13F HOLDINGS REPORT
Rock Springs Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003273
Total Value
$1.60B
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 175,750 | $96.9M | 6.04% |
| 2 | ELI LILLY & CO | LLY | 116,500 | $90.8M | 5.66% |
| 3 | MERUS N V | N5749R100 | 1,063,608 | $55.9M | 3.49% |
| 4 | RHYTHM PHARMACEUTICALS INC | RYTM | 861,153 | $54.4M | 3.39% |
| 5 | INSMED INC | INSM | 525,000 | $52.8M | 3.29% |
| 6 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 1,391,072 | $50.6M | 3.15% |
| 7 | REVOLUTION MEDICINES INC | RVMDW | 1,330,960 | $49.0M | 3.05% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 82,000 | $44.6M | 2.78% |
| 9 | MADRIGAL PHARMACEUTICALS INC | MDGL | 140,296 | $42.5M | 2.65% |
| 10 | MIRUM PHARMACEUTICALS INC | MIRM | 818,206 | $41.6M | 2.59% |
| 11 | BOSTON SCIENTIFIC CORP | BSX | 355,000 | $38.1M | 2.38% |
| 12 | ASCENDIS PHARMA A/S | ASND | 217,000 | $37.5M | 2.33% |
| 13 | IRHYTHM TECHNOLOGIES INC | IRTC | 242,500 | $37.3M | 2.33% |
| 14 | AKERO THERAPEUTICS INC | 00973Y108 | 640,526 | $34.2M | 2.13% |
| 15 | PENUMBRA INC | PEN | 128,500 | $33.0M | 2.05% |
| 16 | AGIOS PHARMACEUTICALS INC | AGIO | 989,745 | $32.9M | 2.05% |
| 17 | ALNYLAM PHARMACEUTICALS INC | ALNY | 100,000 | $32.6M | 2.03% |
| 18 | EVOLENT HEALTH INC | EVH | 2,820,700 | $31.8M | 1.98% |
| 19 | ZAI LAB LTD | ZLAB | 871,392 | $30.5M | 1.90% |
| 20 | EXACT SCIENCES CORP | 30063P105 | 572,000 | $30.4M | 1.89% |
| 21 | XENON PHARMACEUTICALS INC | XENE | 931,681 | $29.2M | 1.82% |
| 22 | TRAVERE THERAPEUTICS INC | TVTX | 1,908,208 | $28.2M | 1.76% |
| 23 | SCHOLAR ROCK HLDG CORP | SRRK | 794,133 | $28.1M | 1.75% |
| 24 | DEXCOM INC | DXCM | 286,750 | $25.0M | 1.56% |
| 25 | PHREESIA INC | PHR | 837,300 | $23.8M | 1.48% |
| 26 | BLUEPRINT MEDICINES CORP | 09627Y109 | 185,500 | $23.8M | 1.48% |
| 27 | STRUCTURE THERAPEUTICS INC | GPCR | 1,135,879 | $23.6M | 1.47% |
| 28 | TENET HEALTHCARE CORP | THC | 130,000 | $22.9M | 1.43% |
| 29 | CARIS LIFE SCIENCES INC | CAI | 793,651 | $21.2M | 1.32% |
| 30 | KYMERA THERAPEUTICS INC | KYMR | 450,374 | $19.7M | 1.22% |
| 31 | OMADA HEALTH INC | OMDA | 919,951 | $16.8M | 1.05% |
| 32 | CELLDEX THERAPEUTICS INC NEW | CLDX | 812,653 | $16.5M | 1.03% |
| 33 | AZENTA INC | AZTA | 530,400 | $16.3M | 1.02% |
| 34 | ACADIA HEALTHCARE COMPANY IN | ACHC | 696,000 | $15.8M | 0.98% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 50,500 | $15.8M | 0.98% |
| 36 | TARSUS PHARMACEUTICALS INC | TARS | 373,750 | $15.1M | 0.94% |
| 37 | SUMMIT THERAPEUTICS INC | SMMT | 710,000 | $15.1M | 0.94% |
| 38 | AGILON HEALTH INC | AGL | 6,550,400 | $15.1M | 0.94% |
| 39 | OSCAR HEALTH INC | OSCR | 700,000 | $15.0M | 0.94% |
| 40 | VERA THERAPEUTICS INC | VERA | 617,396 | $14.5M | 0.91% |
| 41 | ENLIVEN THERAPEUTICS INC | ELVN | 701,408 | $14.1M | 0.88% |
| 42 | INSPIRE MED SYS INC | 457730109 | 107,500 | $14.0M | 0.87% |
| 43 | SOLENO THERAPEUTICS INC | SLNO | 154,528 | $12.9M | 0.81% |
| 44 | COMPASS THERAPEUTICS INC | CMPX | 4,962,955 | $12.9M | 0.80% |
| 45 | SPDR SERIES TRUST | 78464A870 | 151,750 | $12.6M | 0.78% |
| 46 | ARCELLX INC | ACLX | 186,314 | $12.3M | 0.76% |
| 47 | MEREO BIOPHARMA GROUP PLC | MREO | 4,465,292 | $12.1M | 0.75% |
| 48 | DANAHER CORPORATION | 235851102 | 59,000 | $11.7M | 0.73% |
| 49 | AMICUS THERAPEUTICS INC | FOLD | 1,960,334 | $11.2M | 0.70% |
| 50 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 51,030 | $11.2M | 0.70% |
| 51 | NEUROCRINE BIOSCIENCES INC | NBIX | 88,800 | $11.2M | 0.70% |
| 52 | PHARVARIS N V | PHVS | 623,402 | $11.0M | 0.68% |
| 53 | EDWARDS LIFESCIENCES CORP | EW | 131,000 | $10.2M | 0.64% |
| 54 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 536,111 | $9.7M | 0.60% |
| 55 | ARDELYX INC | ARDX | 2,286,273 | $9.0M | 0.56% |
| 56 | NUVALENT INC | NUVL | 93,328 | $7.1M | 0.44% |
| 57 | ACLARIS THERAPEUTICS INC | ACRS | 4,769,309 | $6.8M | 0.42% |
| 58 | CIDARA THERAPEUTICS INC | 171757206 | 134,133 | $6.5M | 0.41% |
| 59 | ZENAS BIOPHARMA INC | ZBIO | 640,467 | $6.2M | 0.39% |
| 60 | REGENERON PHARMACEUTICALS | REGN | 11,300 | $5.9M | 0.37% |
| 61 | COGENT BIOSCIENCES INC | COGT | 800,199 | $5.7M | 0.36% |
| 62 | DYNE THERAPEUTICS INC | DYN | 580,998 | $5.5M | 0.34% |
| 63 | CULLINAN THERAPEUTICS INC | CGEM | 668,233 | $5.0M | 0.31% |
| 64 | GOSSAMER BIO INC | GOSS | 9,573,000 | $5.0M | 0.31% |
| 65 | JANUX THERAPEUTICS INC | JANX | 210,266 | $4.9M | 0.30% |
| 66 | MINERALYS THERAPEUTICS INC | MLYS | 324,513 | $4.4M | 0.27% |
| 67 | THERMO FISHER SCIENTIFIC INC | TMO | 10,000 | $4.1M | 0.25% |
| 68 | GOSSAMER BIO INC | GOSS | 3,266,960 | $4.0M | 0.25% |
| 69 | IMMUNOVANT INC | IMVT | 221,500 | $3.5M | 0.22% |
| 70 | AMYLYX PHARMACEUTICALS INC | AMLX | 499,764 | $3.2M | 0.20% |
| 71 | BICARA THERAPEUTICS INC | BCAX | 336,070 | $3.1M | 0.19% |
| 72 | JASPER THERAPEUTICS INC | JSPRW | 545,171 | $3.0M | 0.19% |
| 73 | PROTHENA CORP PLC | PRTA | 492,601 | $3.0M | 0.19% |
| 74 | ALPHATEC HLDGS INC | ATEC | 267,500 | $3.0M | 0.19% |
| 75 | LENZ THERAPEUTICS INC | LENZ | 83,982 | $2.5M | 0.15% |
| 76 | EDAP TMS S A | EDAP | 1,270,000 | $2.1M | 0.13% |
| 77 | COMPUGEN LTD | CGEN | 989,990 | $1.8M | 0.11% |
| 78 | SIONNA THERAPEUTICS INC | SION | 99,429 | $1.7M | 0.11% |
| 79 | PULMONX CORP | LUNG | 651,100 | $1.7M | 0.11% |
| 80 | NEUROGENE INC | NGNE | 104,339 | $1.6M | 0.10% |
| 81 | PERSPECTIVE THERAPEUTICS INC | CATX | 444,383 | $1.5M | 0.10% |
| 82 | APELLIS PHARMACEUTICALS INC | APLS | 84,300 | $1.5M | 0.09% |
| 83 | SAREPTA THERAPEUTICS INC | SRPT | 68,600 | $1.2M | 0.07% |
| 84 | MERSANA THERAPEUTICS INC | 59045L106 | 3,814,684 | $1.1M | 0.07% |
| 85 | APPLIED THERAPEUTICS INC | 03828A101 | 2,075,991 | $645,841 | 0.04% |
| 86 | ADAPTIMMUNE THERAPEUTICS PLC | ADTI | 2,483,468 | $595,287 | 0.04% |
| 87 | KORRO BIO INC | KRRO | 35,719 | $446,130 | 0.03% |
| 88 | CHARLES RIV LABS INTL INC | 159864107 | 2,700 | $409,671 | 0.03% |
| 89 | 89BIO INC | 282559103 | 40,000 | $392,800 | 0.02% |
| 90 | VAXCYTE INC | PCVX | 11,100 | $360,861 | 0.02% |
| 91 | NOVAVAX INC | NVAX | 53,900 | $339,570 | 0.02% |
| 92 | TALPHERA INC | TLPH | 316,460 | $145,635 | 0.01% |
| 93 | NUVATION BIO INC | NUVB | 134,028 | $36,174 | 0.00% |