Rock Springs Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rock Springs Capital Management LP disclosed 104 US equity positions worth $2.0bn in its Q2 2026 13F filing. The largest position was RVMD at 10.1% of the reported book, followed by TVTX and LLY. Against the Q1 2026 filing, it opened 4 new positions, added to 17 and reduced 20 among the top 50 holdings.
What did Rock Springs Capital Management LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.