Rock Springs Capital Management LP
Top Portfolio Positions
98 positions ·
$1,690,777,301 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
1,209,465 | $117,620,471 | 6.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
98,700 | $90,781,299 | 5.37% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
170,999 | $89,512,846 | 5.29% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
811,294 | $74,947,339 | 4.43% | |
| ARGX |
Argenx SE
Healthcare
|
98,500 | $71,929,625 | 4.25% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
689,748 | $59,987,383 | 3.55% | |
| INSM |
INSMED Inc
Healthcare
|
314,300 | $51,394,336 | 3.04% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
194,000 | $44,373,620 | 2.62% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
763,020 | $44,369,613 | 2.62% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
1,477,954 | $43,910,013 | 2.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,035,684 | 799,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,753,216 | 799,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,475,875 | 958,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,918,918 | 989,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,025,874 | 342,180 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,479,885 | 471,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,073,853 | 699,389 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,028,534 | 1,044,261 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,594,126 | 1,764,505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $47,928,892 | 2,152,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $67,074,009 | 2,710,061 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,072,249 | 2,686,167 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,137,066 | 2,661,605 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $84,144,303 | 2,996,592 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $86,476,535 | 3,057,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,923,913 | 2,928,458 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $77,586,155 | 2,665,275 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,994,563 | 2,646,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $117,967,660 | 2,556,179 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $141,870,113 | 2,574,308 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $131,351,504 | 2,543,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $109,344,164 | 2,523,521 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $55,352,815 | 1,581,509 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $63,091,425 | 1,179,720 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $37,449,140 | 1,055,500 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||