Rock Springs Capital Management LP 13F Holdings · Q2 2026
Rock Springs Capital Management LP reported 104 securities worth $2.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RVMD (10.10%), TVTX (6.04%), LLY (5.78%). Among its top 25 positions this quarter: 1 new, 10 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $207.0M | 10.10% | 1.1M | Trimmed |
| 2 | TVTX | TRAVERE THERAPEUTICS INC | $123.8M | 6.04% | 2.2M | Added |
| 3 | LLY | ELI LILLY & CO | $118.4M | 5.78% | 98,700 | Hold |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | $94.0M | 4.59% | 174,999 | Added |
| 5 | MIRM | MIRUM PHARMACEUTICALS INC | $93.4M | 4.56% | 798,145 | Trimmed |
| 6 | RYTM | RHYTHM PHARMACEUTICALS INC | $76.9M | 3.75% | 692,598 | Added |
| 7 | KYMR | KYMERA THERAPEUTICS INC | $52.0M | 2.54% | 453,156 | Trimmed |
| 8 | ARGX | ARGENX SE | $48.9M | 2.39% | 52,750 | Trimmed |
| 9 | ASND | ASCENDIS PHARMA A/S | $45.0M | 2.20% | 168,750 | New |
| 10 | XENE | XENON PHARMACEUTICALS INC | $41.3M | 2.01% | 683,907 | Trimmed |
| 11 | SRRK | SCHOLAR ROCK HLDG CORP | $39.3M | 1.92% | 715,452 | Trimmed |
| 12 | INSM | INSMED INC | $38.6M | 1.88% | 362,150 | Added |
| 13 | PEN | PENUMBRA INC | $36.5M | 1.78% | 115,750 | Trimmed |
| 14 | GPCR | STRUCTURE THERAPEUTICS INC | $34.4M | 1.68% | 640,317 | Added |
| 15 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $32.3M | 1.58% | 967,855 | Trimmed |
| 16 | IRTC | IRHYTHM HOLDINGS INC | $32.1M | 1.57% | 269,650 | Added |
| 17 | ISRG | INTUITIVE SURGICAL INC | $30.4M | 1.48% | 76,460 | Trimmed |
| 18 | AGL | AGILON HEALTH INC | $28.1M | 1.37% | 262,600 | Added |
| 19 | UNH | UNITEDHEALTH GROUP INC | $26.5M | 1.29% | 63,750 | Added |
| 20 | CLDX | CELLDEX THERAPEUTICS INC NEW | $26.0M | 1.27% | 699,146 | Added |
| 21 | ERAS | ERASCA INC | $25.7M | 1.25% | 1.4M | Added |
| 22 | NBIX | NEUROCRINE BIOSCIENCES INC | $24.4M | 1.19% | 144,750 | Trimmed |
| 23 | ELVN | ENLIVEN THERAPEUTICS INC | $23.6M | 1.15% | 464,625 | Trimmed |
| 24 | THC | TENET HEALTHCARE CORP | $23.4M | 1.14% | 125,000 | Hold |
| 25 | DXCM | DEXCOM INC | $23.1M | 1.13% | 343,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR