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Portfolio (Quarterly) Guide ↗

RTW INVESTMENTS, LP

· CIK 0001493215
13F Portfolio $10.0B AUM 88 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 25 Added 12 Reduced 12 Exited
Page 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLGT FULGENT GENETICS INC Healthcare 1,289,000.0 $20.5M 0.20% +584K +82.8% $15.90 +1.8%
62 BBNX BETA BIONICS INC Healthcare 2,000,000.0 $20.0M 0.20% -500K -20.0% $10.02 -5.6%
63 KYMR KYMERA THERAPEUTICS INC Healthcare 240,000.0 $20.0M 0.20% $83.29 +1.5%
64 IPSC CENTURY THERAPEUTICS INC Healthcare 8,695,652.0 $19.7M 0.20% NEW $2.26 +3.5%
65 BEAM BEAM THERAPEUTICS INC Healthcare 570,394.0 $13.6M 0.14% $23.83 +17.2%
66 AVALO THERAPEUTICS INC 856,962.0 $12.8M 0.13% NEW $14.93
67 OCGN OCUGEN INC Healthcare 6,666,666.0 $12.1M 0.12% NEW $1.81 -19.3%
68 HTFL HEARTFLOW INC Healthcare 495,000.0 $12.0M 0.12% $24.33 +32.5%
69 WVE WAVE LIFE SCIENCES LTD Healthcare 1,350,000.0 $9.8M 0.10% $7.25 -4.8%
70 PERCEPTIVE CAP SOLUTIONS COR 742,500.0 $8.1M 0.08% $10.97
71 JBIO JADE BIOSCIENCES INC Healthcare 573,205.0 $8.1M 0.08% -876K -60.5% $14.05 +71.7%
72 CAPR CAPRICOR THERAPEUTICS INC Healthcare 250,000.0 $7.6M 0.08% $30.40 -5.3%
73 MIST MILESTONE PHARMACEUTICALS IN Healthcare 6,331,001.0 $7.5M 0.07% +3.8M +152.6% $1.19 +26.5%
74 KLRS KALARIS THERAPEUTICS INC Healthcare 1,300,000.0 $7.5M 0.07% $5.77 -15.1%
75 IVA INVENTIVA SA Healthcare 1,298,702.0 $7.2M 0.07% $5.55 +0.0%
76 ATAIBECKLEY INC 2,000,000.0 $7.1M 0.07% NEW $3.54
77 CRESCENT BIOPHARMA INC. 372,856.0 $6.8M 0.07% $18.37
78 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,500,000.0 $6.8M 0.07% -1.6M -52.0% $4.50 -13.6%
79 TENAX THERAPEUTICS INC 370,246.0 $5.9M 0.06% -8K -2.1% $15.99
80 DFTX DEFINIUM THERAPEUTICS INC Healthcare 300,000.0 $5.7M 0.06% NEW $18.90 +13.0%
Page 4 of 5  ·  88 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 99.6%
Technology 0.4%