機関投資家の保有一覧

Rock Springs Capital Management LP

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

104銘柄

Rock Springs Capital Management LP は、2026年6月30日の SEC Form 13F で 104 銘柄の保有を報告しました。届出上位には Revolution Medicines、Travere Therapeutics、Eli Lilly が並び、ヘルスケアにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
RV
RVMDRevolution Medicines
ヘルスケア・ 1,105,210 株
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2
TV
TVTXTravere Therapeutics
ヘルスケア・ 2,179,069 株
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3
LL
LLYEli Lilly
ヘルスケア・ 98,700 株
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4
MD
MDGLMadrigal Pharmaceuticals
ヘルスケア・ 174,999 株
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5
MI
MIRMMirum Pharmaceuticals
ヘルスケア・ 798,145 株
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6
RY
RYTMRhythm Pharmaceuticals
ヘルスケア・ 692,598 株
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7
KY
KYMRKymera Therapeutics
ヘルスケア・ 453,156 株
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8
AR
ARGXargenx
ヘルスケア・ 52,750 株
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9
IN
INSMInsmed
ヘルスケア・ 362,150 株
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10
AS
ASNDAscendis Pharma
ヘルスケア・ 168,750 株
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残り 94 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	PENPenumbra	115,750	—
12	SRRKScholar Rock Holding	715,452	—
13	THCTenet Healthcare	125,000	—
14	ISRGIntuitive Surgical	76,460	—
15	MMEDMiniMed Group	1,520,000	—
16	IRTCiRhythm Holdings	269,650	—
17	DXCMDexcom	343,000	—
18	HTFLHeartflow	573,500	—
19	XENEXenon Pharmaceuticals	683,907	—
20	UNHUnitedHealth Group	63,750	—
21	BSXBoston Scientific	528,500	—
22	CLDXCelldex Therapeutics	699,146	—
23	AGLagilon health	262,600	—
24	ELVNEnliven Therapeutics	464,625	—
25	NBIXNeurocrine Biosciences	144,750	—
26	ERASErasca	1,402,150	—
27	TARSTarsus Pharmaceuticals	277,087	—
28	PHVSPharvaris	648,333	—
29	ZLABZai Lab	814,707	—
30	ACRSAclaris Therapeutics	4,330,532	—
31	AVLNAvalyn Pharma	662,918	—
32	COAGHemab Therapeutics	575,432	—
33	GPCRStructure Therapeutics	640,317	—
34	PBLSParabilis Medicines, Inc.	578,028	—
35	MBXMBX Biosciences	298,218	—
36	INSPInspire Medical Systems	244,000	—
37	AGIOAgios Pharmaceuticals	532,563	—
38	DHRDanaher	76,300	—
39	COGTCogent Biosciences	515,917	—
40	AZTAAzenta	403,000	—
41	RAREUltragenyx Pharmaceutical	967,855	—
42	ALNYAlnylam Pharmaceuticals	66,750	—
43	DYNDyne Therapeutics	942,154	—
44	ZBIOZenas BioPharma	502,077	—
45	AMLXAmylyx Pharmaceuticals	499,764	—
46	CAICaris Life Sciences	487,500	—
47	NAMSNewAmsterdam Pharma	582,744	—
48	OMEROmeros	718,499	—
49	VERAVera Therapeutics	427,584	—
50	CYTKCytokinetics	187,980	—
51	SMMTSummit Therapeutics	715,000	—
52	MLYSMineralys Therapeutics	484,951	—
53	TNGXTango Therapeutics	456,551	—
54	PTCTPTC Therapeutics	162,298	—
55	BBIOBridgeBio Pharma	144,750	—
56	BCAXBicara Therapeutics	535,286	—
57	INDVIndivior Pharmaceuticals	245,500	—
58	EVHEvolent Health	2,500,000	—
59	CORTCorcept Therapeutics	72,000	—
60	ALKSAlkermes	199,811	—
61	SYKStryker	29,000	—
62	OMDAOmada Health	373,000	—
63	ARDXArdelyx	2,241,769	—
64	IMNMImmunome	347,666	—
65	PHRPhreesia	696,900	—
66	TMOThermo Fisher Scientific	10,000	—
67	JANXJanux Therapeutics	367,009	—
68	FOCLEDAP TMS	1,386,000	—
69	DFTXDefinium Therapeutics	143,187	—
70	RCUSArcus Biosciences	180,000	—
71	TLPHTalphera	3,589,186	—
72	SYRESpyre Therapeutics	42,254	—
73	MOBIMobia Medical	418,200	—
74	TRVITrevi Therapeutics	260,000	—
75	ATECAlphatec Holdings	360,000	—
76	ROIVRoivant Sciences	101,000	—
77	CVSCVS Health	40,000	—
78	PCVXVaxcyte	60,250	—
79	CMPXCompass Therapeutics	3,524,929	—
80	NGNENeurogene	106,750	—
81	OCULOcular Therapeutix	383,716	—
82	MDTMedtronic	30,900	—
83	NVONovo Nordisk	63,500	—
84	TEVATeva Pharmaceutical	59,000	—
85	SGMTSagimet Biosciences	250,000	—
86	NGENNervGen Pharma	1,208,231	—
87	IPSCCentury Therapeutics	1,304,347	—
88	OLMAOlema Pharmaceuticals	235,178	—
89	DNTHDianthus Therapeutics	20,326	—
90	ALTAltimmune	471,465	—
91	SGRYSurgery Partners	84,000	—
92	ORKAOruka Therapeutics	12,051	—
93	AXSMAxsome Therapeutics	5,500	—
94	LENZLENZ Therapeutics	257,460	—
95	EYPTEyePoint Pharmaceuticals	268,519	—
96	GKOSGlaukos Corporation	4,750	—
97	VKTXViking Therapeutics	25,500	—
98	KLRAKailera Therapeutics	65,000	—
99	CAPRCapricor Therapeutics	74,448	—
100	LEGNLegend Biotech	33,500	—
101	JSPRJasper Therapeutics	1,100,726	—
102	SIONSionna Therapeutics	99,429	—
103	BCRXBioCryst Pharmaceuticals	22,124	—
104	MLTXMoonLake Immunotherapeutics	10,696	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。