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Portfolio (Quarterly) Guide ↗

RTW INVESTMENTS, LP

· CIK 0001493215
13F Portfolio $10.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1,351,326.0 $62.9M 0.63% NEW $46.55 -21.0%
42 ORKA ORUKA THERAPEUTICS INC Healthcare 2,058,148.0 $62.4M 0.62% NEW $30.31 +104.3%
43 RCKT ROCKET PHARMACEUTICALS INC Healthcare 17,687,772.0 $62.1M 0.62% NEW $3.51 -7.4%
44 CMPS COMPASS PATHWAYS PLC Healthcare 8,757,390.0 $60.4M 0.60% NEW $6.90 +53.0%
45 ISRG INTUITIVE SURGICAL INC Healthcare 101,228.0 $57.3M 0.57% NEW $566.36 -25.6%
46 RAPT THERAPEUTICS INC 1,637,165.0 $55.5M 0.56% NEW $33.87
47 CELC CELCUITY INC Healthcare 550,160.0 $54.9M 0.55% NEW $99.74 +32.5%
48 VERASTEM INC 6,576,306.0 $50.8M 0.51% NEW $7.72
49 ALKS ALKERMES PLC Healthcare 1,672,356.0 $46.8M 0.47% NEW $27.98 +34.0%
50 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 1,790,837.0 $44.8M 0.45% NEW $25.01 +58.5%
51 KOD KODIAK SCIENCES INC Healthcare 1,487,933.0 $41.6M 0.42% NEW $27.96 +32.4%
52 AQST AQUESTIVE THERAPEUTICS INC Healthcare 6,250,000.0 $40.4M 0.40% NEW $6.46 -35.9%
53 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 584,716.0 $38.8M 0.39% NEW $66.39 +11.4%
54 SVRA SAVARA INC Healthcare 5,952,380.0 $35.9M 0.36% NEW $6.03 -16.6%
55 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 8,306,063.0 $34.5M 0.34% NEW $4.15 -4.1%
56 NGNE NEUROGENE INC Healthcare 1,362,456.0 $28.1M 0.28% NEW $20.60 +44.8%
57 WVE WAVE LIFE SCIENCES LTD Healthcare 1,350,000.0 $22.9M 0.23% NEW $17.00 -60.2%
58 JBIO JADE BIOSCIENCES INC Healthcare 1,449,273.0 $22.4M 0.22% NEW $15.43 +51.4%
59 EVMN EVOMMUNE INC Healthcare 1,283,671.0 $22.0M 0.22% NEW $17.12 +33.9%
60 KYMR KYMERA THERAPEUTICS INC Healthcare 240,000.0 $18.7M 0.19% NEW $77.81 +5.7%
Page 3 of 5  ·  91 positions

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 100.0%