In Q3 2024, Rock Springs Capital held 92 positions worth $2.8B. They initiated 5 new positions and exited 34. Their largest holding was UNH ($172.0M). Portfolio value shrank -4.9% versus the prior quarter.
Frequently asked questions
What stocks did Rock Springs Capital own in Q3 2024?
Rock Springs Capital held 92 biotech stocks in their 13F portfolio in Q3 2024. Their top positions include UNH, ISRG, ARGX, LLY, RARE. 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 Q3 2024?
Rock Springs Capital's tracked biotech portfolio was worth $2.8B 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 Q3 2024?
Rock Springs Capital initiated 5 new positions in Q3 2024, including SMMT, ZBIO, BCAX, XNCR, NAMSW. They also increased 31 existing positions.
What did Rock Springs Capital sell in Q3 2024?
Rock Springs Capital fully exited 34 positions in Q3 2024, including VERV, RXDX, NVCR, GH, CNMD and 29 more. They also trimmed 26 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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