Rtw Investments, Lp Top Holdings and 13F Report (2026)

About Rtw Investments, Lp

Investment Activity

Rtw Investments, Lp has $10.05 billion in total holdings as of March 31, 2026.
Rtw Investments, Lp owns shares of 88 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 16.47% of the portfolio was purchased this quarter.
About 11.18% of the portfolio was sold this quarter.
This quarter, Rtw Investments, Lp has purchased 91 new stocks and bought additional shares in 30 stocks.
Rtw Investments, Lp sold shares of 13 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Madrigal Pharmaceuticals: $1,043,635,334
Insmed: $791,907,738
Protagonist Therapeutics: $533,224,186
PTC Therapeutics: $527,763,254
argenex: $518,072,942

Largest New Holdings this Quarter

946784105 - WAYSTAR HLDG CORP: $39,299,300 Holding
137404109 - Candel Therapeutics: $31,467,888 Holding
01021M104 - AKTIS ONCOLOGY INC: $28,481,649 Holding
252828108 - DIANTHUS THERAPEUTICS INC: $20,817,447 Holding
15673T100 - Century Therapeutics: $19,652,174 Holding

Largest Purchases this Quarter

CG ONCOLOGY INC: 4,972,681 shares (about $336.55M)
Celcuity: 2,489,461 shares (about $284.15M)
Erasca: 16,010,524 shares (about $259.05M)
Tango Therapeutics: 11,809,392 shares (about $247.05M)
HINGE HEALTH INC: 1,576,500 shares (about $60.79M)

Largest Sales this Quarter

Apellis Pharmaceuticals: 3,981,719 shares (about $160.18M)
Cogent Biosciences: 2,133,566 shares (about $82.12M)
Natera: 250,000 shares (about $50.00M)
Stryker: 145,000 shares (about $47.65M)
uniQure: 1,125,106 shares (about $18.40M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MDGL Madrigal Pharmaceuticals	$1,043,635,334		0.0%	1,993,687	10.4%	Medical
INSM Insmed	$791,907,738	$164 â–²	0.0%	4,842,880	7.9%	Medical
PTGX Protagonist Therapeutics	$533,224,186		0.0%	5,059,053	5.3%	Medical
PTCT PTC Therapeutics	$527,763,254		0.0%	7,746,415	5.3%	Medical
ARGX argenex	$518,072,942	$26,251,757 â–²	5.3%	709,446	5.2%	Medical
CG ONCOLOGY INC	$472,731,805	$336,551,050 â–²	247.1%	6,984,808	4.7%	COM
CELC Celcuity	$346,942,341	$284,147,079 â–²	452.5%	3,039,621	3.5%	Medical
TNGX Tango Therapeutics	$278,248,970	$247,052,480 â–²	791.9%	13,300,620	2.8%	Medical
ERAS Erasca	$261,423,092	$259,050,279 â–²	10,917.4%	16,157,175	2.6%	Medical
NTRA Natera	$249,987,500	$49,997,500 â–¼	-16.7%	1,250,000	2.5%	Medical
RDNT RadNet	$239,488,650	$19,365,885 â–²	8.8%	4,285,000	2.4%	Medical
TARS Tarsus Pharmaceuticals	$234,723,654	$750,956 â–²	0.3%	3,346,025	2.3%	Medical
APOGEE THERAPEUTICS INC	$234,169,104	$5,891,900 â–²	2.6%	2,782,097	2.3%	COM
SPYRE THERAPEUTICS INC	$210,435,478		0.0%	4,171,996	2.1%	COM NEW
COGT Cogent Biosciences	$210,104,401	$82,120,955 â–¼	-28.1%	5,458,675	2.1%	Medical
IRTC iRhythm Technologies	$196,916,370	$57,417,910 â–²	41.2%	1,668,500	2.0%	Medical
STOK Stoke Therapeutics	$183,101,974	$2,496,343 â–²	1.4%	5,623,525	1.8%	Medical
CYTK Cytokinetics	$179,351,524		0.0%	2,721,158	1.8%	Medical
ACAD ACADIA Pharmaceuticals	$159,037,104		0.0%	7,144,524	1.6%	Medical
ESTA Establishment Labs	$150,790,362	$3,796,538 â–²	2.6%	2,655,695	1.5%	Medical
APLS Apellis Pharmaceuticals	$148,249,360	$160,184,555 â–¼	-51.9%	3,685,045	1.5%	Medical
IMCR Immunocore	$146,824,410		0.0%	4,869,798	1.5%	Medical
RGEN Repligen	$142,090,920	$16,730,440 â–²	13.3%	1,206,000	1.4%	Medical
NBIX Neurocrine Biosciences	$139,917,365		0.0%	1,062,072	1.4%	Medical
GH Guardant Health	$136,803,018		0.0%	1,481,033	1.4%	Medical
IMTX Immatics	$126,634,306	$14,130,102 â–²	12.6%	12,869,340	1.3%	Medical
ZLAB Zai Lab	$123,657,542	$7,241,850 â–¼	-5.5%	6,574,032	1.2%	Medical
BLTE Belite Bio	$114,052,534		0.0%	715,332	1.1%	Medical
ISRG Intuitive Surgical	$101,417,800	$54,752,704 â–²	117.3%	220,000	1.0%	Medical
ORUKA THERAPEUTICS INC	$100,952,159		0.0%	2,058,148	1.0%	COM
GHRS GH Research	$83,429,439		0.0%	5,933,815	0.8%	Medical
XNCR Xencor	$81,736,180		0.0%	6,777,461	0.8%	Medical
URGN Urogen Pharma	$81,699,232		0.0%	4,543,895	0.8%	Medical
CNTA Centessa Pharmaceuticals	$81,591,831	$10,459,785 â–²	14.7%	2,054,175	0.8%	Medical
IMVT Immunovant	$78,937,769	$25 â–¼	0.0%	3,177,849	0.8%	Medical
RARE Ultragenyx Pharmaceutical	$76,442,255	$13,589,343 â–²	21.6%	3,648,795	0.8%	Medical
HINGE HEALTH INC	$74,420,800	$60,789,840 â–²	446.0%	1,930,000	0.7%	CL A
CSTL Castle Biosciences	$67,717,124	$15,788,056 â–²	30.4%	2,758,335	0.7%	Medical
RCKT Rocket Pharmaceuticals	$63,322,224		0.0%	17,687,772	0.6%	Medical
TSHA Taysha Gene Therapies	$61,150,709	$12,149,679 â–¼	-16.6%	13,680,248	0.6%	Medical
ALKS Alkermes	$59,134,508		0.0%	1,672,356	0.6%	Medical
CMPS Compass Pathways	$58,797,117	$10,368,750 â–²	21.4%	10,632,390	0.6%	Medical
KOD Kodiak Sciences	$56,720,044	$38 â–²	0.0%	1,487,934	0.6%	Medical
REPL Replimune Group	$56,280,407	$1,656,715 â–²	3.0%	7,356,916	0.6%	Medical
CRNX Crinetics Pharmaceuticals	$52,712,160	$3,632,000 â–²	7.4%	1,451,326	0.5%	Medical
QURE uniQure	$42,286,921	$18,395,483 â–¼	-30.3%	2,586,356	0.4%	Medical
WAYSTAR HLDG CORP	$39,299,300	$39,299,300 â–²	New Holding	1,630,000	0.4%	COM
ARWR Arrowhead Pharmaceuticals	$36,722,261	$60,568 â–²	0.2%	585,682	0.4%	Medical
OBIO Orchestra BioMed	$35,300,768		0.0%	8,306,063	0.4%	Medical
VSTM Verastem	$34,854,422		0.0%	6,576,306	0.3%	Medical
EVOMMUNE INC	$34,536,383	$5,024,786 â–²	17.0%	1,502,235	0.3%	COM SHS
SYK Stryker	$32,859,000	$47,645,550 â–¼	-59.2%	100,000	0.3%	Medical
SVRA Savara	$32,499,995		0.0%	5,952,380	0.3%	Medical
CADL Candel Therapeutics	$31,467,888	$31,467,888 â–²	New Holding	6,422,018	0.3%	Medical
AQST Aquestive Therapeutics	$30,819,855	$4,882,355 â–²	18.8%	7,426,471	0.3%	Medical
AKTIS ONCOLOGY INC	$28,481,649	$28,481,649 â–²	New Holding	1,592,043	0.3%	COM
NEUROGENE INC	$27,467,113		0.0%	1,362,456	0.3%	COM
CGEM Cullinan Therapeutics	$24,241,692		0.0%	1,705,960	0.2%	Medical
CMPX Compass Therapeutics	$22,147,109	$8,922,109 â–²	67.5%	4,186,599	0.2%	Medical
DIANTHUS THERAPEUTICS INC	$20,817,447	$20,817,447 â–²	New Holding	248,063	0.2%	COM
FLGT Fulgent Genetics	$20,495,100	$9,285,171 â–²	82.8%	1,289,000	0.2%	Medical
BETA BIONICS INC	$20,040,000	$5,010,000 â–¼	-20.0%	2,000,000	0.2%	COM
KYMR Kymera Therapeutics	$19,989,600		0.0%	240,000	0.2%	Medical
IPSC Century Therapeutics	$19,652,174	$19,652,174 â–²	New Holding	8,695,652	0.2%	Medical
BEAM Beam Therapeutics	$13,592,489		0.0%	570,394	0.1%	Medical
AVALO THERAPEUTICS INC	$12,794,443	$12,794,443 â–²	New Holding	856,962	0.1%	COM NEW
OCGN Ocugen	$12,066,665	$12,066,665 â–²	New Holding	6,666,666	0.1%	Medical
HEARTFLOW INC	$12,043,350		0.0%	495,000	0.1%	COM
WVE WAVE Life Sciences	$9,787,500		0.0%	1,350,000	0.1%	Medical
PERCEPTIVE CAP SOLUTIONS COR	$8,145,225		0.0%	742,500	0.1%	CL A ORD SHS
JADE BIOSCIENCES INC	$8,053,530	$12,308,755 â–¼	-60.4%	573,205	0.1%	COM NEW
CAPR Capricor Therapeutics	$7,600,000		0.0%	250,000	0.1%	Medical
MIST Milestone Pharmaceuticals	$7,533,891	$4,551,630 â–²	152.6%	6,331,001	0.1%	Medical
KALARIS THERAPEUTICS INC	$7,501,000		0.0%	1,300,000	0.1%	COM
IVA Inventiva	$7,207,796	$6 â–²	0.0%	1,298,702	0.1%	Medical
ATAIBECKLEY INC	$7,080,000	$7,080,000 â–²	New Holding	2,000,000	0.1%	COM SHS
CRESCENT BIOPHARMA INC.	$6,849,365		0.0%	372,856	0.1%	COM
LRMR Larimar Therapeutics	$6,750,000	$7,312,500 â–¼	-52.0%	1,500,000	0.1%	Medical
TENAX THERAPEUTICS INC	$5,920,234	$129,519 â–¼	-2.1%	370,246	0.1%	COM NEW
DEFINIUM THERAPEUTICS INC	$5,670,000	$5,670,000 â–²	New Holding	300,000	0.1%	COM SHS
LUMEXA IMAGING HOLDINGS INC	$5,590,000		0.0%	650,000	0.1%	COM
FDMT 4D Molecular Therapeutics	$4,429,111		0.0%	475,737	0.0%	Medical
MEDLINE INC	$3,115,000		0.0%	70,000	0.0%	COM CL A
OMADA HEALTH INC	$2,514,000		0.0%	200,000	0.0%	COM
IRON Disc Medicine	$1,918,200		0.0%	30,000	0.0%	Medical
IMAGENEBIO INC	$1,672,225		0.0%	334,445	0.0%	COM
XGN Exagen	$1,185,693	$1,185,693 â–¼	-50.0%	395,231	0.0%	Medical
RCKTW Rocket Pharmaceuticals	$7,210		0.0%	350,000	0.0%	Medical
PEN Penumbra	$0	$269,403,204 â–¼	-100.0%	0	0.0%	Medical
AXSM Axsome Therapeutics	$0	$162,184,503 â–¼	-100.0%	0	0.0%	Medical
PODD Insulet	$0	$92,264,304 â–¼	-100.0%	0	0.0%	Medical
MASI Masimo	$0	$88,869,218 â–¼	-100.0%	0	0.0%	Medical
RAPT THERAPEUTICS INC	$0	$55,450,779 â–¼	-100.0%	0	0.0%	COM NEW
TEMPUS AI INC	$0	$11,810,000 â–¼	-100.0%	0	0.0%	CL A
IQV IQVIA	$0	$10,368,860 â–¼	-100.0%	0	0.0%	Medical
ATAI Atai Beckley	$0	$8,180,000 â–¼	-100.0%	0	0.0%	Medical
ALLURION TECHNOLOGIES INC	$0	$7,246,459 â–¼	-100.0%	0	0.0%	COMMON STOCK
GPCR Structure Therapeutics	$0	$6,955,000 â–¼	-100.0%	0	0.0%	Medical
MNMD Mind Medicine (MindMed)	$0	$4,017,000 â–¼	-100.0%	0	0.0%	Medical
CRVS Corvus Pharmaceuticals	$0	$3,446,574 â–¼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Rtw Investments, Lp Top Holdings and 13F Report (2026)

About Rtw Investments, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Rtw Investments, Lp Top Holdings and 13F Report (2026)

About Rtw Investments, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRtw Investments, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools