In Q2 2023, Rock Springs Capital held 89 positions worth $3.6B. They initiated 3 new positions and exited 2. Their largest holding was HUM ($210.2M). Portfolio value shrank -0.3% versus the prior quarter.
Frequently asked questions
What stocks did Rock Springs Capital own in Q2 2023?
Rock Springs Capital held 89 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include HUM, IMCR, PODD, AGL, BPMC. 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 Q2 2023?
Rock Springs Capital's tracked biotech portfolio was worth $3.6B across 89 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 Q2 2023?
Rock Springs Capital initiated 3 new positions in Q2 2023, including BSX, KRYS, BRCB. They also increased 29 existing positions.
What did Rock Springs Capital sell in Q2 2023?
Rock Springs Capital fully exited 2 positions in Q2 2023, including VERV, RXDX. They also trimmed 12 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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