Filed: 11/14/2025ACC: 0001172661-25-004882
📋 What this filing means
ROCK SPRINGS CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $1.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$1.71B
Total AUM (reported)
79.21M
Total Shares
Allocation by class
COM$1.22B71.4%
SPONSORED ADR$150.84M8.8%
COM NEW$117.19M6.8%
COM PAR $.01$55.44M3.2%
CL A$42.90M2.5%
SPONSORED ADS$28.31M1.7%
ADR$26.81M1.6%
Portfolio Concentration
Top 3$258.13M15.1%
4–10$387.37M22.6%
11–25$482.92M28.2%
Rest$583.11M34.1%
Top 3 weight
15.1%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 79.21M
Sole
Full voting authority
79.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
ARGENX SE
SOLEShares142.75K
TypeSH
Market value$105.29M
6.15%
Sole
142.75K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares105.40K
TypeSH
Market value$80.42M
4.70%
Sole
105.40K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares717.10K
TypeSH
Market value$72.42M
4.23%
Sole
717.10K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares137.75K
TypeSH
Market value$63.18M
3.69%
Sole
137.75K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares1.34M
TypeSH
Market value$62.36M
3.64%
Sole
1.34M
Shared
0.00
None
0.00
MERUS N V
SOLEShares597.05K
TypeSH
Market value$56.21M
3.28%
Sole
597.05K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares761.13K
TypeSH
Market value$55.80M
3.26%
Sole
761.13K
Shared
0.00
None
0.00
INSMED INC
SOLEShares385K
TypeSH
Market value$55.44M
3.24%
Sole
385K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares2.16M
TypeSH
Market value$51.74M
3.02%
Sole
2.16M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares214.50K
TypeSH
Market value$42.64M
2.49%
Sole
214.50K
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares235K
TypeSH
Market value$40.42M
2.36%
Sole
235K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares958.54K
TypeSH
Market value$38.48M
2.25%
Sole
958.54K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares1.25M
TypeSH
Market value$37.49M
2.19%
Sole
1.25M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares82K
TypeSH
Market value$36.67M
2.14%
Sole
82K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares360.25K
TypeSH
Market value$35.17M
2.05%
Sole
360.25K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares851.74K
TypeSH
Market value$34.20M
2.00%
Sole
851.74K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares74.25K
TypeSH
Market value$33.86M
1.98%
Sole
74.25K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares593.50K
TypeSH
Market value$32.47M
1.90%
Sole
593.50K
Shared
0.00
None
0.00
PENUMBRA INC
SOLEShares120.50K
TypeSH
Market value$30.53M
1.78%
Sole
120.50K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares626.53K
TypeSH
Market value$29.75M
1.74%
Sole
626.53K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares794.13K
TypeSH
Market value$29.57M
1.73%
Sole
794.13K
Shared
0.00
None
0.00
ZAI LAB LTD
SOLEShares791.19K
TypeSH
Market value$26.81M
1.57%
Sole
791.19K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares951.15K
TypeSH
Market value$26.63M
1.56%
Sole
951.15K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares450.37K
TypeSH
Market value$25.49M
1.49%
Sole
450.37K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares125K
TypeSH
Market value$25.38M
1.48%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 142.75K | SH | $105.29M 6.15% | 142.75K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 105.40K | SH | $80.42M 4.70% | 105.40K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 717.10K | SH | $72.42M 4.23% | 717.10K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 137.75K | SH | $63.18M 3.69% | 137.75K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 1.34M | SH | $62.36M 3.64% | 1.34M | 0.00 | 0.00 |
MERUS N VSOLE | COM | 597.05K | SH | $56.21M 3.28% | 597.05K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 761.13K | SH | $55.80M 3.26% | 761.13K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 385K | SH | $55.44M 3.24% | 385K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 2.16M | SH | $51.74M 3.02% | 2.16M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 214.50K | SH | $42.64M 2.49% | 214.50K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | COM | 235K | SH | $40.42M 2.36% | 235K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 958.54K | SH | $38.48M 2.25% | 958.54K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 1.25M | SH | $37.49M 2.19% | 1.25M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 82K | SH | $36.67M 2.14% | 82K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 360.25K | SH | $35.17M 2.05% | 360.25K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 851.74K | SH | $34.20M 2.00% | 851.74K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 74.25K | SH | $33.86M 1.98% | 74.25K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 593.50K | SH | $32.47M 1.90% | 593.50K | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 120.50K | SH | $30.53M 1.78% | 120.50K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 626.53K | SH | $29.75M 1.74% | 626.53K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 794.13K | SH | $29.57M 1.73% | 794.13K | 0.00 | 0.00 |
ZAI LAB LTDSOLE | ADR | 791.19K | SH | $26.81M 1.57% | 791.19K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 951.15K | SH | $26.63M 1.56% | 951.15K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 450.37K | SH | $25.49M 1.49% | 450.37K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 125K | SH | $25.38M 1.48% | 125K | 0.00 | 0.00 |
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