Rock Springs Capital Management LP Portfolio Holdings by Sector
Rock Springs Capital Management LP
- $1.47 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ARGX MRUS RYTM INSM RARE RVMD MDGL MIRM 47 stocks |
$928,460
63.04% of portfolio
|
  21  
|
  16  
|
  3  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX IRTC PEN DXCM INSP EW ATEC EDAP 9 stocks |
$164,416
11.16% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$90,815
6.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG AZTA WST 3 stocks |
$72,049
4.89% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
EVH PHR 2 stocks |
$55,590
3.77% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
THC ACHC AGL 3 stocks |
$53,737
3.65% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS DHR ACRS TMO CRL 5 stocks |
$53,285
3.62% of portfolio
|
  4  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH OSCR 2 stocks |
$30,762
2.09% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
XBI 1 stocks |
$12,584
0.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$11,161
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|