RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.71B
1-Year Est. Return
43.68%
1 Year Est. Return
+43.68%
AUM
$1.71B
AUM Growth
+$106M
(+6.6%)
Holding
101
Top Buys
| 1 | +$11M | |
| 2 | +$8.41M | |
| 3 | +$7.09M | |
| 4 |
Travere Therapeutics
TVTX
|
+$6.13M |
| 5 |
MBX
MBX Biosciences
MBX
|
+$4.95M |
Top Sells
| 1 | +$43.9M | |
| 2 | +$24.3M | |
| 3 | +$23.8M | |
| 4 |
Insmed
INSM
|
+$20.2M |
| 5 |
UnitedHealth
UNH
|
+$15.8M |
Sector Composition
| 1 | Healthcare | 98.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
argenx
ARGX
$49.5B
| $105M | 6.15% |
142,750
-33,000
|
|
||
2
Eli Lilly
LLY
$961B
| $80.4M | 4.7% |
105,400
-11,100
|
|
||
3
Rhythm Pharmaceuticals
RYTM
$7.56B
| $72.4M | 4.23% |
717,102
-144,051
|
|
||
4
Madrigal Pharmaceuticals
MDGL
$11.5B
| $63.2M | 3.69% |
137,746
-2,550
|
|
||
5
Revolution Medicines
RVMD
$23.4B
| $62.4M | 3.64% |
1,335,270
+4,310
|
|
||
|
MRUS
6
DELISTED
Merus
MRUS
| $56.2M | 3.28% |
597,051
-466,557
|
|
||
7
Mirum Pharmaceuticals
MIRM
$4.69B
| $55.8M | 3.26% |
761,126
-57,080
|
|
||
|
8
Insmed
INSM
$34.9B
| $55.4M | 3.24% |
385,000
-140,000
|
|
||
|
9
Travere Therapeutics
TVTX
$2.59B
| $51.7M | 3.02% |
2,164,773
+256,565
|
|
||
10
Ascendis Pharma
ASND
$13.3B
| $42.6M | 2.49% |
214,500
-2,500
|
|
||
11
iRhythm Technologies
IRTC
$5.26B
| $40.4M | 2.36% |
235,000
-7,500
|
|
||
12
Agios Pharmaceuticals
AGIO
$1.68B
| $38.5M | 2.25% |
958,542
-31,203
|
|
||
13
Ultragenyx Pharmaceutical
RARE
$2.32B
| $37.5M | 2.19% |
1,246,341
-144,731
|
|
||
14
Intuitive Surgical
ISRG
$194B
| $36.7M | 2.14% |
82,000
|
|
||
15
Boston Scientific
BSX
$139B
| $35.2M | 2.06% |
360,250
+5,250
|
|
||
16
Xenon Pharmaceuticals
XENE
$3.21B
| $34.2M | 2% |
851,744
-79,937
|
|
||
17
Alnylam Pharmaceuticals
ALNY
$48.5B
| $33.9M | 1.98% |
74,250
-25,750
|
|
||
18
Exact Sciences
EXAS
$19.4B
| $32.5M | 1.9% |
593,500
+21,500
|
|
||
19
Penumbra
PEN
$12.3B
| $30.5M | 1.78% |
120,500
-8,000
|
|
||
|
AKRO
20
DELISTED
Akero Therapeutics
AKRO
| $29.7M | 1.74% |
626,526
-14,000
|
|
||
21
Scholar Rock
SRRK
$4.65B
| $29.6M | 1.73% |
794,133
|
|
||
22
Zai Lab
ZLAB
$2.17B
| $26.8M | 1.57% |
791,193
-80,199
|
|
||
23
Structure Therapeutics
GPCR
$5.96B
| $26.6M | 1.56% |
951,154
-184,725
|
|
||
24
Kymera Therapeutics
KYMR
$6.02B
| $25.5M | 1.49% |
450,374
|
|
||
25
Tenet Healthcare
THC
$17.2B
| $25.4M | 1.48% |
125,000
-5,000
|
|