Rtw Investments as of June 30, 2026
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 | |
| Argenx Se Sponsored Adr (ARGX) | 5.6 | $658M | 709k | 927.77 | |
| Ptc Therapeutics I (PTCT) | 5.4 | $632M | 7.7M | 81.57 | |
| Protagonist Therapeutics (PTGX) | 5.3 | $620M | 5.1M | 122.58 | |
| Cg Oncology (CGON) | 5.2 | $605M | 8.5M | 71.05 | |
| Insmed Com Par $.01 (INSM) | 4.4 | $516M | 4.8M | 106.62 | |
| Tango Therapeutics (TNGX) | 3.7 | $435M | 14M | 31.26 | |
| Spyre Therapeutics Com New (SYRE) | 3.2 | $378M | 4.3M | 88.78 | |
| Celcuity (CELC) | 3.0 | $346M | 3.3M | 104.62 | |
| Erasca (ERAS) | 2.8 | $329M | 18M | 18.32 | |
| RadNet (RDNT) | 2.6 | $299M | 4.8M | 61.67 | |
| Oruka Therapeutics (ORKA) | 2.6 | $299M | 3.1M | 95.17 | |
| Natera (NTRA) | 2.3 | $272M | 1.0M | 271.45 | |
| Ultragenyx Pharmaceutical (RARE) | 2.2 | $260M | 7.8M | 33.39 | |
| Irhythm Technologies (IRTC) | 2.2 | $260M | 2.2M | 118.95 | |
| Cytokinetics Com New (CYTK) | 2.1 | $244M | 2.9M | 85.19 | |
| Kailera Therapeutics Common Stock | 2.0 | $237M | 11M | 22.03 | |
| Establishment Labs Holdings Ord (ESTA) | 1.9 | $228M | 2.7M | 85.81 | |
| Guardant Health (GH) | 1.9 | $222M | 1.5M | 150.03 | |
| Neurocrine Biosciences (NBIX) | 1.8 | $214M | 1.3M | 168.53 | |
| Tarsus Pharmaceuticals (TARS) | 1.8 | $211M | 3.4M | 62.94 | |
| Stoke Therapeutics (STOK) | 1.6 | $184M | 5.6M | 32.72 | |
| Uniqure Nv SHS (QURE) | 1.5 | $182M | 3.9M | 46.06 | |
| ACADIA Pharmaceuticals (ACAD) | 1.5 | $181M | 7.1M | 25.30 | |
| Repligen Corporation (RGEN) | 1.4 | $169M | 1.2M | 136.44 | |
| Urogen Pharma (URGN) | 1.4 | $167M | 4.5M | 36.80 | |
| Gh Research Ordinary Shares (GHRS) | 1.4 | $160M | 5.9M | 26.88 | |
| Immunocore Hldgs Ads (IMCR) | 1.3 | $155M | 4.9M | 31.75 | |
| Compass Pathways Sponsored Ads (CMPS) | 1.3 | $151M | 11M | 14.15 | |
| Immatics SHS (IMTX) | 1.1 | $131M | 13M | 10.13 | |
| Zai Lab Adr (ZLAB) | 1.1 | $125M | 6.6M | 19.00 | |
| Immunovant (IMVT) | 1.0 | $122M | 3.2M | 38.53 | |
| Belite Bio Sponsored Ads (BLTE) | 0.9 | $110M | 715k | 153.99 | |
| Xencor (XNCR) | 0.9 | $109M | 6.8M | 16.10 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.8 | $92M | 14M | 6.81 | |
| Cogent Biosciences (COGT) | 0.8 | $89M | 2.3M | 38.70 | |
| Alkermes SHS (ALKS) | 0.7 | $88M | 1.7M | 52.40 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.7 | $86M | 1.6M | 53.67 | |
| Replimune Group (REPL) | 0.7 | $82M | 7.4M | 11.07 | |
| Castle Biosciences (CSTL) | 0.6 | $66M | 2.8M | 23.85 | |
| Candel Therapeutics (CADL) | 0.6 | $66M | 6.4M | 10.30 | |
| Rocket Pharmaceuticals (RCKT) | 0.5 | $61M | 18M | 3.42 | |
| Kodiak Sciences (KOD) | 0.5 | $58M | 1.5M | 38.96 | |
| Aktis Oncology (AKTS) | 0.4 | $51M | 1.6M | 32.23 | |
| Axogen (AXGN) | 0.4 | $47M | 1.0M | 46.19 | |
| Danaher Corporation (DHR) | 0.4 | $44M | 230k | 190.48 | |
| Cullinan Oncology (CGEM) | 0.4 | $43M | 2.4M | 18.21 | |
| Neurogene (NGNE) | 0.4 | $43M | 1.4M | 31.45 | |
| Hinge Health Cl A (HNGE) | 0.4 | $42M | 500k | 83.00 | |
| Health Sciences Acq Corp 2 (OBIO) | 0.4 | $41M | 9.6M | 4.32 | |
| Solid Biosciences Com New (SLDB) | 0.3 | $39M | 3.9M | 9.99 | |
| Savara (SVRA) | 0.3 | $37M | 6.0M | 6.16 | |
| Aquestive Therapeutics (AQST) | 0.3 | $31M | 7.4M | 4.16 | |
| Kymera Therapeutics (KYMR) | 0.2 | $28M | 240k | 114.67 | |
| Verastem Com New (VSTM) | 0.2 | $25M | 6.6M | 3.82 | |
| Dianthus Therapeutics (DNTH) | 0.2 | $24M | 248k | 97.48 | |
| Beta Bionics (BBNX) | 0.2 | $24M | 1.5M | 15.67 | |
| Century Therapeutics (IPSC) | 0.2 | $21M | 8.7M | 2.45 | |
| Evommune Com Shs (EVMN) | 0.2 | $20M | 1.5M | 13.29 | |
| Beam Therapeutics (BEAM) | 0.2 | $20M | 570k | 34.32 | |
| Definium Therapeutics Com Shs (DFTX) | 0.2 | $19M | 400k | 47.04 | |
| Ideaya Biosciences (IDYA) | 0.1 | $14M | 370k | 37.27 | |
| Ataibeckley Com Shs (ATAI) | 0.1 | $11M | 2.0M | 5.27 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $11M | 7.8M | 1.34 | |
| Ocugen (OCGN) | 0.1 | $10M | 6.7M | 1.53 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $10M | 697k | 14.55 | |
| Heartflow Inc/Sh (HTFL) | 0.1 | $8.7M | 295k | 29.34 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.1 | $8.1M | 743k | 10.88 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $7.8M | 1.4M | 5.81 | |
| Larimar Therapeutics (LRMR) | 0.1 | $7.8M | 2.6M | 3.05 | |
| Lumexa Imaging Holdings (LMRI) | 0.1 | $7.3M | 650k | 11.28 | |
| Allogene Therapeutics (ALLO) | 0.1 | $6.8M | 3.3M | 2.08 | |
| Crescent Biopharma (CBIO) | 0.1 | $6.7M | 373k | 18.00 | |
| 4d Molecular Therapeutics In (FDMT) | 0.1 | $6.3M | 476k | 13.30 | |
| Maze Therapeatics (MAZE) | 0.1 | $6.3M | 212k | 29.84 | |
| Capricor Therapeutics Com New (CAPR) | 0.1 | $6.0M | 250k | 24.08 | |
| Kalaris Therapeutics (KLRS) | 0.0 | $5.3M | 1.3M | 4.07 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $3.5M | 26k | 133.26 | |
| Avalo Therapeutics Com New (AVTX) | 0.0 | $3.2M | 175k | 18.48 | |
| Medline Com Cl A (MDLN) | 0.0 | $2.8M | 70k | 39.44 | |
| Disc Medicine (IRON) | 0.0 | $2.2M | 30k | 73.14 | |
| Imagenebio (IMA) | 0.0 | $2.0M | 334k | 5.90 | |
| Exagen (XGN) | 0.0 | $907k | 195k | 4.65 | |
| Rocket Pharmaceuticals *w Exp 09/02/202 (RCKTW) | 0.0 | $1.2k | 350k | 0.00 |
