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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $2.07亿 | 10.10% | 1,105,210 | -104,255 | -8.6% | -$1,952.49万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.24亿 | 6.04% | 2,179,069 | 701,115 | 47.4% | $3,983.03万 | 加仓 |
| LLY | ELI LILLY & CO | $1.18亿 | 5.78% | 98,700 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9,396.57万 | 4.59% | 174,999 | 4,000 | 2.3% | $214.78万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $9,343.88万 | 4.56% | 798,145 | -13,149 | -1.6% | -$153.94万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7,689.92万 | 3.75% | 692,598 | 2,850 | 0.4% | $31.64万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $5,196.34万 | 2.54% | 453,156 | -43,715 | -8.8% | -$501.28万 | 减仓 |
| ARGX | ARGENX SE | $4,893.99万 | 2.39% | 52,750 | -45,750 | -46.4% | -$4,244.55万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $4,500.90万 | 2.20% | 168,750 | 168,750 | — | $4,500.90万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,128.06万 | 2.01% | 683,907 | -79,113 | -10.4% | -$477.53万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3,934.99万 | 1.92% | 715,452 | -24,364 | -3.3% | -$134.00万 | 减仓 |
| INSM | INSMED INC | $3,861.24万 | 1.88% | 362,150 | 47,850 | 15.2% | $510.18万 | 加仓 |
| PEN | PENUMBRA INC | $3,654.81万 | 1.78% | 115,750 | -4,750 | -3.9% | -$149.98万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3,436.58万 | 1.68% | 640,317 | 100 | 0.0% | $5,367 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $3,231.67万 | 1.58% | 967,855 | -250,918 | -20.6% | -$837.82万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $3,207.49万 | 1.57% | 269,650 | 7,900 | 3.0% | $93.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,040.66万 | 1.48% | 76,460 | -5,540 | -6.8% | -$220.31万 | 减仓 |
| AGL | AGILON HEALTH INC | $2,814.55万 | 1.37% | 262,600 | 2,600 | 1.0% | $27.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,649.64万 | 1.29% | 63,750 | 10,750 | 20.3% | $446.80万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2,601.52万 | 1.27% | 699,146 | 48,876 | 7.5% | $181.87万 | 加仓 |
| ERAS | ERASCA INC | $2,568.74万 | 1.25% | 1,402,150 | 298,681 | 27.1% | $547.18万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,439.54万 | 1.19% | 144,750 | -5,700 | -3.8% | -$96.06万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,357.97万 | 1.15% | 464,625 | -361,875 | -43.8% | -$1,836.52万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $2,338.50万 | 1.14% | 125,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,310.11万 | 1.13% | 343,000 | -12,600 | -3.5% | -$84.86万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $2,290.85万 | 1.12% | 4,330,532 | -142,118 | -3.2% | -$75.18万 | 减仓 |
| MMED | MINIMED GROUP INC | $2,272.40万 | 1.11% | 1,520,000 | 465,000 | 44.1% | $695.17万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,255.64万 | 1.10% | 528,500 | 13,200 | 2.6% | $56.34万 | 加仓 |
| PHVS | PHARVARIS N V | $2,241.94万 | 1.09% | 648,333 | 2,800 | 0.4% | $9.68万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $2,182.33万 | 1.07% | 662,918 | 662,918 | — | $2,182.33万 | 新建仓 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $2,113.56万 | 1.03% | 575,432 | 575,432 | — | $2,113.56万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $2,092.52万 | 1.02% | 942,154 | -30,044 | -3.1% | -$66.73万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,009.38万 | 0.98% | 66,750 | -7,250 | -9.8% | -$218.25万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,996.60万 | 0.97% | 515,917 | -108,238 | -17.3% | -$418.88万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1,976.34万 | 0.96% | 532,563 | -266,600 | -33.4% | -$989.35万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,974.92万 | 0.96% | 582,744 | -6,050 | -1.0% | -$20.50万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1,834.76万 | 0.90% | 427,584 | -76,001 | -15.1% | -$326.12万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,743.99万 | 0.85% | 277,087 | 51,908 | 23.1% | $326.71万 | 加仓 |
| HTFL | HEARTFLOW INC | $1,682.65万 | 0.82% | 573,500 | 1,000 | 0.2% | $2.93万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1,646.16万 | 0.80% | 298,218 | 10,251 | 3.6% | $56.59万 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,601.40万 | 0.78% | 187,980 | 142,616 | 314.4% | $1,214.95万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $1,589.26万 | 0.78% | 535,286 | 46,191 | 9.4% | $137.14万 | 加仓 |
| PBLS | PARABILIS MEDICINES INC | $1,582.06万 | 0.77% | 578,028 | 578,028 | — | $1,582.06万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $1,547.94万 | 0.76% | 814,707 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1,453.36万 | 0.71% | 76,300 | 14,800 | 24.1% | $281.91万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,427.18万 | 0.70% | 456,551 | 69,636 | 18.0% | $217.68万 | 加仓 |
| EVH | EVOLENT HEALTH INC | $1,355.00万 | 0.66% | 2,500,000 | -175,000 | -6.5% | -$94.85万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $1,323.86万 | 0.65% | 162,298 | 500 | 0.3% | $4.08万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,308.40万 | 0.64% | 484,951 | 45,200 | 10.3% | $121.95万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $1,274.27万 | 0.62% | 502,077 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $1,143.30万 | 0.56% | 2,241,769 | -57,704 | -2.5% | -$29.43万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $1,088.48万 | 0.53% | 244,000 | 112,200 | 85.1% | $500.52万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,078.10万 | 0.53% | 144,750 | 16,500 | 12.9% | $122.89万 | 加仓 |
| ALKS | ALKERMES PLC | $1,046.91万 | 0.51% | 199,811 | 15,825 | 8.6% | $82.92万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,041.76万 | 0.51% | 715,000 | 5,000 | 0.7% | $7.29万 | 加仓 |
| AZTA | AZENTA INC | $1,028.46万 | 0.50% | 403,000 | -166,100 | -29.2% | -$423.89万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1,007.29万 | 0.49% | 245,500 | 45,500 | 22.8% | $186.69万 | 加仓 |
| SYK | STRYKER CORPORATION | $913.04万 | 0.45% | 29,000 | 14,200 | 95.9% | $447.07万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $897.58万 | 0.44% | 499,764 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $868.73万 | 0.42% | 487,500 | -75,500 | -13.4% | -$134.54万 | 减仓 |
| OMDA | OMADA HEALTH INC | $818.74万 | 0.40% | 373,000 | -168,000 | -31.1% | -$368.76万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $771.96万 | 0.38% | 3,524,929 | 219,621 | 6.6% | $48.10万 | 加仓 |
| IMNM | IMMUNOME INC | $736.70万 | 0.36% | 347,666 | 0 | 0.0% | — | 不变 |
| — | EDAP TMS S A | $717.95万 | 0.35% | 1,386,000 | 8,000 | 0.6% | $4.14万 | 加仓 |
| PHR | PHREESIA INC | $717.11万 | 0.35% | 696,900 | 96,500 | 16.1% | $99.30万 | 加仓 |
| OMER | OMEROS CORP | $683.29万 | 0.33% | 718,499 | 718,499 | — | $683.29万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $673.55万 | 0.33% | 143,187 | 143,187 | — | $673.55万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $626.04万 | 0.31% | 72,000 | 21,750 | 43.3% | $189.12万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $563.73万 | 0.28% | 367,009 | 0 | 0.0% | — | 不变 |
| — | MOBIA MED INC | $560.39万 | 0.27% | 418,200 | 418,200 | — | $560.39万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $554.94万 | 0.27% | 180,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $501.36万 | 0.24% | 10,000 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $484.90万 | 0.24% | 260,000 | 260,000 | — | $484.90万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $437.39万 | 0.21% | 99,429 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $413.80万 | 0.20% | 40,000 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $383.98万 | 0.19% | 268,519 | 9,780 | 3.8% | $13.99万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $376.81万 | 0.18% | 383,716 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $375.13万 | 0.18% | 42,254 | 42,254 | — | $375.13万 | 新建仓 |
| — | TALPHERA INC | $369.69万 | 0.18% | 3,589,186 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $357.44万 | 0.17% | 101,000 | 4,000 | 4.1% | $14.16万 | 加仓 |
| PCVX | VAXCYTE INC | $350.23万 | 0.17% | 60,250 | 0 | 0.0% | — | 不变 |
| NGNE | NEUROGENE INC | $335.73万 | 0.16% | 106,750 | 2,411 | 2.3% | $7.58万 | 加仓 |
| IPSC | CENTURY THERAPEUTICS INC | $319.56万 | 0.16% | 1,304,347 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $311.40万 | 0.15% | 360,000 | 10,000 | 2.9% | $8.65万 | 加仓 |
| NVO | NOVO-NORDISK A S | $304.42万 | 0.15% | 63,500 | -26,500 | -29.4% | -$127.04万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $294.21万 | 0.14% | 235,178 | 64,800 | 38.0% | $81.06万 | 加仓 |
| — | NERVGEN PHARMA CORP | $248.90万 | 0.12% | 1,208,231 | 1,208,231 | — | $248.90万 | 新建仓 |
| MDT | MEDTRONIC PLC | $241.73万 | 0.12% | 30,900 | 30,900 | — | $241.73万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $199.89万 | 0.10% | 59,000 | 13,500 | 29.7% | $45.74万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $198.14万 | 0.10% | 20,326 | -6,431 | -24.0% | -$62.69万 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $193.25万 | 0.09% | 250,000 | 250,000 | — | $193.25万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $179.27万 | 0.09% | 74,448 | 74,448 | — | $179.27万 | 新建仓 |
| LENZ | LENZ THERAPEUTICS INC | $146.24万 | 0.07% | 257,460 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $143.33万 | 0.07% | 471,465 | 471,465 | — | $143.33万 | 新建仓 |
| KLRA | KAILERA THERAPEUTICS INC | $143.19万 | 0.07% | 65,000 | 65,000 | — | $143.19万 | 新建仓 |
| SGRY | SURGERY PARTNERS INC | $141.12万 | 0.07% | 84,000 | -124,000 | -59.6% | -$208.32万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $134.62万 | 0.07% | 5,500 | 5,500 | — | $134.62万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $114.69万 | 0.06% | 12,051 | 7,928 | 192.3% | $75.45万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $99.48万 | 0.05% | 25,500 | -70,500 | -73.4% | -$275.02万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $96.75万 | 0.05% | 33,500 | -7,000 | -17.3% | -$20.22万 | 减仓 |