Rock Springs Capital Management LP Biotechnology

Rock Springs Capital Management LP

$1.67 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ARGX Argenx Se	$31.1B	$104 Million 6.22% of portfolio	175,750	Q1 2025 Reduced 23.45%
BPMC Blueprint Medicines Corp	$7.73B	$89.2 Million 5.33% of portfolio	1,007,569	Q1 2025 Reduced 8.14%
MDGL Madrigal Pharmaceuticals, Inc.	$5.47B	$55.2 Million 3.3% of portfolio	166,698	Q1 2025 Reduced 37.15%
TVTX Travere Therapeutics, Inc.	$1.09B	$52.3 Million 3.13% of portfolio	2,921,196	Q1 2025 Reduced 41.27%
RARE Ultragenyx Pharmaceutical Inc.	$2.05B	$50.5 Million 3.02% of portfolio	1,394,434	Q1 2025 Reduced 19.85%
RVMD Revolution Medicines, Inc.	$3.36B	$45.3 Million 2.71% of portfolio	1,281,640	Q1 2025 Added 5.64%
RYTM Rhythm Pharmaceuticals, Inc.	$3.66B	$44.2 Million 2.64% of portfolio	834,188	Q1 2025 Reduced 28.26%
MIRM Mirum Pharmaceuticals, Inc.	$1.85B	$42.9 Million 2.56% of portfolio	951,765	Q1 2025 Reduced 35.32%
MRUS Merus N.V.	$2.55B	$41.3 Million 2.47% of portfolio	980,751	Q1 2025 Added 9.88%
INSM Insmed Inc	$13.8B	$39.4 Million 2.35% of portfolio	515,900	Q1 2025 Reduced 6.2%
ALNY Alnylam Pharmaceuticals, Inc.	$38.8B	$38.7 Million 2.31% of portfolio	143,250	Q1 2025 Reduced 44.09%
ASND Ascendis Pharma A/S	$9.76B	$33.7 Million 2.01% of portfolio	216,000	Q1 2025 Reduced 29.18%
ZLAB Zai Lab LTD	$3.36B	$32.7 Million 1.95% of portfolio	904,592	Q1 2025 Reduced 30.7%
XENE Xenon Pharmaceuticals Inc.	$2.03B	$31.3 Million 1.87% of portfolio	931,681	Q1 2025 Reduced 25.58%
NUVL Nuvalent, Inc.	$3.35B	$30.3 Million 1.81% of portfolio	427,532	Q1 2025 Reduced 0.57%
AKRO Akero Therapeutics, Inc.	$2.39B	$27.2 Million 1.63% of portfolio	672,759	Q1 2025 Reduced 28.92%
IMVT Immunovant, Inc.	$3.55B	$26.8 Million 1.6% of portfolio	975,803	Q1 2025 Added 7.34%
SRRK Scholar Rock Holding Corp	$1.74B	$24.5 Million 1.46% of portfolio	761,541	Q1 2025 Added 6.24%
KYMR Kymera Therapeutics, Inc.	$2.46B	$21.7 Million 1.3% of portfolio	794,437	Q1 2025 Reduced 23.18%
SMMT Summit Therapeutics Inc.	$4.61B	$19.2 Million 1.15% of portfolio	995,000	Q1 2025 Reduced 5.6%
TARS Tarsus Pharmaceuticals, Inc.	$1.07B	$18.2 Million 1.09% of portfolio	354,376	Q1 2025 Added 219.58%
LEGN Legend Biotech Corp	$6.6B	$17.4 Million 1.04% of portfolio	512,932	Q1 2025 Added 0.16%
FOLD Amicus Therapeutics, Inc.	$1.75B	$15.6 Million 0.93% of portfolio	1,909,362	Q1 2025 Reduced 26.55%
MREO Mereo Biopharma Group PLC	$357M	$15 Million 0.9% of portfolio	6,684,247	Q1 2025 Reduced 30.37%
CLDX Celldex Therapeutics, Inc.	$1.09B	$14.7 Million 0.88% of portfolio	812,653	Q1 2025 Reduced 33.51%
VERA Vera Therapeutics, Inc.	$619M	$12.5 Million 0.75% of portfolio	520,796	Q1 2025 Added 6.75%
SRPT Sarepta Therapeutics, Inc.	$1.68B	$10.2 Million 0.61% of portfolio	159,300	Q1 2025 Reduced 48.2%
AGIO Agios Pharmaceuticals, Inc.	$2.15B	$10 Million 0.6% of portfolio	342,180	Q1 2025 Reduced 27.36%
PHVS Pharvaris N.V.	$608M	$9.79 Million 0.59% of portfolio	623,402	Q1 2025 Reduced 19.57%
CMPX Compass Therapeutics, Inc.	$270M	$9.43 Million 0.56% of portfolio	4,962,955	Q1 2025 Reduced 14.13%
ARDX Ardelyx, Inc.	$693M	$7.88 Million 0.47% of portfolio	1,604,975	Q1 2025 Added 9.66%
ETNB 89bio, Inc.	$471M	$6.14 Million 0.37% of portfolio	844,441	Q1 2025 Added 52.77%
PRTA Prothena Corp Public LTD CO	$302M	$6.1 Million 0.36% of portfolio	492,601	Q1 2025 Reduced 23.58%
JANX Janux Therapeutics, Inc.	$998M	$5.52 Million 0.33% of portfolio	204,466	Q4 2024 New
DYN Dyne Therapeutics, Inc.	$423M	$5.49 Million 0.33% of portfolio	524,499	Q1 2025 Added 10.53%
CGEM Cullinan Oncology, Inc.	$338M	$4.88 Million 0.29% of portfolio	644,633	Q1 2025 Reduced 13.14%
NVAX Novavax Inc	$545M	$4.17 Million 0.25% of portfolio	650,000	Q3 2024 Reduced 3.7%
GOSS Gossamer Bio, Inc.	$117M	$3.59 Million 0.21% of portfolio	3,266,960	Q3 2023 Added 196.92%
INZY Inozyme Pharma, Inc.	$161M	$3.14 Million 0.19% of portfolio	3,445,299	Q1 2025 Reduced 10.79%
BEAM Beam Therapeutics Inc.	$1.49B	$2.93 Million 0.18% of portfolio	150,020	Q1 2025 Reduced 40.52%
REGN Regeneron Pharmaceuticals, Inc.	$61.2B	$1.78 Million 0.11% of portfolio	2,800	Q1 2025 New
APLS Apellis Pharmaceuticals, Inc.	$2.19B	$1.75 Million 0.1% of portfolio	80,000	Q3 2024 Reduced 43.14%
BCRX Biocryst Pharmaceuticals Inc	$1.67B	$1.67 Million 0.1% of portfolio	222,011	Q1 2025 Reduced 91.71%
MGNX Macrogenics Inc	$86M	$1.45 Million 0.09% of portfolio	1,145,214	Q1 2025 Added 8.69%
CGEN Compugen LTD	$149M	$1.45 Million 0.09% of portfolio	989,990	Q2 2024 Reduced 23.26%
MRSN Mersana Therapeutics, Inc.	$30.1M	$1.3 Million 0.08% of portfolio	3,814,684	Q1 2025 Added 11.16%
AMLX Amylyx Pharmaceuticals, Inc.	$369M	$1.22 Million 0.07% of portfolio	343,228	Q1 2025 New
APLT Applied Therapeutics Inc.	$17.8M	$1.02 Million 0.06% of portfolio	2,074,891	Q1 2025 Added 8.23%
VIGL Vigil Neuroscience, Inc.	$226M	$840,000 0.05% of portfolio	471,958	Q1 2022 New
PLRX Pliant Therapeutics, Inc.	$58.9M	$796,000 0.05% of portfolio	589,996	Q1 2025 Added 45.75%

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