RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.7B
1-Year Est. Return
93.03%
This Fund
S&P 500
1 Year Est. Return
+93.03%
AUM
$1.95B
AUM Growth
+$238M
(+14%)
Holding
110
Top Buys
| 1 | +$13.8M | |
| 2 | +$8.05M | |
| 3 | +$6.64M | |
| 4 |
CNTA
Centessa Pharmaceuticals
CNTA
|
+$6.45M |
| 5 |
Immunome
IMNM
|
+$6.1M |
Top Sells
| 1 | +$56.2M | |
| 2 | +$33.8M | |
| 3 | +$29.7M | |
| 4 |
Insmed
INSM
|
+$12M |
| 5 |
MREO
Mereo BioPharma
MREO
|
+$9.42M |
Sector Composition
| 1 | Healthcare | 98.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Compugen
CGEN
$249M
| – | – |
-13,430
|
|
||
102
Charles River Laboratories
CRL
$8.7B
| – | – |
-2,700
|
|
||
103
Immunovant
IMVT
$6.84B
| – | – |
-72,965
|
|
||
104
Korro Bio
KRRO
$193M
| – | – |
-35,719
|
|
||
|
MREO
105
Mereo BioPharma
MREO
$54.9M
| – | – |
-4,570,649
|
|
||
|
MRUS
106
DELISTED
Merus
MRUS
| – | – |
-597,051
|
|
||
107
Novavax
NVAX
$1.8B
| – | – |
-45,000
|
|
||
108
Prothena Corp
PRTA
$533M
| – | – |
-25,398
|
|
||
109
West Pharmaceutical
WST
$22.8B
| – | – |
-9,750
|
|