The Analysis of RTW INVESTMENTS, LP's Holdings


Currently, RTW INVESTMENTS, LP holds 74 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in RNA (+1.8M shares, valued at $76.4M), COGT (+3.5M shares, valued at $49.8M), RARE (+1.6M shares, valued at $46.6M); decreased their positions in MRUS (-2.0M shares, valued at $186.0M), ZLAB (-3.2M shares, valued at $110.0M), NTRA (-593.6K shares, valued at $95.6M); initiated new positions in COGT (+3.5M shares, valued at $49.8M), AQST (+6.3M shares, valued at $34.9M), ABVX (+350.0K shares, valued at $29.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MDGL MADRIGAL PHARMACEUTICALS INC2.0M shares0.00%2025-09-302025-11-14history
ARGX ARGENX SE673.5K shares0.00%2025-09-302025-11-14history
RNA AVIDITY BIOSCIENCES INC11.4M shares18.23%2025-09-302025-11-14history
PTCT PTC THERAPEUTICS INC7.7M shares0.00%2025-09-302025-11-14history
INSM INSMED INC3.1M shares0.00%2025-09-302025-11-14history
PTGX PROTAGONIST THERAPEUTICS INC5.8M shares0.00%2025-09-302025-11-14history
NTRA NATERA INC2.0M shares-22.89%2025-09-302025-11-14history
AKRO AKERO THERAPEUTICS INC5.5M shares0.00%2025-09-302025-11-14history
Sponsored
QURE UNIQURE NV4.4M shares-14.22%2025-09-302025-11-14history
PEN PENUMBRA INC866.5K shares0.34%2025-09-302025-11-14history
RDNT RADNET INC2.8M shares4.65%2025-09-302025-11-14history
MRUS MERUS N V2.0M shares-49.38%2025-09-302025-11-14history
TARS TARSUS PHARMACEUTICALS INC3.2M shares2.11%2025-09-302025-11-14history
SYK STRYKER CORPORATION490.0K shares-17.02%2025-09-302025-11-14history
IMCR IMMUNOCORE HLDGS PLC4.9M shares0.00%2025-09-302025-11-14history
ACAD ACADIA PHARMACEUTICALS INC7.1M shares-20.58%2025-09-302025-11-14history
Sponsored
CYTK CYTOKINETICS INC2.7M shares0.00%2025-09-302025-11-14history
NBIX NEUROCRINE BIOSCIENCES INC1.1M shares0.00%2025-09-302025-11-14history
AXSM AXSOME THERAPEUTICS INC1.1M shares-26.24%2025-09-302025-11-14history
STOK STOKE THERAPEUTICS INC5.1M shares0.00%2025-09-302025-11-14history
APGE APOGEE THERAPEUTICS INC2.7M shares0.00%2025-09-302025-11-14history
ESTA ESTABLISHMENT LABS HLDGS INC2.6M shares0.18%2025-09-302025-11-14history
MASI MASIMO CORP683.3K shares0.00%2025-09-302025-11-14history
RARE ULTRAGENYX PHARMACEUTICAL IN3.3M shares90.83%2025-09-302025-11-14history
Sponsored
GH GUARDANT HEALTH INC1.5M shares72.92%2025-09-302025-11-14history
URGN UROGEN PHARMA LTD4.5M shares0.00%2025-09-302025-11-14history
ISRG INTUITIVE SURGICAL INC202.5K shares0.00%2025-09-302025-11-14history
GHRS GH RESEARCH PLC5.6M shares0.53%2025-09-302025-11-14history
TSHA TAYSHA GENE THERAPIES INC24.4M shares-2.67%2025-09-302025-11-14history
ZLAB ZAI LAB LTD2.3M shares-58.62%2025-09-302025-11-14history
IMTX IMMATICS N.V8.8M shares26.48%2025-09-302025-11-14history
XNCR XENCOR INC6.2M shares158.90%2025-09-302025-11-14history
Sponsored
CGON CG ONCOLOGY INC1.7M shares0.00%2025-09-302025-11-14history
BBNX BETA BIONICS INC3.3M shares0.00%2025-09-302025-11-14history
SYRE SPYRE THERAPEUTICS INC3.6M shares0.00%2025-09-302025-11-14history
RCKT ROCKET PHARMACEUTICALS INC17.7M shares0.00%2025-09-302025-11-14history
CNTA CENTESSA PHARMACEUTICALS PLC2.3M shares49.80%2025-09-302025-11-14history
ALKS ALKERMES PLC1.7M shares-64.28%2025-09-302025-11-14history
CMPS COMPASS PATHWAYS PLC8.7M shares5.90%2025-09-302025-11-14history
COGT COGENT BIOSCIENCES INC3.5M sharesnew addition2025-09-302025-11-14history
Sponsored
VSTM VERASTEM INC5.4M shares27.63%2025-09-302025-11-14history
DGX QUEST DIAGNOSTICS INC250.0K shares-50.00%2025-09-302025-11-14history
LENZ LENZ THERAPEUTICS INC863.4K shares0.00%2025-09-302025-11-14history
RAPT RAPT THERAPEUTICS INC1.5M shares0.00%2025-09-302025-11-14history
ORKA ORUKA THERAPEUTICS INC1.9M shares0.00%2025-09-302025-11-14history
DYN DYNE THERAPEUTICS INC2.9M shares70.98%2025-09-302025-11-14history
CRNX CRINETICS PHARMACEUTICALS IN872.4K shares86.81%2025-09-302025-11-14history
AQST AQUESTIVE THERAPEUTICS INC6.3M sharesnew addition2025-09-302025-11-14history
Sponsored
ABVX ABIVAX SA350.0K sharesnew addition2025-09-302025-11-14history
GEHC GE HEALTHCARE TECHNOLOGIES I393.5K shares-37.14%2025-09-302025-11-14history
REPL REPLIMUNE GROUP INC6.4M shares209.72%2025-09-302025-11-14history
NGNE NEUROGENE INC1.4M shares0.00%2025-09-302025-11-14history
BLTE BELITE BIO INC312.5K sharesnew addition2025-09-302025-11-14history
ALEC ALECTOR INC7.0M sharesnew addition2025-09-302025-11-14history
OBIO ORCHESTRA BIOMED HLDGS INC8.3M shares0.00%2025-09-302025-11-14history
CRVS CORVUS PHARMACEUTICALS INC2.7M shares0.00%2025-09-302025-11-14history
Sponsored
XGN EXAGEN INC1.7M shares0.00%2025-09-302025-11-14history
HTFL HEARTFLOW INC495.0K sharesnew addition2025-09-302025-11-14history
TEM TEMPUS AI INC200.0K shares-50.00%2025-09-302025-11-14history
JBIO JADE BIOSCIENCES INC1.4M shares0.00%2025-09-302025-11-14history
CTMX CYTOMX THERAPEUTICS INC3.5M shares0.00%2025-09-302025-11-14history
CGEM CULLINAN THERAPEUTICS INC1.7M shares0.00%2025-09-302025-11-14history
LRMR LARIMAR THERAPEUTICS INC3.1M sharesnew addition2025-09-302025-11-14history
CMPX COMPASS THERAPEUTICS INC2.5M sharesnew addition2025-09-302025-11-14history
Sponsored
PCSC PERCEPTIVE CAP SOLUTIONS COR742.5K shares0.00%2025-09-302025-11-14history
PEPG PEPGEN INC1.5M sharesnew addition2025-09-302025-11-14history
WVE WAVE LIFE SCIENCES LTD900.0K shares0.00%2025-09-302025-11-14history
ALUR ALLURION TECHNOLOGIES INC2.5M shares0.00%2025-09-302025-11-14history
MIST MILESTONE PHARMACEUTICALS IN2.5M shares0.00%2025-09-302025-11-14history
OMDA OMADA HEALTH INC200.0K shares0.00%2025-09-302025-11-14history
TENX TENAX THERAPEUTICS INC378.3K shares0.00%2025-09-302025-11-14history
IMA IMAGENEBIO INC334.4K sharesnew addition2025-09-302025-11-14history
Sponsored
ADGM ADAGIO MED HLDGS INC209.4K shares0.00%2025-09-302025-11-14history
RCKTW ROCKET PHARMACEUTICALS INC350.0K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available