Filed: 2/17/2026ACC: 0001172661-26-000917
📋 What this filing means
ROCK SPRINGS CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$1.95B
Total AUM (reported)
72.89M
Total Shares
Allocation by class
COM$1.41B72.1%
COM NEW$162.06M8.3%
SPONSORED ADR$134.46M6.9%
SPONSORED ADS$62.30M3.2%
COM PAR $.01$55.56M2.8%
CL A$39.49M2.0%
STATE STREET SPD$27.07M1.4%
Portfolio Concentration
Top 3$306.45M15.7%
4–10$469.09M24.1%
11–25$529.56M27.2%
Rest$645.10M33.1%
Top 3 weight
15.7%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 72.89M
Sole
Full voting authority
72.89M
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)
Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:
ELI LILLY & CO
SOLEShares105.40K
TypeSH
Market value$113.27M
5.81%
Sole
105.40K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares1.34M
TypeSH
Market value$106.35M
5.45%
Sole
1.34M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares103.25K
TypeSH
Market value$86.83M
4.45%
Sole
103.25K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares2.21M
TypeSH
Market value$84.46M
4.33%
Sole
2.21M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares139.62K
TypeSH
Market value$81.31M
4.17%
Sole
139.62K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares695.01K
TypeSH
Market value$74.39M
3.81%
Sole
695.01K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares601.80K
TypeSH
Market value$61.12M
3.13%
Sole
601.80K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares762.29K
TypeSH
Market value$60.21M
3.09%
Sole
762.29K
Shared
0.00
None
0.00
INSMED INC
SOLEShares319.25K
TypeSH
Market value$55.56M
2.85%
Sole
319.25K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares748.24K
TypeSH
Market value$52.04M
2.67%
Sole
748.24K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares82K
TypeSH
Market value$46.44M
2.38%
Sole
82K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares204.88K
TypeSH
Market value$45.26M
2.32%
Sole
204.88K
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares203.50K
TypeSH
Market value$43.39M
2.23%
Sole
203.50K
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares235K
TypeSH
Market value$41.70M
2.14%
Sole
235K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares496.87K
TypeSH
Market value$38.66M
1.98%
Sole
496.87K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares399.05K
TypeSH
Market value$38.05M
1.95%
Sole
399.05K
Shared
0.00
None
0.00
PENUMBRA INC
SOLEShares120.50K
TypeSH
Market value$37.46M
1.92%
Sole
120.50K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares787.79K
TypeSH
Market value$35.31M
1.81%
Sole
787.79K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares733.48K
TypeSH
Market value$32.31M
1.66%
Sole
733.48K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares849.03K
TypeSH
Market value$30.16M
1.55%
Sole
849.03K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares1.27M
TypeSH
Market value$29.15M
1.49%
Sole
1.27M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares568.58K
TypeSH
Market value$28.79M
1.48%
Sole
568.58K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares71.25K
TypeSH
Market value$28.33M
1.45%
Sole
71.25K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares1.93M
TypeSH
Market value$27.48M
1.41%
Sole
1.93M
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares222K
TypeSH
Market value$27.07M
1.39%
Sole
222K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 105.40K | SH | $113.27M 5.81% | 105.40K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 1.34M | SH | $106.35M 5.45% | 1.34M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 103.25K | SH | $86.83M 4.45% | 103.25K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 2.21M | SH | $84.46M 4.33% | 2.21M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 139.62K | SH | $81.31M 4.17% | 139.62K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 695.01K | SH | $74.39M 3.81% | 695.01K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 601.80K | SH | $61.12M 3.13% | 601.80K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 762.29K | SH | $60.21M 3.09% | 762.29K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 319.25K | SH | $55.56M 2.85% | 319.25K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 748.24K | SH | $52.04M 2.67% | 748.24K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 82K | SH | $46.44M 2.38% | 82K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 204.88K | SH | $45.26M 2.32% | 204.88K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 203.50K | SH | $43.39M 2.23% | 203.50K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | COM | 235K | SH | $41.70M 2.14% | 235K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 496.87K | SH | $38.66M 1.98% | 496.87K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 399.05K | SH | $38.05M 1.95% | 399.05K | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 120.50K | SH | $37.46M 1.92% | 120.50K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 787.79K | SH | $35.31M 1.81% | 787.79K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 733.48K | SH | $32.31M 1.66% | 733.48K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 849.03K | SH | $30.16M 1.55% | 849.03K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 1.27M | SH | $29.15M 1.49% | 1.27M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 568.58K | SH | $28.79M 1.48% | 568.58K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 71.25K | SH | $28.33M 1.45% | 71.25K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 1.93M | SH | $27.48M 1.41% | 1.93M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 222K | SH | $27.07M 1.39% | 222K | 0.00 | 0.00 |
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