Rock Springs Capital Management LP
CIK 1595725
13F filing for Q2 2026・No. 1,615
- Holdings
- US$2.05B
- Quarter change
- +US$352.15M
- Entries
- 104
- Net bought (estimate)
- −US$6.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 13
- Cut 30
- Added 40
- Corporate actions 0
- Unchanged 17
Largest holdings
104 stocks worth US$2.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INCCOM | Cut | 1,105,210 | US$206.98M | 10.10% |
| TRAVERE THERAPEUTICS INCCOM | Added | 2,179,069 | US$123.79M | 6.04% |
| LLYELI LILLY & COCOM | Unchanged | 98,700 | US$118.38M | 5.78% |
| MDGLMADRIGAL PHARMACEUTICALS INCCOM | Added | 174,999 | US$93.97M | 4.59% |
| MIRUM PHARMACEUTICALS INCCOM | Cut | 798,145 | US$93.44M | 4.56% |
| RYTMRHYTHM PHARMACEUTICALS INCCOM | Added | 692,598 | US$76.9M | 3.75% |
| KYMERA THERAPEUTICS INCCOM | Cut | 453,156 | US$51.96M | 2.54% |
| ARGXARGENX SESPONSORED ADR | Cut | 52,750 | US$48.94M | 2.39% |
| ASCENDIS PHARMA A/SORD SHS | New | 168,750 | US$45.01M | 2.20% |
| XENEXENON PHARMACEUTICALS INCCOM | Cut | 683,907 | US$41.28M | 2.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.