filed2026-05-15

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares45.5K

Event2026-03-31

Filed2026-05-15

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

0.00%

Shares61.7K

Event2026-03-31

Filed2026-05-15

JAZZ

JAZZ PHARMACEUTICALS PLC

228.57%

Shares5.8K

Event2026-03-31

Filed2026-05-15

JASPER THERAPEUTICS INC

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-15

LEGN

LEGEND BIOTECH CORP

19.82%

Shares40.5K

Event2026-03-31

Filed2026-05-15

GOSS

GOSSAMER BIO INC

-50.73%

Shares1.6M

Event2026-03-31

Filed2026-05-15

FOLD

AMICUS THERAPEUTIC

-98.91%

Shares21.1K

Event2026-03-31

Filed2026-05-15

ORKA

ORUKA THERAPEUTICS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares12.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available