Rtw Investments

Rtw Investments as of Sept. 30, 2025

Portfolio Holdings for Rtw Investments

Rtw Investments holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Madrigal Pharmaceuticals (MDGL) 11.3 $914M 2.0M 458.66
Argenx Se Sponsored Adr (ARGX) 6.1 $497M 674k 737.56
Avidity Biosciences Ord (RNA) 6.1 $496M 11M 43.57
Ptc Therapeutics I (PTCT) 5.9 $475M 7.7M 61.37
Insmed Com Par $.01 (INSM) 5.5 $444M 3.1M 144.01
Protagonist Therapeutics (PTGX) 4.7 $382M 5.8M 66.43
Natera (NTRA) 4.0 $322M 2.0M 160.97
Akero Therapeutics (AKRO) 3.2 $260M 5.5M 47.48
Uniqure Nv SHS (QURE) 3.2 $258M 4.4M 58.37
Penumbra (PEN) 2.7 $220M 867k 253.32
RadNet (RDNT) 2.6 $215M 2.8M 76.21
Merus N V (MRUS) 2.3 $191M 2.0M 94.15
Tarsus Pharmaceuticals (TARS) 2.3 $189M 3.2M 59.43
Stryker Corporation (SYK) 2.2 $181M 490k 369.67
Immunocore Hldgs Ads (IMCR) 2.2 $177M 4.9M 36.33
ACADIA Pharmaceuticals (ACAD) 1.9 $153M 7.1M 21.34
Cytokinetics Com New (CYTK) 1.8 $150M 2.7M 54.96
Neurocrine Biosciences (NBIX) 1.8 $149M 1.1M 140.38
Axsome Therapeutics (AXSM) 1.7 $136M 1.1M 121.45
Stoke Therapeutics (STOK) 1.5 $120M 5.1M 23.50
Apogee Therapeutics (APGE) 1.3 $108M 2.7M 39.73
Establishment Labs Holdings Ord (ESTA) 1.3 $106M 2.6M 40.99
Masimo Corporation (MASI) 1.2 $101M 683k 147.55
Ultragenyx Pharmaceutical (RARE) 1.2 $98M 3.3M 30.08
Guardant Health (GH) 1.1 $93M 1.5M 62.48
Urogen Pharma (URGN) 1.1 $91M 4.5M 19.95
Intuitive Surgical Com New (ISRG) 1.1 $91M 203k 447.23
Gh Research Ordinary Shares (GHRS) 1.0 $80M 5.6M 14.30
Taysha Gene Therapies Com Shs (TSHA) 1.0 $80M 24M 3.27
Zai Lab Adr (ZLAB) 1.0 $78M 2.3M 33.89
Immatics SHS (IMTX) 0.9 $75M 8.8M 8.52
Xencor (XNCR) 0.9 $73M 6.2M 11.73
Cg Oncology (CGON) 0.8 $69M 1.7M 40.28
Beta Bionics (BBNX) 0.8 $66M 3.3M 19.87
Spyre Therapeutics Com New (SYRE) 0.7 $61M 3.6M 16.76
Rocket Pharmaceuticals (RCKT) 0.7 $58M 18M 3.26
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.7 $56M 2.3M 24.25
Alkermes SHS (ALKS) 0.6 $50M 1.7M 30.00
Compass Pathways Sponsored Ads (CMPS) 0.6 $50M 8.7M 5.73
Cogent Biosciences (COGT) 0.6 $50M 3.5M 14.36
Verastem Com New (VSTM) 0.6 $48M 5.4M 8.83
Quest Diagnostics Incorporated (DGX) 0.6 $48M 250k 190.58
Lenz Therapeutics (LENZ) 0.5 $40M 863k 46.58
Rapt Therapeutics Com New (RAPT) 0.5 $38M 1.5M 25.79
Oruka Therapeutics (ORKA) 0.5 $37M 1.9M 19.23
Dyne Therapeutics (DYN) 0.5 $37M 2.9M 12.65
Crinetics Pharmaceuticals In (CRNX) 0.4 $36M 872k 41.65
Aquestive Therapeutics (AQST) 0.4 $35M 6.3M 5.59
Abivax Sa Sponsored Ads (ABVX) 0.4 $30M 350k 84.90
Ge Healthcare Technologies I Common Stock (GEHC) 0.4 $30M 394k 75.10
Replimune Group (REPL) 0.3 $27M 6.4M 4.19
Neurogene (NGNE) 0.3 $24M 1.4M 17.33
Belite Bio Sponsored Ads (BLTE) 0.3 $23M 313k 74.00
Alector (ALEC) 0.3 $21M 7.0M 2.96
Health Sciences Acq Corp 2 (OBIO) 0.3 $21M 8.3M 2.48
Corvus Pharmaceuticals (CRVS) 0.2 $20M 2.7M 7.37
Exagen (XGN) 0.2 $19M 1.7M 10.99
Heartflow Inc/Sh 0.2 $17M 495k 33.66
Tempus Ai Cl A (TEM) 0.2 $16M 200k 80.71
Jade Biosciences Com New (JBIO) 0.2 $13M 1.4M 8.63
Cytomx Therapeutics (CTMX) 0.1 $11M 3.5M 3.19
Cullinan Oncology (CGEM) 0.1 $10M 1.7M 5.93
Larimar Therapeutics (LRMR) 0.1 $10M 3.1M 3.23
Compass Therapeutics (CMPX) 0.1 $8.8M 2.5M 3.50
Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) 0.1 $7.8M 743k 10.56
Pepgen (PEPG) 0.1 $6.9M 1.5M 4.62
Wave Life Sciences SHS (WVE) 0.1 $6.6M 900k 7.32
Allurion Technologies Common Stock (ALUR) 0.1 $5.2M 2.5M 2.05
Milestone Pharmaceuticals (MIST) 0.1 $5.0M 2.5M 2.00
Omada Health (OMDA) 0.1 $4.4M 200k 22.11
Tenax Therapeutics Com New (TENX) 0.0 $2.9M 378k 7.61
Imagenebio 0.0 $2.7M 334k 8.15
Adagio Med Hldgs (ADGM) 0.0 $406k 209k 1.94
Rocket Pharmaceuticals *w Exp 09/02/202 (RCKTW) 0.0 $14k 350k 0.04