In Q1 2024, Rock Springs Capital held 92 positions worth $3.4B. They initiated 14 new positions and exited 22. Their largest holding was BPMC ($237.0M). Portfolio value grew +0.5% versus the prior quarter.
Frequently asked questions
What stocks did Rock Springs Capital own in Q1 2024?
Rock Springs Capital held 92 biotech stocks in their 13F portfolio in Q1 2024. Their top positions include BPMC, IMCR, NBIX, EVH, ISRG. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Rock Springs Capital's portfolio worth in Q1 2024?
Rock Springs Capital's tracked biotech portfolio was worth $3.4B across 92 positions, with total assets under management of approximately $6B. Portfolio values are based on 13F filings with the SEC.
What did Rock Springs Capital buy in Q1 2024?
Rock Springs Capital initiated 14 new positions in Q1 2024, including SGRY, VKTX, PHVS, VERA, CRNX and 9 more. They also increased 33 existing positions.
What did Rock Springs Capital sell in Q1 2024?
Rock Springs Capital fully exited 22 positions in Q1 2024, including VERV, RXDX, NVCR, GH, CNMD and 17 more. They also trimmed 13 existing positions.
Is Rock Springs Capital a biotech fund?
Concentrated long/short healthcare fund focused on fundamental research. Rock Springs takes conviction-weighted positions based on deep pipeline analysis, therapeutic area expertise, and a willingness to be contrarian when the science supports it.
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