The Analysis of RTW INVESTMENTS, LP's Holdings & P&L


Currently, RTW INVESTMENTS, LP holds 89 types of securities in its portfolio with a total value $10.1B. In the most recent quarter, they have increased their positions in MDGL (+2.0M shares, valued at $1.0B), INSM (+4.8M shares, valued at $791.9M), PTGX (+5.1M shares, valued at $533.2M); initiated new positions in MDGL (+2.0M shares, valued at $1.0B), INSM (+4.8M shares, valued at $791.9M), PTGX (+5.1M shares, valued at $533.2M).


1M P&L
-189.1M-1.23%
3M P&L
+80.3M+0.53%
HY P&L
-1.1B-6.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology8.2B
75.4%
2Medical Devices1.1B
10.1%
3Diagnostics & Research938.5M
8.6%

Top Industries by Stock Count

1Biotechnology77 stocks
72.0%
2Medical Devices9 stocks
8.4%
3Diagnostics & Research8 stocks
7.5%
Stock Holdings
MDGL
MADRIGAL PHARMACEUTICALS INC
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
INSM
INSMED INC
New
Shares4.8M
Event2026-03-31
Filed2026-05-15
PTGX
PROTAGONIST THERAPEUTICS INC
New
Shares5.1M
Event2026-03-31
Filed2026-05-15
PTCT
PTC THERAPEUTICS INC
New
Shares7.7M
Event2026-03-31
Filed2026-05-15
ARGX
ARGENX SE
New
Shares709.4K
Event2026-03-31
Filed2026-05-15
CGON
CG ONCOLOGY INC
New
Shares7.0M
Event2026-03-31
Filed2026-05-15
CELC
CELCUITY INC
New
Shares3.0M
Event2026-03-31
Filed2026-05-15
TNGX
TANGO THERAPEUTICS INC
New
Shares13.3M
Event2026-03-31
Filed2026-05-15
ERAS
ERASCA INC
New
Shares16.2M
Event2026-03-31
Filed2026-05-15
NTRA
NATERA INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
RDNT
RADNET INC
New
Shares4.3M
Event2026-03-31
Filed2026-05-15
TARS
TARSUS PHARMACEUTICALS INC
New
Shares3.3M
Event2026-03-31
Filed2026-05-15
APGE
APOGEE THERAPEUTICS INC
New
Shares2.8M
Event2026-03-31
Filed2026-05-15
SYRE
SPYRE THERAPEUTICS INC
New
Shares4.2M
Event2026-03-31
Filed2026-05-15
COGT
COGENT BIOSCIENCES INC
New
Shares5.5M
Event2026-03-31
Filed2026-05-15
IRTC
IRHYTHM HOLDINGS INC
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
STOK
STOKE THERAPEUTICS INC
New
Shares5.6M
Event2026-03-31
Filed2026-05-15
CYTK
CYTOKINETICS INC
New
Shares2.7M
Event2026-03-31
Filed2026-05-15
ACAD
ACADIA PHARMACEUTICALS INC
New
Shares7.1M
Event2026-03-31
Filed2026-05-15
ESTA
ESTABLISHMENT LABS HLDGS INC
New
Shares2.7M
Event2026-03-31
Filed2026-05-15
APLS
APELLIS PHARMACEUTICALS INC
New
Shares3.7M
Event2026-03-31
Filed2026-05-15
IMCR
IMMUNOCORE HLDGS PLC
New
Shares4.9M
Event2026-03-31
Filed2026-05-15
RGEN
REPLIGEN CORP
New
Shares1.2M
Event2026-03-31
Filed2026-05-15
NBIX
NEUROCRINE BIOSCIENCES INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
GH
GUARDANT HEALTH INC
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
IMTX
IMMATICS N.V
New
Shares12.9M
Event2026-03-31
Filed2026-05-15
ZLAB
ZAI LAB LTD
New
Shares6.6M
Event2026-03-31
Filed2026-05-15
BLTE
BELITE BIO INC
New
Shares715.3K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
New
Shares220.0K
Event2026-03-31
Filed2026-05-15
ORKA
ORUKA THERAPEUTICS INC
New
Shares2.1M
Event2026-03-31
Filed2026-05-15
GHRS
GH RESEARCH PLC
New
Shares5.9M
Event2026-03-31
Filed2026-05-15
XNCR
XENCOR INC
New
Shares6.8M
Event2026-03-31
Filed2026-05-15
URGN
UROGEN PHARMA LTD
New
Shares4.5M
Event2026-03-31
Filed2026-05-15
CNTA
CENTESSA PHARMACEUTICALS PLC
New
Shares2.1M
Event2026-03-31
Filed2026-05-15
IMVT
IMMUNOVANT INC
New
Shares3.2M
Event2026-03-31
Filed2026-05-15
RARE
ULTRAGENYX PHARMACEUTICAL IN
New
Shares3.6M
Event2026-03-31
Filed2026-05-15
HNGE
HINGE HEALTH INC
New
Shares1.9M
Event2026-03-31
Filed2026-05-15
CSTL
CASTLE BIOSCIENCES INC
New
Shares2.8M
Event2026-03-31
Filed2026-05-15
RCKT
ROCKET PHARMACEUTICALS INC
New
Shares17.7M
Event2026-03-31
Filed2026-05-15
TSHA
TAYSHA GENE THERAPIES INC
New
Shares13.7M
Event2026-03-31
Filed2026-05-15
ALKS
ALKERMES PLC
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
CMPS
COMPASS PATHWAYS PLC
New
Shares10.6M
Event2026-03-31
Filed2026-05-15
KOD
KODIAK SCIENCES INC
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
REPL
REPLIMUNE GROUP INC
New
Shares7.4M
Event2026-03-31
Filed2026-05-15
CRNX
CRINETICS PHARMACEUTICALS IN
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
New
Shares11.9M
Event2026-04-27
Filed2026-04-29
QURE
UNIQURE NV
New
Shares2.6M
Event2026-03-31
Filed2026-05-15
WAY
WAYSTAR HLDG CORP
New
Shares1.6M
Event2026-03-31
Filed2026-05-15
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
New
Shares585.7K
Event2026-03-31
Filed2026-05-15
OBIO
ORCHESTRA BIOMED HLDGS INC
New
Shares8.3M
Event2026-03-31
Filed2026-05-15
VERASTEM INC
VERASTEM INC
New
Shares6.6M
Event2026-03-31
Filed2026-05-15
EVOMMUNE INC
EVOMMUNE INC
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
SVRA
SAVARA INC
New
Shares6.0M
Event2026-03-31
Filed2026-05-15
CADL
CANDEL THERAPEUTICS INC
New
Shares6.4M
Event2026-03-31
Filed2026-05-15
AQST
AQUESTIVE THERAPEUTICS INC
New
Shares7.4M
Event2026-03-31
Filed2026-05-15
AKTIS ONCOLOGY INC
AKTIS ONCOLOGY INC
New
Shares1.6M
Event2026-03-31
Filed2026-05-15
NGNE
NEUROGENE INC
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
CGEM
CULLINAN THERAPEUTICS INC
New
Shares1.7M
Event2026-03-31
Filed2026-05-15
CMPX
COMPASS THERAPEUTICS INC
New
Shares4.2M
Event2026-03-31
Filed2026-05-15
DNTH
DIANTHUS THERAPEUTICS INC
New
Shares248.1K
Event2026-03-31
Filed2026-05-15
FLGT
FULGENT GENETICS INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
BBNX
BETA BIONICS INC
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
KYMR
KYMERA THERAPEUTICS INC
New
Shares240.0K
Event2026-03-31
Filed2026-05-15
IPSC
CENTURY THERAPEUTICS INC
New
Shares8.7M
Event2026-03-31
Filed2026-05-15
BEAM
BEAM THERAPEUTICS INC
New
Shares570.4K
Event2026-03-31
Filed2026-05-15
AVALO THERAPEUTICS INC
AVALO THERAPEUTICS INC
New
Shares857.0K
Event2026-03-31
Filed2026-05-15
OCGN
OCUGEN INC
New
Shares6.7M
Event2026-03-31
Filed2026-05-15
HTFL
HEARTFLOW INC
New
Shares495.0K
Event2026-03-31
Filed2026-05-15
WVE
WAVE LIFE SCIENCES LTD
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
PCSC
PERCEPTIVE CAP SOLUTIONS COR
New
Shares742.5K
Event2026-03-31
Filed2026-05-15
JBIO
JADE BIOSCIENCES INC
New
Shares573.2K
Event2026-03-31
Filed2026-05-15
CAPR
CAPRICOR THERAPEUTICS INC
New
Shares250.0K
Event2026-03-31
Filed2026-05-15
MIST
MILESTONE PHARMACEUTICALS IN
New
Shares6.3M
Event2026-03-31
Filed2026-05-15
KLRS
KALARIS THERAPEUTICS INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
IVA
INVENTIVA SA
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
ATAIBECKLEY INC
ATAIBECKLEY INC
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
CRESCENT BIOPHARMA INC.
CRESCENT BIOPHARMA INC.
New
Shares372.9K
Event2026-03-31
Filed2026-05-15
LRMR
LARIMAR THERAPEUTICS INC
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
TENAX THERAPEUTICS INC
TENAX THERAPEUTICS INC
New
Shares370.2K
Event2026-03-31
Filed2026-05-15
DEFINIUM THERAPEUTICS INC
DEFINIUM THERAPEUTICS INC
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
LUMEXA IMAGING HOLDINGS INC
LUMEXA IMAGING HOLDINGS INC
New
Shares650.0K
Event2026-03-31
Filed2026-05-15
FDMT
4D MOLECULAR THERAPEUTICS IN
New
Shares475.7K
Event2026-03-31
Filed2026-05-15
MEDLINE INC
MEDLINE INC
New
Shares70.0K
Event2026-03-31
Filed2026-05-15
OMDA
OMADA HEALTH INC
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
IRON
DISC MEDICINE INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
IMA
IMAGENEBIO INC
New
Shares334.4K
Event2026-03-31
Filed2026-05-15
XGN
EXAGEN INC
New
Shares395.2K
Event2026-03-31
Filed2026-05-15
RCKTW
ROCKET PHARMACEUTICALS INC
New
Shares350.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available