Rock Springs Capital Management LP OMDA OMADA HEALTH INC

Ownership history in Rock Springs Capital Management LP  ·  4 quarters on record

AI Ownership Summary

Rock Springs Capital Management LP reported OMADA HEALTH INC (OMDA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.19% in 2025 Q3. The latest visible filing shows OMDA at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OMDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rock Springs Capital Management LP's position in OMADA HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OMDA was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rock Springs Capital Management LP held OMDA — position size vs. price
% of Fund (quarterly)    OMDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 26.9% +72.4% 541,000 -199,000 -26.9% 0.40% $6.8M 2026-05-15 $16.56
2025 Q4 REDUCED 19.6% -20.3% 740,000 -179,950 -19.6% 0.60% $11.7M 2026-02-17 $11.46
2025 Q3 REDUCED 919,950 -1 -0.0% 1.19% $20.3M 2025-11-14 $20.05
2025 Q2 INITIATED 919,951 1.05% $16.8M 2025-08-14 $20.41

FAQ About Rock Springs Capital Management LP and OMDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rock Springs Capital Management LP reported owning OMDA?

Rock Springs Capital Management LP reported OMDA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported OMDA position in Rock Springs Capital Management LP's portfolio?

The largest reported portfolio weight for OMDA was 1.19% in 2025 Q3.

What is the latest reported OMDA position on this page?

The most recent filing on this page is 2026 Q1, when Rock Springs Capital Management LP reported 541,000 shares, equal to 0.40% of portfolio, with an estimated market value of $6.8M.

What does the chart on this OMDA ownership page compare?

The chart compares Rock Springs Capital Management LP's quarterly OMDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rock Springs Capital Management LP time their OMDA position?

Based on 13F filing dates vs. subsequent OMDA price moves, Rock Springs Capital Management LP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on OMDA relative to SPY over the holding period was +164527.8%.

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