Rock Springs Capital Management LP Portfolio Holdings by Sector
Rock Springs Capital Management LP
- $2.51 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ARGX BPMC TVTX MDGL RARE RYTM MIRM ALNY 59 stocks |
$1.47 Million
58.67% of portfolio
|
  30  
|
  14  
|
  5  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
PEN BSX EW IRTC PODD DXCM INSP NVRO 11 stocks |
$272,373
10.87% of portfolio
|
  4  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG WST AZTA WRBY 4 stocks |
$214,041
8.54% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$111,554
4.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH OSCR 2 stocks |
$103,143
4.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$98,348
3.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
PHR EVH 2 stocks |
$74,501
2.97% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ACHC LFST THC AGL 4 stocks |
$72,416
2.89% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
FRPT 1 stocks |
$48,506
1.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS ACRS 2 stocks |
$40,671
1.62% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|