Rtw Investments, LP

Rtw Investments, LP reported 84 holdings worth US$11.7B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Rtw Investments, LP reported 84 holdings worth US$11.7B as of Jun 30, 2026. Largest: Madrigal Pharmaceuticals, Inc., Argenx Se and Ptc Therapeutics, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
84
Value as reported
US$11.7B

The filing in full

CompanySharesValue as reported% of portfolio
Madrigal Pharmaceuticals, Inc.1.99MUS$1.07B9.1%
Argenx Se709KUS$658M5.6%
Ptc Therapeutics, Inc.7.75MUS$632M5.4%
Protagonist Therapeutics, Inc.5.06MUS$620M5.3%
Cg Oncology, Inc.8.51MUS$605M5.2%
Insmed Incorporated4.84MUS$516M4.4%
Tango Therapeutics, Inc.13.9MUS$435M3.7%
Spyre Therapeutics, Inc.4.25MUS$377M3.2%
Celcuity Inc.3.3MUS$346M3.0%
Erasca, Inc.17.9MUS$329M2.8%
Radnet, Inc.4.85MUS$299M2.6%
Oruka Therapeutics, Inc.3.14MUS$299M2.6%
Natera, Inc.1MUS$271M2.3%
Ultragenyx Pharmaceutical Inc.7.8MUS$260M2.2%
Irhythm Holdings, Inc.2.18MUS$260M2.2%
Cytokinetics, Incorporated2.86MUS$244M2.1%
Kailera Therapeutics, Inc.10.8MUS$237M2.0%
Establishment Labs Holdings Inc.2.66MUS$228M1.9%
Guardant Health, Inc.1.48MUS$222M1.9%
Neurocrine Biosciences, Inc.1.27MUS$214M1.8%
Tarsus Pharmaceuticals, Inc.3.36MUS$211M1.8%
Stoke Therapeutics, Inc.5.62MUS$184M1.6%
Acadia Pharmaceuticals Inc.7.14MUS$181M1.5%
Repligen Corporation1.24MUS$169M1.4%
Zai Lab Ltd.6.57MUS$125M1.1%
Immunovant, Inc.3.18MUS$122M1.0%
Xencor, Inc.6.78MUS$109M0.93%
Taysha Gene Therapies, Inc.13.6MUS$92.3M0.79%
Cogent Biosciences, Inc.2.31MUS$89.4M0.76%
Replimune Group, Inc.7.41MUS$82M0.70%
Castle Biosciences, Inc.2.78MUS$66.3M0.57%
Candel Therapeutics, Inc.6.42MUS$66.1M0.56%
Rocket Pharmaceuticals, Inc.17.7MUS$60.5M0.52%
Kodiak Sciences Inc1.49MUS$58M0.49%
Aktis Oncology, Inc.1.59MUS$51.3M0.44%
Axogen, Inc.1.01MUS$46.7M0.40%
Danaher Corporation230KUS$43.8M0.37%
Cullinan Therapeutics, Inc.2.36MUS$43.1M0.37%
Neurogene Inc.1.36MUS$42.8M0.37%
Hinge Health, Inc.500KUS$41.5M0.35%
Orchestra Biomed Holdings, Inc.9.56MUS$41.2M0.35%
Solid Biosciences Inc.3.89MUS$38.9M0.33%
Savara, Inc.5.95MUS$36.7M0.31%
Aquestive Therapeutics, Inc.7.43MUS$30.9M0.26%
Kymera Therapeutics, Inc.240KUS$27.5M0.23%
Verastem, Inc.6.64MUS$25.3M0.22%
Dianthus Therapeutics, Inc.248KUS$24.2M0.21%
Beta Bionics, Inc.1.5MUS$23.5M0.20%
Century Therapeutics, Inc.8.7MUS$21.3M0.18%
Evommune, Inc.1.5MUS$20M0.17%
Beam Therapeutics Inc.570KUS$19.6M0.17%
Definium Therapeutics, Inc.400KUS$18.8M0.16%
Ideaya Biosciences, Inc.370KUS$13.8M0.12%
Ataibeckley Inc.2MUS$10.5M0.09%
Milestone Pharmaceuticals Inc.7.83MUS$10.5M0.09%
Ocugen, Inc.6.67MUS$10.2M0.09%
Tenax Therapeutics, Inc.697KUS$10.1M0.09%
Heartflow, Inc.295KUS$8.66M0.07%
Perceptive Capital Solutions Corp743KUS$8.08M0.07%
Larimar Therapeutics, Inc.2.57MUS$7.83M0.07%
Lumexa Imaging Holdings, Inc.650KUS$7.33M0.06%
Allogene Therapeutics, Inc.3.25MUS$6.76M0.06%
Crescent Biopharma, Inc.373KUS$6.71M0.06%
4d Molecular Therapeutics, Inc.476KUS$6.33M0.05%
Maze Therapeutics, Inc.212KUS$6.33M0.05%
Capricor Therapeutics, Inc.250KUS$6.02M0.05%
Kalaris Therapeutics, Inc.1.3MUS$5.29M0.05%
Abivax Sa26,400US$3.52M0.03%
Avalo Therapeutics, Inc.175KUS$3.23M0.03%
Medline Inc.70,000US$2.76M0.02%
Disc Medicine, Inc.30,000US$2.19M0.02%
Imagenebio, Inc.334KUS$1.97M0.02%
Exagen Inc.195KUS$907K<0.01%
Stryker Corporation0US$00.00%
Waystar Holding Corp.0US$00.00%
Apellis Pharmaceuticals, Inc.0US$00.00%
Apogee Therapeutics, Inc.0US$00.00%
Arrowhead Pharmaceuticals, Inc.0US$00.00%
Compass Therapeutics, Inc.0US$00.00%
Crinetics Pharmaceuticals, Inc.0US$00.00%
Fulgent Genetics, Inc.0US$00.00%
Intuitive Surgical, Inc.0US$00.00%
Inventiva Sa0US$00.00%
Jade Biosciences, Inc.0US$00.00%
Omada Health, Inc.0US$00.00%

Source

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