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CIK: 0001595725
Total reported value
$2.0B
$2.0B
96 檔
19.3%
In Q1 2025, Rock Springs Capital Management LP's U.S. equity holdings reached a combined market value of $2.0B, distributed across 96 disclosed stock positions.
In Q1 2025, Rock Springs Capital Management LP adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 105 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 5.95% | -1.85% | -23.45% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.36% | +0.43% | -21.45% | |
| 3 | 2655787D | Blueprint Medicines CORP | Stock-Other | 5.10% | — | -8.14% | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 3.16% | -0.69% | -37.15% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.01% | +0.44% | -42.90% | |
| 6 | TVTX | Travere Therapeutics Inc | Stock-Other | 3.00% | +3.45% | -41.27% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.89% | -0.75% | -52.78% | |
| 8 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.89% | +0.08% | -19.85% | |
| 9 | PEN | Penumbra Inc | Stock-Healthcare | 2.62% | -0.55% | -28.75% | |
| 10 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.59% | +3.17% | +5.64% | |
| 11 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 2.53% | +0.21% | -28.26% | |
| 12 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.45% | +0.14% | -35.32% | |
| 13 | ✓ | Merus N V | Stock-Other | 2.36% | — | +9.88% | |
| 14 | INSM | Insmed Inc | Stock-Healthcare | 2.25% | -1.15% | -6.20% | |
| 15 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 2.21% | -0.46% | -44.09% | |
| 16 | ASND | Ascendis Pharma A/S | Stock-Other | 1.93% | -2.62% | EXIT | |
| 17 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 1.87% | -0.14% | -30.70% | |
| 18 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.79% | -0.61% | -25.58% | |
| 19 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.77% | +0.02% | -61.28% | |
| 20 | NUVL | Nuvalent Inc-a | Stock-Other | 1.73% | — | -0.57% | |
| 21 | AGL | agilon health, inc. | Stock-Other | 1.72% | — | -6.88% | |
| 22 | PHR | Phreesia Inc | Stock-Other | 1.68% | +0.05% | -43.71% | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.60% | -0.81% | -39.78% | |
| 24 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.56% | — | -28.92% | |
| 25 | DXCM | Dexcom Inc | Stock-Healthcare | 1.55% | -0.19% | +12.65% | |
| 26 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.52% | -0.25% | -36.03% | |
| 27 | EVH | Evolent Health Inc - A | Stock-Other | 1.46% | +0.30% | +30.86% | |
| 28 | SRRK | Scholar Rock Holding CORP | Stock-Other | 1.40% | -0.22% | +6.24% | |
| 29 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.24% | +0.10% | -23.18% | |
| 30 | EXK | Exact Sciences CORP | Stock-Materials | 1.19% | — | +6.67% | |
| 31 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 1.18% | -0.10% | EXIT | |
| 32 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.12% | -0.14% | +4.81% | |
| 33 | SMMT | Summit Therapeutics Inc | Stock-Other | 1.10% | -0.28% | -5.60% | |
| 34 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.06% | -0.14% | EXIT | |
| 35 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.04% | -0.08% | +219.58% | |
| 36 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.00% | -0.25% | +0.62% | |
| 37 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.00% | +0.01% | +0.16% | |
| 38 | IMVT | Immunovant Inc | Stock-Other | 0.95% | — | +7.34% | |
| 39 | AZTA | Azenta Inc | Stock-Other | 0.94% | -0.21% | — | |
| 40 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.90% | +0.13% | -23.65% | |
| 41 | AM6 | Amicus Therapeutics Inc | Stock-Other | 0.89% | -0.02% | EXIT | |
| 42 | WRBY | Warby Parker Inc-class A | Stock-Other | 0.87% | — | -9.24% | |
| 43 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.86% | — | -30.37% | |
| 44 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.84% | +0.05% | -33.51% | |
| 45 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.79% | — | — | |
| 46 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.77% | — | -64.30% | |
| 47 | VERA | Vera Therapeutics Inc | Stock-Other | 0.72% | -0.29% | +6.75% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | +0.02% | — | |
| 49 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.63% | -0.15% | -30.15% | |
| 50 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 0.58% | — | -48.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | +4.1% | -23.45% | Trim |
| 2 | 2655787D | Blueprint Medicines CORP | +3.7% | -8.14% | Add |
| 3 | MDGL | Madrigal Pharmaceuticals Inc | +2.7% | -37.15% | Trim |
| 4 | TVTX | Travere Therapeutics Inc | +2.6% | -41.27% | Add |
| 5 | RYTM | Rhythm Pharmaceuticals Inc | +2.3% | -28.26% | Add |
| 6 | RARE | Ultragenyx Pharmaceutical In | +2% | -19.85% | Add |
| 7 | MIRM | Mirum Pharmaceuticals Inc | +1.9% | -35.32% | Trim |
| 8 | PEN | Penumbra Inc | +1.8% | -28.75% | Add |
| 9 | XENE | Xenon Pharmaceuticals Inc | +1.6% | -25.58% | Add |
| 10 | ASND | Ascendis Pharma A/S | +1.3% | -29.18% | Trim |
| 11 | AKRO | Akero Therapeutics Inc | +1.3% | -28.92% | Add |
| 12 | ALNY | Alnylam Pharmaceuticals Inc | +1.2% | -44.09% | Trim |
| 13 | DXCM | Dexcom Inc | +1.2% | +12.65% | Add |
| 14 | UNH | Unitedhealth Group Inc | +1.1% | -42.90% | Trim |
| 15 | IRTC | Irhythm Holdings Inc | +0.9% | -36.03% | Trim |
| 16 | BSX | Boston Scientific CORP | +0.9% | -39.78% | Trim |
| 17 | EVH | Evolent Health Inc - A | +0.8% | +30.86% | Add |
| 18 | LEGN | Legend Biotech Corp-adr | +0.8% | +0.16% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.7% | -52.78% | Trim |
| 20 | AM6 | Amicus Therapeutics Inc | +0.7% | -26.55% | Add |
| 21 | KYMR | Kymera Therapeutics Inc | +0.6% | -23.18% | Add |
| 22 | MREO | Mereo Biopharma Group Pl-adr | +0.6% | -30.37% | Add |
| 23 | WST | West Pharmaceutical Services | +0.6% | -64.30% | Add |
| 24 | PHR | Phreesia Inc | +0.5% | -43.71% | Add |
| 25 | ACHC | Acadia Healthcare Co Inc | +0.3% | +16.73% | Trim |
| 26 | SRPT | Sarepta Therapeutics Inc | +0.1% | -48.20% | Trim |
| 27 | GOSS 5 06-01-27Bond | Gossamer Bio Inc | +0.1% | — | Trim |
| 28 | FOCL | Edap Tms SA -adr | 0% | -20.22% | Add |
| 29 | NUVB-WS | Nuvation Bio Inc -cw27 | 0% | — | Unchanged |
| 30 | ✓ | Inozyme Pharma Inc | -0.1% | -10.79% | Add |
| 31 | APLSUSD | Apellis Pharmaceuticals Inc | -0.1% | — | Trim |
| 32 | ADAPY | Adaptimmune Therapeutics-adr | -0.1% | — | Add |
| 33 | ✓ | Compugen LTD | -0.1% | — | Trim |
| 34 | EW | Edwards Lifesciences CORP | -0.1% | -53.21% | Trim |
| 35 | MGNX | Macrogenics Inc | -0.2% | +8.69% | Add |
| 36 | NBIX | Neurocrine Biosciences Inc | -0.2% | -61.28% | Trim |
| 37 | EXK | Exact Sciences CORP | -0.2% | +6.67% | Trim |
| 38 | APLT | Applied Therapeutics Inc | -0.2% | +8.23% | Add |
| 39 | CGEM | Cullinan Therapeutics Inc | -0.3% | -13.14% | Trim |
| 40 | SPRU | Spruce Power Holding Corporation | -0.3% | — | Add |
| 41 | LUNG | Pulmonx CORP | -0.3% | -34.77% | Trim |
| 42 | ARDX | Ardelyx Inc | -0.3% | +9.66% | Trim |
| 43 | PRTA | Prothena Corporation plc | -0.6% | -23.58% | Trim |
| 44 | ✓ | Mersana Therapeutics Inc | -0.7% | +11.16% | Add |
| 45 | ACRS | Aclaris Therapeutics Inc | -0.9% | -18.66% | Add |
| 46 | NVROEUR | Nevro CORP | -1.5% | -51.43% | Add |
| 47 | NVAX | Novavax Inc | -1.7% | — | Add |
| 48 | ZLAB | Zai Lab Ltd-adr | -1.7% | -30.70% | Trim |
| 49 | AGIO | Agios Pharmaceuticals Inc | -2.2% | -27.36% | Trim |
| 50 | AGL | agilon health, inc. | -3.9% | -6.88% | Trim |
According to official SEC Form 13F filings, Rock Springs Capital Management LP reported a total U.S. public equity portfolio value of $2.0B across 96 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARGX, LLY, 2655787D) accounted for 19.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $93.7M
Top Position Liquidated / Trimmed
HUM
前期市值: $133.9M
During Q1 2025, Rock Springs Capital Management LP's top holdings by market value included ARGX (6.0%)、LLY (5.4%)、2655787D (5.1%). The largest single position, ARGX, represented 6.0% of total portfolio value.
In Q1 2025, Rock Springs Capital Management LP made 199 total portfolio adjustments, initiating 45 new buys, adding to 25 positions, trimming 24 holdings, and fully liquidating 105 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.