Rock Springs Capital Management LP Portfolio Holdings by Sector
Rock Springs Capital Management LP
- $2.94 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ARGX RARE BPMC ALNY TVTX RYTM MIRM MDGL 60 stocks |
$1.54 Million
52.59% of portfolio
|
  23  
|
  13  
|
  3  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
PEN BSX EW DXCM PODD IRTC ALGN INSP 11 stocks |
$297,899
10.14% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH HUM OSCR 3 stocks |
$240,369
8.18% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG WST AZTA WRBY 4 stocks |
$232,311
7.91% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$138,767
4.72% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX DVAX PCRX 3 stocks |
$120,870
4.11% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
EVH PHR ACCD 3 stocks |
$111,173
3.78% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ACHC AGL LFST 3 stocks |
$109,104
3.71% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS ACRS 2 stocks |
$81,244
2.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
FRPT 1 stocks |
$61,067
2.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|