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CIK: 0001595725
Total reported value
$2.0B
$2.0B
98 檔
23.0%
As reported in its official Q4 2025 Form 13F filing, Rock Springs Capital Management LP's tracked investment portfolio stood at $2.0B with 98 total positions.
In Q4 2025, Rock Springs Capital Management LP displayed an active expansion posture, initiating 18 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.81% | +0.43% | — | |
| 2 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 5.45% | +3.17% | — | |
| 3 | ARGX | Argenx Se - Adr | Stock-Healthcare | 4.45% | -1.85% | -27.67% | |
| 4 | TVTX | Travere Therapeutics Inc | Stock-Other | 4.33% | +3.45% | +2.10% | |
| 5 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 4.17% | -0.69% | +1.36% | |
| 6 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.81% | +0.21% | -3.08% | |
| 7 | EXK | Exact Sciences CORP | Stock-Materials | 3.13% | — | +1.40% | |
| 8 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.09% | +0.14% | +0.15% | |
| 9 | INSM | Insmed Inc | Stock-Healthcare | 2.85% | -1.15% | -17.08% | |
| 10 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.67% | -0.14% | -21.33% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.38% | -0.75% | — | |
| 12 | CDTX | Cidara Therapeutics Inc | Stock-Other | 2.32% | — | -17.85% | |
| 13 | ASND | Ascendis Pharma A/S | Stock-Other | 2.23% | -2.62% | EXIT | |
| 14 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.14% | -0.25% | — | |
| 15 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.98% | +0.10% | +10.32% | |
| 16 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.95% | -0.81% | +10.77% | |
| 17 | PEN | Penumbra Inc | Stock-Healthcare | 1.92% | -0.55% | — | |
| 18 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.81% | -0.61% | -7.51% | |
| 19 | SRRK | Scholar Rock Holding CORP | Stock-Other | 1.66% | -0.22% | -7.64% | |
| 20 | COGT | Cogent Biosciences Inc | Stock-Other | 1.55% | -0.45% | -15.80% | |
| 21 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.49% | +0.08% | +1.68% | |
| 22 | VERA | Vera Therapeutics Inc | Stock-Other | 1.48% | -0.29% | -7.91% | |
| 23 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.45% | -0.46% | -4.04% | |
| 24 | AM6 | Amicus Therapeutics Inc | Stock-Other | 1.41% | -0.02% | EXIT | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.39% | -0.23% | EXIT | |
| 26 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.27% | -0.25% | — | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 1.18% | -0.19% | +9.59% | |
| 28 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.12% | -0.63% | -16.63% | |
| 29 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.09% | -0.08% | -9.71% | |
| 30 | CMPX | Compass Therapeutics Inc | Stock-Other | 1.08% | -0.65% | -12.24% | |
| 31 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.06% | -0.15% | -6.17% | |
| 32 | AZTA | Azenta Inc | Stock-Other | 0.97% | -0.21% | +5.31% | |
| 33 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.96% | +0.05% | -4.02% | |
| 34 | CAI | Caris Life Sciences Inc | Stock-Other | 0.95% | -0.17% | -13.38% | |
| 35 | ZBIO | Zenas Biopharma Inc | Stock-Other | 0.93% | +0.04% | -13.54% | |
| 36 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.92% | -0.02% | +10.79% | |
| 37 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.91% | +0.02% | +39.83% | |
| 38 | PHVS | Pharvaris N.V. | Stock-Other | 0.89% | +0.02% | — | |
| 39 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.80% | -0.06% | +4.72% | |
| 40 | PHR | Phreesia Inc | Stock-Other | 0.76% | +0.05% | +17.02% | |
| 41 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 0.73% | -0.14% | +2.57% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.72% | +0.02% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.44% | — | |
| 44 | ARDX | Ardelyx Inc | Stock-Other | 0.69% | -0.25% | +0.58% | |
| 45 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.69% | +0.13% | -3.38% | |
| 46 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.64% | -0.28% | — | |
| 47 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.63% | -0.76% | +16.37% | |
| 48 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.62% | +0.13% | +18.55% | |
| 49 | OMDA | Omada Health Inc | Stock-Other | 0.60% | — | -19.56% | |
| 50 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.59% | -0.51% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +1.8% | — | Unchanged |
| 2 | TVTX | Travere Therapeutics Inc | +1.3% | +2.10% | Add |
| 3 | EXK | Exact Sciences CORP | +1.2% | +1.40% | Add |
| 4 | LLY | Eli Lilly & Co | +1.1% | — | Unchanged |
| 5 | GPCR | Structure Therapeutics Inc | +1.1% | -21.33% | Trim |
| 6 | CDTX | Cidara Therapeutics Inc | +0.9% | -17.85% | Trim |
| 7 | COGT | Cogent Biosciences Inc | +0.7% | -15.80% | Trim |
| 8 | AM6 | Amicus Therapeutics Inc | +0.5% | -0.90% | Trim |
| 9 | XBI | Ss Spdr S&p Biotech ETF | +0.5% | +46.29% | Add |
| 10 | KYMR | Kymera Therapeutics Inc | +0.5% | +10.32% | Add |
| 11 | MDGL | Madrigal Pharmaceuticals Inc | +0.5% | +1.36% | Add |
| 12 | VERA | Vera Therapeutics Inc | +0.4% | -7.91% | Trim |
| 13 | 260 | Centessa Pharmaceuticals-adr | +0.3% | +367.96% | Add |
| 14 | DYN | Dyne Therapeutics Inc | +0.3% | +10.79% | Add |
| 15 | ISRG | Intuitive Surgical Inc | +0.2% | — | Unchanged |
| 16 | EYPT | Eyepoint Inc | +0.2% | +717.37% | Add |
| 17 | ZBIO | Zenas Biopharma Inc | +0.2% | -13.54% | Trim |
| 18 | ACRS | Aclaris Therapeutics Inc | +0.2% | -3.38% | Trim |
| 19 | NBIX | Neurocrine Biosciences Inc | +0.2% | +39.83% | Add |
| 20 | MBX | Mbx Biosciences Inc | +0.2% | — | Unchanged |
| 21 | CMPX | Compass Therapeutics Inc | +0.2% | -12.24% | Trim |
| 22 | MRSN | Mersana Therapeutics Inc | +0.2% | — | Unchanged |
| 23 | BBIO | Bridgebio Pharma Inc | +0.2% | +21.76% | Add |
| 24 | PEN | Penumbra Inc | +0.1% | — | Unchanged |
| 25 | INSP | Inspire Medical Systems Inc | +0.1% | +18.55% | Add |
| 26 | TARS | Tarsus Pharmaceuticals Inc | +0.1% | -9.71% | Trim |
| 27 | PCVX | Vaxcyte Inc | +0.1% | +323.42% | Add |
| 28 | ATEC | Alphatec Holdings Inc | +0.1% | — | Unchanged |
| 29 | APLSUSD | Apellis Pharmaceuticals Inc | +0.1% | +63.59% | Add |
| 30 | AZTA | Azenta Inc | +0.1% | +5.31% | Add |
| 31 | FOCL | Edap Tms SA -adr | +0.1% | +1.30% | Add |
| 32 | SION | Sionna Therapeutics Inc | 0% | — | Unchanged |
| 33 | REGN | Regeneron Pharmaceuticals | 0% | -10.62% | Trim |
| 34 | BCAX | Bicara Therapeutics Inc | 0% | +15.76% | Add |
| 35 | MLTX | Moonlake Immunotherapeutics | 0% | +118.79% | Add |
| 36 | NAMS | NewAmsterdam Pharma Company N.V. | 0% | -6.17% | Trim |
| 37 | GOSS | Gossamer Bio Inc | 0% | — | Unchanged |
| 38 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 39 | TLPH | Talphera Inc | 0% | — | Unchanged |
| 40 | OCUL | Ocular Therapeutix Inc | 0% | +15.27% | Add |
| 41 | DHR | Danaher CORP | 0% | — | Unchanged |
| 42 | ALKS | Alkermes plc | 0% | +30.69% | Add |
| 43 | NGNE | Neurogene Inc | — | — | Unchanged |
| 44 | NUVB-WS | Nuvation Bio Inc -cw27 | — | — | Unchanged |
| 45 | PHVS | Pharvaris N.V. | 0% | — | Unchanged |
| 46 | SLNOEUR | Soleno Therapeutics Inc | 0% | +59.88% | Add |
| 47 | EW | Edwards Lifesciences CORP | 0% | -6.25% | Trim |
| 48 | ARDX | Ardelyx Inc | -0.1% | +0.58% | Add |
| 49 | JSPR | Jasper Therapeutics Inc | -0.1% | — | Unchanged |
| 50 | JANX | Janux Therapeutics Inc | -0.1% | +70.56% | 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 98 disclosed positions in Q4 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 LLY, RVMD, ARGX) accounted for 23.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNH
市值: $13.5M
Top Position Liquidated / Trimmed
MERUS N V
前期市值: $56.2M
During Q4 2025, Rock Springs Capital Management LP's top holdings by market value included LLY (5.8%)、RVMD (5.5%)、ARGX (4.5%). The largest single position, LLY, represented 5.8% of total portfolio value.
In Q4 2025, Rock Springs Capital Management LP made 89 total portfolio adjustments, initiating 18 new buys, adding to 32 positions, trimming 27 holdings, and fully liquidating 12 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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