In Q2 2024, Rock Springs Capital held 91 positions worth $2.9B. They initiated 7 new positions and exited 30. Their largest holding was BPMC ($265.2M). Portfolio value shrank -14.4% versus the prior quarter.
Frequently asked questions
What stocks did Rock Springs Capital own in Q2 2024?
Rock Springs Capital held 91 biotech stocks in their 13F portfolio in Q2 2024. Their top positions include BPMC, UNH, ISRG, NBIX, LLY. 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 2024?
Rock Springs Capital's tracked biotech portfolio was worth $2.9B across 91 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 2024?
Rock Springs Capital initiated 7 new positions in Q2 2024, including INSM, JNJ, CGEM, SWTX, APLS and 2 more. They also increased 35 existing positions.
What did Rock Springs Capital sell in Q2 2024?
Rock Springs Capital fully exited 30 positions in Q2 2024, including VERV, RXDX, NVCR, GH, CNMD and 25 more. They also trimmed 25 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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