Rock Springs Capital Management Lp Top Holdings and 13F Report (2025) About Rock Springs Capital Management LpInvestment ActivityRock Springs Capital Management Lp has $2.63 billion in total holdings as of December 31, 2024.Rock Springs Capital Management Lp owns shares of 107 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 7.05% of the portfolio was purchased this quarter.About 17.55% of the portfolio was sold this quarter.This quarter, Rock Springs Capital Management Lp has purchased 109 new stocks and bought additional shares in 38 stocks.Rock Springs Capital Management Lp sold shares of 30 stocks and completely divested from 12 stocks this quarter.Largest Holdings argenx $141,204,000Intuitive Surgical $112,743,360Eli Lilly and Company $111,554,000Neurocrine Biosciences $98,348,250Blueprint Medicines $95,671,531 Largest New Holdings this Quarter Scholar Rock $30,979,318 HoldingTenet Healthcare $16,308,916 HoldingJanux Therapeutics $10,947,110 HoldingArdelyx $7,420,599 HoldingTarsus Pharmaceuticals $6,139,924 Holding Largest Purchases this Quarter Scholar Rock 716,782 shares (about $30.98M)Blueprint Medicines 328,123 shares (about $28.62M)Tenet Healthcare 129,200 shares (about $16.31M)Amicus Therapeutics 1,349,145 shares (about $12.71M)Janux Therapeutics 204,466 shares (about $10.95M) Largest Sales this Quarter UnitedHealth Group 118,250 shares (about $59.82M)Exact Sciences 697,500 shares (about $39.19M)Neurocrine Biosciences 218,500 shares (about $29.83M)Intuitive Surgical 54,000 shares (about $28.19M)Freshpet 119,000 shares (about $17.63M) 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 PortfolioSectorARGXargenx$141,204,000$2,398,500 ▼-1.7%229,6005.4%MedicalISRGIntuitive Surgical$112,743,360$28,185,840 ▼-20.0%216,0004.3%MedicalLLYEli Lilly and Company$111,554,000$1,930,000 ▲1.8%144,5004.2%MedicalNBIXNeurocrine Biosciences$98,348,250$29,825,250 ▼-23.3%720,5003.7%MedicalBPMCBlueprint Medicines$95,671,531$28,618,888 ▲42.7%1,096,8993.6%MedicalUNHUnitedHealth Group$89,031,360$59,817,945 ▼-40.2%176,0003.4%MedicalTVTXTravere Therapeutics$86,640,966$5,037,394 ▲6.2%4,973,6493.3%MedicalMDGLMadrigal Pharmaceuticals$81,836,467$663,426 ▲0.8%265,2123.1%MedicalRAREUltragenyx Pharmaceutical$73,193,933$10,031,970 ▼-12.1%1,739,8132.8%MedicalRYTMRhythm Pharmaceuticals$65,088,954$3,659,693 ▼-5.3%1,162,7182.5%MedicalMIRMMirum Pharmaceuticals$60,849,171$4,504,007 ▼-6.9%1,471,5642.3%MedicalALNYAlnylam Pharmaceuticals$60,286,422$1,458,922 ▲2.5%256,2002.3%MedicalPENPenumbra$56,995,200$5,937,000 ▼-9.4%240,0002.2%MedicalWSTWest Pharmaceutical Services$55,275,750$327,560 ▲0.6%168,7502.1%MedicalRVMDRevolution Medicines$53,067,861$8,892,867 ▲20.1%1,213,2572.0%MedicalPHRPhreesia$51,326,400$6,101,300 ▼-10.6%2,040,0002.0%MedicalXENEXenon Pharmaceuticals$49,072,873$2,533,026 ▼-4.9%1,251,8591.9%MedicalFRPTFreshpet$48,506,025$17,625,090 ▼-26.7%327,5001.8%Consumer StaplesASNDAscendis Pharma A/S$41,989,350$2,753,400 ▼-6.2%305,0001.6%MedicalKYMRKymera Therapeutics$41,603,332$613,467 ▼-1.5%1,034,1371.6%MedicalBSXBoston Scientific$41,087,2000.0%460,0001.6%MedicalEWEdwards Lifesciences$40,346,350$2,361,557 ▼-5.5%545,0001.5%MedicalINSMInsmed$37,972,000$9,206,070 ▼-19.5%550,0001.4%MedicalMRUSMerus$37,531,6850.0%892,5491.4%MedicalSRPTSarepta Therapeutics$37,388,9250.0%307,5001.4%MedicalIRTCiRhythm Technologies$35,842,5750.0%397,5001.4%MedicalZLABZai Lab$34,186,776$270,700 ▼-0.8%1,305,3371.3%MedicalNUVLNuvalent$33,659,9300.0%429,9941.3%MedicalMREOMereo BioPharma Group$33,597,095$227,500 ▲0.7%9,599,1701.3%MedicalSRRKScholar Rock$30,979,318$30,979,318 ▲New Holding716,7821.2%MedicalCLDXCelldex Therapeutics$30,884,539$2,992,069 ▲10.7%1,222,1821.2%MedicalPODDInsulet$29,827,248$5,156,133 ▼-14.7%114,2501.1%MedicalGPCRStructure Therapeutics$29,315,717$462,477 ▲1.6%1,080,9631.1%MedicalDXCMDexCom$27,452,810$13,298,670 ▼-32.6%353,0001.0%MedicalAKROAkero Therapeutics$26,331,602$364,442 ▲1.4%946,4991.0%MedicalEXASExact Sciences$25,285,500$39,192,525 ▼-60.8%450,0001.0%MedicalFOLDAmicus Therapeutics$24,486,584$12,708,946 ▲107.9%2,599,4250.9%MedicalINSPInspire Medical Systems$24,099,4000.0%130,0000.9%MedicalAZTAAzenta$23,750,000$2,875,000 ▼-10.8%475,0000.9%MedicalEVHEvolent Health$23,175,000$112,500 ▼-0.5%2,060,0000.9%Computer and TechnologyACHCAcadia Healthcare$23,135,775$9,178,975 ▼-28.4%583,5000.9%MedicalIMVTImmunovant$22,518,481$7,733,343 ▼-25.6%909,1030.9%MedicalWRBYWarby Parker$22,273,200$12,566,201 ▼-36.1%920,0000.8%Consumer StaplesVERAVera Therapeutics$20,631,726$4,413,850 ▲27.2%487,8630.8%MedicalBCRXBioCryst Pharmaceuticals$20,138,530$7,101,602 ▼-26.1%2,677,9960.8%MedicalNAMSNewAmsterdam Pharma$19,725,315$10,645,017 ▲117.2%767,5220.8%MedicalSMMTSummit Therapeutics$18,808,630$249,830 ▲1.3%1,054,0000.7%MedicalLFSTLifeStance Health Group$18,793,500$4,060,870 ▼-17.8%2,550,0000.7%MedicalLEGNLegend Biotech$16,664,775$104,128 ▲0.6%512,1320.6%MedicalTHCTenet Healthcare$16,308,916$16,308,916 ▲New Holding129,2000.6%MedicalAGIOAgios Pharmaceuticals$15,479,886$7,502,037 ▼-32.6%471,0860.6%MedicalACRSAclaris Therapeutics$15,386,686$8,558,019 ▲125.3%6,204,3090.6%MedicalCRNXCrinetics Pharmaceuticals$15,037,333$240,311 ▲1.6%294,1000.6%MedicalPHVSPharvaris$14,859,261$348,894 ▲2.4%775,1310.6%MedicalAGLagilon health$14,180,270$3,103,650 ▼-18.0%7,463,3000.5%MedicalOSCROscar Health$14,112,000$518,784 ▲3.8%1,050,0000.5%FinanceSWTXSpringWorks Therapeutics$11,883,554$4,662,793 ▲64.6%328,9110.5%MedicalDYNE THERAPEUTICS INC$11,179,880$318,060 ▲2.9%474,5280.4%COMJANXJanux Therapeutics$10,947,110$10,947,110 ▲New Holding204,4660.4%MedicalINZYInozyme Pharma$10,697,693$163,707 ▲1.6%3,861,9830.4%MedicalNEUMORA THERAPEUTICS INC.$10,124,124$1,346,253 ▲15.3%955,1060.4%COMJASPER THERAPEUTICS INC$9,900,821$85,520 ▲0.9%463,0880.4%COM NEWELVNEnliven Therapeutics$9,642,8480.0%428,5710.4%MedicalXNCRXencor$9,215,2790.0%401,0130.4%MedicalCGEMCullinan Therapeutics$9,038,949$63,336 ▲0.7%742,1140.3%MedicalPRTAProthena$8,927,724$270,809 ▲3.1%644,6010.3%MedicalCMPXCompass Therapeutics$8,380,384$217,987 ▲2.7%5,779,5750.3%MedicalBICARA THERAPEUTICS INC$7,768,8850.0%445,9750.3%COMARDXArdelyx$7,420,599$7,420,599 ▲New Holding1,463,6290.3%MedicalZENAS BIOPHARMA INC$7,196,2830.0%878,6670.3%COMBEAMBeam Therapeutics$6,255,130$57,040 ▲0.9%252,2230.2%MedicalTARSTarsus Pharmaceuticals$6,139,924$6,139,924 ▲New Holding110,8890.2%MedicalNVRONevro$6,130,932$991,752 ▲19.3%1,648,1000.2%MedicalSLNOSoleno Therapeutics$5,578,070$5,578,070 ▲New Holding124,0950.2%MedicalPLRXPliant Therapeutics$5,331,163$260,766 ▲5.1%404,7960.2%MedicalLUNGPulmonx$5,242,905$548,978 ▲11.7%772,1510.2%MedicalNVAXNovavax$5,226,0000.0%650,0000.2%MedicalGOSSAMER BIO INC$5,069,8610.0%9,573,0000.2%NOTE 5.000% 6/0MRSNMersana Therapeutics$4,907,308$550,410 ▲12.6%3,431,6840.2%MedicalBHVNBiohaven$4,850,196$85,905 ▲1.8%129,8580.2%MedicalETNB89bio$4,322,435$4,322,435 ▲New Holding552,7410.2%MedicalLPTXLeap Therapeutics$3,641,3200.0%1,266,5460.1%MedicalSAGIMET BIOSCIENCES INC$3,545,1360.0%787,8080.1%COM SER AEDAPEdap Tms$3,517,878$52,598 ▲1.5%1,591,8000.1%MedicalMGNXMacroGenics$3,424,3530.0%1,053,6470.1%MedicalABOSAcumen Pharmaceuticals$3,162,936$793,166 ▼-20.0%1,838,9160.1%MedicalGOSSGossamer Bio$2,955,2920.0%3,266,9600.1%MedicalXLOXilio Therapeutics$2,868,1120.0%3,003,2590.1%MedicalAPLSApellis Pharmaceuticals$2,552,8000.0%80,0000.1%MedicalAUTLAutolus Therapeutics$2,427,5220.0%1,032,9880.1%MedicalNEUROGENE INC$2,181,004$2,181,004 ▲New Holding95,4070.1%COMATECAlphatec$1,836,000$1,836,000 ▲New Holding200,0000.1%MedicalAPLTApplied Therapeutics$1,641,499$146,189 ▲9.8%1,917,1910.1%MedicalCGENCompugen$1,514,6850.0%989,9900.1%MedicalPERSPECTIVE THERAPEUTICS INC$1,417,582$95,659 ▲7.2%444,3830.1%COM NEWKORRO BIO INC$1,359,8220.0%35,7190.1%COMADAPAdaptimmune Therapeutics$1,337,844$31,245 ▲2.4%2,483,4680.1%MedicalALLKAllakos$1,331,495$121,000 ▼-8.3%1,100,4090.1%MedicalSPRBSpruce Biosciences$1,095,8330.0%2,609,1250.0%MedicalLENZ THERAPEUTICS INC$846,035$846,035 ▲New Holding29,3050.0%COMShowing largest 100 holdings. 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