EdgeMarket › What Rtw Investments, Lp reported owning
What Rtw Investments, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
10.0BPositions
88Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 1.0B | 10.4% | 2.0M | 516.74 | +31.9% |
| INSM INSMED Inc | 791.9M | 7.9% | 4.8M | 125.77 | -2.8% |
| PTGX Protagonist Therapeutics, Inc | 533.2M | 5.3% | 5.1M | 154.32 | +174.4% |
| PTCT PTC THERAPEUTICS, INC. | 527.8M | 5.3% | 7.7M | 69.82 | +42.9% |
| ARGX ARGENX SE | 518.1M | 5.2% | 709.4K | 1,039.78 | +57.3% |
| CGON CG Oncology, Inc. | 472.7M | 4.7% | 7.0M | 79.81 | +212.6% |
| CELC Celcuity Inc. | 346.9M | 3.5% | 3.0M | 93.53 | +91.8% |
| TNGX Tango Therapeutics, Inc. | 278.2M | 2.8% | 13.3M | 23.88 | +253.8% |
| ERAS Erasca, Inc. | 261.4M | 2.6% | 16.2M | 17.63 | +1107.5% |
| NTRA Natera, Inc. | 250.0M | 2.5% | 1.2M | 332.03 | +106.7% |
| RDNT RadNet, Inc. | 239.5M | 2.4% | 4.3M | 76.82 | +11.9% |
| TARS Tarsus Pharmaceuticals, Inc. | 234.7M | 2.3% | 3.3M | 72.70 | +31.2% |
| APGE Apogee Therapeutics, Inc. | 234.2M | 2.3% | 2.8M | 134.75 | +274.1% |
| SYRE Spyre Therapeutics, Inc. | 210.4M | 2.1% | 4.2M | 106.49 | +551.3% |
| COGT Cogent Biosciences, Inc. | 210.1M | 2.1% | 5.5M | 36.73 | +209.6% |
| IRTC iRhythm Holdings, Inc. | 196.9M | 2.0% | 1.7M | 128.52 | -21.2% |
| STOK Stoke Therapeutics, Inc. | 183.1M | 1.8% | 5.6M | 32.29 | +67.1% |
| CYTK CYTOKINETICS INC | 179.4M | 1.8% | 2.7M | 76.84 | +105.9% |
| ACAD ACADIA PHARMACEUTICALS INC | 159.0M | 1.6% | 7.1M | 29.50 | +18.3% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 150.8M | 1.5% | 2.7M | 72.67 | +85.9% |
| unmapped CUSIP 03753U106 | 148.2M | 1.5% | 3.7M | — | — |
| IMCR Immunocore Holdings plc | 146.8M | 1.5% | 4.9M | 36.88 | +13.5% |
| RGEN REPLIGEN CORP | 142.1M | 1.4% | 1.2M | 181.13 | +49.0% |
| NBIX NEUROCRINE BIOSCIENCES INC | 139.9M | 1.4% | 1.1M | 152.57 | +14.5% |
| GH Guardant Health, Inc. | 136.8M | 1.4% | 1.5M | 170.69 | +191.8% |
| IMTX Immatics N.V. | 126.6M | 1.3% | 12.9M | 8.93 | +59.5% |
| ZLAB Zai Lab Ltd | 123.7M | 1.2% | 6.6M | 26.01 | -22.4% |
| BLTE BELITE BIO, INC | 114.1M | 1.1% | 715.3K | 161.06 | +154.0% |
| ISRG INTUITIVE SURGICAL INC | 101.4M | 1.0% | 220.0K | 378.81 | -21.2% |
| ORKA Oruka Therapeutics, Inc. | 101.0M | 1.0% | 2.1M | 107.96 | +649.7% |
| GHRS GH Research PLC | 83.4M | 0.8% | 5.9M | 28.33 | +121.7% |
| XNCR Xencor Inc | 81.7M | 0.8% | 6.8M | 27.80 | +270.2% |
| URGN UroGen Pharma Ltd. | 81.7M | 0.8% | 4.5M | 46.86 | +142.7% |
| unmapped CUSIP 152309100 | 81.6M | 0.8% | 2.1M | — | — |
| IMVT Immunovant, Inc. | 78.9M | 0.8% | 3.2M | 44.37 | +199.4% |
| RARE Ultragenyx Pharmaceutical Inc. | 76.4M | 0.8% | 3.6M | 25.83 | -12.0% |
| HNGE Hinge Health, Inc. | 74.4M | 0.7% | 1.9M | 88.42 | +54.5% |
| CSTL CASTLE BIOSCIENCES INC | 67.7M | 0.7% | 2.8M | 34.20 | +72.9% |
| RCKT ROCKET PHARMACEUTICALS, INC. | 63.3M | 0.6% | 17.7M | 3.51 | -6.4% |
| TSHA Taysha Gene Therapies, Inc. | 61.2M | 0.6% | 13.7M | 6.09 | +112.2% |
| ALKS Alkermes plc. | 59.1M | 0.6% | 1.7M | 48.33 | +66.8% |
| CMPS COMPASS Pathways plc | 58.8M | 0.6% | 10.6M | 13.33 | +226.7% |
| KOD Kodiak Sciences Inc. | 56.7M | 0.6% | 1.5M | 38.33 | +303.5% |
| REPL Replimune Group, Inc. | 56.3M | 0.6% | 7.4M | 14.77 | +181.3% |
| CRNX Crinetics Pharmaceuticals, Inc. | 52.7M | 0.5% | 1.5M | 84.69 | +191.1% |
| QURE uniQure N.V. | 42.3M | 0.4% | 2.6M | 48.37 | +212.5% |
| WAY Waystar Holding Corp. | 39.3M | 0.4% | 1.6M | 25.01 | -28.7% |
| ARWR ARROWHEAD PHARMACEUTICALS, INC. | 36.7M | 0.4% | 585.7K | 87.11 | +331.2% |
| OBIO Orchestra BioMed Holdings, Inc. | 35.3M | 0.4% | 8.3M | 5.36 | +120.6% |
| VSTM Verastem, Inc. | 34.9M | 0.3% | 6.6M | 6.89 | -17.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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