Rock Springs Capital Management LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ELI LILLY & Co	—	$113.27M	105,400	5.8%
Revolution Medicines, Inc.	—	$106.35M	1,335,270	5.5%
ARGENX SE	—	$86.83M	103,250	4.5%
Travere Therapeutics, Inc.	—	$84.46M	2,210,322	4.3%
MADRIGAL PHARMACEUTICALS, INC.	—	$81.31M	139,618	4.2%
RHYTHM PHARMACEUTICALS, INC.	—	$74.39M	695,010	3.8%
Exact Sciences Corp.	—	$61.12M	601,800	3.1%
Mirum Pharmaceuticals, Inc.	—	$60.21M	762,294	3.1%
INSMED INC	—	$55.56M	319,250	2.9%
Structure Therapeutics Inc.GPCR	ADR	$52.04M	748,236	2.7%
Intuitive Surgical Inc	—	$46.44M	82,000	2.4%
CIDARA THERAPEUTICS INC	—	$45.26M	204,878	2.3%
ASCENDIS PHARMA A/S	—	$43.39M	203,500	2.2%
iRhythm Holdings, Inc.	—	$41.70M	235,000	2.1%
Kymera Therapeutics, Inc.	—	$38.66M	496,871	2.0%
BOSTON SCIENTIFIC CORP	—	$38.05M	399,050	2.0%
Penumbra Inc	—	$37.46M	120,500	1.9%
Xenon Pharmaceuticals Inc.	—	$35.31M	787,788	1.8%
Scholar Rock Holding Corp	—	$32.31M	733,477	1.7%
Cogent Biosciences, Inc.	—	$30.16M	849,030	1.5%
Ultragenyx Pharmaceutical Inc.	—	$29.15M	1,267,241	1.5%
Vera Therapeutics, Inc.	—	$28.79M	568,579	1.5%
Alnylam Pharmaceuticals Inc	—	$28.33M	71,250	1.5%
AMICUS THERAPEUTICS INC	—	$27.48M	1,929,931	1.4%
SPDR SERIES TRUST	—	$27.07M	222,000	1.4%
TENET HEALTHCARE CORP	—	$24.84M	125,000	1.3%
Dexcom Inc	—	$23.05M	347,300	1.2%
AGIOS PHARMACEUTICALS, INC.	—	$21.75M	799,163	1.1%
TARSUS PHARMACEUTICALS, INC.	—	$21.32M	260,344	1.1%
Compass Therapeutics, Inc.	—	$21.09M	3,927,202	1.1%
NEWAMSTERDAM PHARMA COMPANY	—	$19.55M	557,194	1.0%
Azenta Inc	—	$18.93M	569,100	1.0%
Celldex Therapeutics, Inc.	—	$18.81M	692,538	1.0%
Caris Life Sciences, Inc.	—	$18.55M	687,500	1.0%
Zenas BioPharma, Inc.ZBIO	Common Stock	$18.23M	502,077	0.9%
Dyne Therapeutics, Inc.	—	$17.86M	912,955	0.9%
NEUROCRINE BIOSCIENCES INC	—	$17.80M	125,500	0.9%
Pharvaris N.V.	—	$17.30M	623,402	0.9%
MINERALYS THERAPEUTICS INCMLYS	Common Stock	$15.52M	427,596	0.8%
Phreesia, Inc.	—	$14.83M	876,600	0.8%
Zai Lab Limited	—	$14.32M	811,546	0.7%
DANAHER CORP /DE	—	$14.08M	61,500	0.7%
UNITEDHEALTH GROUP INC	—	$13.47M	40,800	0.7%
ARDELYX, INC.	—	$13.41M	2,299,473	0.7%
Aclaris Therapeutics, Inc.	—	$13.41M	4,453,741	0.7%
Summit Therapeutics Inc.SMMT	Common Stock	$12.42M	710,000	0.6%
Enliven Therapeutics, Inc.ELVN	Common Stock	$12.30M	798,405	0.6%
Inspire Medical Systems, Inc.	—	$12.08M	131,000	0.6%
Omada Health, Inc.OMDA	Common Stock	$11.68M	740,000	0.6%
SOLENO THERAPEUTICS, INC.	—	$11.44M	247,053	0.6%