Rock Springs Capital Management LP
Rock Springs Capital Management LP is a Baltimore, Maryland-based hedge fund focused on investing primarily in healthcare and life sciences sectors. Founded in 2013, the firm manages several hedge funds including the flagship Rock Springs Capital Master Fund LP, and serves institutional and high-net-worth clients. With about 20 employees, Rock Springs Capital is recognized for its deep expertise in healthcare-sector investing.
Investment Strategy
Rock Springs Capital Management LP pursues a fundamental, research-driven investment strategy with a primary focus on healthcare and life sciences. The firm employs a long/short equity approach, leveraging specialized healthcare knowledge and bottom-up research to identify attractive investment opportunities within biopharmaceuticals, medical technology, and healthcare services. Risk management and portfolio diversification are hallmarks of their disciplined methodology.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARGX | ARGENX SE | 6.04% | $96.9M | 175,750 | $160.41 | $551.22 | -$7.1M |
L LLY | ELI LILLY & CO | 5.66% | $90.8M | 116,500 | $714.25 | $779.53 | -$2.9M |
M MRUS | MERUS N V | 3.49% | $55.9M | 1,063,608 | $32.75 | $52.60 | +$14.7M |
R RYTM | RHYTHM PHARMACEUTICALS INC | 3.39% | $54.4M | 861,153 | $18.96 | $63.19 | +$10.2M |
I INSM | INSMED INC | 3.29% | $52.8M | 525,000 | $66.93 | $100.64 | +$13.5M |