RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
This Quarter Return
+12%
1 Year Return
+25.98%
3 Year Return
+194.74%
5 Year Return
+336.76%
10 Year Return
+2,199.29%
AUM
$3.07B
AUM Growth
-$240M
(-7.2%)
Cap. Flow
-$391M
Cap. Flow
% of AUM
-12.72%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
116
New
6
Increased
34
Reduced
30
Closed
6
Top Buys
| 1 |
Summit Therapeutics
SMMT
|
$22.8M |
| 2 |
Eli Lilly
LLY
|
$18.2M |
| 3 |
Nuvalent
NUVL
|
$17.8M |
| 4 |
ZBIO
Zenas BioPharma, Inc. Common Stock
ZBIO
|
$14.9M |
| 5 |
BCAX
Bicara Therapeutics Inc. Common Stock
BCAX
|
$11.4M |
Top Sells
| 1 |
BPMC
Blueprint Medicines
BPMC
|
$156M |
| 2 |
Idexx Laboratories
IDXX
|
$58.2M |
| 3 |
Evolent Health
EVH
|
$56.8M |
| 4 |
Boston Scientific
BSX
|
$30M |
| 5 |
Acadia Healthcare
ACHC
|
$23M |
Sector Composition
| 1 | Healthcare | 97.81% |
| 2 | Consumer Staples | 1.99% |
| 3 | Industrials | 0.02% |
