RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
This Quarter Return
+5.31%
1 Year Return
+25.98%
3 Year Return
+194.74%
5 Year Return
+336.76%
10 Year Return
+2,199.29%
AUM
$2.63B
AUM Growth
+$2.63B
(-15%)
Cap. Flow
-$276M
Cap. Flow
% of AUM
-10.5%
Top 10 Holdings %
Top 10 Hldgs %
36.37%
Holding
119
New
10
Increased
38
Reduced
30
Closed
12
Top Buys
| 1 |
Scholar Rock
SRRK
|
$31M |
| 2 |
BPMC
Blueprint Medicines
BPMC
|
$28.6M |
| 3 |
Tenet Healthcare
THC
|
$16.3M |
| 4 |
Amicus Therapeutics
FOLD
|
$12.7M |
| 5 |
Janux Therapeutics
JANX
|
$10.9M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$59.8M |
| 2 |
Humana
HUM
|
$46.9M |
| 3 |
Exact Sciences
EXAS
|
$39.2M |
| 4 |
Neurocrine Biosciences
NBIX
|
$29.8M |
| 5 |
Align Technology
ALGN
|
$29.1M |
Sector Composition
| 1 | Healthcare | 97.94% |
| 2 | Consumer Staples | 1.85% |
| 3 | Industrials | 0% |
