13F HOLDINGS REPORT
Rock Springs Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004882
Total Value
$1.71B
Positions
93
Other Managers
0
Confidential Omitted
No
Holdings (93)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 142,750 | $105.3M | 6.15% |
| 2 | ELI LILLY & CO | LLY | 105,400 | $80.4M | 4.70% |
| 3 | RHYTHM PHARMACEUTICALS INC | RYTM | 717,102 | $72.4M | 4.23% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 137,746 | $63.2M | 3.69% |
| 5 | REVOLUTION MEDICINES INC | RVMDW | 1,335,270 | $62.4M | 3.64% |
| 6 | MERUS N V | N5749R100 | 597,051 | $56.2M | 3.28% |
| 7 | MIRUM PHARMACEUTICALS INC | MIRM | 761,126 | $55.8M | 3.26% |
| 8 | INSMED INC | INSM | 385,000 | $55.4M | 3.24% |
| 9 | TRAVERE THERAPEUTICS INC | TVTX | 2,164,773 | $51.7M | 3.02% |
| 10 | ASCENDIS PHARMA A/S | ASND | 214,500 | $42.6M | 2.49% |
| 11 | IRHYTHM TECHNOLOGIES INC | IRTC | 235,000 | $40.4M | 2.36% |
| 12 | AGIOS PHARMACEUTICALS INC | AGIO | 958,542 | $38.5M | 2.25% |
| 13 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 1,246,341 | $37.5M | 2.19% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 82,000 | $36.7M | 2.14% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 360,250 | $35.2M | 2.05% |
| 16 | XENON PHARMACEUTICALS INC | XENE | 851,744 | $34.2M | 2.00% |
| 17 | ALNYLAM PHARMACEUTICALS INC | ALNY | 74,250 | $33.9M | 1.98% |
| 18 | EXACT SCIENCES CORP | 30063P105 | 593,500 | $32.5M | 1.90% |
| 19 | PENUMBRA INC | PEN | 120,500 | $30.5M | 1.78% |
| 20 | AKERO THERAPEUTICS INC | 00973Y108 | 626,526 | $29.7M | 1.74% |
| 21 | SCHOLAR ROCK HLDG CORP | SRRK | 794,133 | $29.6M | 1.73% |
| 22 | ZAI LAB LTD | ZLAB | 791,193 | $26.8M | 1.57% |
| 23 | STRUCTURE THERAPEUTICS INC | GPCR | 951,154 | $26.6M | 1.56% |
| 24 | KYMERA THERAPEUTICS INC | KYMR | 450,374 | $25.5M | 1.49% |
| 25 | TENET HEALTHCARE CORP | THC | 125,000 | $25.4M | 1.48% |
| 26 | EVOLENT HEALTH INC | EVH | 2,950,000 | $25.0M | 1.46% |
| 27 | CARIS LIFE SCIENCES INC | CAI | 793,651 | $24.0M | 1.40% |
| 28 | CIDARA THERAPEUTICS INC | 171757206 | 249,402 | $23.9M | 1.40% |
| 29 | DEXCOM INC | DXCM | 316,900 | $21.3M | 1.25% |
| 30 | OMADA HEALTH INC | OMDA | 919,950 | $20.3M | 1.19% |
| 31 | CELLDEX THERAPEUTICS INC NEW | CLDX | 721,538 | $18.7M | 1.09% |
| 32 | VERA THERAPEUTICS INC | VERA | 617,396 | $17.9M | 1.05% |
| 33 | PHREESIA INC | PHR | 749,116 | $17.6M | 1.03% |
| 34 | TARSUS PHARMACEUTICALS INC | TARS | 288,344 | $17.1M | 1.00% |
| 35 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 595,929 | $16.9M | 0.99% |
| 36 | COMPASS THERAPEUTICS INC | CMPX | 4,474,702 | $15.7M | 0.92% |
| 37 | PHARVARIS N V | PHVS | 623,402 | $15.6M | 0.91% |
| 38 | AZENTA INC | AZTA | 540,400 | $15.5M | 0.91% |
| 39 | MINERALYS THERAPEUTICS INC | MLYS | 408,313 | $15.5M | 0.90% |
| 40 | AMICUS THERAPEUTICS INC | FOLD | 1,947,374 | $15.3M | 0.90% |
| 41 | SPDR SERIES TRUST | 78464A870 | 151,750 | $15.2M | 0.89% |
| 42 | ARCELLX INC | ACLX | 178,982 | $14.7M | 0.86% |
| 43 | SUMMIT THERAPEUTICS INC | SMMT | 710,000 | $14.7M | 0.86% |
| 44 | COGENT BIOSCIENCES INC | COGT | 1,008,308 | $14.5M | 0.85% |
| 45 | ENLIVEN THERAPEUTICS INC | ELVN | 686,107 | $14.0M | 0.82% |
| 46 | ZENAS BIOPHARMA INC | ZBIO | 580,677 | $12.9M | 0.75% |
| 47 | NEUROCRINE BIOSCIENCES INC | NBIX | 89,750 | $12.6M | 0.74% |
| 48 | ARDELYX INC | ARDX | 2,286,273 | $12.6M | 0.74% |
| 49 | DANAHER CORPORATION | 235851102 | 61,500 | $12.2M | 0.71% |
| 50 | LENZ THERAPEUTICS INC | LENZ | 236,227 | $11.0M | 0.64% |
| 51 | SOLENO THERAPEUTICS INC | SLNO | 154,528 | $10.4M | 0.61% |
| 52 | DYNE THERAPEUTICS INC | DYN | 824,061 | $10.4M | 0.61% |
| 53 | MEREO BIOPHARMA GROUP PLC | MREO | 4,570,649 | $9.4M | 0.55% |
| 54 | ACLARIS THERAPEUTICS INC | ACRS | 4,609,309 | $8.8M | 0.51% |
| 55 | GOSSAMER BIO INC | GOSS | 3,266,960 | $8.6M | 0.50% |
| 56 | HEARTFLOW INC | HTFL | 250,000 | $8.4M | 0.49% |
| 57 | INSPIRE MED SYS INC | 457730109 | 110,500 | $8.2M | 0.48% |
| 58 | AGILON HEALTH INC | AGL | 6,966,300 | $7.2M | 0.42% |
| 59 | EDWARDS LIFESCIENCES CORP | EW | 88,000 | $6.8M | 0.40% |
| 60 | AMYLYX PHARMACEUTICALS INC | AMLX | 499,764 | $6.8M | 0.40% |
| 61 | GOSSAMER BIO INC | GOSS | 9,573,000 | $6.7M | 0.39% |
| 62 | REGENERON PHARMACEUTICALS | REGN | 11,300 | $6.4M | 0.37% |
| 63 | BICARA THERAPEUTICS INC | BCAX | 370,666 | $5.9M | 0.34% |
| 64 | JANUX THERAPEUTICS INC | JANX | 210,366 | $5.1M | 0.30% |
| 65 | MBX BIOSCIENCES INC | MBX | 282,624 | $4.9M | 0.29% |
| 66 | THERMO FISHER SCIENTIFIC INC | TMO | 10,000 | $4.9M | 0.28% |
| 67 | BRIDGEBIO PHARMA INC | BBIO | 85,000 | $4.4M | 0.26% |
| 68 | ALPHATEC HLDGS INC | ATEC | 302,500 | $4.4M | 0.26% |
| 69 | ACADIA HEALTHCARE COMPANY IN | ACHC | 170,000 | $4.2M | 0.25% |
| 70 | OCULAR THERAPEUTIX INC | OCUL | 300,000 | $3.5M | 0.20% |
| 71 | TALPHERA INC | TLPH | 3,589,186 | $3.2M | 0.19% |
| 72 | ALKERMES PLC | ALKS | 106,537 | $3.2M | 0.19% |
| 73 | SIONNA THERAPEUTICS INC | SION | 99,429 | $2.9M | 0.17% |
| 74 | EDAP TMS S A | EDAP | 1,270,000 | $2.9M | 0.17% |
| 75 | JASPER THERAPEUTICS INC | JSPRW | 1,100,726 | $2.6M | 0.15% |
| 76 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 9,750 | $2.6M | 0.15% |
| 77 | APELLIS PHARMACEUTICALS INC | APLS | 92,000 | $2.1M | 0.12% |
| 78 | NEUROGENE INC | NGNE | 104,339 | $1.8M | 0.11% |
| 79 | KORRO BIO INC | KRRO | 35,719 | $1.7M | 0.10% |
| 80 | CENTESSA PHARMACEUTICALS PLC | CNTA | 69,240 | $1.7M | 0.10% |
| 81 | PERSPECTIVE THERAPEUTICS INC | CATX | 444,383 | $1.5M | 0.09% |
| 82 | APPLIED THERAPEUTICS INC | 03828A101 | 2,075,991 | $1.3M | 0.07% |
| 83 | MERSANA THERAPEUTICS INC | 59045L205 | 152,586 | $1.2M | 0.07% |
| 84 | IMMUNOVANT INC | IMVT | 72,965 | $1.2M | 0.07% |
| 85 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 31,600 | $898,704 | 0.05% |
| 86 | EYEPOINT PHARMACEUTICALS INC | EYPT | 31,655 | $450,767 | 0.03% |
| 87 | CHARLES RIV LABS INTL INC | 159864107 | 2,700 | $422,442 | 0.02% |
| 88 | VAXCYTE INC | PCVX | 11,100 | $399,822 | 0.02% |
| 89 | NOVAVAX INC | NVAX | 45,000 | $390,150 | 0.02% |
| 90 | PROTHENA CORP PLC | PRTA | 25,398 | $247,884 | 0.01% |
| 91 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 28,200 | $202,194 | 0.01% |
| 92 | NUVATION BIO INC | NUVB | 134,028 | $27,087 | 0.00% |
| 93 | COMPUGEN LTD | CGEN | 13,430 | $19,742 | 0.00% |