RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.71B
1-Year Est. Return
43.68%
1 Year Est. Return
+43.68%
AUM
$1.6B
AUM Growth
-$143M
(-8.2%)
Holding
105
Top Buys
| 1 | +$21.5M | |
| 2 | +$21.2M | |
| 3 | +$16.8M | |
| 4 |
State Street SPDR S&P Biotech ETF
XBI
|
+$12.6M |
| 5 |
Arcellx
ACLX
|
+$12.3M |
Top Sells
| 1 | +$105M | |
| 2 | +$25.5M | |
| 3 | +$23.9M | |
| 4 |
Legend Biotech
LEGN
|
+$17.4M |
| 5 |
UnitedHealth
UNH
|
+$15.6M |
Sector Composition
| 1 | Healthcare | 98.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Warby Parker
WRBY
$2.07B
| – | – |
-835,000
|
|
||
|
KMTS
102
Kestra Medical Technologies
KMTS
$1.29B
| – | – |
-145,000
|
|
||
|
SPRB
103
Spruce Biosciences
SPRB
$114M
| – | – |
-34,788
|
|
||
|
NVRO
104
DELISTED
NEVRO CORP.
NVRO
| – | – |
-800,494
|
|