13F HOLDINGS REPORT
Rock Springs Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001953
Total Value
$1.75B
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 175,750 | $104.0M | 5.95% |
| 2 | ELI LILLY & CO | LLY | 113,500 | $93.7M | 5.36% |
| 3 | BLUEPRINT MEDICINES CORP | 09627Y109 | 1,007,569 | $89.2M | 5.10% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 166,698 | $55.2M | 3.16% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 100,500 | $52.6M | 3.01% |
| 6 | TRAVERE THERAPEUTICS INC | TVTX | 2,921,196 | $52.3M | 3.00% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 102,000 | $50.5M | 2.89% |
| 8 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 1,394,434 | $50.5M | 2.89% |
| 9 | PENUMBRA INC | PEN | 171,000 | $45.7M | 2.62% |
| 10 | REVOLUTION MEDICINES INC | RVMDW | 1,281,640 | $45.3M | 2.59% |
| 11 | RHYTHM PHARMACEUTICALS INC | RYTM | 834,188 | $44.2M | 2.53% |
| 12 | MIRUM PHARMACEUTICALS INC | MIRM | 951,765 | $42.9M | 2.45% |
| 13 | MERUS N V | N5749R100 | 980,751 | $41.3M | 2.36% |
| 14 | INSMED INC | INSM | 515,900 | $39.4M | 2.25% |
| 15 | ALNYLAM PHARMACEUTICALS INC | ALNY | 143,250 | $38.7M | 2.21% |
| 16 | ASCENDIS PHARMA A/S | ASND | 216,000 | $33.7M | 1.93% |
| 17 | ZAI LAB LTD | ZLAB | 904,592 | $32.7M | 1.87% |
| 18 | XENON PHARMACEUTICALS INC | XENE | 931,681 | $31.3M | 1.79% |
| 19 | NEUROCRINE BIOSCIENCES INC | NBIX | 279,000 | $30.9M | 1.77% |
| 20 | NUVALENT INC | NUVL | 427,532 | $30.3M | 1.73% |
| 21 | AGILON HEALTH INC | AGL | 6,950,000 | $30.1M | 1.72% |
| 22 | PHREESIA INC | PHR | 1,148,336 | $29.4M | 1.68% |
| 23 | BOSTON SCIENTIFIC CORP | BSX | 277,000 | $27.9M | 1.60% |
| 24 | AKERO THERAPEUTICS INC | 00973Y108 | 672,759 | $27.2M | 1.56% |
| 25 | DEXCOM INC | DXCM | 397,650 | $27.2M | 1.55% |
| 26 | IRHYTHM TECHNOLOGIES INC | IRTC | 254,300 | $26.6M | 1.52% |
| 27 | EVOLENT HEALTH INC | EVH | 2,695,700 | $25.5M | 1.46% |
| 28 | SCHOLAR ROCK HLDG CORP | SRRK | 761,541 | $24.5M | 1.40% |
| 29 | KYMERA THERAPEUTICS INC | KYMR | 794,437 | $21.7M | 1.24% |
| 30 | EXACT SCIENCES CORP | 30063P105 | 480,000 | $20.8M | 1.19% |
| 31 | ACADIA HEALTHCARE COMPANY IN | ACHC | 681,100 | $20.7M | 1.18% |
| 32 | STRUCTURE THERAPEUTICS INC | GPCR | 1,132,979 | $19.6M | 1.12% |
| 33 | SUMMIT THERAPEUTICS INC | SMMT | 995,000 | $19.2M | 1.10% |
| 34 | EDWARDS LIFESCIENCES CORP | EW | 255,000 | $18.5M | 1.06% |
| 35 | TARSUS PHARMACEUTICALS INC | TARS | 354,376 | $18.2M | 1.04% |
| 36 | TENET HEALTHCARE CORP | THC | 130,000 | $17.5M | 1.00% |
| 37 | LEGEND BIOTECH CORP | LEGN | 512,932 | $17.4M | 1.00% |
| 38 | IMMUNOVANT INC | IMVT | 975,803 | $16.7M | 0.95% |
| 39 | AZENTA INC | AZTA | 475,000 | $16.5M | 0.94% |
| 40 | INSPIRE MED SYS INC | 457730109 | 99,250 | $15.8M | 0.90% |
| 41 | AMICUS THERAPEUTICS INC | FOLD | 1,909,362 | $15.6M | 0.89% |
| 42 | WARBY PARKER INC | WRBY | 835,000 | $15.2M | 0.87% |
| 43 | MEREO BIOPHARMA GROUP PLC | MREO | 6,684,247 | $15.0M | 0.86% |
| 44 | CELLDEX THERAPEUTICS INC NEW | CLDX | 812,653 | $14.7M | 0.84% |
| 45 | OSCAR HEALTH INC | OSCR | 1,050,000 | $13.8M | 0.79% |
| 46 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 60,250 | $13.5M | 0.77% |
| 47 | VERA THERAPEUTICS INC | VERA | 520,796 | $12.5M | 0.72% |
| 48 | DANAHER CORPORATION | 235851102 | 58,800 | $12.1M | 0.69% |
| 49 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 536,111 | $11.0M | 0.63% |
| 50 | SAREPTA THERAPEUTICS INC | SRPT | 159,300 | $10.2M | 0.58% |
| 51 | AGIOS PHARMACEUTICALS INC | AGIO | 342,180 | $10.0M | 0.57% |
| 52 | PHARVARIS N V | PHVS | 623,402 | $9.8M | 0.56% |
| 53 | COMPASS THERAPEUTICS INC | CMPX | 4,962,955 | $9.4M | 0.54% |
| 54 | ENLIVEN THERAPEUTICS INC | ELVN | 465,871 | $9.2M | 0.52% |
| 55 | SOLENO THERAPEUTICS INC | SLNO | 124,095 | $8.9M | 0.51% |
| 56 | ARDELYX INC | ARDX | 1,604,975 | $7.9M | 0.45% |
| 57 | ACLARIS THERAPEUTICS INC | ACRS | 5,046,309 | $7.7M | 0.44% |
| 58 | ZENAS BIOPHARMA INC | ZBIO | 878,667 | $6.9M | 0.40% |
| 59 | 89BIO INC | 282559103 | 844,441 | $6.1M | 0.35% |
| 60 | PROTHENA CORP PLC | PRTA | 492,601 | $6.1M | 0.35% |
| 61 | JANUX THERAPEUTICS INC | JANX | 204,466 | $5.5M | 0.32% |
| 62 | DYNE THERAPEUTICS INC | DYN | 524,499 | $5.5M | 0.31% |
| 63 | GOSSAMER BIO INC | GOSS | 9,573,000 | $5.3M | 0.30% |
| 64 | MINERALYS THERAPEUTICS INC | MLYS | 320,813 | $5.1M | 0.29% |
| 65 | CULLINAN THERAPEUTICS INC | CGEM | 644,633 | $4.9M | 0.28% |
| 66 | NEVRO CORP | 64157F103 | 800,494 | $4.7M | 0.27% |
| 67 | BICARA THERAPEUTICS INC | BCAX | 336,070 | $4.4M | 0.25% |
| 68 | NOVAVAX INC | NVAX | 650,000 | $4.2M | 0.24% |
| 69 | KESTRA MED TECHNOLOGIES LTD | BEKE | 145,000 | $3.6M | 0.21% |
| 70 | GOSSAMER BIO INC | GOSS | 3,266,960 | $3.6M | 0.21% |
| 71 | PULMONX CORP | LUNG | 503,700 | $3.4M | 0.19% |
| 72 | INOZYME PHARMA INC | 45790W108 | 3,445,299 | $3.1M | 0.18% |
| 73 | BEAM THERAPEUTICS INC | BEAM | 150,020 | $2.9M | 0.17% |
| 74 | ALPHATEC HLDGS INC | ATEC | 267,500 | $2.7M | 0.16% |
| 75 | SAGIMET BIOSCIENCES INC | SGMT | 787,808 | $2.6M | 0.15% |
| 76 | EDAP TMS S A | EDAP | 1,270,000 | $2.5M | 0.14% |
| 77 | JASPER THERAPEUTICS INC | JSPRW | 545,171 | $2.3M | 0.13% |
| 78 | LENZ THERAPEUTICS INC | LENZ | 83,082 | $2.1M | 0.12% |
| 79 | REGENERON PHARMACEUTICALS | REGN | 2,800 | $1.8M | 0.10% |
| 80 | APELLIS PHARMACEUTICALS INC | APLS | 80,000 | $1.7M | 0.10% |
| 81 | BIOCRYST PHARMACEUTICALS INC | BCRX | 222,011 | $1.7M | 0.10% |
| 82 | MACROGENICS INC | MGNX | 1,145,214 | $1.5M | 0.08% |
| 83 | COMPUGEN LTD | CGEN | 989,990 | $1.4M | 0.08% |
| 84 | MERSANA THERAPEUTICS INC | 59045L106 | 3,814,684 | $1.3M | 0.08% |
| 85 | NEUROGENE INC | NGNE | 104,339 | $1.2M | 0.07% |
| 86 | AMYLYX PHARMACEUTICALS INC | AMLX | 343,228 | $1.2M | 0.07% |
| 87 | SIONNA THERAPEUTICS INC | SION | 99,429 | $1.0M | 0.06% |
| 88 | APPLIED THERAPEUTICS INC | 03828A101 | 2,074,891 | $1.0M | 0.06% |
| 89 | PERSPECTIVE THERAPEUTICS INC | CATX | 444,383 | $946,536 | 0.05% |
| 90 | VIGIL NEUROSCIENCE INC | 92673K108 | 471,958 | $840,085 | 0.05% |
| 91 | PLIANT THERAPEUTICS INC | PLRX | 589,996 | $796,495 | 0.05% |
| 92 | SPRUCE BIOSCIENCES INC | SPRB | 2,609,125 | $756,907 | 0.04% |
| 93 | KORRO BIO INC | KRRO | 35,719 | $621,868 | 0.04% |
| 94 | ADAPTIMMUNE THERAPEUTICS PLC | ADTI | 2,483,468 | $489,243 | 0.03% |
| 95 | TALPHERA INC | TLPH | 316,460 | $156,648 | 0.01% |
| 96 | NUVATION BIO INC | NUVB | 134,028 | $31,999 | 0.00% |