13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001595725
Total reported value
$2.0B
$2.0B
100 檔
21.7%
According to the latest 13F quarterly dataset, Rock Springs Capital Management LP managed an equity portfolio of $2.0B at the end of Q1 2026, spanning 100 distinct U.S. exchange-listed positions.
In Q1 2026, Rock Springs Capital Management LP displayed an active expansion posture, initiating 11 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 6.93% | +3.17% | -9.42% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.35% | +0.43% | -6.36% | |
| 3 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 5.28% | -0.69% | +22.48% | |
| 4 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 4.42% | +0.14% | +6.43% | |
| 5 | ARGX | Argenx Se - Adr | Stock-Healthcare | 4.24% | -1.85% | -4.60% | |
| 6 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.54% | +0.21% | -0.76% | |
| 7 | INSM | Insmed Inc | Stock-Healthcare | 3.03% | -1.15% | -1.55% | |
| 8 | ASND | Ascendis Pharma A/S | Stock-Other | 2.62% | -2.62% | EXIT | |
| 9 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.62% | -0.61% | -3.14% | |
| 10 | TVTX | Travere Therapeutics Inc | Stock-Other | 2.59% | +3.45% | -33.13% | |
| 11 | KYMR | Kymera Therapeutics Inc | Stock-Other | 2.44% | +0.10% | — | |
| 12 | PEN | Penumbra Inc | Stock-Healthcare | 2.33% | -0.55% | — | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.23% | -0.75% | — | |
| 14 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.14% | -0.22% | +0.86% | |
| 15 | ELVN | Enliven Therapeutics Inc | Stock-Other | 1.91% | -0.76% | +3.52% | |
| 16 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.91% | -0.81% | +29.13% | |
| 17 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.82% | -0.25% | +11.38% | |
| 18 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.82% | -0.14% | -14.44% | |
| 19 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.59% | -0.63% | — | |
| 20 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.50% | +0.08% | -3.82% | |
| 21 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.44% | -0.46% | +3.86% | |
| 22 | COGT | Cogent Biosciences Inc | Stock-Other | 1.42% | -0.45% | -26.49% | |
| 23 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.39% | -0.25% | — | |
| 24 | DXCM | Dexcom Inc | Stock-Healthcare | 1.32% | -0.19% | +2.39% | |
| 25 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.22% | +0.05% | -6.10% | |
| 26 | VERA | Vera Therapeutics Inc | Stock-Other | 1.19% | -0.29% | -11.43% | |
| 27 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.17% | +0.02% | +19.88% | |
| 28 | ACLXGBX | Arcellx Inc | Stock-Other | 1.15% | -1.15% | EXIT | |
| 29 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.11% | -0.15% | — | |
| 30 | PHVS | Pharvaris N.V. | Stock-Other | 1.07% | +0.02% | +3.55% | |
| 31 | ERAS | Erasca Inc | Stock-Other | 1.05% | +0.20% | +15.95% | |
| 32 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.04% | -0.02% | +6.49% | |
| 33 | CMPX | Compass Therapeutics Inc | Stock-Other | 1.03% | -0.65% | -15.84% | |
| 34 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.99% | +0.13% | +0.42% | |
| 35 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 0.93% | -0.08% | -13.51% | |
| 36 | MMED | Minimed Group Inc | Stock-Other | 0.93% | +0.18% | — | |
| 37 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 0.90% | -0.14% | +0.39% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.44% | +29.90% | |
| 39 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.82% | -0.82% | EXIT | |
| 40 | HTFL | Heartflow Inc | Stock-Other | 0.82% | — | +106.16% | |
| 41 | ARDX | Ardelyx Inc | Stock-Other | 0.81% | -0.25% | — | |
| 42 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.79% | -0.28% | — | |
| 43 | AZTA | Azenta Inc | Stock-Other | 0.71% | -0.21% | — | |
| 44 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.70% | -0.06% | +2.84% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | +0.02% | — | |
| 46 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 0.65% | — | +161.47% | |
| 47 | CAI | Caris Life Sciences Inc | Stock-Other | 0.59% | -0.17% | -18.11% | |
| 48 | ZBIO | Zenas Biopharma Inc | Stock-Other | 0.58% | +0.04% | — | |
| 49 | BCAX | Bicara Therapeutics Inc | Stock-Other | 0.57% | +0.21% | +13.98% | |
| 50 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.56% | -0.03% | +23.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +1.5% | -9.42% | Trim |
| 2 | MIRM | Mirum Pharmaceuticals Inc | +1.3% | +6.43% | Add |
| 3 | ELVN | Enliven Therapeutics Inc | +1.3% | +3.52% | Add |
| 4 | MDGL | Madrigal Pharmaceuticals Inc | +1.1% | +22.48% | Add |
| 5 | ERAS | Erasca Inc | +0.9% | +15.95% | Add |
| 6 | XENE | Xenon Pharmaceuticals Inc | +0.8% | -3.14% | Trim |
| 7 | ACLXGBX | Arcellx Inc | +0.6% | — | Unchanged |
| 8 | SRRK | Scholar Rock Holding CORP | +0.5% | +0.86% | Add |
| 9 | AGIO | Agios Pharmaceuticals Inc | +0.5% | — | Unchanged |
| 10 | KYMR | Kymera Therapeutics Inc | +0.5% | — | Unchanged |
| 11 | PTCT | Ptc Therapeutics Inc | +0.4% | +161.47% | Add |
| 12 | PEN | Penumbra Inc | +0.4% | — | Unchanged |
| 13 | 260 | Centessa Pharmaceuticals-adr | +0.4% | +8.58% | Add |
| 14 | HTFL | Heartflow Inc | +0.4% | +106.16% | Add |
| 15 | ASND | Ascendis Pharma A/S | +0.4% | -4.67% | Trim |
| 16 | TNGX | Tango Therapeutics Inc | +0.3% | — | Unchanged |
| 17 | ACRS | Aclaris Therapeutics Inc | +0.3% | +0.42% | Add |
| 18 | NBIX | Neurocrine Biosciences Inc | +0.3% | +19.88% | Add |
| 19 | CLDX | Celldex Therapeutics Inc | +0.3% | -6.10% | Trim |
| 20 | APLSUSD | Apellis Pharmaceuticals Inc | +0.2% | +8.14% | Add |
| 21 | BCAX | Bicara Therapeutics Inc | +0.2% | +13.98% | Add |
| 22 | INSM | Insmed Inc | +0.2% | -1.55% | Trim |
| 23 | ALKS | Alkermes plc | +0.2% | +32.15% | Add |
| 24 | PHVS | Pharvaris N.V. | +0.2% | +3.55% | Add |
| 25 | ZLAB | Zai Lab Ltd-adr | +0.2% | +0.39% | Add |
| 26 | UNH | Unitedhealth Group Inc | +0.2% | +29.90% | Add |
| 27 | BBIO | Bridgebio Pharma Inc | +0.2% | +23.91% | Add |
| 28 | SMMT | Summit Therapeutics Inc | +0.2% | — | Unchanged |
| 29 | DXCM | Dexcom Inc | +0.1% | +2.39% | Add |
| 30 | 430 | Terns Pharmaceuticals Inc | +0.1% | +4.86% | Add |
| 31 | THC | Tenet Healthcare CORP | +0.1% | — | Unchanged |
| 32 | ARDX | Ardelyx Inc | +0.1% | — | Unchanged |
| 33 | DYN | Dyne Therapeutics Inc | +0.1% | +6.49% | Add |
| 34 | PCVX | Vaxcyte Inc | +0.1% | +28.19% | Add |
| 35 | AMLX | Amylyx Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 36 | FOCL | Edap Tms SA -adr | +0.1% | +7.11% | Add |
| 37 | IMNM | Immunome Inc | +0.1% | — | Unchanged |
| 38 | ROIV | Roivant Sciences Ltd. | +0.1% | +9.30% | Add |
| 39 | CYTK | Cytokinetics Inc | +0.1% | +26.53% | Add |
| 40 | REGN | Regeneron Pharmaceuticals | +0.1% | — | Unchanged |
| 41 | NAMS | NewAmsterdam Pharma Company N.V. | +0.1% | — | Unchanged |
| 42 | MBX | Mbx Biosciences Inc | +0.1% | +1.89% | Add |
| 43 | JANX | Janux Therapeutics Inc | +0.1% | +2.29% | Add |
| 44 | JAZZ | Jazz Pharmaceuticals plc | 0% | +228.57% | Add |
| 45 | MLTX | Moonlake Immunotherapeutics | 0% | — | Unchanged |
| 46 | CORT | Corcept Therapeutics Inc | 0% | — | Unchanged |
| 47 | SION | Sionna Therapeutics Inc | 0% | — | Unchanged |
| 48 | OLMA | Olema Pharmaceuticals Inc | 0% | +73.43% | Add |
| 49 | RARE | Ultragenyx Pharmaceutical In | 0% | -3.82% | Trim |
| 50 | RCUS | Arcus Biosciences Inc | 0% | — | Unchanged |
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 100 disclosed positions in Q1 2026.
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 RVMD, LLY, MDGL) accounted for 21.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MMED
市值: $15.7M
Top Position Liquidated / Trimmed
EXK
前期市值: $61.1M
During Q1 2026, Rock Springs Capital Management LP's top holdings by market value included RVMD (6.9%)、LLY (5.3%)、MDGL (5.3%). The largest single position, RVMD, represented 6.9% of total portfolio value.
In Q1 2026, Rock Springs Capital Management LP made 81 total portfolio adjustments, initiating 11 new buys, adding to 37 positions, trimming 24 holdings, and fully liquidating 9 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.