Rock Springs Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rock Springs Capital Management LP disclosed 100 US equity positions worth $1.7bn in its Q1 2026 13F filing. The largest position was RVMD at 6.9% of the reported book, followed by LLY and MDGL.
What did Rock Springs Capital Management LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 6.9% | $117.6m | 1,209,465 | – | |
| 2 | LLY ELI LILLY & CO | Healthcare | 5.4% | $90.8m | 98,700 | – | |
| 3 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 5.3% | $89.5m | 170,999 | – | |
| 4 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 4.4% | $74.9m | 811,294 | – | |
| 5 | ARGX ARGENX SE | Healthcare | 4.2% | $71.9m | 98,500 | – | |
| 6 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 3.5% | $60.0m | 689,748 | – | |
| 7 | INSM INSMED INC | Healthcare | 3.0% | $51.4m | 314,300 | – | |
| 8 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.6% | $44.4m | 194,000 | – | |
| 9 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.6% | $44.4m | 763,020 | – | |
| 10 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.6% | $43.9m | 1,477,954 | – | |
| 11 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.4% | $41.4m | 496,871 | – | |
| 12 | PEN PENUMBRA INC | Healthcare | 2.3% | $39.6m | 120,500 | – | |
| 13 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.2% | $37.8m | 82,000 | – | |
| 14 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.1% | $36.4m | 739,816 | – | |
| 15 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.9% | $32.4m | 826,500 | – | |
| 16 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.9% | $32.3m | 515,300 | – | |
| 17 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 1.8% | $30.9m | 261,750 | – | |
| 18 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.8% | $30.9m | 640,217 | – | |
| 19 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.6% | $27.0m | 799,163 | – | |
| 20 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.5% | $25.5m | 1,218,773 | – | |
| 21 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.4% | $24.5m | 74,000 | – | |
| 22 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.4% | $24.0m | 624,155 | – | |
| 23 | THC TENET HEALTHCARE CORP | Healthcare | 1.4% | $23.6m | 125,000 | – | |
| 24 | DXCM DEXCOM INC | Healthcare | 1.3% | $22.3m | 355,600 | – | |
| 25 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.2% | $20.6m | 650,270 | – | |
| 26 | VERA VERA THERAPEUTICS INC | Healthcare | 1.2% | $20.3m | 503,585 | – | |
| 27 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.2% | $19.8m | 150,450 | – | |
| 28 | ACLXGBX ARCELLX INC | 1.1% | $19.5m | 169,859 | – | ||
| 29 | NEWAMSTERDAM PHARMA COMPANY | 1.1% | $18.8m | 588,794 | – | ||
| 30 | PHVS PHARVARIS N V | Healthcare | 1.1% | $18.2m | 645,533 | – | |
| 31 | ERAS ERASCA INC | Healthcare | 1.1% | $17.9m | 1,103,469 | – | |
| 32 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.0% | $17.6m | 972,198 | – | |
| 33 | CMPX COMPASS THERAPEUTICS INC | 1.0% | $17.5m | 3,305,308 | – | ||
| 34 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 1.0% | $16.8m | 4,472,650 | – | |
| 35 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 0.9% | $15.8m | 225,179 | – | |
| 36 | MMED MINIMED GROUP INC | 0.9% | $15.7m | 1,055,000 | – | ||
| 37 | ZLAB ZAI LAB LTD | Healthcare | 0.9% | $15.3m | 814,707 | – | |
| 38 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.8% | $14.3m | 53,000 | – | |
| 39 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.8% | $14.0m | 351,828 | – | ||
| 40 | HTFL HEARTFLOW INC | Healthcare | 0.8% | $13.9m | 572,500 | – | |
| 41 | ARDX ARDELYX INC | Healthcare | 0.8% | $13.8m | 2,299,473 | – | |
| 42 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 0.8% | $13.5m | 710,000 | – | |
| 43 | AZTA AZENTA INC | Healthcare | 0.7% | $12.0m | 569,100 | – | |
| 44 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 0.7% | $11.9m | 439,751 | – | |
| 45 | DHR DANAHER CORP DEL | Healthcare | 0.7% | $11.7m | 61,500 | – | |
| 46 | PTCT PTC THERAPEUTICS INC | Healthcare | 0.6% | $11.0m | 161,798 | – | |
| 47 | CAI CARIS LIFE SCIENCES INC | Healthcare | 0.6% | $10.1m | 563,000 | – | |
| 48 | ZBIO ZENAS BIOPHARMA INC | 0.6% | $9.8m | 502,077 | – | ||
| 49 | BCAX BICARA THERAPEUTICS INC | Healthcare | 0.6% | $9.7m | 489,095 | – | |
| 50 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.6% | $9.5m | 128,250 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.