Mark Bussard
Rock Springs Capital
Value
1.9B
Stocks
97 Stocks (18 new)
Turnover
6.26%
CIK
1595725
Top Holdings
LLY(5.83%) RVMD(5.47%) ARGX(4.47%) TVTX(4.35%) MDGL(4.18%)
About Investor
Established investor leading Rock Springs Capital, with expertise in healthcare and biotechnology sector expertise. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in healthcare and biotechnology sector expertise through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Mark Bussard Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| LLY | - | ELI LILLY & CO | Health Care | 113.3M | 105.4K | 5.8% | 0 | No Change | 956,564.4M |
| RVMD | - | REVOLUTION MEDICINES INC | Health Care | 106.4M | 1.3M | 5.5% | 0 | No Change | 19,221.8M |
| ARGX | - | ARGENX SE | Health Care | 86.8M | 103.3K | 4.5% | -39,500 | -27.7% | 52,246.9M |
| TVTX | - | TRAVERE THERAPEUTICS INC | Health Care | 84.5M | 2.2M | 4.3% | 45,549 | 2.1% | 2,499.0M |
| MDGL | - | MADRIGAL PHARMACEUTICALS INC | Health Care | 81.3M | 139.6K | 4.2% | 1,872 | 1.4% | 11,098.8M |
| RYTM | - | RHYTHM PHARMACEUTICALS INC | Health Care | 74.4M | 695.0K | 3.8% | -22,092 | -3.1% | 6,766.4M |
| EXAS | - | EXACT SCIENCES CORP | Health Care | 61.1M | 601.8K | 3.1% | 8,300 | 1.4% | 19,632.7M |
| MIRM | - | MIRUM PHARMACEUTICALS INC | Health Care | 60.2M | 762.3K | 3.1% | 1,168 | 0.2% | 6,265.2M |
| INSM | - | INSMED INC | Health Care | 55.6M | 319.3K | 2.9% | -65,750 | -17.1% | 32,289.6M |
| GPCR | - | STRUCTURE THERAPEUTICS INC | Health Care | 52.0M | 748.2K | 2.7% | -202,918 | -21.3% | 4,903.8M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
UNH
Unitedhealth Gr...
|
- | $13.5M | 41K | - | 0.69% | New |
|
IMNM
Immunome Inc
|
- | $7.5M | 348K | - | 0.38% | New |
|
RAPT
Rapt Therapeuti...
|
- | $7.2M | 214K | - | 0.37% | New |
|
SLNO
Soleno Therapeu...
|
- | $6.6M | 93K | 59.9% | 0.59% | Increased |
|
SGRY
Surgery Partner...
|
- | $4.8M | 310K | - | 0.25% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
MRUS
Merus N V
|
- | $25.1M | 597K | - | 0.00% | Sold Out |
|
ARGX
Argenx Se
|
- | $23.4M | 40K | -27.7% | 4.47% | Decreased |
|
MREO
Mereo Biopharma...
|
- | $10.3M | 5M | - | 0.00% | Sold Out |
|
INSM
Insmed Inc
|
- | $5.0M | 66K | -17.1% | 2.86% | Decreased |
|
AGIO
Agios Pharmaceu...
|
- | $4.7M | 159K | -16.6% | 1.12% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 99.2% | 98.6% | -0.6% |
| Other | 0.8% | 1.4% | +0.6% |
