Rock Springs Capital Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Rock Springs Capital Management reported a $2.0 bn portfolio of 104 positions to the SEC as of the end of Q2 2026. Its largest positions are RVMD, TVTX, LLY.
Sections with a free account
What changed this quarter
81 positions with a change (11 new, 33 added to, 31 trimmed, 6 sold); also, 5 entered through an IPO, 6 exited through an acquisition or merger. 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedAvalyn PharmaAVLN1.1% of the portfolio
- Newly listedHemab Therapeutics HoldingsCOAG1.0% of the portfolio
- Newly listedParabilis MedicinesPBLS0.8% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Argenx−46%fewer sharesReduced4.2% → 2.4%
- Travere Therapeutics+47%more sharesIncreased2.6% → 6.0%
- Revolution Medicines−8.6%fewer sharesReduced6.9% → 10.1%
- Enliven Therapeutics−44%fewer sharesReduced1.9% → 1.2%
- Cytokinetics+314%more sharesIncreased0.2% → 0.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Revolution MedicinesRVMD10.1%
- Travere TherapeuticsTVTX6.0%
- Eli LillyLLY5.8%
- Madrigal PharmaceuticalsMDGL4.6%
- Mirum PharmaceuticalsMIRM4.6%
- Rhythm PharmaceuticalsRYTM3.8%
- Kymera TherapeuticsKYMR2.5%
- ArgenxARGX2.4%
- Ascendis Pharma A/SASND2.2%
- Xenon PharmaceuticalsXENE2.0%
- Scholar Rock HoldingSRRK1.9%
- InsmedINSM1.9%
- PenumbraPEN1.8%
- Structure TherapeuticsGPCR1.7%
- Ultragenyx PharmaceuticalRARE1.6%
Portfolio by sector
- ● Health Care 98%
- ● Industrials 1%
- ● Information Technology 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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