Rock Springs Capital Management LP
Baltimore MD · SEC CIK 0001595725
$20.49亿2026Q2 申报市值
104持仓数
44.0%前十大占比 · 第一大 10.1%
17 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$4,500.90万
TVTX 加仓+$3,983.03万
AVLN 新建仓+$2,182.33万
COAG 新建仓+$2,113.56万
PBLS 新建仓+$1,582.06万
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$4,437.36万
ARGX 减仓-$4,244.55万
RVMD 减仓-$1,952.49万
ARCELLX INC 清仓-$1,950.32万
ELVN 减仓-$1,836.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $3,040.66万 | 1.48% | 76,460 | -5,540 | -6.8% | -$220.31万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $3,207.49万 | 1.57% | 269,650 | 7,900 | 3.0% | $93.97万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $3,231.67万 | 1.58% | 967,855 | -250,918 | -20.6% | -$837.82万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3,436.58万 | 1.68% | 640,317 | 100 | 0.0% | $5,367 | 加仓 |
| PEN | PENUMBRA INC | $3,654.81万 | 1.78% | 115,750 | -4,750 | -3.9% | -$149.98万 | 减仓 |
| INSM | INSMED INC | $3,861.24万 | 1.88% | 362,150 | 47,850 | 15.2% | $510.18万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3,934.99万 | 1.92% | 715,452 | -24,364 | -3.3% | -$134.00万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,128.06万 | 2.01% | 683,907 | -79,113 | -10.4% | -$477.53万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $4,500.90万 | 2.20% | 168,750 | 168,750 | — | $4,500.90万 | 新建仓 |
| ARGX | ARGENX SE | $4,893.99万 | 2.39% | 52,750 | -45,750 | -46.4% | -$4,244.55万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $5,196.34万 | 2.54% | 453,156 | -43,715 | -8.8% | -$501.28万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7,689.92万 | 3.75% | 692,598 | 2,850 | 0.4% | $31.64万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $9,343.88万 | 4.56% | 798,145 | -13,149 | -1.6% | -$153.94万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9,396.57万 | 4.59% | 174,999 | 4,000 | 2.3% | $214.78万 | 加仓 |
| LLY | ELI LILLY & CO | $1.18亿 | 5.78% | 98,700 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.24亿 | 6.04% | 2,179,069 | 701,115 | 47.4% | $3,983.03万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.07亿 | 10.10% | 1,105,210 | -104,255 | -8.6% | -$1,952.49万 | 减仓 |