StockDriftsStockDriftsTop 50 Rock Springs Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 10.1% | 1.11M | $207.0M | -8.62%(-104.25K) | $29.89(+575.87%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 6.04% | 2.18M | $123.8M | +47.44%(+701.12K) | $23.70(+159.22%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.78% | 98.7K | $118.4M | +0.00%(+0) | $679.21(+78.00%) | 2026-06-30 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 4.59% | 175.0K | $94.0M | +2.34%(+4.00K) | $222.16(+128.38%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.56% | 798.1K | $93.4M | -1.62%(-13.15K) | $19.44(+407.96%) | 2026-06-30 | |
| RYTM | RHYTHM PHARMACEUTICALS INC | 3.75% | 692.6K | $76.9M | +0.41%(+2.85K) | $18.43(+532.44%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 2.54% | 453.2K | $52.0M | -8.80%(-43.72K) | $39.83(+182.44%) | 2026-06-30 | |
| ARGX | ARGENX SE | 2.39% | 52.8K | $48.9M | -46.45%(-45.75K) | $150.83(+468.15%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 2.01% | 683.9K | $41.3M | -10.37%(-79.11K) | $24.48(+164.42%) | 2026-06-30 | |
| SRRK | SCHOLAR ROCK HLDG CORP | 1.92% | 715.5K | $39.3M | -3.29%(-24.36K) | $26.82(+101.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.39% | +0.58% | +2.95% |
| Top 20 Holdings Unweighted | +14.07% | +48.41% | +1.71% | +8.86% |
Rock Springs Capital Management LP reports $2.05B in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (10.1%), TVTX (6.0%) and LLY (5.8%). The top 20 holdings account for 58.65% of reported assets. Its disclosed equity book has returned +45.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Rock Springs Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rock Springs Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1595725). View Rock Springs Capital Management LP’s 13F filings on SEC