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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $1.18亿 | 6.93% | 1,209,465 | -125,805 | -9.4% | -$1,223.45万 | 减仓 |
| LLY | ELI LILLY & CO | $9,078.13万 | 5.35% | 98,700 | -6,700 | -6.4% | -$616.25万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $8,951.28万 | 5.28% | 170,999 | 31,381 | 22.5% | $1,642.70万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $7,494.73万 | 4.42% | 811,294 | 49,000 | 6.4% | $452.66万 | 加仓 |
| ARGX | ARGENX SE | $7,192.96万 | 4.24% | 98,500 | -4,750 | -4.6% | -$346.87万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $5,998.74万 | 3.54% | 689,748 | -5,262 | -0.8% | -$45.76万 | 减仓 |
| INSM | INSMED INC | $5,139.43万 | 3.03% | 314,300 | -4,950 | -1.6% | -$80.94万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $4,437.36万 | 2.62% | 194,000 | -9,500 | -4.7% | -$217.29万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,436.96万 | 2.62% | 763,020 | -24,768 | -3.1% | -$144.03万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $4,391.00万 | 2.59% | 1,477,954 | -732,368 | -33.1% | -$2,175.87万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $4,138.44万 | 2.44% | 496,871 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $3,956.86万 | 2.33% | 120,500 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3,780.12万 | 2.23% | 82,000 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3,636.94万 | 2.14% | 739,816 | 6,339 | 0.9% | $31.16万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $3,239.88万 | 1.91% | 826,500 | 28,095 | 3.5% | $110.13万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,233.51万 | 1.91% | 515,300 | 116,250 | 29.1% | $729.47万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $3,089.17万 | 1.82% | 261,750 | 26,750 | 11.4% | $315.70万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3,085.85万 | 1.82% | 640,217 | -108,019 | -14.4% | -$520.65万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $2,703.57万 | 1.59% | 799,163 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2,553.33万 | 1.50% | 1,218,773 | -48,468 | -3.8% | -$101.54万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,448.44万 | 1.44% | 74,000 | 2,750 | 3.9% | $90.99万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $2,402.37万 | 1.42% | 624,155 | -224,875 | -26.5% | -$865.54万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $2,358.88万 | 1.39% | 125,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,233.17万 | 1.32% | 355,600 | 8,300 | 2.4% | $52.12万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2,062.66万 | 1.22% | 650,270 | -42,268 | -6.1% | -$134.07万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $2,025.92万 | 1.19% | 503,585 | -64,994 | -11.4% | -$261.47万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,982.03万 | 1.17% | 150,450 | 24,950 | 19.9% | $328.69万 | 加仓 |
| — | ARCELLX INC | $1,950.32万 | 1.15% | 169,859 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,884.73万 | 1.11% | 588,794 | 31,600 | 5.7% | $101.15万 | 加仓 |
| PHVS | PHARVARIS N V | $1,823.63万 | 1.07% | 645,533 | 22,131 | 3.6% | $62.52万 | 加仓 |
| ERAS | ERASCA INC | $1,785.41万 | 1.05% | 1,103,469 | 151,759 | 15.9% | $245.55万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $1,762.60万 | 1.04% | 972,198 | 59,243 | 6.5% | $107.41万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $1,748.51万 | 1.03% | 3,305,308 | -621,894 | -15.8% | -$328.98万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $1,677.24万 | 0.99% | 4,472,650 | 18,909 | 0.4% | $7.09万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,579.63万 | 0.93% | 225,179 | -35,165 | -13.5% | -$246.68万 | 减仓 |
| MMED | MINIMED GROUP INC | $1,574.06万 | 0.93% | 1,055,000 | 1,055,000 | — | $1,574.06万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $1,532.46万 | 0.90% | 814,707 | 3,161 | 0.4% | $5.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,434.13万 | 0.85% | 53,000 | 12,200 | 29.9% | $330.12万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $1,397.46万 | 0.82% | 351,828 | 27,813 | 8.6% | $110.47万 | 加仓 |
| HTFL | HEARTFLOW INC | $1,392.89万 | 0.82% | 572,500 | 294,800 | 106.2% | $717.25万 | 加仓 |
| ARDX | ARDELYX INC | $1,377.38万 | 0.81% | 2,299,473 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,346.16万 | 0.79% | 710,000 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $1,202.51万 | 0.71% | 569,100 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,191.29万 | 0.70% | 439,751 | 12,155 | 2.8% | $32.93万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,166.04万 | 0.69% | 61,500 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $1,102.33万 | 0.65% | 161,798 | 99,919 | 161.5% | $680.75万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $1,006.64万 | 0.59% | 563,000 | -124,500 | -18.1% | -$222.61万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $981.56万 | 0.58% | 502,077 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $972.81万 | 0.57% | 489,095 | 60,000 | 14.0% | $119.34万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $952.38万 | 0.56% | 128,250 | 24,750 | 23.9% | $183.79万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $861.28万 | 0.51% | 257,253 | 10,200 | 4.1% | $34.15万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $859.58万 | 0.51% | 287,967 | 5,343 | 1.9% | $15.95万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $809.43万 | 0.48% | 386,915 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $780.37万 | 0.46% | 10,100 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $760.35万 | 0.45% | 347,666 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $694.67万 | 0.41% | 499,764 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $680.04万 | 0.40% | 541,000 | -199,000 | -26.9% | -$250.14万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $679.82万 | 0.40% | 131,800 | 800 | 0.6% | $4.13万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $654.74万 | 0.39% | 162,750 | 12,250 | 8.1% | $49.28万 | 加仓 |
| ALKS | ALKERMES PLC | $650.57万 | 0.38% | 183,986 | 44,758 | 32.1% | $158.26万 | 加仓 |
| EVH | EVOLENT HEALTH INC | $609.90万 | 0.36% | 2,675,000 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $609.60万 | 0.36% | 200,000 | 200,000 | — | $609.60万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $599.68万 | 0.35% | 113,748 | 5,267 | 4.9% | $27.77万 | 加仓 |
| — | EDAP TMS S A | $512.62万 | 0.30% | 1,378,000 | 91,500 | 7.1% | $34.04万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $510.14万 | 0.30% | 367,009 | 8,211 | 2.3% | $11.41万 | 加仓 |
| PHR | PHREESIA INC | $503.14万 | 0.30% | 600,400 | -276,200 | -31.5% | -$231.46万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $491.53万 | 0.29% | 10,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $486.31万 | 0.29% | 14,800 | 14,800 | — | $486.31万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $398.61万 | 0.23% | 99,429 | 0 | 0.0% | — | 不变 |
| RCUS | ARCUS BIOSCIENCES INC | $388.80万 | 0.23% | 180,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $383.19万 | 0.23% | 30,000 | -192,000 | -86.5% | -$2,452.42万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $380.80万 | 0.22% | 350,000 | 47,500 | 15.7% | $51.68万 | 加仓 |
| PCVX | VAXCYTE INC | $350.11万 | 0.21% | 60,250 | 13,250 | 28.2% | $77.00万 | 加仓 |
| EYPT | EYEPOINT INC | $333.51万 | 0.20% | 258,739 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $330.75万 | 0.19% | 90,000 | 90,000 | — | $330.75万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $325.01万 | 0.19% | 383,716 | 37,896 | 11.0% | $32.10万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $312.38万 | 0.18% | 96,000 | 96,000 | — | $312.38万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $298.99万 | 0.18% | 45,364 | 9,511 | 26.5% | $62.69万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $294.78万 | 0.17% | 1,304,347 | 1,304,347 | — | $294.78万 | 新建仓 |
| CVS | CVS HEALTH CORP | $287.28万 | 0.17% | 40,000 | 40,000 | — | $287.28万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $268.69万 | 0.16% | 97,000 | 8,250 | 9.3% | $22.85万 | 加仓 |
| — | TALPHERA INC | $268.08万 | 0.16% | 3,589,186 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $254.03万 | 0.15% | 170,378 | 72,138 | 73.4% | $107.56万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $247.94万 | 0.15% | 208,000 | -102,000 | -32.9% | -$121.58万 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $235.58万 | 0.14% | 257,460 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $231.43万 | 0.14% | 28,900 | -53,600 | -65.0% | -$429.23万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $224.54万 | 0.13% | 26,757 | 26,757 | — | $224.54万 | 新建仓 |
| NGNE | NEUROGENE INC | $210.35万 | 0.12% | 104,339 | 0 | 0.0% | — | 不变 |
| AGL | AGILON HEALTH INC | $205.66万 | 0.12% | 260,000 | 260,000 | — | $205.66万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $202.56万 | 0.12% | 50,250 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $176.59万 | 0.10% | 75,500 | -44,500 | -37.1% | -$104.09万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $137.05万 | 0.08% | 45,500 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $115.01万 | 0.07% | 61,700 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $108.70万 | 0.06% | 5,750 | 4,000 | 228.6% | $75.62万 | 加仓 |
| — | JASPER THERAPEUTICS INC | $96.45万 | 0.06% | 1,100,726 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $73.26万 | 0.04% | 40,500 | 6,700 | 19.8% | $12.12万 | 加仓 |
| — | GOSSAMER BIO INC | $52.87万 | 0.03% | 1,609,492 | -1,657,468 | -50.7% | -$54.45万 | 减仓 |
| — | AMICUS THERAPEUTIC | $30.46万 | 0.02% | 21,062 | -1,908,869 | -98.9% | -$2,760.23万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $20.22万 | 0.01% | 4,123 | 4,123 | — | $20.22万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $12.00万 | 0.01% | 12,600 | 12,600 | — | $12.00万 | 新建仓 |