Rock Springs Capital Management LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1595725) · Explore on the interactive board
Rock Springs Capital Management LP disclosed 104 US equity positions worth $2.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is RVMD at 10.1% of the reported book, followed by TVTX, LLY. The top ten holdings are 44.0% of the book, and the portfolio behaves like about 33 equal-weight positions. Versus the prior filing it opened 17 new positions, added to 35, reduced 30 and exited 13. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Rock Springs Capital Management LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 17 new, 35 added, 30 reduced, 13 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.1% | $207.0m | 1,105,210 | -9% | reduced |
| 2 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 6.0% | $123.8m | 2,179,069 | 47% | added |
| 3 | LLY ELI LILLY & CO | Healthcare | 5.8% | $118.4m | 98,700 | 0% | held |
| 4 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 4.6% | $94.0m | 174,999 | 2% | added |
| 5 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 4.6% | $93.4m | 798,145 | -2% | reduced |
| 6 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 3.8% | $76.9m | 692,598 | 0% | held |
| 7 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.5% | $52.0m | 453,156 | -9% | reduced |
| 8 | ARGX ARGENX SE | Healthcare | 2.4% | $48.9m | 52,750 | -46% | reduced |
| 9 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.2% | $45.0m | 168,750 | – | new |
| 10 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.0% | $41.3m | 683,907 | -10% | reduced |
| 11 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.9% | $39.3m | 715,452 | -3% | reduced |
| 12 | INSM INSMED INC | Healthcare | 1.9% | $38.6m | 362,150 | 15% | added |
| 13 | PEN PENUMBRA INC | Healthcare | 1.8% | $36.5m | 115,750 | -4% | reduced |
| 14 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.7% | $34.4m | 640,317 | 0% | held |
| 15 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.6% | $32.3m | 967,855 | -21% | reduced |
| 16 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 1.6% | $32.1m | 269,650 | 3% | added |
| 17 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.5% | $30.4m | 76,460 | -7% | reduced |
| 18 | AGL AGILON HEALTH INC | 1.4% | $28.1m | 262,600 | 1% | added | |
| 19 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.3% | $26.5m | 63,750 | 20% | added |
| 20 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.3% | $26.0m | 699,146 | 8% | added |
| 21 | ERAS ERASCA INC | Healthcare | 1.3% | $25.7m | 1,402,150 | 27% | added |
| 22 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.2% | $24.4m | 144,750 | -4% | reduced |
| 23 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.2% | $23.6m | 464,625 | -44% | reduced |
| 24 | THC TENET HEALTHCARE CORP | Healthcare | 1.1% | $23.4m | 125,000 | 0% | held |
| 25 | DXCM DEXCOM INC | Healthcare | 1.1% | $23.1m | 343,000 | -4% | reduced |
| 26 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 1.1% | $22.9m | 4,330,532 | -3% | reduced |
| 27 | MMED MINIMED GROUP INC | 1.1% | $22.7m | 1,520,000 | 44% | added | |
| 28 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.1% | $22.6m | 528,500 | 3% | added |
| 29 | PHVS PHARVARIS N V | Healthcare | 1.1% | $22.4m | 648,333 | 0% | held |
| 30 | AVALYN PHARMACEUTICALS INC | 1.1% | $21.8m | 662,918 | – | new | |
| 31 | HEMAB THERAPEUTICS HLDGS INC | 1.0% | $21.1m | 575,432 | – | new | |
| 32 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.0% | $20.9m | 942,154 | -3% | reduced |
| 33 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.0% | $20.1m | 66,750 | -10% | reduced |
| 34 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $20.0m | 515,917 | -17% | reduced |
| 35 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.0% | $19.8m | 532,563 | -33% | reduced |
| 36 | NEWAMSTERDAM PHARMA COMPANY | 1.0% | $19.7m | 582,744 | -1% | reduced | |
| 37 | VERA VERA THERAPEUTICS INC | Healthcare | 0.9% | $18.3m | 427,584 | -15% | reduced |
| 38 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 0.9% | $17.4m | 277,087 | 23% | added |
| 39 | HTFL HEARTFLOW INC | Healthcare | 0.8% | $16.8m | 573,500 | 0% | held |
| 40 | MBX MBX BIOSCIENCES INC | Healthcare | 0.8% | $16.5m | 298,218 | 4% | added |
| 41 | CYTK CYTOKINETICS INC | Healthcare | 0.8% | $16.0m | 187,980 | 314% | added |
| 42 | BCAX BICARA THERAPEUTICS INC | Healthcare | 0.8% | $15.9m | 535,286 | 9% | added |
| 43 | PARABILIS MEDICINES INC | 0.8% | $15.8m | 578,028 | – | new | |
| 44 | ZLAB ZAI LAB LTD | Healthcare | 0.8% | $15.5m | 814,707 | 0% | held |
| 45 | DHR DANAHER CORP DEL | Healthcare | 0.7% | $14.5m | 76,300 | 24% | added |
| 46 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.7% | $14.3m | 456,551 | 18% | added |
| 47 | EVH EVOLENT HEALTH INC | Healthcare | 0.7% | $13.6m | 2,500,000 | -7% | reduced |
| 48 | PTCT PTC THERAPEUTICS INC | Healthcare | 0.6% | $13.2m | 162,298 | 0% | held |
| 49 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.6% | $13.1m | 484,951 | 10% | added |
| 50 | ZBIO ZENAS BIOPHARMA INC | 0.6% | $12.7m | 502,077 | 0% | held |
What did Rock Springs Capital Management LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| ASND ASCENDIS PHARMA A/S | 38.0% | $44.4m |
| ACLXGBX ARCELLX INC | 16.7% | $19.5m |
| CNTA CENTESSA PHARMACEUTICALS PLC | 12.0% | $14.0m |
| SLNOEUR SOLENO THERAPEUTICS INC | 7.4% | $8.6m |
| REGN REGENERON PHARMACEUTICALS | 6.7% | $7.8m |
| APLSUSD APELLIS PHARMACEUTICALS INC | 5.6% | $6.5m |
| 430 TERNS PHARMACEUTICALS INC | 5.1% | $6.0m |
| XBI SPDR SERIES TRUST | 3.3% | $3.8m |
| EW EDWARDS LIFESCIENCES CORP | 2.0% | $2.3m |
| ACHC ACADIA HEALTHCARE COMPANY IN | 1.5% | $1.8m |
| JAZZ JAZZ PHARMACEUTICALS PLC | 0.9% | $1.1m |
| GOSS GOSSAMER BIO INC | 0.5% | $528.7k |
| AM6 AMICUS THERAPEUTIC | 0.3% | $304.6k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 91.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Rock Springs Capital Management LP's portfolio?
Across every quarter Rock Springs Capital Management LP has filed, its median largest position is 8.5% of the book and its median top-ten weight is 42.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 12.0 completed holding spells, the median lasted 1.0 quarters; 104.0 positions are still open and their final length is unknown.