← k velikim vlagateljem
Rock Springs Capital Management, LP
institucionalni vlagatelj · portfelj $2.05 mrd. · 104 pozicij · poročilo na dan 30.06.2026
Pozicije v delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 117
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v četrtletju |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 1 105 210 | $207 mio. | 10.10% | −104 255 |
| Travere Therapeutics Inc US:TVTX | 2 179 069 | $124 mio. | 6.04% | +701 115 |
| Eli Lilly and Company US:LLY | 98 700 | $118 mio. | 5.78% | — |
| Madrigal Pharmaceuticals Inc US:MDGL | 174 999 | $94.0 mio. | 4.59% | +4 000 |
| Mirum Pharmaceuticals Inc US:MIRM | 798 145 | $93.4 mio. | 4.56% | −13 149 |
| Rhythm Pharmaceuticals Inc US:RYTM | 692 598 | $76.9 mio. | 3.75% | +2 850 |
| Kymera Therapeutics Inc US:KYMR | 453 156 | $52.0 mio. | 2.54% | −43 715 |
| argenx SE US:ARGX | 52 750 | $48.9 mio. | 2.39% | −45 750 |
| ASCENDIS PHARMA A/S CUSIP K08588103 | 168 750 | $45.0 mio. | 2.20% | nova |
| Xenon Pharmaceuticals Inc US:XENE | 683 907 | $41.3 mio. | 2.01% | −79 113 |
| Scholar Rock Holding Corp US:SRRK | 715 452 | $39.3 mio. | 1.92% | −24 364 |
| Insmed Inc US:INSM | 362 150 | $38.6 mio. | 1.88% | +47 850 |
| Penumbra Inc US:PEN | 115 750 | $36.5 mio. | 1.78% | −4 750 |
| Structure Therapeutics Inc. US:GPCR | 640 317 | $34.4 mio. | 1.68% | +100 |
| Ultragenyx US:RARE | 967 855 | $32.3 mio. | 1.58% | −250 918 |
| iRhythm Technologies Inc US:IRTC | 269 650 | $32.1 mio. | 1.57% | +7 900 |
| Intuitive Surgical Inc US:ISRG | 76 460 | $30.4 mio. | 1.48% | −5 540 |
| agilon health Inc US:AGL | 262 600 | $28.1 mio. | 1.37% | +2 600 |
| UNITEDHEALTH GROUP INC US:UNH | 63 750 | $26.5 mio. | 1.29% | +10 750 |
| Celldex Therapeutics Inc US:CLDX | 699 146 | $26.0 mio. | 1.27% | +48 876 |
| Erasca Inc US:ERAS | 1 402 150 | $25.7 mio. | 1.25% | +298 681 |
| Neurocrine Biosciences Inc US:NBIX | 144 750 | $24.4 mio. | 1.19% | −5 700 |
| Enliven Therapeutics Inc. US:ELVN | 464 625 | $23.6 mio. | 1.15% | −361 875 |
| Tenet Healthcare Corporation US:THC | 125 000 | $23.4 mio. | 1.14% | — |
| DexCom Inc US:DXCM | 343 000 | $23.1 mio. | 1.13% | −12 600 |
| Aclaris Therapeutics Inc US:ACRS | 4 330 532 | $22.9 mio. | 1.12% | −142 118 |
| MiniMed Group, Inc. US:MMED | 1 520 000 | $22.7 mio. | 1.11% | +465 000 |
| Boston Scientific Corp US:BSX | 528 500 | $22.6 mio. | 1.10% | +13 200 |
| PHARVARIS N V CUSIP N69605108 | 648 333 | $22.4 mio. | 1.09% | +2 800 |
| Avalyn Pharma Inc. US:AVLN | 662 918 | $21.8 mio. | 1.07% | nova |
| Hemab Therapeutics Holdings,… US:COAG | 575 432 | $21.1 mio. | 1.03% | nova |
| Dyne Therapeutics Inc US:DYN | 942 154 | $20.9 mio. | 1.02% | −30 044 |
| Alnylam Pharmaceuticals Inc US:ALNY | 66 750 | $20.1 mio. | 0.98% | −7 250 |
| Cogent Biosciences Inc US:COGT | 515 917 | $20.0 mio. | 0.97% | −108 238 |
| Agios Pharm US:AGIO | 532 563 | $19.8 mio. | 0.96% | −266 600 |
| NEWAMSTERDAM PHARMA COMPANY CUSIP N62509109 | 582 744 | $19.7 mio. | 0.96% | −6 050 |
| Vera Therapeutics Inc US:VERA | 427 584 | $18.3 mio. | 0.90% | −76 001 |
| Tarsus Pharmaceuticals Inc US:TARS | 277 087 | $17.4 mio. | 0.85% | +51 908 |
| Heartflow, Inc. US:HTFL | 573 500 | $16.8 mio. | 0.82% | +1 000 |
| MBX Biosciences, Inc. US:MBX | 298 218 | $16.5 mio. | 0.80% | +10 251 |
| Cytokinetics Inc US:CYTK | 187 980 | $16.0 mio. | 0.78% | +142 616 |
| Bicara Therapeutics Inc. US:BCAX | 535 286 | $15.9 mio. | 0.78% | +46 191 |
| Parabilis Medicines, Inc. US:PBLS | 578 028 | $15.8 mio. | 0.77% | nova |
| Zai Lab Ltd US:ZLAB | 814 707 | $15.5 mio. | 0.76% | — |
| Danaher Corporation US:DHR | 76 300 | $14.5 mio. | 0.71% | +14 800 |
| Tango Therapeutics, Inc. US:TNGX | 456 551 | $14.3 mio. | 0.70% | +69 636 |
| Evolent Health Inc US:EVH | 2 500 000 | $13.6 mio. | 0.66% | −175 000 |
| PTC Therapeutics Inc US:PTCT | 162 298 | $13.2 mio. | 0.65% | +500 |
| Mineralys Therapeutics, Inc. US:MLYS | 484 951 | $13.1 mio. | 0.64% | +45 200 |
| Zenas BioPharma, Inc. US:ZBIO | 502 077 | $12.7 mio. | 0.62% | — |
| Ardelyx Inc US:ARDX | 2 241 769 | $11.4 mio. | 0.56% | −57 704 |
| Inspire Medical Systems Inc US:INSP | 244 000 | $10.9 mio. | 0.53% | +112 200 |
| BridgeBio Pharma Inc US:BBIO | 144 750 | $10.8 mio. | 0.53% | +16 500 |
| ALKERMES PLC CUSIP G01767105 | 199 811 | $10.5 mio. | 0.51% | +15 825 |
| Summit Therapeutics PLC US:SMMT | 715 000 | $10.4 mio. | 0.51% | +5 000 |
| Azenta Inc US:AZTA | 403 000 | $10.3 mio. | 0.50% | −166 100 |
| Indivior PLC US:INDV | 245 500 | $10.1 mio. | 0.49% | +45 500 |
| STRYKER CORP US:SYK | 29 000 | $9.13 mio. | 0.45% | +14 200 |
| Amylyx Pharmaceuticals Inc US:AMLX | 499 764 | $8.98 mio. | 0.44% | — |
| Caris Life Sciences, Inc. US:CAI | 487 500 | $8.69 mio. | 0.42% | −75 500 |
| Omada Health, Inc. US:OMDA | 373 000 | $8.19 mio. | 0.40% | −168 000 |
| Compass Therapeutics, Inc. US:CMPX | 3 524 929 | $7.72 mio. | 0.38% | +219 621 |
| Immunome Inc US:IMNM | 347 666 | $7.37 mio. | 0.36% | — |
| EDAP TMS S.A. US:FOCL | 1 386 000 | $7.18 mio. | 0.35% | +8 000 |
| Phreesia Inc US:PHR | 696 900 | $7.17 mio. | 0.35% | +96 500 |
| OMEROS CORP US:OMER | 718 499 | $6.83 mio. | 0.33% | nova |
| Definium Therapeutics, Inc. US:DFTX | 143 187 | $6.74 mio. | 0.33% | nova |
| Corcept Therapeutics Incorpo… US:CORT | 72 000 | $6.26 mio. | 0.31% | +21 750 |
| Janux Therapeutics Inc US:JANX | 367 009 | $5.64 mio. | 0.28% | — |
| Mobia Medical, Inc. US:MOBI | 418 200 | $5.60 mio. | 0.27% | nova |
| Arcus Biosciences Inc US:RCUS | 180 000 | $5.55 mio. | 0.27% | — |
| Thermo Fisher Scientific Inc US:TMO | 10 000 | $5.01 mio. | 0.24% | — |
| Trevi Therapeutics Inc US:TRVI | 260 000 | $4.85 mio. | 0.24% | nova |
| Sionna Therapeutics, Inc. US:SION | 99 429 | $4.37 mio. | 0.21% | — |
| CVS Health Corp US:CVS | 40 000 | $4.14 mio. | 0.20% | — |
| EyePoint, Inc US:EYPT | 268 519 | $3.84 mio. | 0.19% | +9 780 |
| Ocular Therapeutix Inc US:OCUL | 383 716 | $3.77 mio. | 0.18% | — |
| Spyre Therapeutics Inc. US:SYRE | 42 254 | $3.75 mio. | 0.18% | nova |
| Talphera Inc. US:TLPH | 3 589 186 | $3.70 mio. | 0.18% | — |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 101 000 | $3.57 mio. | 0.17% | +4 000 |
| Vaxcyte Inc US:PCVX | 60 250 | $3.50 mio. | 0.17% | — |
| Neurogene Inc US:NGNE | 106 750 | $3.36 mio. | 0.16% | +2 411 |
| Century Therapeutics Inc US:IPSC | 1 304 347 | $3.20 mio. | 0.16% | — |
| Alphatec Holdings, Inc. US:ATEC | 360 000 | $3.11 mio. | 0.15% | +10 000 |
| Novo Nordisk A/S US:NVO | 63 500 | $3.04 mio. | 0.15% | −26 500 |
| Olema Pharmaceuticals Inc US:OLMA | 235 178 | $2.94 mio. | 0.14% | +64 800 |
| NervGen Pharma Corp. US:NGEN | 1 208 231 | $2.49 mio. | 0.12% | nova |
| MEDTRONIC PLC CUSIP G5960L103 | 30 900 | $2.42 mio. | 0.12% | nova |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 59 000 | $2.00 mio. | 0.10% | +13 500 |
| Dianthus Therapeutics Inc. US:DNTH | 20 326 | $1.98 mio. | 0.10% | −6 431 |
| Sagimet Biosciences Inc. Ser… US:SGMT | 250 000 | $1.93 mio. | 0.09% | nova |
| Capricor Therapeutics Inc US:CAPR | 74 448 | $1.79 mio. | 0.09% | nova |
| LENZ Therapeutics Inc US:LENZ | 257 460 | $1.46 mio. | 0.07% | — |
| Altimmune Inc US:ALT | 471 465 | $1.43 mio. | 0.07% | nova |
| Kailera Therapeutics, Inc. US:KLRA | 65 000 | $1.43 mio. | 0.07% | nova |
| Surgery Partners Inc US:SGRY | 84 000 | $1.41 mio. | 0.07% | −124 000 |
| Axsome Therapeutics Inc US:AXSM | 5 500 | $1.35 mio. | 0.07% | nova |
| Oruka Therapeutics, Inc. US:ORKA | 12 051 | $1.15 mio. | 0.06% | +7 928 |
| Viking Therapeutics Inc US:VKTX | 25 500 | $995 tis. | 0.05% | −70 500 |
| Legend Biotech Corp US:LEGN | 33 500 | $967 tis. | 0.05% | −7 000 |
| Glaukos Corp US:GKOS | 4 750 | $664 tis. | 0.03% | nova |
| Jasper Therapeutics, Inc. US:JSPR | 1 100 726 | $463 tis. | 0.02% | — |
| BioCryst Pharmaceuticals Inc US:BCRX | 22 124 | $221 tis. | 0.01% | +9 524 |
| MoonLake Immunotherapeutics US:MLTX | 10 696 | $208 tis. | 0.01% | −51 004 |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (bilo je 351 828) | — | — | prodana |
| Edwards Lifesciences Corp US:EW | 0 (bilo je 28 900) | — | — | prodana |
| GOSSAMER BIO INC CUSIP 38341P102 | 0 (bilo je 1 609 492) | — | — | prodana |
| Regeneron Pharmaceuticals In… US:REGN | 0 (bilo je 10 100) | — | — | prodana |
| SPDR® S&P Biotech ETF US:XBI · ETF | 0 (bilo je 30 000) | — | — | prodana |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (bilo je 257 253) | — | — | prodana |
| TERNS PHARMACEUTICALS INC CUSIP 880881107 | 0 (bilo je 113 748) | — | — | prodana |
| JAZZ PHARMACEUTICALS PLC CUSIP G50871105 | 0 (bilo je 5 750) | — | — | prodana |
| Acadia Healthcare Company, I… US:ACHC | 0 (bilo je 75 500) | — | — | prodana |
| AMICUS THERAPEUTIC CUSIP 03152W109 | 0 (bilo je 21 062) | — | — | prodana |
| APELLIS PHARMACEUTICALS INC CUSIP 03753U106 | 0 (bilo je 162 750) | — | — | prodana |
| ARCELLX INC CUSIP 03940C100 | 0 (bilo je 169 859) | — | — | prodana |
| Ascendis Pharma AS US:ASND | 0 (bilo je 194 000) | — | — | prodana |
V podjetjih iz naše baze podatkov 7
| Podjetje | Delež | Delnice | Datum poročila |
|---|---|---|---|
| Talphera Inc. | 6.91% | 3 589 186 | 2026-06-30 |
| Jasper Therapeutics, Inc. | 6.62% | 2 201 452 | 2026-06-30 |
| EDAP TMS S.A. | 3.69% | 1 386 000 | 2026-06-30 |
| Aclaris Therapeutics Inc | 3.1% | 4 330 532 | 2026-06-30 |
| NervGen Pharma Corp. | 1.5% | 1 208 231 | 2026-06-30 |
| Mobia Medical, Inc. | 1.26% | 418 200 | 2026-06-30 |
| MiniMed Group, Inc. | 0.54% | 1 520 000 | 2026-06-30 |
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