RSCM
Rock Springs Capital Management Portfolio holdings
AUM
$1.6B
1-Year Est. Return
25.98%
1 Year Est. Return
+25.98%
AUM
$1.75B
AUM Growth
-$879M
(-33%)
Holding
113
Top Buys
| 1 | +$12.5M | |
| 2 | +$12.1M | |
| 3 | +$6.02M | |
| 4 |
Mineralys Therapeutics
MLYS
|
+$5.09M |
| 5 |
Merus
MRUS
|
+$3.71M |
Top Sells
| 1 | +$56.5M | |
| 2 | +$48.8M | |
| 3 | +$48.5M | |
| 4 |
UnitedHealth
UNH
|
+$39.5M |
| 5 |
Travere Therapeutics
TVTX
|
+$36.8M |
Sector Composition
| 1 | Healthcare | 99.7% |
| 2 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
argenx
ARGX
$51.6B
| $104M | 5.95% |
175,750
-53,850
|
|
||
2
Eli Lilly
LLY
$735B
| $93.7M | 5.36% |
113,500
-31,000
|
|
||
|
BPMC
3
DELISTED
Blueprint Medicines
BPMC
| $89.2M | 5.1% |
1,007,569
-89,330
|
|
||
4
Madrigal Pharmaceuticals
MDGL
$9.85B
| $55.2M | 3.16% |
166,698
-98,514
|
|
||
|
5
UnitedHealth
UNH
$323B
| $52.6M | 3.01% |
100,500
-75,500
|
|
||
|
6
Travere Therapeutics
TVTX
$2.45B
| $52.3M | 3% |
2,921,196
-2,052,453
|
|
||
7
Intuitive Surgical
ISRG
$156B
| $50.5M | 2.89% |
102,000
-114,000
|
|
||
8
Ultragenyx Pharmaceutical
RARE
$3.27B
| $50.5M | 2.89% |
1,394,434
-345,379
|
|
||
9
Penumbra
PEN
$9.9B
| $45.7M | 2.62% |
171,000
-69,000
|
|
||
10
Revolution Medicines
RVMD
$9.29B
| $45.3M | 2.59% |
1,281,640
+68,383
|
|
||
11
Rhythm Pharmaceuticals
RYTM
$7.38B
| $44.2M | 2.53% |
834,188
-328,530
|
|
||
12
Mirum Pharmaceuticals
MIRM
$3.74B
| $42.9M | 2.45% |
951,765
-519,799
|
|
||
|
13
Merus
MRUS
$7.19B
| $41.3M | 2.36% |
980,751
+88,202
|
|
||
14
Insmed
INSM
$34.5B
| $39.4M | 2.25% |
515,900
-34,100
|
|
||
15
Alnylam Pharmaceuticals
ALNY
$63.1B
| $38.7M | 2.21% |
143,250
-112,950
|
|
||
16
Ascendis Pharma
ASND
$12.5B
| $33.7M | 1.93% |
216,000
-89,000
|
|
||
17
Zai Lab
ZLAB
$3.21B
| $32.7M | 1.87% |
904,592
-400,745
|
|
||
18
Xenon Pharmaceuticals
XENE
$3.25B
| $31.3M | 1.79% |
931,681
-320,178
|
|
||
19
Neurocrine Biosciences
NBIX
$13.6B
| $30.9M | 1.77% |
279,000
-441,500
|
|
||
20
Nuvalent
NUVL
$6.52B
| $30.3M | 1.73% |
427,532
-2,462
|
|
||
21
Agilon Health
AGL
$400M
| $30.1M | 1.72% |
6,950,000
-513,300
|
|
||
22
Phreesia
PHR
$1.36B
| $29.4M | 1.68% |
1,148,336
-891,664
|
|
||
23
Boston Scientific
BSX
$145B
| $27.9M | 1.6% |
277,000
-183,000
|
|
||
24
Akero Therapeutics
AKRO
$4.3B
| $27.2M | 1.56% |
672,759
-273,740
|
|
||
25
DexCom
DXCM
$26B
| $27.2M | 1.55% |
397,650
+44,650
|
|