Rtw Investments, Lp Top Holdings and 13F Report (2026) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $11.71 billion in total holdings as of June 30, 2026.Rtw Investments, Lp owns shares of 84 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 9.60% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 88 new stocks and bought additional shares in 26 stocks.Rtw Investments, Lp sold shares of 8 stocks and completely divested from 13 stocks this quarter.Largest Holdings Madrigal Pharmaceuticals $1,070,510,235argenex $658,202,715PTC Therapeutics $631,875,072Protagonist Therapeutics $620,398,832CG ONCOLOGY INC $604,961,620 Largest New Holdings this Quarter 482931102 - KAILERA THERAPEUTICS INC $237,413,345 Holding86366E106 - Structure Therapeutics $86,274,901 Holding05463X106 - AxoGen $46,724,695 Holding235851102 - Danaher $43,810,400 Holding83422E204 - Solid Biosciences $38,890,331 Holding Largest Purchases this Quarter KAILERA THERAPEUTICS INC 10,776,820 shares (about $237.41M)Ultragenyx Pharmaceutical 4,148,100 shares (about $138.51M)CG ONCOLOGY INC 1,529,782 shares (about $108.69M)ORUKA THERAPEUTICS INC 1,080,882 shares (about $102.87M)Structure Therapeutics 1,607,507 shares (about $86.27M) Largest Sales this Quarter Cogent Biosciences 3,149,654 shares (about $121.89M)HINGE HEALTH INC 1,430,000 shares (about $118.69M)Natera 250,000 shares (about $67.86M)AVALO THERAPEUTICS INC 681,962 shares (about $12.60M)BETA BIONICS INC 500,000 shares (about $7.84M) 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$1,070,510,2350.0%1,993,6879.1%HealthcareARGXargenex$658,202,7150.0%709,4465.6%HealthcarePTCTPTC Therapeutics$631,875,0720.0%7,746,4155.4%HealthcarePTGXProtagonist Therapeutics$620,398,832$260,115 â–²0.0%5,061,1755.3%HealthcareCG ONCOLOGY INC$604,961,620$108,691,011 â–²21.9%8,514,5905.2%COMINSMInsmed$516,347,8660.0%4,842,8804.4%HealthcareTNGXTango Therapeutics$434,533,381$18,756,000 â–²4.5%13,900,6203.7%HealthcareSPYRE THERAPEUTICS INC$377,492,205$7,102,400 â–²1.9%4,251,9963.2%COM NEWCELCCelcuity$345,758,952$27,753,803 â–²8.7%3,304,9033.0%HealthcareERASErasca$328,784,533$32,785,087 â–²11.1%17,946,7542.8%HealthcareRDNTRadNet$298,911,900$34,655,950 â–²13.1%4,846,9582.6%HealthcareORUKA THERAPEUTICS INC$298,741,485$102,867,540 â–²52.5%3,139,0302.6%COMNTRANatera$271,450,000$67,862,500 â–¼-20.0%1,000,0002.3%HealthcareRAREUltragenyx Pharmaceutical$260,338,324$138,505,059 â–²113.7%7,796,8952.2%HealthcareIRTCiRhythm Technologies$259,623,957$61,155,882 â–²30.8%2,182,6312.2%HealthcareCYTKCytokinetics$243,814,036$11,998,586 â–²5.2%2,862,0032.1%HealthcareKAILERA THERAPEUTICS INC$237,413,345$237,413,345 â–²New Holding10,776,8202.0%COMMON STOCKESTAEstablishment Labs$227,885,1880.0%2,655,6951.9%HealthcareGHGuardant Health$222,199,3810.0%1,481,0331.9%HealthcareNBIXNeurocrine Biosciences$213,689,740$34,693,435 â–²19.4%1,267,9251.8%HealthcareTARSTarsus Pharmaceuticals$211,293,293$694,480 â–²0.3%3,357,0591.8%HealthcareSTOKStoke Therapeutics$184,001,7380.0%5,623,5251.6%HealthcareQUREuniQure$181,548,806$62,421,249 â–²52.4%3,941,5721.5%HealthcareACADACADIA Pharmaceuticals$180,756,4570.0%7,144,5241.5%HealthcareRGENRepligen$169,272,512$4,725,872 â–²2.9%1,240,6371.4%HealthcareURGNUrogen Pharma$167,215,3360.0%4,543,8951.4%HealthcareGHRSGH Research$159,500,9470.0%5,933,8151.4%HealthcareIMCRImmunocore$154,616,0870.0%4,869,7981.3%HealthcareCMPSCompass Pathways$151,418,782$970,464 â–²0.6%10,700,9741.3%HealthcareIMTXImmatics$131,144,763$778,349 â–²0.6%12,946,1761.1%HealthcareZLABZai Lab$124,906,6080.0%6,574,0321.1%HealthcareIMVTImmunovant$122,442,5220.0%3,177,8491.0%HealthcareBLTEBelite Bio$110,150,3980.0%715,3320.9%HealthcareXNCRXencor$109,117,1220.0%6,777,4610.9%HealthcareTSHATaysha Gene Therapies$92,345,357$817,132 â–¼-0.9%13,560,2580.8%HealthcareCOGTCogent Biosciences$89,359,113$121,891,610 â–¼-57.7%2,309,0210.8%HealthcareALKSAlkermes$87,623,0930.0%1,672,3560.7%HealthcareGPCRStructure Therapeutics$86,274,901$86,274,901 â–²New Holding1,607,5070.7%HealthcareREPLReplimune Group$82,046,202$605,142 â–²0.7%7,411,5810.7%HealthcareCSTLCastle Biosciences$66,263,290$477,000 â–²0.7%2,778,3350.6%HealthcareCADLCandel Therapeutics$66,146,7850.0%6,422,0180.6%HealthcareRCKTRocket Pharmaceuticals$60,492,1800.0%17,687,7720.5%HealthcareKODKodiak Sciences$57,969,9090.0%1,487,9340.5%HealthcareAKTIS ONCOLOGY INC$51,311,5460.0%1,592,0430.4%COMAXGNAxoGen$46,724,695$46,724,695 â–²New Holding1,011,5760.4%HealthcareDHRDanaher$43,810,400$43,810,400 â–²New Holding230,0000.4%HealthcareCGEMCullinan Therapeutics$43,054,759$11,989,227 â–²38.6%2,364,3470.4%HealthcareNEUROGENE INC$42,849,2410.0%1,362,4560.4%COMHINGE HEALTH INC$41,500,000$118,690,000 â–¼-74.1%500,0000.4%CL AOBIOOrchestra BioMed$41,234,412$5,393,750 â–²15.0%9,556,0630.4%HealthcareSLDBSolid Biosciences$38,890,331$38,890,331 â–²New Holding3,892,9260.3%HealthcareSVRASavara$36,666,6610.0%5,952,3800.3%HealthcareAQSTAquestive Therapeutics$30,894,1190.0%7,426,4710.3%HealthcareKYMRKymera Therapeutics$27,520,8000.0%240,0000.2%HealthcareVSTMVerastem$25,348,729$227,240 â–²0.9%6,635,7930.2%HealthcareDIANTHUS THERAPEUTICS INC$24,181,1810.0%248,0630.2%COMBETA BIONICS INC$23,505,000$7,835,000 â–¼-25.0%1,500,0000.2%COMIPSCCentury Therapeutics$21,304,3470.0%8,695,6520.2%HealthcareEVOMMUNE INC$19,964,7030.0%1,502,2350.2%COM SHSBEAMBeam Therapeutics$19,575,9220.0%570,3940.2%HealthcareDEFINIUM THERAPEUTICS INC$18,816,000$4,704,000 â–²33.3%400,0000.2%COM SHSIDYAIDEAYA Biosciences$13,803,690$13,803,690 â–²New Holding370,3700.1%HealthcareATAIBECKLEY INC$10,540,0000.0%2,000,0000.1%COM SHSMISTMilestone Pharmaceuticals$10,496,670$2,013,129 â–²23.7%7,833,3360.1%HealthcareOCGNOcugen$10,199,9990.0%6,666,6660.1%HealthcareTENAX THERAPEUTICS INC$10,135,094$4,748,014 â–²88.1%696,5700.1%COM NEWHEARTFLOW INC$8,655,300$5,868,000 â–¼-40.4%295,0000.1%COMPERCEPTIVE CAP SOLUTIONS COR$8,078,4000.0%742,5000.1%CL A ORD SHSWVEWAVE Life Sciences$7,843,5000.0%1,350,0000.1%HealthcareLRMRLarimar Therapeutics$7,826,297$3,251,297 â–²71.1%2,565,9990.1%HealthcareLUMEXA IMAGING HOLDINGS INC$7,332,0000.0%650,0000.1%COMALLOAllogene Therapeutics$6,760,000$6,760,000 â–²New Holding3,250,0000.1%HealthcareCRESCENT BIOPHARMA INC.$6,711,4080.0%372,8560.1%COMFDMT4D Molecular Therapeutics$6,327,3020.0%475,7370.1%HealthcareMAZE THERAPEUTICS INC$6,326,080$6,326,080 â–²New Holding212,0000.1%COMCAPRCapricor Therapeutics$6,020,0000.0%250,0000.1%HealthcareKALARIS THERAPEUTICS INC$5,291,0000.0%1,300,0000.0%COMABIVAX SA$3,518,064$3,518,064 â–²New Holding26,4000.0%SPONSORED ADSAVALO THERAPEUTICS INC$3,234,000$12,602,658 â–¼-79.6%175,0000.0%COM NEWMEDLINE INC$2,760,8000.0%70,0000.0%COM CL AIRONDisc Medicine$2,194,2000.0%30,0000.0%HealthcareIMAGENEBIO INC$1,973,2260.0%334,4450.0%COMXGNExagen$906,750$931,074 â–¼-50.7%195,0000.0%HealthcareRCKTWRocket Pharmaceuticals$1,1900.0%350,0000.0%HealthcareAPOGEE THERAPEUTICS INC$0$234,169,104 â–¼-100.0%00.0%COMAPLSApellis Pharmaceuticals$0$148,249,360 â–¼-100.0%00.0%HealthcareISRGIntuitive Surgical$0$101,417,800 â–¼-100.0%00.0%HealthcareCNTACentessa Pharmaceuticals$0$81,591,831 â–¼-100.0%00.0%HealthcareCRNXCrinetics Pharmaceuticals$0$52,712,160 â–¼-100.0%00.0%HealthcareWAYSTAR HLDG CORP$0$39,299,300 â–¼-100.0%00.0%COMARWRArrowhead Pharmaceuticals$0$36,722,261 â–¼-100.0%00.0%HealthcareSYKStryker$0$32,859,000 â–¼-100.0%00.0%HealthcareCMPXCompass Therapeutics$0$22,147,109 â–¼-100.0%00.0%HealthcareFLGTFulgent Genetics$0$20,495,100 â–¼-100.0%00.0%HealthcareJADE BIOSCIENCES INC$0$8,053,530 â–¼-100.0%00.0%COM NEWIVAInventiva$0$7,207,796 â–¼-100.0%00.0%HealthcareOMADA HEALTH INC$0$2,514,000 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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