Rock Springs Capital Management LP

Portfolio Overview

Rock Springs Capital Management LP reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 31.9%, dropping from $1.60 billion to $1.09 billion. This reduction is attributed not only to potential market depreciation but also to substantial capital reallocation, evidenced by the high volume of portfolio turnover. The firm currently holds 62 positions, maintaining a concentrated str...