Rock Springs Capital Management LP

CIK 0001595725 · BALTIMORE, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Rock Springs Capital Management LP reported 104 positions worth $2.05B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RVMD (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.05B
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.0%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RVMDREVOLUTION MEDICINES INCSH$207.0M10.10%1,105,210
2TVTXTRAVERE THERAPEUTICS INCSH$123.8M6.04%2,179,069
3LLYELI LILLY & COSH$118.4M5.78%98,700
4MDGLMADRIGAL PHARMACEUTICALS INCSH$94.0M4.59%174,999
5MIRMMIRUM PHARMACEUTICALS INCSH$93.4M4.56%798,145
6RYTMRHYTHM PHARMACEUTICALS INCSH$76.9M3.75%692,598
7KYMRKYMERA THERAPEUTICS INCSH$52.0M2.54%453,156
8ARGXARGENX SESH$48.9M2.39%52,750
9ASNDASCENDIS PHARMA A/SSH$45.0M2.20%168,750
10XENEXENON PHARMACEUTICALS INCSH$41.3M2.01%683,907

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rock Springs Capital Management LP hold as of Q2 2026?

Rock Springs Capital Management LP reported 104 positions worth $2.05B in its Q2 2026 13F filing. Largest positions: RVMD (10.1%), TVTX (6.0%), LLY (5.8%), MDGL (4.6%) and MIRM (4.6%).

What did Rock Springs Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rock Springs Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.