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CIK: 0001595725
Total reported value
$2.0B
$2.0B
92 檔
18.7%
At the close of Q3 2025, Rock Springs Capital Management LP disclosed equity holdings valued at approximately $2.0B, spread across 92 reported holdings.
Rock Springs Capital Management LP executed strategic sector rebalancing during Q3 2025, establishing 18 new positions while fully exiting 22 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 6.15% | -1.85% | -18.78% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.70% | +0.43% | -9.53% | |
| 3 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 4.23% | +0.21% | -16.73% | |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 3.69% | -0.69% | -1.82% | |
| 5 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.64% | +3.17% | +0.32% | |
| 6 | ✓ | Merus N V | Stock-Other | 3.28% | — | -43.87% | |
| 7 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.26% | +0.14% | -6.98% | |
| 8 | INSM | Insmed Inc | Stock-Healthcare | 3.24% | -1.15% | -26.67% | |
| 9 | TVTX | Travere Therapeutics Inc | Stock-Other | 3.02% | +3.45% | +13.45% | |
| 10 | ASND | Ascendis Pharma A/S | Stock-Other | 2.49% | -2.62% | EXIT | |
| 11 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.36% | -0.25% | -3.09% | |
| 12 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.25% | -0.63% | -3.15% | |
| 13 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.19% | +0.08% | -10.40% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.14% | -0.75% | — | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.05% | -0.81% | +1.48% | |
| 16 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.00% | -0.61% | -8.58% | |
| 17 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.98% | -0.46% | -25.75% | |
| 18 | EXK | Exact Sciences CORP | Stock-Materials | 1.90% | — | +3.76% | |
| 19 | PEN | Penumbra Inc | Stock-Healthcare | 1.78% | -0.55% | -6.23% | |
| 20 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.74% | — | -2.19% | |
| 21 | SRRK | Scholar Rock Holding CORP | Stock-Other | 1.73% | -0.22% | — | |
| 22 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 1.57% | -0.14% | -9.20% | |
| 23 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.56% | -0.14% | -16.26% | |
| 24 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.49% | +0.10% | — | |
| 25 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.48% | -0.25% | -3.85% | |
| 26 | EVH | Evolent Health Inc - A | Stock-Other | 1.46% | +0.30% | +4.58% | |
| 27 | CAI | Caris Life Sciences Inc | Stock-Other | 1.40% | -0.17% | — | |
| 28 | CDTX | Cidara Therapeutics Inc | Stock-Other | 1.40% | — | +85.94% | |
| 29 | DXCM | Dexcom Inc | Stock-Healthcare | 1.25% | -0.19% | +10.51% | |
| 30 | OMDA | Omada Health Inc | Stock-Other | 1.19% | — | -0.00% | |
| 31 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.09% | +0.05% | -11.21% | |
| 32 | VERA | Vera Therapeutics Inc | Stock-Other | 1.05% | -0.29% | — | |
| 33 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.04% | -0.15% | +17.05% | |
| 34 | PHR | Phreesia Inc | Stock-Other | 1.03% | +0.05% | -10.53% | |
| 35 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.00% | -0.08% | -22.85% | |
| 36 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.92% | -0.65% | -9.84% | |
| 37 | PHVS | Pharvaris N.V. | Stock-Other | 0.91% | +0.02% | — | |
| 38 | AZTA | Azenta Inc | Stock-Other | 0.91% | -0.21% | +1.89% | |
| 39 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.90% | -0.06% | +25.82% | |
| 40 | AM6 | Amicus Therapeutics Inc | Stock-Other | 0.90% | -0.02% | EXIT | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.89% | -0.23% | EXIT | |
| 42 | ACLXGBX | Arcellx Inc | Stock-Other | 0.86% | -1.15% | EXIT | |
| 43 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.86% | -0.28% | — | |
| 44 | COGT | Cogent Biosciences Inc | Stock-Other | 0.85% | -0.45% | +26.01% | |
| 45 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.82% | -0.76% | -2.18% | |
| 46 | ZBIO | Zenas Biopharma Inc | Stock-Other | 0.75% | +0.04% | -9.34% | |
| 47 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.74% | +0.02% | +1.07% | |
| 48 | ARDX | Ardelyx Inc | Stock-Other | 0.74% | -0.25% | — | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.71% | +0.02% | +4.24% | |
| 50 | LENZ | Lenz Therapeutics Inc | Stock-Other | 0.64% | -0.07% | +181.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RYTM | Rhythm Pharmaceuticals Inc | +1.7% | -16.73% | Trim |
| 2 | AGIO | Agios Pharmaceuticals Inc | +1.7% | -3.15% | Add |
| 3 | RVMD | Revolution Medicines Inc | +1.1% | +0.32% | Add |
| 4 | INSM | Insmed Inc | +1% | -26.67% | Trim |
| 5 | ✓ | Merus N V | +0.9% | -43.87% | Trim |
| 6 | IRTC | Irhythm Holdings Inc | +0.8% | -3.09% | Trim |
| 7 | MIRM | Mirum Pharmaceuticals Inc | +0.8% | -6.98% | Trim |
| 8 | EXK | Exact Sciences CORP | +0.7% | +3.76% | Add |
| 9 | MLYS | Mineralys Therapeutics Inc | +0.6% | +25.82% | Add |
| 10 | ASND | Ascendis Pharma A/S | +0.6% | -1.15% | Trim |
| 11 | MDGL | Madrigal Pharmaceuticals Inc | +0.5% | -1.82% | Trim |
| 12 | LENZ | Lenz Therapeutics Inc | +0.5% | +181.28% | Add |
| 13 | THC | Tenet Healthcare CORP | +0.5% | -3.85% | Trim |
| 14 | BSX | Boston Scientific CORP | +0.5% | +1.48% | Add |
| 15 | GPCR | Structure Therapeutics Inc | +0.4% | -16.26% | Trim |
| 16 | NAMS | NewAmsterdam Pharma Company N.V. | +0.4% | +17.05% | Add |
| 17 | CMPX | Compass Therapeutics Inc | +0.4% | -9.84% | Trim |
| 18 | ZBIO | Zenas Biopharma Inc | +0.4% | -9.34% | Trim |
| 19 | PHVS | Pharvaris N.V. | +0.4% | — | Unchanged |
| 20 | AMLX | Amylyx Pharmaceuticals Inc | +0.3% | — | Add |
| 21 | VERA | Vera Therapeutics Inc | +0.3% | — | Add |
| 22 | SRRK | Scholar Rock Holding CORP | +0.3% | — | Add |
| 23 | DYN | Dyne Therapeutics Inc | +0.3% | +41.84% | Add |
| 24 | ELVN | Enliven Therapeutics Inc | +0.3% | -2.18% | Add |
| 25 | GOSS | Gossamer Bio Inc | +0.3% | — | Unchanged |
| 26 | ARDX | Ardelyx Inc | +0.3% | — | Add |
| 27 | REGN | Regeneron Pharmaceuticals | +0.3% | — | Add |
| 28 | CLDX | Celldex Therapeutics Inc | +0.3% | -11.21% | Trim |
| 29 | KYMR | Kymera Therapeutics Inc | +0.3% | — | Trim |
| 30 | XENE | Xenon Pharmaceuticals Inc | +0.2% | -8.58% | Trim |
| 31 | ARGX | Argenx Se - Adr | +0.2% | -18.78% | Trim |
| 32 | TLPH | Talphera Inc | +0.2% | +1034.17% | Add |
| 33 | AKRO | Akero Therapeutics Inc | +0.2% | -2.19% | Trim |
| 34 | SION | Sionna Therapeutics Inc | +0.1% | — | Unchanged |
| 35 | ATEC | Alphatec Holdings Inc | +0.1% | +13.08% | Add |
| 36 | SLNOEUR | Soleno Therapeutics Inc | +0.1% | — | Add |
| 37 | BCAX | Bicara Therapeutics Inc | +0.1% | +10.29% | Add |
| 38 | GOSS 5 06-01-27Bond | Gossamer Bio Inc | +0.1% | — | Unchanged |
| 39 | ACRS | Aclaris Therapeutics Inc | +0.1% | -3.35% | Trim |
| 40 | KRRO | Korro Bio Inc | +0.1% | — | Unchanged |
| 41 | NGNE | Neurogene Inc | 0% | — | Unchanged |
| 42 | CATX | Perspective Therapeutics Inc | 0% | — | Unchanged |
| 43 | FOCL | Edap Tms SA -adr | 0% | — | Unchanged |
| 44 | TVTX | Travere Therapeutics Inc | 0% | +13.45% | Trim |
| 45 | APLSUSD | Apellis Pharmaceuticals Inc | 0% | +9.13% | Add |
| 46 | JSPR | Jasper Therapeutics Inc | 0% | +101.90% | Add |
| 47 | DHR | Danaher CORP | 0% | +4.24% | Add |
| 48 | APLT | Applied Therapeutics Inc | 0% | — | Add |
| 49 | AM6 | Amicus Therapeutics Inc | 0% | -0.66% | Add |
| 50 | EVH | Evolent Health Inc - A | — | +4.58% | Add |
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 92 disclosed positions in Q3 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, RYTM) accounted for 18.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CAI
市值: $24.0M
Top Position Liquidated / Trimmed
2655787D
前期市值: $89.2M
During Q3 2025, Rock Springs Capital Management LP's top holdings by market value included ARGX (6.2%)、LLY (4.7%)、RYTM (4.2%). The largest single position, ARGX, represented 6.2% of total portfolio value.
In Q3 2025, Rock Springs Capital Management LP made 105 total portfolio adjustments, initiating 18 new buys, adding to 28 positions, trimming 37 holdings, and fully liquidating 22 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.
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