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.
| Ticker | Put/Call | Company Name | Industry | Value | Shares | Weighting % | Share Change | Change in Share % | Market Cap |
|---|---|---|---|---|---|---|---|---|---|
| LLY | - | ELI LILLY & CO | Health Care | 113.27M | 105,400 | 5.83% | 0 | - | 956,564M |
| RVMD | - | REVOLUTION MEDICINES INC | Health Care | 106.35M | 1,335,270 | 5.47% | 0 | - | 19,222M |
| ARGX | - | ARGENX SE | Health Care | 86.83M | 103,250 | 4.47% | -39,500 | -27.67% | 52,247M |
| TVTX | - | TRAVERE THERAPEUTICS INC | Health Care | 84.46M | 2,210,322 | 4.35% | 45,549 | 2.10% | 2,499M |
| MDGL | - | MADRIGAL PHARMACEUTICALS INC | Health Care | 81.31M | 139,618 | 4.18% | 1,872 | 1.36% | 11,099M |
| RYTM | - | RHYTHM PHARMACEUTICALS INC | Health Care | 74.39M | 695,010 | 3.83% | -22,092 | -3.08% | 6,766M |
| EXAS | - | EXACT SCIENCES CORP | Health Care | 61.12M | 601,800 | 3.14% | 8,300 | 1.40% | 19,633M |
| MIRM | - | MIRUM PHARMACEUTICALS INC | Health Care | 60.21M | 762,294 | 3.10% | 1,168 | 0.15% | 6,265M |
| INSM | - | INSMED INC | Health Care | 55.56M | 319,250 | 2.86% | -65,750 | -17.08% | 32,290M |
| GPCR | - | STRUCTURE THERAPEUTICS INC | Health Care | 52.04M | 748,236 | 2.68% | -202,918 | -21.33% | 4,904M |
| ISRG | - | INTUITIVE SURGICAL INC | Health Care | 46.44M | 82,000 | 2.39% | 0 | - | 177,540M |
| CDTX | - | CIDARA THERAPEUTICS INC | Health Care | 45.26M | 204,878 | 2.33% | -44,524 | -17.85% | 6,962M |
| ASND | - | ASCENDIS PHARMA A/S | Health Care | 43.39M | 203,500 | 2.23% | -11,000 | -5.13% | 13,897M |
| IRTC | - | IRHYTHM TECHNOLOGIES INC | Health Care | 41.70M | 235,000 | 2.15% | 0 | - | 5,034M |
| KYMR | - | KYMERA THERAPEUTICS INC | Health Care | 38.66M | 496,871 | 1.99% | 46,497 | 10.32% | 6,763M |
| BSX | - | BOSTON SCIENTIFIC CORP | Health Care | 38.05M | 399,050 | 1.96% | 38,800 | 10.77% | 112,851M |
| PEN | - | PENUMBRA INC | Health Care | 37.46M | 120,500 | 1.93% | 0 | - | 13,387M |
| XENE | - | XENON PHARMACEUTICALS INC | Health Care | 35.31M | 787,788 | 1.82% | -63,956 | -7.51% | 3,287M |
| SRRK | - | SCHOLAR ROCK HLDG CORP | Health Care | 32.31M | 733,477 | 1.66% | -60,656 | -7.64% | 4,763M |
| COGT | - | COGENT BIOSCIENCES INC | Health Care | 30.16M | 849,030 | 1.55% | -159,278 | -15.80% | 5,803M |
| RARE | - | ULTRAGENYX PHARMACEUTICAL IN | Health Care | 29.15M | 1,267,241 | 1.50% | 20,900 | 1.68% | 1,964M |
| VERA | - | VERA THERAPEUTICS INC | Health Care | 28.79M | 568,579 | 1.48% | -48,817 | -7.91% | 3,126M |
| ALNY | - | ALNYLAM PHARMACEUTICALS INC | Health Care | 28.33M | 71,250 | 1.46% | -3,000 | -4.04% | 44,219M |
| FOLD | - | AMICUS THERAPEUTICS INC | Health Care | 27.48M | 1,929,931 | 1.41% | -17,443 | -0.90% | 4,500M |
| XBI | - | SPDR SERIES TRUST | Other | 27.07M | 222,000 | 1.39% | 70,250 | 46.29% | 8,336M |
| THC | - | TENET HEALTHCARE CORP | Health Care | 24.84M | 125,000 | 1.28% | 0 | - | 20,371M |
| DXCM | - | DEXCOM INC | Health Care | 23.05M | 347,300 | 1.19% | 30,400 | 9.59% | 28,202M |
| AGIO | - | AGIOS PHARMACEUTICALS INC | Health Care | 21.75M | 799,163 | 1.12% | -159,379 | -16.63% | 1,593M |
| TARS | - | TARSUS PHARMACEUTICALS INC | Health Care | 21.32M | 260,344 | 1.10% | -28,000 | -9.71% | 2,696M |
| CMPX | - | COMPASS THERAPEUTICS INC | Health Care | 21.09M | 3,927,202 | 1.09% | -547,500 | -12.24% | 1,151M |
| NAMS | - | NEWAMSTERDAM PHARMA COMPANY | Health Care | 19.55M | 557,194 | 1.01% | -38,735 | -6.50% | 4,078M |
| AZTA | - | AZENTA INC | Health Care | 18.93M | 569,100 | 0.97% | 28,700 | 5.31% | 1,369M |
| CLDX | - | CELLDEX THERAPEUTICS INC NEW | Health Care | 18.81M | 692,538 | 0.97% | -29,000 | -4.02% | 1,532M |
| CAI | - | CARIS LIFE SCIENCES INC | Health Care | 18.55M | 687,500 | 0.95% | -106,151 | -13.38% | 5,939M |
| ZBIO | - | ZENAS BIOPHARMA INC | Health Care | 18.23M | 502,077 | 0.94% | -78,600 | -13.54% | 1,433M |
| DYN | - | DYNE THERAPEUTICS INC | Health Care | 17.86M | 912,955 | 0.92% | 88,894 | 10.79% | 2,537M |
| NBIX | - | NEUROCRINE BIOSCIENCES INC | Health Care | 17.80M | 125,500 | 0.92% | 35,750 | 39.83% | 12,841M |
| PHVS | - | PHARVARIS N V | Health Care | 17.30M | 623,402 | 0.89% | 0 | - | 1,726M |
| MLYS | - | MINERALYS THERAPEUTICS INC | Health Care | 15.52M | 427,596 | 0.80% | 19,283 | 4.72% | 2,191M |
| PHR | - | PHREESIA INC | Health Care | 14.83M | 876,600 | 0.76% | 127,484 | 17.02% | 722M |
| ZLAB | - | ZAI LAB LTD | Health Care | 14.32M | 811,546 | 0.74% | 20,353 | 2.57% | 2,253M |
| DHR | - | DANAHER CORPORATION | Health Care | 14.08M | 61,500 | 0.72% | 0 | - | 147,375M |
| UNH | - | UNITEDHEALTH GROUP INC | Health Care | 13.47M | 40,800 | 0.69% | 40,800 | New Buy | 261,362M |
| ARDX | - | ARDELYX INC | Health Care | 13.41M | 2,299,473 | 0.69% | 13,200 | 0.58% | 1,622M |
| ACRS | - | ACLARIS THERAPEUTICS INC | Health Care | 13.41M | 4,453,741 | 0.69% | -155,568 | -3.38% | 341M |
| SMMT | - | SUMMIT THERAPEUTICS INC | Health Care | 12.42M | 710,000 | 0.64% | 0 | - | 11,732M |
| ELVN | - | ENLIVEN THERAPEUTICS INC | Health Care | 12.30M | 798,405 | 0.63% | 112,298 | 16.37% | 1,566M |
| INSP | - | INSPIRE MED SYS INC | Health Care | 12.08M | 131,000 | 0.62% | 20,500 | 18.55% | 1,802M |
| OMDA | - | OMADA HEALTH INC | Health Care | 11.68M | 740,000 | 0.60% | -179,950 | -19.56% | 679M |
| SLNO | - | SOLENO THERAPEUTICS INC | Health Care | 11.44M | 247,053 | 0.59% | 92,525 | 59.88% | 2,055M |
| ACLX | - | ARCELLX INC | Health Care | 11.07M | 169,859 | 0.57% | -9,123 | -5.10% | 4,000M |
| EVH | - | EVOLENT HEALTH INC | Health Care | 10.70M | 2,675,000 | 0.55% | -275,000 | -9.32% | 322M |
| GOSS | - | GOSSAMER BIO INC | Health Care | 10.13M | 3,266,960 | 0.52% | 0 | - | 491M |
| MBX | - | MBX BIOSCIENCES INC | Health Care | 8.91M | 282,624 | 0.46% | 0 | - | 1,781M |
| CNTA | - | CENTESSA PHARMACEUTICALS PLC | Health Care | 8.10M | 324,015 | 0.42% | 254,775 | 367.96% | 3,757M |
| HTFL | - | HEARTFLOW INC | Health Care | 8.09M | 277,700 | 0.42% | 27,700 | 11.08% | 2,017M |
| BBIO | - | BRIDGEBIO PHARMA INC | Health Care | 7.92M | 103,500 | 0.41% | 18,500 | 21.76% | 14,248M |
| REGN | - | REGENERON PHARMACEUTICALS | Health Care | 7.80M | 10,100 | 0.40% | -1,200 | -10.62% | 83,597M |
| IMNM | - | IMMUNOME INC | Health Care | 7.47M | 347,666 | 0.38% | 347,666 | New Buy | 2,436M |
| RAPT | - | RAPT THERAPEUTICS INC | Health Care | 7.24M | 213,731 | 0.37% | 213,731 | New Buy | 1,675M |
| BCAX | - | BICARA THERAPEUTICS INC | Health Care | 7.22M | 429,095 | 0.37% | 58,429 | 15.76% | 781M |
| EW | - | EDWARDS LIFESCIENCES CORP | Health Care | 7.03M | 82,500 | 0.36% | -5,500 | -6.25% | 46,246M |
| ATEC | - | ALPHATEC HLDGS INC | Health Care | 6.36M | 302,500 | 0.33% | 0 | - | 2,014M |
| AMLX | - | AMYLYX PHARMACEUTICALS INC | Health Care | 6.04M | 499,764 | 0.31% | 0 | - | 1,544M |
| TMO | - | THERMO FISHER SCIENTIFIC INC | Health Care | 5.79M | 10,000 | 0.30% | 0 | - | 191,728M |
| JANX | - | JANUX THERAPEUTICS INC | Health Care | 4.95M | 358,798 | 0.25% | 148,432 | 70.56% | 802M |
| SGRY | - | SURGERY PARTNERS INC | Health Care | 4.79M | 310,000 | 0.25% | 310,000 | New Buy | 2,051M |
| EYPT | - | EYEPOINT INC | Health Care | 4.73M | 258,739 | 0.24% | 227,084 | 717.37% | 1,186M |
| PTCT | - | PTC THERAPEUTICS INC | Health Care | 4.70M | 61,879 | 0.24% | 61,879 | New Buy | 5,557M |
| AGL | - | AGILON HEALTH INC | Health Care | 4.48M | 6,500,000 | 0.23% | -466,300 | -6.69% | 154M |
| MRSN | - | MERSANA THERAPEUTICS INC | Health Care | 4.41M | 152,586 | 0.23% | 0 | - | 145M |
| TERN | - | TERNS PHARMACEUTICALS INC | Health Care | 4.38M | 108,481 | 0.23% | 108,481 | New Buy | 4,263M |
| RCUS | - | ARCUS BIOSCIENCES INC | Health Care | 4.29M | 180,000 | 0.22% | 180,000 | New Buy | 2,405M |
| EDAP | - | EDAP TMS S A | Health Care | 4.23M | 1,286,500 | 0.22% | 16,500 | 1.30% | 178M |
| OCUL | - | OCULAR THERAPEUTIX INC | Health Care | 4.20M | 345,820 | 0.22% | 45,820 | 15.27% | 1,493M |
| LENZ | - | LENZ THERAPEUTICS INC | Health Care | 4.12M | 257,460 | 0.21% | 21,233 | 8.99% | 395M |
| TLPH | - | TALPHERA INC | Health Care | 4.09M | 3,589,186 | 0.21% | 0 | - | 38M |
| SION | - | SIONNA THERAPEUTICS INC | Health Care | 4.09M | 99,429 | 0.21% | 0 | - | 1,684M |
| TBPH | - | THERAVANCE BIOPHARMA INC | Health Care | 3.91M | 208,771 | 0.20% | 208,771 | New Buy | 965M |
| ALKS | - | ALKERMES PLC | Health Care | 3.90M | 139,228 | 0.20% | 32,691 | 30.69% | 5,289M |
| APLS | - | APELLIS PHARMACEUTICALS INC | Health Care | 3.78M | 150,500 | 0.19% | 58,500 | 63.59% | 2,816M |
| INDV | - | INDIVIOR PLC | Health Care | 3.77M | 105,100 | 0.19% | 105,100 | New Buy | 4,272M |
| ERAS | - | ERASCA INC | Health Care | 3.54M | 951,710 | 0.18% | 951,710 | New Buy | 3,904M |
| TNGX | - | TANGO THERAPEUTICS INC | Health Care | 3.43M | 386,915 | 0.18% | 386,915 | New Buy | 1,659M |
| OLMA | - | OLEMA PHARMACEUTICALS INC | Health Care | 2.46M | 98,240 | 0.13% | 98,240 | New Buy | 1,802M |
| CYTK | - | CYTOKINETICS INC | Health Care | 2.28M | 35,853 | 0.12% | 35,853 | New Buy | 8,236M |
| PCVX | - | VAXCYTE INC | Health Care | 2.17M | 47,000 | 0.11% | 35,900 | 323.42% | 8,122M |
| NGNE | - | NEUROGENE INC | Health Care | 2.15M | 104,339 | 0.11% | 0 | - | 264M |
| JSPR | - | JASPER THERAPEUTICS INC | Health Care | 2.01M | 1,100,726 | 0.10% | 0 | - | 36M |
| ROIV | - | ROIVANT SCIENCES LTD | Health Care | 1.93M | 88,750 | 0.10% | 88,750 | New Buy | 19,707M |
| CORT | - | CORCEPT THERAPEUTICS INC | Health Care | 1.75M | 50,250 | 0.09% | 50,250 | New Buy | 4,190M |
| ACHC | - | ACADIA HEALTHCARE COMPANY IN | Health Care | 1.70M | 120,000 | 0.09% | -50,000 | -29.41% | 1,514M |
| TEVA | - | TEVA PHARMACEUTICAL INDS LTD | Health Care | 1.42M | 45,500 | 0.07% | 45,500 | New Buy | 39,376M |
| NAMS | Call | NEWAMSTERDAM PHARMA COMPANY | Health Care | 1.11M | 31,600 | 0.06% | 0 | - | 4,078M |
| MLTX | - | MOONLAKE IMMUNOTHERAPEUTICS | Health Care | 0.81M | 61,700 | 0.04% | 33,500 | 118.79% | 1,305M |
| LEGN | - | LEGEND BIOTECH CORP | Health Care | 0.73M | 33,800 | 0.04% | 33,800 | New Buy | 3,416M |
| JAZZ | - | JAZZ PHARMACEUTICALS PLC | Health Care | 0.30M | 1,750 | 0.02% | 1,750 | New Buy | 10,209M |
