Rock Springs Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENLIVEN THERAPEUTICS INC | 798,405 | 826,500 | +28,095 | 12,295,437 | 32,398,800 | 1.91% | +20,103,363 |
| MINIMED GROUP INC(MMED) | 0 | 1,055,000 | +1,055,000 | 0 | 15,740,600 | 0.93% | +15,740,600 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 762,294 | 811,294 | +49,000 | 60,213,603 | 74,947,340 | 4.42% | +14,733,737 |
| ERASCA INC(ERAS) | 951,710 | 1,103,469 | +151,759 | 3,540,361 | 17,854,128 | 1.05% | +14,313,767 |
| REVOLUTION MEDICINES INC(RVMD) | 1,335,270 | 1,209,465 | -125,805 | 106,354,256 | 117,620,471 | 6.93% | +11,266,215 |
| XENON PHARMACEUTICALS INC(XENE) | 787,788 | 763,020 | -24,768 | 35,308,658 | 44,369,613 | 2.62% | +9,060,955 |
| ARCELLX INC COMMON STOCK | 169,859 | 169,859 | 0 | 11,074,807 | 19,503,210 | 1.15% | +8,428,403 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 139,618 | 170,999 | +31,381 | 81,305,146 | 89,512,847 | 5.28% | +8,207,701 |
| PTC THERAPEUTICS INC(PTCT) | 61,879 | 161,798 | +99,919 | 4,700,329 | 11,023,298 | 0.65% | +6,322,969 |
| INDIVIOR PHARMACEUTICALS INC(INDV) | 0 | 200,000 | +200,000 | 0 | 6,096,000 | 0.36% | +6,096,000 |
| CENTESSA PHARMACEUTICALS PLC | 324,015 | 351,828 | +27,813 | 8,103,615 | 13,974,608 | 0.82% | +5,870,993 |
| HEARTFLOW INC(HTFL) | 277,700 | 572,500 | +294,800 | 8,094,955 | 13,928,925 | 0.82% | +5,833,970 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 799,163 | 799,163 | 0 | 21,753,217 | 27,035,684 | 1.59% | +5,282,467 |
| STRYKER CORPORATION(SYK) | 0 | 14,800 | +14,800 | 0 | 4,863,132 | 0.29% | +4,863,132 |
| TANGO THERAPEUTICS INC(TNGX) | 386,915 | 386,915 | 0 | 3,428,067 | 8,094,262 | 0.48% | +4,666,195 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 733,477 | 739,816 | +6,339 | 32,309,662 | 36,369,355 | 2.14% | +4,059,693 |
| ACLARIS THERAPEUTICS INC | 4,453,741 | 4,472,650 | +18,909 | 13,405,760 | 16,772,438 | 0.99% | +3,366,678 |
| NOVO-NORDISK A S(NVO) | 0 | 90,000 | +90,000 | 0 | 3,307,500 | 0.19% | +3,307,500 |
| VIKING THERAPEUTICS INC(VKTX) | 0 | 96,000 | +96,000 | 0 | 3,123,840 | 0.18% | +3,123,840 |
| CENTURY THERAPEUTICS INC | 0 | 1,304,347 | +1,304,347 | 0 | 2,947,824 | 0.17% | +2,947,824 |
| CVS HEALTH CORP(CVS) | 0 | 40,000 | +40,000 | 0 | 2,872,800 | 0.17% | +2,872,800 |
| APELLIS PHARMACEUTICALS INC COM | 150,500 | 162,750 | +12,250 | 3,780,560 | 6,547,433 | 0.39% | +2,766,873 |
| KYMERA THERAPEUTICS INC(KYMR) | 496,871 | 496,871 | 0 | 38,661,533 | 41,384,386 | 2.44% | +2,722,853 |
| ALKERMES PLC(ALKS) | 139,228 | 183,986 | +44,758 | 3,895,599 | 6,505,745 | 0.38% | +2,610,146 |
| BICARA THERAPEUTICS INC | 429,095 | 489,095 | +60,000 | 7,221,669 | 9,728,100 | 0.57% | +2,506,431 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 26,757 | +26,757 | 0 | 2,245,447 | 0.13% | +2,245,447 |
| PENUMBRA INC(PEN) | 120,500 | 120,500 | 0 | 37,464,655 | 39,568,585 | 2.33% | +2,103,930 |
| AGILON HEALTH INC(AGL) | 0 | 260,000 | +260,000 | 0 | 2,056,600 | 0.12% | +2,056,600 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 125,500 | 150,450 | +24,950 | 17,799,665 | 19,820,283 | 1.17% | +2,020,618 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 692,538 | 650,270 | -42,268 | 18,809,332 | 20,626,564 | 1.22% | +1,817,232 |
| TERNS PHARMACEUTICALS INC | 108,481 | 113,748 | +5,267 | 4,382,632 | 5,996,795 | 0.35% | +1,614,163 |
| BRIDGEBIO PHARMA INC(BBIO) | 103,500 | 128,250 | +24,750 | 7,916,715 | 9,523,845 | 0.56% | +1,607,130 |
| VAXCYTE INC(PCVX) | 47,000 | 60,250 | +13,250 | 2,168,580 | 3,501,128 | 0.21% | +1,332,548 |
| SUMMIT THERAPEUTICS INC(SMMT) | 710,000 | 710,000 | 0 | 12,417,900 | 13,461,600 | 0.79% | +1,043,700 |
| ZAI LAB LTD(ZLAB) | 811,546 | 814,707 | +3,161 | 14,315,671 | 15,324,639 | 0.90% | +1,008,968 |
| ASCENDIS PHARMA A/S(ASND) | 203,500 | 194,000 | -9,500 | 43,394,340 | 44,373,620 | 2.62% | +979,280 |
| PHARVARIS N V COM | 623,402 | 645,533 | +22,131 | 17,299,406 | 18,236,307 | 1.07% | +936,901 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 499,764 | 499,764 | 0 | 6,037,149 | 6,946,720 | 0.41% | +909,571 |
| EDAP TMS S A | 1,286,500 | 1,378,000 | +91,500 | 4,232,585 | 5,126,160 | 0.30% | +893,575 |
| UNITEDHEALTH GROUP INC(UNH) | 40,800 | 53,000 | +12,200 | 13,468,488 | 14,341,270 | 0.85% | +872,782 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 1,750 | 5,750 | +4,000 | 297,500 | 1,087,038 | 0.06% | +789,538 |
| ROIVANT SCIENCES LTD(ROIV) | 88,750 | 97,000 | +8,250 | 1,925,875 | 2,686,900 | 0.16% | +761,025 |
| CYTOKINETICS INC(CYTK) | 35,853 | 45,364 | +9,511 | 2,278,100 | 2,989,941 | 0.18% | +711,841 |
| ARDELYX INC | 2,299,473 | 2,299,473 | 0 | 13,405,928 | 13,773,843 | 0.81% | +367,915 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 61,700 | 61,700 | 0 | 813,206 | 1,150,088 | 0.07% | +336,882 |
| CORCEPT THERAPEUTICS INC(CORT) | 50,250 | 50,250 | 0 | 1,748,700 | 2,025,578 | 0.12% | +276,878 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 4,123 | +4,123 | 0 | 202,233 | 0.01% | +202,233 |
| JANUX THERAPEUTICS INC(JANX) | 358,798 | 367,009 | +8,211 | 4,951,412 | 5,101,425 | 0.30% | +150,013 |
| IMMUNOME INC(IMNM) | 347,666 | 347,666 | 0 | 7,467,866 | 7,603,455 | 0.45% | +135,589 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 0 | 12,600 | +12,600 | 0 | 119,952 | 0.01% | +119,952 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 98,240 | 170,378 | +72,138 | 2,456,000 | 2,540,336 | 0.15% | +84,336 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 120,000 | 75,500 | -44,500 | 1,702,800 | 1,765,945 | 0.10% | +63,145 |
| REGENERON PHARMACEUTICALS(REGN) | 10,100 | 10,100 | 0 | 7,795,887 | 7,803,664 | 0.46% | +7,777 |
| LEGEND BIOTECH CORP(LEGN) | 33,800 | 40,500 | +6,700 | 734,812 | 732,645 | 0.04% | -2,167 |
| NUVATION BIO INC(NUVB) | 134,028 | 0 | -134,028 | 44,229 | 0 | — | -44,229 |
| NEUROGENE INC | 104,339 | 104,339 | 0 | 2,149,383 | 2,103,474 | 0.12% | -45,909 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 45,500 | 45,500 | 0 | 1,420,055 | 1,370,460 | 0.08% | -49,595 |
| SIONNA THERAPEUTICS INC(SION) | 99,429 | 99,429 | 0 | 4,090,509 | 3,986,109 | 0.23% | -104,400 |
| DYNE THERAPEUTICS INC(DYN) | 912,955 | 972,198 | +59,243 | 17,857,400 | 17,625,950 | 1.04% | -231,450 |
| MBX BIOSCIENCES INC(MBX) | 282,624 | 287,967 | +5,343 | 8,913,961 | 8,595,815 | 0.51% | -318,146 |
| ARCUS BIOSCIENCES INC(RCUS) | 180,000 | 180,000 | 0 | 4,289,400 | 3,888,000 | 0.23% | -401,400 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 557,194 | 588,794 | +31,600 | 19,546,366 | 18,847,296 | 1.11% | -699,070 |
| DEXCOM INC(DXCM) | 347,300 | 355,600 | +8,300 | 23,050,301 | 22,331,680 | 1.32% | -718,621 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 10,000 | 10,000 | 0 | 5,794,500 | 4,915,300 | 0.29% | -879,200 |
| OCULAR THERAPEUTIX INC(OCUL) | 345,820 | 383,716 | +37,896 | 4,198,255 | 3,250,075 | 0.19% | -948,180 |
| JASPER THERAPEUTICS INC | 1,100,726 | 1,100,726 | 0 | 2,014,329 | 964,456 | 0.06% | -1,049,873 |
| NEWAMSTERDAM PHARMA COMPANY(Call) ORDINARY SHARES | 31,600 | 0 | -31,600 | 1,108,528 | 0 | — | -1,108,528 |
| TENET HEALTHCARE CORP(THC) | 125,000 | 125,000 | 0 | 24,840,000 | 23,588,750 | 1.39% | -1,251,250 |
| EYEPOINT INC(EYPT) | 258,739 | 258,739 | 0 | 4,727,162 | 3,335,146 | 0.20% | -1,392,016 |
| TALPHERA INC | 3,589,186 | 3,589,186 | 0 | 4,091,672 | 2,680,763 | 0.16% | -1,410,909 |
| LENZ THERAPEUTICS INC | 257,460 | 257,460 | 0 | 4,119,360 | 2,355,759 | 0.14% | -1,763,601 |
| SURGERY PARTNERS INC(SGRY) | 310,000 | 208,000 | -102,000 | 4,789,500 | 2,479,360 | 0.15% | -2,310,140 |
| DANAHER CORP DEL(DHR) | 61,500 | 61,500 | 0 | 14,078,580 | 11,660,400 | 0.69% | -2,418,180 |
| ALPHATEC HLDGS INC(ATEC) | 302,500 | 350,000 | +47,500 | 6,364,600 | 3,808,000 | 0.22% | -2,556,600 |
| SOLENO THERAPEUTICS INC | 247,053 | 257,253 | +10,200 | 11,438,554 | 8,612,830 | 0.51% | -2,825,724 |
| COMPASS THERAPEUTICS INC | 3,927,202 | 3,305,308 | -621,894 | 21,089,075 | 17,485,079 | 1.03% | -3,603,996 |
| MINERALYS THERAPEUTICS INC(MLYS) | 427,596 | 439,751 | +12,155 | 15,517,459 | 11,912,855 | 0.70% | -3,604,604 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 1,267,241 | 1,218,773 | -48,468 | 29,146,543 | 25,533,294 | 1.50% | -3,613,249 |
| INDIVIOR PLC | 105,100 | 0 | -105,100 | 3,770,988 | 0 | — | -3,770,988 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 71,250 | 74,000 | +2,750 | 28,332,563 | 24,484,380 | 1.44% | -3,848,183 |
| THERAVANCE BIOPHARMA INC(TBPH) | 208,771 | 0 | -208,771 | 3,906,105 | 0 | — | -3,906,105 |
| INSMED INC(INSM) | 319,250 | 314,300 | -4,950 | 55,562,270 | 51,394,336 | 3.03% | -4,167,934 |
| MERSANA THERAPEUTICS INC | 152,586 | 0 | -152,586 | 4,414,313 | 0 | — | -4,414,313 |
| AGILON HEALTH INC(AGL) | 6,500,000 | 0 | -6,500,000 | 4,476,550 | 0 | — | -4,476,550 |
| EVOLENT HEALTH INC | 2,675,000 | 2,675,000 | 0 | 10,700,000 | 6,099,000 | 0.36% | -4,601,000 |
| EDWARDS LIFESCIENCES CORP | 82,500 | 28,900 | -53,600 | 7,033,125 | 2,314,312 | 0.14% | -4,718,813 |
| OMADA HEALTH INC(OMDA) | 740,000 | 541,000 | -199,000 | 11,677,200 | 6,800,370 | 0.40% | -4,876,830 |
| INSPIRE MED SYS INC(INSP) | 131,000 | 131,800 | +800 | 12,082,130 | 6,798,244 | 0.40% | -5,283,886 |
| TARSUS PHARMACEUTICALS INC(TARS) | 260,344 | 225,179 | -35,165 | 21,316,967 | 15,796,307 | 0.93% | -5,520,660 |
| BOSTON SCIENTIFIC CORP(BSX) | 399,050 | 515,300 | +116,250 | 38,049,418 | 32,335,075 | 1.91% | -5,714,343 |
| COGENT BIOSCIENCES INC(COGT) | 849,030 | 624,155 | -224,875 | 30,157,546 | 24,023,726 | 1.42% | -6,133,820 |
| GOSSAMER BIO INC | 0 | 0 | 0 | 6,559,037 | 0 | — | -6,559,037 |
| AZENTA INC(AZTA) | 569,100 | 569,100 | 0 | 18,928,266 | 12,025,083 | 0.71% | -6,903,183 |
| RAPT THERAPEUTICS INC | 213,731 | 0 | -213,731 | 7,239,069 | 0 | — | -7,239,069 |
| ZENAS BIOPHARMA INC(ZBIO) | 502,077 | 502,077 | 0 | 18,230,416 | 9,815,605 | 0.58% | -8,414,811 |
| CARIS LIFE SCIENCES INC(CAI) | 687,500 | 563,000 | -124,500 | 18,548,750 | 10,066,440 | 0.59% | -8,482,310 |
| VERA THERAPEUTICS INC(VERA) | 568,579 | 503,585 | -64,994 | 28,792,841 | 20,259,225 | 1.19% | -8,533,616 |
| INTUITIVE SURGICAL INC | 82,000 | 82,000 | 0 | 46,441,520 | 37,801,180 | 2.23% | -8,640,340 |
| GOSSAMER BIO INC | 3,266,960 | 1,609,492 | -1,657,468 | 10,127,576 | 528,718 | 0.03% | -9,598,858 |
| PHREESIA INC | 876,600 | 600,400 | -276,200 | 14,832,072 | 5,031,352 | 0.30% | -9,800,720 |