Filed: 5/15/2026ACC: 0001172661-26-002225
📋 What this filing means
ROCK SPRINGS CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $1.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$1.70B
Total AUM (reported)
53.14M
Total Shares
Allocation by class
COM$1.28B75.5%
SPONSORED ADR$121.43M7.2%
COM NEW$97.85M5.8%
COM PAR $.01$51.39M3.0%
SPONSORED ADS$46.94M2.8%
CL A$26.36M1.6%
COMMON STOCK$19.50M1.1%
Portfolio Concentration
Top 3$297.91M17.6%
4–10$390.91M23.0%
11–25$449.23M26.5%
Rest$558.60M32.9%
Top 3 weight
17.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 53.14M
Sole
Full voting authority
53.14M
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)
Sole100
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings100
Rows:
REVOLUTION MEDICINES INC
SOLEShares1.21M
TypeSH
Market value$117.62M
6.93%
Sole
1.21M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares98.70K
TypeSH
Market value$90.78M
5.35%
Sole
98.70K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares171K
TypeSH
Market value$89.51M
5.28%
Sole
171K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares811.29K
TypeSH
Market value$74.95M
4.42%
Sole
811.29K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares98.50K
TypeSH
Market value$71.93M
4.24%
Sole
98.50K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares689.75K
TypeSH
Market value$59.99M
3.54%
Sole
689.75K
Shared
0.00
None
0.00
INSMED INC
SOLEShares314.30K
TypeSH
Market value$51.39M
3.03%
Sole
314.30K
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares194K
TypeSH
Market value$44.37M
2.62%
Sole
194K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares763.02K
TypeSH
Market value$44.37M
2.62%
Sole
763.02K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.48M
TypeSH
Market value$43.91M
2.59%
Sole
1.48M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares496.87K
TypeSH
Market value$41.38M
2.44%
Sole
496.87K
Shared
0.00
None
0.00
PENUMBRA INC
SOLEShares120.50K
TypeSH
Market value$39.57M
2.33%
Sole
120.50K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares82K
TypeSH
Market value$37.80M
2.23%
Sole
82K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares739.82K
TypeSH
Market value$36.37M
2.14%
Sole
739.82K
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares826.50K
TypeSH
Market value$32.40M
1.91%
Sole
826.50K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares515.30K
TypeSH
Market value$32.34M
1.91%
Sole
515.30K
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares261.75K
TypeSH
Market value$30.89M
1.82%
Sole
261.75K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares640.22K
TypeSH
Market value$30.86M
1.82%
Sole
640.22K
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares799.16K
TypeSH
Market value$27.04M
1.59%
Sole
799.16K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares1.22M
TypeSH
Market value$25.53M
1.50%
Sole
1.22M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares74K
TypeSH
Market value$24.48M
1.44%
Sole
74K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares624.15K
TypeSH
Market value$24.02M
1.42%
Sole
624.15K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares125K
TypeSH
Market value$23.59M
1.39%
Sole
125K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares355.60K
TypeSH
Market value$22.33M
1.32%
Sole
355.60K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares650.27K
TypeSH
Market value$20.63M
1.22%
Sole
650.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 1.21M | SH | $117.62M 6.93% | 1.21M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 98.70K | SH | $90.78M 5.35% | 98.70K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 171K | SH | $89.51M 5.28% | 171K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 811.29K | SH | $74.95M 4.42% | 811.29K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 98.50K | SH | $71.93M 4.24% | 98.50K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 689.75K | SH | $59.99M 3.54% | 689.75K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 314.30K | SH | $51.39M 3.03% | 314.30K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 194K | SH | $44.37M 2.62% | 194K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 763.02K | SH | $44.37M 2.62% | 763.02K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.48M | SH | $43.91M 2.59% | 1.48M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 496.87K | SH | $41.38M 2.44% | 496.87K | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 120.50K | SH | $39.57M 2.33% | 120.50K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 82K | SH | $37.80M 2.23% | 82K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 739.82K | SH | $36.37M 2.14% | 739.82K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 826.50K | SH | $32.40M 1.91% | 826.50K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 515.30K | SH | $32.34M 1.91% | 515.30K | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 261.75K | SH | $30.89M 1.82% | 261.75K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 640.22K | SH | $30.86M 1.82% | 640.22K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 799.16K | SH | $27.04M 1.59% | 799.16K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 1.22M | SH | $25.53M 1.50% | 1.22M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 74K | SH | $24.48M 1.44% | 74K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 624.15K | SH | $24.02M 1.42% | 624.15K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 125K | SH | $23.59M 1.39% | 125K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 355.60K | SH | $22.33M 1.32% | 355.60K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 650.27K | SH | $20.63M 1.22% | 650.27K | 0.00 | 0.00 |
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