Rock Springs Capital Management LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.2T
Holdings
144
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 487,000 | $107.4B | 4.87% | |
| 2 | —ADVANCED ACCELERATOR APPLIC | 825,500 | $67.4B | 3.06% | |
| 3 | CICIGNA CORPORATION | 321,000 | $65.2B | 2.96% | |
| 4 | ALXNALEXION PHARMACEUTICALS INC | 480,000 | $57.4B | 2.60% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 143,900 | $52.5B | 2.38% | |
| 6 | PCRXPACIRA PHARMACEUTICALS INC | 1,106,700 | $50.5B | 2.29% | |
| 7 | MRKMERCK & CO INC | 850,700 | $47.9B | 2.17% | |
| 8 | —GW PHARMACEUTICALS PLC | 354,000 | $46.7B | 2.12% | |
| 9 | —TESARO INC | 548,500 | $45.5B | 2.06% | |
| 10 | PRAHPRA HEALTH SCIENCES INC | 477,500 | $43.5B | 1.97% | |
| 11 | MOHMOLINA HEALTHCARE INC | 567,000 | $43.5B | 1.97% | |
| 12 | —AETNA INC NEW | 239,000 | $43.1B | 1.96% | |
| 13 | ACHCACADIA HEALTHCARE COMPANY IN | 1,253,500 | $40.9B | 1.86% | |
| 14 | NBIXNEUROCRINE BIOSCIENCES INC | 486,000 | $37.7B | 1.71% | |
| 15 | PBYIPUMA BIOTECHNOLOGY INC | 373,500 | $36.9B | 1.68% | |
| 16 | COLLCOLLEGIUM PHARMACEUTICAL INC | 1,885,729 | $34.8B | 1.58% | |
| 17 | —SPARK THERAPEUTICS INC | 615,000 | $31.6B | 1.43% | |
| 18 | CELGCELGENE CORP | 303,000 | $31.6B | 1.43% | |
| 19 | MDGLMADRIGAL PHARMACEUTICALS INC | 342,000 | $31.4B | 1.42% | |
| 20 | —RADIUS HEALTH INC | 943,000 | $30.0B | 1.36% | |
| 21 | PENPENUMBRA INC | 310,500 | $29.2B | 1.33% | |
| 22 | JNJJOHNSON & JOHNSON | 200,000 | $27.9B | 1.27% | |
| 23 | WCGEURWELLCARE HEALTH PLANS INC | 134,000 | $26.9B | 1.22% | |
| 24 | —LOXO ONCOLOGY INC | 310,000 | $26.1B | 1.18% | |
| 25 | ONCBEIGENE LTD | 266,000 | $26.0B | 1.18% | |
| 26 | VRTXVERTEX PHARMACEUTICALS INC | 171,250 | $25.7B | 1.16% | |
| 27 | EXASEXACT SCIENCES CORP | 434,900 | $22.9B | 1.04% | |
| 28 | TFXTELEFLEX INC | 91,750 | $22.8B | 1.04% | |
| 29 | IRTCIRHYTHM TECHNOLOGIES INC | 406,000 | $22.8B | 1.03% | |
| 30 | GILDGILEAD SCIENCES INC | 313,400 | $22.5B | 1.02% | |
| 31 | —MERSANA THERAPEUTICS INC | 1,326,800 | $21.8B | 0.99% | |
| 32 | EWEDWARDS LIFESCIENCES CORP | 190,001 | $21.4B | 0.97% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 110,000 | $20.9B | 0.95% | |
| 34 | ASMBASSEMBLY BIOSCIENCES INC | 450,000 | $20.4B | 0.92% | |
| 35 | SYKSTRYKER CORP | 126,500 | $19.6B | 0.89% | |
| 36 | —AVEXIS INC | 175,000 | $19.4B | 0.88% | |
| 37 | IM8NINSMED INC | 613,500 | $19.1B | 0.87% | |
| 38 | —MEDICINES CO | 690,000 | $18.9B | 0.86% | |
| 39 | WTWWILLIS TOWERS WATSON PUB LTD | 123,000 | $18.5B | 0.84% | |
| 40 | TBPHTHERAVANCE BIOPHARMA INC | 652,600 | $18.2B | 0.83% | |
| 41 | GLPGGALAPAGOS NV | 185,000 | $17.3B | 0.79% | |
| 42 | INCYINCYTE CORP | 182,500 | $17.3B | 0.78% | |
| 43 | BIIBBIOGEN INC | 53,000 | $16.9B | 0.77% | |
| 44 | JAZZJAZZ PHARMACEUTICALS PLC | 123,700 | $16.7B | 0.76% | |
| 45 | —EPIZYME INC | 1,325,000 | $16.6B | 0.75% | |
| 46 | ALNYALNYLAM PHARMACEUTICALS INC | 130,000 | $16.5B | 0.75% | |
| 47 | —AUDENTES THERAPEUTICS INC | 525,000 | $16.4B | 0.74% | |
| 48 | AMRNAMARIN CORP PLC | 3,950,000 | $15.8B | 0.72% | |
| 49 | —PORTOLA PHARMACEUTICALS INC | 323,800 | $15.8B | 0.72% | |
| 50 | CLVSEURCLOVIS ONCOLOGY INC | 231,500 | $15.7B | 0.71% | |
| 51 | —WRIGHT MED GROUP N V | 700,000 | $15.5B | 0.71% | |
| 52 | FGENEURFIBROGEN INC | 325,000 | $15.4B | 0.70% | |
| 53 | ARDXARDELYX INC | 2,275,557 | $15.0B | 0.68% | |
| 54 | BAXBAXTER INTL INC | 230,000 | $14.9B | 0.67% | |
| 55 | AFWALIGN TECHNOLOGY INC | 66,750 | $14.8B | 0.67% | |
| 56 | ZBHZIMMER BIOMET HLDGS INC | 119,000 | $14.4B | 0.65% | |
| 57 | SRPTSAREPTA THERAPEUTICS INC | 258,000 | $14.4B | 0.65% | |
| 58 | ANABANAPTYSBIO INC | 142,400 | $14.3B | 0.65% | |
| 59 | HOLXHOLOGIC INC | 335,000 | $14.3B | 0.65% | |
| 60 | AXGNAXOGEN INC | 477,500 | $13.5B | 0.61% | |
| 61 | AM6AMICUS THERAPEUTICS INC | 910,000 | $13.1B | 0.59% | |
| 62 | —HEALTHSOUTH CORP | 265,000 | $13.1B | 0.59% | |
| 63 | PRTAPROTHENA CORP PLC | 335,000 | $12.6B | 0.57% | Call |
| 64 | —ALDER BIOPHARMACEUTICALS INC | 1,055,000 | $12.1B | 0.55% | |
| 65 | NVTA1EURINVITAE CORP | 1,306,000 | $11.9B | 0.54% | |
| 66 | —DERMIRA INC | 420,000 | $11.7B | 0.53% | |
| 67 | ASNDASCENDIS PHARMA A S | 280,000 | $11.2B | 0.51% | |
| 68 | —INTERSECT ENT INC | 345,000 | $11.2B | 0.51% | |
| 69 | BMRNBIOMARIN PHARMACEUTICAL INC | 125,000 | $11.1B | 0.51% | |
| 70 | —AIMMUNE THERAPEUTICS INC | 293,000 | $11.1B | 0.50% | |
| 71 | 2L9BLUEPRINT MEDICINES CORP | 146,500 | $11.0B | 0.50% | |
| 72 | —JUNO THERAPEUTICS INC | 230,000 | $10.5B | 0.48% | |
| 73 | —ODONATE THERAPEUTICS INC | 410,000 | $10.3B | 0.47% | |
| 74 | ACRSACLARIS THERAPEUTICS INC | 415,000 | $10.2B | 0.46% | |
| 75 | RIGLUSDRIGEL PHARMACEUTICALS INC | 2,475,000 | $9.6B | 0.44% | |
| 76 | INGNINOGEN INC | 80,000 | $9.5B | 0.43% | |
| 77 | —FIVE PRIME THERAPEUTICS INC | 425,000 | $9.3B | 0.42% | |
| 78 | HQYHEALTHEQUITY INC | 195,000 | $9.1B | 0.41% | |
| 79 | —ZOGENIX INC | 225,500 | $9.0B | 0.41% | |
| 80 | —CHINA CORD BLOOD CORP | 880,000 | $8.8B | 0.40% | |
| 81 | —RETROPHIN INC | 400,000 | $8.4B | 0.38% | |
| 82 | —OBSEVA SA | 840,000 | $8.2B | 0.37% | |
| 83 | —ALMOST FAMILY INC | 147,540 | $8.2B | 0.37% | |
| 84 | —PARATEK PHARMACEUTICALS INC | 450,000 | $8.1B | 0.37% | |
| 85 | —BLUEBIRD BIO INC | 45,000 | $8.0B | 0.36% | |
| 86 | —RTI SURGICAL INC | 1,950,000 | $8.0B | 0.36% | |
| 87 | RAREULTRAGENYX PHARMACEUTICAL IN | 163,000 | $7.6B | 0.34% | |
| 88 | SG7SAGE THERAPEUTICS INC | 45,000 | $7.4B | 0.34% | |
| 89 | ARNAEURARENA PHARMACEUTICALS INC | 215,000 | $7.3B | 0.33% | |
| 90 | —THERAPEUTICSMD INC | 1,175,000 | $7.1B | 0.32% | |
| 91 | SGENEURSEATTLE GENETICS INC | 125,000 | $6.7B | 0.30% | |
| 92 | —BIOHAVEN PHARMACTL HLDG CO L | 244,000 | $6.6B | 0.30% | |
| 93 | —CLEMENTIA PHARMACEUTICALS IN | 345,000 | $6.5B | 0.30% | |
| 94 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 935,000 | $6.5B | 0.30% | |
| 95 | —ACHILLION PHARMACEUTICALS IN | 2,250,000 | $6.5B | 0.29% | |
| 96 | —STERIS PLC | 74,000 | $6.5B | 0.29% | |
| 97 | ZLABZAI LAB LTD | 295,000 | $6.3B | 0.28% | |
| 98 | —ABLYNX NV | 250,000 | $6.2B | 0.28% | |
| 99 | SPROSPERO THERAPEUTICS INC | 525,000 | $6.2B | 0.28% | |
| 100 | TTPHEURTETRAPHASE PHARMACEUTICALS I | 950,000 | $6.0B | 0.27% |
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