Rtw Investments as of Dec. 31, 2025
Portfolio Holdings for Rtw Investments
Rtw Investments holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Madrigal Pharmaceuticals (MDGL) | 11.6 | $1.2B | 2.0M | 582.34 | |
| Insmed Com Par $.01 (INSM) | 8.4 | $843M | 4.8M | 174.04 | |
| Ptc Therapeutics I (PTCT) | 5.9 | $588M | 7.7M | 75.96 | |
| Argenx Se Sponsored Adr (ARGX) | 5.7 | $566M | 674k | 840.95 | |
| Protagonist Therapeutics (PTGX) | 4.4 | $442M | 5.1M | 87.34 | |
| Natera (NTRA) | 3.4 | $344M | 1.5M | 229.09 | |
| RadNet (RDNT) | 2.8 | $281M | 3.9M | 71.35 | |
| Tarsus Pharmaceuticals (TARS) | 2.7 | $273M | 3.3M | 81.88 | |
| Cogent Biosciences (COGT) | 2.7 | $270M | 7.6M | 35.52 | |
| Penumbra (PEN) | 2.7 | $269M | 867k | 310.91 | |
| Irhythm Technologies (IRTC) | 2.1 | $210M | 1.2M | 177.44 | |
| Apogee Therapeutics (APGE) | 2.1 | $205M | 2.7M | 75.48 | |
| Apellis Pharmaceuticals (APLS) | 1.9 | $193M | 7.7M | 25.12 | |
| ACADIA Pharmaceuticals (ACAD) | 1.9 | $191M | 7.1M | 26.71 | |
| Establishment Labs Holdings Ord (ESTA) | 1.9 | $189M | 2.6M | 72.88 | |
| Stoke Therapeutics (STOK) | 1.8 | $176M | 5.5M | 31.74 | |
| Repligen Corporation (RGEN) | 1.7 | $174M | 1.1M | 163.86 | |
| Cytokinetics Com New (CYTK) | 1.7 | $173M | 2.7M | 63.54 | |
| Immunocore Hldgs Ads (IMCR) | 1.7 | $169M | 4.9M | 34.71 | |
| Axsome Therapeutics (AXSM) | 1.6 | $162M | 888k | 182.64 | |
| Guardant Health (GH) | 1.5 | $151M | 1.5M | 102.14 | |
| Neurocrine Biosciences (NBIX) | 1.5 | $151M | 1.1M | 141.83 | |
| Spyre Therapeutics Com New (SYRE) | 1.4 | $137M | 4.2M | 32.76 | |
| Zai Lab Adr (ZLAB) | 1.2 | $123M | 7.0M | 17.64 | |
| Immatics SHS (IMTX) | 1.2 | $120M | 11M | 10.50 | |
| Belite Bio Sponsored Ads (BLTE) | 1.1 | $114M | 715k | 159.96 | |
| Urogen Pharma (URGN) | 1.1 | $106M | 4.5M | 23.42 | |
| Xencor (XNCR) | 1.0 | $104M | 6.8M | 15.31 | |
| Insulet Corporation (PODD) | 0.9 | $92M | 325k | 284.24 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.9 | $90M | 16M | 5.50 | |
| Masimo Corporation (MASI) | 0.9 | $89M | 683k | 130.06 | |
| Uniqure Nv SHS (QURE) | 0.9 | $89M | 3.7M | 23.93 | |
| Stryker Corporation (SYK) | 0.9 | $86M | 245k | 351.47 | |
| Cg Oncology (CGON) | 0.8 | $84M | 2.0M | 41.52 | |
| Castle Biosciences (CSTL) | 0.8 | $82M | 2.1M | 38.90 | |
| Immunovant (IMVT) | 0.8 | $81M | 3.2M | 25.42 | |
| Beta Bionics (BBNX) | 0.8 | $76M | 2.5M | 30.47 | |
| Gh Research Ordinary Shares (GHRS) | 0.8 | $75M | 5.9M | 12.70 | |
| Replimune Group (REPL) | 0.7 | $69M | 7.1M | 9.72 | |
| Ultragenyx Pharmaceutical (RARE) | 0.7 | $69M | 3.0M | 23.00 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.6 | $63M | 1.4M | 46.55 | |
| Oruka Therapeutics (ORKA) | 0.6 | $62M | 2.1M | 30.31 | |
| Rocket Pharmaceuticals (RCKT) | 0.6 | $62M | 18M | 3.51 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.6 | $60M | 8.8M | 6.90 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $57M | 101k | 566.36 | |
| Rapt Therapeutics Com New (RAPT) | 0.6 | $56M | 1.6M | 33.87 | |
| Celcuity (CELC) | 0.5 | $55M | 550k | 99.74 | |
| Verastem Com New (VSTM) | 0.5 | $51M | 6.6M | 7.72 | |
| Alkermes SHS (ALKS) | 0.5 | $47M | 1.7M | 27.98 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.4 | $45M | 1.8M | 25.01 | |
| Kodiak Sciences (KOD) | 0.4 | $42M | 1.5M | 27.96 | |
| Aquestive Therapeutics (AQST) | 0.4 | $40M | 6.3M | 6.46 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $39M | 585k | 66.39 | |
| Savara (SVRA) | 0.4 | $36M | 6.0M | 6.03 | |
| Health Sciences Acq Corp 2 (OBIO) | 0.3 | $35M | 8.3M | 4.15 | |
| Neurogene (NGNE) | 0.3 | $28M | 1.4M | 20.60 | |
| Wave Life Sciences SHS (WVE) | 0.2 | $23M | 1.4M | 17.00 | |
| Jade Biosciences Com New (JBIO) | 0.2 | $22M | 1.4M | 15.43 | |
| Evommune Com Shs (EVMN) | 0.2 | $22M | 1.3M | 17.12 | |
| Kymera Therapeutics (KYMR) | 0.2 | $19M | 240k | 77.81 | |
| Fulgent Genetics (FLGT) | 0.2 | $19M | 705k | 26.27 | |
| Cullinan Oncology (CGEM) | 0.2 | $18M | 1.7M | 10.35 | |
| Hinge Health Cl A (HNGE) | 0.2 | $16M | 354k | 46.45 | |
| Beam Therapeutics (BEAM) | 0.2 | $16M | 570k | 27.72 | |
| Heartflow Inc/Sh (HTFL) | 0.1 | $14M | 495k | 29.15 | |
| Compass Therapeutics (CMPX) | 0.1 | $13M | 2.5M | 5.37 | |
| Tango Therapeutics (TNGX) | 0.1 | $13M | 1.5M | 8.86 | |
| Lumexa Imaging Holdings (LMRI) | 0.1 | $12M | 650k | 18.50 | |
| Larimar Therapeutics (LRMR) | 0.1 | $12M | 3.1M | 3.81 | |
| Tempus Ai Cl A (TEM) | 0.1 | $12M | 200k | 59.05 | |
| Kalaris Therapeutics (KLRS) | 0.1 | $11M | 1.3M | 8.44 | |
| Iqvia Holdings (IQV) | 0.1 | $10M | 46k | 225.41 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.1 | $9.7M | 743k | 13.03 | |
| Atai Beckley Nv SHS | 0.1 | $8.2M | 2.0M | 4.09 | |
| Allurion Technologies Common Stock (ALUR) | 0.1 | $7.2M | 5.9M | 1.23 | |
| Capricor Therapeutics Com New (CAPR) | 0.1 | $7.2M | 250k | 28.86 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.1 | $7.0M | 100k | 69.55 | |
| Inventiva Sa Ads (IVA) | 0.1 | $6.0M | 1.3M | 4.65 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $5.1M | 2.5M | 2.02 | |
| Exagen (XGN) | 0.0 | $4.8M | 791k | 6.08 | |
| Tenax Therapeutics Com New (TENX) | 0.0 | $4.6M | 378k | 12.19 | |
| Crescent Biopharma (CBIO) | 0.0 | $4.4M | 373k | 11.86 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $4.0M | 300k | 13.39 | |
| 4d Molecular Therapeutics In (FDMT) | 0.0 | $3.6M | 476k | 7.50 | |
| Corvus Pharmaceuticals (CRVS) | 0.0 | $3.4M | 448k | 7.70 | |
| Omada Health (OMDA) | 0.0 | $3.2M | 200k | 15.78 | |
| Medline Com Cl A (MDLN) | 0.0 | $2.9M | 70k | 42.00 | |
| Disc Medicine (IRON) | 0.0 | $2.4M | 30k | 79.41 | |
| Imagenebio (IMA) | 0.0 | $2.3M | 334k | 6.90 | |
| Erasca (ERAS) | 0.0 | $546k | 147k | 3.72 | |
| Rocket Pharmaceuticals *w Exp 09/02/202 (RCKTW) | 0.0 | $8.5k | 350k | 0.02 |
