Rock Springs Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.6T
Holdings
107
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARGXARGENX SE | 229,600 | $141.2B | 5.38% | |
| 2 | ISRGINTUITIVE SURGICAL INC | 216,000 | $112.7B | 4.29% | |
| 3 | LLYELI LILLY & CO | 144,500 | $111.6B | 4.25% | |
| 4 | NBIXNEUROCRINE BIOSCIENCES INC | 720,500 | $98.3B | 3.74% | |
| 5 | 2L9BLUEPRINT MEDICINES CORP | 1,096,899 | $95.7B | 3.64% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 176,000 | $89.0B | 3.39% | |
| 7 | TVTXTRAVERE THERAPEUTICS INC | 4,973,649 | $86.6B | 3.30% | |
| 8 | MDGLMADRIGAL PHARMACEUTICALS INC | 265,212 | $81.8B | 3.12% | |
| 9 | RAREULTRAGENYX PHARMACEUTICAL IN | 1,739,813 | $73.2B | 2.79% | |
| 10 | RYTMRHYTHM PHARMACEUTICALS INC | 1,162,718 | $65.1B | 2.48% | |
| 11 | MIRMMIRUM PHARMACEUTICALS INC | 1,471,564 | $60.8B | 2.32% | |
| 12 | ALNYALNYLAM PHARMACEUTICALS INC | 256,200 | $60.3B | 2.30% | |
| 13 | PENPENUMBRA INC | 240,000 | $57.0B | 2.17% | |
| 14 | WSTWEST PHARMACEUTICAL SVSC INC | 168,750 | $55.3B | 2.10% | |
| 15 | RVMDREVOLUTION MEDICINES INC | 1,213,257 | $53.1B | 2.02% | |
| 16 | PHRPHREESIA INC | 2,040,000 | $51.3B | 1.95% | |
| 17 | XENEXENON PHARMACEUTICALS INC | 1,251,859 | $49.1B | 1.87% | |
| 18 | FRPTFRESHPET INC | 327,500 | $48.5B | 1.85% | |
| 19 | ASNDASCENDIS PHARMA A/S | 305,000 | $42.0B | 1.60% | |
| 20 | KYMRKYMERA THERAPEUTICS INC | 1,034,137 | $41.6B | 1.58% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 460,000 | $41.1B | 1.56% | |
| 22 | EWEDWARDS LIFESCIENCES CORP | 545,000 | $40.3B | 1.54% | |
| 23 | IM8NINSMED INC | 550,000 | $38.0B | 1.45% | |
| 24 | MRUSMERUS N V | 892,549 | $37.5B | 1.43% | |
| 25 | SRPTSAREPTA THERAPEUTICS INC | 307,500 | $37.4B | 1.42% | |
| 26 | IRTCIRHYTHM TECHNOLOGIES INC | 397,500 | $35.8B | 1.36% | |
| 27 | ZLABZAI LAB LTD | 1,305,337 | $34.2B | 1.30% | |
| 28 | NUVLNUVALENT INC | 429,994 | $33.7B | 1.28% | |
| 29 | MREOMEREO BIOPHARMA GROUP PLC | 9,599,170 | $33.6B | 1.28% | |
| 30 | SRRKSCHOLAR ROCK HLDG CORP | 716,782 | $31.0B | 1.18% | |
| 31 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,222,182 | $30.9B | 1.18% | |
| 32 | PODDINSULET CORP | 114,250 | $29.8B | 1.14% | |
| 33 | GPCRSTRUCTURE THERAPEUTICS INC | 1,080,963 | $29.3B | 1.12% | |
| 34 | DC4DEXCOM INC | 353,000 | $27.5B | 1.05% | |
| 35 | AKROAKERO THERAPEUTICS INC | 946,499 | $26.3B | 1.00% | |
| 36 | EXASEXACT SCIENCES CORP | 450,000 | $25.3B | 0.96% | |
| 37 | AM6AMICUS THERAPEUTICS INC | 2,599,425 | $24.5B | 0.93% | |
| 38 | INSPINSPIRE MED SYS INC | 130,000 | $24.1B | 0.92% | |
| 39 | AZTAAZENTA INC | 475,000 | $23.8B | 0.90% | |
| 40 | EVHEVOLENT HEALTH INC | 2,060,000 | $23.2B | 0.88% | |
| 41 | ACHCACADIA HEALTHCARE COMPANY IN | 583,500 | $23.1B | 0.88% | |
| 42 | IMVTIMMUNOVANT INC | 909,103 | $22.5B | 0.86% | |
| 43 | WRBYWARBY PARKER INC | 920,000 | $22.3B | 0.85% | |
| 44 | VERAVERA THERAPEUTICS INC | 487,863 | $20.6B | 0.79% | |
| 45 | BCRXBIOCRYST PHARMACEUTICALS INC | 2,677,996 | $20.1B | 0.77% | |
| 46 | NAMSNEWAMSTERDAM PHARMA COMPANY | 767,522 | $19.7B | 0.75% | |
| 47 | SMMTSUMMIT THERAPEUTICS INC | 1,054,000 | $18.8B | 0.72% | |
| 48 | LFSTLIFESTANCE HEALTH GROUP INC | 2,550,000 | $18.8B | 0.72% | |
| 49 | LEGNLEGEND BIOTECH CORP | 512,132 | $16.7B | 0.63% | |
| 50 | THCTENET HEALTHCARE CORP | 129,200 | $16.3B | 0.62% | |
| 51 | AGIOAGIOS PHARMACEUTICALS INC | 471,086 | $15.5B | 0.59% | |
| 52 | ACRSACLARIS THERAPEUTICS INC | 6,204,309 | $15.4B | 0.59% | |
| 53 | CRNXCRINETICS PHARMACEUTICALS IN | 294,100 | $15.0B | 0.57% | |
| 54 | PHVSPHARVARIS N V | 775,131 | $14.9B | 0.57% | |
| 55 | AGLAGILON HEALTH INC | 7,463,300 | $14.2B | 0.54% | |
| 56 | OSCROSCAR HEALTH INC | 1,050,000 | $14.1B | 0.54% | |
| 57 | SWTXSPRINGWORKS THERAPEUTICS INC | 328,911 | $11.9B | 0.45% | |
| 58 | DYNDYNE THERAPEUTICS INC | 474,528 | $11.2B | 0.43% | |
| 59 | JANXJANUX THERAPEUTICS INC | 204,466 | $10.9B | 0.42% | |
| 60 | INZYINOZYME PHARMA INC | 3,861,983 | $10.7B | 0.41% | |
| 61 | NMRANEUMORA THERAPEUTICS INC. | 955,106 | $10.1B | 0.39% | |
| 62 | JSPRJASPER THERAPEUTICS INC | 463,088 | $9.9B | 0.38% | |
| 63 | ELVNENLIVEN THERAPEUTICS INC | 428,571 | $9.6B | 0.37% | |
| 64 | XNCRXENCOR INC | 401,013 | $9.2B | 0.35% | |
| 65 | CGEMCULLINAN THERAPEUTICS INC | 742,114 | $9.0B | 0.34% | |
| 66 | PRTAPROTHENA CORP PLC | 644,601 | $8.9B | 0.34% | |
| 67 | CMPXCOMPASS THERAPEUTICS INC | 5,779,575 | $8.4B | 0.32% | |
| 68 | BCAXBICARA THERAPEUTICS INC | 445,975 | $7.8B | 0.30% | |
| 69 | ARDXARDELYX INC | 1,463,629 | $7.4B | 0.28% | |
| 70 | ZBIOZENAS BIOPHARMA INC | 878,667 | $7.2B | 0.27% | |
| 71 | BEAMBEAM THERAPEUTICS INC | 252,223 | $6.3B | 0.24% | |
| 72 | TARSTARSUS PHARMACEUTICALS INC | 110,889 | $6.1B | 0.23% | |
| 73 | NVROEURNEVRO CORP | 1,648,100 | $6.1B | 0.23% | |
| 74 | SLNOSOLENO THERAPEUTICS INC | 124,095 | $5.6B | 0.21% | |
| 75 | PLRXPLIANT THERAPEUTICS INC | 404,796 | $5.3B | 0.20% | |
| 76 | LUNGPULMONX CORP | 772,151 | $5.2B | 0.20% | |
| 77 | NVV1NOVAVAX INC | 650,000 | $5.2B | 0.20% | |
| 78 | GOSS 5 06/01/27GOSSAMER BIO INC | 9,573,000 | $5.1B | 0.19% | |
| 79 | —MERSANA THERAPEUTICS INC | 3,431,684 | $4.9B | 0.19% | |
| 80 | BHVNBIOHAVEN LTD | 129,858 | $4.9B | 0.18% | |
| 81 | ETNBGBP89BIO INC | 552,741 | $4.3B | 0.16% | |
| 82 | CYPHLEAP THERAPEUTICS INC | 1,266,546 | $3.6B | 0.14% | |
| 83 | SGMTSAGIMET BIOSCIENCES INC | 787,808 | $3.5B | 0.13% | |
| 84 | EDAEDAP TMS S A | 1,591,800 | $3.5B | 0.13% | |
| 85 | MGNXMACROGENICS INC | 1,053,647 | $3.4B | 0.13% | |
| 86 | ABOSACUMEN PHARMACEUTICALS INC | 1,838,916 | $3.2B | 0.12% | |
| 87 | GOSSGOSSAMER BIO INC | 3,266,960 | $3.0B | 0.11% | |
| 88 | XLOXILIO THERAPEUTICS INC | 3,003,259 | $2.9B | 0.11% | |
| 89 | APLSAPELLIS PHARMACEUTICALS INC | 80,000 | $2.6B | 0.10% | |
| 90 | AUTLAUTOLUS THERAPEUTICS PLC | 1,032,988 | $2.4B | 0.09% | |
| 91 | NGNENEUROGENE INC | 95,407 | $2.2B | 0.08% | |
| 92 | ATECALPHATEC HLDGS INC | 200,000 | $1.8B | 0.07% | |
| 93 | APLTAPPLIED THERAPEUTICS INC | 1,917,191 | $1.6B | 0.06% | |
| 94 | CGENCOMPUGEN LTD | 989,990 | $1.5B | 0.06% | |
| 95 | CATXPERSPECTIVE THERAPEUTICS INC | 444,383 | $1.4B | 0.05% | |
| 96 | KRROKORRO BIO INC | 35,719 | $1.4B | 0.05% | |
| 97 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 2,483,468 | $1.3B | 0.05% | |
| 98 | ALLKGUSDALLAKOS INC | 1,100,409 | $1.3B | 0.05% | |
| 99 | SPRBSPRUCE BIOSCIENCES INC | 2,609,125 | $1.1B | 0.04% | |
| 100 | LENZLENZ THERAPEUTICS INC | 29,305 | $846.0M | 0.03% |
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