Titelia

Holdings of Rock Springs Capital Management LP

93 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.8 % of the equity sleeve

Sector breakdown

  • Health care 25.4 %
  • Unattributed 74.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.1 %
  • NL 4.5 %
  • DK 3.0 %
  • KY 1.0 %
  • FR 0.3 %
  • IL 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US861.5B $91.14 %
NL171.9M $4.49 %
DK247.7M $2.97 %
KY216.1M $1.00 %
FR15.1M $0.32 %
IL11.4M $0.09 %

Positions

CompanySharesValueWeight
Revolution Medicines Inc 1,209,465117.6M $
Eli Lilly & Co 98,70090.8M $
Madrigal Pharmaceuticals Inc 170,99989.5M $
Mirum Pharmaceuticals Inc 811,29474.9M $
Argenx SE 98,50071.9M $
Rhythm Pharmaceuticals Inc 689,74860M $
Insmed Inc 314,30051.4M $
Ascendis Pharma A/S 194,00044.4M $
Travere Therapeutics Inc 1,477,95443.9M $
Kymera Therapeutics Inc 496,87141.4M $
Penumbra Inc 120,50039.6M $
Intuitive Surgical Inc 82,00037.8M $
Scholar Rock Holding Corp 739,81636.4M $
Enliven Therapeutics Inc 826,50032.4M $
Boston Scientific Corp 515,30032.3M $
IRhythm Holdings Inc 261,75030.9M $
Structure Therapeutics Inc 640,21730.9M $
Agios Pharmaceuticals Inc 799,16327M $
Ultragenyx Pharmaceutical Inc 1,218,77325.5M $
Alnylam Pharmaceuticals Inc 74,00024.5M $
Cogent Biosciences Inc 624,15524M $
Tenet Healthcare Corp 125,00023.6M $
Dexcom Inc 355,60022.3M $
Celldex Therapeutics Inc 650,27020.6M $
Vera Therapeutics Inc 503,58520.3M $
Neurocrine Biosciences Inc 150,45019.8M $
Arcellx Inc 169,85919.5M $
Erasca Inc 1,103,46917.9M $
Dyne Therapeutics Inc 972,19817.6M $
Compass Therapeutics Inc 3,305,30817.5M $
Aclaris Therapeutics Inc 4,472,65016.8M $
Tarsus Pharmaceuticals Inc 225,17915.8M $
MiniMed Group Inc 1,055,00015.7M $
ZAI LAB LTD 814,70715.3M $
UnitedHealth Group Inc 53,00014.3M $
CENTESSA PHARMACEUTICALS PLC 351,82814M $
HeartFlow Inc 572,50013.9M $
Ardelyx Inc 2,299,47313.8M $
Summit Therapeutics Inc 710,00013.5M $
Azenta Inc 569,10012M $
Mineralys Therapeutics Inc 439,75111.9M $
Danaher Corp 61,50011.7M $
PTC Therapeutics Inc 161,79811M $
Caris Life Sciences Inc 563,00010.1M $
ZENAS BIOPHARMA INC 502,0779.8M $
Bicara Therapeutics Inc 489,0959.7M $
Bridgebio Pharma Inc 128,2509.5M $
Soleno Therapeutics Inc 257,2538.6M $
MBX Biosciences Inc 287,9678.6M $
Tango Therapeutics Inc 386,9158.1M $
Regeneron Pharmaceuticals, Inc. 10,1007.8M $
Immunome Inc 347,6667.6M $
Amylyx Pharmaceuticals Inc 499,7646.9M $
Omada Health Inc 541,0006.8M $
Inspire Medical Systems Inc 131,8006.8M $
Apellis Pharmaceuticals Inc 162,7506.5M $
Evolent Health Inc 2,675,0006.1M $
Indivior Pharmaceuticals Inc 200,0006.1M $
Terns Pharmaceuticals Inc 113,7486M $
Edap Tms SA 1,378,0005.1M $
Janux Therapeutics Inc 367,0095.1M $
Phreesia Inc 600,4005M $
Thermo Fisher Scientific Inc 10,0004.9M $
Stryker Corp 14,8004.9M $
Sionna Therapeutics Inc 99,4294M $
Arcus Biosciences Inc 180,0003.9M $
SPDR Series Trust 30,0003.8M $
Alphatec Holdings Inc 350,0003.8M $
Vaxcyte Inc 60,2503.5M $
EyePoint Inc 258,7393.3M $
Novo Nordisk A/S 90,0003.3M $
Ocular Therapeutix Inc 383,7163.3M $
Viking Therapeutics Inc 96,0003.1M $
Cytokinetics Inc 45,3643M $
Century Therapeutics Inc 1,304,3472.9M $
CVS Health Corp 40,0002.9M $
TALPHERA INC 3,589,1862.7M $
Olema Pharmaceuticals Inc 170,3782.5M $
Surgery Partners Inc 208,0002.5M $
LENZ Therapeutics Inc 257,4602.4M $
Edwards Lifesciences Corp 28,9002.3M $
Dianthus Therapeutics Inc 26,7572.2M $
Neurogene Inc 104,3392.1M $
agilon health Inc 260,0002.1M $
Corcept Therapeutics Inc 50,2502M $
Acadia Healthcare Co Inc 75,5001.8M $
Teva Pharmaceutical Industries Ltd 45,5001.4M $
JASPER THERAPEUTICS INC 1,100,726964.5K $
LEGEND BIOTECH CORP 40,500732.6K $
Gossamer Bio Inc 1,609,492528.7K $
Amicus Therapeutics Inc 21,062304.6K $
Oruka Therapeutics Inc 4,123202.2K $
BioCryst Pharmaceuticals Inc 12,600120K $