Rock Springs Capital Management Lp Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Rock Springs Capital Management LpInvestment ActivityRock Springs Capital Management Lp has $3.94 billion in total holdings as of March 31, 2024.Rock Springs Capital Management Lp owns shares of 113 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 10.31% of the portfolio was purchased this quarter.About 14.31% of the portfolio was sold this quarter.This quarter, Rock Springs Capital Management Lp has purchased 104 new stocks and bought additional shares in 40 stocks.Rock Springs Capital Management Lp sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings Blueprint Medicines $237,002,777Immunocore $153,908,040Neurocrine Biosciences $145,491,808Evolent Health $130,750,125Intuitive Surgical $119,128,365 Largest New Holdings this Quarter Surgery Partners $29,382,550 HoldingViking Therapeutics $21,402,000 HoldingNovo Nordisk A/S $18,939,000 HoldingPharvaris $17,400,074 HoldingVera Therapeutics $14,711,164 Holding Largest Purchases this Quarter Surgery Partners 985,000 shares (about $29.38M)Eli Lilly and Company 33,750 shares (about $26.26M)Madrigal Pharmaceuticals 87,762 shares (about $23.44M)Viking Therapeutics 261,000 shares (about $21.40M)Oscar Health 1,375,000 shares (about $20.45M) Largest Sales this Quarter Cerevel Therapeutics 2,126,299 shares (about $89.88M)Humana 162,592 shares (about $56.37M)Blueprint Medicines 383,119 shares (about $36.34M)Neurocrine Biosciences 141,100 shares (about $19.46M)Insulet 111,750 shares (about $19.15M) 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 PortfolioSectorBPMCBlueprint Medicines$237,002,777$36,342,668 ▼-13.3%2,498,4486.0%MedicalIMCRImmunocore$153,908,040$19,089,915 ▼-11.0%2,367,8163.9%MedicalNBIXNeurocrine Biosciences$145,491,808$19,460,512 ▼-11.8%1,054,9003.7%MedicalEVHEvolent Health$130,750,125$901,725 ▲0.7%3,987,5003.3%Computer and TechnologyISRGIntuitive Surgical$119,128,3650.0%298,5003.0%MedicalUNHUnitedHealth Group$113,781,0000.0%230,0002.9%MedicalPENPenumbra$112,705,900$7,253,350 ▼-6.0%505,0002.9%MedicalIDXXIDEXX Laboratories$96,782,4530.0%179,2502.5%MedicalACHCAcadia Healthcare$93,281,550$8,238,880 ▲9.7%1,177,5002.4%MedicalARGXargenx$90,260,3100.0%229,2502.3%MedicalBSXBoston Scientific$84,413,9250.0%1,232,5002.1%MedicalRAREUltragenyx Pharmaceutical$82,871,855$975,821 ▲1.2%1,774,9382.1%MedicalDXCMDexCom$82,769,225$104,025 ▲0.1%596,7502.1%MedicalLLYEli Lilly and Company$80,324,370$26,256,150 ▲48.6%103,2502.0%MedicalFRPTFreshpet$76,757,2500.0%662,5001.9%Consumer StaplesMDGLMadrigal Pharmaceuticals$76,355,014$23,435,964 ▲44.3%285,9311.9%MedicalEXASExact Sciences$73,186,335$2,779,665 ▲3.9%1,059,7501.9%MedicalALGNAlign Technology$72,142,4000.0%220,0001.8%MedicalRYTMRhythm Pharmaceuticals$65,986,9540.0%1,522,8931.7%MedicalEWEdwards Lifesciences$61,855,9880.0%647,3001.6%MedicalKYMRKymera Therapeutics$61,193,9680.0%1,522,2381.6%MedicalCLDXCelldex Therapeutics$57,590,604$16,894,562 ▲41.5%1,372,1851.5%MedicalPHRPhreesia$56,594,450$3,788,119 ▲7.2%2,365,0001.4%MedicalPODDInsulet$54,848,000$19,153,950 ▼-25.9%320,0001.4%MedicalWSTWest Pharmaceutical Services$54,311,1980.0%137,2501.4%MedicalXENEXenon Pharmaceuticals$54,052,5900.0%1,255,5771.4%MedicalAGLagilon health$53,893,500$1,250,500 ▲2.4%8,835,0001.4%MedicalMRUSMerus$51,629,597$12,360,330 ▲31.5%1,146,5601.3%MedicalAGIOAgios Pharmaceuticals$51,594,126$11,335,412 ▼-18.0%1,764,5051.3%MedicalHUMHumana$51,109,302$56,373,899 ▼-52.4%147,4081.3%MedicalMIRMMirum Pharmaceuticals$46,636,888$128,112 ▲0.3%1,856,5641.2%MedicalIRTCiRhythm Technologies$45,501,000$4,814,000 ▲11.8%392,2501.2%MedicalSWAVShockwave Medical$43,960,050$4,884,450 ▲12.5%135,0001.1%MedicalASNDAscendis Pharma A/S$43,839,3000.0%290,0001.1%MedicalSRPTSarepta Therapeutics$42,411,0960.0%327,6001.1%MedicalAZTAAzenta$41,879,530$11,287,430 ▲36.9%694,7501.1%MedicalALNYAlnylam Pharmaceuticals$41,322,925$6,202,175 ▲17.7%276,5001.0%MedicalOLKOlink Holding AB (publ)$39,414,5150.0%1,676,5001.0%MedicalIMVTImmunovant$37,160,474$5,390,019 ▲17.0%1,150,1230.9%MedicalACCDAccolade$37,099,200$576,400 ▲1.6%3,540,0000.9%Business ServicesAKROAkero Therapeutics$32,835,171$5,527,494 ▲20.2%1,299,8880.8%MedicalOSCROscar Health$31,375,700$20,446,250 ▲187.1%2,110,0000.8%FinancePCRXPacira BioSciences$30,841,7100.0%1,055,5000.8%MedicalRVMDRevolution Medicines$29,770,239$6,398,590 ▲27.4%923,6810.8%MedicalLFSTLifeStance Health Group$29,492,600$1,511,650 ▲5.4%4,780,0000.7%MedicalSGRYSurgery Partners$29,382,550$29,382,550 ▲New Holding985,0000.7%MedicalWRBYWarby Parker$28,308,800$703,637 ▲2.5%2,080,0000.7%MedicalINZYInozyme Pharma$28,197,7930.0%3,681,1740.7%MedicalINSPInspire Medical Systems$28,030,095$6,765,885 ▲31.8%130,5000.7%MedicalLEGNLegend Biotech$28,016,170$394,986 ▲1.4%499,4860.7%MedicalMREOMereo BioPharma Group$26,868,960$522,251 ▲2.0%8,142,1090.7%MedicalTVTXTravere Therapeutics$26,405,347$5,037,498 ▲23.6%3,424,8180.7%MedicalCERECerevel Therapeutics$23,161,677$89,878,657 ▼-79.5%547,9460.6%MedicalIRONDisc Medicine$22,629,5180.0%363,4680.6%MedicalCOLLCollegium Pharmaceutical$21,816,8400.0%562,0000.6%MedicalVKTXViking Therapeutics$21,402,000$21,402,000 ▲New Holding261,0000.5%MedicalDVAXDynavax Technologies$20,792,6320.0%1,675,4740.5%MedicalZLABZai Lab$20,779,910$2,564,802 ▲14.1%1,297,1230.5%MedicalMGNXMacroGenics$19,213,280$1,861,403 ▲10.7%1,305,2500.5%MedicalNVONovo Nordisk A/S$18,939,000$18,939,000 ▲New Holding147,5000.5%MedicalKRYSKrystal Biotech$18,499,2040.0%103,9690.5%MedicalBCRXBioCryst Pharmaceuticals$17,760,980$1,147,445 ▲6.9%3,496,2560.5%MedicalGPCRStructure Therapeutics$17,686,136$5,399,203 ▲43.9%412,6490.4%MedicalPHVSPharvaris$17,400,074$17,400,074 ▲New Holding752,9240.4%MedicalPRTAProthena$15,482,4390.0%625,0480.4%MedicalNVRONevro$15,378,600$577,600 ▲3.9%1,065,0000.4%MedicalVERAVera Therapeutics$14,711,164$14,711,164 ▲New Holding341,1680.4%MedicalMRSNMersana Therapeutics$13,649,5830.0%3,046,7820.3%MedicalFOLDAmicus Therapeutics$13,578,288$1,046,653 ▲8.4%1,152,6560.3%MedicalCRNXCrinetics Pharmaceuticals$13,546,814$13,546,814 ▲New Holding289,4000.3%MedicalCRLCharles River Laboratories International$13,141,075$13,141,075 ▲New Holding48,5000.3%MedicalBMRNBioMarin Pharmaceutical$12,998,9870.0%148,8320.3%MedicalDYNE THERAPEUTICS INC$12,827,283$12,827,283 ▲New Holding451,8240.3%COMJASPER THERAPEUTICS INC$11,871,276$11,871,276 ▲New Holding404,3350.3%COM NEWCMPXCompass Therapeutics$10,917,3000.0%5,513,7880.3%MedicalEDAPEdap Tms$10,841,250$651,026 ▲6.4%1,475,0000.3%MedicalMLYSMineralys Therapeutics$10,232,660$4,839,662 ▼-32.1%792,6150.3%MedicalAPLTApplied Therapeutics$10,185,842$4,098,516 ▲67.3%1,497,9180.3%MedicalNUVLNuvalent$9,408,927$9,408,927 ▲New Holding125,3020.2%MedicalABOSAcumen Pharmaceuticals$9,315,2390.0%2,300,0590.2%MedicalIMTXImmatics$8,920,373$10,790,775 ▼-54.7%848,7510.2%MedicalNEUMORA THERAPEUTICS INC.$8,884,123$8,884,123 ▲New Holding646,1180.2%COMELVNEnliven Therapeutics$7,538,564$7,538,564 ▲New Holding428,5710.2%MedicalCG ONCOLOGY INC$7,500,710$7,500,710 ▲New Holding170,8590.2%COMBHVNBiohaven$6,944,755$6,944,755 ▲New Holding126,9840.2%MedicalFULCFulcrum Therapeutics$6,869,2330.0%727,6730.2%MedicalAUTLAutolus Therapeutics$6,590,463$6,590,463 ▲New Holding1,032,9880.2%MedicalLUNGPulmonx$6,047,7480.0%652,4000.2%MedicalAUPHAurinia Pharmaceuticals$5,763,238$3,696,262 ▲178.8%1,150,3470.1%MedicalEPIXESSA Pharma$5,747,7720.0%677,0050.1%MedicalPLRXPliant Therapeutics$5,736,4400.0%384,9960.1%MedicalBEAMBeam Therapeutics$4,873,730$1,192,083 ▲32.4%147,5100.1%MedicalVINCVincerx Pharma$4,512,0980.0%891,7190.1%MedicalKYVERNA THERAPEUTICS INC$4,445,441$4,445,441 ▲New Holding178,9630.1%COMSAGIMET BIOSCIENCES INC$4,177,037$175,153 ▲4.4%770,6710.1%COM SER AGOSSGossamer Bio$3,855,0130.0%3,266,9600.1%MedicalGOSSAMER BIO INC$3,844,6700.0%9,573,0000.1%NOTE 5.000% 6/0ADAPAdaptimmune Therapeutics$3,832,2390.0%2,425,4680.1%MedicalACRSAclaris Therapeutics$3,414,334$303,800 ▼-8.2%2,753,4950.1%MedicalCGENCompugen$3,328,1740.0%1,289,9900.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.