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RTW Investments, LP

All holdings · as of Dec 31, 2025

91 positions

CompanyClassValueShares% of portfolio
MADRIGAL PHARMACEUTICALS, INC.—$1.16B1,993,68711.6%
INSMED INC—$842.85M4,842,8798.4%
PTC Therapeutics Inc—$588.42M7,746,4155.9%
ARGENX SE—$566.38M673,4975.7%
PROTAGONIST THERAPEUTICS INC—$441.86M5,059,0534.4%
Natera, Inc.—$343.63M1,500,0003.4%
RadNet, Inc.—$281.01M3,938,5002.8%
TARSUS PHARMACEUTICALS, INC.—$273.10M3,335,3202.7%
Cogent Biosciences, Inc.—$269.68M7,592,2412.7%
Penumbra Inc—$269.40M866,4992.7%
iRhythm Holdings, Inc.—$209.73M1,181,9902.1%
Apogee Therapeutics, Inc.—$204.71M2,712,0972.1%
Apellis Pharmaceuticals, Inc.—$192.59M7,666,7641.9%
ACADIA Pharmaceuticals Inc—$190.83M7,144,5241.9%
ESTABLISHMENT LABS HOLDINGS INC.—$188.67M2,588,8311.9%
Stoke Therapeutics, Inc.—$176.06M5,546,8561.8%
REPLIGEN CORP—$174.35M1,064,0001.7%
Cytokinetics Inc—$172.90M2,721,1581.7%
IMMUNOCORE HOLDINGS PLC-ADRIMCRADR$169.03M4,869,7981.7%
Axsome Therapeutics, Inc.—$162.18M888,0011.6%
Guardant Health, Inc.—$151.27M1,481,0331.5%
NEUROCRINE BIOSCIENCES INC—$150.63M1,062,0721.5%
SPYRE THERAPEUTICS, INC.—$136.67M4,171,9961.4%
Zai Lab Limited—$122.76M6,959,0321.2%
IMMATICS N.V—$120.05M11,433,3541.2%
BELITE BIO, INCBLTEADR$114.42M715,3321.1%
UROGEN PHARMA LTD—$106.42M4,543,8951.1%
Xencor Inc—$103.76M6,777,4611.0%
Insulet Corp—$92.26M324,6000.9%
Taysha Gene Therapies, Inc.TSHACommon Stock$90.19M16,398,2970.9%
Masimo Corporation—$88.87M683,2940.9%
UNIQURE NV—$88.82M3,711,4620.9%
STRYKER CORP—$86.11M245,0000.9%
CG Oncology, Inc.—$83.54M2,012,1270.8%
Castle Biosciences, Inc.—$82.28M2,115,2370.8%
Immunovant, Inc.IMVTCommon Stock$80.78M3,177,8500.8%
Beta Bionics, Inc.—$76.17M2,500,0000.8%
GH RESEARCH PLC—$75.36M5,933,8150.8%
Replimune Group, Inc.—$69.40M7,140,3520.7%
Ultragenyx Pharmaceutical Inc.—$69.00M3,000,1390.7%
Crinetics Pharmaceuticals, Inc.—$62.90M1,351,3260.6%
Oruka Therapeutics, Inc.—$62.38M2,058,1480.6%
ROCKET PHARMACEUTICALS, INC.—$62.08M17,687,7720.6%
COMPASS Pathways plcCMPSADR$60.43M8,757,3900.6%
Intuitive Surgical Inc—$57.33M101,2280.6%
RAPT THERAPEUTICS INC—$55.45M1,637,1650.6%
Celcuity Inc.CELCCommon Stock$54.87M550,1600.5%
Verastem, Inc.—$50.77M6,576,3060.5%
Alkermes plc.—$46.79M1,672,3560.5%
CENTESSA PHARMACEUTICALS PLC—$44.79M1,790,8370.4%
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