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Rock Springs Capital Management LP

CIK 1595725 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Rock Springs Capital Management LP reported 104 US-listed holdings worth $2.05 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (10.1%), Travere Therapeutics Inc. (6.0%) and Eli Lilly & Co. (5.8%). Against the quarter before, it opened 17 positions, added to 39, trimmed 30 and sold out of 13.

Reported holdings$2.05B+20.8% on Q1 2026
Positions104+4 on Q1 2026
The largest ten44.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
RVMD10.1%TVTX6.0%LLY5.8%MDGL4.6%MIRM4.6%RYTM3.8%KYMR2.5%ARGX2.4%ASND2.2%XENE2.0%SRRK1.9%INSM1.9%PENGPCR90 more48.8%

The 14 largest of its 104 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $3.07 billion in 107 positions$3.07BQ3 24Q4 2024: $2.62 billion in 105 positions$2.62BQ4 24Q1 2025: $1.74 billion in 95 positions$1.74BQ1 25Q2 2025: $1.60 billion in 92 positions$1.60BQ2 25Q3 2025: $1.70 billion in 91 positions$1.70BQ3 25Q4 2025: $1.94 billion in 97 positions$1.94BQ4 25Q1 2026: $1.70 billion in 100 positions$1.70BQ1 26Q2 2026: $2.05 billion in 104 positions$2.05BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 17Added 39Held 18Trimmed 30Sold out 13
Opened: 17Added: 39Held: 18Trimmed: 30Sold out: 13

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 17

  1. Ascendis Pharma A/s ASND$45.0 million
  2. Avalyn Pharma Inc. AVLN$21.8 million
  3. Hemab Therapeutics Hldgs Inc. COAG$21.1 million
  4. Parabilis Medicines Inc. Com PBLS$15.8 million
  5. Omeros Corp. OMER$6.8 million
  6. Definium Therapeutics Inc. DFTX$6.7 million
  7. Mobia Med Inc. MOBI$5.6 million
  8. Trevi Therapeutics Inc. TRVI$4.8 million

and 9 more in the table below

Added to 39

  1. Travere Therapeutics Inc. TVTX+701,115 shares · +47%
  2. Cytokinetics Inc. CYTK+142,616 shares · +314%
  3. Minimed Group Inc. MMED+465,000 shares · +44%
  4. Erasca Inc. ERAS+298,681 shares · +27%
  5. Insmed Inc. INSM+47,850 shares · +15%
  6. Inspire Medical Systems, Inc. INSP+112,200 shares · +85%
  7. Stryker Corp. SYK+14,200 shares · +96%
  8. UnitedHealth Group Inc. UNH+10,750 shares · +20%

and 31 more in the table below

Trimmed 30

  1. argenx SE ARGX-45,750 shares · -46%
  2. Revolution Medicines, Inc. RVMD-104,255 shares · -9%
  3. Enliven Therapeutics Inc. ELVN-361,875 shares · -44%
  4. Agios Pharmaceuticals Inc. AGIO-266,600 shares · -33%
  5. Ultragenyx Pharmaceutical in RARE-250,918 shares · -21%
  6. Kymera Therapeutics Inc. KYMR-43,715 shares · -9%
  7. Xenon Pharmaceuticals Inc. XENE-79,113 shares · -10%
  8. Azenta, Inc. AZTA-166,100 shares · -29%

and 22 more in the table below

Sold out of 13

  1. Ascendis Pharma A/s ASND$44.4 million last quarter
  2. Arcellx Inc. ACLX$19.5 million last quarter
  3. Centessa Pharmaceuticals PLC CNTA$14.0 million last quarter
  4. Soleno Therapeutics Inc. SLNO$8.6 million last quarter
  5. Regeneron Pharmaceuticals, Inc. REGN$7.8 million last quarter
  6. Apellis Pharmaceuticals Inc. APLS$6.5 million last quarter
  7. Terns Pharmaceuticals Inc. TERN$6.0 million last quarter
  8. SPDR Ser Trust XBI$3.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Revolution Medicines, Inc. RVMD1,105,210$207.0 million10.10%-104,255
Travere Therapeutics Inc. TVTX2,179,069$123.8 million6.04%+701,115
Eli Lilly & Co. LLY98,700$118.4 million5.78%no change
Madrigal Pharmaceuticals Inc. MDGL174,999$94.0 million4.59%+4,000
Mirum Pharmaceuticals Inc. MIRM798,145$93.4 million4.56%-13,149
Rhythm Pharmaceuticals Inc. RYTM692,598$76.9 million3.75%+2,850
Kymera Therapeutics Inc. KYMR453,156$52.0 million2.54%-43,715
argenx SE ARGX52,750$48.9 million2.39%-45,750
Ascendis Pharma A/s ASND168,750$45.0 million2.20%new
Xenon Pharmaceuticals Inc. XENE683,907$41.3 million2.01%-79,113
Scholar Rock Holding Corporation SRRK715,452$39.3 million1.92%-24,364
Insmed Inc. INSM362,150$38.6 million1.88%+47,850
Penumbra Inc. PEN115,750$36.5 million1.78%-4,750
Structure Therapeutics Inc. GPCR640,317$34.4 million1.68%+100
Ultragenyx Pharmaceutical in RARE967,855$32.3 million1.58%-250,918
Irhythm Technologies Inc. IRTC269,650$32.1 million1.57%+7,900
Intuitive Surgical Inc. ISRG76,460$30.4 million1.48%-5,540
Agilon Health Inc. Com New AGL262,600$28.1 million1.37%+2,600
UnitedHealth Group Inc. UNH63,750$26.5 million1.29%+10,750
Celldex Therapeutics Inc. CLDX699,146$26.0 million1.27%+48,876
Erasca Inc. ERAS1,402,150$25.7 million1.25%+298,681
Neurocrine Biosciences Inc. NBIX144,750$24.4 million1.19%-5,700
Enliven Therapeutics Inc. ELVN464,625$23.6 million1.15%-361,875
Tenet Healthcare Corp. THC125,000$23.4 million1.14%no change
Dexcom Inc. DXCM343,000$23.1 million1.13%-12,600
Aclaris Therapeutics Inc. ACRS4,330,532$22.9 million1.12%-142,118
Minimed Group Inc. MMED1,520,000$22.7 million1.11%+465,000
Boston Scientific Corp. BSX528,500$22.6 million1.10%+13,200
Pharvaris N V PHVS648,333$22.4 million1.09%+2,800
Avalyn Pharma Inc. AVLN662,918$21.8 million1.07%new
Hemab Therapeutics Hldgs Inc. COAG575,432$21.1 million1.03%new
Dyne Therapeutics Inc. DYN942,154$20.9 million1.02%-30,044
Alnylam Pharmaceuticals Inc ALNY66,750$20.1 million0.98%-7,250
Cogent Biosciences Inc. COGT515,917$20.0 million0.97%-108,238
Agios Pharmaceuticals Inc. AGIO532,563$19.8 million0.96%-266,600
Newamsterdam Pharma Company NAMS582,744$19.7 million0.96%-6,050
Vera Therapeutics Inc. VERA427,584$18.3 million0.90%-76,001
Tarsus Pharmaceuticals Inc. TARS277,087$17.4 million0.85%+51,908
Heartflow Inc. HTFL573,500$16.8 million0.82%+1,000
MBX Biosciences Inc. MBX298,218$16.5 million0.80%+10,251
Cytokinetics Inc. CYTK187,980$16.0 million0.78%+142,616
Bicara Therapeutics Inc. BCAX535,286$15.9 million0.78%+46,191
Parabilis Medicines Inc. Com PBLS578,028$15.8 million0.77%new
Zai Lab Limited ZLAB814,707$15.5 million0.76%no change
Danaher Corp. DHR76,300$14.5 million0.71%+14,800
Tango Therapeutics Inc. TNGX456,551$14.3 million0.70%+69,636
Evolent Health Inc. EVH2,500,000$13.6 million0.66%-175,000
PTC Therapeutics, Inc. PTCT162,298$13.2 million0.65%+500
Mineralys Therapeutics Inc. MLYS484,951$13.1 million0.64%+45,200
Zenas Biopharma Inc. ZBIO502,077$12.7 million0.62%no change
Ardelyx Inc. ARDX2,241,769$11.4 million0.56%-57,704
Inspire Medical Systems, Inc. INSP244,000$10.9 million0.53%+112,200
Bridgebio Pharma Inc. BBIO144,750$10.8 million0.53%+16,500
Alkermes plc. ALKS199,811$10.5 million0.51%+15,825
Summit Therapeutics Inc. SMMT715,000$10.4 million0.51%+5,000
Azenta, Inc. AZTA403,000$10.3 million0.50%-166,100
Indivior Pharmaceuticals, Inc. INDV245,500$10.1 million0.49%+45,500
Stryker Corp. SYK29,000$9.1 million0.45%+14,200
Amylyx Pharmaceuticals Inc. AMLX499,764$9.0 million0.44%no change
Caris Life Sciences Inc. CAI487,500$8.7 million0.42%-75,500
Omada Health Inc. OMDA373,000$8.2 million0.40%-168,000
Compass Therapeutics Inc. CMPX3,524,929$7.7 million0.38%+219,621
Immunome Inc. IMNM347,666$7.4 million0.36%no change
Edap TMS S A FOCL1,386,000$7.2 million0.35%+8,000
Phreesia Inc. PHR696,900$7.2 million0.35%+96,500
Omeros Corp. OMER718,499$6.8 million0.33%new
Definium Therapeutics Inc. DFTX143,187$6.7 million0.33%new
Corcept Therapeutics Inc. CORT72,000$6.3 million0.31%+21,750
Janux Therapeutics Inc. JANX367,009$5.6 million0.28%no change
Mobia Med Inc. MOBI418,200$5.6 million0.27%new
Arcus Biosciences, Inc. RCUS180,000$5.5 million0.27%no change
Thermo Fisher Scientific Inc. TMO10,000$5.0 million0.24%no change
Trevi Therapeutics Inc. TRVI260,000$4.8 million0.24%new
Sionna Therapeutics Inc SION99,429$4.4 million0.21%no change
CVS Health Corp. CVS40,000$4.1 million0.20%no change
Eyepoint Pharmaceuticals Inc. EYPT268,519$3.8 million0.19%+9,780
Ocular Therapeutix Inc. OCUL383,716$3.8 million0.18%no change
Spyre Therapeutics Inc. SYRE42,254$3.8 million0.18%new
Talphera Inc. TLPH3,589,186$3.7 million0.18%no change
Roivant Sciences Ltd. ROIV101,000$3.6 million0.17%+4,000
Vaxcyte Inc. PCVX60,250$3.5 million0.17%no change
Neurogene Inc. NGNE106,750$3.4 million0.16%+2,411
Century Therapeutics Inc. IPSC1,304,347$3.2 million0.16%no change
Alphatec Hldgs Inc. ATEC360,000$3.1 million0.15%+10,000
Novo Nordisk A/S NVO63,500$3.0 million0.15%-26,500
Olema Pharmaceuticals Inc. OLMA235,178$2.9 million0.14%+64,800
Nervgen Pharma Corp. NGEN1,208,231$2.5 million0.12%new
Medtronic plc MDT30,900$2.4 million0.12%new
Teva Pharmaceutical Industries Ltd. TEVA59,000$2.0 million0.10%+13,500
Dianthus Therapeutics Inc. DNTH20,326$2.0 million0.10%-6,431
Sagimet Biosciences Inc. SGMT250,000$1.9 million0.09%new
Capricor Therapeutics Inc. CAPR74,448$1.8 million0.09%new
Lenz Therapeutics Inc. LENZ257,460$1.5 million0.07%no change
Altimmune, Inc. (alt) ALT471,465$1.4 million0.07%new
Kailera Therapeutics Inc. KLRA65,000$1.4 million0.07%new
Surgery Partners Inc. SGRY84,000$1.4 million0.07%-124,000
Axsome Therapeutics Inc. AXSM5,500$1.3 million0.07%new
Oruka Therapeutics Inc. ORKA12,051$1.1 million0.06%+7,928
Viking Therapeutics Inc. VKTX25,500$994,7550.05%-70,500
Legend Biotech Corp. LEGN33,500$967,4800.05%-7,000
Glaukos Corp. GKOS4,750$663,8600.03%new
Jasper Therapeutics Inc. JSPR1,100,726$463,4060.02%no change
Biocryst Pharmaceuticals Inc. BCRX22,124$221,2400.01%+9,524
Moonlake Immunotherapeutics MLTX10,696$208,2510.01%-51,004
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 13 it sold out of are in the box above.