Rock Springs Capital Management LP Portfolio Holdings

Rock Springs Capital Management LP

  • $1.5 Billion
  • Q3 2025

Rock Springs Capital Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Argenx Se with a value of $105M, Eli Lilly & CO with a value of $80.4M, Rhythm Pharmaceuticals, Inc. with a value of $72.4M, Madrigal Pharmaceuticals, Inc. with a value of $63.2M, and Revolution Medicines, Inc. with a value of $62.4M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $1.47B to 1.5B.

Rock Springs Capital Management LP is based out at Baltimore, MD

Below you can find more details about Rock Springs Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion
Healthcare: $1.48 Billion
ETFs: $15.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.2B
$105 Million 7.04% of portfolio
142,750
Q3 2025 Reduced 18.78%
$971B
$80.4 Million 5.38% of portfolio
105,400
Q3 2025 Reduced 9.53%
$5.54B
$72.4 Million 4.84% of portfolio
717,102
Q3 2025 Reduced 16.73%
$9.05B
$63.2 Million 4.22% of portfolio
137,746
Q3 2025 Reduced 1.82%
$5.94B
$62.4 Million 4.17% of portfolio
1,335,270
Q3 2025 Added 0.32%
$4.4B
$56.2 Million 3.76% of portfolio
597,051
Q3 2025 Reduced 43.87%
$2.63B
$55.8 Million 3.73% of portfolio
761,126
Q3 2025 Reduced 6.98%
$26.2B
$55.4 Million 3.71% of portfolio
385,000
Q3 2025 Reduced 26.67%
$2.21B
$51.7 Million 3.46% of portfolio
2,164,773
Q3 2025 Added 13.45%
$11.4B
$42.6 Million 2.85% of portfolio
214,500
Q3 2025 Reduced 1.15%
$5.13B
$40.4 Million 2.7% of portfolio
235,000
Q3 2025 Reduced 3.09%
$2.39B
$38.5 Million 2.57% of portfolio
958,542
Q3 2025 Reduced 3.15%
$2.32B
$37.5 Million 2.51% of portfolio
1,246,341
Q3 2025 Reduced 10.4%
$193B
$36.7 Million 2.45% of portfolio
82,000
Q2 2025 Reduced 19.61%
$147B
$35.2 Million 2.35% of portfolio
360,250
Q3 2025 Added 1.48%
$2.54B
$34.2 Million 2.29% of portfolio
851,744
Q3 2025 Reduced 8.58%
$11.9B
$32.5 Million 2.17% of portfolio
593,500
Q3 2025 Added 3.76%
$10.6B
$30.5 Million 2.04% of portfolio
120,500
Q3 2025 Reduced 6.23%
$2.52B
$29.7 Million 1.99% of portfolio
626,526
Q3 2025 Reduced 2.19%
$1.95B
$29.7 Million 1.98% of portfolio
794,133
Q2 2025 Added 4.28%
$2.13B
$26.8 Million 1.79% of portfolio
791,193
Q3 2025 Reduced 9.2%
$3.55B
$25.5 Million 1.7% of portfolio
450,374
Q2 2025 Reduced 43.31%
$20.8B
$25.4 Million 1.7% of portfolio
125,000
Q3 2025 Reduced 3.85%
$406M
$25 Million 1.67% of portfolio
2,950,000
Q3 2025 Added 4.58%
$22.4B
$21.3 Million 1.43% of portfolio
316,900
Q3 2025 Added 10.51%
$1.2B
$18.7 Million 1.25% of portfolio
721,538
Q3 2025 Reduced 11.21%
$766M
$17.9 Million 1.2% of portfolio
617,396
Q2 2025 Added 18.55%
$1.14B
$17.6 Million 1.18% of portfolio
749,116
Q3 2025 Reduced 10.53%
$1.92B
$17.1 Million 1.15% of portfolio
288,344
Q3 2025 Reduced 22.85%
$494M
$16.8 Million 1.12% of portfolio
4,474,702
Q3 2025 Reduced 9.84%
$795M
$15.6 Million 1.04% of portfolio
623,402
Q1 2025 Reduced 19.57%
$2.23B
$15.5 Million 1.04% of portfolio
540,400
Q3 2025 Added 1.89%
$2.66B
$15.3 Million 1.03% of portfolio
1,947,374
Q3 2025 Reduced 0.66%
$0
$15.2 Million 1.02% of portfolio
151,750
Q2 2025 New
$3.94B
$14.7 Million 0.98% of portfolio
178,982
Q3 2025 Reduced 3.94%
$3.67B
$14.7 Million 0.98% of portfolio
710,000
Q2 2025 Reduced 28.64%
$2.21B
$14.5 Million 0.97% of portfolio
1,008,308
Q3 2025 Added 26.01%
$13.9B
$12.6 Million 0.84% of portfolio
89,750
Q3 2025 Added 1.07%
$908M
$12.6 Million 0.84% of portfolio
2,286,273
Q2 2025 Added 42.45%
$160B
$12.2 Million 0.82% of portfolio
61,500
Q3 2025 Added 4.24%
$975M
$10.4 Million 0.7% of portfolio
824,061
Q3 2025 Added 41.84%
$227M
$9.1 Million 0.61% of portfolio
4,570,649
Q3 2025 Added 2.36%
$168M
$8.76 Million 0.59% of portfolio
4,609,309
Q3 2025 Reduced 3.35%
$255M
$8.59 Million 0.57% of portfolio
3,266,960
Q3 2023 Added 196.92%
$2.49B
$8.2 Million 0.55% of portfolio
110,500
Q3 2025 Added 2.79%
$238M
$7.18 Million 0.48% of portfolio
6,966,300
Q3 2025 Added 6.35%
$53.4B
$6.84 Million 0.46% of portfolio
88,000
Q3 2025 Reduced 32.82%
$743M
$6.79 Million 0.45% of portfolio
499,764
Q2 2025 Added 45.61%
$74.3B
$6.35 Million 0.42% of portfolio
11,300
Q2 2025 Added 303.57%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $1.5 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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