The Analysis of RTW INVESTMENTS, LP's Holdings


Currently, RTW INVESTMENTS, LP holds 91 types of securities in its portfolio with a total value $10.0B. In the most recent quarter, they have increased their positions in INSM (+1.8M shares, valued at $306.0M), IRTC (+1.2M shares, valued at $209.7M), APLS (+7.7M shares, valued at $192.6M); decreased their positions in NTRA (-500.0K shares, valued at $114.5M), SYK (-245.0K shares, valued at $86.1M), PTGX (-697.2K shares, valued at $60.9M); initiated new positions in IRTC (+1.2M shares, valued at $209.7M), APLS (+7.7M shares, valued at $192.6M), RGEN (+1.1M shares, valued at $174.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MDGL MADRIGAL PHARMACEUTICALS INC2.0M shares0.00%2025-12-312026-02-17history
INSM INSMED INC4.8M shares57.00%2025-12-312026-02-17history
PTCT PTC THERAPEUTICS INC7.7M shares0.00%2025-12-312026-02-17history
ARGX ARGENX SE673.5K shares0.00%2025-12-312026-02-17history
PTGX PROTAGONIST THERAPEUTICS INC5.1M shares-12.11%2025-12-312026-02-17history
NTRA NATERA INC1.5M shares-25.00%2025-12-312026-02-17history
RDNT RADNET INC3.9M shares39.88%2025-12-312026-02-17history
TARS TARSUS PHARMACEUTICALS INC3.3M shares4.97%2025-12-312026-02-17history
Sponsored
COGT COGENT BIOSCIENCES INC7.6M shares118.96%2025-12-312026-02-17history
PEN PENUMBRA INC866.5K shares0.00%2025-12-312026-02-17history
IRTC IRHYTHM TECHNOLOGIES INC1.2M sharesnew addition2025-12-312026-02-17history
APGE APOGEE THERAPEUTICS INC2.7M shares0.00%2025-12-312026-02-17history
APLS APELLIS PHARMACEUTICALS INC7.7M sharesnew addition2025-12-312026-02-17history
ACAD ACADIA PHARMACEUTICALS INC7.1M shares0.00%2025-12-312026-02-17history
ESTA ESTABLISHMENT LABS HLDGS INC2.6M shares0.00%2025-12-312026-02-17history
STOK STOKE THERAPEUTICS INC5.5M shares8.26%2025-12-312026-02-17history
Sponsored
RGEN REPLIGEN CORP1.1M sharesnew addition2025-12-312026-02-17history
CYTK CYTOKINETICS INC2.7M shares0.00%2025-12-312026-02-17history
IMCR IMMUNOCORE HLDGS PLC4.9M shares0.00%2025-12-312026-02-17history
AXSM AXSOME THERAPEUTICS INC888.0K shares-20.64%2025-12-312026-02-17history
GH GUARDANT HEALTH INC1.5M shares0.00%2025-12-312026-02-17history
NBIX NEUROCRINE BIOSCIENCES INC1.1M shares0.00%2025-12-312026-02-17history
SYRE SPYRE THERAPEUTICS INC4.2M shares15.18%2025-12-312026-02-17history
ZLAB ZAI LAB LTD7.0M shares203.71%2025-12-312026-02-17history
Sponsored
IMTX IMMATICS N.V11.4M shares29.69%2025-12-312026-02-17history
BLTE BELITE BIO INC715.3K shares128.91%2025-12-312026-02-17history
URGN UROGEN PHARMA LTD4.5M shares0.00%2025-12-312026-02-17history
XNCR XENCOR INC6.8M shares8.94%2025-12-312026-02-17history
PODD INSULET CORP324.6K sharesnew addition2025-12-312026-02-17history
TSHA TAYSHA GENE THERAPIES INC16.4M shares-32.67%2025-12-312026-02-17history
MASI MASIMO CORP683.3K shares0.00%2025-12-312026-02-17history
QURE UNIQURE NV3.7M shares-16.12%2025-12-312026-02-17history
Sponsored
SYK STRYKER CORPORATION245.0K shares-50.00%2025-12-312026-02-17history
CGON CG ONCOLOGY INC2.0M shares18.28%2025-12-312026-02-17history
CSTL CASTLE BIOSCIENCES INC2.1M sharesnew addition2025-12-312026-02-17history
IMVT IMMUNOVANT INC3.2M sharesnew addition2025-12-312026-02-17history
BBNX BETA BIONICS INC2.5M shares-24.22%2025-12-312026-02-17history
GHRS GH RESEARCH PLC5.9M shares6.54%2025-12-312026-02-17history
REPL REPLIMUNE GROUP INC7.1M shares11.64%2025-12-312026-02-17history
RARE ULTRAGENYX PHARMACEUTICAL IN3.0M shares-7.92%2025-12-312026-02-17history
Sponsored
CRNX CRINETICS PHARMACEUTICALS IN1.4M shares54.90%2025-12-312026-02-17history
ORKA ORUKA THERAPEUTICS INC2.1M shares5.78%2025-12-312026-02-17history
RCKT ROCKET PHARMACEUTICALS INC17.7M shares0.00%2025-12-312026-02-17history
CMPS COMPASS PATHWAYS PLC8.8M shares0.57%2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC101.2K shares-50.00%2025-12-312026-02-17history
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC1.6M shares11.33%2025-12-312026-02-17history
CELC CELCUITY INC550.2K sharesnew addition2025-12-312026-02-17history
VERASTEM INC VERASTEM INC6.6M shares21.19%2025-12-312026-02-17history
Sponsored
OBIO ORCHESTRA BIOMED HLDGS INC11.9M shares43.78%2026-02-232026-02-25history
ALKS ALKERMES PLC1.7M shares0.00%2025-12-312026-02-17history
CNTA CENTESSA PHARMACEUTICALS PLC1.8M shares-21.86%2025-12-312026-02-17history
KOD KODIAK SCIENCES INC1.5M sharesnew addition2025-12-312026-02-17history
AQST AQUESTIVE THERAPEUTICS INC6.3M shares0.00%2025-12-312026-02-17history
ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN584.7K sharesnew addition2025-12-312026-02-17history
SVRA SAVARA INC6.0M sharesnew addition2025-12-312026-02-17history
NGNE NEUROGENE INC1.4M shares0.00%2025-12-312026-02-17history
Sponsored
WVE WAVE LIFE SCIENCES LTD1.4M shares50.00%2025-12-312026-02-17history
JBIO JADE BIOSCIENCES INC1.4M shares0.00%2025-12-312026-02-17history
EVOMMUNE INC EVOMMUNE INC1.3M sharesnew addition2025-12-312026-02-17history
KYMR KYMERA THERAPEUTICS INC240.0K sharesnew addition2025-12-312026-02-17history
FLGT FULGENT GENETICS INC705.0K sharesnew addition2025-12-312026-02-17history
CGEM CULLINAN THERAPEUTICS INC1.7M shares0.00%2025-12-312026-02-17history
HNGE HINGE HEALTH INC353.5K sharesnew addition2025-12-312026-02-17history
BEAM BEAM THERAPEUTICS INC570.4K sharesnew addition2025-12-312026-02-17history
Sponsored
HTFL HEARTFLOW INC495.0K shares0.00%2025-12-312026-02-17history
CMPX COMPASS THERAPEUTICS INC2.5M shares0.00%2025-12-312026-02-17history
TNGX TANGO THERAPEUTICS INC1.5M sharesnew addition2025-12-312026-02-17history
LUMEXA IMAGING HOLDINGS INC LUMEXA IMAGING HOLDINGS INC650.0K sharesnew addition2025-12-312026-02-17history
LRMR LARIMAR THERAPEUTICS INC3.1M shares0.00%2025-12-312026-02-17history
TEM TEMPUS AI INC200.0K shares0.00%2025-12-312026-02-17history
KLRS KALARIS THERAPEUTICS INC1.3M sharesnew addition2025-12-312026-02-17history
IQV IQVIA HLDGS INC46.0K sharesnew addition2025-12-312026-02-17history
Sponsored
PCSC PERCEPTIVE CAP SOLUTIONS COR742.5K shares0.00%2025-12-312026-02-17history
ATAI ATAI BECKLEY NV2.0M sharesnew addition2025-12-312026-02-17history
ALLURION TECHNOLOGIES INC ALLURION TECHNOLOGIES INC5.9M shares0.00%2026-02-262026-03-02history
CAPR CAPRICOR THERAPEUTICS INC250.0K sharesnew addition2025-12-312026-02-17history
GPCR STRUCTURE THERAPEUTICS INC100.0K sharesnew addition2025-12-312026-02-17history
IVA INVENTIVA SA1.3M sharesnew addition2025-12-312026-02-17history
MIST MILESTONE PHARMACEUTICALS IN2.5M shares0.00%2025-12-312026-02-17history
XGN EXAGEN INC790.5K shares-53.42%2025-12-312026-02-17history
Sponsored
TENAX THERAPEUTICS INC TENAX THERAPEUTICS INC378.3K shares0.00%2025-12-312026-02-17history
CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC.372.9K sharesnew addition2025-12-312026-02-17history
MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC300.0K sharesnew addition2025-12-312026-02-17history
FDMT 4D MOLECULAR THERAPEUTICS IN475.7K sharesnew addition2025-12-312026-02-17history
CRVS CORVUS PHARMACEUTICALS INC447.6K shares-83.29%2025-12-312026-02-17history
OMDA OMADA HEALTH INC200.0K shares0.00%2025-12-312026-02-17history
MEDLINE INC MEDLINE INC70.0K sharesnew addition2025-12-312026-02-17history
IRON DISC MEDICINE INC30.0K sharesnew addition2025-12-312026-02-17history
Sponsored
IMA IMAGENEBIO INC334.4K shares0.00%2025-12-312026-02-17history
ERAS ERASCA INC146.7K sharesnew addition2025-12-312026-02-17history
RCKTW ROCKET PHARMACEUTICALS INC350.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available