Rtw Investments, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$10.05B
Q ending 2026-03-31
Prior quarter
$9.98B
Q ending 2025-12-31
Change
+0.7% QoQ · +53.7% YoY
Positions
88
reported holdings
Largest positions
All 88 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $1.04B | 2.0M |
| Insmed Inc | INSM | Shares | $791.9M | 4.8M |
| Protagonist Therapeutics Inc | PTGX | Shares | $533.2M | 5.1M |
| Ptc Therapeutics Inc | PTCT | Shares | $527.8M | 7.7M |
| Argenx Se | ARGX | Shares | $518.1M | 709K |
| Cg Oncology Inc | CGON | Shares | $472.7M | 7.0M |
| Celcuity Inc | CELC | Shares | $346.9M | 3.0M |
| Tango Therapeutics Inc | TNGX | Shares | $278.2M | 13.3M |
| Erasca Inc | ERAS | Shares | $261.4M | 16.2M |
| Natera Inc | NTRA | Shares | $250.0M | 1.3M |
| Radnet Inc | RDNT | Shares | $239.5M | 4.3M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $234.7M | 3.3M |
| Apogee Therapeutics Inc | APGE | Shares | $234.2M | 2.8M |
| Spyre Therapeutics Inc | SYRE | Shares | $210.4M | 4.2M |
| Cogent Biosciences Inc | COGT | Shares | $210.1M | 5.5M |
| Irhythm Holdings Inc | IRTC | Shares | $196.9M | 1.7M |
| Stoke Therapeutics Inc | STOK | Shares | $183.1M | 5.6M |
| Cytokinetics Inc | CYTK | Shares | $179.4M | 2.7M |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $159.0M | 7.1M |
| Establishment Labs Hldgs Inc | Shares | $150.8M | 2.7M | |
| Apellis Pharmaceuticals Inc | APLS | Shares | $148.2M | 3.7M |
| Immunocore Hldgs Plc | IMCR | Shares | $146.8M | 4.9M |
| Repligen Corp | RGEN | Shares | $142.1M | 1.2M |
| Neurocrine Biosciences Inc | NBIX | Shares | $139.9M | 1.1M |
| Guardant Health Inc | GH | Shares | $136.8M | 1.5M |
| Immatics N.V | Shares | $126.6M | 12.9M | |
| Zai Lab Ltd | ZLAB | Shares | $123.7M | 6.6M |
| Belite Bio Inc | BLTE | Shares | $114.1M | 715K |
| Intuitive Surgical Inc | ISRG | Shares | $101.4M | 220K |
| Oruka Therapeutics Inc | ORKA | Shares | $101.0M | 2.1M |
| Gh Research Plc | Shares | $83.4M | 5.9M | |
| Xencor Inc | XNCR | Shares | $81.7M | 6.8M |
| Urogen Pharma Ltd | Shares | $81.7M | 4.5M | |
| Centessa Pharmaceuticals Plc | 260 | Shares | $81.6M | 2.1M |
| Immunovant Inc | IMVT | Shares | $78.9M | 3.2M |
| Ultragenyx Pharmaceutical In | RARE | Shares | $76.4M | 3.6M |
| Hinge Health Inc | HNGE | Shares | $74.4M | 1.9M |
| Castle Biosciences Inc | CSTL | Shares | $67.7M | 2.8M |
| Rocket Pharmaceuticals Inc | RCKT | Shares | $63.3M | 17.7M |
| Taysha Gene Therapies Inc | TSHA | Shares | $61.2M | 13.7M |
| Alkermes Plc | Shares | $59.1M | 1.7M | |
| Compass Pathways Plc | CMPS | Shares | $58.8M | 10.6M |
| Kodiak Sciences Inc | KOD | Shares | $56.7M | 1.5M |
| Replimune Group Inc | REPL | Shares | $56.3M | 7.4M |
| Crinetics Pharmaceuticals In | CRNX | Shares | $52.7M | 1.5M |
| Uniqure Nv | Shares | $42.3M | 2.6M | |
| Waystar Hldg Corp | WAY | Shares | $39.3M | 1.6M |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $36.7M | 586K |
| Orchestra Biomed Hldgs Inc | OBIO | Shares | $35.3M | 8.3M |
| Verastem Inc | VSTM | Shares | $34.9M | 6.6M |
| Evommune Inc | EVMN | Shares | $34.5M | 1.5M |
| Stryker Corporation | SYK | Shares | $32.9M | 100K |
| Savara Inc | SVRA | Shares | $32.5M | 6.0M |
| Candel Therapeutics Inc | CADL | Shares | $31.5M | 6.4M |
| Aquestive Therapeutics Inc | AQST | Shares | $30.8M | 7.4M |
| Aktis Oncology Inc | AKTS | Shares | $28.5M | 1.6M |
| Neurogene Inc | NGNE | Shares | $27.5M | 1.4M |
| Cullinan Therapeutics Inc | CGEM | Shares | $24.2M | 1.7M |
| Compass Therapeutics Inc | CMPX | Shares | $22.1M | 4.2M |
| Dianthus Therapeutics Inc | DNTH | Shares | $20.8M | 248K |
| Fulgent Genetics Inc | FLGT | Shares | $20.5M | 1.3M |
| Beta Bionics Inc | BBNX | Shares | $20.0M | 2.0M |
| Kymera Therapeutics Inc | KYMR | Shares | $20.0M | 240K |
| Century Therapeutics Inc | IPSC | Shares | $19.7M | 8.7M |
| Beam Therapeutics Inc | BEAM | Shares | $13.6M | 570K |
| Avalo Therapeutics Inc | AVTX | Shares | $12.8M | 857K |
| Ocugen Inc | OCGN | Shares | $12.1M | 6.7M |
| Heartflow Inc | HTFL | Shares | $12.0M | 495K |
| Wave Life Sciences Ltd | Shares | $9.8M | 1.4M | |
| Perceptive Cap Solutions Cor | Shares | $8.1M | 743K | |
| Jade Biosciences Inc | JBIO | Shares | $8.1M | 573K |
| Capricor Therapeutics Inc | CAPR | Shares | $7.6M | 250K |
| Milestone Pharmaceuticals In | MIST | Shares | $7.5M | 6.3M |
| Kalaris Therapeutics Inc | KLRS | Shares | $7.5M | 1.3M |
| Inventiva Sa | IVA | Shares | $7.2M | 1.3M |
| Ataibeckley Inc | ATAI | Shares | $7.1M | 2.0M |
| Crescent Biopharma Inc. | Shares | $6.8M | 373K | |
| Larimar Therapeutics Inc | LRMR | Shares | $6.8M | 1.5M |
| Tenax Therapeutics Inc | TENX | Shares | $5.9M | 370K |
| Definium Therapeutics Inc | DFTX | Shares | $5.7M | 300K |
| Lumexa Imaging Holdings Inc | LMRI | Shares | $5.6M | 650K |
| 4D Molecular Therapeutics In | FDMT | Shares | $4.4M | 476K |
| Medline Inc | MDLN | Shares | $3.1M | 70K |
| Omada Health Inc | OMDA | Shares | $2.5M | 200K |
| Disc Medicine Inc | IRON | Shares | $1.9M | 30K |
| Imagenebio Inc | IMA | Shares | $1.7M | 334K |
| Exagen Inc | XGN | Shares | $1.2M | 395K |
| Rocket Pharmaceuticals Inc | RCKTW | Shares | $7K | 350K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.