RSCM

Rock Springs Capital Management Portfolio holdings

AUM $1.71B
1-Year Est. Return 43.68%
This Quarter Est. Return
1 Year Est. Return
+43.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$28.6M
3
+$16.3M
4
FOLD icon
Amicus Therapeutics
FOLD
+$12.7M
5
JANX icon
Janux Therapeutics
JANX
+$10.9M

Top Sells

1
+$59.8M
2
+$46.9M
3
+$39.2M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$29.8M
5
ALGN icon
Align Technology
ALGN
+$29.1M

Sector Composition

1 Healthcare 97.8%
2 Consumer Staples 1.85%
3 Financials 0.14%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$703K 0.03%
181,147
102
$669K 0.03%
178,963
103
$234K 0.01%
44,586
104
$166K 0.01%
316,460
105
$30.8K ﹤0.01%
134,028
106
– –
-206,108
107
– –
-605,013
108
– –
-677,005
109
– –
-148,000
110
– –
-80,000
111
– –
-55,861
112
– –
-400,000
113
– –
-160,217
114
– –
-132,000
115
– –
-114,500
116
– –
-1,179,740
117
– –
-151,000
1 2 3 4
5