Rtw Investments, Lp Top Holdings and 13F Report (2025) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $7.02 billion in total holdings as of June 30, 2025.Rtw Investments, Lp owns shares of 73 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 9.85% of the portfolio was purchased this quarter.About 7.02% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 68 new stocks and bought additional shares in 26 stocks.Rtw Investments, Lp sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Madrigal Pharmaceuticals $603,369,434Natera $438,170,386PTC Therapeutics $378,334,909argenex $371,245,016Protagonist Therapeutics $318,149,430 Largest New Holdings this Quarter 64125C109 - Neurocrine Biosciences $133,491,830 Holding002824100 - Abbott Laboratories $60,388,440 Holding40131M109 - Guardant Health $44,572,312 Holding834203309 - Soleno Therapeutics $35,556,902 Holding61559X104 - MoonLake Immunotherapeutics $34,979,448 Holding Largest Purchases this Quarter Neurocrine Biosciences 1,062,072 shares (about $133.49M)Zai Lab 2,400,196 shares (about $83.93M)Quest Diagnostics 401,003 shares (about $72.03M)Abbott Laboratories 444,000 shares (about $60.39M)Guardant Health 856,501 shares (about $44.57M) Largest Sales this Quarter Axsome Therapeutics 1,405,826 shares (about $146.75M)Akero Therapeutics 1,941,779 shares (about $103.61M)Alkermes 2,202,409 shares (about $63.01M)CARGO THERAPEUTICS INC 2,912,297 shares (about $12.00M)Merus 168,840 shares (about $8.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRtw Investments, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMDGLMadrigal Pharmaceuticals$603,369,4340.0%1,993,6878.6%MedicalNTRANatera$438,170,386$16,725 ▲0.0%2,593,6456.2%MedicalPTCTPTC Therapeutics$378,334,909$12,858,986 ▲3.5%7,746,4155.4%MedicalARGXargenex$371,245,0160.0%673,4975.3%MedicalPTGXProtagonist Therapeutics$318,149,430$2,037,363 ▲0.6%5,756,2774.5%MedicalINSMInsmed$310,429,917$7,044,800 ▲2.3%3,084,5584.4%MedicalAKROAkero Therapeutics$292,282,655$103,613,327 ▼-26.2%5,477,5614.2%MedicalVRNAVerona Pharma PLC American Depositary Share$288,646,621$19,207,117 ▲7.1%3,051,8784.1%MedicalRNAAvidity Biosciences$273,175,198$24,762,500 ▲10.0%9,618,8453.9%MedicalSYKStryker$233,626,241$117,106 ▲0.1%590,5173.3%MedicalPENPenumbra$221,613,606$200,941 ▲0.1%863,5533.2%MedicalMRUSMerus$210,429,088$8,880,984 ▼-4.0%4,000,5533.0%MedicalACADACADIA Pharmaceuticals$194,033,949$9,823,625 ▲5.3%8,995,5472.8%MedicalZLABZai Lab$193,624,554$83,934,854 ▲76.5%5,536,8762.8%MedicalAXSMAxsome Therapeutics$158,349,504$146,754,176 ▼-48.1%1,516,9032.3%MedicalRDNTRadNet$153,107,477$21,213,885 ▲16.1%2,690,3442.2%MedicalIMCRImmunocore$152,814,2610.0%4,869,7982.2%MedicalALKSAlkermes$133,960,288$63,010,921 ▼-32.0%4,682,2891.9%MedicalNBIXNeurocrine Biosciences$133,491,830$133,491,830 ▲New Holding1,062,0721.9%MedicalTARSTarsus Pharmaceuticals$126,054,157$8,278,300 ▼-6.2%3,111,6801.8%MedicalAPOGEE THERAPEUTICS INC$117,786,3730.0%2,712,0971.7%COMMASIMasimo$114,943,7170.0%683,2941.6%MedicalESTAEstablishment Labs$110,368,235$10,421 ▲0.0%2,584,1311.6%MedicalISRGIntuitive Surgical$110,016,6150.0%202,4561.6%MedicalCYTKCytokinetics$89,907,0600.0%2,721,1581.3%MedicalDGXQuest Diagnostics$89,815,000$72,032,169 ▲405.1%500,0001.3%MedicalQUREuniQure$71,905,740$12,445,674 ▲20.9%5,158,2311.0%MedicalGHRSGH Research$67,538,171$495,987 ▲0.7%5,540,4571.0%MedicalURGNUrogen Pharma$62,251,362$9,714,684 ▲18.5%4,543,8950.9%MedicalRAREUltragenyx Pharmaceutical$62,081,1370.0%1,707,4020.9%MedicalABTAbbott Laboratories$60,388,440$60,388,440 ▲New Holding444,0000.9%MedicalSTOKStoke Therapeutics$58,152,0090.0%5,123,5250.8%MedicalTSHATaysha Gene Therapies$57,799,859$14,399,889 ▲33.2%25,021,5840.8%MedicalSPYRE THERAPEUTICS INC$54,221,2800.0%3,621,9960.8%COM NEWBETA BIONICS INC$48,036,221$9,886 ▼0.0%3,299,1910.7%COMGEHCGE HealthCare Technologies$46,367,820$7,851,420 ▲20.4%626,0000.7%MedicalGHGuardant Health$44,572,312$44,572,312 ▲New Holding856,5010.6%MedicalCG ONCOLOGY INC$44,231,6160.0%1,701,2160.6%COMRCKTRocket Pharmaceuticals$43,335,0410.0%17,687,7720.6%MedicalIMTXImmatics$37,499,418$326,254 ▲0.9%6,970,1520.5%MedicalSLNOSoleno Therapeutics$35,556,902$35,556,902 ▲New Holding424,4080.5%MedicalMLTXMoonLake Immunotherapeutics$34,979,448$34,979,448 ▲New Holding741,0900.5%MedicalTEMPUS AI INC$25,416,0000.0%400,0000.4%CL ALENZ THERAPEUTICS INC$25,305,9320.0%863,3890.4%COMCMPSCOMPASS Pathways$23,021,401$7,514,531 ▲48.5%8,221,9290.3%MedicalOBIOOrchestra BioMed$22,260,246$267,732 ▲1.2%8,306,0620.3%MedicalORUKA THERAPEUTICS INC$21,810,7250.0%1,945,6490.3%COMNEUROGENE INC$20,368,717$206,310 ▲1.0%1,362,4560.3%COMCNTACentessa Pharmaceuticals$20,102,045$19,445,045 ▲2,959.7%1,529,8360.3%MedicalETNB89BIO$19,321,1150.0%1,967,5270.3%MedicalREPLReplimune Group$19,183,9430.0%2,065,0100.3%MedicalXNCRXencor$18,886,6600.0%2,402,8830.3%MedicalVSTMVerastem$17,644,206$25,481 ▲0.1%4,251,6160.3%MedicalDYNE THERAPEUTICS INC$16,094,1980.0%1,690,5670.2%COMJADE BIOSCIENCES INC$14,478,237$14,478,237 ▲New Holding1,449,2730.2%COM NEWCRNXCrinetics Pharmaceuticals$13,430,920$13,430,920 ▲New Holding467,0000.2%MedicalCGEMCullinan Therapeutics$12,845,8790.0%1,705,9600.2%MedicalXGNExagen$11,844,125$1,291,300 ▲12.2%1,696,8660.2%MedicalRAPT THERAPEUTICS INC$11,763,992$11,763,992 ▲New Holding1,470,4990.2%COM NEWCRVSCorvus Pharmaceuticals$10,717,9160.0%2,679,4790.2%MedicalPERCEPTIVE CAP SOLUTIONS COR$7,885,3500.0%742,5000.1%CL A ORD SHSCTMXCytomX Therapeutics$7,857,605$7,857,605 ▲New Holding3,461,5000.1%MedicalALLURION TECHNOLOGIES INC$6,178,525$3,626,872 ▲142.1%2,542,6030.1%COMMON STOCKWVEWAVE Life Sciences$5,850,0000.0%900,0000.1%MedicalCARGO THERAPEUTICS INC$4,995,755$11,998,663 ▼-70.6%1,212,5620.1%COMMISTMilestone Pharmaceuticals$4,861,8380.0%2,506,1020.1%MedicalOMADA HEALTH INC$3,660,000$3,660,000 ▲New Holding200,0000.1%COMKESTRA MED TECHNOLOGIES LTD$3,316,0000.0%200,0000.0%SHSCERIBELL INC$2,809,5000.0%150,0000.0%COMTENAX THERAPEUTICS INC$2,179,2730.0%378,3460.0%COM NEWIMUXImmunic$280,470$280,470 ▲New Holding402,1070.0%MedicalADAGIO MED HLDGS INC$272,1690.0%209,3610.0%COMRCKTWRocket Pharmaceuticals$10,0800.0%350,0000.0%MedicalGMEDGlobus Medical$0$82,350,000 ▼-100.0%00.0%MedicalARVNArvinas$0$23,406,842 ▼-100.0%00.0%MedicalGKOSGlaukos$0$18,699,800 ▼-100.0%00.0%MedicalRAPTRapt Therapeutics$0$14,352,080 ▼-100.0%00.0%MedicalBEAMBeam Therapeutics$0$8,567,010 ▼-100.0%00.0%MedicalBIOAGE LABS INC$0$2,956,687 ▼-100.0%00.0%COMShowing largest 100 holdings. 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