Rtw Investments, Lp Top Holdings and 13F Report (2025) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $6.54 billion in total holdings as of March 31, 2025.Rtw Investments, Lp owns shares of 68 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.37% of the portfolio was purchased this quarter.About 7.65% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 72 new stocks and bought additional shares in 17 stocks.Rtw Investments, Lp sold shares of 7 stocks and completely divested from 15 stocks this quarter.Largest Holdings Madrigal Pharmaceuticals $660,368,945argenx $398,619,302PTC Therapeutics $381,340,152Natera $366,753,340Axsome Therapeutics $340,877,883 Largest New Holdings this Quarter 46120E602 - Intuitive Surgical $100,270,383 Holding36266G107 - GE HealthCare Technologies $41,969,200 Holding08659B102 - BETA BIONICS INC $40,390,409 Holding92337C203 - Verastem $25,600,220 Holding88023B103 - TEMPUS AI INC $19,296,000 Holding Largest Purchases this Quarter Intuitive Surgical 202,456 shares (about $100.27M)Verona Pharma 1,027,781 shares (about $65.25M)GE HealthCare Technologies 520,000 shares (about $41.97M)BETA BIONICS INC 3,299,870 shares (about $40.39M)uniQure 3,361,803 shares (about $35.64M) Largest Sales this Quarter Axsome Therapeutics 1,128,636 shares (about $131.63M)89bio 5,510,534 shares (about $40.06M)DYNE THERAPEUTICS INC 3,528,074 shares (about $36.90M)Alkermes 673,137 shares (about $22.23M)Ultragenyx Pharmaceutical 260,600 shares (about $9.44M) 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$660,368,9450.0%1,993,68710.1%MedicalARGXargenx$398,619,3020.0%673,4976.1%MedicalPTCTPTC Therapeutics$381,340,152$4,586,400 ▲1.2%7,483,1275.8%MedicalNTRANatera$366,753,340$31,534 ▲0.0%2,593,5465.6%MedicalAXSMAxsome Therapeutics$340,877,883$131,632,817 ▼-27.9%2,922,7295.2%MedicalAKROAkero Therapeutics$300,334,883$22,649,248 ▲8.2%7,419,3404.6%MedicalPTGXProtagonist Therapeutics$276,590,909$10,681,273 ▲4.0%5,719,4154.2%MedicalRNAAvidity Biosciences$258,209,256$24,030,933 ▲10.3%8,746,9263.9%MedicalPENPenumbra$230,713,326$85,571 ▲0.0%862,7703.5%MedicalINSMInsmed$229,980,6300.0%3,014,5583.5%MedicalALKSAlkermes$227,332,728$22,226,984 ▼-8.9%6,884,6983.5%MedicalSYKStryker$219,709,7670.0%590,2213.4%MedicalVRNAVerona Pharma$180,870,312$65,253,816 ▲56.4%2,848,8002.8%MedicalMRUSMerus$175,489,7510.0%4,169,3932.7%MedicalTARSTarsus Pharmaceuticals$170,344,564$4,083,042 ▲2.5%3,316,0322.6%MedicalIMCRImmunocore$144,486,9070.0%4,869,7982.2%MedicalACADACADIA Pharmaceuticals$141,851,343$2,747,028 ▼-1.9%8,540,1172.2%MedicalRCKTRocket Pharmaceuticals$117,977,4390.0%17,687,7721.8%MedicalRDNTRadNet$115,230,177$16,855,080 ▲17.1%2,317,5821.8%MedicalMASIMasimo$113,836,7800.0%683,2941.7%MedicalZLABZai Lab$113,359,615$22,680,054 ▲25.0%3,136,6801.7%MedicalCYTKCytokinetics$109,363,3400.0%2,721,1581.7%MedicalESTAEstablishment Labs$105,435,509$579,431 ▲0.6%2,583,8871.6%MedicalAPOGEE THERAPEUTICS INC$101,323,9440.0%2,712,0971.5%COMISRGIntuitive Surgical$100,270,383$100,270,383 ▲New Holding202,4561.5%MedicalGMEDGlobus Medical$82,350,000$11,199,600 ▲15.7%1,125,0001.3%MedicalRAREUltragenyx Pharmaceutical$61,825,026$9,436,326 ▼-13.2%1,707,4020.9%MedicalGHRSGH Research$60,662,452$23,964,219 ▲65.3%5,499,7690.9%MedicalSPYRE THERAPEUTICS INC$58,440,9050.0%3,621,9960.9%COM NEWQUREuniQure$45,213,537$35,635,112 ▲372.0%4,265,4280.7%MedicalURGNUroGen Pharma$42,412,8220.0%3,834,7940.6%MedicalGEHCGE HealthCare Technologies$41,969,200$41,969,200 ▲New Holding520,0000.6%MedicalCG ONCOLOGY INC$41,662,7800.0%1,701,2160.6%COMBETA BIONICS INC$40,390,409$40,390,409 ▲New Holding3,299,8700.6%COMOBIOOrchestra BioMed$35,122,3730.0%8,206,1620.5%MedicalSTOKStoke Therapeutics$34,071,4410.0%5,123,5250.5%MedicalIMTXImmatics$31,161,890$1,664,055 ▲5.6%6,909,5100.5%MedicalTSHATaysha Gene Therapies$26,115,134$14,060,178 ▲116.6%18,787,8660.4%MedicalVSTMVerastem$25,600,220$25,600,220 ▲New Holding4,245,4760.4%MedicalXNCRXencor$25,566,6750.0%2,402,8830.4%MedicalARVNArvinas$23,406,8420.0%3,334,3080.4%MedicalLENZ THERAPEUTICS INC$22,197,7310.0%863,3890.3%COMREPLReplimune Group$20,133,8480.0%2,065,0100.3%MedicalORUKA THERAPEUTICS INC$19,962,3590.0%1,945,6490.3%COMTEMPUS AI INC$19,296,000$19,296,000 ▲New Holding400,0000.3%CL AGKOSGlaukos$18,699,800$18,699,800 ▲New Holding190,0000.3%MedicalDYNE THERAPEUTICS INC$17,683,331$36,903,654 ▼-67.6%1,690,5670.3%COMCARGO THERAPEUTICS INC$16,788,1760.0%4,124,8590.3%COMDGXQuest Diagnostics$16,750,292$16,750,292 ▲New Holding98,9970.3%MedicalCMPSCOMPASS Pathways$15,839,160$6,976,057 ▲78.7%5,538,1680.2%MedicalNEUROGENE INC$15,792,762$18,736 ▼-0.1%1,348,6560.2%COMRAPTRAPT Therapeutics$14,352,0800.0%11,764,0000.2%MedicalETNB89bio$14,303,921$40,061,581 ▼-73.7%1,967,5270.2%MedicalCGEMCullinan Therapeutics$12,914,1170.0%1,705,9600.2%MedicalBEAMBeam Therapeutics$8,567,010$8,567,010 ▲New Holding438,6590.1%MedicalCRVSCorvus Pharmaceuticals$8,520,7430.0%2,679,4790.1%MedicalPERCEPTIVE CAP SOLUTIONS COR$7,647,7500.0%742,5000.1%CL A ORD SHSWVEWave Life Sciences$7,272,0000.0%900,0000.1%MedicalXGNExagen$5,427,5990.0%1,511,8660.1%MedicalKESTRA MED TECHNOLOGIES LTD$4,984,000$4,984,000 ▲New Holding200,0000.1%SHSALLURION TECHNOLOGIES INC$3,370,702$3,370,702 ▲New Holding1,050,0630.1%COMMON STOCKBIOAGE LABS INC$2,956,6870.0%786,3530.0%COMCERIBELL INC$2,881,5000.0%150,0000.0%COMTENAX THERAPEUTICS INC$2,478,166$2,478,166 ▲New Holding378,3460.0%COM NEWMISTMilestone Pharmaceuticals$2,005,1320.0%2,506,1020.0%MedicalCNTACentessa Pharmaceuticals$719,0000.0%50,0000.0%MedicalADAGIO MED HLDGS INC$168,5150.0%209,3610.0%COMRCKTWRocket Pharmaceuticals$16,4500.0%350,0000.0%MedicalBRKRBruker$0$145,443,196 ▼-100.0%00.0%Computer and TechnologyROIVRoivant Sciences$0$17,204,050 ▼-100.0%00.0%MedicalSAGESage Therapeutics$0$16,302,869 ▼-100.0%00.0%MedicalTOURMALINE BIO INC$0$14,939,891 ▼-100.0%00.0%COMDIANTHUS THERAPEUTICS INC$0$14,533,341 ▼-100.0%00.0%COMIMVTImmunovant$0$13,143,309 ▼-100.0%00.0%MedicalPEPGPepGen$0$12,101,838 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$5,140,000 ▼-100.0%00.0%MedicalIMUXImmunic$0$4,567,717 ▼-100.0%00.0%MedicalGPCRStructure Therapeutics$0$3,390,000 ▼-100.0%00.0%MedicalSLRNAcelyrin$0$3,071,893 ▼-100.0%00.0%MedicalRGNXREGENXBIO$0$2,705,500 ▼-100.0%00.0%MedicalEPIXESSA Pharma$0$1,992,274 ▼-100.0%00.0%MedicalARTIVA BIOTHERAPEUTICS INC$0$1,500,348 ▼-100.0%00.0%COMALLURION TECHNOLOGIES INC$0$1,267,447 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. 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