Rock Springs Capital Management LP 13F 持仓 · 2026年Q2
Rock Springs Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 20.49 亿美元。前几大持仓：RVMD（10.10%）、TVTX（6.04%）、LLY（5.78%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $207.0M | 10.10% | 1.1M | 减持 |
| 2 | TVTX | TRAVERE THERAPEUTICS INC | $123.8M | 6.04% | 2.2M | 增持 |
| 3 | LLY | ELI LILLY & CO | $118.4M | 5.78% | 98,700 | 持平 |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | $94.0M | 4.59% | 174,999 | 增持 |
| 5 | MIRM | MIRUM PHARMACEUTICALS INC | $93.4M | 4.56% | 798,145 | 减持 |
| 6 | RYTM | RHYTHM PHARMACEUTICALS INC | $76.9M | 3.75% | 692,598 | 增持 |
| 7 | KYMR | KYMERA THERAPEUTICS INC | $52.0M | 2.54% | 453,156 | 减持 |
| 8 | ARGX | ARGENX SE | $48.9M | 2.39% | 52,750 | 减持 |
| 9 | ASND | ASCENDIS PHARMA A/S | $45.0M | 2.20% | 168,750 | 新建仓 |
| 10 | XENE | XENON PHARMACEUTICALS INC | $41.3M | 2.01% | 683,907 | 减持 |
| 11 | SRRK | SCHOLAR ROCK HLDG CORP | $39.3M | 1.92% | 715,452 | 减持 |
| 12 | INSM | INSMED INC | $38.6M | 1.88% | 362,150 | 增持 |
| 13 | PEN | PENUMBRA INC | $36.5M | 1.78% | 115,750 | 减持 |
| 14 | GPCR | STRUCTURE THERAPEUTICS INC | $34.4M | 1.68% | 640,317 | 增持 |
| 15 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $32.3M | 1.58% | 967,855 | 减持 |
| 16 | IRTC | IRHYTHM HOLDINGS INC | $32.1M | 1.57% | 269,650 | 增持 |
| 17 | ISRG | INTUITIVE SURGICAL INC | $30.4M | 1.48% | 76,460 | 减持 |
| 18 | AGL | AGILON HEALTH INC | $28.1M | 1.37% | 262,600 | 增持 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $26.5M | 1.29% | 63,750 | 增持 |
| 20 | CLDX | CELLDEX THERAPEUTICS INC NEW | $26.0M | 1.27% | 699,146 | 增持 |
| 21 | ERAS | ERASCA INC | $25.7M | 1.25% | 1.4M | 增持 |
| 22 | NBIX | NEUROCRINE BIOSCIENCES INC | $24.4M | 1.19% | 144,750 | 减持 |
| 23 | ELVN | ENLIVEN THERAPEUTICS INC | $23.6M | 1.15% | 464,625 | 减持 |
| 24 | THC | TENET HEALTHCARE CORP | $23.4M | 1.14% | 125,000 | 持平 |
| 25 | DXCM | DEXCOM INC | $23.1M | 1.13% | 343,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR