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 | $1.16B | 11.63% | NEW | — | $582.34 | -12.3% |
| 2 | INSM | INSMED INC | Healthcare | 4,842,879.0 | $842.9M | 8.44% | NEW | — | $174.04 | -39.2% |
| 3 | PTCT | PTC THERAPEUTICS INC | Healthcare | 7,746,415.0 | $588.4M | 5.89% | NEW | — | $75.96 | -7.7% |
| 4 | ARGX | ARGENX SE | Healthcare | 673,497.0 | $566.4M | 5.67% | NEW | — | $840.95 | -6.7% |
| 5 | PTGX | PROTAGONIST THERAPEUTICS INC | Healthcare | 5,059,053.0 | $441.9M | 4.43% | NEW | — | $87.34 | +16.6% |
| 6 | NTRA | NATERA INC | Healthcare | 1,500,000.0 | $343.6M | 3.44% | NEW | — | $229.09 | -14.9% |
| 7 | RDNT | RADNET INC | Healthcare | 3,938,500.0 | $281.0M | 2.81% | NEW | — | $71.35 | -24.6% |
| 8 | TARS | TARSUS PHARMACEUTICALS INC | Healthcare | 3,335,320.0 | $273.1M | 2.74% | NEW | — | $81.88 | -22.4% |
| 9 | COGT | COGENT BIOSCIENCES INC | Healthcare | 7,592,241.0 | $269.7M | 2.70% | NEW | — | $35.52 | -10.6% |
| 10 | PEN | PENUMBRA INC | Healthcare | 866,499.0 | $269.4M | 2.70% | NEW | — | $310.91 | +4.6% |
| 11 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 1,181,990.0 | $209.7M | 2.10% | NEW | — | $177.44 | -37.6% |
| 12 | — | APOGEE THERAPEUTICS INC | — | 2,712,097.0 | $204.7M | 2.05% | NEW | — | $75.48 | — |
| 13 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 7,666,764.0 | $192.6M | 1.93% | NEW | — | $25.12 | +63.3% |
| 14 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 7,144,524.0 | $190.8M | 1.91% | NEW | — | $26.71 | -21.7% |
| 15 | ESTA | ESTABLISHMENT LABS HLDGS INC | Healthcare | 2,588,831.0 | $188.7M | 1.89% | NEW | — | $72.88 | -9.8% |
| 16 | STOK | STOKE THERAPEUTICS INC | Healthcare | 5,546,856.0 | $176.1M | 1.76% | NEW | — | $31.74 | -7.8% |
| 17 | RGEN | REPLIGEN CORP | Healthcare | 1,064,000.0 | $174.3M | 1.75% | NEW | — | $163.86 | -36.0% |
| 18 | CYTK | CYTOKINETICS INC | Healthcare | 2,721,158.0 | $172.9M | 1.73% | NEW | — | $63.54 | +19.6% |
| 19 | IMCR | IMMUNOCORE HLDGS PLC | Healthcare | 4,869,798.0 | $169.0M | 1.69% | NEW | — | $34.71 | -18.5% |
| 20 | AXSM | AXSOME THERAPEUTICS INC | Healthcare | 888,001.0 | $162.2M | 1.62% | NEW | — | $182.64 | +24.3% |
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
100.0%