RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-1.44%
1 Year Return
+25.98%
3 Year Return
+194.74%
5 Year Return
+336.76%
10 Year Return
+2,199.29%
AUM
$1.75B
AUM Growth
-$879M
(-33%)
Cap. Flow
-$729M
Cap. Flow
% of AUM
-41.7%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
113
New
6
Increased
25
Reduced
47
Closed
16
Top Buys
| 1 |
Tarsus Pharmaceuticals
TARS
|
$12.5M |
| 2 |
Danaher
DHR
|
$12.1M |
| 3 |
Evolent Health
EVH
|
$6.02M |
| 4 |
Mineralys Therapeutics
MLYS
|
$5.09M |
| 5 |
Merus
MRUS
|
$3.71M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$56.5M |
| 2 |
Neurocrine Biosciences
NBIX
|
$48.8M |
| 3 |
Freshpet
FRPT
|
$48.5M |
| 4 |
UnitedHealth
UNH
|
$39.5M |
| 5 |
Travere Therapeutics
TVTX
|
$36.8M |
Sector Composition
| 1 | Healthcare | 99.7% |
| 2 | Consumer Staples | 0% |
