Rock Springs Capital Management LP Portfolio Holdings by Sector
Rock Springs Capital Management LP
- $1.67 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ARGX BPMC MDGL TVTX RARE RVMD RYTM MIRM 52 stocks |
$1.05 Million
62.62% of portfolio
|
  16  
|
  28  
|
  2  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
PEN BSX DXCM IRTC EW INSP NVRO LUNG 10 stocks |
$174,999
10.46% of portfolio
|
  2  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG AZTA WRBY WST 4 stocks |
$95,681
5.72% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$93,740
5.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
AGL ACHC THC 3 stocks |
$68,228
4.08% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH OSCR 2 stocks |
$66,401
3.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
PHR EVH 2 stocks |
$54,879
3.28% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS DHR ACRS 3 stocks |
$40,553
2.42% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$30,857
1.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|