Rtw Investments
Latest statistics and disclosures from Rtw Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDGL, ARGX, PTCT, PTGX, CGON, and represent 30.62% of Rtw Investments's stock portfolio.
- Added to shares of these 10 stocks: Kailera Therapeutics (+$237M), RARE (+$139M), CGON (+$109M), ORKA (+$103M), GPCR (+$86M), QURE (+$62M), IRTC (+$61M), AXGN (+$47M), DHR (+$44M), SLDB (+$39M).
- Started 9 new stock positions in SLDB, GPCR, MAZE, AXGN, DHR, Kailera Therapeutics, IDYA, ABVX, ALLO.
- Reduced shares in these 10 stocks: APGE (-$234M), Apellis Pharmaceuticals (-$148M), COGT (-$122M), HNGE (-$119M), , Centessa Pharmaceuticals (-$82M), NTRA (-$68M), CRNX (-$53M), WAY (-$39M), ARWR (-$37M).
- Sold out of its positions in JBIO, Apellis Pharmaceuticals, APGE, ARWR, Centessa Pharmaceuticals, CMPX, CRNX, FLGT, ISRG, IVA. OMDA, SYK, WAY.
- Rtw Investments was a net buyer of stock by $42M.
- Rtw Investments has $12B in assets under management (AUM), dropping by 16.55%.
- Central Index Key (CIK): 0001493215
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Portfolio Holdings for Rtw Investments
Rtw Investments holds 84 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Madrigal Pharmaceuticals (MDGL) | 9.1 | $1.1B | 2.0M | 536.95 |
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| Argenx Se Sponsored Adr (ARGX) | 5.6 | $658M | 709k | 927.77 |
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| Ptc Therapeutics I (PTCT) | 5.4 | $632M | 7.7M | 81.57 |
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| Protagonist Therapeutics (PTGX) | 5.3 | $620M | 5.1M | 122.58 |
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| Cg Oncology (CGON) | 5.2 | $605M | +21% | 8.5M | 71.05 |
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| Insmed Com Par $.01 (INSM) | 4.4 | $516M | 4.8M | 106.62 |
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| Tango Therapeutics (TNGX) | 3.7 | $435M | +4% | 14M | 31.26 |
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| Spyre Therapeutics Com New (SYRE) | 3.2 | $378M | 4.3M | 88.78 |
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| Celcuity (CELC) | 3.0 | $346M | +8% | 3.3M | 104.62 |
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| Erasca (ERAS) | 2.8 | $329M | +11% | 18M | 18.32 |
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| RadNet (RDNT) | 2.6 | $299M | +13% | 4.8M | 61.67 |
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| Oruka Therapeutics (ORKA) | 2.6 | $299M | +52% | 3.1M | 95.17 |
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| Natera (NTRA) | 2.3 | $272M | -20% | 1.0M | 271.45 |
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| Ultragenyx Pharmaceutical (RARE) | 2.2 | $260M | +113% | 7.8M | 33.39 |
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| Irhythm Technologies (IRTC) | 2.2 | $260M | +30% | 2.2M | 118.95 |
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| Cytokinetics Com New (CYTK) | 2.1 | $244M | +5% | 2.9M | 85.19 |
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| Kailera Therapeutics Common Stock | 2.0 | $237M | NEW | 11M | 22.03 |
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| Establishment Labs Holdings Ord (ESTA) | 1.9 | $228M | 2.7M | 85.81 |
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| Guardant Health (GH) | 1.9 | $222M | 1.5M | 150.03 |
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| Neurocrine Biosciences (NBIX) | 1.8 | $214M | +19% | 1.3M | 168.53 |
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| Tarsus Pharmaceuticals (TARS) | 1.8 | $211M | 3.4M | 62.94 |
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| Stoke Therapeutics (STOK) | 1.6 | $184M | 5.6M | 32.72 |
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| Uniqure Nv SHS (QURE) | 1.5 | $182M | +52% | 3.9M | 46.06 |
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| ACADIA Pharmaceuticals (ACAD) | 1.5 | $181M | 7.1M | 25.30 |
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| Repligen Corporation (RGEN) | 1.4 | $169M | +2% | 1.2M | 136.44 |
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| Urogen Pharma (URGN) | 1.4 | $167M | 4.5M | 36.80 |
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| Gh Research Ordinary Shares (GHRS) | 1.4 | $160M | 5.9M | 26.88 |
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| Immunocore Hldgs Ads (IMCR) | 1.3 | $155M | 4.9M | 31.75 |
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| Compass Pathways Sponsored Ads (CMPS) | 1.3 | $151M | 11M | 14.15 |
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| Immatics SHS (IMTX) | 1.1 | $131M | 13M | 10.13 |
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| Zai Lab Adr (ZLAB) | 1.1 | $125M | 6.6M | 19.00 |
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| Immunovant (IMVT) | 1.0 | $122M | 3.2M | 38.53 |
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| Belite Bio Sponsored Ads (BLTE) | 0.9 | $110M | 715k | 153.99 |
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| Xencor (XNCR) | 0.9 | $109M | 6.8M | 16.10 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.8 | $92M | 14M | 6.81 |
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| Cogent Biosciences (COGT) | 0.8 | $89M | -57% | 2.3M | 38.70 |
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| Alkermes SHS (ALKS) | 0.7 | $88M | 1.7M | 52.40 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.7 | $86M | NEW | 1.6M | 53.67 |
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| Replimune Group (REPL) | 0.7 | $82M | 7.4M | 11.07 |
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| Castle Biosciences (CSTL) | 0.6 | $66M | 2.8M | 23.85 |
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| Candel Therapeutics (CADL) | 0.6 | $66M | 6.4M | 10.30 |
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| Rocket Pharmaceuticals (RCKT) | 0.5 | $61M | 18M | 3.42 |
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| Kodiak Sciences (KOD) | 0.5 | $58M | 1.5M | 38.96 |
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| Aktis Oncology (AKTS) | 0.4 | $51M | 1.6M | 32.23 |
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| Axogen (AXGN) | 0.4 | $47M | NEW | 1.0M | 46.19 |
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| Danaher Corporation (DHR) | 0.4 | $44M | NEW | 230k | 190.48 |
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| Cullinan Oncology (CGEM) | 0.4 | $43M | +38% | 2.4M | 18.21 |
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| Neurogene (NGNE) | 0.4 | $43M | 1.4M | 31.45 |
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| Hinge Health Cl A (HNGE) | 0.4 | $42M | -74% | 500k | 83.00 |
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| Health Sciences Acq Corp 2 (OBIO) | 0.4 | $41M | +15% | 9.6M | 4.32 |
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| Solid Biosciences Com New (SLDB) | 0.3 | $39M | NEW | 3.9M | 9.99 |
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| Savara (SVRA) | 0.3 | $37M | 6.0M | 6.16 |
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| Aquestive Therapeutics (AQST) | 0.3 | $31M | 7.4M | 4.16 |
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| Kymera Therapeutics (KYMR) | 0.2 | $28M | 240k | 114.67 |
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| Verastem Com New (VSTM) | 0.2 | $25M | 6.6M | 3.82 |
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| Dianthus Therapeutics (DNTH) | 0.2 | $24M | 248k | 97.48 |
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| Beta Bionics (BBNX) | 0.2 | $24M | -25% | 1.5M | 15.67 |
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| Century Therapeutics (IPSC) | 0.2 | $21M | 8.7M | 2.45 |
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| Evommune Com Shs (EVMN) | 0.2 | $20M | 1.5M | 13.29 |
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| Beam Therapeutics (BEAM) | 0.2 | $20M | 570k | 34.32 |
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| Definium Therapeutics Com Shs (DFTX) | 0.2 | $19M | +33% | 400k | 47.04 |
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| Ideaya Biosciences (IDYA) | 0.1 | $14M | NEW | 370k | 37.27 |
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| Ataibeckley Com Shs (ATAI) | 0.1 | $11M | 2.0M | 5.27 |
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| Milestone Pharmaceuticals (MIST) | 0.1 | $11M | +23% | 7.8M | 1.34 |
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| Ocugen (OCGN) | 0.1 | $10M | 6.7M | 1.53 |
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| Tenax Therapeutics Com New (TENX) | 0.1 | $10M | +88% | 697k | 14.55 |
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| Heartflow Inc/Sh (HTFL) | 0.1 | $8.7M | -40% | 295k | 29.34 |
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| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.1 | $8.1M | 743k | 10.88 |
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| Wave Life Sciences SHS (WVE) | 0.1 | $7.8M | 1.4M | 5.81 |
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| Larimar Therapeutics (LRMR) | 0.1 | $7.8M | +71% | 2.6M | 3.05 |
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| Lumexa Imaging Holdings (LMRI) | 0.1 | $7.3M | 650k | 11.28 |
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| Allogene Therapeutics (ALLO) | 0.1 | $6.8M | NEW | 3.3M | 2.08 |
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| Crescent Biopharma (CBIO) | 0.1 | $6.7M | 373k | 18.00 |
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| 4d Molecular Therapeutics In (FDMT) | 0.1 | $6.3M | 476k | 13.30 |
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| Maze Therapeatics (MAZE) | 0.1 | $6.3M | NEW | 212k | 29.84 |
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| Capricor Therapeutics Com New (CAPR) | 0.1 | $6.0M | 250k | 24.08 |
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| Kalaris Therapeutics (KLRS) | 0.0 | $5.3M | 1.3M | 4.07 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $3.5M | NEW | 26k | 133.26 |
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| Avalo Therapeutics Com New (AVTX) | 0.0 | $3.2M | -79% | 175k | 18.48 |
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| Medline Com Cl A (MDLN) | 0.0 | $2.8M | 70k | 39.44 |
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| Disc Medicine (IRON) | 0.0 | $2.2M | 30k | 73.14 |
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| Imagenebio (IMA) | 0.0 | $2.0M | 334k | 5.90 |
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| Exagen (XGN) | 0.0 | $907k | -50% | 195k | 4.65 |
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| Rocket Pharmaceuticals *w Exp 09/02/202 (RCKTW) | 0.0 | $1.2k | 350k | 0.00 |
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Past Filings by Rtw Investments
SEC 13F filings are viewable for Rtw Investments going back to 2014
- Rtw Investments 2026 Q2 filed Aug. 14, 2026
- Rtw Investments 2026 Q1 filed May 15, 2026
- Rtw Investments 2025 Q4 filed Feb. 17, 2026
- Rtw Investments 2025 Q3 filed Nov. 14, 2025
- Rtw Investments 2025 Q2 filed Aug. 14, 2025
- Rtw Investments 2025 Q1 filed May 15, 2025
- Rtw Investments 2024 Q4 filed Feb. 14, 2025
- Rtw Investments 2024 Q3 filed Nov. 14, 2024
- Rtw Investments 2024 Q2 filed Aug. 14, 2024
- Rtw Investments 2024 Q1 filed May 15, 2024
- Rtw Investments 2023 Q4 filed Feb. 14, 2024
- Rtw Investments 2023 Q3 filed Nov. 14, 2023
- Rtw Investments 2023 Q2 filed Aug. 14, 2023
- Rtw Investments 2023 Q1 filed May 15, 2023
- Rtw Investments 2022 Q4 filed Feb. 14, 2023
- Rtw Investments 2022 Q3 filed Nov. 14, 2022