# Rock Springs Capital Management LP: Form 13F holdings

An institutional investment manager in Baltimore, MD. SEC CIK 1595725.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.05bn
- Positions: 104 (104 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1595725/000117266126003527/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $207.0m | 10.1% | 1,105,210 |  | Reduced −104,255 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $123.8m | 6.0% | 2,179,069 |  | Added +701,115 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $118.4m | 5.8% | 98,700 |  | Unchanged |
| [MADRIGAL PHARMACEUTICALS INC (MDGL)](/companies/mdgl.md) | COM | $94.0m | 4.6% | 174,999 |  | Added +4,000 |
| [MIRUM PHARMACEUTICALS INC (MIRM)](/companies/mirm.md) | COM | $93.4m | 4.6% | 798,145 |  | Reduced −13,149 |
| [RHYTHM PHARMACEUTICALS INC (RYTM)](/companies/rytm.md) | COM | $76.9m | 3.8% | 692,598 |  | Added +2,850 |
| [KYMERA THERAPEUTICS INC (KYMR)](/companies/kymr.md) | COM | $52.0m | 2.5% | 453,156 |  | Reduced −43,715 |
| [ARGENX SE (ARGX)](/companies/argx.md) | SPONSORED ADR | $48.9m | 2.4% | 52,750 |  | Reduced −45,750 |
| ASCENDIS PHARMA A/S | ORD SHS | $45.0m | 2.2% | 168,750 |  | New +168,750 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $41.3m | 2.0% | 683,907 |  | Reduced −79,113 |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $39.3m | 1.9% | 715,452 |  | Reduced −24,364 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $38.6m | 1.9% | 362,150 |  | Added +47,850 |
| [PENUMBRA INC (PEN)](/companies/pen.md) | COM | $36.5m | 1.8% | 115,750 |  | Reduced −4,750 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $34.4m | 1.7% | 640,317 |  | Added +100 |
| [ULTRAGENYX PHARMACEUTICAL IN (RARE)](/companies/rare.md) | COM | $32.3m | 1.6% | 967,855 |  | Reduced −250,918 |
| [IRHYTHM HOLDINGS INC (IRTC)](/companies/irtc.md) | COM | $32.1m | 1.6% | 269,650 |  | Added +7,900 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $30.4m | 1.5% | 76,460 |  | Reduced −5,540 |
| [AGILON HEALTH INC (AGL)](/companies/agl.md) | COM NEW | $28.1m | 1.4% | 262,600 |  | Added +2,600 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $26.5m | 1.3% | 63,750 |  | Added +10,750 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $26.0m | 1.3% | 699,146 |  | Added +48,876 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $25.7m | 1.3% | 1,402,150 |  | Added +298,681 |
| [NEUROCRINE BIOSCIENCES INC (NBIX)](/companies/nbix.md) | COM | $24.4m | 1.2% | 144,750 |  | Reduced −5,700 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $23.6m | 1.2% | 464,625 |  | Reduced −361,875 |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $23.4m | 1.1% | 125,000 |  | Unchanged |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $23.1m | 1.1% | 343,000 |  | Reduced −12,600 |
| [ACLARIS THERAPEUTICS INC (ACRS)](/companies/acrs.md) | COM | $22.9m | 1.1% | 4,330,532 |  | Reduced −142,118 |
| [MINIMED GROUP INC (MMED)](/companies/mmed.md) | COM | $22.7m | 1.1% | 1,520,000 |  | Added +465,000 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $22.6m | 1.1% | 528,500 |  | Added +13,200 |
| PHARVARIS N V | COM | $22.4m | 1.1% | 648,333 |  | Added +2,800 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $21.8m | 1.1% | 662,918 |  | New +662,918 |
| [HEMAB THERAPEUTICS HLDGS INC (COAG)](/companies/coag.md) | COM SHS | $21.1m | 1.0% | 575,432 |  | New +575,432 |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $20.9m | 1.0% | 942,154 |  | Reduced −30,044 |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $20.1m | 1.0% | 66,750 |  | Reduced −7,250 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $20.0m | 1.0% | 515,917 |  | Reduced −108,238 |
| [AGIOS PHARMACEUTICALS INC (AGIO)](/companies/agio.md) | COM | $19.8m | 1.0% | 532,563 |  | Reduced −266,600 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $19.7m | 1.0% | 582,744 |  | Reduced −6,050 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | CL A | $18.3m | 0.9% | 427,584 |  | Reduced −76,001 |
| [TARSUS PHARMACEUTICALS INC (TARS)](/companies/tars.md) | COM | $17.4m | 0.9% | 277,087 |  | Added +51,908 |
| [HEARTFLOW INC (HTFL)](/companies/htfl.md) | COM | $16.8m | 0.8% | 573,500 |  | Added +1,000 |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $16.5m | 0.8% | 298,218 |  | Added +10,251 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $16.0m | 0.8% | 187,980 |  | Added +142,616 |
| [BICARA THERAPEUTICS INC (BCAX)](/companies/bcax.md) | COM | $15.9m | 0.8% | 535,286 |  | Added +46,191 |
| [PARABILIS MEDICINES INC (PBLS)](/companies/pbls.md) | COM | $15.8m | 0.8% | 578,028 |  | New +578,028 |
| [ZAI LAB LTD (ZLAB)](/companies/zlab.md) | ADR | $15.5m | 0.8% | 814,707 |  | Unchanged |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $14.5m | 0.7% | 76,300 |  | Added +14,800 |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $14.3m | 0.7% | 456,551 |  | Added +69,636 |
| [EVOLENT HEALTH INC (EVH)](/companies/evh.md) | CL A | $13.6m | 0.7% | 2,500,000 |  | Reduced −175,000 |
| [PTC THERAPEUTICS INC (PTCT)](/companies/ptct.md) | COM | $13.2m | 0.6% | 162,298 |  | Added +500 |
| [MINERALYS THERAPEUTICS INC (MLYS)](/companies/mlys.md) | COM | $13.1m | 0.6% | 484,951 |  | Added +45,200 |
| [ZENAS BIOPHARMA INC (ZBIO)](/companies/zbio.md) | COM | $12.7m | 0.6% | 502,077 |  | Unchanged |
| [ARDELYX INC (ARDX)](/companies/ardx.md) | COM | $11.4m | 0.6% | 2,241,769 |  | Reduced −57,704 |
| [INSPIRE MED SYS INC (INSP)](/companies/insp.md) | COM | $10.9m | 0.5% | 244,000 |  | Added +112,200 |
| [BRIDGEBIO PHARMA INC (BBIO)](/companies/bbio.md) | COM | $10.8m | 0.5% | 144,750 |  | Added +16,500 |
| ALKERMES PLC | SHS | $10.5m | 0.5% | 199,811 |  | Added +15,825 |
| [SUMMIT THERAPEUTICS INC (SMMT)](/companies/smmt.md) | COM | $10.4m | 0.5% | 715,000 |  | Added +5,000 |
| [AZENTA INC (AZTA)](/companies/azta.md) | COM | $10.3m | 0.5% | 403,000 |  | Reduced −166,100 |
| [INDIVIOR PHARMACEUTICALS INC (INDV)](/companies/indv.md) | COM | $10.1m | 0.5% | 245,500 |  | Added +45,500 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $9.1m | 0.4% | 29,000 |  | Added +14,200 |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $9.0m | 0.4% | 499,764 |  | Unchanged |
| [CARIS LIFE SCIENCES INC (CAI)](/companies/cai.md) | COM | $8.7m | 0.4% | 487,500 |  | Reduced −75,500 |
| [OMADA HEALTH INC (OMDA)](/companies/omda.md) | COM | $8.2m | 0.4% | 373,000 |  | Reduced −168,000 |
| [COMPASS THERAPEUTICS INC (CMPX)](/companies/cmpx.md) | COM | $7.7m | 0.4% | 3,524,929 |  | Added +219,621 |
| [IMMUNOME INC (IMNM)](/companies/imnm.md) | COM | $7.4m | 0.4% | 347,666 |  | Unchanged |
| [EDAP TMS S A (FOCL)](/companies/focl.md) | SPONSORED ADR | $7.2m | 0.4% | 1,386,000 |  | Added +8,000 |
| [PHREESIA INC (PHR)](/companies/phr.md) | COM | $7.2m | 0.4% | 696,900 |  | Added +96,500 |
| [OMEROS CORP (OMER)](/companies/omer.md) | COM | $6.8m | 0.3% | 718,499 |  | New +718,499 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $6.7m | 0.3% | 143,187 |  | New +143,187 |
| [CORCEPT THERAPEUTICS INC (CORT)](/companies/cort.md) | COM | $6.3m | 0.3% | 72,000 |  | Added +21,750 |
| [JANUX THERAPEUTICS INC (JANX)](/companies/janx.md) | COM | $5.6m | 0.3% | 367,009 |  | Unchanged |
| [MOBIA MED INC (MOBI)](/companies/mobi.md) | COMMON STOCK | $5.6m | 0.3% | 418,200 |  | New +418,200 |
| [ARCUS BIOSCIENCES INC (RCUS)](/companies/rcus.md) | COM | $5.5m | 0.3% | 180,000 |  | Unchanged |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $5.0m | 0.2% | 10,000 |  | Unchanged |
| [TREVI THERAPEUTICS INC (TRVI)](/companies/trvi.md) | COM | $4.8m | 0.2% | 260,000 |  | New +260,000 |
| [SIONNA THERAPEUTICS INC (SION)](/companies/sion.md) | COM | $4.4m | 0.2% | 99,429 |  | Unchanged |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $4.1m | 0.2% | 40,000 |  | Unchanged |
| [EYEPOINT INC (EYPT)](/companies/eypt.md) | COM NEW | $3.8m | 0.2% | 268,519 |  | Added +9,780 |
| [OCULAR THERAPEUTIX INC (OCUL)](/companies/ocul.md) | COM | $3.8m | 0.2% | 383,716 |  | Unchanged |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $3.8m | 0.2% | 42,254 |  | New +42,254 |
| [TALPHERA INC (TLPH)](/companies/tlph.md) | COM NEW | $3.7m | 0.2% | 3,589,186 |  | Unchanged |
| ROIVANT SCIENCES LTD | SHS | $3.6m | 0.2% | 101,000 |  | Added +4,000 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $3.5m | 0.2% | 60,250 |  | Unchanged |
| [NEUROGENE INC (NGNE)](/companies/ngne.md) | COM | $3.4m | 0.2% | 106,750 |  | Added +2,411 |
| [CENTURY THERAPEUTICS INC (IPSC)](/companies/ipsc.md) | COM | $3.2m | 0.2% | 1,304,347 |  | Unchanged |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $3.1m | 0.2% | 360,000 |  | Added +10,000 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $3.0m | 0.1% | 63,500 |  | Reduced −26,500 |
| [OLEMA PHARMACEUTICALS INC (OLMA)](/companies/olma.md) | COM | $2.9m | 0.1% | 235,178 |  | Added +64,800 |
| [NERVGEN PHARMA CORP (NGEN)](/companies/ngen.md) | COM | $2.5m | 0.1% | 1,208,231 |  | New +1,208,231 |
| MEDTRONIC PLC | SHS | $2.4m | 0.1% | 30,900 |  | New +30,900 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $2.0m | <0.1% | 59,000 |  | Added +13,500 |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $2.0m | <0.1% | 20,326 |  | Reduced −6,431 |
| [SAGIMET BIOSCIENCES INC (SGMT)](/companies/sgmt.md) | COM SER A | $1.9m | <0.1% | 250,000 |  | New +250,000 |
| [CAPRICOR THERAPEUTICS INC (CAPR)](/companies/capr.md) | COM NEW | $1.8m | <0.1% | 74,448 |  | New +74,448 |
| [LENZ THERAPEUTICS INC (LENZ)](/companies/lenz.md) | COM | $1.5m | <0.1% | 257,460 |  | Unchanged |
| [ALTIMMUNE INC (ALT)](/companies/alt.md) | COM NEW | $1.4m | <0.1% | 471,465 |  | New +471,465 |
| [KAILERA THERAPEUTICS INC (KLRA)](/companies/klra.md) | COMMON STOCK | $1.4m | <0.1% | 65,000 |  | New +65,000 |
| [SURGERY PARTNERS INC (SGRY)](/companies/sgry.md) | COM | $1.4m | <0.1% | 84,000 |  | Reduced −124,000 |
| [AXSOME THERAPEUTICS INC. (AXSM)](/companies/axsm.md) | COM | $1.3m | <0.1% | 5,500 |  | New +5,500 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $1.1m | <0.1% | 12,051 |  | Added +7,928 |
| [VIKING THERAPEUTICS INC (VKTX)](/companies/vktx.md) | COM | $994.8k | <0.1% | 25,500 |  | Reduced −70,500 |
| [LEGEND BIOTECH CORP (LEGN)](/companies/legn.md) | SPONSORED ADS | $967.5k | <0.1% | 33,500 |  | Reduced −7,000 |
| [GLAUKOS CORP (GKOS)](/companies/gkos.md) | COM | $663.9k | <0.1% | 4,750 |  | New +4,750 |
| [JASPER THERAPEUTICS INC (JSPR)](/companies/jspr.md) | COM NEW | $463.4k | <0.1% | 1,100,726 |  | Unchanged |
| [BIOCRYST PHARMACEUTICALS INC (BCRX)](/companies/bcrx.md) | COM | $221.2k | <0.1% | 22,124 |  | Added +9,524 |
| [MOONLAKE IMMUNOTHERAPEUTICS (MLTX)](/companies/mltx.md) | CLASS A ORD | $208.3k | <0.1% | 10,696 |  | Reduced −51,004 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ACADIA HEALTHCARE COMPANY IN (ACHC)](/companies/achc.md) | COM | $0 | 0.0% | 0 |  | Sold out −75,500 |
| AMICUS THERAPEUTIC | COM | $0 | 0.0% | 0 |  | Sold out −21,062 |
| APELLIS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −162,750 |
| ARCELLX INC | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −169,859 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −194,000 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −351,828 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 |  | Sold out −28,900 |
| GOSSAMER BIO INC | COM | $0 | 0.0% | 0 |  | Sold out −1,609,492 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $0 | 0.0% | 0 |  | Sold out −5,750 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,100 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −257,253 |
| SPDR SERIES TRUST | STATE STREET SPD | $0 | 0.0% | 0 |  | Sold out −30,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −113,748 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003527. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.