HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 HUMANA INC |
426,500 | UNCH | $218,449 |
| HUM | 426,500 | UNCH | $218,449 |
| IMMUNOCORE HLDGS PLC |
3,321,066 | -172,677 | $189,533 |
| IMCR | 3,321,066 | -172,677 | $189,533 |
| INSULET CORP |
524,250 | +5,750 | $154,334 |
| PODD | 524,250 | +5,750 | $154,334 |
| UNITEDHEALTH GROUP INC |
270,000 | +500 | $143,149 |
| UNH | 270,000 | +500 | $143,149 |
 NEUROCRINE BIOSCIENCES INC |
$135,657 | ||
| NBIX | 1,122,500 | UNCH | $134,071 |
| NOTE 2 | 1,000,000 | UNCH | $1,586 |
| ARGENX SE |
350,000 | UNCH | $132,590 |
| ARGX | 350,000 | UNCH | $132,590 |
| AGILON HEALTH INC |
7,872,500 | +125,000 | $127,062 |
| AGL | 7,872,500 | +125,000 | $127,062 |
| PROMETHEUS BIOSCIENCES INC |
1,031,550 | +386,143 | $113,470 |
| RXDX | 1,031,550 | +386,143 | $113,470 |
| PENUMBRA INC |
508,250 | +32,250 | $113,065 |
| PEN | 508,250 | +32,250 | $113,065 |
| EVOLENT HEALTH INC |
3,803,500 | +541,000 | $106,802 |
| EVH | 3,803,500 | +541,000 | $106,802 |
| MADRIGAL PHARMACEUTICALS INC |
348,121 | +30,636 | $101,042 |
| MDGL | 348,121 | +30,636 | $101,042 |
| IDEXX LABS INC |
207,500 | -16,815 | $84,652 |
| IDXX | 207,500 | -16,815 | $84,652 |
| HORIZON THERAPEUTICS PUB L |
739,700 | +12,700 | $84,178 |
| HZNP | 739,700 | +12,700 | $84,178 |
| AGIOS PHARMACEUTICALS INC |
2,996,592 | -61,277 | $84,144 |
| AGIO | 2,996,592 | -61,277 | $84,144 |
| BLUEPRINT MEDICINES CORP |
1,891,510 | +353,315 | $82,867 |
| BPMC | 1,891,510 | +353,315 | $82,867 |
| KARUNA THERAPEUTICS INC |
413,762 | UNCH | $81,304 |
| KRTX | 413,762 | UNCH | $81,304 |
| INTUITIVE SURGICAL INC |
298,500 | UNCH | $79,207 |
| ISRG | 298,500 | UNCH | $79,207 |
| CEREVEL THERAPEUTICS HLDNG I |
2,506,464 | +7,316 | $79,054 |
| CERE | 2,506,464 | +7,316 | $79,054 |
| ALNYLAM PHARMACEUTICALS INC |
332,500 | UNCH | $79,019 |
| ALNY | 332,500 | UNCH | $79,019 |
| AKERO THERAPEUTICS INC |
1,400,654 | +30,681 | $76,756 |
| AKRO | 1,400,654 | +30,681 | $76,756 |
| ACADIA HEALTHCARE COMPANY IN |
845,500 | +500 | $69,602 |
| ACHC | 845,500 | +500 | $69,602 |
| ALIGN TECHNOLOGY INC |
302,350 | -41,650 | $63,766 |
| ALGN | 302,350 | -41,650 | $63,766 |
| ACLARIS THERAPEUTICS INC |
3,961,249 | UNCH | $62,390 |
| ACRS | 3,961,249 | UNCH | $62,390 |
| ULTRAGENYX PHARMACEUTICAL IN |
1,290,279 | +102,287 | $59,779 |
| RARE | 1,290,279 | +102,287 | $59,779 |
| BAXTER INTL INC |
1,150,000 | +394,500 | $58,616 |
| BAX | 1,150,000 | +394,500 | $58,616 |
| SAREPTA THERAPEUTICS INC |
436,000 | +6,000 | $56,497 |
| SRPT | 436,000 | +6,000 | $56,497 |
| DEXCOM INC |
490,500 | UNCH | $55,544 |
| DXCM | 490,500 | UNCH | $55,544 |
| ASCENDIS PHARMA A S |
425,500 | UNCH | $51,966 |
| ASND | 425,500 | UNCH | $51,966 |
| SEAGEN INC |
400,200 | +128,200 | $51,430 |
| SGEN | 400,200 | +128,200 | $51,430 |
| RHYTHM PHARMACEUTICALS INC |
1,760,865 | UNCH | $51,276 |
| RYTM | 1,760,865 | UNCH | $51,276 |
| EDWARDS LIFESCIENCES CORP |
645,900 | +14,900 | $48,191 |
| EW | 645,900 | +14,900 | $48,191 |
| XENON PHARMACEUTICALS INC |
1,175,672 | +19,711 | $46,357 |
| XENE | 1,175,672 | +19,711 | $46,357 |
| AMYLYX PHARMACEUTICALS INC |
1,229,637 | +825,900 | $45,435 |
| AMLX | 1,229,637 | +825,900 | $45,435 |
| PROTHENA CORP PLC |
753,462 | +75,000 | $45,396 |
| PRTA | 753,462 | +75,000 | $45,396 |
| EXACT SCIENCES CORP |
887,500 | +308,900 | $43,940 |
| EXAS | 887,500 | +308,900 | $43,940 |
| WEST PHARMACEUTICAL SVSC INC |
185,500 | +5,000 | $43,657 |
| WST | 185,500 | +5,000 | $43,657 |
| NEVRO CORP |
$43,144 | ||
| NVRO | 1,077,900 | +290,900 | $42,685 |
| NOTE 2 | 500,000 | UNCH | $459 |
| PHREESIA INC |
1,302,500 | UNCH | $42,149 |
| PHR | 1,302,500 | UNCH | $42,149 |
| PACIRA BIOSCIENCES INC |
1,032,600 | +15,100 | $39,869 |
| PCRX | 1,032,600 | +15,100 | $39,869 |
| OLINK HLDG AB |
1,445,000 | UNCH | $36,674 |
| OLK | 1,445,000 | UNCH | $36,674 |
| MIRATI THERAPEUTICS INC |
805,024 | -61,752 | $36,476 |
| MRTX | 805,024 | -61,752 | $36,476 |
| MIRUM PHARMACEUTICALS INC |
1,795,733 | UNCH | $35,017 |
| MIRM | 1,795,733 | UNCH | $35,017 |
| FRESHPET INC |
657,000 | -43,000 | $34,670 |
| FRPT | 657,000 | -43,000 | $34,670 |
| ABCAM PLC |
2,180,000 | +147,500 | $33,921 |
| ABCM | 2,180,000 | +147,500 | $33,921 |
| ZAI LAB LTD |
1,059,700 | -132,700 | $32,533 |
| ZLAB | 1,059,700 | -132,700 | $32,533 |
| KYMERA THERAPEUTICS INC |
1,227,779 | +181,036 | $30,645 |
| KYMR | 1,227,779 | +181,036 | $30,645 |
| IRHYTHM TECHNOLOGIES INC |
309,450 | +16,200 | $28,986 |
| IRTC | 309,450 | +16,200 | $28,986 |
| BIOMARIN PHARMACEUTICAL INC |
264,500 | UNCH | $27,373 |
| BMRN | 264,500 | UNCH | $27,373 |
| SELECT SECTOR SPDR TR (XLV) |
200,000 | UNCH | $27,170 |
| XLV | 200,000 | UNCH | $27,170 |
| COMPASS THERAPEUTICS INC |
5,333,188 | UNCH | $26,826 |
| CMPX | 5,333,188 | UNCH | $26,826 |
See Full List: All Stocks Held By Rock Springs Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rock Springs Capital Management LP
|
Size ($ in 1000's)
At 12/31/2022: $4,155,903 At 09/30/2022: $3,871,568 Rock Springs Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rock Springs Capital Management LP 13F filings. Link to 13F filings: SEC filings |
