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Rock Springs Capital Management LP · 13F 持仓分析
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Rock Springs Capital Management LP

No.1723 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.49亿
环比变动 Q1 2026
+$3.52亿+20.8%
持仓股票数
104
新买入
16
加仓
40
减仓
31
清仓
12
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RREVOLUTION MEDICINES COMRVMD
10.1%6.93%$2.07亿110.5万股$1.18亿120.9万股-10.4万股-8.62%减仓
TTRAVERE THERAPEUTICSTVTX
6.04%2.59%$1.24亿217.9万股$4,391.0万147.8万股+70.1万股+47.44%加仓
礼来LLY
5.78%5.35%$1.18亿9.9万股$9,078.1万9.9万股00.00%持仓不变
MADRIGAL PHARMACEUTICALSMDGL
4.59%5.28%$9,396.6万17.5万股$8,951.3万17.1万股+4,000股+2.34%加仓
MMIRUM PHARMACEUTICALSMIRM
4.56%4.42%$9,343.9万79.8万股$7,494.7万81.1万股-1.3万股-1.62%减仓
RHYTHM PHARMACEUTICALSRYTM
3.75%3.54%$7,689.9万69.3万股$5,998.7万69.0万股+2,850股+0.41%加仓
KYMERA THERAPEUTICSKYMR
2.54%2.44%$5,196.3万45.3万股$4,138.4万49.7万股-4.4万股-8.80%减仓
ARGENX SPONSORED ADRARGX
2.39%4.24%$4,894.0万5.3万股$7,193.0万9.9万股-4.6万股-46.45%减仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
2.2%2.62%$4,500.9万16.9万股$4,437.4万19.4万股-2.5万股-13.02%减仓
XENON PHARMACEUTICALSXENE
2.01%2.62%$4,128.1万68.4万股$4,437.0万76.3万股-7.9万股-10.37%减仓
SCHOLAR ROCKSRRK
1.92%2.14%$3,935.0万71.5万股$3,636.9万74.0万股-2.4万股-3.29%减仓
InsmedINSM
1.88%3.03%$3,861.2万36.2万股$5,139.4万31.4万股+4.8万股+15.22%加仓
PENUMBRAPEN
1.78%2.33%$3,654.8万11.6万股$3,956.9万12.1万股-4,750股-3.94%减仓
STRUCTURE THERAPEUTICSGPCR
1.68%1.82%$3,436.6万64.0万股$3,085.8万64.0万股+100股+0.02%加仓
UULTRAGENYX PHARMACEUTICAL INRARE
1.58%1.5%$3,231.7万96.8万股$2,553.3万121.9万股-25.1万股-20.59%减仓
IRHYTHMIRTC
1.57%1.82%$3,207.5万27.0万股$3,089.2万26.2万股+7,900股+3.02%加仓
直觉外科ISRG
1.48%2.23%$3,040.7万7.6万股$3,780.1万8.2万股-5,540股-6.76%减仓
AAGILON HEALTHAGL
1.37%0.12%$2,814.5万26.3万股$205.7万26.0万股+2,600股+1.00%加仓
联合健康UNH
1.29%0.85%$2,649.6万6.4万股$1,434.1万5.3万股+1.1万股+20.28%加仓
CCELLDEX THERAPEUTICS NEWCLDX
1.27%1.22%$2,601.5万69.9万股$2,062.7万65.0万股+4.9万股+7.52%加仓
EERASCAERAS
1.25%1.05%$2,568.7万140.2万股$1,785.4万110.3万股+29.9万股+27.07%加仓
NeurocrineNBIX
1.19%1.17%$2,439.5万14.5万股$1,982.0万15.0万股-5,700股-3.79%减仓
EENLIVEN THERAPEUTICSELVN
1.15%1.91%$2,358.0万46.5万股$3,239.9万82.7万股-36.2万股-43.78%减仓
TTENET HEALTHCARETHC
1.14%1.39%$2,338.5万12.5万股$2,358.9万12.5万股00.00%持仓不变
德康医疗DXCM
1.13%1.32%$2,310.1万34.3万股$2,233.2万35.6万股-1.3万股-3.54%减仓
AACLARIS THERAPEUTICS INC COMACRS
1.12%0.99%$2,290.9万433.1万股$1,677.2万447.3万股-14.2万股-3.18%减仓
MMINIMED GROUP INC COMMMED
1.11%0.93%$2,272.4万152.0万股$1,574.1万105.5万股+46.5万股+44.08%加仓
BOSTON SCIENTIFIC COMBSX
1.1%1.91%$2,255.6万52.9万股$3,233.5万51.5万股+1.3万股+2.56%加仓
PHARVARISPHVS
1.09%1.07%$2,241.9万64.8万股$1,823.6万64.6万股+2,800股+0.43%加仓
AAVALYN PHARMACEUTICALS INCAVLN
1.07%$2,182.3万66.3万股$00股+66.3万股新买入
HHEMAB THERAPEUTICS HLDGS INCCOAG
1.03%$2,113.6万57.5万股$00股+57.5万股新买入
DDYNE THERAPEUTICSDYN
1.02%1.04%$2,092.5万94.2万股$1,762.6万97.2万股-3.0万股-3.09%减仓
阿里拉姆制药ALNY
0.98%1.44%$2,009.4万6.7万股$2,448.4万7.4万股-7,250股-9.80%减仓
COGENT BIOSCIENCESCOGT
0.97%1.42%$1,996.6万51.6万股$2,402.4万62.4万股-10.8万股-17.34%减仓
AGIOS PHARMACEUTICALSAGIO
0.96%1.59%$1,976.3万53.3万股$2,703.6万79.9万股-26.7万股-33.36%减仓
NNEWAMSTERDAM PHARMANAMS
0.96%1.11%$1,974.9万58.3万股$1,884.7万58.9万股-6,050股-1.03%减仓
VVERA THERAPEUTICSVERA
0.9%1.19%$1,834.8万42.8万股$2,025.9万50.4万股-7.6万股-15.09%减仓
TTARSUS PHARMACEUTICALSTARS
0.85%0.93%$1,744.0万27.7万股$1,579.6万22.5万股+5.2万股+23.05%加仓
HHEARTFLOWHTFL
0.82%0.82%$1,682.6万57.4万股$1,392.9万57.3万股+1,000股+0.17%加仓
MMBX BIOSCIENCESMBX
0.8%0.51%$1,646.2万29.8万股$859.6万28.8万股+1.0万股+3.56%加仓
CYTOKINETICSCYTK
0.78%0.18%$1,601.4万18.8万股$299.0万4.5万股+14.3万股+314.38%加仓
BBICARA THERAPEUTICSBCAX
0.78%0.57%$1,589.3万53.5万股$972.8万48.9万股+4.6万股+9.44%加仓
PPARABILIS MEDICINES INCPBLS
0.77%$1,582.1万57.8万股$00股+57.8万股新买入
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
0.76%0.9%$1,547.9万81.5万股$1,532.5万81.5万股00.00%持仓不变
DANAHER DEL COMDHR
0.71%0.69%$1,453.4万7.6万股$1,166.0万6.2万股+1.5万股+24.07%加仓
TTANGO THERAPEUTICSTNGX
0.7%0.48%$1,427.2万45.7万股$809.4万38.7万股+7.0万股+18.00%加仓
EEVOLENT HEALTHEVH
0.66%0.36%$1,355.0万250.0万股$609.9万267.5万股-17.5万股-6.54%减仓
PTC THERAPEUTICSPTCT
0.65%0.65%$1,323.9万16.2万股$1,102.3万16.2万股+500股+0.31%加仓
MINERALYS THERAPEUTICSMLYS
0.64%0.7%$1,308.4万48.5万股$1,191.3万44.0万股+4.5万股+10.28%加仓
ZZENAS BIOPHARMAZBIO
0.62%0.58%$1,274.3万50.2万股$981.6万50.2万股00.00%持仓不变

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