Rock Springs Capital Management
Rock Springs Capital Management reported 104 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (10.1%), TVTX (6.0%) and LLY (5.8%). Compared with Q1 2026, the fund opened new positions in ASND, AVLN and COAG, added to TVTX, MDGL and RYTM, trimmed RVMD, MIRM and KYMR and sold out of ASND, REGN and XBI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RVMD Revolution Medicines Inc | $207M | 10.1% | 1.1M | −104K (−9%) | 8 of 8 | |
| 2 |  TVTX Travere Therapeutics Inc | $124M | 6.0% | 2.2M | +701K (+47%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $118M | 5.8% | 99K | No change | 8 of 8 | |
| 4 |  MDGL Madrigal Pharmaceuticals Inc | $94M | 4.6% | 175K | +4,000 (+2%) | 8 of 8 | |
| 5 |  MIRM Mirum Pharmaceuticals Inc | $93.4M | 4.6% | 798K | −13K (−2%) | 8 of 8 | |
| 6 |  RYTM Rhythm Pharmaceuticals Inc | $76.9M | 3.8% | 693K | +2,850 (+0%) | 8 of 8 | |
| 7 |  KYMR Kymera Therapeutics Inc | $52M | 2.5% | 453K | −44K (−9%) | 8 of 8 | |
| 8 |  ARGX Argenx SE | $48.9M | 2.4% | 53K | −46K (−46%) | 8 of 8 | |
| 9 |  ASND Ascendis Pharma A/s | $45M | 2.2% | 169K | New position | 1 of 8 | |
| 10 |  XENE Xenon Pharmaceuticals Inc | $41.3M | 2.0% | 684K | −79K (−10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
ASND Ascendis Pharma A/s | $44.4M | 194K |
ARCELLX INC | $19.5M | 170K |
CENTESSA PHARMACEUTICALS PLC | $14M | 352K |
SOLENO THERAPEUTICS INC | $8.6M | 257K |
 REGN Regeneron Pharmaceutical | $7.8M | 10K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rock Springs Capital Management 13F FAQ
What does Rock Springs Capital Management own?
Rock Springs Capital Management reported 104 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (10.1%), TVTX (6.0%) and LLY (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Rock Springs Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 39 added to, 30 trimmed and 13 sold out. New positions include ASND, AVLN and COAG. It sold all of ASND, REGN and XBI.
When will Rock Springs Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rock Springs Capital Management's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.