Rock Springs Capital Management Lp Top Holdings and 13F Report (2024) About Rock Springs Capital Management LpInvestment ActivityRock Springs Capital Management Lp has $3.07 billion in total holdings as of September 30, 2024.Rock Springs Capital Management Lp owns shares of 109 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 18.37% of the portfolio was sold this quarter.This quarter, Rock Springs Capital Management Lp has purchased 110 new stocks and bought additional shares in 33 stocks.Rock Springs Capital Management Lp sold shares of 31 stocks and completely divested from 7 stocks this quarter.Largest Holdings UnitedHealth Group $172,042,090Intuitive Surgical $132,642,900argenx $126,575,680Eli Lilly and Company $125,803,480Ultragenyx Pharmaceutical $109,893,010 Largest New Holdings this Quarter Summit Therapeutics $22,776,000 HoldingZENAS BIOPHARMA INC $14,867,046 HoldingBICARA THERAPEUTICS INC $11,358,983 HoldingCytokinetics $10,882,502 HoldingXencor $8,064,371 Holding Largest Purchases this Quarter Summit Therapeutics 1,040,000 shares (about $22.78M)Eli Lilly and Company 20,500 shares (about $18.16M)Nuvalent 174,005 shares (about $17.80M)ZENAS BIOPHARMA INC 878,667 shares (about $14.87M)BICARA THERAPEUTICS INC 445,975 shares (about $11.36M) Largest Sales this Quarter Blueprint Medicines 1,748,641 shares (about $161.75M)Evolent Health 2,007,500 shares (about $56.77M)Boston Scientific 357,500 shares (about $29.96M)Acadia Healthcare 362,500 shares (about $22.99M)Agios Pharmaceuticals 344,872 shares (about $15.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRock Springs Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$172,042,090$11,255,090 ▲7.0%294,2505.6%MedicalISRGIntuitive Surgical$132,642,900$14,001,195 ▼-9.5%270,0004.3%MedicalARGXargenx$126,575,680$2,303,840 ▲1.9%233,5004.1%MedicalLLYEli Lilly and Company$125,803,480$18,161,770 ▲16.9%142,0004.1%MedicalRAREUltragenyx Pharmaceutical$109,893,010$3,010,810 ▲2.8%1,978,2723.6%MedicalNBIXNeurocrine Biosciences$108,191,580$115,220 ▼-0.1%939,0003.5%MedicalEXASExact Sciences$78,167,700$4,495,920 ▲6.1%1,147,5002.5%MedicalBPMCBlueprint Medicines$71,111,780$161,749,293 ▼-69.5%768,7762.3%MedicalALNYAlnylam Pharmaceuticals$68,757,5000.0%250,0002.2%MedicalTVTXTravere Therapeutics$65,535,819$2,828,932 ▲4.5%4,684,4762.1%MedicalRYTMRhythm Pharmaceuticals$64,339,792$2,745,236 ▼-4.1%1,228,0932.1%MedicalMIRMMirum Pharmaceuticals$61,639,032$7,470,450 ▼-10.8%1,580,4882.0%MedicalFRPTFreshpet$61,067,805$4,581,795 ▼-7.0%446,5002.0%Consumer StaplesEVHEvolent Health$58,539,600$56,772,100 ▼-49.2%2,070,0001.9%Computer and TechnologyMDGLMadrigal Pharmaceuticals$55,827,018$3,727,220 ▲7.2%263,0621.8%MedicalPHRPhreesia$52,018,175$3,076,650 ▼-5.6%2,282,5001.7%MedicalXENEXenon Pharmaceuticals$51,829,699$1,716,532 ▲3.4%1,316,4771.7%MedicalACHCAcadia Healthcare$51,679,150$22,986,125 ▼-30.8%815,0001.7%MedicalPENPenumbra$51,492,1500.0%265,0001.7%MedicalWSTWest Pharmaceutical Services$50,351,840$6,678,560 ▲15.3%167,7501.6%MedicalINSMInsmed$49,884,112$9,125,876 ▼-15.5%683,3441.6%MedicalKYMRKymera Therapeutics$49,667,439$5,423,403 ▼-9.8%1,049,3861.6%MedicalASNDAscendis Pharma A/S$48,525,750$5,225,850 ▲12.1%325,0001.6%MedicalHUMHumana$46,877,520$187,510 ▲0.4%148,0001.5%MedicalGPCRStructure Therapeutics$46,695,010$68,117 ▼-0.1%1,063,9101.5%MedicalRVMDRevolution Medicines$45,801,006$3,027,113 ▲7.1%1,009,9451.5%MedicalMRUSMerus$44,591,748$5,421,859 ▼-10.8%892,5491.5%MedicalNUVLNuvalent$43,988,386$17,800,711 ▲68.0%429,9941.4%MedicalMREOMereo BioPharma Group$39,185,439$1,030,287 ▲2.7%9,534,1701.3%MedicalBSXBoston Scientific$38,548,000$29,958,500 ▼-43.7%460,0001.3%MedicalSRPTSarepta Therapeutics$38,403,675$2,934,915 ▲8.3%307,5001.2%MedicalEWEdwards Lifesciences$38,069,631$1,775,131 ▲4.9%576,9001.2%MedicalCLDXCelldex Therapeutics$37,517,414$10,034,392 ▼-21.1%1,103,7781.2%MedicalAGLagilon health$35,750,424$773,424 ▲2.2%9,096,8001.2%MedicalDXCMDexCom$35,128,960$1,608,960 ▲4.8%524,0001.1%MedicalIMVTImmunovant$34,819,520$1,016,524 ▲3.0%1,221,3091.1%MedicalZLABZai Lab$31,760,346$429,692 ▲1.4%1,315,6731.0%MedicalPODDInsulet$31,188,500$14,197,750 ▼-31.3%134,0001.0%MedicalAGIOAgios Pharmaceuticals$31,073,853$15,322,663 ▼-33.0%699,3891.0%MedicalIRTCiRhythm Technologies$29,510,4000.0%397,5001.0%MedicalALGNAlign Technology$29,119,640$3,306,160 ▼-10.2%114,5000.9%MedicalBCRXBioCryst Pharmaceuticals$27,529,921$23,560 ▲0.1%3,622,3580.9%MedicalINSPInspire Medical Systems$27,436,5000.0%130,0000.9%MedicalAKROAkero Therapeutics$26,779,217$4,041,331 ▼-13.1%933,3990.9%MedicalAZTAAzenta$25,794,300$7,919,940 ▼-23.5%532,5000.8%MedicalLEGNLegend Biotech$24,800,256$153,305 ▲0.6%508,9320.8%MedicalWRBYWarby Parker$23,499,687$10,466,714 ▼-30.8%1,439,0500.8%Consumer StaplesSMMTSummit Therapeutics$22,776,000$22,776,000 ▲New Holding1,040,0000.7%MedicalLFSTLifeStance Health Group$21,707,000$12,086,900 ▼-35.8%3,101,0000.7%MedicalOSCROscar Health$21,451,794$5,092,521 ▼-19.2%1,011,4000.7%FinanceINZYInozyme Pharma$19,889,078$546,582 ▲2.8%3,802,8830.6%MedicalVERAVera Therapeutics$16,950,346$101,660 ▲0.6%383,4920.6%MedicalDYNE THERAPEUTICS INC$16,560,1260.0%461,0280.5%COMNVONovo Nordisk A/S$15,717,240$1,845,585 ▼-10.5%132,0000.5%MedicalZENAS BIOPHARMA INC$14,867,046$14,867,046 ▲New Holding878,6670.5%COMAPLTApplied Therapeutics$14,844,817$1,627,283 ▲12.3%1,746,4490.5%MedicalCRNXCrinetics Pharmaceuticals$14,788,3400.0%289,4000.5%MedicalPHVSPharvaris$14,018,3620.0%756,9310.5%MedicalFOLDAmicus Therapeutics$13,352,990$338,556 ▲2.6%1,250,2800.4%MedicalJNJJohnson & Johnson$12,964,800$14,585,400 ▼-52.9%80,0000.4%MedicalCGEMCullinan Therapeutics$12,335,940$1,315,362 ▲11.9%736,9140.4%MedicalBICARA THERAPEUTICS INC$11,358,983$11,358,983 ▲New Holding445,9750.4%COMELVNEnliven Therapeutics$10,945,7030.0%428,5710.4%MedicalNEUMORA THERAPEUTICS INC.$10,939,214$899,522 ▲9.0%828,1010.4%COMCYTKCytokinetics$10,882,502$10,882,502 ▲New Holding206,1080.4%MedicalBMRNBioMarin Pharmaceutical$10,613,7900.0%151,0000.3%MedicalPRTAProthena$10,457,0530.0%625,0480.3%MedicalCMPXCompass Therapeutics$10,357,800$212,430 ▲2.1%5,629,2390.3%MedicalKRYSKrystal Biotech$10,168,378$9,048,347 ▼-47.1%55,8610.3%MedicalAUPHAurinia Pharmaceuticals$8,647,4940.0%1,179,7400.3%MedicalJASPER THERAPEUTICS INC$8,635,445$1,029,904 ▲13.5%459,0880.3%COM NEWNVAXNovavax$8,209,500$315,750 ▼-3.7%650,0000.3%MedicalXNCRXencor$8,064,371$8,064,371 ▲New Holding401,0130.3%MedicalNVRONevro$7,722,5850.0%1,381,5000.3%MedicalDVAXDynavax Technologies$6,739,845$7,660,132 ▼-53.2%605,0130.2%MedicalSWTXSpringWorks Therapeutics$6,403,3540.0%199,8550.2%MedicalBHVNBiohaven$6,374,0730.0%127,5580.2%MedicalBEAMBeam Therapeutics$6,123,1140.0%249,9230.2%MedicalPCRXPacira BioSciences$6,020,000$5,794,250 ▼-49.0%400,0000.2%MedicalNAMSNewAmsterdam Pharma$5,865,095$5,865,095 ▲New Holding353,3190.2%MedicalMRSNMersana Therapeutics$5,758,4180.0%3,046,7820.2%MedicalLUNGPulmonx$5,730,877$322,481 ▲6.0%691,3000.2%MedicalABOSAcumen Pharmaceuticals$5,704,1460.0%2,300,0590.2%MedicalPERSPECTIVE THERAPEUTICS INC$5,532,187$176,220 ▲3.3%414,3960.2%COM NEWGOSSAMER BIO INC$5,012,5760.0%9,573,0000.2%NOTE 5.000% 6/0PLRXPliant Therapeutics$4,315,8050.0%384,9960.1%MedicalEPIXESSA Pharma$4,102,6500.0%677,0050.1%MedicalEDAPEdap Tms$3,998,400$237,150 ▲6.3%1,568,0000.1%MedicalAUTLAutolus Therapeutics$3,749,7460.0%1,032,9880.1%MedicalMGNXMacroGenics$3,466,4990.0%1,053,6470.1%MedicalLPTXLeap Therapeutics$3,255,0230.0%1,266,5460.1%MedicalGOSSGossamer Bio$3,222,5290.0%3,266,9600.1%MedicalACRSAclaris Therapeutics$3,166,5190.0%2,753,4950.1%MedicalXLOXilio Therapeutics$2,365,6670.0%3,003,2590.1%MedicalAPLSApellis Pharmaceuticals$2,307,200$1,750,588 ▼-43.1%80,0000.1%MedicalADAPAdaptimmune Therapeutics$2,305,1650.0%2,425,4680.1%MedicalSAGIMET BIOSCIENCES INC$2,182,2280.0%787,8080.1%COM SER ABMEABiomea Fusion$1,829,5850.0%181,1470.1%MedicalCGENCompugen$1,791,8820.0%989,9900.1%MedicalVIGLVigil Neuroscience$1,604,6570.0%471,9580.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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