In Q1 2026, Rock Springs Capital held 92 positions worth $1.7B. They initiated 6 new positions and exited 78. Their largest holding was RVMD ($117.6M). Portfolio value shrank -7.9% versus the prior quarter.
Frequently asked questions
What stocks did Rock Springs Capital own in Q1 2026?
Rock Springs Capital held 92 biotech stocks in their 13F portfolio in Q1 2026. Their top positions include RVMD, LLY, MDGL, MIRM, ARGX. 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 2026?
Rock Springs Capital's tracked biotech portfolio was worth $1.7B 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 2026?
Rock Springs Capital initiated 6 new positions in Q1 2026, including IRTC, MMED, SYK, IPSC, CVS and 1 more. They also increased 37 existing positions.
What did Rock Springs Capital sell in Q1 2026?
Rock Springs Capital fully exited 78 positions in Q1 2026, including OSCR, INDV, SGEN, PCRX, NMRA and 73 more. They also trimmed 24 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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