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 SMMT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,461,600 | 710,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,417,900 | 710,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,668,600 | 710,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,108,800 | 710,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,193,550 | 995,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,808,630 | 1,054,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,776,000 | 1,040,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||