Rock Springs Capital Management LP holds a diversified book of 100 stocks worth $1.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Minimed Group Inc and trimmed Revolution Medicines Inc. Their largest long position is Revolution Medicines Inc at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1595725/holdings"
Use Arkolith to show Rock Springs Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $117.6M | 1.21M | 6.9% | ▼−9.4% Reduced · −126K sh | |
| 2 | Eli Lilly & Co COM | $90.8M | 98.7K | 5.4% | ▼−6.3% Reduced · −7K sh | |
| 3 | Madrigal Pharmaceuticals Inc COM | $89.5M | 171.0K | 5.3% | ▲+22% Added · +31K sh | |
| 4 | Mirum Pharmaceuticals Inc COM | $74.9M | 811.3K | 4.4% | ▲+6.4% Added · +49K sh | |
| 5 | Argenx SE SPONSORED ADR | $71.9M | 98.5K | 4.2% | ▼−4.6% Reduced · −5K sh | |
| 6 | Rhythm Pharmaceuticals Inc COM | $60.0M | 689.7K | 3.5% | ▼−0.8% Reduced · −5K sh | |
| 7 | Insmed Inc COM PAR $.01 | $51.4M | 314.3K | 3.0% | ▼−1.6% Reduced · −5K sh | |
| 8 | Ascendis Pharma A/s SPONSORED ADR | $44.4M | 194.0K | 2.6% | ▼−4.7% Reduced · −10K sh | |
| 9 | Xenon Pharmaceuticals Inc COM | $44.4M | 763.0K | 2.6% | ▼−3.1% Reduced · −25K sh | |
| 10 | Travere Therapeutics Inc COM | $43.9M | 1.48M | 2.6% | ▼−33% Reduced · −732K sh | |
| 11 | Kymera Therapeutics Inc COM | $41.4M | 496.9K | 2.4% | —Held | |
| 12 | Penumbra Inc COM | $39.6M | 120.5K | 2.3% | —Held | |
| 13 | Intuitive Surgical Inc COM NEW | $37.8M | 82.0K | 2.2% | —Held | |
| 14 | Scholar Rock Hldg Corp COM | $36.4M | 739.8K | 2.1% | ▲+0.9% Added · +6K sh | |
| 15 | Enliven Therapeutics Inc COM | $32.4M | 826.5K | 1.9% | ▲+3.5% Added · +28K sh | |
| 16 | Boston Scientific Corp COM | $32.3M | 515.3K | 1.9% | ▲+29% Added · +116K sh | |
| 17 | Irhythm Holdings Inc COM | $30.9M | 261.8K | 1.8% | ▲+11% Added · +27K sh | |
| 18 | Structure Therapeutics Inc SPONSORED ADS | $30.9M | 640.2K | 1.8% | ▼−14% Reduced · −108K sh | |
| 19 | Agios Pharmaceuticals Inc COM | $27.0M | 799.2K | 1.6% | —Held | |
| 20 | Ultragenyx Pharmaceutical In COM | $25.5M | 1.22M | 1.5% | ▼−3.8% Reduced · −48K sh | |
| 21 | Alnylam Pharmaceuticals Inc COM | $24.5M | 74.0K | 1.4% | ▲+3.9% Added · +3K sh | |
| 22 | Cogent Biosciences Inc COM | $24.0M | 624.2K | 1.4% | ▼−26% Reduced · −225K sh | |
| 23 | Tenet Healthcare Corp COM NEW | $23.6M | 125.0K | 1.4% | —Held | |
| 24 | Dexcom Inc COM | $22.3M | 355.6K | 1.3% | ▲+2.4% Added · +8K sh | |
| 25 | Celldex Therapeutics Inc New COM NEW | $20.6M | 650.3K | 1.2% | ▼−6.1% Reduced · −42K sh | |
| 26 | Vera Therapeutics Inc CL A | $20.3M | 503.6K | 1.2% | ▼−11% Reduced · −65K sh | |
| 27 | Neurocrine Biosciences Inc COM | $19.8M | 150.4K | 1.2% | ▲+20% Added · +25K sh | |
| 28 | Arcellx Inc COMMON STOCK | $19.5M | 169.9K | 1.1% | —Held | |
| 29 | Newamsterdam Pharma Company ORDINARY SHARES | $18.8M | 588.8K | 1.1% | ▲+5.7% Added · +32K sh | |
| 30 | Pharvaris N V COM | $18.2M | 645.5K | 1.1% | ▲+3.5% Added · +22K sh | |
| 31 | Erasca Inc COM | $17.9M | 1.10M | 1.1% | ▲+16% Added · +152K sh | |
| 32 | Dyne Therapeutics Inc COM | $17.6M | 972.2K | 1.0% | ▲+6.5% Added · +59K sh | |
| 33 | Compass Therapeutics Inc COM | $17.5M | 3.31M | 1.0% | ▼−16% Reduced · −622K sh | |
| 34 | Aclaris Therapeutics Inc COM | $16.8M | 4.47M | 1.0% | ▲+0.4% Added · +19K sh | |
| 35 | Tarsus Pharmaceuticals Inc COM | $15.8M | 225.2K | 0.9% | ▼−14% Reduced · −35K sh | |
| 36 | Minimed Group Inc COM | $15.7M | 1.05M | 0.9% | ▲New New position | |
| 37 | Zai Lab Ltd ADR | $15.3M | 814.7K | 0.9% | ▲+0.4% Added · +3K sh | |
| 38 | Unitedhealth Group Inc COM | $14.3M | 53.0K | 0.8% | ▲+30% Added · +12K sh | |
| 39 | Centessa Pharmaceuticals PLC SPONSORED ADS | $14.0M | 351.8K | 0.8% | ▲+8.6% Added · +28K sh | |
| 40 | Heartflow Inc COM | $13.9M | 572.5K | 0.8% | ▲+106% Added · +295K sh | |
| 41 | Ardelyx Inc COM | $13.8M | 2.30M | 0.8% | —Held | |
| 42 | Summit Therapeutics Inc COM | $13.5M | 710.0K | 0.8% | —Held | |
| 43 | Azenta Inc COM | $12.0M | 569.1K | 0.7% | —Held | |
| 44 | Mineralys Therapeutics Inc COM | $11.9M | 439.8K | 0.7% | ▲+2.8% Added · +12K sh | |
| 45 | Danaher Corp Del COM | $11.7M | 61.5K | 0.7% | —Held | |
| 46 | PTC Therapeutics Inc COM | $11.0M | 161.8K | 0.6% | ▲+161% Added · +100K sh | |
| 47 | Caris Life Sciences Inc COM | $10.1M | 563.0K | 0.6% | ▼−18% Reduced · −125K sh | |
| 48 | Zenas Biopharma Inc COM | $9.8M | 502.1K | 0.6% | —Held | |
| 49 | Bicara Therapeutics Inc COM | $9.7M | 489.1K | 0.6% | ▲+14% Added · +60K sh | |
| 50 | Bridgebio Pharma Inc COM | $9.5M | 128.3K | 0.6% | ▲+24% Added · +25K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 100 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 99 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 93 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 93 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 96 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 107 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 109 | $3.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 112 | $3.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 114 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 104 | $4.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 120 | $3.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 123 | $4.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 121 | $4.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 120 | $4.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 128 | $3.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 131 | $3.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 135 | $4.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 136 | $4.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 153 | $4.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 156 | $5.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 151 | $4.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 155 | $4.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 148 | $3.9B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 143 | $3.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.