Rock Springs Capital Management LP
Baltimore MD · SEC CIK 0001595725
$16.97亿2026Q1 申报市值
100持仓数
40.6%前十大占比 · 第一大 6.9%
11 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MDGL 加仓+$1,642.70万
MMED 新建仓+$1,574.06万
BSX 加仓+$729.47万
HTFL 加仓+$717.25万
PTCT 加仓+$680.75万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$6,111.88万
CIDARA THERAPEUT 清仓-$4,525.55万
AMICUS THERAPEUT 减仓-$2,760.23万
XBI 减仓-$2,452.42万
TVTX 减仓-$2,175.87万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | $4,391.00万 | 2.59% | 1,477,954 | -732,368 | -33.1% | -$2,175.87万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,436.96万 | 2.62% | 763,020 | -24,768 | -3.1% | -$144.03万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $4,437.36万 | 2.62% | 194,000 | -9,500 | -4.7% | -$217.29万 | 减仓 |
| INSM | INSMED INC | $5,139.43万 | 3.03% | 314,300 | -4,950 | -1.6% | -$80.94万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5,998.74万 | 3.54% | 689,748 | -5,262 | -0.8% | -$45.76万 | 减仓 |
| ARGX | ARGENX SE | $7,192.96万 | 4.24% | 98,500 | -4,750 | -4.6% | -$346.87万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $7,494.73万 | 4.42% | 811,294 | 49,000 | 6.4% | $452.66万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $8,951.28万 | 5.28% | 170,999 | 31,381 | 22.5% | $1,642.70万 | 加仓 |
| LLY | ELI LILLY & CO | $9,078.13万 | 5.35% | 98,700 | -6,700 | -6.4% | -$616.25万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1.18亿 | 6.93% | 1,209,465 | -125,805 | -9.4% | -$1,223.45万 | 减仓 |