Portfolio (Quarterly)
Guide ↗
RTW INVESTMENTS, LP
· CIK 0001493215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 1,993,687.0 | $1.04B | 10.38% | — | — | $523.47 | +3.1% |
| 2 | INSM | INSMED INC | Healthcare | 4,842,880.0 | $791.9M | 7.88% | — | — | $163.52 | -29.3% |
| 3 | PTGX | PROTAGONIST THERAPEUTICS INC | Healthcare | 5,059,053.0 | $533.2M | 5.31% | — | — | $105.40 | +0.1% |
| 4 | PTCT | PTC THERAPEUTICS INC | Healthcare | 7,746,415.0 | $527.8M | 5.25% | — | — | $68.13 | +6.7% |
| 5 | ARGX | ARGENX SE | Healthcare | 709,446.0 | $518.1M | 5.16% | +36K | +5.3% | $730.25 | +9.5% |
| 6 | CGON | CG ONCOLOGY INC | Healthcare | 6,984,808.0 | $472.7M | 4.70% | +5.0M | +247.1% | $67.68 | -1.1% |
| 7 | CELC | CELCUITY INC | Healthcare | 3,039,621.0 | $346.9M | 3.45% | +2.5M | +452.5% | $114.14 | +20.6% |
| 8 | TNGX | TANGO THERAPEUTICS INC | Healthcare | 13,300,620.0 | $278.2M | 2.77% | +11.8M | +791.9% | $20.92 | +18.9% |
| 9 | ERAS | ERASCA INC | Healthcare | 16,157,175.0 | $261.4M | 2.60% | +16.0M | +10000.0% | $16.18 | -35.9% |
| 10 | NTRA | NATERA INC | Healthcare | 1,250,000.0 | $250.0M | 2.49% | -250K | -16.7% | $199.99 | -1.5% |
| 11 | RDNT | RADNET INC | Healthcare | 4,285,000.0 | $239.5M | 2.38% | +346K | +8.8% | $55.89 | -4.4% |
| 12 | TARS | TARSUS PHARMACEUTICALS INC | Healthcare | 3,346,025.0 | $234.7M | 2.34% | — | — | $70.15 | -7.1% |
| 13 | — | APOGEE THERAPEUTICS INC | — | 2,782,097.0 | $234.2M | 2.33% | +70K | +2.6% | $84.17 | — |
| 14 | SYRE | SPYRE THERAPEUTICS INC | Healthcare | 4,171,996.0 | $210.4M | 2.09% | — | — | $50.44 | +50.0% |
| 15 | COGT | COGENT BIOSCIENCES INC | Healthcare | 5,458,675.0 | $210.1M | 2.09% | -2.1M | -28.1% | $38.49 | -11.2% |
| 16 | IRTC | IRHYTHM HOLDINGS INC | Healthcare | 1,668,500.0 | $196.9M | 1.96% | +487K | +41.2% | $118.02 | -3.3% |
| 17 | STOK | STOKE THERAPEUTICS INC | Healthcare | 5,623,525.0 | $183.1M | 1.82% | +77K | +1.4% | $32.56 | -3.7% |
| 18 | CYTK | CYTOKINETICS INC | Healthcare | 2,721,158.0 | $179.4M | 1.78% | — | — | $65.91 | +19.3% |
| 19 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 7,144,524.0 | $159.0M | 1.58% | — | — | $22.26 | -3.9% |
| 20 | ESTA | ESTABLISHMENT LABS HLDGS INC | Healthcare | 2,655,695.0 | $150.8M | 1.50% | +67K | +2.6% | $56.78 | +22.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
99.6%
Technology
0.4%