Rtw Investments as of March 31, 2026
Portfolio Holdings for Rtw Investments
Rtw Investments holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Madrigal Pharmaceuticals (MDGL) | 10.4 | $1.0B | 2.0M | 523.47 | |
| Insmed Com Par $.01 (INSM) | 7.9 | $792M | 4.8M | 163.52 | |
| Protagonist Therapeutics (PTGX) | 5.3 | $533M | 5.1M | 105.40 | |
| Ptc Therapeutics I (PTCT) | 5.3 | $528M | 7.7M | 68.13 | |
| Argenx Se Sponsored Adr (ARGX) | 5.2 | $518M | 709k | 730.25 | |
| Cg Oncology (CGON) | 4.7 | $473M | 7.0M | 67.68 | |
| Celcuity (CELC) | 3.5 | $347M | 3.0M | 114.14 | |
| Tango Therapeutics (TNGX) | 2.8 | $278M | 13M | 20.92 | |
| Erasca (ERAS) | 2.6 | $261M | 16M | 16.18 | |
| Natera (NTRA) | 2.5 | $250M | 1.3M | 199.99 | |
| RadNet (RDNT) | 2.4 | $240M | 4.3M | 55.89 | |
| Tarsus Pharmaceuticals (TARS) | 2.3 | $235M | 3.3M | 70.15 | |
| Apogee Therapeutics (APGE) | 2.3 | $234M | 2.8M | 84.17 | |
| Spyre Therapeutics Com New (SYRE) | 2.1 | $210M | 4.2M | 50.44 | |
| Cogent Biosciences (COGT) | 2.1 | $210M | 5.5M | 38.49 | |
| Irhythm Technologies (IRTC) | 2.0 | $197M | 1.7M | 118.02 | |
| Stoke Therapeutics (STOK) | 1.8 | $183M | 5.6M | 32.56 | |
| Cytokinetics Com New (CYTK) | 1.8 | $179M | 2.7M | 65.91 | |
| ACADIA Pharmaceuticals (ACAD) | 1.6 | $159M | 7.1M | 22.26 | |
| Establishment Labs Holdings Ord (ESTA) | 1.5 | $151M | 2.7M | 56.78 | |
| Apellis Pharmaceuticals | 1.5 | $148M | 3.7M | 40.23 | |
| Immunocore Hldgs Ads (IMCR) | 1.5 | $147M | 4.9M | 30.15 | |
| Repligen Corporation (RGEN) | 1.4 | $142M | 1.2M | 117.82 | |
| Neurocrine Biosciences (NBIX) | 1.4 | $140M | 1.1M | 131.74 | |
| Guardant Health (GH) | 1.4 | $137M | 1.5M | 92.37 | |
| Immatics SHS (IMTX) | 1.3 | $127M | 13M | 9.84 | |
| Zai Lab Adr (ZLAB) | 1.2 | $124M | 6.6M | 18.81 | |
| Belite Bio Sponsored Ads (BLTE) | 1.1 | $114M | 715k | 159.44 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $101M | 220k | 460.99 | |
| Oruka Therapeutics (ORKA) | 1.0 | $101M | 2.1M | 49.05 | |
| Gh Research Ordinary Shares (GHRS) | 0.8 | $83M | 5.9M | 14.06 | |
| Xencor (XNCR) | 0.8 | $82M | 6.8M | 12.06 | |
| Urogen Pharma (URGN) | 0.8 | $82M | 4.5M | 17.98 | |
| Centessa Pharmaceuticals Sponsored Ads | 0.8 | $82M | 2.1M | 39.72 | |
| Immunovant (IMVT) | 0.8 | $79M | 3.2M | 24.84 | |
| Ultragenyx Pharmaceutical (RARE) | 0.8 | $76M | 3.6M | 20.95 | |
| Hinge Health Cl A (HNGE) | 0.7 | $74M | 1.9M | 38.56 | |
| Castle Biosciences (CSTL) | 0.7 | $68M | 2.8M | 24.55 | |
| Rocket Pharmaceuticals (RCKT) | 0.6 | $63M | 18M | 3.58 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.6 | $61M | 14M | 4.47 | |
| Alkermes SHS (ALKS) | 0.6 | $59M | 1.7M | 35.36 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.6 | $59M | 11M | 5.53 | |
| Kodiak Sciences (KOD) | 0.6 | $57M | 1.5M | 38.12 | |
| Replimune Group (REPL) | 0.6 | $56M | 7.4M | 7.65 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.5 | $53M | 1.5M | 36.32 | |
| Uniqure Nv SHS (QURE) | 0.4 | $42M | 2.6M | 16.35 | |
| Waystar Holding Corp (WAY) | 0.4 | $39M | 1.6M | 24.11 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $37M | 586k | 62.70 | |
| Health Sciences Acq Corp 2 (OBIO) | 0.4 | $35M | 8.3M | 4.25 | |
| Verastem Com New (VSTM) | 0.3 | $35M | 6.6M | 5.30 | |
| Evommune Com Shs (EVMN) | 0.3 | $35M | 1.5M | 22.99 | |
| Stryker Corporation (SYK) | 0.3 | $33M | 100k | 328.59 | |
| Savara (SVRA) | 0.3 | $33M | 6.0M | 5.46 | |
| Candel Therapeutics (CADL) | 0.3 | $32M | 6.4M | 4.90 | |
| Aquestive Therapeutics (AQST) | 0.3 | $31M | 7.4M | 4.15 | |
| Aktis Oncology (AKTS) | 0.3 | $29M | 1.6M | 17.89 | |
| Neurogene (NGNE) | 0.3 | $28M | 1.4M | 20.16 | |
| Cullinan Oncology (CGEM) | 0.2 | $24M | 1.7M | 14.21 | |
| Compass Therapeutics (CMPX) | 0.2 | $22M | 4.2M | 5.29 | |
| Dianthus Therapeutics (DNTH) | 0.2 | $21M | 248k | 83.92 | |
| Fulgent Genetics (FLGT) | 0.2 | $21M | 1.3M | 15.90 | |
| Beta Bionics (BBNX) | 0.2 | $20M | 2.0M | 10.02 | |
| Kymera Therapeutics (KYMR) | 0.2 | $20M | 240k | 83.29 | |
| Century Therapeutics (IPSC) | 0.2 | $20M | 8.7M | 2.26 | |
| Beam Therapeutics (BEAM) | 0.1 | $14M | 570k | 23.83 | |
| Avalo Therapeutics Com New (AVTX) | 0.1 | $13M | 857k | 14.93 | |
| Ocugen (OCGN) | 0.1 | $12M | 6.7M | 1.81 | |
| Heartflow Inc/Sh (HTFL) | 0.1 | $12M | 495k | 24.33 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $9.8M | 1.4M | 7.25 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.1 | $8.1M | 743k | 10.97 | |
| Jade Biosciences Com New (JBIO) | 0.1 | $8.1M | 573k | 14.05 | |
| Capricor Therapeutics Com New (CAPR) | 0.1 | $7.6M | 250k | 30.40 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $7.5M | 6.3M | 1.19 | |
| Kalaris Therapeutics (KLRS) | 0.1 | $7.5M | 1.3M | 5.77 | |
| Inventiva Sa Ads (IVA) | 0.1 | $7.2M | 1.3M | 5.55 | |
| Ataibeckley Com Shs (ATAI) | 0.1 | $7.1M | 2.0M | 3.54 | |
| Crescent Biopharma (CBIO) | 0.1 | $6.8M | 373k | 18.37 | |
| Larimar Therapeutics (LRMR) | 0.1 | $6.8M | 1.5M | 4.50 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $5.9M | 370k | 15.99 | |
| Definium Therapeutics Com Shs (DFTX) | 0.1 | $5.7M | 300k | 18.90 | |
| Lumexa Imaging Holdings (LMRI) | 0.1 | $5.6M | 650k | 8.60 | |
| 4d Molecular Therapeutics In (FDMT) | 0.0 | $4.4M | 476k | 9.31 | |
| Medline Com Cl A (MDLN) | 0.0 | $3.1M | 70k | 44.50 | |
| Omada Health (OMDA) | 0.0 | $2.5M | 200k | 12.57 | |
| Disc Medicine (IRON) | 0.0 | $1.9M | 30k | 63.94 | |
| Imagenebio (IMA) | 0.0 | $1.7M | 334k | 5.00 | |
| Exagen (XGN) | 0.0 | $1.2M | 395k | 3.00 | |
| Rocket Pharmaceuticals *w Exp 09/02/202 (RCKTW) | 0.0 | $7.2k | 350k | 0.02 |
