Q1 2025 · 13F-HR
Rock Springs Capital Management LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-001953
$1.75B
Reported value
96
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04016X101 | ARGX | ARGENX SE | $104.0M | 5.95% | 175,750 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $93.7M | 5.36% | 113,500 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $89.2M | 5.10% | 1,007,569 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $55.2M | 3.16% | 166,698 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $52.6M | 3.01% | 100,500 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $52.3M | 3.00% | 2,921,196 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $50.5M | 2.89% | 102,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $50.5M | 2.89% | 1,394,434 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $45.7M | 2.62% | 171,000 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $45.3M | 2.59% | 1,281,640 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $44.2M | 2.53% | 834,188 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $42.9M | 2.45% | 951,765 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $41.3M | 2.36% | 980,751 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $39.4M | 2.25% | 515,900 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $38.7M | 2.21% | 143,250 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $33.7M | 1.93% | 216,000 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $32.7M | 1.87% | 904,592 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $31.3M | 1.79% | 931,681 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $30.9M | 1.77% | 279,000 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $30.3M | 1.73% | 427,532 | Common | SOLE |
| 00857U107 | — | AGILON HEALTH INC | $30.1M | 1.72% | 6,950,000 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $29.4M | 1.68% | 1,148,336 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $27.9M | 1.60% | 277,000 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $27.2M | 1.56% | 672,759 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $27.2M | 1.55% | 397,650 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $26.6M | 1.52% | 254,300 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $25.5M | 1.46% | 2,695,700 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $24.5M | 1.40% | 761,541 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $21.7M | 1.24% | 794,437 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $20.8M | 1.19% | 480,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $20.7M | 1.18% | 681,100 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $19.6M | 1.12% | 1,132,979 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $19.2M | 1.10% | 995,000 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $18.5M | 1.06% | 255,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $18.2M | 1.04% | 354,376 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $17.5M | 1.00% | 130,000 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $17.4M | 1.00% | 512,932 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $16.7M | 0.95% | 975,803 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $16.5M | 0.94% | 475,000 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $15.8M | 0.90% | 99,250 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $15.6M | 0.89% | 1,909,362 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $15.2M | 0.87% | 835,000 | Common | SOLE |
| 589492107 | MREO | MEREO BIOPHARMA GROUP PLC | $15.0M | 0.86% | 6,684,247 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $14.7M | 0.84% | 812,653 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $13.8M | 0.79% | 1,050,000 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $13.5M | 0.77% | 60,250 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $12.5M | 0.72% | 520,796 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $12.1M | 0.69% | 58,800 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $11.0M | 0.63% | 536,111 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $10.2M | 0.58% | 159,300 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $10.0M | 0.57% | 342,180 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $9.8M | 0.56% | 623,402 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $9.4M | 0.54% | 4,962,955 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $9.2M | 0.52% | 465,871 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $8.9M | 0.51% | 124,095 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $7.9M | 0.45% | 1,604,975 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $7.7M | 0.44% | 5,046,309 | Common | SOLE |
| 98937L105 | ZBIO | ZENAS BIOPHARMA INC | $6.9M | 0.40% | 878,667 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $6.1M | 0.35% | 844,441 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $6.1M | 0.35% | 492,601 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $5.5M | 0.32% | 204,466 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $5.5M | 0.31% | 524,499 | Common | SOLE |
| 38341PAA0 | GOSS 5 06/01/27 | GOSSAMER BIO INC | $5.3M | 0.30% | 9,573,000 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $5.1M | 0.29% | 320,813 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $4.9M | 0.28% | 644,633 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $4.7M | 0.27% | 800,494 | Common | SOLE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $4.4M | 0.25% | 336,070 | Common | SOLE |
| 670002401 | NVAX | NOVAVAX INC | $4.2M | 0.24% | 650,000 | Common | SOLE |
| G52441105 | KMTS | KESTRA MED TECHNOLOGIES LTD | $3.6M | 0.21% | 145,000 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $3.6M | 0.21% | 3,266,960 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $3.4M | 0.19% | 503,700 | Common | SOLE |
| 45790W108 | — | INOZYME PHARMA INC | $3.1M | 0.18% | 3,445,299 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $2.9M | 0.17% | 150,020 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $2.7M | 0.16% | 267,500 | Common | SOLE |
| 786700104 | SGMT | SAGIMET BIOSCIENCES INC | $2.6M | 0.15% | 787,808 | Common | SOLE |
| 268311107 | EDAP | EDAP TMS S A | $2.5M | 0.14% | 1,270,000 | Common | SOLE |
| 471871202 | JSPR | JASPER THERAPEUTICS INC | $2.3M | 0.13% | 545,171 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $2.1M | 0.12% | 83,082 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $1.8M | 0.10% | 2,800 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $1.7M | 0.10% | 80,000 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $1.7M | 0.10% | 222,011 | Common | SOLE |
| 556099109 | MGNX | MACROGENICS INC | $1.5M | 0.08% | 1,145,214 | Common | SOLE |
| M25722105 | CGEN | COMPUGEN LTD | $1.4M | 0.08% | 989,990 | Common | SOLE |
| 59045L106 | — | MERSANA THERAPEUTICS INC | $1.3M | 0.08% | 3,814,684 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $1.2M | 0.07% | 104,339 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $1.2M | 0.07% | 343,228 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $1.0M | 0.06% | 99,429 | Common | SOLE |
| 03828A101 | APLT | APPLIED THERAPEUTICS INC | $1.0M | 0.06% | 2,074,891 | Common | SOLE |
| 46489V302 | CATX | PERSPECTIVE THERAPEUTICS INC | $946,536 | 0.05% | 444,383 | Common | SOLE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $840,085 | 0.05% | 471,958 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $796,495 | 0.05% | 589,996 | Common | SOLE |
| 85209E109 | — | SPRUCE BIOSCIENCES INC | $756,907 | 0.04% | 2,609,125 | Common | SOLE |
| 500946108 | KRRO | KORRO BIO INC | $621,868 | 0.04% | 35,719 | Common | SOLE |
| 00653A107 | ADAPY | ADAPTIMMUNE THERAPEUTICS PLC | $489,243 | 0.03% | 2,483,468 | Common | SOLE |
| 00444T209 | TLPH | TALPHERA INC | $156,648 | 0.01% | 316,460 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $31,999 | 0.00% | 134,028 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.