Rock Springs Capital Management LP
•CIK: 1595725•Filing: Q4 2025
**Rock Springs Capital Management LP** manages $1.9B across a portfolio of 98 positions, exhibiting a concentrated, deep-value approach. The fund's top holdings reveal significant allocations to biotechnology and specialized healthcare names, notably LLY at $113.3M and RVMD at $106.4M. Further substantial exposure includes ARGX ($86.8M) and TVTX ($84.5M), signaling a focused conviction in high-growth, science-driven sectors. This positioning suggests a tactical, research-intensive mandate targeting asymmetric upside potential within the life sciences landscape.
Total AUM
$1.9B
QoQ Performance
+14.0%
Positions
97
Top 10 Concentration
39.9%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
RVMD
LLY5.8%
RVMD5.5%
ARGX4.5%
TVTX4.3%
MDGL4.2%
RYTM3.8%
EXK3.1%
MIRM3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.5%
Healthcare7.5%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW18 new positions
↑32 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023