Rock Springs Capital Management LP — 13F holdings

Rock Springs Capital Management LP reported 104 holdings worth $2.05B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. RVMD REVOLUTION Medicines Inc — $207M (10.1%)
  2. TVTX TRAVERE THERAPEUTICS INC — $124M (6.0%)
  3. LLY ELI LILLY & CO — $118M (5.8%)
  4. MDGL MADRIGAL PHARMACEUTICALS INC — $94.0M (4.6%)
  5. MIRM MIRUM PHARMACEUTICALS INC — $93.4M (4.6%)
  6. RYTM RHYTHM PHARMACEUTICALS INC — $76.9M (3.8%)
  7. KYMR KYMERA THERAPEUTICS INC — $52.0M (2.5%)
  8. ARGX ARGENX SE — $48.9M (2.4%)
  9. ASND Ascendis Pharma A/S — $45.0M (2.2%)
  10. XENE XENON PHARMACEUTICALS INC — $41.3M (2.0%)