2026 Q1 Portfolio Activity
In 2026 Q1, Rock Springs Capital Management LP maintained a portfolio of 109 distinct positions. The most significant new addition was STRYKER CORPORATION, now representing 0.29% of the total fund value. They heavily accumulated shares in MIRUM PHARMACEUTICALS INC, increasing the position by 6.4%. Conversely, Rock Springs Capital Management LP completely exited their position in EXACT SCIENCES CORP.
Position History
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Total Positions
109
Quarter
2026 Q1
Top Holding
RVMD (6.9%)
Top 10 Concentration
40.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 109
Rock Springs Capital Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 6.93% | 5.45% |
#1
1
Prev: #2
|
5.3 |
—
|
-125,805 | -9.4% |
P
S
|
1,209,465 | $117,620,471 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 5.35% | 5.81% |
#2
1
Prev: #1
|
4.1 |
—
|
-6,700 | -6.4% |
P
S
|
98,700 | $90,781,299 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDGL
MADRIGAL PHARMA...
|
Healthcare | 5.28% | 4.17% |
#3
2
Prev: #5
|
5.6 |
—
|
31,381 | 22.5% |
P
S
|
170,999 | $89,512,847 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 4.42% | 3.09% |
#4
4
Prev: #8
|
4.3 |
—
|
49,000 | 6.4% |
P
S
|
811,294 | $74,947,340 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARGX
ARGENX SE
|
Healthcare | 4.24% | 4.45% |
#5
2
Prev: #3
|
2.7 |
—
|
-4,750 | -4.6% |
P
S
|
98,500 | $71,929,625 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RYTM
RHYTHM PHARMACE...
|
Healthcare | 3.54% | 3.81% |
#6
Prev: #6
|
1.9 |
—
|
-5,262 | -0.8% |
P
S
|
689,748 | $59,987,384 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INSM
INSMED INC
|
Healthcare | 3.03% | 2.85% |
#7
2
Prev: #9
|
1.7 |
—
|
-4,950 | -1.6% |
P
S
|
314,300 | $51,394,336 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASND
ASCENDIS PHARMA...
|
Healthcare | 2.62% | 2.23% |
#8
5
Prev: #13
|
1.5 |
—
|
-9,500 | -4.7% |
P
S
|
194,000 | $44,373,620 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 2.62% | 1.81% |
#9
9
Prev: #18
|
1.5 |
—
|
-24,768 | -3.1% |
P
S
|
763,020 | $44,369,613 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 2.59% | 4.33% |
#10
6
Prev: #4
|
1.0 |
—
|
-732,368 | -33.1% |
P
S
|
1,477,954 | $43,910,013 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 2.44% | 1.98% |
#11
4
Prev: #15
|
2.0 |
—
|
no change | no change |
P
S
|
496,871 | $41,384,386 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEN
PENUMBRA INC
|
Healthcare | 2.33% | 1.92% |
#12
5
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
120,500 | $39,568,585 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.23% | 2.38% |
#13
2
Prev: #11
|
1.9 |
—
|
no change | no change |
P
S
|
82,000 | $37,801,180 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 2.14% | 1.66% |
#14
5
Prev: #19
|
1.4 |
—
|
6,339 | 0.9% |
P
S
|
739,816 | $36,369,355 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 1.91% | 0.63% |
#15
32
Prev: #47
|
1.3 |
—
|
28,095 | 3.5% |
P
S
|
826,500 | $32,398,800 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 1.91% | 1.95% |
#16
Prev: #16
|
3.3 |
—
|
116,250 | 29.1% |
P
S
|
515,300 | $32,335,075 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 1.82% | 2.14% |
#17
3
Prev: #14
|
2.7 |
—
|
26,750 | 11.4% |
P
S
|
261,750 | $30,891,735 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.82% | 2.67% |
#18
8
Prev: #10
|
1.2 |
—
|
-108,019 | -14.4% |
P
S
|
640,217 | $30,858,459 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AGIO
AGIOS PHARMACEU...
|
Healthcare | 1.59% | 1.12% |
#19
9
Prev: #28
|
1.6 |
—
|
no change | no change |
P
S
|
799,163 | $27,035,684 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 1.50% | 1.49% |
#20
1
Prev: #21
|
1.1 |
—
|
-48,468 | -3.8% |
P
S
|
1,218,773 | $25,533,294 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.44% | 1.45% |
#21
2
Prev: #23
|
1.1 |
—
|
2,750 | 3.9% |
P
S
|
74,000 | $24,484,380 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 1.42% | 1.55% |
#22
2
Prev: #20
|
0.6 |
—
|
-224,875 | -26.5% |
P
S
|
624,155 | $24,023,726 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
THC
TENET HEALTHCAR...
|
Healthcare | 1.39% | 1.27% |
#23
3
Prev: #26
|
1.6 |
—
|
no change | no change |
P
S
|
125,000 | $23,588,750 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 1.32% | 1.18% |
#24
3
Prev: #27
|
1.0 |
—
|
8,300 | 2.4% |
P
S
|
355,600 | $22,331,680 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 1.22% | 0.96% |
#25
8
Prev: #33
|
1.0 |
—
|
-42,268 | -6.1% |
P
S
|
650,270 | $20,626,564 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 1.19% | 1.48% |
#26
4
Prev: #22
|
1.0 |
—
|
-64,994 | -11.4% |
P
S
|
503,585 | $20,259,225 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 1.17% | 0.91% |
#27
10
Prev: #37
|
2.5 |
—
|
24,950 | 19.9% |
P
S
|
150,450 | $19,820,283 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACLX
ARCELLX INC
|
Healthcare | 1.15% | 0.57% |
#28
23
Prev: #51
|
1.5 |
—
|
no change | no change |
P
S
|
169,859 | $19,503,210 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAMS
NEWAMSTERDAM PH...
|
Healthcare | 1.11% | 1.00% |
#29
2
Prev: #31
|
2.4 |
—
|
31,600 | 5.7% |
P
S
|
588,794 | $18,847,296 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 1.07% | 0.89% |
#30
8
Prev: #38
|
0.9 |
—
|
22,131 | 3.6% |
P
S
|
645,533 | $18,236,307 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ERAS
ERASCA INC
|
Healthcare | 1.05% | 0.18% |
#31
53
Prev: #84
|
2.4 |
—
|
151,759 | 15.9% |
P
S
|
1,103,469 | $17,854,128 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DYN
DYNE THERAPEUTI...
|
Healthcare | 1.04% | 0.92% |
#32
4
Prev: #36
|
2.4 |
—
|
59,243 | 6.5% |
P
S
|
972,198 | $17,625,950 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 1.03% | 1.08% |
#33
3
Prev: #30
|
0.9 |
—
|
-621,894 | -15.8% |
P
S
|
3,305,308 | $17,485,079 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACRS
ACLARIS THERAPE...
|
Healthcare | 0.99% | 0.69% |
#34
11
Prev: #45
|
0.9 |
—
|
18,909 | 0.4% |
P
S
|
4,472,650 | $16,772,438 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 0.93% | 1.09% |
#35
6
Prev: #29
|
0.9 |
—
|
-35,165 | -13.5% |
P
S
|
225,179 | $15,796,307 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
MINIMED GROUP I...
|
|
Unknown | 0.93% | — |
#36
Prev: #—
|
3.9 |
—
|
1,055,000 | — |
NEW
|
1,055,000 | $15,740,600 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ZLAB
ZAI LAB LTD
|
Healthcare | 0.90% | 0.73% |
#37
4
Prev: #41
|
0.9 |
—
|
3,161 | 0.4% |
P
S
|
814,707 | $15,324,639 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.85% | 0.69% |
#38
5
Prev: #43
|
2.8 |
—
|
12,200 | 29.9% |
P
S
|
53,000 | $14,341,270 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.82% | 0.42% |
#39
16
Prev: #55
|
2.3 |
—
|
27,813 | 8.6% |
P
S
|
351,828 | $13,974,608 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HTFL
HEARTFLOW INC
|
Healthcare | 0.82% | 0.42% |
#40
16
Prev: #56
|
3.3 |
—
|
294,800 | 106.2% |
P
S
|
572,500 | $13,928,925 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARDX
ARDELYX INC
|
Healthcare | 0.81% | 0.69% |
#41
3
Prev: #44
|
1.3 |
—
|
no change | no change |
P
S
|
2,299,473 | $13,773,843 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMMT
SUMMIT THERAPEU...
|
Healthcare | 0.79% | 0.64% |
#42
4
Prev: #46
|
1.3 |
—
|
no change | no change |
P
S
|
710,000 | $13,461,600 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZTA
AZENTA INC
|
Healthcare | 0.71% | 0.97% |
#43
11
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
569,100 | $12,025,083 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 0.70% | 0.80% |
#44
5
Prev: #39
|
0.8 |
—
|
12,155 | 2.8% |
P
S
|
439,751 | $11,912,855 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.69% | 0.72% |
#45
3
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
61,500 | $11,660,400 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTCT
PTC THERAPEUTIC...
|
Healthcare | 0.65% | 0.24% |
#46
24
Prev: #70
|
3.3 |
—
|
99,919 | 161.5% |
P
S
|
161,798 | $11,023,298 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAI
CARIS LIFE SCIE...
|
Healthcare | 0.59% | 0.95% |
#47
13
Prev: #34
|
0.7 |
—
|
-124,500 | -18.1% |
P
S
|
563,000 | $10,066,440 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZBIO
ZENAS BIOPHARMA...
|
Healthcare | 0.58% | 0.93% |
#48
13
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
502,077 | $9,815,605 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BCAX
BICARA THERAPEU...
|
Healthcare | 0.57% | 0.37% |
#49
12
Prev: #61
|
2.2 |
—
|
60,000 | 14.0% |
P
S
|
489,095 | $9,728,100 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.56% | 0.41% |
#50
7
Prev: #57
|
2.7 |
—
|
24,750 | 23.9% |
P
S
|
128,250 | $9,523,845 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 109 holdings