Rock Springs Capital Management LP

CIK

1595725

City

Baltimore

State / Country

MD

Stock

MLYS — Mineralys Therapeutics, Inc.

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 MLYS

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,912,854	439,751	+2.8%	Shares	Sole	2026-05-15
2025-12-31	$15,517,458	427,596	+4.7%	Shares	Sole	2026-02-17
2025-09-30	$15,483,228	408,313	+25.8%	Shares	Sole	2025-11-14
2025-06-30	$4,390,660	324,513	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$5,094,510	320,813	-15.3%	Shares	Sole	2025-05-15
2024-06-30	$4,433,504	378,932	-52.2%	Shares	Sole	2024-08-14
2024-03-31	$10,232,659	792,615	-32.1%	Shares	Sole	2024-05-15
2023-12-31	$10,040,431	1,167,492	0.0%	Shares	Sole	2024-02-14
2023-09-30	$11,102,848	1,167,492	0.0%	Shares	Sole	2023-11-14
2023-06-30	$19,905,738	1,167,492	0.0%	Shares	Sole	2023-08-14
2023-03-31	$18,282,924	1,167,492	—	Shares	Sole	2023-05-15
No 13F history on record for this holder in this stock.